Worksheet

Branch go-live checklist for centre collections

A one-page checklist per branch with five blocks: lists, balances, signal, cash and pilot. Each line has a tick box, the person responsible and the date it was checked. The branch manager signs the foot of the page.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “Checklist Before an MFI Moves Centre Collections Off Paper”, www.gullysystem.com/blog/checklist-before-an-mfi-moves-centre-collections-off-paper