IDAHO SBDC CONSULTANT VAULT
Welcome to the Consultant Vault
The Consultant Vault has been updated to serve as a comprehensive resource hub for your success. It includes essential internal and external documents, tools, and references, along with new features such as the Consultant Certifications and Skills filtering tool to help you find relevant resources quickly.
Use the tabbed sections to navigate and locate the files or materials you need.
If you have questions or would like to request the addition of new documents, please contact us at idahosbdc@boisestate.edu.
DYNAMIC VERSION – LIVE (ALSO AVAILABLE IN GOOGLE SHARED DRIVE)
Idaho SBDC Operations Manual 2025.docx
Idaho SBDC Strategic Plan– Google Sheets Version.xlsx
SBDC Impact Survey Document – FILLABLE pdf. (1)
SBDC Impact Survey Document – Word docx.
Tools & Resources for Business Consultants — Google Sheets Version.xlsx
SBDC Documents
Idaho SBDC ASL Interpreter Guidelines
Idaho SBDC Economic Impact Study Presentation.pptx
Idaho SBDC Operations Manual 2025.docx
Idaho SBDC Org Chart — Consultant Vault.jpg
Idaho SBDC Strategic Plan– Google Sheets Version.xlsx
Inflation and Pricing for Stand Up (2022).pptx
SBDC Conflict of Interest Agreement.docx
SBDC Financing Resources List.docx
SBDC Team Info + Contact Sheet.docx
Statewide Staff Email List.docx
VIDEOS & WEBINARS
CC Troubleshooting YouTube Embed.mp4
Embedding Videos in Canvas.mp4
How to Advise Our Clients on Video — Kim Sherman-Labrum.mp4 05-3-2022
Full Screen Embed Troubleshooting and Tutorial.mp4
URL Changes for Discrete Marketing Canvas.mp4
YouTube Embed Practice Test.mp4
Creating a Funnel & Sales Conversion — Ruth Schwartz.mp4 04-19-2022
Ideal Client — Ruth Schwartz.mp4 04-5-2022
Importing and Exporting- Supply Issues — Jennifer Verdon and Fabiola McClellan.mp4 03-16-2022
Marketing Strategies — Ann Swanson.mp4 03-29-2022
Matching Channels with Industries/Models — Kim Sherman-Labrum.mp4 04-26-2022
Pricing and Inflation — Warren Mueller.mp4 03-22-2022
SBDC Handouts
Digital Marketing Universe-(2024).pdf
Finding Job Applicants (2022).pdf
Forming a Sole Proprietorship.pdf
Region 2-Idaho Business Resource Links.pdf
List of All Marketing Tactics (2020).pdf
Looking at Your Business Numbers Like a Buyer.pdf
Preparing to Sell your Business.pdf
Presley Arrowood Logo Graphics SBDC Clients Service Package(2023).pdf
Request for Consulting (RFC) (2025).pdf
Request for Consulting (RFC) — SBA (Exp. 2027).pdf
Retaining Employees (2021).pdf
SBDC Sample Text – Support Email.docx
ISBDC Impact Survey Document – FILLABLE (1)
Ten Tips for Increasing the Success of a New Invention.docx
The Failproof Method for an Online Sales Pitch.pdf
Training Enrollment & Eval. Combo (2016) (two-sided).pdf
Website Best Practices for Small Business.pdf
Website Google Search Optimization (2018).pdf
External Resources
Apprenticeship Idaho-Toolkit.pdf
ApprenticeshipUSA-Benefits to Employer.pdf
ApprenticeshipUSA-Employer Fact Sheet.pdf
Cybersecurity Social Engineering-Red Flags.pdf
DocSend-Designing a Seed Deck (2018).pdf
DocSend-How to Raise Investor Funds + Pitch.pdf
EQUUS – On-The-Job Info. Sheet – Training Reimbursement.docx
Idaho Industrial Commission-Contractor v. Employee.pdf
IDOL-Business Benefits of Apprenticeship v2.pdf
IDOL-Youth Apprenticeship STRAP flyer (2020).pdf
Lean Start Up Problem Interview.docx
Measure Marketing Efforts (KPI’s) (2018).pdf
NCEO-Employee Ownership HO 1.pdf
Project Equity- Case for Employee Ownership.pdf
Project Equity-Three Flavors of Employee Ownership.pdf
Selling a Business Checklist.docx
Strategyzer-Value Proposition Canvas.pdf
The Business Book Press-Strategies for Successfully Buying or Selling a Business.pdf
US Customs and Border-E-Commerce Compliance Guide for Online Sellers.pdf
USDA-Rural Business Development Grant.pdf
Partner/Stakeholder
GSBDC-1% Cash Flow Solution – Small Changes that Make a Big Difference.pdf
KSBDC-Breakeven Worksheet.xlsx
KSBDC-Business Loans Checklist.pdf
LSBDC-Breakeven Powerpoint.pptx
PTAC (APEX) Registration Checklist.docx
SBDC-Historical Financial Analysis.xlsx
SBA Loan Comparison Chart (2021).pdf
SBA Success Story Criteria and Guidelines (2021).docx
SBA Success Story Interview Questions (2021).docx
Templates
Business Entity Comparison Chart.png
Business Model Canvas Poster (1).pdf
Business Purchase Financial Analysis-SBDC.xlsx
Business Purchase Plan Template.pdf
Capital Connection-Valuation Spreadsheet.xlsx
Foundry AG – Business Model Canvas Template.xlsx
IDOL-Informational Training (2021).pptx
IDOL-Registered Apprenticeship (2022).pptx
Pitch Evaluation Template.xlsx
Quickbooks-New client checklist (2023) QBO.xlsx
Restaurant Breakeven – Example.xlsx
SCORE Financial Projections Spreadsheet.xlsx
Staffing Schedule for Restaurant.xlsx
Startup and Ongoing Expenses Example Template.xlsx
Timesheet + Withholding Data.xlsx
Workable-Employee Handbook Template.docx
Additional Resources
Commercial Lease Checklist.docx
Creative Work for Hire Contract Sample.docx
Legal Entity Comparison Tips.docx
LLC Operating Agreement Sample 1.pdf
LLC Operating Agreement Sample 2.pdf
LLC – Operating Agreement Template.docx
To Download an Image:
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Click on the image or the link to open it
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Once opened, Right-click the image to open the dropdown list
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Then, select “Save Image As” in the dropdown list
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DONE! The download should appear in your downloads (top right section of your device window)
HOST INSTITUTION LOGOS
America’s SBDC Idaho – Original Logo
America’s SBDC Idaho – Accelerating Business Success Logo
America’s SBDC Idaho – North Idaho College Logo
America’s SBDC Idaho – Lewis-Clark State College Logo
America’s SBDC Idaho – Boise State University Logo
