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Recursos

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Tools & Templates

Prefinancing mechanisms for fair trade

This publication is the result of a study commissioned in 2014 by the French Fair Trade Platform (Plate-Forme pour le Commerce Equitable – PFCE), in partnership with Max Havelaar France and Ethiquable, on existing mechanisms for the pre-financing of agricultural production campaigns in the fair trade sector. This study led to the realization of these fact sheets presenting the offer of 11 financial institutions as well as 2 innovative financial tools, participative funding (or crowdfunding ) and employee savings. It identifies recommendations to enhance, improve and disseminate good practices.

Guide/Manual

Organisations professionnelles agricoles et institutions financières rurales

Ce guide opérationnel se veut un outil d’appui à la construction du partenariat entre organisations professionnelles agricoles et rurales, et institutions financières. Il est issu de travaux de recherche, d’appui au développement et de formations conduits principalement en Afrique de l’Ouest et à Madagascar dans les dix dernières années, avec des éclairages développés plus récemment sur l’Asie du Sud-Est et l’Amérique latine.

Case studies & Field examples

Microfund for Women's Caregiver Experience: Lessons from Jordan on Health Microinsurance

This paper explores the factors that contributed to the success of Caregiver, Jordan's first private health microinsurance offering piloted by Jordan's Microfund for Women (MFW) in partnership with Women's World Banking (WWB) in 2010. It also discusses the lessons learned during the first two years of operation in Jordan, and priority considerations for Caregiver's planned replication in other markets.

Guidelines

Market Research Techniques Table

Provides examples of how different market research techniques can be used to understand the needs and preferences of clients and nonclients.

Guidelines

Learning from Exit Clients: SPTF Guidance Note, Issue 6

Guidance on why and how to collect and use client exit data.

Tools & Templates

Le préfinancement des commandes dans la filière commerce équitable

Cette publication est issue d’une étude commanditée en 2014 par la Plate-Forme pour le Commerce Equitable (PFCE), en partenariat avec l’association Max Havelaar France et l’entreprise Ethiquable, sur les pratiques de préfinancement des campagnes de production agricoles dans les filières du commerce équitable. Cette étude donné lieu à la réalisation de ces fiches techniques présentant l’offre de 11 organismes financiers et 2 outils financiers innovants, le financement participatif et l’épargne salariale. Il a également permis de formuler des recommandations pour valoriser, améliorer et diffuser ces bonnes pratiques.

Case studies & Field examples

Komida Uses Data-Driven Product Design

Field example showing how Komida used client data to inform product design.

Case studies & Field examples

Insurance Product Based on Clients Needs

Table sharing examples of different types of insurance products, the client data to be collected to design them, and features that respond to client needs.

Guidelines

Insurance Data to Asses Product Value

Table explain key ratios to measure and monitor with insurance products and explains how to interpret it.

Guidelines

Human-Centered Design

Brief description of the human-centered design methodology.