Data collected at formation of group

Group name

Group trained by (name of trainer)

Date of first training

Number of Members at creation of Group

Latitude (optional)

Longitude (optional)
 Data always collected from a group Worksheet

N° of Number of shares per Value of loans outstanding

Group name and number
Mbr member this cycle per member

Cycle data 1

Cycle number 2

Date savings started this cycle 3

Group status at start of cycle (supervised/self-mngd) 4

Group monitored by (name) 5

Registered members when savings started this cycle 6

Savings re-invested at start of cycle 7

Property at start of cycle 8

Member information 9

Date of data collection 10

No. of registered Members now 11

No. of registered women now 12

No. of Members attending this meeting 13

Dropouts this cycle 14

Loans and savings 15

Value of savings this cycle 16

Value of loans outstanding 17

No. of loans outstanding 18

Write-offs this cycle 19

Loan fund cash in box 20

Other assets and liabilities 21

Bank balance 22

Social fund balance 23

Property now 24

External debts 25

Dividends and share-out 26

Dividends paid this cycle 27

Is this an end-of-cycle share-out (distribution) meeting? Yes No 28

29

In-field profit calculation 30

Value of loans outstanding 0 Total 0 0

Plus: Loan fund cash in box 0
Plus: Bank balance 0 Price of 1 share

Plus: Property Now 0

Minus: Value of Savings this Cycle 0 Total savings

Minus: Property at Start of Cycle 0 0

Minus: External debts 0
Equals: Profit (or loss) to date
 Data always collected from a group Worksheet

N° of Value of savings per Value of loans outstanding

Group name and noumber
Mbr member this cycle per member

Cycle data 1

Cycle number 2

Date savings started this cycle 3

Group status at start of cycle (supervised/self-mngd) 4

Group monitored by (name) 5

Registered members when savings started this cycle 6

Savings re-invested at start of cycle 7

Property at start of cycle 8

Member information 9

Date of data collection 10

No. of registered Members now 11

No. of registered women now 12

No. of members attending this meeting 13

Dropouts this cycle 14

Loans and savings 15

Value of savings this cycle 16

Value of loans outstanding 17

No. of loans outstanding 18

Write-offs this cycle 19

Loan fund cash in box 20

Other assets and liabilities 21

Bank balance 22

Social fund balance 23

Property now 24

External debts 25

Dividends and share-out 26

Dividends paid this cycle 27

Is this an end-of-cycle share-out (distribution) meeting? Yes No 28

29

In-field profit calculation 30

Value of loans outstanding 0 Total 0 0

Plus: Loan fund cash in box 0
Plus: Bank balance 0
Plus: Property Now 0
Minus: Value of Savings this Cycle 0
Minus: Property at Start of Cycle 0
Minus: External debts 0
Equals: Profit (or loss) to date
 User-defined data (UDF)

Data item Explanation Mandatory/non-mandatory Nbr./Date/Text/%

0
 Network defined data (NDF)
Mandatory/non-
Data item Explanation Nbr./Date/Text/%
mandatory
 New Trainer information

Name of trainer

Gender

Role (FO/VA and type)

Supervisor (Name)