Strategic planning for SBDC networks
Keep every center in your network working from the same plan, track the numbers your funders ask for, and go into accreditation with the evidence already in one place.
Lakeshore SBDC Network, 2026 strategic plan
To grow the regional economy by helping entrepreneurs start and build sustainable businesses.
Client impact
- Help launch 60 new businesses On track
- Log 9,000 advising hours On track
- Clients access $12M in capital Slow
Center performance
- Every center meets its SBA milestones On track
- Raise client satisfaction to 90% Complete
- Grow quality client referrals Slow
Partnerships
- Renew the host institution agreement Complete
- Add three lender partners On track
- Co-host four events with local chambers Not started
Accreditation
- Map the plan to accreditation standards Complete
- Document continuous improvement On track
- Prepare for the on-site review Off track
Built around how SBDC networks work
SBDCs have run their strategic plans on Causey since 2016. These are the parts they lean on most.
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One plan, every center
The lead center sets network priorities, and each regional center plans its own goals under them. Share your plan as a template so every center starts from the same structure.
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The numbers your funders ask for
Track advising hours, startups, capital accessed, and client referrals each month, right next to your SBA milestones.
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Ready for accreditation
Keep your accreditation standards inside the plan, with goals and documents attached, so the review isn't a scramble.
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A home for the whole network
Network leaders see every center in one list and can open any center's plan in a click.
The Causey strategic planning software has been a great benefit to our state network. It helps us with accreditation and provides direction for all 19 centers. It keeps us aligned with our host colleges and with our statewide strategic initiatives, no matter where we're located in the state.
The Causey platform gave our network a centralized and transparent way to manage and communicate our strategic plan. The entire staff was able to access real-time updates on goals, action items, outcomes, and progress, which helped ensure consistency across the network.