PREPARING AS A GROUP
Everyone has a part to play.
Whether you are a household, a group or project partners, planning together begins with a shared conversation.
Explore project plans- 01
A goal you share
Agree on your goal, timing and who will take part. Give everyone space to contribute.
- 02
Agreed contributions
Discuss amounts and contribution dates. Agree how you will handle a delayed contribution.
- 03
Clear responsibilities
Decide who follows the plan, keeps records and prepares questions for the SACCO.
- 04
Records everyone understands
Record dates, amounts, purposes and receipts. Compare your records and explain differences.
- 05
Review and adjust
Set a time to review progress, agreements and changes needed. Write down your decisions.
BEFORE YOUR SACCO VISIT
Bring a shared set of questions.
These are preparation ideas. The SACCO confirms the services and requirements that apply to a group.
- Which documents would our group need?
- Who may sign or authorise transactions?
- What are the charges and how are account statements obtained?
- What happens when a group representative changes?
