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This document includes guidelines, templates, and appendices for conducting Business Retention and Expansion (BR&E) visitation programs. It provides self-assessment tools, training materials, sample
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How to fill out business retention and expansion

How to fill out Business Retention and Expansion Visitation Fundamentals
01
Identify the target businesses for visitation.
02
Develop a standardized visitation questionnaire for data collection.
03
Schedule appointments with the selected businesses.
04
Conduct the visitation, ensuring to introduce the purpose and benefits of the meeting.
05
Gather data using the questionnaire and take notes on key points discussed.
06
Analyze the data collected to identify trends and common issues.
07
Create a follow-up plan to address the needs of the businesses visited.
08
Regularly update the visitation process based on feedback and outcomes.
Who needs Business Retention and Expansion Visitation Fundamentals?
01
Local economic development agencies
02
Chambers of commerce
03
Business support organizations
04
Government agencies focused on economic growth
05
Community leaders and stakeholders interested in local business health
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What is Business Retention and Expansion Visitation Fundamentals?
Business Retention and Expansion Visitation Fundamentals refers to a structured approach and practices aimed at engaging with existing businesses to understand their needs, challenges, and potential for growth. The goal is to maintain and enhance the health of local economies by supporting businesses to thrive.
Who is required to file Business Retention and Expansion Visitation Fundamentals?
Typically, local economic development organizations, municipalities, and economic development agencies are required to file Business Retention and Expansion Visitation Fundamentals. This can also include any stakeholders involved in community development and business support.
How to fill out Business Retention and Expansion Visitation Fundamentals?
To fill out Business Retention and Expansion Visitation Fundamentals, one should collect data during site visits, document interactions, and record feedback from business owners. This may include using standardized forms provided by economic development agencies to capture important details about the business's operations, needs, and concerns.
What is the purpose of Business Retention and Expansion Visitation Fundamentals?
The purpose of Business Retention and Expansion Visitation Fundamentals is to facilitate communication between local government and businesses, identify and address issues facing businesses, and create strategies that support local economic growth and sustainability.
What information must be reported on Business Retention and Expansion Visitation Fundamentals?
The information that must be reported includes basic business details (name, address, owners), the nature of the visit, specific needs or challenges identified, feedback on local resources, and any follow-up actions that need to be taken to support the business.
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