Loan Disbursement Survey

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At Root Capital, we strive to provide high-quality services to our clients. In order to improve your experience working with us, we would appreciate it if you could take 15 minutes of your valuable time to answer a few short questions about your experience with our services.

Additionally, due to the nature of the COVID-19 pandemic’s influence across the globe, we are including a series of questions regarding COVID’s impact on your business and operations to understand how best to support you in the months to come.

Please note that we will not share your responses directly with the Root Capital staff or representatives you work with. Your feedback will only serve to improve the quality of service to our customers.

Your email address:

Lending Questions

Based on your experience with Root Capital’s loan application, loan servicing, monitoring, and repayment processes, how likely are you to recommend Root Capital’s lending services to other enterprises?

What is the most important reason why you would recommend Root Capital?

What is the most important area Root Capital could improve for you to be more likely to recommend our lending services?

How did the loan application and approval process compare with the expectations set by Root Capital?

How did your experience differ from the expectations set by Root Capital?

How well did Root Capital’s loan meet your needs in comparison to similar loans you have received from other lenders?
Root Capital’s loan met our needs…

How could Root Capital’s loan have been better structured to meet your needs?

How likely are you to switch from Root Capital to another Lender?

Why would you switch to another lender?

Advisory Questions

Rate the advisory services your organization has received during the last 12 months.

	Highly effective/beneficial	Somewhat effective/beneficial	Neutral/Unsure	Somewhat ineffective	Highly ineffective	N/A
Business Management and Advisory: financial planning, internal controls, accounting and taxation, strategic planning, and governance and HR Management.

	Highly ineffective	Somewhat ineffective	Neutral/Unsure	Somewhat effective/beneficial	Highly effective/beneficial	N/A
Digital Business Intelligence: Use of mobile and cloud-based technologies to collect and manage information. Support with data integration, analysis and visualization to support decision-making.
Agronomic and climate resilience advisory: Climate Resilience Diagnostic, Climate Risk and Vulnerability Assessment. Planning, monitoring and quality control of Agronomic and Climate Resilience Plans.
Gender equity advisory: Awareness of gender in the workplace and in agriculture, how to ensure meaningful access, opportunity and participation for women. Includes: Diagnostic of Gender Gaps in the Business, Gender Equity Advisory Plan, Inclusive Enterprise Policies and Practices, Women’s Entrepreneurship.
Youth and Leadership Development: Leadership Development, Talent Partnership Support, intern coaching and development, and youth engagement in the business

Have you worked with any other training providers on topics such as: agriculture, business management, gender, digital products/agricultural innovation, governance, accounting, and/or leadership?

How do you evaluate Root Capital’s Advisory Services compared to those of the other training providers with whom you’ve worked.

Why are Root Capital’s Advisory services consistently better than those of other training providers? (Please select up to two reasons.)

The training is more effective in producing results for my business.The training addresses our needs more accurately.The training methodology and style is more engaging.The trainers are more knowledgeable.The frequency of the training is more appropriate.Other

What could Root Capital have done to make these services better for your business? (Please select up to two reasons.)

The training could have been more effective in producing results for my business.The training could have addressed our needs more accurately.The training methodology and style could have been more engaging.The trainers could have been more knowledgeable.The frequency of the training could have been more appropriate.Other

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If other reason, explain

If other, explain

Covid Impact Questions

These last questions seek to understand the impact of the COVID-19 pandemic on your business.

Describe your business operations in the following areas:

	Delayed	Cancelled	Occurring remotely	Occurring with social distancing/fewer personnel	Occurring with no change	Does not apply
Main office open to the public
Product harvest
Product purchase/collection
Accounting & finance
Processing
Coordination with buyers
Product transport to port
Certification
General assembly/elections

At what point (from today) do you envision that the enterprise will be able to return to its pre-COVID condition/resume its pre-crisis level of operations?

Please answer the following questions about services offered to employees in the past year:

	Yes	No	Unsure	Not applicable
Has the business laid off or suspended workers/put workers on unpaid leave due to COVID-19?
Has the business cut employee salaries or wages due to COVID? (including if businesses are cutting the amount of time employees are allowed to work)
Has the business decreased or eliminated employee bonuses due to COVID?
Has the business cut or eliminated a food or housing provision program due to COVID?

Please answer the following questions about services offered to producers in the past year:

	Yes	No	Unsure	Not applicable
Has the business eliminated or reduced any service to transport suppliers’ crop due to COVID?
Has the business eliminated or reduced technical assistance for producers due to COVID?
Has the business cut or terminated any alternative income generation programming for suppliers?
Has the business cut the value or eliminated an Internal Credit Fund for producers?
Has the business cut any gender programming for producers due to COVID (policies, gender-sensitization programs, training for women, etc)
Has the business cut any youth programming due to COVID? (policies, youth-specific services, youth committee, etc)

Has COVID-19 negatively impacted any of your organization’s environmental conservation or climate change mitigation/adaptation programs?

General Context Questions

Before we go, we have one more set of questions where we would really value your perspective. These questions will help us prioritize the development of new services.

Which of the following are priorities for your organization in the coming year?

	High priority	Medium priority	Low priority	Not a priority
Accessing sufficient capital (working capital and/or investment capital) to sustain and grow the business
Business management, financial planning and accounting
Improving the management of information, data collection and visualization via mobile and cloud-based technology
Improve/increase best practices in agronomy, climate resilience, climate smart agriculture
Increase gender equity in our business (eg. this might look like both women and men participating in the business, in trainings, fairly represented in leadership positions, child-care provision/day care centers, lactating mothers spaces, etc)
Increase youth engagement (eg. involve individuals under 35 in business operations either by hiring as staff, offering opportunities as interns, and including in strategic decision making)
Recover financially/operationally from the impacts of COVID-19

Feel free to use this space to elaborate on any of the priorities above, or include any additional priorities not mentioned.

Is there any other feedback or comments you want to share with Root Capital regarding their services?

Thank you!

Thank you for your time and willingness to complete this survey, which will help us improve our services.

After analyzing the results, we may want to understand more about the needs of your organization. Would you be willing to have a confidential interview and talk in more depth about the credit and / or advisory services that your organization receives?