Faculty program presentation glenn rogers march 12 2009
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Faculty program presentation glenn rogers march 12 2009

Faculty Program PresentationGlenn RogersMarch 12, 2009


Problem to solve

Problem to solve

  • Farmers expressing increased need for Farm Accounting / Record Keeping / Taxation of businesses / New Technology / Using computer programs for Accounting / Teaching new farmers how to use a popular farm accounting program


Program planning

Program Planning

  • Needs Assessment - Data collection

  • Audience - farmers

  • Collaborators

  • Advertizing – Mailings

  • Funding & Grants

  • Delivery

  • Evaluation


Needs assessment

Needs Assessment

  • Farm Viability Program

    • 122 Different Applications 2004 - 2007

    • 13 of 14 counties represented

    • 48,600 acres

    • 11,300 cows

    • 3,450 acres of sugarbush

    • $2.6 million net, ($1.1 million off farm income)

    • 48 different areas of need requested


Technical assistance vt farm viability enhancement program

Technical Assistance-VT Farm Viability Enhancement Program:

  • Farm Business Planning Energy EfficiencyMaple Sugaring

  • Retirement/Estate Planning Milk MarketingTree Fruits

  • Farm Accounting Wholesale MarketVegetables, Berries

  • Borrowing Capacity Market Niche Devlp.Small Grains

  • Health Insurance Dairy Cattle Health Beef

  • Expansion Dairy Nutrition Goats

  • Sale of Development Rights Dairy HeifersHogs

  • Farm Transfer Dairy SheepHorses

  • Personal/Family Stress Other LivestockSheep

  • Farming with Disabilities Organic DairyPoultry

  • Forage Crop Management Organic LivestockBees

  • Labor Management Organic CropsCSA

  • Pasture Management Cattle Housing Agri-Tourism

  • Manure Management Milking SystemsOrnamentals

  • Soil Nutrients On-Farm Processing Christmas Trees

  • Environmental Concerns On-Farm SalesComposting


Responses to farm viability needs

Responses to Farm Viability needs


Responses to farm viability needs1

Responses to Farm Viability needs

108


Farm viability county responses

Farm Viability County Responses


Farm viability county responses1

Farm Viability County Responses


Location location location

Location, location, location

  • Gather from largest audience areas

  • Addison, Bennington, Franklin, Rutland-55%

  • Caledonia, Orleans, Lamoille, Orange – 25%

  • Windsor, Windham- 10%


Collaborators communications

Collaborators, Communications

  • Instructors–UVM Extension, Yankee Farm Credit

  • Materials – Step by Step Book developed

  • Financial support – SARE

    • $800 Speaker support, RMA, Collaborators - assistance

  • Support – NOFA, Intervale, Agency of Ag, Banks, Industry (coops), UVM Ext. Farm Viability, UVM Extension Ag and farmer e-mail lists

  • Communications - $$$ issues

    • Innovative – e-mail lists exclusively


  • Attendance intro to quickbooks

    Attendance-Intro to Quickbooks

    • Essex – 18

    • Middlebury – 28 !!!!

    • All got in


    Quickbooks attendance by county

    QuickBooks: Attendance by County


    Quickbooks attendance by county1

    QuickBooks: Attendance by County


    Audience

    Audience

    • Dairy - 15Vegetable - 8

    • Maple – 5Sheep - 3

    • Years in Business

      1 to 5 years – 146 to 10 years - 5

      11 to 15 years – 216 to 20 years – 2

      21 – 25 years – 3> 30 years - 3


    Additional sites

    Additional sites

    • St. Johnsbury – 3 – Cancelled

    • Brattleboro – 3 – Cancelled

    • Rutland – 11 – Scheduled March 26, 2009

      • Email lists - Targeted

      • NRCS/FSA mailings - targeted, Newspaper

      • USDA Risk Management support

      • Reduced direct costs to UVM Extension


    Evaluations

    Evaluations

    • Immediate

    • 3 month follow – up – Survey Monkey


    Uvm extension quickbooks seminar survey results dec 2008

    UVM Extension QuickBooks seminar survey results – Dec 2008


    Your opinion on the quickbooks overall presentation experience

    Your opinion on the QuickBooks overall presentation experience


    Statements that most apply as a result of taking the extension quickbooks course

    Statements that most apply as a result of taking the Extension QuickBooks Course

    Pg. 1


    Pick the statements that most apply as a result of taking the extension quickbooks course

    Pick the statements that most apply as a result of taking the Extension QuickBooks Course

    Pg. 2


    What are you doing differently as a result of the course

    What are you doing differently as a result of the course?

