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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
5 min Objectives Lecture
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
5 min Summary Lecture
MODULE 2: ARE YOU THE RIGHT KIND OF PERSON TO START A BUSINESS?
Session 2: Assess your strengths and weaknesses
Materials Duration: 1 hour GYB manual Flip chart/Chalk Board
Session objective: By the end of the session, participants have been enabled to describe and evaluate their strength and weaknesses
Time Content Method Relate to
manual on page
5 min Objectives Lecture
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
5 min Summary Lecture
MODULE 2: ARE YOU THE RIGHT KIND OF PERSON TO START A BUSINESS?
Session 3: Assess your abilities and experience
Materials Duration: 1 hour GYB manual Flip chart/Chalk Board
Session objective: By the end of the session, participants have been enabled to identify and describe their abilities and experiences
Time Content Method Relate to
manual on page
5 min Objectives Lecture
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
3. Discuss the results of the exercise with the group
15-16
5 min Summary Lecture
MODULE 2: ARE YOU THE RIGHT KIND OF PERSON TO START A BUSINESS?
Session 4: Choose the type of business most suitable for you
Materials Duration: 1 hour GYB manual Flip chart/Chalk Board
Session objective: By the end of the session, participants have been enabled to identify the type of business that suits them best
Time Content Method Relate to
manual on page
5 min Objectives Lecture
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
5 min Summary Lecture
MODULE 3: GENERATE YOUR OWN BUSINESS IDEA
Session 1: Brainstorming
Materials Duration: 2 hours
GYB manual Flip chart/Chalk Board
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
5 min Objectives Lecture
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
5 min Summary Lecture
MODULE 3: GENERATE YOUR OWN BUSINESS IDEA
Session 2: Structured brainstorming
Materials Duration: 1,5 hours
GYB manual Flip chart/Chalk Board
Session objective: By the end of the session, participants have been enabled to generate many business ideas by using the technique of structured brainstorming
Time Content Method Relate to manual on page
5 min Objectives Lecture
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
MODULE 3: GENERATE YOUR OWN BUSINESS IDEA
Session 3: Field visit/Analysis of your environment/using experience
Materials Duration: 1,5 hours
GYB manual Flip chart/Chalk Board
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
Time Content Method Relate to manual on page
5 min Objectives Lecture
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.
4. Discuss the results of the exercise with the group
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
5 min Summary Lecture
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
Time Content Method Relate to manual on page
5 min Objectives Lecture
45 min How to screen your ideas
Individual exercise 2. Ask the participants to
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
5 min Summary Lecture
MODULE 4: ANALYZE YOUR BUSINESS IDEAS AND SELECT THE BEST ONES
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.
Time Content Method Relate to manual on page
5 min Objectives Lecture
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
5 min Summary Lecture
MODULE 4: ANALYZE YOUR BUSINESS IDEAS AND SELECT THE BEST ONES
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
Time Content Method Relate to manual on page
5 min Objectives Lecture
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
5 min Summary Lecture
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)
Content Method Pages M
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)
Content Method Pages M
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
5-10 Summary Lecture
MODULE 4: STAFFING Materials:
Duration: 1-2 hours
Duration: 1-2 hors
SYB Manual Business Plan booklet Flip chart or chalkboard
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)
Content Method Pages M
Pages BP
5-10 Objectives Lecture
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
5-10 Summary Lecture
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
Refer to the Trainer’s Guide for The Game
Duration: 2-3 hours
MODULE 6: COSTING Session 1: Types of costs Materials:
SYB Manual Business Plan booklet Flip chart or chalkboard
Objectives:
By the end of the session participants have been enabled to distinguish different types of costs
Time (minutes)
Content Method Pages M
Pages BP
5-10 Objectives Lecture
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)
Content Method Pages M
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
5-10 Summary Lecture
Duration: c.a.4 hours
MODULE 7: FINANCIAL PLANNING
Session 1: Sales and Cost Plan Materials:
SYB Manual Business Plan booklet Flip chart or chalkboard Calculators
Objectives:
By the end of the session participants will have been enabled to prepare a Sales and Costs Plan.
