Success Ambassador MBS GROUP FORMS CHARITY WITH A BOTTOM LINE BUSINESS WITH A HEART

Transcription

1 Success Ambassador CHARITY WITH A BOTTOM LINE BUSINESS WITH A HEART

2 TABLE OF CONTENTS HOW TO USE THE FORMS IN THIS MANUAL This packet contains most of the necessary forms to organize your MBS groups. To become a Success Ambassador (MBS group facilitator) with Interweave Solutions you must first be certified as an MBS (Masters of business in the streets). After becoming an MBS graduate and receiving the proper training you can apply for approval of your Success Ambassador Certification. Find more information at interweavesolutions.org/mbs Form summary introduction MBS Business Plan Template Income and expense log Income Statement Cash Flow Projection Loan Warning Checklist Home Quality of Life Plan Community Action Service Plan Success Story Permission Waiver Ambassador Certification Checklist Success! in Business Interweave Self Reliance Program SUCCESS AMBASSADOR PACKET ENSA_01 Copyright 2017 by Interweave Solutions A 501(c)(3) Organization.

3 The MBS certification checklist outlines all of the necessary requirements that MBS group participants need to meet in order to be eligible to earn their title as an MBS graduate. The group attendance log is a great way to track MBS group participants contact information, attendance, requirements and progress. This simple log even has a place to track the promises that each participant kept during each meeting. The business plan blank forms are a simple way to start your business plan and fill this MBS requirement. Cover everything from plan, product, process, price, promotion and paperwork. At the end of the plan you will also have a place to write down your community service project summary. The daily income and expense log, monthly income statement and 9 month cash projection forms make business finances easy to track and are also part of your MBS requirements. Keeping these financial records up to date is very important to your business and success. The permission to share your story form allows interweave to share your inspirational success stories and photographs with others around the world. Your story can help motivate others towards success. The Quality of Life Plan helps you outline the 8 main areas of your life you want to focus on giving you the space you need to outline the action steps necessary to improve your life. This packet also contains a budget form so you can track your personal finances and keep them separate. A Pre assessment is filled out at the beginning of the MBS program and a post assessment should be taken at the end to measure progress. Both forms should submitted along with the required documentation for graduation. This forms helps assess program efficiency and track outcomes. The Success Story form is a place to record your journey towards success. When did you decide to begin your journey towards self reliance? how has this changed you? where are you now? and what do you predict for your future? interweavesolutions.org 1

4 mission We move people from poverty to prosperity through neighborhood self-reliance groups. vision Self-reliance groups transform the way the world fights poverty. Through these groups millions of people will achieve higher income, better homes and improved communities. values We believe in Mutual respect for all. 2. The power of Groups. 3. Creating & sharing success Stories. 4. Always improving. 5. Integrity. 6. Do it now! 2 interweavesolutions.org

5 MBS/SELF RELIANCE REQUIREMENTS Applicant s Name Phone Number City/State Country APPLICANT INFORMATION Group Facilitator Phone Number Group Name MBS/SELF RELIANCE CERTIFICATION REQUIREMENTS Facilitator Initials Completed a business plan based on the 6 P s of business Created a quality of life plan and commit to continue to improve it Participated in the planning and implementation of at least one community action service plan Turned in a sample income and expense log Turned in a sample income statement Turned in a sample six month cash flow projection Save money for 2 months and commit to continue good saving habits Have attended meetings regularly at least 80% of the time All registration fees have been paid (if applicable). Date Completed Group Facilitator Signature Date MBS DOCUMENTATION REQUIREMENTS ( to team@interweavesolutions.org for the official MBS Interweave Solutions certificate) Business, community and home plans (from your participant workbook) Applicant s biography/ success story: Please write a one page summary of who you are and why you are worthy to be certified as an Interweave Ambassador. Tell us your success story so that others may be inspired by your accomplishments. Applicants photograph: Please submit a good quality photo of yourself and your business (or business idea). Signed permission form to share your story/picture (found on the last page of your workbook). A copy of this completed form (MBS/ Self-reliance certificate checklist). Date completed Interweave Solutions International Signature Date interweavesolutions.org 3

