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Technical Guides |
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Information Systems Technical Guide January 9, 2012 The Guide is organized based on a four-step process aimed at procuring a new technology solution: project preparation, needs analysis, selection, and implementation. At the beginning of each section, a figure indicates which tool(s) accompany that section, the activities the institution should undertake, and the key considerations. |
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October 24, 2011 This resource guide is intended to gather in one source the issues funders need to consider when focusing on the expansion of voluntary savings mobilizations. |
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February 10, 2011 This guide presents practical advice to providers on how to build a viable network of agents, which is a critical component of a branchless banking service. |
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Implementing the Client Protection Principles January 18, 2011 This second edition reflects the developments in implementation and practices of the Client Protection Principles into investors’ policies and processes over the past year. |
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Negotiating an Equity Capital Infusion from Outside Investors October 29, 2010 The purpose of this guide is to familiarize microfinance institutions with some of the issues that are commonly addressed in the negotiation of an equity capital infusion from outside investors. |
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Provisions of Standard Commercial Guarantee Agreements October 29, 2010 Loan guarantees can help borrowing microfinance institutions obtain loans that otherwise are unavailable to them. |
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October 29, 2010 This guide introduces microfinance institutions to securitization as a potential source of financing. |
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SmartAid for Microfinance Index 2011 August 31, 2010 The SmartAid Index helps funders identify their strengths and weaknesses and draws management attention to priorities for change. |
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May 27, 2010 This Technical Guide presents the rationale for the use of performance-based agreements and suggests ways to incorporate performance-based targets and incentives into existing loan and grant agreements. |
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Due Diligence Guidelines for the Review of Microcredit Loan Portfolios December 16, 2009 These guidelines help analysts evaluate the accuracy of accounting and performance reports about an MFI's portfolio, and the MFI’s compliance with its own portfolio management policies. |
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Measuring Results of Microfinance Institutions July 27, 2009 This Technical Guide is for funding agency staff who design or monitor projects that finance microfinance institutions or community-managed loan funds. |
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SmartAid for Microfinance Index 2009 February 27, 2009 SmartAid measures whether funding agencies are set up to support microfinance effectively. It is the first index of its kind that promotes transparent external assessments of funders’ management systems. SmartAid helps funders understand how their internal management systems, policies, procedures, and incentives affect their work in microfinance. |
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Country-Level Savings Assessment Tool June 8, 2008 This Technical Guide explains the areas of analysis covered in a CLSA, the methodology used, and how the CLSA can be tailored to meet the needs of the commissioning agency. |
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March 1, 2008 This publication includes a technical guide with essentials for an appraisal; a resource manual; and a spreadsheet to generate summary tables. |
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Making Money Transfers Work for Microfinance Institutions March 1, 2008 This Technical Guide helps financial service providers determine whether they should offer money transfer services. |
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Appraisal Guide for Microfinance Institutions March 1, 2007 This resource manual is a companion to Appraisal Guide for Microfinance Institutions technical guide and its electronic spreadsheet, appraise.xls. This set of resources incorporates the latest microfinance knowledge and best practices to form a comprehensive guide analysts can use to evaluate microfinance institutions. |
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Format for Appraisal of Network Support Organizations March 1, 2007 The format described in this Technical Guide is designed to gather information about and assess network support organizations for both comprehensive appraisals and "mini" evaluations. |
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October 1, 2006 This Technical Guide introduces borrowing microfinance institutions (MFIs or borrowers) to important provisions of a standard commercial bank loan agreement. |
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Foreign Exchange Risk Mitigation Techniques October 1, 2006 This Technical Guide addresses an MFI’s hedging options to mitigate foreign exchange risk. |
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Microfinance Product Costing Tool June 1, 2004 CGAP developed and field tested an activity-based costing tool to help MFI managers understand and analyze individual product costs, especially administrative/organizational costs. Once a product's costs are determined, the tool suggests methods for understanding why and how the costs were incurred and how the product contributes (or not) to the overall financial viability of the MFI. |
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