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Session Plans, Time Tables and M&E Forms

SIYB

Trainers’ Guide

ILO-SIYB Sri Lanka Project

SIYB

Trainers’ Guide

Session Plans, Time

Tables & M&E Forms

Developed by the

ILO-Start and Improve Your Business Project

Sri Lanka

International Labour Organization

GYB SESSION PLANS

MODULE 1: WHAT IS A BUSINESS IDEA?

Materials Duration: 1 hour

GYB manual Flip chart/Chalk Board

Session objective: By the end of the session, participants have been enabled to describe the contents of a good business idea and

Time

Content Method Relate to manual on page

5 min Objectives Lecture

10 min What is a business idea?

Brainstorming/Lecture 1. Ask participants what a

business idea is. 2. Provide a working

definition for the business idea using the GYB manual.

1

40 min Contents of a good business idea

Discussion 1. Discuss what to

consider when describing a business idea.

2. Discuss the “what, who, how, and which” concepts.

1

2-4

5 min Summary Lecture

MODULE 2: ARE YOU THE RIGHT KIND OF PERSON TO START A BUSINESS?

Session 1: Assess your personal entrepreneurial characteristics

Materials Duration: 1 hour GYB manual Flip chart/Chalk Board

Session objective: By the end of the session, participants have been enabled to assess their personal entrepreneurial characteristics

Time Content Method Relate to

manual on page


20 min What are typical entrepreneurial characteristics

Discussion 1. Discuss the entrepreneurial

characteristics in the Workbook and their importance in business.

5

30 min Assessing your personal entrepreneurial characteristics

Exercise/discussion 1. Ask each participant to

assess his or her own skills, experiences and personal characteristics using the exercise in the Workbook.

2. Discuss the individual scores with the group

5-10

10-12



Session 2: Assess your strengths and weaknesses


Session objective: By the end of the session, participants have been enabled to describe and evaluate their strength and weaknesses


manual on page


20 min How to identify your strengths and weaknesses as an entrepreneur

Individual exercise 1. Ask participants to write

down their personal weaknesses and strengths

12

30 min Assessing your personal entrepreneurial characteristics

Discussion 1. Discuss the exercise results

with the participants 2. Ask the participants to write

down how they intend to improve their weaknesses, if any

3. Discuss the results of the exercise with the group

13



Session 3: Assess your abilities and experience


Session objective: By the end of the session, participants have been enabled to identify and describe their abilities and experiences


manual on page


20 min How to identify one’s abilities and experiences

Discussion 1. Ask participants to define

what abilities and experiences are, and how they can be useful when looking for a business idea

14-15

30 min Identify your own abilities and experiences

Individual exercise 2. Ask the participants to

complete the exercise in the manual


15-16



Session 4: Choose the type of business most suitable for you


Session objective: By the end of the session, participants have been enabled to identify the type of business that suits them best


manual on page


20 min The different types of businesses

Brainstorming 1. Ask participants to describe

different businesses that they know of

2. Classify the answers into retailing wholesaling manufacturing services

17-19

30 min How to find out which type of business is most suitable for you

Exercise 4. Ask participants to complete

the exercise in the manual 5. Discuss the exercise results

with the participants 6.

19


MODULE 3: GENERATE YOUR OWN BUSINESS IDEA

Session 1: Brainstorming

Materials Duration: 2 hours


Session objective: By the end of the session, participants have been enabled to

distinguish different business idea generation techniques generate many business ideas by using the brainstorming method

Time Content Method Relate to manual on page


20 min Different ways of generating business ideas

Lecture/Discussion Introduce each of the methods for generating business ideas:

brainstorming

structured brainstorming

field visits

using local environment

using experience

20

90 min Do your own brainstorming

Brainstorming/Exercise 2. Ask participants to

generate as many business ideas as possible using the word “coconut”

3. Ask participants to split up in working groups and to brainstorm, using a word of their choice

4. Ask each working group to present its results

5. Discuss the results in plenum.

20-21



Session 2: Structured brainstorming

Materials Duration: 1,5 hours


Session objective: By the end of the session, participants have been enabled to generate many business ideas by using the technique of structured brainstorming



80 min Practice structured brainstorming

Brainstorming/Exercise 1. Ask the group to do a

structured brain-storming using the word “fish”

2. Form working groups and ask each group to do structured brainstorming on a product of their own choice

3. Ask each working group to present its results

4. Ask participants to complete an “ideas list” using the Workbook

21-22

23

5 min Summary 6. Lecture


Session 3: Field visit/Analysis of your environment/using experience

Materials Duration: 1,5 hours


Session objective: By the end of the session, participants have been enabled to generate many business ideas through a field visit or, alternatively by using the technique of screening their environment and using experience



c.a. 180 min Conducting a field visit to generate business ideas or: Generate business idea through the analysis of your environment Generate business idea through the analysis of your experiences

Field visit/discussion/exercise 1. Ask participants to

discuss the case study about the field visit in the manual. Assign those participants who want to use this method to go on a field visit, using the manual as a guide

1. Ask participants who

prefer to stay behind to think of things in their surroundings which can be a source of business ideas.

2. Discuss the various issues raised in the manual

3. Ask participants to do the exercise in the manual

1. Ask participants to do the role plays on problems which they may have experienced

24-28

29-34

35-37

in the past such as:

finding suitable products/services

poor customer service

getting things done etc.

2. Discuss how each of these problems can be turned into a business idea.

3. Ask participants to do the exercise in the manual.


20 min (Group returning from field visit only)

Discussion 1. After their return from

the field visit, ask the group to describe the results of their research


MODULE 4: ANALYZE YOUR BUSINESS IDEAS AND SELECT THE BEST ONES

Session 1: Screen your ideas list

Materials Duration: 2 hours GYB manual Flip chart/Chalk Board

Session objective: By the end of the session, participants have been enabled to shortlist three good business ideas



45 min How to screen your ideas


go through their business ideas list, looking at each one carefully by using the questions in the manual

3. From this list, ask participants to choose ideas to be analyzed further.

40-43



Session 2: Field research/SWOT analysis

Materials Duration: up to 4 hours GYB manual Flip chart/Chalk Board

Session objective: By the end of the session, participants have been enabled to analyze the quality of the shortlisted business ideas and to choose one business idea.



120 min –240 min

Field research to assess the feasibility of your business ideas or: Analyzing business ideas using the SWOT analysis

Field visit/ individual exercise 1. Discuss the objective,

tools and limits of field research with the participants.

2. Ask the participants to conduct field research about their shortlisted business ideas and select the most suitable business idea.

1. Explain what a SWOT

analysis is and how it helps in choosing the most feasible business idea.

2. Discuss the SWOT analysis example in the manual with the participants.

3. Ask the participants to do individual SWOT analysis for each of the 3 business ideas they have shortlisted, and to choose the best idea.

44-48

49-52



Session 3: Describe your final business idea

Materials Duration: 1 hours GYB manual Flip chart/Chalk Board

Session objective: By the end of the session, participants have been enabled to further specify and describe their chosen Business Idea



50 min Introduction of the Business Idea Form

Individual exercise 1. Ask participants to

revise their preparations thoroughly to ensure that the selected business idea is the best from the initial idea list.

2. Ask them to complete the Business Ideas Forms at the end of the manual.

3. Inform participants how they can benefit from further training courses such as SYB.

53-54


SYB SESSION PLANS

MODULE 1: THE BUSINESS PLAN

Materials:

SYB manual Business Plan booklet Flip chart or chalkboard

Session objective: By the end of the session participants have been enabled to

describe the components of a Business Plan describe the purpose and use of their personal Action Plan

Time (minutes)

Content Method Pages M

Pages BP

5-10 Objectives Lecture

30-50 The Business Plan

Brainstorming / Open discussion 1. Ask the participants what a

Business Plan is and what it should contain.

2. Discuss how the participants can use the Business Plan to plan their new businesses.

1-3

10-20 Individual action plans

Lecture Introduce the action plan and discuss it as a tool for finalizing the Business Plan.

