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2009 BUSINESS DEVELOPMENT TRAINING PROGRAM

WHAT IS THE BUSINESS DEVELOPMENT TRAINING PROGRAM?

The Milwaukee Metropolitan Sewerage District (MMSD) initiated the Business

Development Training Program (a component of the Workforce Development

Training and Placement Program), which is coordinated and managed by Prism

Technical Institute, to build the capacity and capabilities of small, women,

minority, emerging and disadvantaged enterprises in order that they may better

compete for and successfully complete MMSD contracts and other construction

industry projects.

In collaboration with various established businesses and mentors and through

participation in customized training, assessment, coaching and mentoring,

Program participants will prepare and plan for business improvement,

increasing the likelihood of thriving in their industries, and thereby increasing

their own success and creating opportunities for others to do the same.

Small, women, minority, emerging and disadvantaged business owners and

managers can enroll -- at no cost. An 8 month commitment to this enriching

training/mentoring experience will yield benefits for years to come.

PROGRAM COMPONENTS

ƒ

Customized business development training at no cost

ƒ

Professional and business development support from mentor-protégé

relationship with experienced business/individual

ƒ

Networking and social events with additional activities organized by

mentors

ƒ

Competitive grants awarded for firm development needs

ƒ

Computer software programs provided to participants who complete

training

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PROGRAM ELIGIBILITY CRITERIA

ƒ One year in business, or must provide a business plan ƒ Employs at least one employee

ƒ Certified SBE, MBE, WBE, EBE, DBE by at least one Wisconsin entity

ƒ Written commitment to participate fully, attending training classes

mentor-protégé meetings and coaching session(s)

ƒ MUST BE ONE OF THE FOLLOWING:

9 Business owner or operating partner 9 Operating officer or executive manager 9 Critical decision maker for the firm

ƒ A MAXIMUM OF TWO INDIVIDUALS FROM THE SAME FIRM MAY PARTICIPATE

FACULTY

Program faculty will be comprised of business development trainers, subject matter experts and a host of presenters, coaches and mentors.

SELECTION PROCESS

Interested applicants must complete and submit the enrollment application by May 8, 2009. Applications will be reviewed by representatives or designees of MMSD and Prism Technical Institute. A selection of applicants may be interviewed prior to final Participant selection.

CURRICULUM

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ANTICIPATED 2009 SCHEDULE 

Class Title  Class Description  Date  Time 

Welcome /  Self Assessment 1 

Participants are introduced to the Program and one  another; using Human Synergistics / American  Management Association techniques and materials,  participants assess their strengths, weaknesses and  motivations, learning how to best use their tendencies  to achieve success. 

Monday, June 1  6:00 pm to  9:00 pm 

Self Assessment 2 

Building their work in the previous sessions,  participants assess their manner of interacting with  others (colleagues, employees, clients, etc.), learning  how to best engage with others to achieve success. 

Saturday, June 6  9:00 am to  1:00 pm 

Certification and  Assistance 

Representatives of various units of government and  private sector certifying entities discuss how and why  to get certified, and the various programs ‐‐ financial  and otherwise ‐‐ available to growing businesses. 

Thursday, June 11  6:15 pm to  8:15 pm 

Financial Statement  Basics and 

Understanding Yours 

Financial Statements (Income Statements, Balance  Sheets, Cash Flow Statements, etc.) will be discussed ‐‐  including: what do they tell you, how do you use  them, and why they are so important.  Participants will  receive books related to the topic. 

Thursday, June 18  6:15 pm to  8:15 pm 

Managing Risk:  Bonding and  Insurance 

The need for bonding and insurance will be discussed,  along with information about how to secure the  required levels.  Insurance paperwork will be  explained. 

Thursday, June 25  6:15 pm to  8:15 pm  Understanding the 

MMSD Bid Process 

MMSD personnel from procurement, legal,  engineering and more will be present to discuss  bidding on MMSD work and answer questions. 

Monday, June 29  6 pm to 9 pm  Don't Be an 

Accidental Nonprofit 

Obtaining and recovering change orders will be 

discussed in detail, along with related issues.  Thursday, July 09 

6:15 pm to  8:15 pm  Basic Computer 

Literacy 

For those with little computer experience, we explore  basic computer literacy issues, including use of  internet browsers, business applications, email,  project management sites, and more; each participant  will utilize a computer. 

