Guidelines for Impact Monitoring & Assessment in Microfinance ...

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MONITORING & ASSESSMENT IN MICROFINANCE PROGRAMMES Yaron, Jacob. 1997. Assessing Development Finance Institutions. A Public Interest Analysis. World Bank Discussion Papers 174. Washington, D.C.: The World Bank. Yaron, Jacob, McDonald P. Benjamin Jr., and Gerda L. Piprek. 1998. Rural Finance: Issues, Design, and Best Practices. Environmentally and Socially Sustainable Development Studies and Monographs Series 14. Washington D.C.: World Bank. GENERAL ANALYTICAL APPROACHES AND EVALUATION: Balzer, Geert. 1999. Sektorprojekt: Qualitätssicherung in der beruflichen Aus- und Weiterbildung. Arbeitsfeld Wirkungsmonitoring. Auftaktworkshop Orlando 15.- 16.12.1999 – Ergebnisbericht. Eschborn: GTZ. mimeo. Carvahalho, Soniya and Howard White. 1997(1). What Have We Learned? Monitoring Projects for the Poor. Washington D.C.: The World Bank. Carvahalho, Soniya and Howard White. 1997(2). Combining the Quantitative and Qualitative Approaches to Poverty Measurement and Analysis. The Practise and the Potential. Washington D.C.: The World Bank. CDE/GTZ/KIT. 1998. Sustainable Land Management. Guidelines for Impact Monitoring Workbook & Toolkit. Bern: CDE. CFSDR (Centre de Formation Supérieure pour le Développement Rurale, Berlin). 1996. Atelier de Formation Sur la MARP du 31 Juillet au 2 Août 1996, San Pédro, Côte d’Ivoire, Documentation, mimeo. Doss, Cheryl R. 1996. ”Testing Models of Intrahousehold Resource Allocation.” In: World Development, Vol. 2410, pp 1597-1609. Germann, Dorsi, Pohl, Eberhard and Burkhard Schwartz. 1996. Participatory Impact Monitoring. Booklets 1 – 4. GATE/GTZ. Wiesbaden: Vieweg. Gueye, Bara and Schoonmaker-Freudenberger, Karen. 1991. Introduction à la MARP, RRA, Quelques Notes pour Appuyer une Formation Pratique, London: IIED. GTZ. 1996. Process Monitoring. Work Document for Project Staff. Pilot Project NARMS. Eschborn: GTZ (Department 402). GTZ. 1998(1). Poverty Monitoring in Rural Development Projects: the Wealth Ranking Method and its Application in the PRODILO project. Draft Version. Eschborn: GTZ. GTZ. 1998(2). Project Monitoring. An Orientation for Technical Corporation Projects. Eschborn: GTZ (Unit 04: Strategic Corporate Development). GTZ. 1999. The Quality Management of GTZ. Eschborn: GTZ (Unit 04: Strategic Corporate Development). Heckman, James. 1997. ”Instrumental Variables. A Study of Implicit Behavioral Assumptions Used in Making Program Evaluations.” In: The Journal of Human Resources, Vol. 32(3), pp 441-462. IIED. 1993. Bulletin de Liaison et d’Echanges d’Informations sur la MARP, Outils, Technique et Attitudes: Le Partage de Quelques Expériences. No. 01. London: IIED. 168
ANNEX 1 – SOURCES AND FURTHER READING IIED/OXFAM. 1993. OXFAM Initie ses Partenaires à la MARP. Rapport de l’Atélier à Ségou, Mali du 14 au 23 Juin 1993. London: IIED. INNONET. 2000. Interview Guidelines. ULR: http://www.innonet.org/. Kothari, Uma. 2000. Developing Guidelines for Assessing Achievement in the Eight Focal Areas of Social Development Work and for Assessing Outcomes – Assessment Procedures. Manchester: University of Manchester, Institute for Development Policy and Management. Kuby, Thomas. 2000. Turning Attention Towards Results. How GTZ is Building Up its Impact Evaluation Capacity. Internal Evaluation Team. Eschborn: GTZ. Lobb-Rabe, Alison. 1998. Premise Paper on Project Monitoring and Poverty Assessment. Pilotprojekt Armutsbekämpfung. Eschborn: GTZ. McArthur, Harold J. Jr. 1997. ”Participatory Monitoring and Evaluation: Passing Fad or the Logical Next Step in Research and Development Methodologies?” In: ”Self-Assessment. Participatory Dimensions of Monitoring and Evaluation.” pp 13-24. UPWARD (ed.), Los Banos/Laguna: UPWARD. Moffitt, R. 1991. "Programme Evaluation with Nonexperimental Data." In: Evaluation Review Vol. 15, pp 291-314. Mohr, Lawrence B. 1995. Impact Analysis for Programme Evaluation. Thousands Oaks et al. Newbury Park, CA: SAGE Publications. Neubert, Dieter. 2000. Poverty Alleviation in Complex and Dynamic Social Fields. Discussion Paper 00/01. Stuttgart: University of Hohenheim, Institute of Agricultural Economics and Social Sciences in the Tropics and Subtropics. Neubert, Susanne. 1998. SWAP – ein neues System zur Wirkungsanalyse armutsorientierter Projekte in der Entwicklungszusammenarbeit. Berlin: DIE. Ojha, Durga P. 1998. Impact Monitoring – Approaches and Indicators. Experiences of GTZ-Supported Multi-Sectoral Rural Development Projects in Asia. Eschborn: GTZ (Division 45). Patton, Michael. 1990. Qualitative Evaluation and Research Methods. 2nd Edition. Newbury Park, CA: SAGE Publications. Pearce, John. 1996. Measuring Social Wealth. A Study of Social Audit Practices for Community and Co-operative Enterprises. London: New Economics Foundation. Peters, Dai. 1997. ”Participatory Impact Assessment: Framework for Success, Recipe for Disaster”, In: ”Self-Assessment. Participatory Dimensions of Monitoring and Evaluation.” pp 37-56. UPWARD (ed.). Los Banos/Laguna: UPWARD. Preuss Hans-Joachim and Volker Steigerwald. 1996. Wirkungsbeobachtung in der GTZ – von der Projektfortschrittskontrolle zu Qualitätsmanagement. Eschborn: GTZ (Unit 04: Strategic Corporate Development). Proehl. 1996. Anwendung systemanalytischer Methoden in der Selbsevaluierung komplexer Entwicklungsprojekte. Planberatung/Regionalentwicklung in Mayo Kebbi, Tschad. Eschborn: GTZ (Abteilung 403). Ravallion, Martin. 1994. Poverty Comparison. Chur et al.: Howard Academic Publisher. Ravallion, Martin. 1999. The Mystery of Vanishing Benefits: Ms Speedy Analyst's Introduction to Evaluation. Workpapers. Washington, D.C: The World Bank. 169
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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
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Number of loan: ________________ DE
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Household Income ($) Household Expe
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Page 137 and 138: OBJECTIVES STEP 5: DATA ANALYSIS IM
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Page 141 and 142: Open-code Responses IMPLEMENTATION
Page 143 and 144: Descriptive Analysis IMPLEMENTATION
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Page 149 and 150: Inferential Analysis IMPLEMENTATION
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Page 157 and 158: IMPLEMENTATION STEPS The next sever
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Page 163 and 164: ANNEX 1: SOURCES AND FURTHER READIN
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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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