72-73

5-10 Summary Lecture

Duration:2-4 hours

THE GAME Part 1

Materials: The Game

Trainer’s Guide for The Game Copies (according to the number of participants) of The score sheet for Module 1 Approximately 100 pieces of paper for use as raw material

Refer to the Trainer’s Guide for The Game

Duration: 2-3 hours

MODULE 2: THE MARKETING PLAN Session 1: Introduction to marketing/market research

Materials: SYB Manual Business Plan booklet Flip chart or chalkboard

Session objective: By the end of the session participants have been enabled to describe the purpose of marketing, and some tools and methods of how to conduct market research.

Time (minutes)


Pages BP

5-10 Objective Lecture

15 What is marketing

Brainstorming / Lecture 1. Ask participants what

marketing is. 2. Relate the answers to the

Manual.

4

90 What is market research and how to conduct it

Discussion / Lecture 1. Ask the participants what

market research is. 2. Define market research and

discuss how to do market research.

4-7

2

5 Summary Lecture

Duration: 2 hours

MODULE 2: THE MARKETING PLAN Session 2: How to develop a marketing plan

Materials: SYB Manual Business Plan booklet Flip chart or chalkboard

Session objective: By the end of the session participants have been enabled to prepare a marketing plans for their businesses.

Time (minutes)


Pages BP

5 Objective Lecture

45-75 What is a marketing plan, and how to develop it

Discussion / lecture 1. Ask the participants what a

marketing plan is. 2. Explain what the marketing

plan is with the four Ps as a starting point.

3. Discuss how to make a marketing plan.

7-15

145-220 Making marketing plans

Individual work / discussion 1. Ask the participants to work

on their own marketing plans and to fill in the action plan in the SYB Manual where they need more information.

2. Invite participants to ask for advice regarding their marketing plans and discuss in the group.

3-10

10 Summary Lecture

Duration: 3 hours

MODULE 3: FORM OF BUSINESS Material:

SYB Manual Business Plan booklet Flip chart or chalkboard

Objective: By the end of the session participants have been enabled to select an appropriate form of business for their businesses.

Time Content Method Pages M

Pages BP

5 Objective Lecture

20-45 Forms of business

Brainstorming / open discussion 1. Ask the participants to state the

different forms of business and list their suggestions on a flip chart.

2. Relate the lists to the forms of business in the SYB Manual 3. Complement the information in

the manual with specific information about legal forms of business in Sri Lanka (where applicable)

4. Discuss advantages and disadvantages of each form

of business.

17-19

30-60 Selecting the appropriate form of business

Individual work / discussion 1. Ask participants to select the

form of business for their planned businesses and to fill in the action plans if they need more information.

2. Ask participants to present their chosen form of business and invite discussions. Relate their presentations to the examples in the Manual.

20-22

11


MODULE 4: STAFFING Materials:

Duration: 1-2 hours

Duration: 1-2 hors


Objective: By the end of the session participants have been enabled to specify the number and type of staff needed for their planned business.

Time (minutes)

Content Method

Pages M

Pages BP

5 Objective Lecture

50-110 How to determine your staff needs

Open discussion / individual work 1. Discuss the four steps for

determining what staff the participants need. Relate to the examples in the Manual.

2. Ask the participants to plan the staffing of their planned businesses and to fill in the action plan if they need further information.

3. Ask participants to present their planned staffing and invite discussions.

23-25

12

5 Summary Lecture

MODULE 5: LEGAL RESPONSIBILITIES AND INSURANCE Materials:

SYB Manual Business Plan booklet Directory of Advice and Assistance Flip chart or chalkboard

Objectives:

By the end of the session participants have been enabled to describe their legal responsibilities, and the advantages of insuring their businesses.

Time (minut

es)


Pages BP


15-30 Legal requirements of businesses in Sri Lanka

Open discussion 1. Lead a discussion on the

legal requirements of businesses in Sri Lanka, and by referring to the manual

26

15-30 Insurance Open discussion 1. Ask the participants what

insurance is and why it is necessary. Discuss types of insurance and their advantages and disadvantages.

27-28

20-40 Legal responsibilities and insurance

Individual work 1. Ask the participants to fill in

the form about legal responsibilities and insurance for their proposed businesses.

2. Ask them to complete their Business Plans and to fill in their action plans where they need more information.

29

13


Duration: 1-2 hours

THE GAME, Part 2

Materials: The Game Trainer’s Guide for The Game Copies (according to the number of participants) of the score sheet for Module 2) Approximately 200 pieces of paper for use as raw material


Duration: 2-3 hours

MODULE 6: COSTING Session 1: Types of costs Materials:


Objectives:

By the end of the session participants have been enabled to distinguish different types of costs

Time (minutes)


Pages BP


10-20 What is costing

Open discussion 1. Ask participants what

costing is and why it is important.

2. Relate the discussion to the Manual.

29

15-30 Types of costs

Exercise 1. Place a chair in the middle of

the room and ask participants which costs were incurred to produce it

2. Group the suggestions of the participants into the different cost categories introduced in the manual. Relate the participants back to the manual

5 Summary Lecture

Duration: 1 hour

MODULE 6: COSTING Session 2: The steps to follow when costing your products/services Materials:

SYB Manual Business Plan booklet Flip chart or chalkboard Calculators

Objectives:

By the end of the session participants have been enabled to follow the steps to cost their product or services

Time (minutes)


Pages BP

5 Objective Lecture

60-120

Steps to follow in Costing

Lecture 1. Explain the steps to follow in

costing for different types of businesses:

manufacturers or service operators

retailers or wholesalers 2. If both manufacturers/ service

operators and retailers/ wholesalers are represented in the seminar, both methods of costing must be covered. If only one type is represented, only that method of costing needs to be explained.

31-47

140-170 Costing a product or service

Individual work 1. Ask participants to cost their

products or services, using the forms in the Business Plan booklet, and to fill in their action plans if they need more information.

2. Circulate and assist each participant.

14-17


Duration: c.a.4 hours

MODULE 7: FINANCIAL PLANNING

Session 1: Sales and Cost Plan Materials:


Objectives:

By the end of the session participants will have been enabled to prepare a Sales and Costs Plan.

Time (minutes)


Pages BP


15-20 What is financial planning

Open discussion 1. Discuss the importance of

financial planning. 2. Relate the discussion to the

Manual.

48

60-120

Steps in making a Sales and Costs Plan

Lecture / Open discussion 1. Explain the steps in making

a Sales and Costs Plan. 2. Discuss the steps and

relate to the examples in the Manual.

48-51

80-120 Make your own Sales and Costs Plan

Individual work 1. Ask participants to work on

the Sales and Costs Plans for their proposed businesses. Explain how some of the necessary information for the plan can be found in their previous costing. Ask them to fill in their action plans when further information is needed.

18

5 Summary Lecture

Duration: 3 hours

MODULE 7: FINANCIAL PLANNING

Session 2: Cash Flow Plan Materials:


Objectives:

By the end of the session participants will have been enabled to prepare a Cash Flow Plan.

Time (minutes)


Pages BP

5 Objectives Lecture

30 Steps in making a Cash Flow Plan

Lecture / Open discussion 1. Explain the steps in

making a Cash Flow Plan.

2. Discuss the steps and relate to the examples in the Manual.

52-54

70 Making a Cash Flow Plan

Individual work 1. Ask participants to make

Cash Flow Plan for their proposed businesses. Explain that much of the information for the plan can be found in the Sales and Costs Plan. Ask them to fill in their action plans if more information is needed.

19

5-10

Summary Lecture

Duration: 2 hours

THE GAME, PART 3

Materials:

The Game Trainer’s Guide for The Game Copies (according to the number of participants) of The score sheet for Module 1 Approximately 100 pieces of paper for use as raw material


Duration: 2-3 hours

MODULE 8: START-UP CAPITAL

Session 1: Required start-up capital

Materials: Flip chart or chalkboard SYB Manual Calculators

Objectives: By the end of the session participants will have been enabled to calculate the capital required to start their own business

Time (minutes)


Pages BP


20 What start-up capitals is used for

Open discussion / Lecture 1. Discuss with participants

what they need money for when starting their businesses.

2. Define capital investments and working capital and group the needs above under each category.

3. With the examples in the Manual as a starting point, lead the participants in a discussion about: premises equipment working capital

55-62

90 Estimate your required start-up capital

Individual work 1. Ask participants to

estimate the required start-up capital for their proposed businesses. Ask them to fill in their action plan if more information is needed.

