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WorkerOwner Financial
Health Survey
Leveraging Financial Empowerment to
Support EmployeeOwned Businesses:
Tools for Cooperative DevelopersWorkerOwner Financial Health SurveyWorkerOwner Financial Health
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How to fill out worker-owner financial health survey
How to fill out worker-owner financial health survey
01
Start by gathering all the necessary financial documents such as income statements, balance sheets, and cash flow statements.
02
Review the survey questions carefully and make sure you understand what information is being asked.
03
Fill out each question honestly and accurately. Provide any supporting documentation if required.
04
Double-check your answers before submitting the survey to ensure accuracy.
05
Take note of any additional comments or explanations that you may want to provide in the designated spaces.
06
Once you have completed all the sections, submit the filled-out survey according to the provided instructions.
Who needs worker-owner financial health survey?
01
Worker-owners and cooperatives who want to assess and improve their financial health.
02
Organizations or institutions that support worker-owners in financial decision-making and planning.
03
Researchers or academics studying the financial well-being of worker-owners.
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