ECDI/ WBC Orientation Checklist
To review orientation session
Homework checklist
​To begin your ECDI loan application, complete these steps.
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Complete your ECDI Client Profile ​​​​​​​
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Complete Business Model Canvas
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Save file as "Your Name_Orientation Date you Attended"​
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Return it, via email, to the business advisor in the ECDI / WBC office closest to you​:
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Columbus / Central Ohio – WBC Columbus: wbccols@ecdi.org
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Cleveland / Northern Ohio – Korin Green: kgreen@ecdi.org
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Cincinnati / Tri-State Area / Southwestern Ohio – Isa Shakir: ishakir@ecdi.org
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Portsmouth / Southeastern Ohio – Bonnie Barker: bbarker@ecdi.org
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Send Business Model Canvas to your WBC Advisor
Start-up business checklist
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Understand and apply for any necessary permits – view OH license guide
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Register your business with the Ohio Secretary of State
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File for an employer identification number (EIN) with the IRS
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Understand tax requirements - view short explainer video and visit OH business services website
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Establish your recordkeeping and control systems - view guide
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Open a business bank account
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Acquire business insurance
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Complete your business plan