20

5 Summary Lecture

Duration: 2 hours


Session 2: Types and sources of start-up capital

Materials: Flip chart or chalkboard SYB Manual

Objectives:

By the end of the session participants will know about the various types and sources of start-up capital.

Time (minutes)


Pages BP


15-30 Types of start-up capital

Open discussion 2. Discuss with participants

the various types of start-up capital.

3. Discuss the limitations and advantages of each type of start-up capital.

63

15-30 Sources of start-up capital

Open discussion 1. Discuss sources of start-

up capital relating to the Manual.

63-68

20-50 Planning sources of start-up capital

Individual work 2. Ask participants to plan

the sources of start-up capital for their proposed businesses and to fill in their action plans if more information is needed.

21

5 Summary Lecture

Duration: 2 hours


Session 3: Lending requirements of financing institutions

Materials: Flip chart or chalkboard SYB Manual Calculators

Objectives: By the end of the session participants will know about the lending requirements of selected financing institutions

Time (minutes)


Pages BP


90 Requirements by lending institutions

Lecture / Open discussion A resource person from a suitable financial institution can be used for this session. Make sure that the resource person is thoroughly briefed about what to cover and that the participants are given an opportunity to ask questions. Ask the resource person to cover:

Types of credit available Formal requirements for

lending Borrower’s opportunities

and responsibilities

10 Summary Open discussion

Duration: 2 hours

MODULE 9: ACTION PLAN FOR FINALIZING YOUR BUSINESS PLAN

Materials:

SYB Manual Business Plan booklet Flipchart or chalkboard

Objectives: By the end of the session participants will have action plans that state what further information they need to finalize their Business Plans.

Time (minutes)


Pages BP


15-20 Date collection Lecture 1. Explain the data collection

phase of the SYB programme. Explain the participants’ roles and the trainer’s role.

30-85 Finalizing individual action plans


review their action plans for gathering the necessary information to complete their Business Plans.

2. Circulate among the participants and assist where required.

70-72

10 Summary Open discussion

Duration: 1-2 hours

IYB SESSION PLANS

MODULE 1: MARKETING

Session 1: Understand your customers

Materials:

Flip chart or chalk board Duration: 2 hours & 30 minutes IYB Basics: Marketing

Objectives: To enable the participants to:

describe why marketing is important identify their markets through market research.

Time (min)

Content Method Pages

10 Objective Lecture

20 What is marketing?

Brainstorming/Open discussion

1. Ask the participants what marketing is. 2. List their suggestions on the flip

chart/chalk board. 3. Ask the participants to read the

description of marketing in the manual. 4. Discuss the description in the manual.

7

30 mins

Is marketing important?

Group exercise

1. Divide the participants into groups 4 or 5.

2. Ask each group to discuss the questions in the exercise about why marketing is important

3. Circulate among the groups to make sure that everyone understands the exercise.

4. Summarize the learning points of the exercise.

7-8

15 mins

What is a market?

Lecture/Open discussion

1. Ask the participants to give examples of what they think a ‘market’ is.

2. Explain the two meanings of the word ‘market’

9-10

Continued

Time Content

Method Pages

75 mins The three steps in the section: Learn about your market

Lecture/Brainstorming/Individual exercise

1. Explain what market research is. 2. Ask the participants for suggestions

of how to find information for market research.

3. Go through the suggestions in the manual

4. Ask each participant to write information about his or her business in the format used in the chart in the manual.

5. Go over the summary points at the end of the chapter and emphasize the points made.

11-21

MODULE 1: MARKETING

Session 2: Satisfy your customers

Materials: Flip chart or chalk board Duration: 3 hour & 30 minutes IYB Basics: Marketing Two part session with a short break Objectives: To enable the participants to decide:

what product or services to provide what prices to charge how to reach their customers how to attract customers to buy

Time (min)



10 The fore Ps Lecture Explain what the four Ps are.

22

40 Product Lecture/Open discussion 1. Ask the participants to look at the

illustrations on pages 23-24 of the manual 2. Ask the participants to suggest answers to

the questions in the exercise. 3. Explain the concept of satisfying the

customers’ needs and invite the participants to comment.

23-29

30 Price Lecture/Brainstorming 1. Explain how cost, price and profit work

together. 2. Ask the participants to suggest what

information you need to set prices. 3. Explain the four points you need to know

to set prices.

30-37

Short break

30 Place Lecture/Open discussion 1. Explain that place means both location

and distribution.

38-45

2. Ask the participants to suggest answers to the questions in the exercise on page 39

Explain the three ways of distribution and what type of businesses they are most useful for.

Continued

Time Content Method Pages

30 Promotion Lecture/Open discussion

1. Ask the participants to look at the illustrations on page 50 and suggest answers to the question in the exercise on page 47.

2. Ask the participants to suggest other methods of advertising and to discuss the usefulness of the different methods.

3. Explain what sales promotion is and the different methods described in the manual.

46-54

60 Exercise on the four Ps

Group exercise/Open discussion

1. Divide the participants into 4 groups. 2. Ask each group to read the exercise on

pages 67-69. 3. Ask one group to discuss and suggest

an answer to question 1: Product, the second group for question 2: Price, the third group for question 3: Place, and the fourth group for question 4: Promotion.

4. One participant from each group presents the group’s answer.

5. Invite an open discussion on each question after respective group has presented its answer.

6. Invite an open discussion on the answer to question 5.

67-69

10 Summary of the four Ps

Lecture

MODULE 1: MARKETING

Session 3: Salespersons

Materials: IYB Basics: Marketing Duration: 1 hour & 30 minutes Two paraffin lamps One telephone One newspaper

Objective: To enable the participants to improve their skills as salespersons.


5 Objective Lecture

55 Improving your skills as a salesperson

Role play 1.Select four participants who are willing to act in the role play. This should be done before the session to give the acting participants a chance to prepare the role play. 2.Ask the selected participants to play two scenes: Scene1 – The story on page 55 Scene 2 – The story on pages 56-57 3.Prepare the role plays in advance. 4.Play the two role plays in the session. 5.Invite a discussion based on the exercises on pages 56 and 58 in the manual.

55-61

30 Action plans 1. Explain how to make action plans. 2.Ask the participants to make individual action plans for their businesses in the format given on page 71 in the manual.

70

5 Summary Lecture

MODULE 2: BUYING

Materials: Flip chart or chalk board Duration: 3 hour & 30 minutes IYB Basics: Buying Two part session with IYB Basics: Buying a short break


describe why buying is important follow the eight steps in buying

Time (min)



15 Is buying important?

Brainstorm/Open discussion 1.Brainstorm with the participants on what is uying. 2.Ask the participants to study the illustrations on page 8 in the manual. 3.Ask the participants to suggest answers to the questions in the exercise on page 9 in the manual.

7

10 Buy well to improve your business

Lecture/discussion Explain the four points in the manual.

10-11

25 Buying for your business

Lecture/Open discussion

1. Explain about the three different kinds of goods businesses need to buy. 2.Ask the participants to read the exercise on page 27 in the manual and to suggest answers to the questions in the exercise.

12-18

65 Steps to follow when you buy

Lecture Explain the eight steps to follow in buying.

19

Short break

Continued


30 Choose the best supplier for your business

Group exercise 1.Divide the participants into groups of four or five. 2.Ask the groups to study the four questions on page 27 and to discuss answers to the questions. 3.Regroup the participants and discuss the answers of each group. 4.Summarize the learning points.

24-27

30 Make an order

Individual exercise 1.Ask the participants to individually do the exercise on page 28 in the manual. 2.Circulate among the participants and give assistance when needed.

28

30 Buy well to improve your business

1.Explain how to make an action plan (if it has not been explained before). 2.Ask the participants to make individual action plans for their businesses using the format on page 44 in the manual.

43-44

5 Summary Lecture

THE GAME, Part 1

Materials: The Game

Trainer’s Guide for The Game Copies (according to the number of participants) of The score sheet for Module 1 Approximately 100 pieces of paper for use as raw material


Duration: 2-3 hours

MODULE 3: STOCK CONTROL

Session 1: Guidelines for better stock control

Materials: Flip chart or chalk board Duration: 1,5 hours IYB Basics: Stock control


describe how stock control can improve their businesses follow the guidelines for better stock control.

