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Continue to address questions throughout the presentation

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Continue to address questions throughout the presentation

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Tangible takeaways, we can implement (AKA quick wins)

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Tangible takeaways, we can implement (AKA quick wins)

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Respond to the presenters when they prompt/ask for reactions

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Respond to the presenters when they prompt/ask for reactions

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improved understanding of FAB processes so that I can help clients develop stronger applications

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Keep an open mind and one team problem-solving approach

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Keep an open mind and one team problem-solving approach

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Be open to other perspectives, even if they are different from our assumptions

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Be open to other perspectives, even if they are different from our assumptions

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Active listening respecting each of our roles and responsibilities.

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better understanding of how BAS interacts with clients and what they hear about the client perspective

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better understanding of how BAS interacts with clients and what they hear about the client perspective

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ID gaps in our team/work and plan out how to address them going forward

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ID gaps in our team/work and plan out how to address them going forward

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Finish early! Because some may need to go early, so can make sure we have everyone during the meeting.

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Finish early! Because some may need to go early, so can make sure we have everyone during the meeting.

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make it about the process and not the people

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make it about the process and not the people

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share own experience/challenge in gathering the update information

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share own experience/challenge in gathering the update information

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Learn about others processes and thoughts for improvement

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Better understanding of some of the pain points from both the gov't staff perspective as well as the clients perspective.

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Get to know how the gap arrives and how to avoid it

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Get to know how the gap arrives and how to avoid it

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Revisit the requirements in the application and determine if all of the information that is included is necessary at the initial stage.

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Determine if changes can be made in TPON to see more information about the "application downloader" up front...i.e. location, etc...this can help SBAs in early outreach

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We really need to improve the application form to provide the outcomes we need and make it TPON 'friendly', and I think it would be very beneficial to have FAB provide training to SBAs on how TPON impacts the application and future report backs

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Address the client experience so that the data entered into the application form is of better quality to begin with. Hopefully that would result in less changes downstream

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Address the client experience so that the data entered into the application form is of better quality to begin with. Hopefully that would result in less changes downstream

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I know this is not popular, but if we went back to the Stage 1: checklist application and then a Stage 2: full application after we approve the checklist, it could: 1. allow the SBA to work with the client from day one 2. allow clients to get feedback if this is the appropriate funding program to apply to and 3. review things like correct financial statements, proper use of 2000 hr calculation, etc.

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Perhaps a simple chart is needed in order for clients/SBAs to calculate jobs is needed. A simple chart that has year 1 - ask how many full months, how many full time employees that automatically calculates the employees for that year and each subsequent year. Then the last year - which could also be a partial year (depending on when they apply and when their year end is) would be simply done for the client.