Guidelines for Impact Monitoring & Assessment in Microfinance ...

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MONITORING & ASSESSMENT IN MICROFINANCE PROGRAMMES Dunn, Elizabeth, Nicholas Kalitzandonakes, and Corinne Valdivia. 1996. Risk and the Impacts of Microenterprise Services. AIMS Project. Washington, D.C., Management Systems International. Dunn, Elizabeth. 1996. Household, Microenterprises, and Debts. AIMS Project. Washington, D.C.: Management Systems International. Dunn, Elizabeth. 1997. Diversification of the Household Economic Portfolio. AIMS Project. Washington, D.C.: Management Systems International. Edgcomb, Elaine L. 1996. PVO/NGO Tools for Household and Business Impact Assessment: Report of a Planning Meeting. AIMS Project. Washington, D.C.: Management Systems International. Edgcomb, Elaine and Laura Barton. 1998. Social Intermediation and Microfinance Programs. A Literature Review. (Microenterprise Best Practices Project). Bethesda: Development Alternatives, Inc. Evans, G.E., Adams, A.M., Mohammed, R., Norris, A.H. 1999. ”Demystifying Nonparticipation in Microcredit: A Population-Based Analysis. In: World Development, Vol. 27(2), pp 419-430. FAO and GTZ. 1998. Agricultural Finance Revisited: Why? (1). Agriculture Finance Revisited. Rome/ Eschborn: FAO/GTZ. Gaile, Garry R. and Jennifer Foster 1996. Review of Methodological Approaches to the Study of the Impact of Microenterprise Credit Programmes. AIMS Project. Washington, D.C.: Management Systems International. Goldstein, Gilles (IRAM) and Issa Barro (DCEG). 1999. Etude sur le Rôle et l’Impact des Services et Produits d’Epargne du Secteur Informel et des Institutions de Microfinance en Afrique de l’Ouest (Bénin, Burkina Faso, Ghana, Guinée, Mali et Togo). Paris/Dakar: PNUD/FENU:. Greeley, M. 1997. ”Poverty and Well-Being: Problems for Poverty Reduction and the Role of Credit.” In: ”Who needs Credit? Poverty and Finance in Bangladesh.” Geoffrey D. Wood and Iffath Sharif (eds.). Dhaka: The University Press. Gulli, Hege. 1998. Microfinance and Poverty. Questioning the Conventional Wisdom. Washington, D.C.: IADB. Hashemi, S.M., S.R. Schuler, and A.P. Riley. 1996. "Rural Credit Programmes and Women's Empowerment in Bangladesh." In: World Development 24, pp 635- 653. Hatch, John K. and Laura Frederick. 1998. Poverty Assessment by Microfinance Institutions: A Review of Current Practice. Microenterprise Best Practices Project. Bethesda: Development Alternatives, Inc. Heidhues, Franz and Gertrud Schrieder. 1999. Rural Financial Market Development. Discussion Paper 99/01. Stuttgart: University of Hohenheim, Institute of Agricultural Economics and Social Sciences in the Tropics and Subtropics. Hulme, David. 2000. ”Impact Assessment Methodologies for Microfinance: Theory, Experience and Better Practice.” In: World Development 28 (1), pp. 79-98. IDRC. 1997. Planning Monitoring and Evaluation of Programme Performance – A Resource Book. Draft Version. Ottawa: IDRC. 164
ANNEX 1 – SOURCES AND FURTHER READING Inserra, Anne. 1996. A Review of Approaches for Measurement of Microenterprise and Household Income. AIMS Project. Washington, D.C.: Management Systems International. IRAM. Impact des Systèmes Financiers Décentralisés. 1997. Etude Comparée dans Trois Pays D'Afrique de l'Ouest, Bénin, Burkina Faso, Guinée. Paris: Ministère de la Coopération. Johnson, Susan and Ben Rogaly. 1997. Microfinance and Poverty Reduction. Oxford: OXFAM. Johnson, Susan. 1998. ”Policy Arena. Microfinance North and South: Contrasting Current Debates”. In: Journal of International Development, Vol. 10(6), pp 799- 809. Little, Peter D. 1997. Income and Assets as Impact Indicators. AIMS Project. Washington, D.C., Management Systems International. Mainhart, Andrew. 1999. Management Information Systems for Microfinance. An Evaluation Framework (Microenterprise Best Practises Project). Bethesda: Development Alternatives, Inc. Mayouox, Linda. 1997. ”Impact Assessment and Women's Empowerment in Microfinance Programmes: Issues for a Participatory Action and Learning Approach”. Background Paper for CGAP Meeting, April 1997. MkNelly, Barbara and Lippold, Karen. 1998. Evaluation D'Impact Menée par le Practicien: A Test au Mali. AIMS Project. Washington, D.C.: Management Systems International. Mosley, Paul. 1998. The Use of Control Groups in Impact Assessments for Microfinance. Working Papers. Enterprise and Cooperative Development Department (19). ILO: Geneve. Muazzam Husain, A.M., (ed.). 1998. ”Poverty Alleviation and Empowerment. The Second Impact Assessment Study of BRAC’s Rural Development Programme, Bangladesh.” Dhaka: BRAC. Noponen, Helzi. 1997. ”Participatory Monitoring and Evaluation - A Prototype Internal Learning System for Livelihood and Micro-Credit Programmes.” In: Community Development Journal 32(1), pp 30-48. Noponen, Helzi. 1998. ”Learning Friend” Diary for Members of Self Help Savings and Credit Groups. Developed in Partnership with: Kerala Ganghi Smarak Nidhi and Friends of Women’s World Banking (India). Peace, G. and David Hulme. 1994. "Microenterprise and Children - What are the Intra-Household Impacts of Income-Generating Programmes." In: Small Enterprise Development, Vol. 5, pp 21-29. Pitt, Mark M. and Shahidur R. Khandker. 1996. Household and Intrahousehold Impacts of the Grameen Bank and Similar Targeted Credit Programmes in Bangladesh. World Bank Discussion Papers (320). Washington, D.C.: World Bank. Putnam, R.D. 1993. The Prosperous Community: Social Capital and Public Life. In: The American Prospect Vol. 13, pp 35-42. Schaefer, Birgit. 2000. Wirkungsanalyse 1997 - 1999 der Associations Féminines d'Epargne et de Crédit im PADER-NORD (Programme d'Appui au Développement Rural de la Région Norde, Département Crédit-Epargne)/Côte d'Ivoire, 165
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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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10 = Cash for emergencies 11 = Pock
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TOOL 2 CLIENT MONITORING SYSTEM IMP
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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 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: ANNEX 1: SOURCES AND FURTHER READIN
Page 167 and 168: ANNEX 1 - SOURCES AND FURTHER READI
Page 169 and 170: 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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