Time (min)



15 What are stock and stock control?

Lecture/Brainstorming 1.Explain what stock is. 2.Ask the participants what stock control is. 3.Write the suggestions on the flip chart/chalk board. 4.Compare the suggestions with the six points on page 8 in the manual.

1-2

15 Is stock control important?

Open discussion 1.Ask the participants to study the illustration on page 3 in the manual and to suggest answers on page 4. 2.Summarize by going through the points at the bottom of page 4.

3

50 Guidelines for better stock control

Lecture Explain the five guidelines for better stock control.

5-6

5 Summary Lecture


Session 2: Maintaining stock records


Objectives: To enable the participants to keep stock records

Time (min)



20 mins

Are stock records useful for every business?

1.Explain what businesses stock records are useful for. 2.Explain how stock records can help a business.

9-10

15 mins

Stock records for retailers and for manufactures

Lecture

1.Explain how retails use the stock records. 2.Explain how manufactures use the stock record.

12

35 mins

How to fill in a stock card

Lecture/Individual exercise 1.Explain how to fill in a stock card. 2.Ask the participants to do the exercise on page 13 individually. 3.Go through the right answers to the exercise.

10-14

10 mins

Re-order levels

Lecture Explain what a re-order level is.

15

5 Summary Lecture


Session 3: Stock-taking


Objectives: To enable the participants to do stock-taking

Time (min)



15 Is stock-taking important? How often should you do stock-taking? When should you do stock-taking

Lecture/Open discussion 1.Ask the participants to suggest answers to each of the three questions. 2.Compare with the manual.

19

30 Steps to follow for stock-taking

Lecture Explain the six steps for stock-taking.

20-24

45 Keeping stock records and doing stock-taking

Group exercise 1.Divide the participants into groups of 4 or 5. 2.Ask the groups to read the exercise on pages 31-33 in the manual and to do questions 1 and 2. 3.Ask one group to explain how they filled in the stock cards and stock taking list in question 1. 4.Ask different groups to give their answers to questions 2 a-d.

31-33

20 Action plans 1.Explain how to make an action plan (if it has not been explained before). 2.Ask the participants to make individual action plans for their businesses using the format on page 35 in the manual.

34-35

5 Summary Lecture

THE GAME, Part 2

Materials: The Game Trainer’s Guide for The Game Copies (according to the number of participants) of the score sheet for Module 2) Approximately 200 pieces of paper for use as raw material


Duration: 2-3 hours

MODULE 4: RECORD-KEEPING

Session 1: A simple system of keeping records Materials:

Flip chart or chalk board Duration: 3 hour IYB Basics: Record-keeping Three part session with

short and long breaks Objectives: To enable the participants to:

see how record-keeping can improve their businesses use a Daily Cash Record or a Receipt Book keep a Customers’ Accounts Record keep a Record Book.

Time (min)



10 What is record-keeping?

Lecture/discussion 7

30 Is record-keeping necessary? How can records improve your business?

Open discussion 1.Ask the participants to study to study the illustrations on pages 8-9 and suggest answers to the questions in the exercise on page 10 in the manual. 2.Use the answers given to bring out the four points of how records can improve the business.

8-9

10-12

10 A simple system of keeping records

Lecture Give an overview of the different components of the record-keeping system.

13-15

45 Cash transactions

Lecture/Open discussion 1.Explain the steps to follow for cash transactions, using Daily Cash Record or Receipt Book. 2.Ask the participants to suggest answers to the questions in the exercise on page 19 in the manual.

16-20

Short break

Continued


60 Credit sales Role play/Lecture 1.Use a short role play to illustrate the importance of keeping a Customers’ Accounts Record. Ask two participants to play a scene like the first illustration on page 8 2.Explain how to keep a Customers’ Accounts Record.

21-23

60 How to fill in the Record Book

Lecture 1.Explain the system of vouchers. 2.Explain how to fill in each column in the Record Book.

23-27

30 Checking the learning

Group work 1.Divide the participants into groups of four or five. 2.Ask each group to discuss – how to fill in the record book. 3.Curculate among the participants and give assistance/clarifications when needed.

Long break


45 Question and answers about the Record Book

Lecture Explain the answers to the five questions.

28-32

60 The Record Book

Individual exercise 1.Ask the participants to fill in the Record Book and add up the columns (questions 1 and 2) in the manual. 2.Circulate among the participants and give assistance if needed. 3.After the participants have filled in the Record Book, ask different participants to suggest answers to questions 3 a-d.

48-49 50-51

5 Summary Lecture

MODULE 4: RECORD-KEEPING

Session 2: Use records to improve your business Materials: Flip chart or chalk board Duration: 3 hour IYB Basics: Record-keeping Three part session with short and long breaks Objectives: To enable the participants to:

Time (min)


5 Objectives

Lecture

Analyzing sales and costs

Lecture Explain how to analyze sales and costs.

33-37

30 Making a Profit and Loss Statement

Lecture 1. Explain how to make a Profit and Loss

Statement. 2. Explain what gross profit and net profit are.

38-41

20 Analyze the profit

Lecture Explain how to analyze the gross profit and net profit

42-43

Short break

60 Analyzing records

Individual exercise 1. As the participants to do questions 4 and 5

on page 52 in the manual 2. Circulate among the participants and give

assistance if needed 3. After the participants have done questions 4

and 5, ask different participants to suggest answers to questions 6 a-c on page 53

53

30 Action plans 1. Explain how to make an action plan (if it has not been explained before)

2. Ask the participants to make individual action plans for their businesses using the format on page 54 in the manual

54

5 Summary Lecture

MODULE 5: COSTING

Session 1: Know your costs Materials:

Flip chart or chalk board Duration: 1 hour & 30 minutes IYB Basics: Costing


describe what costing is separate direct costs and indirect costs describe how costing can improve their businesses.

Time (min)



10 What are costs and costing?

Lecture Explain what costs and costing are.

7

30 Direct costs Lecture 1.Explain that there are two different types of costs: direct and indirect. 2.Explain what direct costs are. 3.Explain what direct material costs and direct labour costs are.

8-11

20 Indirect costs Lecture Explain what indirect costs are.

12-13

15 How can costing improve your business?

Open discussion 1.Ask the participants to study the two illustrations on pages 14-15 in the manual. 2.Ask the participants to suggest answers to the questions in the exercise on page 15. 3.Summarize by going through the four points on page 17.

16-17

5 Summary Lecture

MODULE 5: COSTING

Session 2: Costing for a manufacturer or service operator

Materials:

Flip chart or chalk board Duration: 6 hours & 30 minutes IYB Basics: Costing Three part session with

breaks Objectives: To enable the participants to calculate the total cost for producing and selling a product or a service.

Time (min)



20 The steps in costing

Lecture 1.Explain the four steps in costing. 2.Introduce the Product Costing Form and show how it follows the four steps.

18

40 Calculate direct material costs

Lecture Explain how to calculate direct materials costs.

20-21

80 Indirect costs Lecture 1.Introduce the Labour Costs Form and explain what to write in the columns. 2.Explain how to calculate labour costs per item.

22-29

Break

70 Calculate indirect costs

Lecture/Individual exercise 1.Explain how to calculate total indirect costs using the Indirect Cost Form. 2.Explain depreciation and how to use the Depreciation Form. 3.Ask the participants to individually do the exercise on pages . 4.Circulate among the participants and give assistance if needed. 5.Explain how to calculate indirect costs per item

29-36

15 Add up total costs

Lecture Explain how to add up the total costs using the Product Costing Form.

37-39

Continued


120 Doing costing Group exercise 1.Divide the participants into groups of two or three. 2.Ask each group to do the exercise on pages 58-61 in the manual. 3.Circulate among the groups and give assistance if needed.

58-61


63

5 Summary Lecture

MODULE 5: COSTING

Session 3: Costing for a retailer or wholesaler

Materials: Flip chart or chalk board Duration: 4 hours IYB Basics: Costing Two part session

Objectives: To enable the participants to calculate the total cost for selling a product.

