Guidelines for Impact Monitoring & Assessment in Microfinance ...

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MONITORING & ASSESSMENT IN MICROFINANCE PROGRAMMES Documentation Sheet 60 1. Village: 2. Day/hour: 3. Note taker: 4. Facilitator: 5. Tool Applied: 6. Type of subgroup: (gender, ethnic) 7. Number/age of participants: • a. number of men: at the beginning: at the end: • a. age group(s): --------------------------------------------------------------------------------------------------- • b. number of women at the beginning: at the end: • b. age group(s): 8. Other important information about the participants: (social status, how participants rise to speak, etc.): 9. Duration of session/tool: 10. Specific conditions: (harvest, holidays, period of stress, etc.) 11. Location where instrument was applied: 12. Materials utilized: 13. Comments: 60 Translated version of ”Fiche de Documentation” in Schaefer (1997), and CFSDR (1996). 158
Village: Date: Note taker: Facilitator: Results: 14. Key questions and interview guide: 15. Which primary responses were given? IMPLEMENTATION STEPS 159
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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
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Quality Criteria (II) IMPLEMENTATIO
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IMPLEMENTATION STEPS • Ordinal me
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CORE INDICATORS AT THE FAMILY/HOUSE
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IMPLEMENTATION STEPS CORE INDICATOR
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CORE INDICATORS AT COMMUNITY LEVEL
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APPLICATION OF SURVEY TOOLS IMPLEME
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IMPACT SURVEY IMPLEMENTATION STEPS
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IMPACT SURVEY IMPLEMENTATION STEPS
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IMPLEMENTATION STEPS TOOL 1: Impact
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12. Invested (major) in enterprise
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IMPLEMENTATION STEPS 51. Farm inven
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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 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: IMPLEMENTATION STEPS The next sever
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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