Reporting Date:
Reporting Contact Person:
Organization Name:
Email address:
Goal 1 - Increase Financial Access (open accounts)
Checking
Savings
Total accounts opened
Total opening balance
Average balance
Total accounts closed
Total Second Chance accounts opened
Total Second Chance accounts closed
Number of referrals to financial education workshops
Goal 2- Increase Financial Education/BoP Financial Education Network
Total number of financial education workshops
Total number of participants in financial education classes
Total number of participants surveyed
Average score for pre-survey by percentage
Average score for post-survey by percentage
Demographic background of financial education participants
Male
Female
White, non-Hispanic
African American
Asian American/pacific islande
Native American, Alaska native, native Hawaiian
Hispanic
other
Narrative: (Special notes or highlights, you'd like to share)
Data Collection Form for BoP
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