Time (min)



40 The steps in costing

Lecture 1.Explain the three steps in costing. 2.Explain why retailers and wholesalers do not have direct labour costs. 3.Introduce the Product Costing Form and explain what to write in the columns.

41-42

20 Calculate direct material costs

Lecture Explain how to calculate the direct materials costs.

43

90 Calculate indirect costs

Lecture/Individual exercise 1.Explain the indirect costs charge. 2.Explain how to calculate total direct material cost per month. 3.Explain how to calculate total indirect costs per month. 4.Explain depreciation and how to use the Depreciation Form. 5.Explain how to calculate the indirect costs charge. 6.Explain how to calculate indirect costs per item

44-52

10 Add up total costs

Lecture Explain how to add up total costs using the Product Costing Form.

52-53

Continued

Time Content Method

Pages

40 Doing costing Individual exercise 1.Ask the participants to do the exercise on page 62 in the manual. 2.Circulate among the participants and give assistance if needed.

62

30 Action plans 1.Explain how to make an action plan (if it has not been explained before.) 2.Ask the participants to make individual action plans for their businesses using the format on page 64 in the manual.

63-64

5 Summary Lecture

MODULE 6: BUSINESS PLANNING

Session 1: Sales and Costs Plan

Materials: Flip chart or chalk board Duration: 4 hour & 30 minutes YB Basics: Business Planning Three part session with

long breaks Objectives: To enable the participants to:

describe how planning can improve their businesses

make a Sales and Costs Plan.

Time (min)



20 How planning can improve your business

Brainstorming/Open discussion 1.Brainstorm with the participants on what planning is and what a forecast is. 2.Ask the participants to study the illustrations on page 9 in the manual. 3.Ask the participants to suggest answers to the questions in the exercise on page 9. 4.Ask the participants to study the illustrations on page 10 in the manual. 5.Ask the participants to suggest answers to the questions in the exercise on page …. 6.Summarize by connecting the suggested answers to the four points on page 11.

7-11

40 Useful business plans

Lecture 1.Describe the Sales and Costs Plan and the Cash Flow Plan. 2.Explain the five points under Making a business plan.

12-17

20 How to make a forecast

Lecture Explain the four steps in making a forecast.

18

Short break

Continued


90 How to make a Sales and Costs Plan

Lecture/Individual exercise 1.Show the Sales and Costs Plan and introduce the seven steps to follow. 2.Explain how to forecast indirect costs. 3.Ask the participants to individually do the exercise on page 25 in the manual. 4.Circulate among the participants and give assistance if need. 5.Explain the remaining six steps.

18-38

Break

30 Use your Sales and Costs Plan to improve your business

Open discussion 1.Ask the participants to study the illustrations on page 39 in the manual. 2.Ask the participants to suggest answers to the questions in the exercise on page 40.

39

60 Making a Sales and Costs Plan

Group exercise 1.Divide the participants into groups of 3-4. 2.Ask each group to do the exercise on pages 54-56 in the manual. 3.Circulate among the groups and give assistance if needed.

5 Summary Lecture

MODULE 6: BUSINESS PLANNING

Session 2: Cash Flow Plan Materials:

Flip chart or chalk board Duration: 2 hours & 30 minutes IYB Basics: Business Planning

Objectives: To enable the participants to make a Cash Flow Plan.

Time (min)



20 Does your business run out of cash?

Lecture Explain reasons why a business can run out of cash and how a Cash Flow Plan help.

42-43

40 How to make a Cash Flow Plan

Lecture Explain the steps in making a Cash Flow Plan.

44-45

20 Use your Cash Flow Plan to improve your business

Lecture/Open discussion 1.Ask the participants to study the illustrations on page 47 in the manual. 2.Ask the participants to suggest answers to the questions in the exercise on page 47. 3.Explain the points on page 48.

46

30 Making a Cash Flow Plan

Individual exercise 1.Ask the participants to individually do the exercise on page 53 in the manual. 2.Circulate among the participants and give assistance if needed.

53


57-58

THE GAME, PART 3

Materials:

The Game Trainer’s Guide for The Game Copies (according to the number of participants) of The score sheet for Module 1 Approximately 100 pieces of paper for use as raw material


Duration: 2-3 hours

STANDARD

SIYB TRAINING TIMETABLES

AND MODULES

SIYB TRAINING OBJECTIVES

Objective of the GYB training interventions

The objective of the GYB training intervention is to enable potential entrepreneurs to generate and analyze business ideas and to select a business idea that can be subsequently developed into a business plan during SYB training. GYB training is very closely linked to SYB training. The GYB training intervention should not be considered a stand-alone exercise because without follow-up SYB training, the GYB training effort is likely to be futile.

Objective of the SYB training intervention

The objective of the SYB training intervention is to enable potential entrepreneurs with a concrete business idea to develop a bankable business plan.

Objective of the IYB training intervention

The objective of the IYB training intervention is to enable entrepreneurs to improve their skills in basic business management and to apply them in their day-to-day business operations.

GYB TRAINING MODULES

Estimated time needed to facilitate

the session (in hours)

Opening session 1

Module 1: What is a business idea 1

Module 2: Are you the right kind of person to start a business?

2.1. Assess your personal entrepreneurial characteristics 1 2.2. Assess your strengths and weaknesses 1 2.3. Assess your abilities and experiences 1 2.4. Choose the type of business most suitable for you 1

Module 3: Generate your own business idea 3.1. Brainstorming 2 3.2. Structured brainstorming 1,5 3.3. Field visit/Analysis of your environment/ Using experience up to 4

Module 4: Analyze your business ideas and select the best one

4.1. Screen your ideas list 2 4.2. Conduct field research/a SWOT analysis up to 4 4.3. Describe your final business idea 1

Closing session 1

SYB TRAINING MODULES Estimated time needed to facilitate the session (in hours)

Opening session 2

Module 1: Components of a Business Plan 1,5

The Game: Part 1 2-3

Module 2: The marketing plan

2.1. Introduction to marketing/market research 2 2.2. How to develop a marketing plan 3

Module 3: Form of business 2

The Game Part 2 2-3

Module 4: Staffing 2

Module 5: Legal responsibilities and insurance 2

Module 6: Costing

6.1. Types of costs 1 6.2. The steps to follow when costing your products/ 4

Module 7: Financial planning 7.1. Sales and cost plan 3 7.2. Cash Flow Plan 2

The Game: Part 3 2-3

Module 8: Start-up capital

8.1. Required start-up capita 2 8.2. Types and sources of start-up capital 2 8.3. Lending requirements of lending institutions 2

Module 9: Action plan for finalizing the Business Plan

Closing session 1,5

IYB TRAINING MODULES

Estimated time needed to facilitate the session (in hours)

Opening session 2

Module 1: Marketing 1.1. Understand your customer 2,5 1.2. Satisfy your customer 3,3 1.3. Salespersons 1,5

Module 2: Buying 3-4

The Game, Part 1 2-3

Module 3: Stock Control 3.1. Guidelines for better stock control 1,5 3.2. Stock records 1,5 3.3. Stock-taking 2


Module 4: Record Keeping 4.1. A simple system of keeping records 3 4.2. Use records to improve your business 3

Module 5: Costing 5.1. Know your costs 1,5 5.2. Costing for manufacturers or service operators 6 5.3. Costing for a retailer or wholesaler 4

Module 6: Business Planning 6.1. Sales and Cost Plan 4-5 6.2. Cash Flow Plan 2-3


Closing session 1,5

STANDARD SIYB

TRAINING TIME-TABLES

Standard GYB training timetable

Day Day 1 Day 2 Day 3

Theme of the day Are you the right person to start a

business?

