Joint publications
Microfinance Centre, Poland
Pawlak and Matul, 2003. Realising Mission Objectives: A Promising Approach to measuring the Social Performance of Microfinance Institutions
Drawing upon its work with Imp-Act as well as their regional partners, this paper outlines a new approach for measuring the social performance of MFIs. The key to developing sustainable social performance measurement systems and practices, they argue, is to consider MIS design from the perspective of the institutional mission, and that building the MIS into institutional mission and goals is a promising way to ensure it is institutionalised and cost-effective.
Kline, June 2003. MFC Spotlight Note #2: Sustaining Social Performance: Institutionalising Organisational Learning and Poverty Outreach at Prizma
Pawlak and Matul, July 2003. MFC Spotlight Note #3: Improving Cost-Effectiveness of Exploratory Practitioner-Led Research: Key Factors to Consider When Selecting Tools
Matul and Kline, November 2003. MFC Spotlight Note #4: Scoring Change: Prizma's Approach to Assessing Poverty
Matul and Tsilikounas, January 2004. MFC Spotlight Note #6: Role of Microfinance in the Household Reconstruction Process in Bosnia and Herzegovina
Tsilikounas and Kljaic, January 2004. MFC Spotlight Note #7: Cost-effective Client Assessment in a Small Microfinance Institution (MFI): the Experience of DEMOS in Croatia
Pawlak and Szubert, February 2004. MFC Spotlight Note #8: Counting (On) Your Prospective Clients: Guiding Principles in Measuring Microfinance Client Satisfaction and Loyalty
Pawlak and Jahic, January 2004. MFC Spotlight Note #9: Promoting Client-focused Organization – Partner’s Exit Monitoring System
Matul and Vejzovic, March 2004. MFC Spotlight Note #10: Beyond Numbers: Prizma’s Exit Monitoring System
Pawlak and Matul, April 2004. MFC Spotlight Note #11: Client Desertion in Microfinance: How To Diagnose It Successfully?
MicroSave
McCord, M. J. , April 2002. Enhancing Responsiveness to Clients through the Feedback Loop
The aim of thiscollaborative study is to optimise the use of impact assessment data for improving the MFIs' systems and products through the examination of lessons learned. This project aims to optimise qualitative research methods and tools, qualitative and quantitative data analysis, and to develop systems to feed the information from impact assessment into MFIs' systems and products. In short, a feedback loop is a process by which responsiveness to clients can be improved. (Spanish version)
Sebageni, Kaggwa and Mutesasira, August 2002. Where There Is No Banker - Financial Systems In Remote Uganda
This study looks at financial management systems used by the poor to manage their financial needs in an environment where they have no access or very limited access to formal financial institutions. The main objective of this study was to obtain a clearer understanding of the financial mechanisms societies or groups of people may develop in the absence of formal financial institutions. The study also considered how the entry of financial institutions may affect these mechanisms if at all, and sought to draw lessons for institutions that seek to move into these areas or consolidate existing services.
Wright and Rippey, September 2003. The Competitive Environment in Uganda: Implications for Microfinance Institutions and their Clients
This report draws upon a four-year demand-side analysis of the Ugandan microfinance market, including a time-series analysis of clients' use of financial services, studies on clients behaviour, perceptions of the market, and financial needs. Focusing in particular on those areas where the microfinance market is particularly competitive, the report details the evolving challenges in the Ugandan microfinance sector, and outlines the implications for microfinancial service providers in the region.
SEEP
SEEP Progress note No. 1: Integrating Poverty Assessment into Client Assessment
A joint publication between the Client Assessment Working Group and the Imp-Act Programme, this Progress note takes the position that if MFIs adopt USAID-certified poverty assessment tools for the narrow purpose of identifying the poverty level of their clients, they will miss a unique opportunity to investigate whether or not microfinance programmes are actually benefiting their clients over time. Integrating poverty assessment into a broader framework of client assessment can lead to better marketing, targeting, and assessment of financial products for MFIs. The note explores possible uses for information on clients' poverty status, and highlights the difficulties that may occur along the way.