    • I will be helping to transfer our farm’s bookkeeping to QuickBooks and then assisting my in-laws to do the farm bookkeeping.

    • I’m getting used to using QB. Steep learning curve, requires more than occasional practice.

    • I would like an advanced course on budgets

    • I learned some shortcuts that I had not know. Recording deposits on line in the check register instead of going to the deposit window.

    • I am better able to suggest/promote/instruct QB to my students who are learning farm business management and entrepreneurship.

    Pg.1


    What are you doing differently as a result of the course1

    What are you doing differently as a result of the course?

    (Cont.)

    • I’m just getting started with QuickBooks now……,but I’m looking forward to it.

    • I figured out how to do the 1099’s and I also learned little things about entering my transactions and the reports that it creates, that I can then use for tax purposes.

    • I was looking for a little more out of the class but wished I’d had the opportunity to learn this years ago.

    • Purchasing QuickBooks for the farm, contacting someone from Yankee Farm Credit for assistance.

    Pg. 2


    What did you like best about the course

    What did you like BEST about the course?

    • The fact that the course starts from the very beginning and the binder to use as a tool to set up when I'm at home.

    • The notebook that we got to take home and write notes in during the class so you can go back and see for a quick reminder of how to do it.

    • The instructors helped with the process.

    • I thought the course was good for someone just starting out inn QuickBooks but I have been using it for 2 ½ years.

    • Comfortable environment (good people leading the class and attending) made learning fun and easy.

    • Started simple and did not get too advanced for the one day time limitation.

    Pg. 1


    What did you like best about the course cont

    What did you like BEST about the course?(cont.)

    • Probably the most critical thing for me was the 3 ring binder that I expect to rely on heavily as I’m getting started.

    • That it was visible on the screen, slow so you could absorb everything and especially the directions to take home after so if you forgot you had a resource to look back on.

    • There was a great balance between basic and detailed information.

    • Everyone in the course had the same interests. The teacher seemed knowledgeable.

    • Step by step instruction to set up.

    Pg. 2


    What did you like least about the course

    What did you like least about the course?

    • Nothing (4)

    • There was nothing about payroll

    • All OK

    • I am not sure I got a good answer on my inventory question. It seems like you ought to be able to use the inventory module for agriculture businesses.

    • No hands on navigation of the program

    • Sitting in a war room for several consecutive hours. That’s a recipe for “nap time” for those who spend a lot of time wrestling outside with animals and equipment.

    • Needed the next level.

    • Too short, would like follow up class or longer session.


    What suggestions do you have for making the program more effective

    What suggestions do you have for making the program more effective?

    • Perhaps use a computer lap where we all enter the info at the same Time. It could get complicated….

    • None at this time

    • Work on payroll

    • Workshop Day 2- Practice. (I have a laptop) Would require a facility w/computers that have QuickBooks installed.

    • Opportunities to work QB on a computer during the class using a simple farm operation as an example will reinforce the learning.

    • I may have some suggestions as I get farther downstream, but I came away from the seminar feeling that it was very well done.

    Pg.1


    What suggestions do you have for making the program more effective cont

    What suggestions do you have for making the program more effective? (cont)

    • Maybe a follow up class for after you have used it and now you have new questions since starting to use.

    • Possibly more interactive learning.

    • Continuation and next level courses.

    • Have computers available to try the program, and have QuickBooks available to purchase (at a discount would be even better!). Thank you for the course!

    Pg.2


    Quickbooks discussion list

    Quickbooks Discussion List

    • [email protected]

    • Follow up after April 15th, 2009

    • On-line discussion – Webinar

    • Quarterly – 26 of 27

    • 2 – 3 hours – if class & $20 -$30 for class


    Mistakes

    Mistakes

    • Charged $35.00 – instead of $45.00

      • Much to the disappointment of some

      • Much to the delight of attendees

      • Still recorded a profit over expenses inculding staff - (but not faculty)

        Timing, financial environment, lead time, topic critical with program


    Items learned

    Items learned

    • Survey Monkey use

    • E-mail discussion lists for specific topics

    • E-mail lists for mailing of notices

    • Need for both e-mail/mailers in some instances

    • SARE resources

    • Webinar ideas


    Questions

    QUESTIONS?


