BUSINESS INFORMATION COVER SHEET. Business Expansion and Retention (B.E.A.R.) Program



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Program tool no 8 BUSINESS INFORMATION COVER SHEET Business Expansion and Retention (B.E.A.R.) Program Business name: Reference : Postal Address: Post code: Location address: Telephone number: Fax number: E-mail address: Person interviewed: Position: Volunteer visitors:

Program tool no 9 EXAMPLE OF A B.E.A.R. PROGRAM SURVEY QUESTIONNAIRE Business Reference Number Survey Date Input Date 1. Is all information on the cover sheet complete and correct? (if no make the necessary corrections) 2. Describe the main activities of your business? 3. Which of the following categories best describes your business activities (please tick appropriate boxes)? agriculture, forestry, fishing, hunting manufacturing finance, property, business services building and construction communications community service wholesale and retail transport and storage recreation, hospitality, tourism, personal and other services

4. Is your business locally owned? If not locally owned, is your business? State company branch National company branch International company branch Other (please explain).. 5. Which of the following categories applies to your business? Sole trader Partnership Company Cooperative 6. How long has your business been operating in this community: Less than 1 year 2 to 5 years 6 to 10 years Longer than 10 years 7. What are the major products or services offered by your business and what percentage of your sales comes from each area? (just a guesstimate) Major Product or service Percentage sales Current market (local, regional, state, national, international) a. b. c. d. e.

8. What is special or unique about your products or services (Community Volunteer Interviewer please take detailed notes here) 9. How many people do you employ (including yourself, directors and partners)? Total Male Female Number full time Number part time Number casual/contractor TOTAL 10. Over the next two years, do you expect any change in the number of people you employ? Increase employees Decrease employees (tick one box) change Could you explain your choice:

11. What do you perceive as being the main advantages of running a business in our community? (Please tick up to five (5) advantages) Local customer loyalty Quality & supply of local labour Employee housing available Positive image of the community Reliable support businesses and other local services Communication networks Close to key markets Reliable transport & freight services Close to markets Quality of life the area has to offer Good car parking Low crime rates Other Advantages: 12. What do you perceive as the main disadvantages of operating a business in our community (Please tick up to five (5) disadvantages) Time/distance from other markets Time/distance from suppliers Transport costs Negative image of the community Quality of infrastructure Crime rate Shortage of skilled labour Road networks Communication costs Lack of local support & loyalty Poor service of other local businesses Slow growth of local market Small size of local market Lack of employee housing Lack of support by Council Planning restrictions Poor car parking Cost of rates and services Other Disadvantages:

13. How would you rate the outlook for your business over the next 12 months? very good good fair poor very poor don t know Please explain your choice: 14. What are the major constraints to expanding your business? (Please tick up to four (4) reasons) Availability of finance Limited product range Market share is too small Franchise restrictions Lack of skilled employees Achieving recognised quality standards Uncertainty of customer loyalty Cost of raw materials Small size of local market Lack of space Too much competition Too few customers Federal government attitudes & practices State government attitudes & practices Local government attitudes & practices Small catchment area Other Constraints: 15. Do you expect the sales for your products/services to increase, stay the same or decrease over the next 3 years? Increase Decrease Stay the same (tick one box) Please explain your choice:

16. Who are your main competitors? 17. Would you say that your competitors are: Losing ground to you Making significant inroads on your market share impact either way A future threat Can you explain your choice more fully? 18. What do you consider to be useful in helping your business improve its performance over the next 12 months? (tick whichever apply) Improved management skills Improved staff skills More staff Reduced staff information on Incentive schemes for staff Improved labour relations Better industry information New products Greater community support New machinery/equipment Other factors:

19. Please list the main products or services your business purchases from outside the local community and indicate why by placing a tick in the appropriate column(s). Service or product Buying policy Tick which column is appropriate Delivery time Price Quality Availability After care service Unaware of local provider Other (please specify) 0. Are there any services or products which you have considered providing or manufacturing locally but did not proceed with the idea? If yes, what services or products and what were your reasons for not proceeding? 21. Are there any products or services which you find difficult to obtain locally?. If yes, please specify 2

22. Are there any industries/businesses/services which you think could be successfully relocated to this area? 23. If you were to take on any new staff in the future, what skills would you be looking for? (tick which ever apply) Research skills Word processing skills Typing/clerical skills Strategic skills Finance management skills Interpersonal skills Negotiation skills Data entry skills Spreadsheet skills Engineering skills Business management skills Design/graphic skills Marketing skills Customer service skills Public relations skills Technical skills (describe). Trade skills (describe) Others (describe) 24. If you were to take on new staff in the future, what occupations would you be looking for? (tick which ever apply) Manager/administrator Professional Para-professionals i.e. technicians Trades person Plant/machine operator or driver Labourer/farm hand Waiter/waitress Apprentice/trainee Sales person

Clerical Other (specify): 25. How did you recruit your last staff member? (tick which ever apply) Word of mouth Advertisement in state newspaper Local advertisement Employment agency Other (please specify): 26. Are there any occupational skills you find difficult to find in the community when looking for staff? (tick one box only) If yes, please indicate which: 27. Have you considered: (tick any appropriate box) Moving your business out of the community Selling your business Closing your business If yes to any of the above, are you willing to share reasons? 28. Do you have plans to change, modernise or expand your operation? Expand Modernise facilities Add product line Change production technology change Change mix of goods/ services Add services

29. If changes are planned, are you willing to describe what is planned, and when work will begin? 30. Would you like additional information concerning the following subjects, (tick whichever apply). Business planning Taxation Council by laws Merchandising Exporting Business management Marketing strategies R+D incentives Finance E-commerce Other: If no proceed to question 34. 31. Do you have any specific questions or special needs on any of the topics ticked in question 30? 32. With your permission can we share your firm s name with the local, state or federal agencies that provide this information? 33. What avenue is most helpful to receive this information? (tick all appropriate) By post By email workshops individual consultation

DVD Other 34. Is your business experiencing any problems with any section or department of Local, State or Federal Government? If yes, what problems: 35. While the B.E.A.R. Program Taskforce can not promise to solve any issues, they are willing to look in to it. Would you like our Task Force to assist you with any particular problems/issues? If yes, what do you suggest? 36. Does you business have: Internet access & email A website A domain name Online shopping facility (If your business has none of the above, proceed to question 39) 37. If yes, please indicate the main on-line activity of your business: (tick one only) internal communications (ie: e-mail to staff, head office) external communications (ie: e-mail from customers and suppliers) banking/finance research other (please explain)...

38. What percentage of your sales comes from your website web-site? % 39. Our local Business Association / Chamber, - do you feel your business receives any direct or indirect benefit from the existence of it? Please explain your answer more fully: 40. Would your business be interested in being involved in a shop local campaign? If yes, what suggestions do you have? 41. What do you believe is the simple most important factor in ensuring a viable future for businesses in our community? 42. Do you have any other ideas or suggestions about making our community a better place to operate a business? 43. Finally, have you found this questionnaire and the B.E.A.R. Program helpful in expressing your views about operating a business in our community? t sure

Thank you for your time!