Guidelines for Impact Monitoring & Assessment in Microfinance ...

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MONITORING & ASSESSMENT IN MICROFINANCE PROGRAMMES TOOL 5: Case Study 2: Client Empowerment/Intent of Categorical Questions Each question from the Menu of Categorical Questions has a particular intent. This chart explains the intent of selected questions from that menu. INTENT OF CATEGORICAL QUESTIONS Past tense Questions Intent INDIVIDUAL If I had been with you before you joined the programme, what would I have seen you doing? How did you feel about yourself before joining the programme? 128 To obtain a sense of how the client led her life – if she was joyful or sorrowful, active or passive, fully engaged or withdrawn, opportunistic or lethargic To understand the client’s level of self-esteem and selfconfidence What kind of dreams/goals did you have for your life? To determine if the client had any personal dreams about self-improvement or desires for the future BUSINESS Did you have a business before joining the programme? If so, please describe. What kind of dreams/goals did you have for your business? What kind of decisions did you make about your business? What kind of decisions did you refer to other people? To whom? How did you manage your business before joining the programme? To determine if the client had one or several business(es) and the type of business(es) Assuming the answer is positive, this question seeks to determine if the client had a desire to grow her business(es) in a particular way To determine if the client had the self-confidence or freedom to make her own decisions To determine how entrepreneurial the client was, and how much risk she felt confident taking Were there any obstacles that you faced in operating To determine what strategies the client used to over- your business? What were they? Did you overcome come hardship (any obstacle to operating her busi- them? How? ness(es) smoothly) FAMILY/HOUSEHOLD How did you feel about yourself as a family member in your household? What type of dreams or goals did you have for your family or household? What kind of decisions did you make about your family/ household? What type of decisions did you refer to others in the household? COMMUNITY What type of relationships did you have in your community? Who were the most significant people you related to? Before joining the programme, what roles did you have or activities did you participate in with your community? What kind of problems/constraints did you observe in your community? In what ways did you try to resolve these problems and constraints? To identify whether females were subordinate in the family and determine whether a client felt respected as a contributing member of the family To determine whether the client had desires such as owning a dream house or her own land, sending her children to school or university? To determine the type of family decisions the client made on her own and the type she made with others. To determine how a client related to her neighbours and other community members and who some of the most important people were in her interactions To determine how active a client was in the community and whether she participated in community events, political parties or social groups To determine how perceptive to community concerns a client was and whether she identified those concerns with her own To determine whether a client joined a group to solve a problem and whether she took any actions to improve the community
IMPLEMENTATION STEPS TOOL 5: Case Study 2: Client Empowerment/Portrait Summary This summary matrix is simply constructed. For each time period, categorical questions are noted with room to write client responses next to the questions, and answer any probing follow-up questions. This example shows parts of the matrix condensed to fit on one page. An actual working matrix will occupy several pages, with an allocation of one page per question. COMPONENTS OF EMPOWERMENT PORTRAIT SUMMARY Past Present Categorical Questions INDIVIDUAL Q.# Q.# Q.# Q.# Q.# Q.# Q.# Q.# Q.# Q.# BUSINESS Q.# Q.# FAMILY/HOUSEHOLD Q.# Q.# COMMUNITY Q.# Q.# 129
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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
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Graphic 7: Vulnerability of Livelih
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OBJECTIVES ACTIVITIES RESPONSIBILIT
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IMPLEMENTATION STEPS ries of mutual
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IMPLEMENTATION STEPS Core Impact Hy
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Core Impact Hypotheses at the Enter
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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 and 116: Household Income ($) Household Expe
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: 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
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Page 163 and 164: ANNEX 1: SOURCES AND FURTHER READIN
Page 165 and 166: ANNEX 1 - SOURCES AND FURTHER READI
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
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ANNEX 4 - SAMPLING METHODS ball sam
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ANNEX 4 - SAMPLING METHODS start wi
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