6 GROUP: MEETING ATTENDANCE LOG Please write your name and contact information. Then put a check mark for attendance during each meeting and circle around the promises that were kept: G stands for group promise, P stands for your personal promise, and S stands for your Savings promise. On the third row checkmark the requirements as participants complete them. Name/ Contact information Example: #1 #2 #3 #4 #5 #6 #7 #8 #9 #10 #11 #12 #13 #14 Completed all requirements Jhon Doe jhondoe@gmail.com G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S Date: 12/30/00 Business Plan Home Plan Community Plan Success Story Picture Permission Form Checklist G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S Date: Business Plan Home Plan Community Plan Success Story Picture Permission Form Checklist G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S Date: Business Plan Home Plan Community Plan Success Story Picture Permission Form Checklist G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S Date: Business Plan Home Plan Community Plan Success Story Picture Permission Form Checklist G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S Date: Business Plan Home Plan Community Plan Success Story Picture Permission Form Checklist G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S Date: Business Plan Home Plan Community Plan Success Story Picture Permission Form Checklist G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S G P S Date: Business Plan Home Plan Community Plan Success Story Picture Permission Form Checklist 4 interweavesolutions.org

7 BLANK BUSINESS PLAN PAGE 1 PLAN Short Term: PLAN AND PRODUCT Long Term: PRODUCT What is your product? Why is it better than others? Describe your competitors: Describe your customers: interweavesolutions.org 5

8 BLANK BUSINESS PLAN PAGE 2 PROCESS What is your business flowchart? PROCESS AND PRICE How do you (or how will you) constantly improve your business? PRICE What is the price of your products? Why do you charge that price? What are your competitors prices? 6 interweavesolutions.org

9 PROMOTION What is your 30 second Business Statement? BLANK BUSINESS PLAN PAGE 3 PROMOTION, PAPERWORK AND COMMUNITY SERVICE PLANS How are you branding your company? How are you promoting your company? PAPERWORK How do you keep records? Are you keeping an Income & Expense Log? Do you create an Income Statement each month? Do you have a Cash Flow Projection? (Attach samples of each of these for certification.) COMMUNITY ACTION SERVICE PLAN Describe your Community Action Service Project: BLANK COMMUNITY PLAN interweavesolutions.org 7

10 INCOME AND EXPENSE LOG Income & Expense Log ( )date Date Description Expense Income Balance Starting Cash Balance Ending Cash Balance Total Expenses & Income 8 interweavesolutions.org

11 INCOME STATEMENT Income Statement ( )date Income Expenses Total Income Profit (or Loss) Total Expenses Ending Cash Balance interweavesolutions.org 9

12 CASH FLOW PROJECTION Income Total Income Expenses Total Expenses Profit (or Loss) End Cash Balance CASH FLOW PROJECTION Month #1 Month #2 Month #3 Month #4 Month #5 Month #6 Month #7 Month #8 Month #9 10 interweavesolutions.org

13 LOAN WARNING CHECKLIST MOTIVE Am I borrowing for a productive business (not personal) reason? Is a loan better than cash to grow my business in this instance? Will the things I buy with the loan make me money immediately? Do I know everything that could go wrong? TERMS Can I list three to five good lenders? Do I know the true cost of the loan? Can I explain all of the terms of the loan? Can I explain why one lender s terms are better than another? TIMING Have I been in business long enough to know my business well? Is this part of a plan I have to grow my business? Can I prove that customers will buy more if I have more to sell? If I buy a productive asset for my business (such as a chicken or truck) will it last longer than my loan? AMOUNT Have I made a six month cash flow projection? Can I make the payments and still make money? If I don t have extra sales, can I still make the payments? interweavesolutions.org 11

14 QUALITY OF LIFE PLAN YOUR LIFE AREAS: Life Area #1: Life Area #5: Action Step: Action Step: Life Area #2: Life Area #6: Action Step: Action Step: Life Area #3: Life Area #7: Action Step: Action Step: Life Area #4: Life Area #8: Action Step: Action Step: 12 interweavesolutions.org