Generate your own business ideas Analyze your business ideas and

select the best one

08:00

10:00 Introduction Overview of various business ideas

generation techniques

Brainstorming

Overview of various business idea

analysis techniques

Idea list screening

Tea break

10:15

12:30 What is a business idea

Assessment of your personal

entrepreneurial characteristics

Structured brainstorming Field research

or:

SWOT analysis

Lunch break

13:30

15:00 Personal strengths and weaknesses

analysis

Abilities and experiences assessment

Field visit

or:

Generating business ideas from the

analysis of your own environment

Completion of the Business idea forms

and personal Action Plans

Tea break

15:15

17:00 Analysis of the type of business most

suitable for you

Field visit continued

or:

Using experience to generate your own

business ideas

Closing

Evening

Preparation of personal idea lists

AA

GW

GW AA, GW

AA, GW

GW

GW

AA

AA, GW

Standard SYB training timetable

Day Monday Tuesday Wednesday Thursday Friday

Time

08:00

10:00 Introduction

Marketing

Costing

Financial planning

Required start-up capital

Tea break

10:15

12:30 Contents of a Business

Plan

Introduction of the personal Action Plan

Marketing continued

Costing continued

Financial planning

continued

Sources of start-up capital

Lending requirements of

financing institutions

Lunch break

13:30

15:00 SIYB Game Module I

Forms of Business

SIYB Business Game

Part II

How others did it: Example of a successful

entrepreneur

SIYB Business Game

Part III

Tea break

15:15

17:00 Module I continued

Staffing Part II continued

Legal obligations Part III continued

Presentation of Action

Plans/Closing

Evening

Individual work on business

plans and action plans





Standard IYB training timetable

Day Monday Tuesday Wednesday Thursday Friday

Time

08:00

10:00 Introduction

Buying

Costing

Business planning Record keeping

Tea break

10:15

12:30 Elements of a business

management system

Introduction of the

personal Action Plans

Buying continued

Costing

continued

Business planning

continued

Record keeping

continued

Lunch break

13:30

15:00 Marketing continued

SIYB Business Game

Part I

SIYB Business Game

Part II

Stock control SIYB Business Game

Part III

Tea break

15:15

17:00 Marketing continued

Part I continued Part II continued

Stock control continued

Part III continued

Closing

Evening Business and family game Individual work on costing

and pricing


planning

SIYB

Monitoring and Evaluation

Forms

SIYB Entry Form

Daily Reaction Evaluation Form End of GYB/SYB/IYB Training Evaluation Form

End of Training Evaluation Score Sheet

SIYB Activity Report

SIYB Performance Card

SIYB Performance Report

DAILY REACTION EVALUATION FORM

Date: _______ / _______ / _______

What I liked:

What I did not like:

What I did not understand:

My suggestions:

© ILO/SIYB Program

End of GYB TRAINING Evaluation

Please answer the following questions about the GYB training intervention that you have just attended.

Please tick the answer that best expresses the way you feel. Choose only one answer for each question.

1 Has this training

intervention covered useful

topics for you to choose a

feasible business idea?

5 Did the trainers help you to

understand the steps in the

GYB manual?

Yes, all of it was useful 3 Yes 3

Yes, some of it was useful 2 Yes, but I still have questions 2

No, I did not find it useful 1 No 1

2 Did the training event cover

what you expected to be

covered?

6 Are you now able to use the

methods for generating and

analyzing business ideas

without further assistance?

Yes, fully 3 Yes, definitely 3

To some extent 2 Yes, but not fully 2

No I had different expectations 1 No, I need further assistance 1

3 Are you confident with the

business idea you have

chosen?

7 What do you think about the

length of the training

intervention?

Yes, I am confident 3 It was the right length 3

I am still not fully confident 2 It was a bit too short / too long 2

No, I am not confident at all 1 It was much too short / too long 1

4 Were questions you raised

during training dealt with

thoroughly?


classroom and the services

provided during training?

Yes 3 Very good 3

Sometimes 2 Fair 2

No, not at all 1 Poor 1

9 Please feel free to write down any other comments you may have. Thank you!

ILO/SIYB Sri Lanka 2000

End of SYB TRAINING Evaluation

Please answer the following questions about the SYB training intervention that you have just

attended.

Please tick the answer that best expresses the way you feel. Choose only one answer for each

question.

1 Do you think that this training

intervention has covered the steps

important to start your business?

5 Did the trainers help you to

understand the steps in the SYB

materials?

Yes, all the steps were covered 3 Yes 3

Yes, some steps were covered 2 Yes, but I still have questions 2

No, I did not find the steps

adequate

1 No 1

2 Did the training intervention cover

what you expected to be covered

before the training intervention

started?

6 Will you be able to use the

knowledge you gained and the SYB

manual without further assistance?

Yes, fully 3 Yes, definitely 3

To some extent 2 Yes, but not fully 2

No, I had different expectations 1 No, I need further assistance 1

3 Do you think that you can finish

and present your Business Plan

with confidence now?

7 What do you think about the length

of the training intervention?

Yes, I am confident 3 It was the right length 3

I am still not fully confident 2 It was a bit too short / too long 2

No, I am not confident at all 1 It was much too short / too long 1

4 Were you able to share your

experiences and queries with other

participants during the training

intervention?


classroom and the services provided

during the training?

Yes 3 Very good 3

Sometimes 2 Reasonable 2

No, not at all 1 Poor 1

© ILO/SIYB Sri Lanka 2000

End of IYB TRAINING Evaluation Please answer the following questions about the IYB training intervention that you have just attended.

Please tick the answer that best expresses the way you feel. Choose only one answer for each question.

1 Do you think that this

training intervention has

covered the topics that are

useful for your business ?

5 Did the trainers help you to use

the IYB training materials?

Yes, most topics were useful 3 Yes, a lot

3

Yes, some topics were useful 2 Yes, sometimes

2

No, not much was useful 1 No, not at all

1

2 Did the training intervention

cover what you expected to be

covered before the training

intervention started?

6 Will you be able to use the

knowledge you gained and the

IYB manuals without further

assistance?

Yes, fully 3 Yes, definitely

3

To some extent 2 Yes, but not fully

2

No, I had different expectations 1 No, I need further assistance

1

3 Do you think that you can use

the skills you have learnt

with confidence now?


length of the training

intervention?

Yes, I am confident 3 It was perfect

3

I am still not fully confident 2 It was OK

2

No, I am not confident at all 1 It was too short / too long

1

4 Were you able to share your

experiences and queries with

other participants during

training?


classroom and the services

provided during the training

intervention?

Yes, 3 Very good

3

Sometimes 2 Reasonable

2

No, not at all 1 Poor

1

© ILO/IYB 1996 ESE9606

End of Training Evaluation - SCORE Sheet

Type of seminar: ___________________ Place: _____________________ Dates: from: ___ / ___ to: ___ / ___ / _____

Question Rated mark Respondents Group mark Score Analysis

1* 3

2

1

2 3

2

1

3* 3

2

2

1

1

4 3

2

1

5 3

2

1

6 3

2

1

7 3

2

1

8 3

2

1

Total mark:

General level of appreciation of the

seminar:

Total mark

----------------------------- =

Number of questions *

© ILO/IYB 1998 WESE9505

SIYB ENTRY FORM

Name of organization: Date of interview: ___ / ___ / _____)

1 Name of applicant:

4 Sex:

a. Male

b. Female

5 Age:

a. 16-25

b. 26-35

c. 36-45

d. 46 and older

2 Postal address:

3 Telephone number:

6 Ethnicity:

a. Sinhalese

b. Tamil

c. Other

7 Highest education completed:

a. Primary

b. Secondary O level

c. Secondary A level

d. Higher

8 Can you read and write in…

Sinhala? a. Yes b. No

Tamil? a. Yes b. No

English? a. Yes b. No

9 Can you do basic

calculations?

a. Yes

b. No

10 Have you participated in business management training seminars before? a. Yes b. No

If yes, please describe:

11 Have you undergone technical/vocational training? a. Yes b. No

If, yes, please describe

Use reverse page to write down details

12. Are you currently in business ? a. Yes

b. No

13. Do you have a concrete business idea yet?

(i.e. regarding what type of business, what product at what price, for which customers and how to reach them)

a. Yes b. No

14. Please describe your business idea in detail

(type of business, what product at what price, for which customers and how to reach them)