Saturday, August 08  9:00 am to  1:00 pm 

Computer Literacy 2 

Basic use of Microsoft Office, Excel and Word are  discussed; each participant will utilize a computer and  engage in training activities to make them more  comfortable with these essential programs; basic to  intermediate users will benefit. 

Saturday, August 15  9:00 am to  1:00 pm 

Computer Literacy 3 

Microsoft Excel is explored in more depth; participants  will utilize computers and learn several simple 

formulas and tactics to make this commonly used  spreadsheet program more accessible and useful. 

Saturday, August 22  9:00 am to  1:00 pm  Keeping it All 

Above Board 

Ethical expectations, dilemmas and consequences will 

be discussed.  Thursday, August 27 

6:15 pm to  8:15 pm 

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Project Management  & Productivity 

Project management and productivity strategies,  tactics and tools will be discussed.  Participants will  receive books related to the topic. 

Saturday, September 05  9:00 am to  1:00 pm 

Project Management  Software 1 

Microsoft Project, a well‐regarded and often‐utilized  project management software program, will be  explored in detail over the next few sessions.   Participants will learn how to manage a project from  start to finish in the program, and will utilize 

computers to practice.  Participants will also learn how  to incorporate Microsoft Excel files into Microsoft  Project files.  Those who attend the vast majority of  these sessions will receive copies of Microsoft Project. 

Thursday, September 17  6:15 pm to  8:15 pm 

Project Management 

Software 2  Thursday, September 24 

6:15 pm to  8:15 pm  Project Management 

Software 3  Saturday, October 03 

9:00 am to  1:00 pm  Government 

Regulations 

Government Regulations, including OSHA,  Unemployment, and more will be discussed; 

government representatives will be on hand to answer  questions. 

Thursday, October 08  6:15 pm to  8:15 pm 

Financial Resources  for Your Business 

Various financial resources will be discussed, and  contacts made, including bankers and nontraditional  financing companies.  Topics will include building  banking relationships, factoring, financial planning and  cash flow. 

Saturday, October 17  10:00 am  to 2:00 pm  Legal Issues: 

Know Your Rights  and Those  Owed to Others 

Legal topics of interest to participants will be 

discussed, including contracts, liens, employment law  and more. 

Saturday, October 24  9:00 am to  1:00 pm  Keys to Growing Your 

Business 

Marketing, networking, responding to RFPs and more 

will be discussed.  Thursday, October 29 

6:15 pm to  8:15 pm  How to Not Lose 

Money Before You  Start 

Topics explored will include estimating, project  accounting and scheduling. 

Thursday, November 05  6:15 pm to  8:15 pm  Good Help Needn't 

Be So Hard to Find  Personnel Management: Hiring & Retention; Secession  Planning. 

Thursday, November 12  6:15 pm to  8:15 pm  Getting Your 

Point Across 

Effective Written, Verbal and nonverbal 

communication; communication and jobsite policies;  working with difficult clients; dressing the part. 

Saturday, November 21  9:00 am to  1:00 pm 

Impressions Count 

Etiquette in dining and other social and business  situations will be discussed.  This class will take place  at a local restaurant. 

Thursday, December 03  6:00 pm to  9:00 pm  Preserving 

Your Sanity 

Stress management and creating a work‐life balance 

will be explored.  Thursday, December 10 

6:15 pm to  8:15 pm  What Does it Mean 

to Be Green 

Growing and marketing your business through green 

initiatives and processes.  Thursday, December 17 

6:15 pm to  8:15 pm 

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2009 BUSINESS DEVELOPMENT TRAINING PROGRAM

Enrollment Application

Name of Applicant __________________________________________________________________________ Company Name _____________________________________________________________________________ Title or Position _________________________________________ Year Business Started ___________ Business Street Address _____________________________________________________________________ City ___________________________________ State ________________ Zip Code _______________ Business Telephone ( ) ___________________ Business Fax ( ) __________________ Business E-mail Address ____________________________________________________________________ How often do you check your email?

