Guidelines for Impact Monitoring & Assessment in Microfinance ...

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MONITORING & ASSESSMENT IN MICROFINANCE PROGRAMMES TOOL 2: Client Monitoring System: Time Schedule for Monitoring Reports REPORT DATE Month 2, Year 1 Month 7, Year 1 Month 1, Year 2 Month 2, Year 2 Month 7, Year 2 Month 1, Year 3 Month 7, Year 3 Month 1, Year 4 116 Time Schedule for Monitoring Reports REPORT PERIOD OF COVERAGE COHORT STATUS OF REPORT Profile of new clients Month 1, Year 1 1 Interim Profile of new clients Profile of new clients Analysis of change in monitoring indicators Profile of new clients Profile of new clients Analysis of change in monitoring indicators Profile of new clients Analysis of change in monitoring indicators Profile of new clients Analysis of change in monitoring indicators Month 1 – 6, Year 1 Month 1 – 12, Year 1 Month 1, Year 1 (new)/ Month 1, Year 2 (repeat) Month 1 – 6, Year 2 Month 1 – 12, Year 2 Month 1 – 12, Year 1 (new)/ Month 1 – 12, Year 2 (repeat) Month 1 – 6, Year 3 Month 1 – 6, Year 2 (new)/ Month 1 – 6, Year 3 (repeat) Month 1 – 12, Year 3 Month 1 –12, Year 2 (new)/ Month 1 – 12, Year 3 (repeat) 1 1 1 2 2 1 3 2 3 2 or 3 Interim Final Interim Interim Final Final Interim Interim Final Final
TOOL 3 CLIENT EXIT INTERVIEW TYPE Quantitative, standardised questionnaire IMPLEMENTATION STEPS DESCRIPTION A standard interview that is given to (group loan) clients when they leave the lending programme in order to give programme management complementary information on how to improve programme intervention. PURPOSE Tool 3 focuses on client satisfaction and reasons for leaving the programme. Questions focus on which clients leave the IM TEAM programme, when and why clients leave the programme, client opinions about programme strengths and weaknesses, and client perceptions about how programme services meet their needs. Information gathered with this tool about the reasons why clients leave programmes complements the data obtained in the impact survey. Normally, only active clients are assessed in IM. Clients who have experienced problems or negative programme effects are often not monitored. Loan officer TIME REQUIRED 20 minutes DATA ANALYSIS EXCEL spreadsheet SOURCE The model spreadsheet is taken from Women’s Opportunity Fund CETZAM in Zambia which is a member of the OPPORTUNITY INTERNATIONAL Network. 52 52 Compiled by C. Garber for the USAID AIMS Project. 117
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Birgit Schäfer IMPACT MONITORING &
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IMPACT MONITORING & ASSESSMENT IN M
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Table of Contents IMPACT MONITORING
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Abbreviations IMPACT MONITORING & A
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Part 1: Introduction SCOPE by Rolan
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These Guidelines 5 : INTRODUCTION
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STEP 4: Selection and adaptation of
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UNDERSTANDING IMPACT AND IMPACT MEA
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INTRODUCTION Impact involves econom
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INTRODUCTION similar, surrounding.
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Table 1: The Programme Outcome Mode
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INTRODUCTION Graphic 2: Benchmarks
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INTRODUCTION The new office is sche
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Mediating Variables INTRODUCTION Fa
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INTRODUCTION conduct IM and IA. The
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INTRODUCTION enough flexibility to
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INTRODUCTION Quantitative impact mo
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And merge the findings of the two a
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CHARACTER- ISTICS INTRODUCTION QUAN
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INTRODUCTION analyse this data to d
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INTRODUCTION political dexterity an
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INTRODUCTION and evaluation systems
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INTRODUCTION Let us conclude with t
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Part 2: Implementation Steps 2.1 IN
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IMPLEMENTATION STEPS • Survey res
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OBJECTIVES ACTIVITIES RESPONSIBILIT
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QUESTIONS • How long has the prog
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Clientele: • duration of membersh
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IMPLEMENTATION STEPS MFI can calcul
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The Natural Environment IMPLEMENTAT
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ANALYSIS OF THE HOUSEHOLD LEVEL IMP
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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 and 114: Number of loan: ________________ DE
Page 115: Household Income ($) Household Expe
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
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ANNEX 1 - SOURCES AND FURTHER READI
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ANNEX 1 - SOURCES AND FURTHER READI
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ANNEX 2 - RAPID APPRAISAL METHODS:
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ANNEX 3: INTERVIEW GUIDE 61 BASIC G
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ANNEX 4: SAMPLING METHODS 62 ANNEX
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Purposive Sampling ANNEX 4 - SAMPLI
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ANNEX 4 - SAMPLING METHODS ball sam
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ANNEX 4 - SAMPLING METHODS start wi
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