Designing performance indicators for the community shares market

Introduction

The CSU is developing an approach for monitoring and benchmarking the business performance of societies which have raised finance through a community share offer(s).

These ‘indicators’ are being developed to help the CSU generate guidance and provide valuable market intelligence to practitioners assisting groups and societies with community share offers.

We are seeking feedback from practitioners on the type and scope of indicators that should be measured and tracked using the FCA annual return data we are now capturing on societies issuing community shares.

Question Title

* 1. Please rate how useful you would find the following suggested indicators?

	Very useful	Quite useful	Undecided	Not very useful	Pointless
Indicator 1: Variance - the extent to which societies are meeting their commitments as stated in their offer document? i.e. interest payments, rates of withdrawal	Indicator 1: Variance - the extent to which societies are meeting their commitments as stated in their offer document? i.e. interest payments, rates of withdrawal Very useful	Indicator 1: Variance - the extent to which societies are meeting their commitments as stated in their offer document? i.e. interest payments, rates of withdrawal Quite useful	Indicator 1: Variance - the extent to which societies are meeting their commitments as stated in their offer document? i.e. interest payments, rates of withdrawal Undecided	Indicator 1: Variance - the extent to which societies are meeting their commitments as stated in their offer document? i.e. interest payments, rates of withdrawal Not very useful	Indicator 1: Variance - the extent to which societies are meeting their commitments as stated in their offer document? i.e. interest payments, rates of withdrawal Pointless
Indicator 2: Leverage - The amount of other forms of finance secured alongside the share offer	Indicator 2: Leverage - The amount of other forms of finance secured alongside the share offer Very useful	Indicator 2: Leverage - The amount of other forms of finance secured alongside the share offer Quite useful	Indicator 2: Leverage - The amount of other forms of finance secured alongside the share offer Undecided	Indicator 2: Leverage - The amount of other forms of finance secured alongside the share offer Not very useful	Indicator 2: Leverage - The amount of other forms of finance secured alongside the share offer Pointless
Indicator 3: Performance - tracking key balance sheet and cash flow measures such as turnover, surpluses, assets and liabilities	Indicator 3: Performance - tracking key balance sheet and cash flow measures such as turnover, surpluses, assets and liabilities Very useful	Indicator 3: Performance - tracking key balance sheet and cash flow measures such as turnover, surpluses, assets and liabilities Quite useful	Indicator 3: Performance - tracking key balance sheet and cash flow measures such as turnover, surpluses, assets and liabilities Undecided	Indicator 3: Performance - tracking key balance sheet and cash flow measures such as turnover, surpluses, assets and liabilities Not very useful	Indicator 3: Performance - tracking key balance sheet and cash flow measures such as turnover, surpluses, assets and liabilities Pointless
Indicator 4: Engagement - the amount of member churn, share capital per member	Indicator 4: Engagement - the amount of member churn, share capital per member Very useful	Indicator 4: Engagement - the amount of member churn, share capital per member Quite useful	Indicator 4: Engagement - the amount of member churn, share capital per member Undecided	Indicator 4: Engagement - the amount of member churn, share capital per member Not very useful	Indicator 4: Engagement - the amount of member churn, share capital per member Pointless

Please state any other indicators you would be interested in capturing: