LevelUp

Looking to scale your business?
Evaluate and plan your new growth with the LevelUp experience!

 

Get Started

Are You Ready to LevelUp?

How do you know when it is time to expand your business?

SBDC LevelUp was developed by the Orange County Inland Empire SBDC to offer small business owners assistance in scaling their businesses. LevelUp participants will begin to piece together a path designed to facilitate future growth as they evaluate and develop their metrics, benchmarks, teams, financials, triggers, and strategies. Participants will develop the necessary skills to get involved in proactive growth while mitigating expansion risks.

Obstacles business owners face during expansion:

  • Growth
  • Cash
  • People
  • Customers
  • Infrastructure

Categories of growth include:

  • Organic growth
  • New product/products
  • New location
  • Acquiring new equipment or technology
  • Mergers and acquisitions
  • Strategic partnerships
  • Stuck / Hit a plateau

Features

  • 4 Month Program
  • Custom Research Briefs
  • 1:1 Coaching with Business Consultants
  • Peer-Networking Events
  • Custom Growth Plan
  • Visits to Growth Partner Sites

The Program

Module #1 – Growth

Date:  Wednesday, June 5, 2019

Time:  5:00 pm – 8:30 pm (Extended First Meeting with a Dinner Provided!)

Location:  Irvine Chamber Offices Training Room at 36 Executive Park Suite 100, Irvine, CA 92614

Every business faces a series of challenges on its path to growth. This module covers a variety of successful approaches to growth. You will find out how to grow your business as you learn about successful growth opportunities, identify failure in growth and pitfalls to avoid, and take actions setting your growth plan as aligned with your vision. Are you ready to grow? 

Topics covered will include:

  • Growth model & categories
  • Case studies
  • Why are you growing now?
  • What does growth mean to you?
  • What are key drivers growth in your business?
  • What are essential standards you need to grow your business?

Deliverables:

  • Market research report
  • Assignment to 1:1 consultant

Handouts:

  • Action plan template
  • Reference document/checklist for standardization process
  • KPIs Checklist
  • KPAs Checklist

Action items:

  • Schedule meeting for 1:1 consulting session with assigned consultant to work through handouts

Module #2 – Cash

Date:  Wednesday, July 10, 2019

Time:  6:00 pm – 8:30 pm

Location:  Irvine Chamber Offices Training Room at 36 Executive Park Suite 100, Irvine, CA 92614

Cash is king. But the question is: cash for growth or growth for cash? To grow, you need to maintain adequate cash flow. In this module, you will understand your numbers through your P&L and build your financial projection to support your growth plan. This class will teach out how to accurately project out growth, model it, and stress test it to make sure capital will work effectively with your growth plan. Numbers do not lie!

Topics covered will include:

  • Financial models – How to develop your financial projections to meet your growth plans?
  • Stress testing your P&L –
    • Where do you currently stand in terms of cash flow?
    • What are your sources of revenue?
  • How to develop your financial strategy to support your growth plan?

Deliverables:

  • Options to fund your growth (self funding, adjusting projections, and/or raise capital)

Handouts:

  • Financial projection template

Action Items:

  • Schedule meeting for 1:1 consulting session with assigned consultant to work through handouts

Module #3 – Customers

Date:  Wednesday, August 7, 2019

Time:  6:00 pm – 8:30 pm

Location – Irvine Chamber Offices Training Room at 36 Executive Park Suite 100, Irvine, CA 92614

There is only one boss: CUSTOMERS! Growth in your business is all about attracting new customers and/or expanding what your existing customers are buying from you. This module will take your growth plan and help you hon in your efforts on bettering the outcomes of your current marketing efforts, defining your target areas that you are trying to reach and developing a strategy to grow your customer base.

Topics covered will include:

  • How to assess your current marketing (acquisition, retention, channels & ROI)?
  • Evaluate your competition
  • Size up your target market
  • How effective is your sales process?

Deliverables:

  • Channels for acquisition

Handouts:

  • Marketing effectiveness tool (Channels,ROI, retention and acquisition)

Action items:

  • Schedule meeting for 1:1 consulting session with assigned consultant to work through handouts

Module #4 – People

Date:  Wednesday, September 11, 2019 

Time:  6:00 pm – 8:30 pm

Location – Irvine Chamber Offices Training Room at 36 Executive Park Suite 100, Irvine, CA 92614

Your people are one of the most tools you have to grow your business. This module will address how to choose and develop your team members wisely and strategically. You will learn how to assess your current team and grow it to support your growth plan while making sure that they understand your vision.

Topics covered will include:

  • Who is your current team?
    • Categorize your employees
    • Define roles and goals
  • Identify missing talent
  • Develop an organizational chart that supports your growth plan
  • Steps to communicate your growth plan with your team

Deliverables:

  • Talent mapping process

Handouts:

  • Organizational chart template

Action items:

  • Schedule meeting for 1:1 consulting session with assigned consultant to work through handouts

Module #5 – Plan

Date:  Wednesday, September 25, 2019

Time:  6:00 pm – 8:30 pm

Location – Irvine Chamber Offices Training Room at 36 Executive Park Suite 100, Irvine, CA 92614

One day or day one? Through this course, you decide. Through this module, you will present your action plan that sets you on the path to roll out your growth plan addressing cash, customers, and people. Congratulations on stepping forward towards growth!

Topics:

  • Your action & execution plan
    • Growth – Timeline
    • Cash – Choice to fund your growth
    • Customers – channels, acquisition, retention, & ROI
    • People – organizational chart

Deliverables:

  • Presentations to showcase participants action plans for growth

Handouts:

  • Certificates of completion

Action items:

  • Schedule meeting for 1:1 consulting session with assigned consultant to move forward with action plan

LevelUp

LevelUp

We have your growth strategy. Start expanding your client base, get into your next location, grow your revenue and scale up.

Register

Location

Greater Irvine Chamber of Commerce
36 Executive Park, Suite 100
Irvine, CA 92614

Times
6:00 PM - 8:30 PM

Dates
June 5 - September 25, 2019 | Every Wednesday

Ways We Can Help