E_Track Boots to Business Updates for Army April 2, 2015.

E_Track Boots to Business Updates for Army

April 2, 2015

AGENDA

1. FY15 strategic objectives

2. Participation data and forecast

3. Data sharing

4. Course registration

5. SOP and Letters of Coordination

6. “Transition Mission” ad campaign

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FY15 STRATEGIC OBJECTIVES1. Optimize delivery

a) Demand management

b) Course registration

2. Implement quality assurancea) SOP

b) LOCs

c) Instructor evaluation

3. Upgrade management IT systems

4. Improve service to Guard / Reserves

5. Support MLC expansion

6. Drive expanded outreach and awareness

7. Collect outcome data

3SUSTAIN and GROW

WHERE WE NEED VEI/SERVICES’ SUPPORT

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1. Optimize delivery

2. Implement quality assurancea) SOP

b) LOCs

c) Instructor evaluation

3. Upgrade management IT systems

4. Improve service to Guard / Reserves

5. Support MLC expansion

6. Drive expanded outreach and awareness

7. Collect outcome data

E_TRACK QUARTERLY RUN RATE

*Data as of March 13, 2015** Monthly does not include virtual 5

B&M Virtual Total1,119

19,163 5,270 24,433

Qtr/Qtr Change (Courses) 285% 6% -14% -2% 46% 7% -16% -28%Qtr/Qtr Change (Participants) 290% -8% -5% 15% 49% 1% -17% -59%

Remainder Q2 Forecast

PARTICIPANTS – MONTHLY YoY

6*Data as of March 13, 2015** Does not include virtual

FY14/FY13 Growth 961% 701% 127% 51% 59% 43% 83% 65% 48%

FY15/FY14 Growth 144% 16% 0% 30% 43% -77%

No. of Participants Per Month FY13Average 502.6667Min 56Max 789Range 733Std. Dev 276.8045

No. of Participants Per Month FY14Average 849Min 464Max 1168Range 704Std. Dev 244.5385

No. of Participants Per Month FY15Average 848.4Min 590Max 1134Range 544Std. Dev 197.5432

There is seasonality in the month-to-month course and participant trends.

COURSES – MONTHLY YoY

7*Data as of March 13, 2015** Does not include virtual

FY14/FY13 Growth 1033% 433% 96% 40% 31% 22% 45% 19% 33%

FY15/FY14 Growth 94% 7% 0% 32% 59% -77%

No. of Courses Per Month FY13Average 32.66667Min 3Max 51Range 48Std. Dev 17.90251

No. of Courses Per Month FY14Average 47.5Min 32Max 68Range 36Std. Dev 12.06422

No. of Courses Per Month FY15Average 48.8Min 37Max 62Range 25Std. Dev 9.121403

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E_TRACK GROWTH CONSIDERATIONS

*Data as of February 23, 2015** Includes virtual

E_Track expects Compound Annual Growth Rate (CAGR) of 44% through 2017 to reach 10% Share of TAP; MLC impact is not yet forecast

Services will continue to transition about 250K Service Members per year

The TAP E_Track launched in January 2013.

From its inception the E_Track Program has continued to grow in Service member demand and Program capability.

FY17 - Continuous Improvement Processes maintain program readiness

FY16 - Enterprise systems implemented; outcomes released

FY15 - Increased Program awareness and development of Best Practices

FY14 - Initial funding for training resources and process development

FY13 - Little awareness within the services and no resource funding

E_Track Growth Forecast

TAP v. E_Track Growth Forecast

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E_TRACK SERVICES COMPARISON

*Data as of February 23, 2015** Does not include virtual

Army Navy Air Force Marine National Guard -

20,000

40,000

60,000

80,000

100,000

120,000

140,000

3-Year Projection of Transitioning Service Members

FY14 ProjFY15 ProjFY16 Proj (linear)FY17 Proj (linear)

Service Component

Tran

sition

Pro

jecti

on

15%19%

45%

14%10%

Army Navy Air Force Marine National Guard

Coast Guard Not Reported0

200400600800

1,0001,2001,4001,600

Entrepreneurship Participation by FY Qtr and Service

FY13-2FY13-3FY13-4FY14-1FY14-2FY14-3FY14-4FY15-1

Services

Parti

cipan

ts

45%

10%

26%

6%

1%3%

9%

E_TRACK DEMOGRAPHICS

10*As of February 23, 2015** Does not include virtual

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E_TRACK QUARTERLY FORECAST

FY13, Q2 FY13, Q3 FY13, Q4 FY14, Q1 FY14, Q2 FY14, Q3 FY14, Q4 FY15, Q1 FY15, Q2 FY15, Q3 FY15, Q4

B&M

532 2075 1917 1826 2100 3120 3142 2621 2542 3582 3646

Vir-tual

NaN NaN NaN 314 1091 1926 1108 573 1376.96 1640.16 1185.44

To-tal

532 2075 1917 2140 3191 5046 4250 3194 3918.96 5222.16 4831.44

Cum 532 2607 4524 6664 9855 14901 19151 22345 26263.96 31486.12 36317.56

500

1,500

2,500

3,500

4,500

5,500

6,500

7,500

8,500

9,500

2500

7500

12500

17500

22500

27500

32500

37500

Qua

rter

ly P

erfo

rman

ce

*Data as of February 23, 2015** Includes virtual

“SHARE OF TAP (SHOT)” RATIO INSTALLATION DATA

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Strive to replicate best practices from similar sized higher “SHOT” installations

