Sample Investments Club Work Plan (Goals & Activities) For Investment Clubs in Zambia

 

OBJECTIVE ONE: To Provide A Sound Saving and Investment Program for Members

Responsibility: Finance Secretary (assisted by members of finance & investments committee)

Goal Timeline	Activity /Output	Resources Needed		Outcome
		Item	Cost
Short-Term Goal 1-2 years	Individual  automatic savings plan Saving minimum USD100 per month per member Diversifying portfolio  (debt, equity, property, funds & cash)	Professional fees for acquiring assets (lawyers, brokers, advisors, insurance, document preparation, registration, etc)	1% of asset value =USD 1,000	Automatic savings /Periodic savings Cumulative savings of 1 million after two years Diversified portfolio of  USD 1 million after two years
Mid-Term Goal 3-5 years	Saving minimum USD200 per month Diversifying portfolio  (debt, equity, property, funds & cash)	Professional fees for acquiring assets	1% of asset values =USD 2,000	Automatic savings/ Periodic savings/ Cumulative savings of 2 million after two years Diversified portfolio of  USD 2 million after two years
Long-Term Goal 6-10years	Saving minimum USD500 per month Diversifying portfolio  (debt, equity, property, funds & cash)	Professional fees for acquiring assets	1% of asset values =USD 5,000	Automatic savings /Periodic savings/ Cumulative savings of 1 million after two years Diversified portfolio of  USD 5 million after two years

OBJECTIVE TWO: To Provide Education Programs For Members for Personal Branding

Responsibility: Vice President (assisted by members of education committee)

Goal Timeline	Activity /Output	Resources Needed		Outcome
		Item	Cost
Short-Term Goal 1-2 years	Individual  reading assignments & presentations (book reviews & summaries), 1 book per month Guest speaker, market regulators, investors, industry players 1 speaker every 3 months Edutainment, I movie per month  Field visits, every I field visit per half year	Facilitation fees Venue, DVDs, audio-visual equipment hire, purchase  Transport to field, eats, etc	50 100   Member contributions	Enhanced reading culture Improved financial literacy Networking with industry professionals Understanding of financial sector/industry operations
Mid-Term Goal 3-5 years	2 books per month 1 speaker every 2 months 2 movies per month  I field visit per quarter	Facilitation fees Venue, DVDs, audio-visual equipment hire, purchase  Transport to field, eats, etc	50*6=300 100*6=600 Member contributions
Long-Term Goal 6-10years	4 books per month 1 speaker per  month 1 speaker per month I movie per week  I field visit per 3 months	Facilitation fees Venue, DVDs, audio-visual equipment hire, purchase  Transport to field, eats, etc	50*12=600 100*12=1,200 Member contributions

 

OBJECTIVE THREE: To Provide Networking Programs and Opportunities for Members

 

Responsibility: Social Secretary (assisted by members of social affairs committee)

Goal Timeline	Activity /Output	Resources Needed		Outcome
		Item	Cost
Short-Term Goal 1-2 years	Movie outs, every 4 months home visits/family days, every 4 months  Adventures (nature walks, beach picnics, sports), every 4 months	tickets food & drinks group transport, food & drinks	Members contribute	Stronger social bonds Networking, meeting new people
Mid-Term Goal 3-5 years	Movie outs, every 2 months home visits/family days, every 2 months  Adventures (nature walks, beach picnics, sports), every 2 months	tickets food & drinks group transport, food & drinks	Members contribute
Long-Term Goal 6-10years	Movie outs, every 1 month home visits/family days, every 6 month  Adventures (nature walks, beach picnics, sports), every 1 month	tickets food & drinks group transport, food & drinks	Members contribute

 

 

2.4       OBJECTIVE FOUR: Corporate Social Responsibility (CSR)

Responsibility: Secretary (assisted by members of organizing committee)

Goal Timeline	Activity /Output	Resources Needed		Outcome
		Item	Cost
Promoting Education	Donating school fees to two girls			promoting education
Environmental Protection	Planting trees	Venue, meeting, food & drinks		promoting environmental protection
Supporting Orphans & Widows	Visit to Kakunglu Hospice	Venue, meeting, food & drinks		Promoting stand of living

 

 

2.5       OBJECTIVE FIVE: To Further Institutional Growth through Strategic Partnerships

Responsibility: Secretary (assisted by members of organizing committee)

Goal Timeline	Activity /Output	Resources Needed		Outcome
		Item	Cost
Short-Term Goal 1-2 years	Weekly meetings Monthly meetings Annual AGM meetings Strategic partnerships Institutionalization (website, legal documents, effective communication lines) Annual performance review  (SWOT, STEER, BALANCED SCORECARD)	Venue Venue Venue Transport & communication Club registration (legal entity)	200 500	Re-oriented strategic plan Re-aligned mission, vision, goals, etc Club is a legal entity, institutional Communication channel, website, email addresses for members, online presence
Mid-Term Goal 3-5 years	Quarterly performance review  (SWOT, STEER, BALANCED SCORECARD)	Venue, meeting, food & drinks		Re-oriented strategic plan Re-aligned mission, vision, goals, etc
Long-Term Goal 6-10years	Quarterly performance review  (4P, STEER)	Venue, meeting, food & drinks		Re-oriented strategic plan Re-aligned mission, vision, goals, etc.

 

 

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ZANAICA is promoted and hosted by Twende, an on-demand platform and Zambia’s first superapp, that also offers motorcycles (bodabodas) and tricycles (tuktuks), on lease to own, hire purchase model. Twende promotes investment clubs as an initiative to promote savings and investment culture in Zambia. To get free investment club training, do not hesitate to contact us on facebook at https://wa.me/+254103242604, or https://chat.whatsapp.com/HNosGG0OmdWHvXnFHVSLoh or email us at zanaica@twende.store or visit Twende offices at Manda Hill, Plot 271/C.

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