Monitoring & Evaluation - Develop a Framework for Poverty Data Analysis & Create Social Performance Reporting Templates
Summary
Grameen Foundation’s Social Performance Management Center is looking for a volunteer to provide technical assistance to 3 partner MFIs in the Philippines using the Progress out of Poverty Index (PPI), to refine their data management system, data analysis and reporting.
The volunteer is expected to work for three to six months contributing 40 hours a week.
Background
The PPI is a globally recognized poverty assessment/measurement tool developed by Grameen Foundation in collaboration with third parties. If used and analyzed correctly the PPI enables MFIs to understand their effectiveness in targeting poor clients with products and services and tracking their progress out of poverty over time. For more information on the PPI, please visit http://www.progressoutofpoverty.org/
Grameen Foundation’s Social Performance Management Center, together with Oikocredit, has helped deploy the use of PPI with several MFIs in the Philippines. Three MFIs in particular, Alalay sa Kaunlaran, Inc. (ASKI), Pinag-updanay, Inc., Rangtay sa Pagrang-ay, Inc. (RSPI), have collected significant PPI data and are now in need of volunteer assistance in refining their data gathering processes, data analysis, data management and data reporting.
Project Description and Objectives
The volunteer is expected to review and understand the PPI and will work directly with Grameen Foundations’s Social Performance Management Center, Oikocredit, and the 3 Philippine MFIs. They will provide necessary orientation and support to ensure the volunteer has adequate knowledge of the details of the MFI’s work to be able to:
- review the MFIs’ current data management system with respect to the PPI (i.e. collection, storing, and processing);
- indentify gaps in the MFIs’ information system;
- refine their information system processes with respect to the PPI;
- create guidelines on how to analyze poverty data and conduct training for the MFIs’ staff;
- create social performance management reporting templates;
The Volunteer shall teach the staff of the MFIs on how to analyze the poverty data, and generate reports.
Volunteer Deliverables:
• A final social performance reporting template along with the guidelines on how to analyze the data shall be developed by July 1, 2011 for MFIs to report to different stakeholders:
- their donors and funders (Oikocredit in particular);
- MFIs’ board members and senior management;
- Managers of the MFIs’ branches
This reporting template will provide a basis for tracking and analyzing the following information:
- Poverty rates
- Poverty movement
- Business performance
This reporting template might be adopted by different MFIs, using PPI, across the globe.
• At least 2 out of 3 users should be producing reports by the end of the engagement
The volunteer is expected to work for three to six months contributing 40 hours a week.
Expected Results/Impact
The project will help enable the MFIs to improve the quality of data management and accurately and efficiently produce social performance management reports to different stakeholders including Senior Management and Board of Directors. The MFIs will be able to understand the effectiveness in targeting poor clients, tailoring products/services to their needs and tracking clients’ movement out of poverty. This will allow them to make operational decisions based on quantitative social performance data.