15 BLANK PERSONAL HOME BUDGET Personal Budget ( )month Plan Actual Income Expenses Donations Savings Rent Utilities Food Clothing School Transportation Medical Insurance Entertainment Other: Other: Total Expenses Total Income interweavesolutions.org 13

16 MBS PARTICIPANT PRE-ASSESSMENT Please have each MBS group participant take this pre-assessment during their first MBS meeting. Please submit the forms to along with the rest of the MBS requirements for each participant. HOW SELF-RELIANT AM I RIGHT NOW? I have the knowledge needed to start or grow my own business. dis Dis I have a plan in place to continuously improve my home life. dis Dis I have a plan in place to continuously improve my community. dis Dis I have a plan in place to continuously improve my business. dis Dis I have the support and knowledge I need to succeed. dis Dis I keep a monthly budget and records of my finances. dis Dis I have saved money and continue to save money regularly. dis Dis My family spends less than we earn and we are able to pay our bills. dis Dis My family has the things we need and enough food to eat. dis Dis My family has access to adequate medical care. dis Dis My family has access to transportation when we need it. dis Dis MBS Participant name Date Group Name Location 14 interweavesolutions.org

17 MBS PARTICIPANT POST ASSESSMENT Please have each MBS group participant take this post-assessment after the completion of their MBS training. Please submit this form to along with the rest of the MBS requirements for each group participant. HOW SELF-RELIANT AM I RIGHT NOW? I have the knowledge needed to start or grow my own business. dis Dis I have a plan in place to continuously improve my home life. dis Dis I have a plan in place to continuously improve my community. dis Dis I have a plan in place to continuously improve my business. dis Dis I have the support and knowledge I need to succeed. dis Dis I keep a monthly budget and records of my finances. dis Dis I have saved money and continue to save money regularly. dis Dis My family spends less than we earn and we are able to pay our bills. dis Dis My family has the things we need and enough food to eat. dis Dis My family has access to adequate medical care. dis Dis My family has access to transportation when we need it. dis Dis MBS Participant name Date Group Name Location interweavesolutions.org 15

18 PERMISSION TO SHARE YOUR STORY As part of your application you are asked to submit your photograph and success story. Interweave Solutions uses these materials to inspire others around the world. Stories and photographs submitted may be used in videos, manuals, promotional material or on our website to inspire others and to give recognition to participants. For this reason please understand that your photograph and story become the property of Interweave Solutions upon submission. Please read the statement below and sign the following document and include it with your application. I, the undersigned, give Interweave Solutions the right to use my name, story, likeness, image, photograph, and written materials submitted with my Interweave Solutions certification application. I understand that Interweave Solutions may publish my story on their website or otherwise. I hereby give Interweave Solutions my permission to edit, mix or duplicate and to use or re-use in whole or part any of the materials submitted. I also grant the right to broadcast, exhibit, market, sell, and otherwise distribute, either in whole or in parts, and either alone or with other products. In consideration of all of the above, I hereby acknowledge that I to the terms above and receipt of reasonable and fair consideration. Print Name: Date: Thank you for your hard work and completion of the Interweave Solutions Success! Program. We are excited for your accomplishments and path to success. We hope that you will continue to support each other through your neighborhood self- Signature: reliance groups and that you will help each other succeed for years to come. We encourage your group to continue recruiting new members and learning continuously. We invite you to visit our website at InterweaveSolutions.org for updates on learning tools and information. Life is a great journey and you are all worthy to succeed! Sincerely, The Interweave Solutions Team 16 interweavesolutions.org

19 YOUR SUCCESS STORY Name: Location: Date: Please write a one page story about who you were, where you are now and where you see your self in five years from now. Tell us about your journey as an entrepreneur working towards self-reliance. YOUR PICTURE FACILITATING YOUR MBS GROUP GOES HERE interweavesolutions.org 17

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