Ricardo has just started work at RUMFI, the Rural Microfinance Institution. He is about to make his first field visit to meet some existing and potential clients. His supervisor wants him to collect enough information to put together a "balance sheet" and a "profit and loss account" for each one and use these to work out how each business is doing.
Ricardo has not carried out an assignment of this sort before and is relieved to be given the opportunity to watch Stefan, one of his colleagues, when he goes to meet some potential clients in order to gather information about their businesses and financial requirements. As he observes Stefan at work, Ricardo wonders whether he is doing the right things or not. Read through the following list of things that he notices and decide whether you think they are the right or wrong thing to do. Make your choice and then click on the "?" or query button to see if we agree with you.
