Client & Mentor Forms 1 & 2

Download 48.54 Kb.
Date conversion19.08.2017
Size48.54 Kb.

Client & Mentor Forms 1 & 2





Copyright (c) 2010


Guidelines for writing case studies and success stories. Full Application: Form 1 Client/ Form 2 Mentor

Case Study Submission Form
What is a Case Study?

A case study allows SBMS to show how working with business operators can benefit their business. Each case study is about one business. It explores and defines the steps the business has taken in conjunction or with the support of the Mentor to achieve better outcomes. Not all case studies are about considerable growth or success. In many instances the true value a Mentor adds is in giving clarity of direction and allowing a business operator to find a path that best suits them.

Case studies fall into two categories:

  • Success stories: Where a business has grown, employed more staff, expanded product lines, sought export markets, achieved breakthroughs or accessed opportunities.

  • Case Studies: Where SBMS has helped a business to understand their business better. In some cases this may lead the business to explore new avenues, avoid disaster, change direction or put in place methods and systems for the long term benefit of the business and the owners

In both cases the stories written are designed to be a true reflection of the efforts made by both the business and the Mentor to achieve better outcomes.
Case studies are articles and reports that demonstrate that mentoring can really help a small business.

Why are Case Studies important?

Case Studies are important because they:

 Help to market SBMS and the business that has been mentored
- Newspapers are often looking for small business stories with an unusual or interesting angle.

  • Offer an opportunity for a business’s story to be told

  • Provide the business with valuable SEO assistance by their article appearing on the SBMS website and possibly government or other organisations websites

  • Magazines or industry newsletters are often seeking articles that relate to their industry or readership base

  • Local Newspapers often look for local interest stories

 Acknowledge the work and skill of an individual SBMS mentor

 Encourage SBV/VBL/VBC departmental staff to confidently refer clients to SBMS
 Offer valuable publicity for the client’s business and its products or services.

 Offer insight into events, challenges or difficulties that businesses have needed to overcome (e.g. bushfires, changes to legislation, changed circumstances).

How are Case Studies used?
Once a ‘Case Study Submission Form’ is received from a Mentor it is sent to a journalist who is paid to write up the story. The journalist contacts the Mentor and the client to get “quotes” for the story to make it come ‘alive’. A draft of the story is submitted to the client and the Mentor for an OK before it is used. A photograph of the client and the mentor is also obtained where possible and incorporated into the article.

SBMS passes the article on to the Department of Innovation Industry and regional Development (DIIRD) and relevant media outlets. SBMS also publishes the success story on the SBMS website to allow other businesses to read about the way SBMS can assist.

Of critical note is that when an article is sent to the media THERE IS NO CONTROL OVER HOW THEY USE IT. Nor is there any guarantee that the article will get published in the Daily or local newspapers.

In addition SBMS may also use the article in an SBMS newsletter or annual report. Case studies are also sent to Small Business Victoria departmental staff who are involved with SBMS activities.

Case Study Submission Form

The ‘Case Study Submission Form’ below provides contact details of the Mentor and the client and provides brief details about the help provided and the outcomes achieved. Additional forms are available from

David Gregory: Suite 5, 303 Maroondah Hwy, Ringwood, Victoria 3134. Phone:03 9879 4476



On completion please forward the form via fax, email or post to:

David Gregory: Suite 5, 303 Maroondah Hwy, Ringwood, Victoria 3134.

Phone: 03 9879 4476 Fax 03 9879 4486




1. Part A relates to the client and their perspective of the relationship and the outcomes.

2. Part B is a about the Mentor and their perspective of the relationship and its outcomes

3. It is important that the Mentor helps the client to fill out Form 1 or fills it out for them.

Often a client and the Mentor are reluctant to “blow their own horn” for fear that they are being egotistical or that their business is not a BHP or David Jones. The Case Studies are about small business and the true stories of the people that run them. They embrace the idea that with help, they can grow, compete, survive or become a big business. In each instance, that is a story that both the client and the Mentor should be justly proud of.

