Planet-Online Test - Foundation for a Sustainable Society

PLANET
PEOPLE
PROFIT

PLANET

Business Name*

Business Address*

Contact Number*

Email Address*

Compliances

1. Compliances

Adopts environmental standard that is higher than minimum requirements (more than 1 year adoption)

No violation of environmental laws and compliance to relevant environmental laws

No monitoring of environmental compliance

Environmental Management

2. Environmental practice, policy or plan

Adopts strategic environmental management plan and exemplify best practices or actively participates in environmental management councils

Adopts specific environmental plan and practice/s

No stated environmental practice or implements project considered red flag by FSSI, but with clear exit plan

Total Score

Test Complete for Planet

PEOPLE

Governance

1. Compliance to oversight government agency

Certificate of good standing or compliance from oversight government agency

Registered but no updated certificate of good standing or compliance from oversight government agency

None

2. Compliances to registration documents

Full compliance to registration documents and distribution of profit as mandated by the organization

Partial compliance to registration documents and distribution of profit as mandated by the organization

Presence of intra-corporate disputes that places the investment in very high risk or Non-distribution of profit even if mandated by the organization

3. Labor compliance

Full compliance to the statutory monetary benefits and provides additional non-monetary benefits

Full compliance to statutory monetary benefits or partial compliance based on exemption mandated in BMBE law

Partial or Non-compliance to statutory benefits

4. Strategic plan

With strategic plan & implementing accordingly

With strategic plan & workplan

None

5. Manuals: Finance, operation, HR/personnel, risk, governance

Finance & Operation Manuals, plus other manuals

Finance & Operation Manuals only

Incomplete or loose documentation

Sound Management

6. Personnel

All key positions are filled

Not all key positions are filled; management is functional

No clear person in-charge/handling key positions

7. Accountability

Clear delineation of tasks & responsibilities; reporting

Not all key positions are clearly delineated; with multi-tasking but which does not violate check and balance or pose conflict of interest

No clear delineation

Gender and Development

8. Gender policy and plan

Practicing gender policy & plan: with rating of at least 96 in CDA’s GE assessment tool

Not all key positions are filled; management is functional

No clear person in-charge/handling key positions

Participation

9. Degree/level of participation and stakeholdership

Community owned and employs or supports livelihood of marginalized sectors

NGO with high community participation in PDIME & governance and employs or supports livelihood of marginalized sectors

Provides employment and livelihood support

Community Improvement

10. Social services and/or community development initiatives

Community owned and employs or supports livelihood of marginalized sectors

Support programs/projects/activities that lead to increasing market access of the poor

No identified social service or community development initiative

TOTAL SCORE

Test Complete for People

PROFIT

Margin

1. Enterprise: NPM > inflation or benchmark or Microfinance/credit: NPM > inflation or OSS >120%

“Positive” profit margin, higher than comparable industry benchmarks (cite reference/year)

“Positive” profit margin, at par with comparable industry benchmarks (cite reference/year)

“Negative” or decreasing profit margin

Return

2. ROE > inflation or benchmark

ROE is higher than inflation rate, higher than comparable industry benchmarks (cite reference/year)

ROE is higher than inflation rate, or, at par with comparable industry benchmarks (cite reference/year)

ROE is lower than inflation rate

3. ROA > inflation or benchmark

ROA is higher than inflation rate, higher than comparable industry benchmarks (cite reference/year)

ROA is higher than inflation rate, or, at par with comparable industry benchmarks (cite reference/year)

ROA is lower than inflation rate

Stability

4. Enterprise: Inventory turn-over, receivable turn-over, operating cash flow ratio, cash ratio, Current ratio, Debt to Equity (Microfinance/credit: Net loans to total asset, PAR, Loan loss provision, Current ratio, Debt to Equity)

Liquidity & capital adequacy are better than comparable industry benchmarks (cite reference/year)

Liquidity & capital adequacy are at par with comparable industry benchmarks (cite reference/year)

Below standard liquidity & capital adequacy

Total Score

Test Complete for Profit

You have completed the 3BL Online Test

Here is your total score

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