Prepare for your next step

• We can state how much funding we need and exactly what it will pay for.
• We have financial statements for the last two to three years, or since we opened.
• We have 12 to 24 months of cash flow projections with written assumptions.
• We know how repayment or investor expectations fit within our cash flow.
• Our business plan or summary explains how the funding leads to results.
• Ownership, licenses, and tax filings are current and easy to document.

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• We are registered in the procurement systems our target buyers use.
• We have a current one-page capability statement.
• We can list past projects that match the size and type of work we want.
• We know which certifications we hold and which we may qualify for.
• We have the staffing, insurance, bonding, and cash flow to perform if we win.
• We use clear criteria to decide which bids to pursue and which to pass on.

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• We have named the specific customer segment we want to reach next.
• We have spoken with potential customers in that segment about their needs.
• We know who already serves them and why customers choose those options.
• We can explain in one sentence why our offer is a better fit.
• Our pricing reflects the new channel’s costs and customer expectations.
• We have a small, low-cost way to test demand before committing fully.

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• Intended participants have helped identify the need and shape the program.
• We have defined who the program serves and how they will take part.
• Each activity connects to an outcome we intend to achieve.
• The budget covers staffing, materials, and partner contributions.
• Partner roles and responsibilities are agreed in writing.
• We know what we will track to learn whether the program is working.

Several items unchecked? That is a normal starting point. See how OLIM can help →