Survey Questionnaire

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The survey aims to evaluate the attainment of objectives, level of performance in management and financial functions, and constraints affecting a cooperative based on member and management perspectives.

The survey measures the attainment of 20 cooperative objectives related to economic development, conservation, member needs, values, participation, social responsibility, relationships, identity, conflict resolution, unity, justice, economic nationalism, business practices, education, democracy, voting, refunds, membership, capital, and federation.

The cooperative's performance is being evaluated based on indicators related to formulating policies and plans, operations, financial operations, granting loans, capital build-up, accounting, auditing, inventory, pricing, and loan processing.

SURVEY QUESTIONNAIRE

(MANAGEMENT and MEMBERS)


Directions: Please check the item that corresponds to your answer.
PART I. DEMOGRAPHIC PROFILE
1. Name of Cooperative: ____________________________________
2. Position: ______________ Management ______________ Member
PART II. EXTENT OF ATTAINMENT OF COOPERATIVE OBJECTIVES
Rate the extent of attainment of cooperative objectives as follows:
3 Very Satisfactory
2 Satisfactory
1 Fair
II. Extent of Attainment of the Cooperative Objectives (Please Put Check
Indicators
VS
S
F
(3)
(2)
(1)
1. Commits to the Economic Development of Man
2. Adheres to the conservation of resources
3. Is organized based on felt needs of members
4. Promotes Unifying Filipino values
5. Enhances active members participation
6. Deepens ones social commitment and
responsibility
7. Foster Harmonious relationship among members.
8. Give each members identity and self-respect
9. Endeavors to resolve conflict among members
10. Promotes Unity, peace and stability
11.Promotes attainment of genuine social justice
12. Devices means to achieve economic nationalism
13. Operates along sound business practices
14. Conducts continuous education and training
for members, staff and officers.
15. Strictly observe democratic control
16. Adheres to the principle of one man-one vote
17. Distribute refund on the basis of patronage
18. Adheres to open and voluntary membership
19. Implement limited interest on capital
20. Forms federation with other cooperative

PART III. COOPERATIVES LEVEL OF PERFORMANCE


Rate the performance of your cooperative as follows:
3 Very Satisfactory (VS)
2 Satisfactory
(S)
1 Fair
(F)
III-A Level of performance Along Management Function
Indicators
VS
(3)
1. Formulate mission, vision and policies
2. Adopts procedure and programs along sound
business lines
3. Identifies the short and long-range goals
to be achieved
4. Develops strategic, tactical and operating
plans
5. Establish alternative strategies to attain
the goals
6. Select and Implements the best course of
action
7. Develops the structure of coop to achieve
objectives
8. Establish activity-authority relationship
of the organization
9. Design hierarchy in decision making
10. Determines and classifies the work to be
done
11. Recruits and hires employees best
qualified for the job
12. Conducts pre-membership seminar
13. Trains employees and orients new staff
14. Direct members towards the attainment of
objectives
15. Conducts general assembly, regular and
emergency meetings.

S
(2)

F
(1)

III-B. Level of Performance along Financial Operation


Indicators
1. Safeguard the interest of members and
borrowers
2. Conduct business on economical basis
3. Makes a budget of anticipated income and
expenses
4. Maintain adequate accounting system
5. Renders annual periodic statement of
reports
6. Keeps transparent and accurate records of

VS
(3)

S
(2)

F
(1)

account
7. Conducts regular financial audit
8. Keeps financial documents and
correspondence
9. Conduct inventory at a specified time
10. Takes action on changes of financial
policies
11. Encourage adequate capital build-up
12. Conducts credit investigation before
granting loans
13. Process and release loans on time
14. Grants loans based on the ability to pay
15. Follows procedure in all financial
transaction
16. Supervises the disbursement of coop funds
17. Maintain adequate volume of business
18. Formulates pricing scheme or techniques
19. Encourages prompt payment of loans
20. Established penalty for defaults and
delayed payment of obligations
PART IV. CONSTRAINT AFFECTING THE OPERATION OF COOPERATIVE
Indicate the extent of constraint affecting the operation of the
Cooperative
3
Very Serious
2
Serious
1
Not much affect
Indicators/ Constraint

1. Absence of Self-sufficiency
2. Lack of Sufficient Capital
3. Inexperienced Staff
4. Uncommitted Members
5. Loss of Members trust
6. Lack of dedicated officers
7. Insufficient Compensation of Staff
8. Unwise granting of loan
9. Improper use of loan
10. Inadequate payment of loan
11. Inadequate coop facilities
12. Improper hiring of employees
13. Too much competition
14. Inadequacy of merchandise
15. Lack of cooperation among members
16. Poor implementation of coop principle
17. Increased delinquent borrowers
18. Lack of community support

Very
Seriou
s

Seriou
s

(3)

(2)

Not
much
Affec
t
(1)

19. Low return on investment


20. Slow processing of loan

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