Providing the Information on this form will gain the business some free publicity on the SBMS website, a chance to reflect on how far they have come and an opportunity to have their story published in the media.

4. You must obtain your client’s agreement to have a story published. Your client will be asked to approve

the final story but your client must be advised that the media will modify the story to make it suitable for

their audience, and that the media will NOT seek your client’s approval prior to publication. They will

however only have the information provided through our journalist and with the approval of the client to

work with.

To be filled out by SBMS Mentor


1. Have you obtained your clients agreement to have a story prepared and released to the media?

Yes  No  - tick the appropriate box or type Yes or No here >>>
2. Is your client agreeable to being interviewed by a journalist so that a story may be written?
Yes  No  - tick the appropriate box or type Yes or No here >>>
3. Is your client agreeable to having a photograph taken to accompany the story?
Yes  No  - tick the appropriate box or type Yes or No here >>>

Mentor name:

Client & Business name:


The case study form below is designed to provide our journalist with as much information as possible. Other than the base contact details no questions are compulsory but the more information we have the better. If there are additional aspects to your business, or comments you would like to make about your involvement with SBMS, please feel free to add whatever you like. On receipt we will arrange for our Journalist to contact you directly. Your discussions are private and confidential. Only the information you wish to be published will be included in the story. You will also receive a copy of the story for approval prior to publication.

Business owner/s name/s:

Business name:

Business street address:



BH Tel:

AH Tel:

Fax. No:

Email address:


When did you start the business?

How many employees do you have?

What was your background before you started the business?

Why did you choose this type of business?

Products or services sold: Please be very clear and specific and explain in non-technical layman’s terms - what do you actually sell?

Who are your customers? e.g. corporate, wholesaler, retailer, public?

Do you sell locally, interstate or overseas?

What gives you an edge over your competitors?

How did you find out about the SBMS?

Why did you feel you needed a Mentor?

Have you any suggestions on how to improve SBMS services?

What difference has the mentoring made to your business in the following areas? (please give as much detail as possible)

* Improved management skills?

* Improved capabilities eg reduced stress, taking holidays etc.?

* Strength of the business?

* Improved sales (% increase)

* New customers (% increase)

* Improved profits (% increase)

* Enquiries (% increase)

* Exports:

* Improved employment:

* More wages for staff due to better sales:

* Multiplier or downstream effects eg. new investment in buildings, equipment:

Sometimes SBMS has the opportunity to do video case studies for use at the Victorian Business Centre and at showcases. Would you like to be involved in a video case study if the opportunity arises?

SBMS is always looking to assist more businesses. Each year we present to a range or Councils, organisations, business groups and festivals in order to improve awareness of the service. Would you:

  1. Like your case study used at events/presentations Yes/No (Circle one)

  2. Be available to attend events/presentations Yes/No (Circle one)

  3. Be happy for your Video case study to be on display Yes/No (Circle one)

Please feel free to add additional pages and comments. The more information we have the more interesting and valuable the article will be.

Thank you for taking the time to fill out this form. SBMS greatly values our clients and is proud of the achievements you have made in your business. We wish you every future success.


Mentors name:

Email address:



Telephone/s: (BH, AH, Mobile, Fax)

Date of providing this information?

When did mentoring first commence?

Duration (months/years) of mentoring?

Is mentoring continuing now?

Approximate number of sessions?

Which program was originally selected by the client?

What help did you provide? Please be quite specific:

Where is the client now compared to where they were before you became involved?

Has profitability improved? Yes  No 

What have been the benefits to the business of your assistance to the client? (Expand)

e.g. Improved understanding, improved skills, increase in staff numbers, increased sales, export opportunities, greater safeguards, introduced new systems, improved HR and staff relations, greater awareness of needs, succession planning, avoided potential disaster, happier, greater work/life balance.

Would this client like to be involved in a video case study

The database is protected by copyright © 2017
send message

    Main page