Use reverse page for futher notes

15 How do you intend to source the start-up capital?

a. Own savings

b. Borrow from family / friends

c. Borrow from Bank / credit society specify institution

d. Does not know yet

GYB candidate

IYB candidate If yes, continue with question 16

SYB candidate

Potential entrepreneurs with a concrete business idea end interview here

Potential entrepreneurs lacking a concrete business idea

end interview here

SYB candidate

16 Please describe briefly your current business activity

17 Line of business:

a. Retail

b. Wholesale

c. Manufacturing

d. Service Operation

e. Agriculture / Agro-related

f. Combination

18 Position in the business:

a. Owner / manager

b. Shared ownership

c Employee / member

19 Number of years experience in

this or any other business:

a. less than 1 year

b. more, specify:________

20 Does the business operate from fixed premises?

a. Yes

b. No

If yes, write down the business address:

21. Please estimate the v alue of the total investments made in the business:

Machinery / tools / equipment: __________________________________ Rs

Vehicle(s) / bicycle (s) / other means of transport: __________________________________ Rs

Land, if belonging to the business: __________________________________ Rs

Buildings, if belonging to the business: __________________________________ Rs

Other, specify _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ : __________________________________ Rs

Total Rs

22 How many jobs does your business provide in total, including the owner: _____________ jobs* * a job means working for minimum 15 hours per week and being paid for work in cash or kind

and among these jobs, the number held by females _______

workers below fifteen years of age _______

23. Ask him/her the following questions to check on knowledge about business management, and qualify

the results by ticking either a, b, or c

1. How do you calculate the total costs of your products

a. Specifies material costs, labour costs and indirect costs

b. Specifies some direct and indirect costs

c. No knowledge on direct / indirect costs

2. How do you handle the receipts of purchases? a. Keeps receipts and files them

b. Keeps receipts but does not file them

c . Does not work with receipt, does not keep or file them

3. How do you control your stocks?

a. Does regular stock-taking, keeps stock cards / registers

b. Knows more or less the stocks, but does not keep registers

c. Does not keep stocks, does not know volumes / values

4. What do you do to promote your sales?

a. Mentions at least 3 forms of sales promotion

b. Mentions less than 3 forms of sales promotion

c. Does not know any form of sales promotion

5. How do you handle credit sales?

a. Is selective and keeps customers' accounts records

b. Has no formal credit registration system

c. Does not allow credits / does not know

6. How do you calculate your total profits?

a. Calculates regularly total income – total expenditure

b. Estimates but does not formally calculate

c. Never calculates total profits / does not know

26 What does he/she expect to learn during the SYB / IYB training? Use reverse page to write down details

Existing entrepreneurs end interview here

SIYB ACTIVITY REPORT

General information (Date of reporting _____ / _____ / _________)

Country:

Name of reporting organization:

This report is compiled by:

Telephone:

Fax:

Postal address:

This report is about the following SIYB training activity: GYB SYB IYB

Has SYB follow-up taken place after training?

Yes No

Has IYB follow up taken place after training?

IYB refresher training

IYB Business Improvement Group

Individual Counselling

The SIYB Materials were

Distributed free to participants

Sold to the participants

Not distributed, please explain reason:

Did you use any other Materials than the GYB/SYB/IYB manuals? If yes, please describe

Trainer's name: Organization: SIYB trained?

Trainer in charge: ____________________________

Assisting Trainer: ____________________________

Assisting Trainer: ____________________________

________________________

________________________

_________________________

Yes No

Yes No

Yes No

Place:

Number of participants:

Venue:

Men: Women:

Date that this SIYB Activity was conducted:

from: _____ / _____ / _________ to: _____ / _____ / ________

Duration: total ________ hours

mornings weekdays

afternoons weekends

evenings

Total costs of this SIYB Activity:

Currency:______ Amount:___________________

Please tick if the following costs are included:

Main funders:

1. Name:________________________

2. Name:________________________

3. Name:________________________

Percentage:

___ %

___ %

____ % trainers/resource persons training materials

transport venue

accommodation food

Contribution by entrepreneurs:

___ %

100%

© ILO/SIYB 2000 AR p.1

Participants' profiles at the time of the training. Cumulative results

Questions from SIYB Entry Forms Answers Tot no. of

participants

Participant’s background

4. Sex: a. Male

b. Female

5. Age: a. 16-25

b. 26-35

c. 36-45

d. 46 or older

6. Ethnicity a. Sinhalese

b. Tamil

c. Other

7. Highest education completed a. None

b. Primary

c. Secondary: O-level

d. Secondary: A-level

e. Higher

g. Other

12. In business at time of training? a. Yes please go to 17

(Including self-employed, family business) b. No

14. What type of business do you intend to start? a. Retail

(classify the business idea’s) b. Wholesale

c. Manufacturing

d. Service provision


f. Combination

15. Start-up capital a. Has own saving

b. Borrow from friends / family

c. Borrow from Bank / NGO

d. Don’t know yet

a. Has own saving

Business information; for existing entrepreneurs only

17. Line of business a. Retail

b. Wholesale

c. Manufacturing



f. Combination

18. Position in business a. Owner / manager

b. Shared ownership

c. Employee / member

19. Business experience a. Less than a year

b. 1-3 years

c. 4-10 years

d. 11 years or more

20. Business location a. Permanent location

b. No permanent (ambulant)

22. Number of employees, incl. owners a. 2 (= owner + 1 worker) or less

(Working for 15 hours or more in business, paid or unpaid) b. 3 – 4

c. 5 – 9

d. More than 10

(22) Total workforce employed, incl. owners a. Owners

(Add from Entry Forms) b. Paid workers

c. Unpaid workers

d. Apprentices

(22) . Total workforce employed, incl. owners. a. Females

b. At least minimum salary

c. Under 15 years

Questions from SIYB Entry Forms Answers Tot. participants

Business management knowledge; for IYB participants

23.1 Cost calculation a. Full knowledge

b. Some knowledge

c. No knowledge or incorrect

23.2 Record keeping a. Full knowledge

b. Some knowledge


23.3 Stock control a. Full knowledge

b. Some knowledge


23.4 Sales promotion a. Full knowledge

b. Some knowledge


23.5 Credit sales a. Full knowledge

b. Some knowledge


23.6 Profit calculation a. Full knowledge

b. Some knowledge


Target group

List any special characteristics of the participants in this seminar.

Promotion

What methods did you use to let the target group know about this seminar? Did you use SIYB promotional

materials, or did you make use of other promotional media?

Comments and suggestions

Please feel free to give any comments or suggestions you may have on the SIYB programme.

Thank you! © ILO/SIYB 2000 AR p.3

Name of entrepreneur: Card number: ______._____________

Name of business assessor: Place:

SIYB PERFORMANCE CARD

Background information (date: ______ /______ ___ / _____)

1 Name of the business:

5 Year when this business was started: _______

2 Postal address:

3 Telephone number:

6 Training data

Trained by: _______________________________(PO)

Name trainer: _____________________________

Trained in: GYBI SYB IYB

Trained in b. SYB Date training: ______/_______/______

4 Business address:

Opinion on training activity

6. What do think of level of complexity of the seminar

a. Difficult

b. All right

c. Easy

7. How do you rank the skills of your trainers

a. High

b. Fair

c. Low

Comments_______________________________________

8a. What do you think of the duration of the seminar?

a. Too long

b. Just right

c. Too short

8b. Duration should have been _________ hours

9. What do you think of the general organization of

the seminar? (venue, logistics, food etc.)

a. Very well

b. Fair

c. Poor

Comments _______________________________________

10. How much did you pay for the training seminar?

a. I paid __________________________ Rs

b. I paid nothing

11. How do you feel about the amount you paid

a. It was too much

b. It was fair

c. I could have paid more

12. Please describe what NEW things you have learned in SYB/IYB training

13. Was it what you expected ? a. Yes b. No (Please explain_________________________________)

Business situation

14. Was in business before training?

a. Yes

b. No

16. Current business situation

a. Started first business after training ► Go to 18

b. Started new business activities, in addition to existing to 24

c. Remained with the same business

d. Had business but closed down

e. Has not yet started, but still intends to start.

f. Has not yet started, and won’t

15. Is in business now?

a. Yes

b. No

17. If not in business at the moment (9d, e, or f), please explain below

17.1 If given up

a. Has a job / prefers to have a job

b. Has no start-up capital

c. Lacks skills / knowledge to start

d. Combination (too many problems)

e. Personal circumstances (age, sick,etc.)

f. Other

17.2 If still want to start

a. With the same idea and Business Plan

b. With different idea and Business Plan

17.3 When do you think you will start?

Within _________ months

► The interview ends here. Thanks for your cooperation © ILO/SIYB 2000 PC p. 1

Business characteristics: Business starter only

18. Describe briefly the entrepreneurs’ business activity 19. Line of business that was started

a. Retail

b. Wholesale

c. Manufacturing



f. Combination

20 Position in business:

a. Owner/manager

b. Shared owner

c. Employee/member

21 Business has a permanent

location?

a. Yes

b. No

22. Source of start-up capital

a. Own savings

b. Friends/ Family

c. Loan from Bank / NGO

d. Other

23. How many people does your new business employ (including owner) = for 15 hours or more, paid or

unpaid. Total workforce (incl. owner) : __________ people.