    Vt farm transfer estate planning

    VT Farm Transfer/Estate Planning-

    Dairy

    • Compilation based on 38 survey responses


    Vt farm transfer estate planning1

    VT Farm Transfer/Estate Planning

    Maple

    • Compilation based on 54 survey responses


    What is your is your principal farming enterprise farm show dairy

    What is your is your principal farming enterprise? Farm Show/Dairy

    • Dairy64.9%

    • Other Livestock21.6%

    • Field Crops 2.7%

    • Crops 5.4%

    • Large Fruit Crops 0.0%

    • Maple 0.0%

    • Other Ag 5.4%

    • Non-Ag 0.0%


    What is your is your principal farming enterprise maple

    What is your is your principal farming enterprise? Maple

    • Dairy13.2%

    • Other Livestock 1.9%

    • Field Crops 0.0%

    • Crops 3.8%

    • Large Fruit Crops 1.9%

    • Maple 69.8%

    • Other Ag 1.9%

    • Non-Ag 7.5%


    What county do you live in

    What county do you live in?

    • Dairy/Farm Show

      Addison 2.8% Lamoille 2.8%

      Bennington 0.0% Orange 11.1%

      Caledonia13.9% Orleans 36.1%

      Chittenden 5.6% Rutland 0.0%

      Essex 0.0% Washington 13.9%

      Franklin 5.6% Windham 2.8%

      Grand Isle 0.0% Windsor 5.6%


    What county do you live in1

    What county do you live in?

    • Maple

      Addison 1.9% Lamoille 7.7%

      Bennington 5.8% Orange 5.8%

      Caledonia 7.7% Orleans 15.4%

      Chittenden13.5% Rutland 1.9%

      Essex 0.0% Washington 19.2%

      Franklin15.4% Windham 1.9%

      Grand Isle 1.9% Windsor 1.9%


    Rank the top 4 with 1 being most important to your business dairy farm show

    Rank the top 4 with # 1 being most important to your business. Dairy/Farm Show


    Rank the top 4 with 1 being the most important to your business maple

    Rank the top 4 With #1 being the most important to your business. Maple


    Rate the following as to their importance to your farm business or family dairy

    Rate the Following as to their importance to your farm business or family. Dairy


    Rate the following as to their importance to your farm business or family maple

    Rate the Following as to their importance to your farm business or family. Maple


    Where are you with your estate plan dairy

    Where are you with your Estate plan? - Dairy

    • No Estate Planning done.48.6%

    • Would like to do more planning.29.7%

    • Planning up to date.21.6%


    Where are you with your estate plan maple

    Where are you with your Estate plan? - Maple

    • No Estate Planning done.38.9%

    • Would like to do more planning.44.4%

    • Planning up to date.16.7%


    Where are you with your farm transfer dairy

    Where are you with your Farm Transfer? - Dairy

    • No Farm Transfer Planning done.44.7%

    • Would like to do more planning.34.2%

    • Planning up to date.21.1%


    Where are you with your farm transfer maple

    Where are you with your Farm Transfer? - Maple

    • No Farm Transfer Planning done.60.8%

    • Would like to do more planning.29.4%

    • Planning up to date. 9.8%


    Would you like uvm extension to offer programs on estate planning farm transfer

    Would you like UVM Extension to offer programs on Estate Planning/Farm Transfer?

    Dairy

    • Yes86.8%

    • No13.2%


    Would you like uvm extension to offer programs on estate planning farm transfer1

    Would you like UVM Extension to offer programs on Estate Planning/Farm Transfer?

    Maple

    • Yes80.4%

    • No19.6%


    How would you like information on estate planning farm transfer presented dairy

    How would you like information on Estate Planning/Farm Transfer presented? Dairy


    How would you like information on estate planning farm transfer presented maple

    How would you like information on Estate Planning/Farm Transfer presented? Maple


    What is your age dairy

    What is your age? Dairy

    • Up to 30 years of age 5.6%

    • 31-45 years of age19.4%

    • 46-60 years of age38.9%

    • Plus 60 years of age36.1%


    What is your age maple

    What is your age? - Maple

    • Up to 30 years of age 2.0%

    • 31-45 years of age19.6%

    • 46-60 years of age45.1%

    • Plus 60 years of age33.3%


    Gender dairy

    Gender - Dairy

    • Male80.0%

    • Female20.0%


    Gender maple

    Gender - maple

    • Male75.0%

    • Female25.0%


    Thank you

    Thank You


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