Several Times Per Day_____ / Once Per Day _____ / A Few Times Per Week _____ / Rarely _____ Business Website Address ___________________________________________________________________ Residential Telephone ( ) ________________ Mobile Telephone ( ) _________________ Personal E-mail Address ____________________________________________________________________ Company Sales in 2008: $10,000 or less ___/ $10K - $50K ___ / $50K – 100K ___ /

$100K - $250K ___ / $250K - $500K ___ / $500K - $750K ___ / $750K - $1 million ___ / $1 – 2 million ___ / Over $2 million ___

Do you have a bank line of credit? ___ If so, how much? $ _____ / Number of employees: _____ Who does your books? You ___ / Spouse ___ / Employee ___ / Accountant ___ / Lawyer ___ Do you use accounting / financial software? ___ If so, what product(s)? _________________________ _______________________________________________________________________________________________ What is your level of proficiency with the following software programs? (Circle one for each program)

MS-Word: None / Have used / Use often and am comfortable / Advanced user MS-Excel: None / Have used / Use often and am comfortable / Advanced user MS-Project: None / Have used / Use often and am comfortable / Advanced user

What is the highest level of education you have completed? Did not finish high school ___ / HS diploma or GED ___ / Apprenticeship ___ / Some trade or tech. school ___ / Some college___ / Journeyman or Associates Degree ___ / BA or BS Degree ___ / Graduate School or Degree ___ How Is Your Business Certified? (Please circle all that apply and attach a copy of at least one certification): MMSD: SBE / State of Wisc.: MBE / WBE / City of Milw.: EBE /

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REFERENCES:

Please list below one business and one personal reference.

(BUSINESS) Relationship ___________________________________________________________________ NAME _____________________________________________________________________________ COMPANY NAME __________________________________________________________________ ADDRESS __________________________________________________________________________ CITY ____________________________________ STATE _________________ ZIP ______________ PHONE _______________FAX _______________ EMAIL ___________________________________ (PERSONAL) Relationship ___________________________________________________________________ NAME _____________________________________________________________________________ ADDRESS __________________________________________________________________________ CITY ____________________________________ STATE _________________ ZIP ______________ PHONE _______________FAX _______________ EMAIL ___________________________________

APPLICANT INFORMATION –

Complete the following information (Attach additional pages if necessary)

A. Company

Summary

Please Provide a Brief Synopsis of Your Company’s History and the Type of Work that Your Company Does

B.

Construction or Construction-Related Work Experience

List and describe 2 - 3 construction (or construction-related) contracts that you have completed in the past 3-5 years; also describe any work done for MMSD at any time

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C.

Construction Contract Clients

Indicate all major current and past firms (or governmental entities) with whom you have contracted.

D.

Related Professional Development and Continuing Education

List any professional development and/or continuing education (i.e. licenses, certifications, training seminars) you have completed related to your field.

E.

Skills and Talents

Identify your professional skills and personal talents that are particularly valuable in working in your business.

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F.

Professional / Personal Development

List personal and/or professional skills that you want to develop or improve.

G.

Program Interest / Suitability

Describe why you are interested in the MMSD Business Development Training Program and what makes you an ideal candidate.

H. Strengths

/

Weaknesses

Describe your business’s strengths and weaknesses. What makes your firm better than your competitors? What is keeping your firm from becoming a greater success? What could you be doing better?

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5

Attach the following to your application:

9

Literature/information about your

company

9

Résumé or statement of your background,

experience, etc.

9

Copy of at least one Certification:

SBE/WBE/MBE/EBE/DBE

9

Business Plan (Must submit if in business

less than one year; optional for others)

Please note that all individuals chosen for participation in the 2009 MMSD Business Development Program will be required to sign a Memorandum of Understanding (MOU). The MOU will state that the Participant agrees, at minimum, to attend a Protégé Training Session and scheduled classes and to share certain financial, technical and market information with the Program Manager. Such information, which is necessary to gauge company needs and Program effectiveness, will be kept in the strictest confidence.

By signing below, the Applicant affirms the truth of all information submitted in this Application and acknowledges the requirement to sign a Memorandum of Understanding in order to participate in the Program.

Signature (Required) _____________________________________________________

Submit all application materials to: Lafayette Crump

PRISM TECHNICAL INSTITUTE

6114 West Capitol Drive – Suite 200 Milwaukee, WI 53216

FAX: 414.847.0992

Application deadline: May 8, 2009

Additional Applications will be available at http://www.prismtechnical.com/pti.htm in early 2009.

Questions?

References

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