0 1000 2000 3000 4000 5000 6000 7000 8000 9000 100000%

5%

10%

15%

20%

25%

30%

35%

40%

45%

Performance Overview Percent of Tap Population in B2B

Installation TAP Population

% o

f TAP

par

ticip

ants

in B

2B 2

-Day

Cou

rse

Higher Yield-Lower TAP Population

Medium Yield-Higher TAP Population

Lower Yield-Higher TAP Population

• Relationship between total TAP population and the percentage that participate in E_Track = “Share of TAP (SHOT)” ratio.

• Smaller TAP populations tend to have the highest SHOT ratio• Larger TAP populations tend to have lower SHOT ratio

INSTALLATION “SHOT” RATIO PATTERNS

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1. The highest yielding installations tend to be smaller in overall TAP population

2. We recognize that installations with larger TAP populations have more ground to cover with not necessarily more resources

3. Possibly missing a large group of potential B2B participants that could be attributed to lack of awareness, resource constraints, etc.

4. There is a small subset of installations achieving within the 5-10% yield range with high TAP populations

5. What are they doing differently?

Observations:

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DATA SHARING PROCESS MAPTSM Receives Pre-

Separation Counseling

TSM completes DD Form 2648

TSM directed to B2B

registration

Registration populated by DMDC data

DMDC Data

TACL

ACAP 21 (Army)

AFFIRST (Air Force)

(Navy/Marines)

B2B IT System

DoD Data Sharing Agreement- TBD

Conduct 2 day course

2 day Course Completion

Data

Conduct 8 week course

DD Form 26481. Name2. SSN3. Pay Grade4. DOB5. Service6. Component7. Duty Station8. Date of Separation9. Transition Type10. Consent to be contacted11. Desired Counseling: -“Information concerning veterans small business ownership and entrepreneurship programs”12. Relocation Assistance13. Education Benefits14. Physical and Mental

B2B Program Office

Relationships b/t variables

Performance Metrics

Forecasting

Optimization

1. Total T-GPS population2. Total Elect B2B3. Total 2 day to 8 week -Demographics4. Cost per participant5. % Likely to start a business6. Probability to start business7. Time from training to business

ownership8. Military demographic analysis9. Impact of B2B on successful

transitionBusiness Ownership

Register 8 Week

Course

IVMF Registration populated by B2B

data

1. TSM individual data (PII)2. T-GPS elections (Entrepreneurship

track)3. T-GPS population demographics4. Veteran owned business statistics5. Veteran business owner

demographics1. Military2. B2B training

8 wk Course Completion

Data

Data

Outputs

Information Collected

Information Used

Data Sharing – Pending

Data Flow

System

DD Form 29581. Name2. DoD ID #3. Pay Grade4. Service5. Unit6. Transition date7. Consent to be contacted8. Completed T-GPS track:

Entrepreneurship

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COURSE REGISTRATION FUTURE STATE

• Improved registration form at OMB for approval• Believe gaps exist between ID of E_Track interest

at ITP and conversion to and documentation of course participation

• E2E flow of registration/participation data– Integration of SBA form data into Services current

forms and process• Automation and mobile/web enablement of

registration

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SOP HIGHLIGHTS

• Flows down from MOU• Services responsibilities• Service member’s responsibilities• SBA’s responsibilities

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LOC IMPLEMENTATION PLAN

• Coordination between SBA district offices (63) and installations (~170)

• HQ assistance as required• Signatures: SBA District Directors, Installation TSMs?• Execute Q315-Q415

Finalize and Clear SOP

Issue instructions to District offices

Socialize draft LOCCoordinate w OSD, Services

OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEPTFY15Q1 FY15Q2 FY15Q3 FY15Q4

Coordination callsSigning mtgs. as desired

Installation, DO implementationProvide LOC template/draft

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AD CAMPAIGN – “TRANSITION MISSION”

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ADDITIONAL M&O

• Engagement of Boots to Business graduates • Boots to Business collateral refresh • Ongoing social media (spotlights, relevant

articles, inspirational stories, news about upcoming events, etc.)

• Ongoing media relations (earned and paid)• Transition specific newspapers • Attendance at partner led events

What are your success stories and local M&O tactics?

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COORDINATION NEXT STEPS

• SBA meet with each Service for E_Track review (March – April if possible)– Installation yields, best practices, issues– Data sharing, focus on course registration– MLC forecast and integration– LOC implementation– Outreach refresh