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# 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.

[Schedule a demo](https://calendly.com/ricky-causey/demo)[Start a 30-day free trial](https://my.causey.app/sign_ups/new)

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 businessesOn track
- Log 9,000 advising hoursOn track
- Clients access $12M in capitalSlow

### Center performance

- Every center meets its SBA milestonesOn track
- Raise client satisfaction to 90%Complete
- Grow quality client referralsSlow

### Partnerships

- Renew the host institution agreementComplete
- Add three lender partnersOn track
- Co-host four events with local chambersNot started

### Accreditation

- Map the plan to accreditation standardsComplete
- Document continuous improvementOn track
- Prepare for the on-site reviewOff track

_On track
			
				Slow
			
				Off track
			
				Complete
			
				Not started_

## Built around how SBDC networks work

SBDCs have run their strategic plans on Causey since 2016. These are the parts they lean on most.

- 
### 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.

- 
### The numbers your funders ask for

Track advising hours, startups, capital accessed, and client referrals each month, right next to your SBA milestones.

- 
### Ready for accreditation

Keep your accreditation standards inside the plan, with goals and documents attached, so the review isn't a scramble.

- 
### A home for the whole network

Network leaders see every center in one list and can open any center's plan in a click.

![](/uploads/rob-campbell.jpeg)

> 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.

_Rob Campbell
			Director of Clackamas, Oregon SBDC_

![](/uploads/tori-rayne.jpg)

> 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.

_Tori Rayne
			Deputy Director, Network Advising, SBDC Texas Gulf Coast Network | University of Houston_

## See how a network plan comes together

[Schedule a demo](https://calendly.com/ricky-causey/demo)

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