CRM Software for Economic Development Organizations
Phone: +1 805 967 1280 | email: sales@outreachsystems.com

How do I satisfy the SBA National Impact Survey Requirements (formerly called the Chrisman Survey)?

OutreachSystems has programmed the distribution and reporting requirements for the SBA National Impact Survey right into Neoserra. The various reports are all available under the Manage|SBA National Impact Survey assuming your Neoserra database has at least one center marked with a Center Type of "SBDC" or "WBC":

The Neoserra SBA National Impact Survey module will use the same funding sources and centers as identified under your General Settings available from the Administration|Configuration menu option. These funding sources and centers are the same funding sources and centers also used for EDMIS reporting purposes. If you want to survey clients with different funding sources and/or from different centers than what is submitted to EDMIS, then you will need to update your General Settings.

To run your SBA National Impact Survey queries all you need to do is follow a few easy steps, outlined next:

  1. Create the Survey
  2. Distribute the Survey
  3. Log the Survey Respondents
  4. Redistribute Survey to Non-Respondents
  5. Generate Numbers for Demographic Data Forms #1, #2, and #3

Create the Survey

Some of our clients choose to publish the SBA National Impact Surveys electronically using eCenter Direct. This typically entails creating one survey for pre-venture clients and one survey for in-business clients. If you choose to go this route, then the first order of business is to create the surveys following the instructions provided in the FAQ titled How do I create, post, and advertise surveys?. It is important to take note of the "Survey Response Milestone Type" field on the configuration screen of your survey. It is important to set this field to the appropriate SBA Impact Survey Type:

When you get to the portion of this referenced FAQ that discusses "Specify the Survey Respondents," return back to this FAQ and follow the instructions in the next section because we have an easy way for you to specify survey respondents using Neoserra's built-in SBA National Impact module.

If you will not be using Neoserra/eCenter Direct to host the surveys, proceed to the next section.

Distribute the Survey

There are three ways to distribute the survey: via eCenter Direct, via a mass email that references a survey located somewhere other than eCenter Direct, or via postal mail. Depending upon your distribution method, the steps are very different.

Distributing the Survey via eCenter Direct

Once you have created the two surveys in Neoserra, you need to populate the survey request list of each survey with those clients that meet the parameters specified by the National Impact Survey Instructions (i.e. in-business and pre-venture clients that have five or more hours of prep and counseling time within the specified calendar year). This is easy to do; simply follow the below instructions.

  1. Select Manage|SBA National Impact Survey from Neoserra's menu.
  2. Here you will find three links:

  3. Choose either the "All in-business clients with 5+ hours of counseling" link or the "All pre-venture clients with 5+ hours of counseling" link depending upon the clients that you are wanting to survey. The first link titled: "All clients with 5+ hours of counseling" is primarily designed to allow you to run the National Impact Study Demographic Data forms as discussed at the end of this FAQ.
  4. As shown in the next graphic, Neoserra will create the appropriate filter to meet the current survey year's requirements:
  5. Now, go directly to the survey definition record found under View|Surveys that you should have already created, as discussed above. Click the "New" link in the Survey Request List right-hand panel. Give the request list a title and specify the date range that the survey will remain posted to eCenter for the respondents to complete.
  6. By default, survey response records are assigned to the center that the respondent belongs to (i.e. their owning center). However, you can override this to specify a particular center for all survey response records to be assigned to.
  7. Once your request list has been created click "Import" and choose "Import from a filter" and choose the "Current Client Filter" option:

    It is important that the centers identified in your survey correspond to the centers used to create the SBA National Impact Study filters. If you include some centers in National Impact filter that are not supported by the survey, then clients belonging to those centers will not brought over into the survey request list:

  8. Once the survey request list is populated with the appropriate clients, advertise the survey to these clients using the steps provided in the FAQ titled: How do I create, post, and advertise surveys?.
  9. Repeat these steps for both surveys - you will need to do this once for the in-business clients and once for the pre-venture clients.

