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Recursos

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Publications

Demonstrating the Impact of Client-Centric Microfinance--Impact Report 2020 BRAC Microfinance

This report gives an overview of the results from BRAC's client surveys and also presents their approach to measurement and management of client-level outcomes and impact.

Tools & Templates

SEF Social Surveyor Officers Policy

This document includes the details of the job of the primary data collectors for the Small Enterprise Foundation (South Africa) and includes detailed protocols and policies for how, when and what data should be collected.

Publications

Segmentation of Smallholder Households: Meeting the Range of Financial Needs in Agricultural Families

This paper examines the challenge of providing financial services that support the multiple goals of rural households, including those related to their more universal, general household needs and those linked to their agricultural activities. Following an overview of the policy and business case for attention to smallholders and their agricultural activities, this paper proposes a segmentation framework for the 500 million smallholders in low- and middle-income countries to more precisely characterize their demand for financial services related to agricultural activities.

Tools & Templates

Client Protection Action Plan Template

This excel document provides a template of how to structure and formulate an efficient action plan, with clear actions and their priority, with identified outputs, owners of each actions and milestones.

Case studies & Field examples

ACLEDA-Environmental and Social Sustainability Report

This annual report published by ACLEDA Bank in Cambodia is a good example of how an institution tracks on a regular basis the adverse impacts of its internal activities on the environment, in terms of paper usage, energy consumption, water, business travel and CO2 emissions.

Case studies & Field examples

Access to finance for Renewable Energy technologies - Lessons learned

This note, published by IFAD, synthesizes the lessons learned worldwide in inclusive rural finance projects focused on access to renewable energy technologies.

Guidelines

Access to finance for Renewable Energy technologies - How to do

This note, published by IFAD, provides guidance on how to develop financial services for access to renewable energy technologies in rural areas. It focuses on end-user finance for individual/stand-alone RE solutions for rural households, smallholder farmers, and rural micro, small and medium enterprises. The note provides specific recommendations to FSPs for financial product design and project implementation.

Guidelines

A Guide to Digitalization: Steps to Launch Digital Financial Services with a Client-Centric Approach

Guide details a client-centric approach to digitalization based on the experiences of a group of Ecuadorian providers.

Tools & Templates

UBTEC Identification des pratiques agroécologiques

Cette grille d'identification des pratiques agroécologiques permet d'évaluer le niveau d'adoption de pratiques plus écologiques par les clients de prêts agricoles. Il s'agit d'un outil en phase de test, adapté au contexte d'intervention spécifique de l'UBTEC (au Burkina Faso).

Publications

60 Decibels Microfinance Index Report

This report creates a new benchmark that consists of the data from 72 microfinance institutions from this year’s cohort. For each indicator included in our Index, we calculated the average performance of the participating microfinance institutions, weighing each MFI’s performance equally. The benchmark figure itself is the mean
or average. These benchmarks are at the heart of this report and they give the clearest picture of what social outcomes are, and are not, being achieved by MFIs.