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 Efficiency Maple Sugaring

  • Retirement/Estate Planning Milk Marketing Tree Fruits

  • Farm Accounting Wholesale Market Vegetables, Berries

  • Borrowing Capacity Market Niche Devlp. Small Grains

  • Health Insurance Dairy Cattle Health Beef

  • Expansion Dairy Nutrition Goats

  • Sale of Development Rights Dairy Heifers Hogs

  • Farm Transfer Dairy Sheep Horses

  • Personal/Family Stress Other Livestock Sheep

  • Farming with Disabilities Organic Dairy Poultry

  • Forage Crop Management Organic Livestock Bees

  • Labor Management Organic Crops CSA

  • Pasture Management Cattle Housing Agri-Tourism

  • Manure Management Milking Systems Ornamentals

  • Soil Nutrients On-Farm Processing Christmas Trees

  • Environmental Concerns On-Farm Sales Composting






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




    Audience
    Audience

    • Dairy - 15 Vegetable - 8

    • Maple – 5 Sheep - 3

    • Years in Business

      1 to 5 years – 14 6 to 10 years - 5

      11 to 15 years – 2 16 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




    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? the Extension QuickBooks 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? the Extension QuickBooks 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 Extension QuickBooks 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? the Extension QuickBooks 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? the Extension QuickBooks 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 effective?

    • [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 effective?

    • 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 effective?

    • 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? effective?


    Vt farm transfer estate planning
    VT Farm Transfer/Estate Planning- effective?

    Dairy

    • Compilation based on 38 survey responses


    Vt farm transfer estate planning1
    VT Farm Transfer/Estate Planning effective?

    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? effective? Farm Show/Dairy

    • Dairy 64.9%

    • Other Livestock 21.6%

    • 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? effective? Maple

    • Dairy 13.2%

    • 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? effective?

    • Dairy/Farm Show

      Addison 2.8% Lamoille 2.8%

      Bennington 0.0% Orange 11.1%

      Caledonia 13.9% 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? effective?

    • Maple

      Addison 1.9% Lamoille 7.7%

      Bennington 5.8% Orange 5.8%

      Caledonia 7.7% Orleans 15.4%

      Chittenden 13.5% Rutland 1.9%

      Essex 0.0% Washington 19.2%

      Franklin 15.4% Windham 1.9%

      Grand Isle 1.9% Windsor 1.9%






    Where are you with your estate plan dairy
    Where are business or familyyou 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 business or familyyou 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 business or familyyou 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 business or familyyou 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

    • Yes 86.8%

    • No 13.2%


    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

    • Yes 80.4%

    • No 19.6%




    What is your age dairy
    What is your age? Transfer presented? Dairy

    • Up to 30 years of age 5.6%

    • 31-45 years of age 19.4%

    • 46-60 years of age 38.9%

    • Plus 60 years of age 36.1%


    What is your age maple
    What is your age? Transfer presented? - Maple

    • Up to 30 years of age 2.0%

    • 31-45 years of age 19.6%

    • 46-60 years of age 45.1%

    • Plus 60 years of age 33.3%


    Gender dairy
    Gender - Dairy Transfer presented?

    • Male 80.0%

    • Female 20.0%


    Gender maple
    Gender - maple Transfer presented?

    • Male 75.0%

    • Female 25.0%


    Thank you
    Thank You Transfer presented?


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