Time (minutes)
Content Method Pages M
Pages BP
5-10 Objectives Lecture
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:
SYB Manual Business Plan booklet Flip chart or chalkboard Calculators
Objectives:
By the end of the session participants will have been enabled to prepare a Cash Flow Plan.
Time (minutes)
Content Method Pages M
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
Refer to the Trainer’s Guide for The Game
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)
Content Method Pages M
Pages BP
5 Objectives Lecture
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
MODULE 8: START-UP CAPITAL
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)
Content Method Pages M
Pages BP
5 Objectives Lecture
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
MODULE 8: START-UP CAPITAL
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)
Content Method Pages M
Pages BP
10 Objectives Lecture
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)
Content Method Pages M
Pages BP
5 Objectives Lecture
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
Individual exercise 1. Ask the participants to
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)
Content Method Pages
10 Objectives Lecture
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.
Time Content Method Pages
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
Objectives: To enable the participants to:
describe why buying is important follow the eight steps in buying
Time (min)
Content Method Pages
5 Objectives Lecture
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
Time Content Method Pages
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
Refer to the Trainer’s Guide for The Game
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
Objectives: To enable the participants to:
describe how stock control can improve their businesses follow the guidelines for better stock control.
Time (min)
Content Method Pages
5 Objectives Lecture
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
MODULE 3: STOCK CONTROL
Session 2: Maintaining stock records
Materials: Flip chart or chalk board Duration: 1,5 hours IYB Basics: Stock control
Objectives: To enable the participants to keep stock records
Time (min)
Content Method Pages
5 Objectives Lecture
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
MODULE 3: STOCK CONTROL
Session 3: Stock-taking
Materials: Flip chart or chalk board Duration: 1,5 hours IYB Basics: Stock control
Objectives: To enable the participants to do stock-taking
Time (min)
Content Method Pages
5 Objectives Lecture
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
Refer to the Trainer’s Guide for The Game
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)
Content Method Pages
10 Objectives Lecture
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
Time Content Method Pages
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
Time Content Method Pages
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)
Content Method Pages
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
Objectives: To enable the participants to:
describe what costing is separate direct costs and indirect costs describe how costing can improve their businesses.
Time (min)
Content Method Pages
10 Objectives Lecture
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)
Content Method Pages
10 Objective Lecture
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
Time Content Method Pages
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
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
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)
Content Method Pages
10 Objective Lecture
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)
Content Method Pages
10 Objectives Lecture
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
Time Content Method Pages
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)
Content Method Pages
10 Objective Lecture
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
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 58 in the manual.
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
Refer to the Trainer’s Guide for The Game
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
The Game, Part 2 2-3
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
The Game, Part 3 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
Individual work on business
plans and action plans
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
Individual work on business
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?
8 What do you think about the
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?
8 What do you think about the
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?
7 What do you think about the
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?
8 What do you think about the
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
e. Agriculture / Agro-related
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
d. Service provision
e. Agriculture / Agro-related
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
c. No knowledge or incorrect
23.3 Stock control a. Full knowledge
b. Some knowledge
c. No knowledge or incorrect
23.4 Sales promotion a. Full knowledge
b. Some knowledge
c. No knowledge or incorrect
23.5 Credit sales a. Full knowledge
b. Some knowledge
c. No knowledge or incorrect
23.6 Profit calculation a. Full knowledge
b. Some knowledge
c. No knowledge or incorrect
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
d. Service Operation
e. Agriculture / Agro-related
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
d. Service Operation
e. Agriculture / Agro-related
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)
19. Line of business a. Retail
b. Wholesale
c. Manufacturing
d. Service provision
e. Agriculture / Agro-related
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
(the total workforce – incl. owners –
in New Businesses =
a. Females
b. At least minimum salary
c. Under 15 years
For existing entrepreneurs only. Total = ______ people (Refer to 16b and 16c. of Performance Card)
24. Line of business a. Retail
b. Wholesale
c. Manufacturing
d. Service provision
e. Agriculture / Agro-related
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
(the total workforce – incl. owners –
in New Businesses =
a. Owners
b. Paid workers
c. Unpaid workers
d. Apprentices
27.2 Spefications of workforce
(the total workforce – incl. owners –
in New Businesses =
a. Females
b. At least minimum salary
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