Tag: Record Keeping and Financial Planning

Tracking Group Finances

tracking group finances

Accurately tracking money between group members who share expenses and/or market together can be cumbersome, even for people who regularly use computers and do calculations. This spreadsheet makes the job more manageable.

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Recordkeeping 2: Harvest and Post-Harvest Records for FSMA Compliance

Recordkeeping 2: Harvest and Post-Harvest Records for FSMA Compliance

This guide can be used to assist trainers who want to make good farm recordkeeping practices accessible to farmers with limited English and/or low literacy skills.

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Recordkeeping 1: Crop Planning and Planting Records for FSMA Compliance

Recordkeeping 1: Crop Planning and Planting Records for FSMA Compliance

This guide can be used to assist trainers who want to make good farm record keeping practices accessible to farmers with limited English or low-literacy skills.

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Profitability and Cost of Production

Profitability and Cost of Production

This is a resource designed to introduce some key concepts to farmers familiar with basic production and marketing strategies: profit, revenue, profitability, cost of production, and enterprise budgets.

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Micro-producer Academy: Dealing with Money

dealing with money

This is module 7 in a series of 8 modules in the New Roots Micro-producer academy. Module 7 introduces farmers to forms of currency, money handling and making change.

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Micro-producer Academy: Budgeting

budgeting

This training guide will help you, the trainer, to lead a 2-hour training on the building blocks of budgeting and recordkeeping.

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Independent Wholesale Sales

independent wholesale sales

This is a tangible structure tool to teach farmers in a one-on-one setting to manage established wholesale accounts.

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Income and Expense Tool

Income and Expense Tool

This guide will help you use the ‘Income and Expenses Tool’ with farmers. The tool is an Excel spreadsheet, intended to be used one-on-one with a farmer and a program staff person.

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Financial Literacy: Reflection and Planning

Financial Reflection & Sharing

This is a one-hour reflection-based, hands-on workshop where most of the farmers’ learning will take place in pairs and in-response to reflection questions.

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Financial Literacy: Financial Decision Making

Financial Decision Making

This user’s guide will prepare trainers to teach farmers new ways of considering financial decisions. This lesson focuses specifically on maximizing profit by changing how farmers think about income and expense decisions.

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