Referral Building Community Partner Proposal Planning Worksheet
Last updated: Feb 19, 2026
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Referral Building Community Partner Proposal Planning Worksheet
What Are We Looking for in Referral Community Partners?
- Significant reach/members.
- Ability to refer clients to SCORE.
- Willingness to partner as workshop host.
- Well-respected, “magnet” in the business community.
Part 1: Community Partner Contact Information:
| Organization Name: | |||
| Address: |
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| Key Officers: | |||
| Key Contact: | |||
| Phone: | Fax: | ||
| Email: | Website: | ||
| Part 2: Description of Community Partner Business or Organization | |||
| Part 3: Account Relationship Plan | |||
| Volunteer Contact: (SCORE volunteer responsible for relationship development.) | |||
| Immediate Action Steps: (First 90 days) | |||
| Goals & Objectives for Next 12 Months: | |||
