Worksheet

Chit group lifecycle checklist

Use a checklist that walks one group from registration and ticket allotment through each monthly auction, dividend, collection and prized payout, ticking every step your current records handle. Gaps show what software must cover.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Chit Fund Software: What It Must Handle Before You Buy”, www.gullysystem.com/blog/chit-fund-software-what-it-must-handle