SPM and MIS - GF

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    Information analysis and communication

    Grameen Foundation

    Cris Lomboy

    July 30, 2010, Davao City, Philippines

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    Creating a WorldWITHOUT

    POVERTY

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    Headquarters: Washington, DCGrameen Technology Center: Seattle, WA

    Regional offices planned for Asia and sub-SaharanAfrica

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    Our Global Reach

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    What is the Progress out of Poverty Index (PPI )?

    An objective client poverty assessment and targetingtool, which:

    Provides social performance data (depth of poverty)

    Enables MFIs to manage social performance (monitoring,measurement, client responsiveness product design, program

    efficiency, etc.)

    An inexpensive and easy to collect scorecard

    Derived from representative national household income and

    expenditure surveys Comprised of simple, non-financial indicators

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    PPI w ithin SPM Context

    By track ing poverty levels against other client data,an MFI can make key decisions about its mission andhow to carry it out

    Managing social performance is based on 1) setting clear social goals and objectives 2) collecting information to monitor progress towards these

    objectives

    3) using information to improve operational and strategic decision-

    making.

    PPI should therefore be thought of as a powerful toolthat helps advance an organizations m ission w ithin a

    larger social performance management system. 6

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    SOCIAL PERFORMANCEINTEGRATION: MIS

    Grameen Foundation

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    It BEGINS w ith the END in m ind..

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    System use

    Service delivery

    Human resources

    Goals

    Objectives

    Range of products andservices

    PPI

    MissionStatement

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    Poverty information and segmentation

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    Loan CycleNumber of

    ClientsAverage

    below$1/day

    AverageNational

    Poverty Line

    Average$2/day

    1 86,922 25.76% 17.13% 79.36%

    2 22,154 19.52% 13.27% 74.10%

    3 15,633 15.95% 11.23% 70.24%

    4 11,345 14.14% 10.20% 68.71%

    5 3,728 16.84% 11.70% 72.00%

    6 1,578 19.70% 13.24% 77.21%

    7 544 24.29% 15.71% 81.82%8 149 20.87% 13.89% 79.74%

    9 62 16.34% 11.63% 72.03%

    10 21 10.61% 8.57% 66.09%

    Grand Total 142,136 22.46% 15.13% 76.47%

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    PPI INFORMATION USE FONKOZE, HAITI

    Grameen Foundation

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    Verifying Targeting: Poverty Scores by Program 2008

    New Solidarity Loan

    Small Loan Program

    Program for Ultra Poor

    PPI Use: Market and product fit

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    AverageLoan Size

    Percentagebelow$1/day

    poverty line

    Percentagebelow$2/day

    poverty line

    BaselineClient

    Sample in2006

    $75 53% 71%

    Follow-up ofclient

    sample

    in 2008

    $240 46% 62%

    PPI Use: Tracking poverty movement

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    2008 Report Program for Ultra Poor

    % of clients living

    under $1/dayProgram Start 90%

    Program Mid-Point 84%

    Program End 70%

    PPI Use: Tracking poverty changes

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    New and dropout-clients

    living under$1/day

    living under$2/day

    Exit SolidarityClients 2008

    54% 69%

    Incoming Solidarity

    Clients 200851% 66%

    PPI use on Program evaluation

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    BUSINESS ANALYSIS PTRUMA INDONESIA

    Grameen Foundation

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    PPI and Client Retention

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    Clients PPI and Business Productivity

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    PPI and Client Performance Comparison

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    .. Result ing to SPM Integration

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    System use

    Service delivery

    Human resources

    Goals

    Objectives

    Range of products andservices

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    Communicating SP results

    Investor / donor social rating, due dil igenceassessments, performance reports

    Board of Directors management reports, socialrating report

    Management research department reports

    Middle management and staff very l itt le or none atall

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    Contact Information

    Cristopher Lomboy, Asia PPI Specialist

    [email protected]

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    mailto:[email protected]:[email protected]