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Professional Mentor Worksheet

Thank you for your interest and potential commitment to help us build more business success stories in Castle Rock.  By giving of your time and expertise you could very well make the difference between success and failure for a fellow entrepreneur.  Your contribution is extremely valuable – not only to the individual business owners, but also to the overall welfare of our business community.

In order to maximize the benefits of this service, volunteer counselors should possess the ability to diagnose business problems quickly and accurately, communicate clearly and concisely, respond to referrals in a prompt and professional manner and most importantly, protect client confidentiality.

We are in the process of creating a professional mentor database and ask that you help us by filling out the volunteer data below.  Please call or email me at 303-688-4597 pam@castlerock.org or David Mitchem, CREDCO, at david@credco.org 303-688-7488 if you have any questions.

Counselor Data:

Name Work Phone

Title Firm

Product/Service

Address City

State Zip

Email Address


Under which scenario(s) are you willing to share your expertise?

Phone contacts for reasonably brief answers to specific problems and/or questions.
One-on-one counseling sessions to explore and discretely resolve business problems.
Instructional presentations for workshops/seminars, etc.


The following list includes major areas of business concerns.  Please check the areas where you are most qualified to help:

Startup   Marketing  
Starting a new business-overview Creating a Marketing Plan & Materials
Identifying startup financial assistance Growing Sales
Writing the business plan Advertising/Publicity
Identifying regulatory requirements Pricing Decisions
    Market Research

Finance/
Accounting 
  Legal  
Startup Accounting Startup – Legal Entities
Bookkeeping Practices Contracts
Working Capital/Term Loans/Cash Flow Labor
Government Financing Options Patents/copyrights
Venture Capital Tax
Approaching the Banker Bankruptcy
Credit and Collections    
Taxes    
Retirement Plans    
Merchant Accounts    

Administration/
Operations 
  Computers
Production Management Spreadsheet Use
Purchasing/Inventory Inventory Control
Distribution/Shipping Billing
Research & Development Quickbooks Software
Strategic Planning Web design
Policies & Procedures e-Business
Risk Management    
Governmental Regulations    

Personnel/
Human
Resources 
  Other
Recruiting/Selection/Hiring International Trade
Training Programs  Government Procurement
Firing/Work force reduction Business Acquisition/sale
Motivation/Productivity Business Valuation
Performance Reviews    
Compensation/Benefits    
Gov’t regulation of employees    

Please provide examples of relevant experience for the areas chosen above:

 


mentors

"You know where you want your business to be; let CREG show you
how to get there."

 

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