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Entries in microfinance manuals/user guides (10)

Thursday
Feb272014

Private Service Provider Implementation Manual

Private Service Provider Implementation Manual   

This manual provides step-by-step guidance to local organizations that wish to use the Private Service Provider, fee-for-service approach to implementing a savings group program.

The manual is divided into four modules:

  1. Project planning and agent recruitment
  2. Agent training and supervision
  3. Agent certification
  4. Organization of agents into sustainable networks

Download the PDF (2.8 MB)
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Monday
Jul152013

Financial Education

Financial Education   

This 11-lesson financial education curriculum, part of CRS' five skill sets for rural development, has two main purposes:

  • To provide trainers with the tools to teach groups about financial management.
  • To help group members improve their financial and money management skills.

The curriculum is appropriate for development facilitators, field agents and SILC private service providers.

1. Introduction and Glossary (PDF, 496 KB)
2. Section I: Goals, Income, Expenses and Budgeting (PDF, 1.3 MB)
3. Section II: Savings (PDF, 973 KB)
4. Section III: Borrowing (PDF, 1.2 MB)

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Friday
May102013

Savings and Internal Lending Communities (SILC) Field Agent Guide

Savings and Internal Lending Communities (SILC) Field Agent Guide  

This guide describes how to establish savings and internal lending communities. The instructions are intended for two audiences: field agents and those who train and supervise field agents.

Download the PDF (2.2 MB)

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Thursday
Jan242013

Five Skill Sets for Smallholder Farmers

Five Skill Sets for Smallholder Farmers   

What skills do smallholder farmers need in order to succeed? The guides and videos in this site explain how to help farmers strengthen five skill sets to successfully engage with markets.

Visit the website
Browse the guides
Watch the videos

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Tuesday
Jan182011

Checklist for an Internal Audit

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.

Download the PDF (630 KB)
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Tuesday
Jan182011

Understanding Information Needs for MFIs

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.)

Download the PDF (567 KB)
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Tuesday
Jan182011

Determining Information Systems Requirements

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.)

Download the PDF (690 KB)
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Tuesday
Jan182011

The Board Rules

Founding an MFI Board

As microfinance providing institutions transition to formal, local organizations, decisions about governance and ownership become major issues. This book provides guidance that makes the process a less daunting task.

Download the PDF (766 KB)
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Tuesday
Jan182011

The People Part

Support for CRS staff starting or currently managing a microfinance program, focused on ensuring an environment favorable to success.

Download the PDF (561 KB)
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Tuesday
Jan182011

Internal Account Management Toolkit

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.

Download the PDF (3.2 MB)
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