Entries in microfinance manuals/user guides (10)
This 11-lesson financial education curriculum, part of CRS' five skill sets for rural development, has two main purposes:
The curriculum is appropriate for development facilitators, field agents and SILC private service providers.
1. Introduction and Glossary (PDF, 496 KB)
Structured guidance to facilitate assessment of operations at a microfinance institution (MFI). Intended especially for new internal auditors, but also useful to experienced staff as a reminder of of important systems and procedures to review. Not intended as a definitive document to replace an MFI’s own internal audit analysis. Instead, it should be adapted by its users to fit their specific processes and regularly updated.
Introduces the concept of an information systems needs analysis, provides a detailed description of the analysis process (including basic project management techniques), and describes the optional companion needs analysis template provided to help the end user conduct and document his or her institution’s analysis. (First of two guides.)
Defines key elements of manual and computer-based information systems, discusses the advantages and potential disadvantages of each, and provides guidance to help the end user prepare his or her institution for a computer-based system. It includes a companion template, the Cash-flow/Net Present Value calculator, to help analyze the financial implications of the current information system and potential alternatives. (Second in a set of two guides.)
Guidance and practical tools for use in developing, overseeing and auditing the internal account programs of village banks. It also includes tools that can be given to bank members who can then use them in managing their own internal accounts.