BUSINESS RETENTION & EXPANSION VISITATION PROGRAM

CONTENTS (Part 6)

Research Cited and End Notes
ABOUT THESE MATERIALS

APPENDIX A: Glossary of Terms in BR&E Visitation Programs

The terms used in BR&E Visitation Programs evolve and change over time as we learn more about what works and what doesn’t. Here are some common terms used in these booklets and their synonyms used in earlier handbooks or publications.

BR&E Commencement Meeting

Meeting at which the community learns about the priorities set by the Task Force, and starts on the implementation phase.

BR&E Retreat

Four hour meeting of Task Force to set priorities for future BR&E projects.

BR&E Visitation Program

Name of the entire process outlined in these manuals. Synonymous terms (used in other publications): BR&E Programs or R&E Programs. These terms really refer to a much broader set of programs than the BR&E Visitation Program. But many BR&E professionals use these synonyms anyway. It always pays to clarify this.

Business Resources Coordinator

Person who quarterbacks the Leadership and Task Force on responding to the immediate concerns of the firms. Synonymous terms (used in other publications): Red Flag Consultant or simply BR&E Consultant.

Certified BR&E Master Consultants

Persons who coach community leaders on how to implement local BR&E Visitation Programs. Synonymous term used in other publications: State BR&E Staff.

Implementation Resources Meeting

Meeting of outside agencies or groups to see how their programs are related to BR&E projects and to explore the potential for collaboration.

Media Coordinator

Person who coordinates media coverage for the program and coaches the Leadership Team in working with the media.

Milestone Meeting Coordinator

Person who coordinates the major meetings (retreat, implementation resources, and commencement). Synonymous term (used in other publications): Retreat and Meeting Coordinator.

Red Flag Issues

Urgent situations in a firm that require immediate attention. Synonymous term: short-run, urgent problems

Visitation Coordinator

Person who quarterbacks the Leadership Team until the firm visits are done. Synonymous term: Coordinator.

RESEARCH CITED AND END NOTES

1 This booklet complements Chapter 11 of Morse, George W., 1996, BREI Consultant’s Guidebook: Course for the Certification of BR&E Master Consultants, Department of Applied Economics, University of Minnesota.

2 Kraybill, David S., 1995, "Retention and Expansion First," Ohio’s Challenge. Department of Agricultural Economics, Ohio State University, Columbus, OH. Vol.8, Issue 2, pp. 4-7.

3 This coordinator is called the "Red Flag Coordinator" in the Consultant’s Guidebook.

4 Allanach, Christopher B., 1995, "The Market for and Impacts of Business Retention and Expansion Programs," MS Thesis, Department of Applied Economics, University of Minnesota.

Morse, George W., and Inhyuck Ha, 1995, "How Successful are BR&E Implementation Efforts? A Four State Example," Department of Applied Economics, University of Minnesota Staff Paper P95-13.

5 McLaughlin, Robert T., 1990, "Making Connections through R&E: An Educator’s Case Study," in G. Morse (ed.) The Retention and Expansion of Existing Businesses. Iowa State University Press, pp. 166-182.

6 McLaughlin, op. cit., pp. 172. While this is a quote of a local leader, the authors have seen a number of programs which had problems. There are risks, especially if the basic principles are not followed.

7 Smith, Thomas R., George W. Morse, and Linda M. Lobao, 1992, "Measuring Impacts of Business Retention and Expansion Visitation Programs," Journal of Community Development Society, Vol. 23, No. 1, pp. 127-128.

8 Loveridge, Scott and Thomas R. Smith, 1992, "Factors Related to Success in Business Retention and Expansion Programs," Journal of Community Development Society, Vol. 23, No. 2, pp. 73-74.

9 Morse, George, 1993, "Retaining and Expanding Local Businesses: Strategies to Build Successful Programs" in Building Your Community’s Future Satellite Programs on Community Economic Development. Illinois Institute for Rural Affairs, Western Illinois University, pp. 21-25.

10 McLaughlin, op. cit., pp. 176-180.

11 Morse, George W., Robert McLaughlin, and Ellen Hagey, 1990, "Success Stories in R&E Business Visitation Programs," in G. Morse (ed.) The Retention and Expansion of Existing Businesses. Iowa State University Press, pp. 137.

12 This estimate assumes the BR&E Consultants provide the assistance outlined in the booklet: Initiator’s Manual for Starting New BR&E Visitation Programs. If the Consultant also plays the role of the Local Coordinator, the time will be the sum of the various roles.

13 Loveridge and Smith, op. cit., pp. 73-74.

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