Distributing the Survey via E-mail

To notify the appropriate clients of the survey via email, what you are ultimately doing is taking an easy shortcut to creating two client filters—one for in-business clients and one for pre-venture clients that have five or more hours of prep and counseling time within the specified calendar year. Once the filters are generated, you can email the members of each filter with the request to respond to the appropriate survey. Here's how:

  1. Select Manage|SBA National Impact Survey from Neoserra's menu.
  2. Here you will find three links:
    • CY20XX -- all clients with 5+ hours of counseling
    • CY20XX -- all in-business clients with 5+ hours of counseling
    • CY20XX -- all pre-venture clients with 5+ hours of counseling
  3. Choose either the "All in-business clients with 5+ hours of counseling" link or the "All pre-venture clients with 5+ hours of counseling" link depending upon the clients that you are wanting to survey. The first link titled: "All clients with 5+ hours of counseling" is primarily designed to allow you to run the National Impact Study Demographic Data forms as discussed at the end of this FAQ.
  4. Neoserra will create the appropriate filter to meet the current survey year's requirements. With the filter displayed, click the Email link at the top of the screen to send a mass email requesting completion of the survey.
  5. You can now decide whether to send the email from Neoserra, or to send the email using another third-party email application.
  6. Repeat these steps for both surveys - you will need to do this once for the in-business clients and once for the pre-venture clients.

Distributing the Survey via Postal Mail

To distribute the survey via postal mail, you'll generate two sets of mailing labels—one for in-business clients and one for pre-venture clients that have five or more hours of prep and counseling time within the specified calendar year. Here's how:

  1. Select Manage|SBA National Impact Survey from Neoserra's menu.
  2. Here you will find three links:
    • CY20XX -- all clients with 5+ hours of counseling
    • CY20XX -- all in-business clients with 5+ hours of counseling
    • CY20XX -- all pre-venture clients with 5+ hours of counseling
  3. Choose either the "All in-business clients with 5+ hours of counseling" link or the "All pre-venture clients with 5+ hours of counseling" link depending upon the clients that you are wanting to survey. The first link titled: "All clients with 5+ hours of counseling" is primarily designed to allow you to run the National Impact Study Demographic Data forms as discussed at the end of this FAQ.
  4. Neoserra will create the appropriate filter to meet the current survey year's requirements. With the filter displayed, click the Reports link at the top of the screen and choose Reports|Avery 5160 (3 across) Labels.
  5. Repeat these steps for both surveys - you will need to do this once for the in-business clients and once for the pre-venture clients.

Log the Survey Respondents

If you are using eCenter Direct to distribute the survey, then it is important to tell Neoserra to log all survey responses as Impact Survey responses using the "Survey Response Milestone Type" field on the survey record, as discussed above. If you did not set this on the survey record, then your milestones will need to be updated to reflect that the clients specifically responded to the National Impact survey.

If you are not using eCenter to distribute the survey, then, as survey results are returned to you, you must manually create a "Responded to SBA Impact Survey (CY <yyyy>)" milestone record for each client that responded, where the "yyyy" is the calendar year that you ran the report for.

Redistribute Survey to Non-Respondents

When you are ready to send your second round of survey requests, simply go back to Manage|SBA National Impact Survey and click the links associated with clients who have not yet responded:

Make sure that you are working with the links under the heading: "Long-term Clients CYYYYY - No Survey Response" and follow the steps as outined above under the Distribute the Survey section again.

Generate Numbers for Demographic Data Forms #1, #2, and #3

Demographic Data Form #1

To generate data for the Demographic Data Form #1, open Neoserra' SBA National Impact Survey Reports module under the Manage menu option. For Demographic Data Form #1, you will use the first link, highlighed in green below, titled: "All clients with 5+ hours of counseling":

Click on the link to open the client filter. With the clients on the screen click the "Reports" link in the upper right hand corner of the interface, and choose Reports|SBA National Impact Study Demographic Data":

Demographic Data Form #2

As highlighted in orange, in the graphic above, you will choose the "All clients with 5+ hours of counseling" under the heading: "Long-term Clients CYYYYY - With Survey Response" for the second demographic report. Click on the link to open the client filter. With the clients on the screen click the "Reports" link in the upper right hand corner of the interface, and choose Reports|SBA National Impact Study Demographic Data".

Demographic Data Form #3

Neoserra can only provide you data for line items 1a and 1b on the Demographic Data Report #3. Line item 1b can be obtained from the Demographic Data Form #1 as generated from Neoserra, while line item 1a can be obtained from line 25 (Total Client Hours) of the Economic Impact Scorecard.

Per the "Directions for National Impact Study (Chrisman Study)" the "information needed for questions 3-4 on Demograhic Data Form #3 should be available in an Economic Report, Statistical Abstract or the taxing authority (e.g. State Treasurer, Tax Commission, Department of Revenue) for your state. If current data are not available use the most current data that are available. For further information contact Jim Chrisman by phone at 662-325-1991 or by email at jchrisman@business.msstate.edu."

Want more? Browse our extensive list of Neoserra FAQs.