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)
