Guidelines for Impact Monitoring & Assessment in Microfinance ...

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MONITORING & ASSESSMENT IN MICROFINANCE PROGRAMMES TOOL 6: Roundtable: Client Satisfaction (Part 1): Checklist of Questions for Programme Staff/page 2 What are the characteristics of the capacity-building process? (rules, collective socialization) What administrative procedures are followed? (administrative procedures, bookkeeping, internal and external control) How do clients demonstrate commitment to the programme? (performance indicators from programme records, increased sense of ownership, interest in contract enforcement, system accountability) What are the characteristics of drop-outs (clients who left the programme)? Do we know anything about why they left the MFI? (group problems, dissatisfaction, difficulties running their business(es), difficulties repaying their loan, etc.) 132
IMPLEMENTATION STEPS TOOL 6: Roundtable: Client Satisfaction (Part 2): Checklist of Questions for Client Focus Groups/page 1 Project staff discusses aspects of building human resources and organizational capacity with representatives of client groups. CLIENT SATISFACTION - PART 2 Checklist of questions (client focus groups) What are the characteristics of your groups? (local leader respected by the group, social hierarchies, literacy level of members, gender aspects, self-selection of members, group size, group enforcement including incentives and sanctions What are the procedures to become a member of the group? (ask them to describe the conditions and the selection process) If people have difficulty becoming a member, please explain why? Why are some people excluded? (severe poverty, no cash-based income-generating activities, etc.) Do you have any other requirements for group/programme membership? (regular meetings, peer guarantees, group responsibility to collect loan repayments) Are the established rules and administrative procedures clear to you? (rules in terms of agendas, roles and responsibilities; regular member attendance at meetings, administrative and bookkeeping systems, etc.) 133
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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
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IDENTIFICATION OF IMPACT INDICATORS
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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 and 128: IMPLEMENTATION STEPS TOOL 5: Case S
Page 129 and 130: IMPLEMENTATION STEPS TOOL 5: Case S
Page 131: IMPLEMENTATION STEPS TOOL 6: Roundt
Page 135 and 136: 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 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
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