23.1. Please fill in the tables below

Category

23.2 Specifications

Owner Paid workers Unpaid Workers Apprentices Total

Females

Receive at least

minimum salary

Under 15 years

Business characteristics: existing entrepreneurs

24. Line of business

a. Retail

b. Wholesale

c. Manufacturing



f. Combination

24.1 Any changes in business

line?

a. Yes

b. No ► Go to 25

24.2 How did business change?

a. New product, same line

b. Added new line of business

c. More outlets

d. Other ____________________

__________________________________

25 Business has a permanent

location?

a. Yes

b. No

25.1 Location changed?

a. Yes, from permanent to ambulant

b. Yes, from ambulant to permanent

c. No

26. Estimation of investments (in local currency):

Machinery / tools / equipment: _________________________

Vehicle(s) / bicycle (s) / other means of transport: _________________________

Land, if belonging to the business: _________________________

Buildings, if belonging to the business: _________________________

Other, specify _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ : _________________________

Total

26.1 Total value changed?

a. Increased a lot

b. Increased a little

c. Decreased a lot

d. Decreased a little

e. Has not changed

27. How many people does your business employ at the moment (including owner)?

Total workforce now: ________________ people.

Compared to before the training, total workforce has:

27.1 Please fill in the table below

Category

24 27.2 specifications

Owner Paid workers Unpaid Workers Apprentices Total

Females

Receive at least

minimum salary

Under 15 years

© ILO/SIYB 2000 PC p. 2

a. Increased with_____________ people

b. Did not change

c. Decreased with _____________people

Knowledge on business topics

(Classify answers, compare to assessment before training and then measure changes)

28. Topics Was Is Change?

1. How you calculate total costs of your products

a. Mentions all direct and indirect costs (materials and labour)

a. Improved

b. Did not change

c. Worsened

b. Mentions part of direct and indirect costs c. No knowledge on direct / indirect costs

2. Describe how you handle the receipts of purchases

a. Keeps receipts and files them

a. Improved

b. Did not change

c. Worsened

b. Keeps receipts but does not file them c . Does not work with receipt, does not keep or file them

3. Describe how you control your stocks

a. Does regular stock-taking, keeps stock cards / registers

a. Improved

b. Did not change

c. Worsened

b. Knows more or less the stocks, but does not keep registers

c. Does not keep stocks, does not know volumes / values

4. What do you do to promote your sales

a. Mentions at least 3 forms of sales promotion

a. Improved

b. Did not change

c. Worsened

b. Mentions less than 3 forms of sales promotion c. Does not know any form of sales promotion

5. How do you handle credit sales?

a. Is selective and keeps customers' accounts records

a. Improved

b. Did not change

c. Worsened

b. Has no formal credit registration system c. Does not allow credits / does not know 6. How do you calculate your total profits?

a. Calculates profits regularly (total income – total

expenditure)

a. Improved

b. Did not change

c. Worsened

b. Estimates but does not formally calculate profits

c. Never calculates total profits / does not know

Usage of SIYB Materials

29. Is the assessment taking place in the business premises of the entrepreneur?

a. Yes

b. No. ► Interview ends here. Thank you for your cooperation.

29.1 Is there any evidence of the usage of SIYB training materials?

For SYB participants, can show SYB Business Plan?

a. Yes b. No

The Business Plan looks:

a. Adequately completed and being used

b. Completed but not being used (not updated)

c. Not adequate / not completed / not used

For IYB participants, can show any of the Forms?

a. Yes b. No

The IYB Form books look:

a. Adequately completed and being used

b. Completed but not being used (no updates)

c. not adequate / not completed / not used

© ILO/SIYB 2000 PC p.

SIYB PERFORMANCE REPORT

General information (Date of reporting _____ / _____ / _________)

1. Country:

2. Name of assessor(s):

Training data The group was originally trained by : _________________________________________________________ (PO) Name(s) of Trainer(s): ___________________________________ and ________________________________ Date of training : _______/________/___________ Type of trainig GYB SYB IYB Average training fee paid by participants: _____________________ Rs (from question 10.) Average number of weeks between training and this performance assessment: ________ weeks Number of people trained initially ___________ people.Of those, __________ were interviewed now. Turn out: ______ %

Questions from SIYB Entry Forms Answers Tot no. of

participants

Opinion on training activity

6. Level of complexity of training a. Difficult

b. All right

c. Easy

7. Skills of trainers a. High

b. Fair

c. Low

8. Duration of training seminar a. Too long

b. Just right

c. Too short

9. General organization of training seminar a. Very well

b. Fair

c. Poor

11. Financial contriution a. Too much

b. Fair

b. Could have paid more

Business situation

16. Business start-up / expansion

a. First business started

b. Expanded business

c. Remained same business

d. Closed down business

e. Will start near future. Go to 17.1

f. Will not start. Go to 17.2

17.1 Non starters a. Has job / prefers job

b. lacks start-up capital

c. Lacks skills / knowledge

d. Combination

e. Personal circumstances

f. Other

17.2 Future-starters a. With same idea and Business Plan

b. With different idea and Business Plan

For newly started businesses only. Total = ______ people (Refer to 16a of Performance Card)


b. Wholesale

c. Manufacturing



f. Combination

20. Position in business a. Owner / manager

b. Shared ownership

c. Employee / member

21. Business location a. Permanent location

b. Not permanent (ambulant)

22. Start-up capital a. Own savings

b. Friends / Family

c. Loan from Bank / NGO

d. No answer

23. Business size

(categorise the total workforce -incl. owners- from

question 23 into sizes)

a. 2 or less (= owner + 1 worker)

b. 3 – 4

c. 5 – 9

d. More than 10

23.1 Categories of workforce

(the total workforce – incl. owners –

in New Businesses =

a. Owners

b. Paid workers

c. Unpaid workers

d. Apprentices

23.2 Spefications of workforce


in New Businesses =

a. Females


c. Under 15 years

For existing entrepreneurs only. Total = ______ people (Refer to 16b and 16c. of Performance Card)


b. Wholesale

c. Manufacturing



f. Combination

24.2. Change in business a. New product, same line

b. Added new line of business

c. Increased number of outlets

d. Other

25. Change in Business location a. From permanent to ambulant

b. From ambulant to permanent

c. No changes in location

26. Change in value of investments a. Increased a lot

b. Increased a little

b. Decreased a lot

c. Descreased a little

d. No changes in value

27. Business size

(categorise the total workforce -incl. owners- from

question 23 into sizes)

a. 2 or less (= owner + 1 worker)

b. 3 – 4

c. 5 – 9

d. More than 10

27.1 Categories of workforce


in New Businesses =

a. Owners

b. Paid workers

c. Unpaid workers

d. Apprentices

27.2 Spefications of workforce


in New Businesses =

a. Females


c. Under 15 years

Business knowledge / skill application

28.1 Cost calculation a. Improved

b. Did not change

c. Worsened

28.2 Record keeping a. Improved

b. Did not change

c. Worsened

28.3 Stock control a. Improved

b. Did not change

c. Worsened

28.4 Sales promotion a. Improved

b. Did not change

c. Worsened

28.5 Credit sales a. Improved

b. Did not change

c. Worsened

28.6 Profit calculation a. Improved

b. Did not change

c. Worsened

Use of SIYB Training Materials

29. The shown SIYB materials look a. Adequately completed and used

b. Completed but not used (no updates)

c. Not adequate / complete, not used

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