Coaching

“It’s what you learn, after you know it all, that counts.”

Gain the confidence to make the right move.

Whether you are at the start of an idea, or trying to keep up the responsibilities of your current business, Community Futures offers 1-on-1 coaching and group business training guided by our team of entrepreneurs.

Book An Advisory Session Today!

Access the CF Network:
Local coaches from your community.

Jane Campardo

Jane Campardo

Workshop Facilitator & Employment Coach

Jane, principal of Engage, Business & People Solutions, has over 25 years experience in business strategy, international marketing and human resources management, where several of those years were spent in the agri-food, forestry, wine and advanced manufacturing industries. She holds a Masters of Science degree from UBC, Bachelor of Business Administration from Simon Fraser University, Viticulture Management and Wine Sales certificates from Okanagan College and the Canada Trade Accelerator Program certificate from the World Trade Centre.

Kelsey Hoy

Kelsey Hoy

Workshop Facilitator

Kelsey Hoy, Owner/Operator of Tickleberry’s Ice Cream is a second-generation entrepreneur and local business owner. Kelsey is the Distribution Channels & Partnerships Workshop Facilitator.

tickleberrys.com

 

Cody Leclair

Cody Leclair

Workshop Facilitator & Employment

Coach Cody Leclair, Owner/Operator of Howling Wolf Digital Media, completed the WorkBC Self Employment Program with Community Futures Okanagan-Similkameen. Cody is the Social Media Marketing for Startups Workshop Facilitator who also helps to coach entrepreneurs who need assistance with digital marketing solutions.

 

Danielle Dougan

Danielle Dougan

Workshop Facilitator & Employment Coach

Danielle Dougan, Owner/Operator of Penticton Accounting, teaches the Bookkeeping for Startups workshop and specializes in accounting/bookkeeping. Danielle lends her financial experience to CFOS clients to help them forecast accurate financial statements and provide support when putting their business plan together.

Pentictonaccountingcentre.com

Neil Wyper

Neil Wyper

Employment Coach

Neil’s law practice, Wyper Law, includes helping entrepreneurs start, grow and sell businesses. Before going to law school, Neil started a consulting firm to design electronics and software. Now as a lawyer, he uses his experience to help owners run their businesses with confidence. Neil has degrees in Law and Electrical Engineering, both from the University of Victoria and a Diploma in Electronic Engineering from BCIT.

wyperlaw.ca

Kristen 'Fergy' Ferguson

Kristen 'Fergy' Ferguson

Information coming soon.

Become a Coach

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Coaching Resources

Business Model Canvas

The Value Proposition Canvas Explained

4 Steps to Create a Killer Value Proposition Canvas

Business Model Canvas: A Complete Guide

https://www.cleverism.com/business-model-canvas-complete-guide/

A good blog post on the BMC

https://www.cleverism.com/business-model-canvas-complete-guide/

A free online course with short videos

A nifty web app to fill out the BMC with tutorials

https://canvanizer.com/tutorials

Customer Relationships Resources

VIDEO: Interview Tips with Body Language

https://www.intechnic.com/blog/best-customer-interview-tips-and-techniques-from-a-user-interview-expert/

VIDEO: CRM Explanation

VIDEO: Salesforce Demo

https://www.youtube.com/watch?v=mbo8_VHaBWw

Responding to Negative Online Reviews

How to Respond to Positive and Negative Reviews

Interview Tips

9 Customer Interview Techniques Every Product Manager Should Master

Buyer Persona Online Tool

https://www.hubspot.com/make-my-persona

The Practical Guide to Empathy Maps: 10-Minute User Personas

The Practical Guide to Empathy Maps: 10-Minute User Personas

Empathy Map Canvas

https://gamestorming.com/wp-content/uploads/2017/07/Empathy-Map-Canvas-006.pdf

 

Marketing Schedule / Planning Documents

Social Media Plan*

Marketing Plan*

Marketing Schedule*

*Access may need to be granted to these files, please contact us to gain access.

Competitor Analysis

5 Charts Used for Competitor Analysis

(Making a competitor analysis to know enough about competitors is very important for business marketing. This page will introduce you 5 charts and templates that are often used in competitor analysis.)

Key Partnerships

Partnerships – How to Build a Startup

 

Partner Definition– How to Build a Startup

Partner Types – How to Build a Startup

Partner Risks Example

Managing Partner Risks

Start-up Partner Summary

Partnership Resources

10 Questions Partnership Agreements Need to Answer *

Sample Partnership Agreement

Finding a Lawyer: Law Society of BC *

(The BC Branch of the Canadian Bar Association offers a Lawyer Referral Service, which will provide a referral to a local lawyer willing to take on new matters in a specific area of law. An initial half-hour consultation costs $25 plus tax.)

Government of Canada: Sole proprietorship, partnership, corporation or co-operative?

BC Government Proprietorships & Partnerships

Is Partnership Right for Your Small Business?

BC Partnership Act

Government of Canada: Partnership Tax Forms

Partnership Brokers

Business Plan Resources

Key Resources Business Model Canvas – Startup Example – Part 6.1 (8 min video)

BMC Key Activities (under 1 min video)

BMC Key Resources (under 1 min video)

Key Activities Business Model Canvas – Applied to Startup Example – Part 5.1 (10 min video)

BMC Cost Structure (2 min video)

Community Information Database

(The Community Information Database (CID) is a free internet-based resource developed to provide communities, researchers, and governments with access to consistent and reliable socio-economic and demographic data and information for all communities across Canada.)

City of Penticton Resources for Businesses

Debt & Break-Even Analysis

Debt to Income Ratio Calculator

(Debt to Income Ratio Calculator is a tool the media likes to use to show how indebted Canadians are. While it’s helpful to know the average debt to income ration for Canadians – it’s more helpful knowing your own debt to income ratio.)

Break-Even Analysis

(The point in which total cost and total revenue are equal)

Productivity Tools

Smartsheet

(Smartsheet is the best way to plan, capture, track, automate, and report on work at scale, enabling teams to move from idea to impact – fast.)

ADNIA

(When it comes to data analysis (simple or complex), Excel is a commonly used tool across the majority of businesses. The implications of using Excel are quite literally endless. The only thing that makes it hard to use is that it’s not very ‘readable’ and not very ‘visual’. ‘Adnia Solutions’ remedied that. ADNIA experts have created smart, innovative and incredibly easy-to-use excel based templates and Dashboards.)

Pivot or Proceed?

Test Your Knowledge when to Pivot or Proceed

  1. Review Flashcards
  2. Press “Learn” To test your knowledge
  3. Optional press “Test” or any of the PLAY choices “Match” or “Gravity”

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