NEEDS ASSESSMENT TOOL FOR TARGET GROUP - duplicate

• Conducted on

  Date

• Prepared by

• Location
  Address

• Who are the potential financial education recipients in targeted areas of place in terms of age, gender, level of education, income and level of literacy

• What goals (if any) do potential recipients have for their Money ? What are the current needs and wants

Financial Literacy Questions

• What formal or informal financial services do potential recipients use to put money aside?

• What are the current savings practices and mechanisms?

• What are perceived challenges to savings ?

• What are the gaps in knowledge, experience, and attitudes about using financial services?

Cash Flow Management Questions

• How do potential recipients currently manage their cash flow and debt?

• Which available financial services (formal and Informal) are potential recipients aware ?

• What are potential recipients' knowledge, experience and attitudes about using formal financial services?

• How do potential recipients plan for life-cycle events that are known ?

• How do they finance unanticipated needs, events or emergencies ?

Effectiveness of Current Social Benefit Programme

• Is the current social benefit program effective without financial education?

  Yes

  No

  N/A