Guidelines for Impact Monitoring & Assessment in Microfinance ...

More documents

Recommendations

Info

MONITORING & ASSESSMENT IN MICROFINANCE PROGRAMMES TOOL 2: Client Monitoring System: Reporting Format 1 Durable Goods (% Owned) Sewing Machine Gas Stove Electric Stove Refrigerator Freezer Air Conditioner Fan Radio/Cassette Stereo Equipment TV Set Video Equipment Washing Machine Bicycle Motorbike Car Other Vehicles Utensils Jewellery Own None Durable Goods (Nr. Owned) Sewing Machine Gas Stove Electric Stove Refrigerator Freezer Air Conditioner Fan Radio/Cassette Stereo Equipment TV Set Video Equipment Washing Machine Bicycle Motorbike Car Other Vehicles Utensils Jewellery Own None Durable Goods (Percent Purchased Last Year) Sewing Machine Gas Stove Electric Stove Refrigerator Freezer Air Conditioner Fan Radio/Cassette Stereo Equipment TV Set Video Equipment Washing Machine Bicycle Motorbike Car Other Vehicles Utensils Jewellery Own None 114 Workers Bank of Jamaica: Recommended Reporting Format COHORT #1 Year 1 (2000) At first At App. Repeat % App. Change COHORT #2 Year 2 (2001) At first At App. Repeat % App. Change COHORT #3 Year 3 (2002) At first At App. Repeat % App. Change
Household Income ($) Household Expenditures on Food ($) Client Savings ($) Value of Enterprise Sales ($) Value of Enterprise Assets ($) Employment in Enterprise (Number) Paid Unpaid Proprietor IMPLEMENTATION STEPS TOOL 2: Client Monitoring System: Reporting Format 2 Donor Strategic Objectives: Reporting Format 3 Workers Bank of Jamaica: Recommended Reporting Format COHORT #1 Year 1 (2000) At first At App. Repeat % App. Change Male/ Female COHORT #2 Year 2 (2001) At first At App. Repeat % App. Change COHORT #3 Year 3 (2002) At first At App. Repeat % App. Change M/F M/F M/F M/F M/F REPORTING FORMAT FOR DONOR STRATEGIC OBJECTIVES Year 1 Year 2 Year 3 Year 4 M/F M/F M/F M/F Number of New Loans Average Size of New Loans Number of Repeated Loans Number of Jobs Created 115
Page 1 and 2:
Birgit Schäfer IMPACT MONITORING &
Page 3 and 4:
IMPACT MONITORING & ASSESSMENT IN M
Page 5 and 6:
Table of Contents IMPACT MONITORING
Page 7 and 8:
Abbreviations IMPACT MONITORING & A
Page 9 and 10:
Part 1: Introduction SCOPE by Rolan
Page 11 and 12:
These Guidelines 5 : INTRODUCTION
Page 13 and 14:
STEP 4: Selection and adaptation of
Page 15 and 16:
UNDERSTANDING IMPACT AND IMPACT MEA
Page 17 and 18:
INTRODUCTION Impact involves econom
Page 19 and 20:
INTRODUCTION similar, surrounding.
Page 21 and 22:
Table 1: The Programme Outcome Mode
Page 23 and 24:
INTRODUCTION Graphic 2: Benchmarks
Page 25 and 26:
INTRODUCTION The new office is sche
Page 27 and 28:
Mediating Variables INTRODUCTION Fa
Page 29 and 30:
INTRODUCTION conduct IM and IA. The
Page 31 and 32:
INTRODUCTION enough flexibility to
Page 33 and 34:
INTRODUCTION Quantitative impact mo
Page 35 and 36:
And merge the findings of the two a
Page 37 and 38:
CHARACTER- ISTICS INTRODUCTION QUAN
Page 39 and 40:
INTRODUCTION analyse this data to d
Page 41 and 42:
INTRODUCTION political dexterity an
Page 43 and 44:
INTRODUCTION and evaluation systems
Page 45 and 46:
INTRODUCTION Let us conclude with t
Page 47 and 48:
Part 2: Implementation Steps 2.1 IN
Page 49 and 50:
IMPLEMENTATION STEPS • Survey res
Page 51 and 52:
