Small Business Management Summary Form

Summary of Prior Learning - Small Business Management

Students must consult with their mentor about the use of this summary form. This information provides the evaluator with an introduction to your learning. In the interview, the evaluator will ask you questions similar to those given in the Guide to Credit for Prior Learning. If necessary, you and the evaluator may agree on further methods of demonstrating your learning, including a written essay, a demonstration or performance, an examination or a sample of your work. Please attach appropriate documentation to this form.

You will be charged for your assessment of prior learning based on the IEF or IPLA fee structures as seen on If your first matriculated enrollment was the January 2012 term or later, you may incur additional charges for the submission of Individualized Prior Learning Assessments (IPLAs). If your first matriculated enrollment was prior to January 2012, you must have paid the Individual Evaluation Fee (IEF) before this request can be processed.

Please submit two copies of this form and two copies of any attached documentation to:
CDL Assessment Office, Empire State College, 113 West Avenue, Saratoga Springs, NY 12866.

Name:___________________________________________________________ESC ID:______________________


Phone (w)_________________________  (h)_________________________

Email Address:_______________________________________________________


Please indicate if you are involved in any of the following CDL programs:

____AARP _____AT&T _____Lucent _____United Steelworkers

____Army _____Navy

Credits Requested:________ Level: Intro. or Advanced

Liberal Credit Requested:__________

1. The best way to prepare for an evaluation in small business management is to have developed a business plan for a small business:

a. Have you developed a business plan for a small business? Yes _______ No _______

b. Briefly describe the small business on which you are basing your credit by evaluation request:

2. Which topics would you be able to discuss at length with the evaluator:

____ Mission Statement

____ Key Goals and Objectives

____ Product or Service

____ Product or Service Development

____ Marketing

____ Operations (or Manufacturing)

____ The Management Team

____ Financial Analysis

3. List (or attach certificates for) any workshops/classes/seminars you may have taken. Give approximate dates and length of each workshop/class/seminar.

4. What books have you read in the area? What journals do you subscribe to in this area?