Weekly Progress Report

Client First Name: *

Client Last Name: *

Meeting Date: *

Meeting Location: *

Hillcrest Christian Reformed Church

Jenison Christian Church

Other

Other Location:

Budget Mentor: *

Case Worker: *

Sheri

Kate

Daily Spending Record:

Assigned

Completed

Daily spending record reconciled with receipts and activity statement (review weekly)

Checkbook Register:

Assigned

Completed

Checkbook register up to date (review weekly)

Monthly Spending Plan:

Assigned

Completed

Monthly spending plan complete (review beginning and end of month)

Checkbook Reconciled:

Assigned

Completed

Checkbook reconciled with bank statement (review monthly or more often)

Debt List:

Assigned

Completed

Revise debt list (quarterly)

1). Actions completed this week or areas of progress since last meeting. Current concerns / prayer requests: *

2). Any other important updates?:

3.) Did the client(s) complete assignments for the week?: *

yes

no

If not, why not?:

4). Are the client's checkbook, credit cards and debit cards being held in a locked bag?: *

yes

no

If not, why not?:

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Love In the Name of Christ