• Project description
• Blog post about upcoming classes

Flyers & Agendas

• San Luis Obispo class flier
• San Luis Obispo class curriculum
• Mendocino class flier
• Mendocino class curriculum

Presentation & Handouts

Introductory

• Pre-workshop suggested online reading list
• Presentation slides: Evaluating Your Resources - Is Agritourism for You? - by Penny Leff, UC SAREP
  • Assessing your resources worksheet (pdf)

Presentations by Experienced Agritourism Operators:

• Video Recording: North Coast Successes in Agritourism - Hear from Lorri Duckworth of Duckworth Family Farm in Sebastopol, California and Sarah Bennett Cahn of Pennyroyal Farm in Boonville, California about their agritourism activities, successes and challenges
  • Presentation pictures of Pennyroyal Farm, Boonville
  • Presentation pictures of Duckworth Family Farm, Sebastopol
  • Presentation slides: Peace and Plenty Farm, Kelseyville
• Video recording: Central Coast Successes in Agritourism (56 min.)
  featuring Chanda Brown, marketing director of CASS Winery, Tina Ballantyne, owner of Giving Tree Family Farm, and Raven Lukehart, owner of Avila Valley Barn (The recording starts 5 minutes into Chanda Brown's presentation.)
  • Presentation slides: Agritourism at CASS by Chanda Brown, Marketing Director, CASS Winery, Paso Robles
  • Presentation slides: Avila Valley Barn and Gopher Glen Apple Orchard - by Raven Lukehart, owner
• Video recording of video tour, olive oil tasting demo and Q&A: The Groves on 41, Templeton, CA (46 min.) featuring Karen and Jennifer Tallent
• Video tour of Testa Vineyards, Calpella, CA (15 min.) created by Baqi Kopelman, featuring Maria Martinson discussing facilities, infrastructure and staffing for Testa Vineyards agritourism program
  • Recorded video of discussion with Maria Martinson about agritourism activities at Testa Vineyards

Navigating permits and regulations:

• Video recording of session: Navigating North Coast Agritourism Permitting and Regulations, featuring Vandy Vandewater, Interim Senior Planner with Mendocino County and Karen Giovannini, UCCE Sonoma County Agriculture Ombudsman
  • Presentation slides: County of Mendocino Permitted & Conditional Uses
  • Presentation slides: Permits and Regulations: Selling and Serving Food
  • Lake County Microenterprise Home Kitchen Operation permit information
  • Lake County Temporary Food Event Application form
• Video recording of session: Navigating Central Coast Agritourism Permitting and Regulations (54 min.)
  • Presentation slides: San Luis Obispo County Environmental Health Services - by Denis Brewer, SLO County EHS
  • Presentation slides: Santa Barbara County Planning, Permitting & Policy - by Dan Klemann, SB County Long Range Planning Division
  • Excerpts from SLO County ordinances:
    • Wineries, Olive Oil, Tasting rooms, Farm Stands, U-Pick, more
    • Bed and Breakfast
    • Temporary Events
  • SLO County Environmental Health permit fee schedule

Business planning and financing:

• Video recording of session: Introduction to Business Planning, featuring Clara Estelle Shook and Steve Lamb of the West Business Development Center
• Worksheets and handouts for North Coast Business Planning introduction:
  • Feasibility Review
  • Business Plan Questionnaire
  • Business Plan Outline
  • Client Resource Web Links
• Video recording of session: Budgeting, cash flow and financing, featuring Clara Estelle Shook and Steve Lamb of the West Business Development Center and Maria Martinson of Testa Ranch
• Worksheets for North Coast Budgeting and Cash Flow lesson:
  • Agritourism LOB Feasibility Demo
  • 2021 Cost & Price Structure Tool
• Video recording of Session: Agritourism Business Design, by Kurt Friedman, Cal Poly Small Business Development Center
  • Presentation slides: Agritourism Business Design, by Kurt Friedman
  • Worksheet: Business model canvas
  • Worksheet: Assumptions log
• Presentation slides: Business Finance Basics, by Cecelia Lobdill, Cal Poly SBDC
  • Worksheet: Cash Forecast template (Excel)
• Presentation slides: Farm Credit West & Financing Options, by Tim Kensinger, Farm Credit West

Emergency Preparedness, Safety Planning, Liability & Insurance:

• Handout: Emergency Preparedness planning resources
• Presentation slides: Emergency Preparedness overview
• Presentation slides: Intro to risk management & liability for agritourism
• Recorded video: Colin Smith of George Petersen Insurance Agency discusses the process and strategies for obtaining adequate agritourism insurance in the North Coast region.
  • Presentation slides: Agritourism Insurance, by Colin Smith
• Recorded video: Jeff Priolo and David Zarate of DiBuduo & DeFendis Insurance Brokers discuss insurance and risk management for agritourism and answer questions from class participants.
• Safety Checklists from Safe Agritourism website

Effective marketing and tourism connections:

• Recorded video presentation and discussion with Sarah Bodnar, Communications Strategist: Effective Marketing Strategies for Agritourism
  • Presentation slides: Effective Marketing Strategies for Agritourism, by Sarah Bodnar
• Recorded video presentation and discussion with Sarah Bodnar: Creating a Marketing Plan
  • Presentation slides by Sarah Bodnar: Creating a Marketing Plan
• Presentation slides: Effective Websites & Social Media, by Jennifer Bravo, Paso Robles Wine Country Alliance
• Presentation slides: Connecting with the Tourism Community, by Annie Frew, Visit SLO CAL
• Presentation slides: Creating a Marketing Plan, by Kristin Mehiel, Cal Poly Small Business Development Center
  • Marketing Strategy Canvas
  • Marketing Ecosystem
• Presentation slides: Trail Talk; Marketing, Advocacy and Agritourism Associations, by Lynette Sonne, FARMstead ED and Joel Peterson, Paso Robles Wine Country Association
• Recorded presentation: Sonoma County Farm Trails, by Carmen Snyder, SCFT Executive Director

This material is based upon work supported by USDA/NIFA under Award Number 2018-70027-28587.