OBJECTIVES ACTIVITIES RESPONSIBILIT
Page 53 and 54:
QUESTIONS • How long has the prog
Page 55 and 56:
Clientele: • duration of membersh
Page 57 and 58:
IMPLEMENTATION STEPS MFI can calcul
Page 59 and 60:
The Natural Environment IMPLEMENTAT
Page 61 and 62:
ANALYSIS OF THE HOUSEHOLD LEVEL IMP
Page 63 and 64: Graphic 6: Household Socio-Economic
Page 65 and 66: Graphic 7: Vulnerability of Livelih
Page 67 and 68: OBJECTIVES ACTIVITIES RESPONSIBILIT
Page 69 and 70: IMPLEMENTATION STEPS ries of mutual
Page 71 and 72: IMPLEMENTATION STEPS Core Impact Hy
Page 73 and 74: Core Impact Hypotheses at the Enter
Page 75 and 76: IMPLEMENTATION STEPS Possible Negat
Page 77 and 78: IDENTIFICATION OF IMPACT INDICATORS
Page 79 and 80: IMPLEMENTATION STEPS figures are no
Page 81 and 82: Quality Criteria (II) IMPLEMENTATIO
Page 83 and 84: IMPLEMENTATION STEPS • Ordinal me
Page 85 and 86: CORE INDICATORS AT THE FAMILY/HOUSE
Page 87 and 88: IMPLEMENTATION STEPS CORE INDICATOR
Page 89 and 90: CORE INDICATORS AT COMMUNITY LEVEL
Page 91 and 92: APPLICATION OF SURVEY TOOLS IMPLEME
Page 93 and 94: IMPACT SURVEY IMPLEMENTATION STEPS
Page 95 and 96: IMPACT SURVEY IMPLEMENTATION STEPS
Page 97 and 98: IMPLEMENTATION STEPS TOOL 1: Impact
Page 99 and 100: 12. Invested (major) in enterprise
Page 103 and 104: IMPLEMENTATION STEPS 51. Farm inven
Page 107 and 108: 10 = Cash for emergencies 11 = Pock
Page 109 and 110: TOOL 2 CLIENT MONITORING SYSTEM IMP
Page 111 and 112: BALANCE SHEET IMPLEMENTATION STEPS
Page 113: Number of loan: ________________ DE
Page 117 and 118: TOOL 3 CLIENT EXIT INTERVIEW TYPE Q
Page 119 and 120: IMPLEMENTATION STEPS TOOL 3: Client
Page 121 and 122: IMPLEMENTATION STEPS TOOL 3: Client
Page 123 and 124: IMPLEMENTATION STEPS TOOL 4: CASE S
Page 125 and 126: IMPLEMENTATION STEPS TOOL 4: CASE S
Page 127 and 128: IMPLEMENTATION STEPS TOOL 5: Case S
Page 129 and 130: IMPLEMENTATION STEPS TOOL 5: Case S
Page 131 and 132: IMPLEMENTATION STEPS TOOL 6: Roundt
Page 137 and 138: OBJECTIVES STEP 5: DATA ANALYSIS IM
Page 139 and 140: • data collected • respondent o
Page 141 and 142: Open-code Responses IMPLEMENTATION
Page 143 and 144: Descriptive Analysis IMPLEMENTATION
Page 145 and 146: IMPLEMENTATION STEPS is to list all
Page 147 and 148: IMPLEMENTATION STEPS CEL. The probl
Page 149 and 150: Inferential Analysis IMPLEMENTATION
Page 151 and 152: IMPLEMENTATION STEPS Example 5: Is
Page 153 and 154: IMPLEMENTATION STEPS Example 7: Dis
Page 155 and 156: IMPLEMENTATION STEPS Example 1: Cli
Page 157 and 158: IMPLEMENTATION STEPS The next sever
Page 159 and 160: Village: Date: Note taker: Facilita
Page 161 and 162: Village: Date: Note taker: Facilita
Page 163 and 164: ANNEX 1: SOURCES AND FURTHER READIN
Page 165 and 166:
ANNEX 1 - SOURCES AND FURTHER READI
Page 167 and 168:
Page 169 and 170:
Page 171 and 172:
ANNEX 2 - RAPID APPRAISAL METHODS:
Page 173 and 174:
ANNEX 3: INTERVIEW GUIDE 61 BASIC G
Page 175 and 176:
ANNEX 4: SAMPLING METHODS 62 ANNEX
Page 177 and 178:
Purposive Sampling ANNEX 4 - SAMPLI
Page 179 and 180:
ANNEX 4 - SAMPLING METHODS ball sam
Page 181 and 182:
ANNEX 4 - SAMPLING METHODS start wi
show all

Guidelines for Impact Monitoring & Assessment in Microfinance ...

Create successful ePaper yourself

Delete template?

Save as template?