Dr. Sharon Kerrick SBI VP Research, Publications, & POY

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Dr. Sharon Kerrick SBI VP Research, Publications, & POY Small Business Institute Project of the Year (POY) 2019 Award Submission Guidelines presented at the SBI Annual Meeting February 27-29, 2020 Harrah’s Hotel New Orleans, Louisiana Dr. Sharon Kerrick SBI VP Research, Publications, & POY SBI Website

Definitions SBI Small Business Institute POY Project of the Year POY Categories completed between Jan 2018 - Sept 2019 Consulting Projects Jan 2018 - Dec 2019 Faculty Lead School Faculty member listed on the POY Entry – multiple entries from schools from different faculty is acceptable Program Director Designated SBI Program Director for School

Definitions Cont. Affidavit & Client Release Electronic Signature ensuring the Faculty Lead has Client permission to submit POY for competition. Project Type Feasibility/Business Plan Analysis Comprehensive (More than 2 Business functions) Specialized (1-2 Business Function) Category Undergraduate Graduate

Small Business Institute “Project of the Year” Guidelines for Entry Please review the POY Guidelines before submitting an entry. SBI POY Entry Guidelines Click on the link above to open a new browser window.

Small Business Institute “Project of the Year” Submission Process POY Entry Form is a single screen. Attaching the POY/Consulting project in PDF and clicking submit at the bottom of the screen will take the entrant to the Affidavit and Client Release form. Once the affidavit is completed and submitted – the entrant will be brought back to the POY/Consulting Entry screen to enter a 2nd entry. From the Entry Screen you can return to the SBI Website – or SBI POY/Consulting Guidelines

POY & Student Consulting Project Entry Form As per the Entry Guidelines – you may submit your entry POY & Student Consulting Project Entry Form Click on the link above to open a new browser window.

Faculty Affidavit and Client Release This screen will automatically open when “Submit” is clicked on the POY Entry screen. Information must be completed in this electronic format – even if a hard copy is included with the POY entry. Click on the link to open a new browser window

Small Business Institute “Project of the Year” Post Submission When the deadline for entries close, the POY Manager will send out instructions for each Faculty Lead and other POY Volunteer Judges on requirements for judging. Items sent : 1) Instructions for Judging 2) Projects to Review (PDF Format) 3) Links to online Judging Forms

Small Business Institute “Project of the Year” Announcements When Judging is completed. All Faculty Leads will be informed of entry status. Entry Status definitions: Entry made Top 3 and will be awarded at the next SBI Annual Conference Entry is Honorable Mention and will receive certificate. Entry did not place in top 5 within project type & category.

POY Judging Sheet Business Plan/Feasibility Plan Note: This is for business plan analysis or feasibility for business redesign/growth plans of an existing company not for a start-up business. Click on the link to open a new browser window

POY Judging Sheet Comprehensive or Specialized Comprehensive or Specialized Projects Note: Use the same judging sheet for both categories: Comprehensive Projects include analysis of 3 or more strategic areas within a company (ie. Finance, Marketing, Management, HR, Manufacturing, etc.). Specialized Projects are focused analysis on 1-2 areas of a company. Click on the link to open a new browser window

Student Consulting Projects Judging Sheet & Criteria Judge Sheet Student Consulting Project Teams will be evaluated on a 100-point scale. Teams will be judged on the following criteria (25% each) Problem Definition and Analysis Definition of problem and key issues Qualitative and Quantitative Analysis of company & industry    Click on the link to open a new browser window

Thank you! If you have any questions please contact: SBI VP, Publications, Research & POY Sharon Kerrick,PhD Chair, Education Leadership, Evaluation and Organizational Development University of Louisville Sharon.Kerrick@louisville.edu 502-852-7714  If you are interested in joining the SBI Competitions Committee and help with POY and other competitions, please contact us.