Minority and Women-Owned Business Needs Assessment Survey

OMB Number: 3133-0188

Voluntary Business Needs Assessment Survey

Instructions

Below you will find the voluntary needs assessment survey. This document includes a total of 10 questions that will cover different aspects of your business. The survey is divided in 3 parts:

1. Contact Information: Please complete the requested information, as stated, for the individual completing the survey. If you prefer to respond anonymously, you may leave this section blank and proceed directly to answering the survey questions.

2. Business Condition Assessment: Identify elements and tactics that might help improve your business’ financial position. (3 questions)

3. Business Technical Assistance Needs: For each question, select up to 3 items where assistance would be most useful to your business’ development. (7 questions)

Thanks for taking the time to complete this survey. We appreciate your participation!

Business Contact Information*
Business name (optional):
Point of contact name (optional):
Email (optional):

*NCUA will use the Business Contact Information provided SOLELY for the purpose of follow-up communications and will not share such information publicly or outside of NCUA (unless required by court order to do so).  If you choose not to identify a point of contact, you can still provide an email address and we will communicate via the email address provided.

Business Condition Assessment

1. Which of these two selections would most help your firm arrive at a better financial position?

   1. Increasing revenue

   2. Reducing expenses

Comments:

2. What would help your company increase its revenue targets? (e.g., identifying more opportunities, responding to more solicitations, assembling a competitively priced proposal package)

Comments:

3. What would help your company reduce expenses? (e.g., controlling payroll expenses, implementing more automation, managing general & administrative expenses)

Comments:

Business Technical Assistance Needs

1. Financial Management – please select up to 3 areas where your firm presently could use assistance

	None			Financial / cash flow management
	Business / strategic planning			Managing business profitability
	Sources of capital			Controlling & reducing business costs
	Bookkeeping / Financial statements			Increasing business revenues

Comments:

2. Marketing – please select up to 3 areas where your firm presently could use assistance

	None			Marketing planning
	Marketing overview			Marketing strategies
	Selling to the government			Sales techniques
	Advertising			Networking
	Capabilities Statements			Internet / Online Presence
	Market research			Public relations

Comments:

3. Computer Systems – please select up to 3 areas where your firm presently could use assistance

	None			Email
	Computers overview			Databases
	Websites			E-commerce
	Accounting software			Computerizing a business
	Word processing			Cybersecurity
	Spreadsheets			“Competitive Intelligence”

Comments:

4. General Management – please select up to 3 areas where your firm presently could use assistance

	None			Inventory Control
	Insurance			Effective Communication
	Setting Goals			Facility Planning and Management
	Pricing			Disaster Contingency Planning
	Strategic Planning			Legal work
	Business Research			Leasing vs buying
	Business Expansion			Diversification
	Production			Succession planning
	Business evaluation			Conflict management
	Quality control			Security
	Retirement planning			Technology transfers
	Patents / trademarks / copyrights			Other (Please note below)
	Policies and procedures manuals

Comments:

5. Personnel Management – please select up to 3 areas where your firm presently could use assistance

	None			Workplace ethics
	Overview of personnel management			Motivating employees
	Hiring / firing			Customer service
	Employee evaluations			Small business labor requirements

Comments:

6. Regulatory Compliance – please select up to 3 areas where your firm presently could use assistance

	None			Health care reform
	Compliance with federal regulations			Drug free workplace
	Small business legislation			Environmental / recycling
	Business / Employee Tax Requirements			Government services to small businesses

Comments:

7. Training Delivery - What is your #1 choice for education delivery?

	Seminar / Workshop			Video training
	Traditional multi-week class			No preference
	Internet class			Other (Please note below)
	Self-study materials

Comments: