Client Outcome

The service is available as an add-on module to the social rating or as a stand-alone service.

 

Definition

The Client Outcome service provides indicators of the change in client lives using the data already collected by the financial institution and/or additional data collected through a client survey.

Outcome = change in client lives that is plausibly attributable to the FI (different from impact).

 

Indicators: in the areas of income, assets, financial access, well-being, ability to cope with shocks, or other, depending on the availability of data and the mission of the FI or investor. The indicators used will be as aligned as possible to the SPTF universal outcome indicators.

For whom: investors and financial institutions willing to gain a better understanding about the changes in clients’ life. FI may already have a change measurement system in place or may be willing to develop one / improve the current one.

Experience: analysis of the outcome measurement system and of the related data potential as part of 222 social ratings carried out in 35 Countries in the past 10 years. Design and implementation of client surveys as part of 87 comprehensive social ratings to collect complementary data on client revenue, poverty, socio-economic vulnerability, assets, financial access previous to the FI, etc. MicroFinanza Rating actively participates to the SPTF outcome working group (OWG)

 

# Options

Source of data for the calculation of outcome indicators

Schermata 2016-05-13 a 17.20.12   

Management Information System (MIS): data available in the MIS only.

ü  Recommended when the database has a large potential for the outcome measurement.

 Schermata 2016-05-13 a 17.20.22  

MIS + loan files: data already collected by the institution in the MIS and the loan files (paper).

ü  Recommended when the most relevant outcome data are collected on paper but not in the MIS.

Schermata 2016-05-13 a 17.20.30   

MIS + survey of active clients: MIS data + data collected with an agile survey of a sample of active clients designed and implemented by MicroFinanza Rating + the FI.

ü  Recommended when the MIS does not include all the desired outcome data. Advantage: meaningful outcome measurement with any MIS.

Schermata 2016-05-13 a 17.20.37   

MIS + survey of active clients & drop-out clientsMIS data + data collected with an agile survey of a sample of active and drop out clients designed and implemented by MicroFinanza Rating + the Financial Institution.

ü  Recommended when the MIS does not include all the desired outcome data and the goal is to understand the complete outcome picture for both repeat and drop out clients. Advantage: complete & meaningful outcome measurement with any MIS.

 

Delivrable

Report with client outcome indicators, analysis of the results, description of the methodology.

 

Customization

The client outcome service can be tailored to specific needs upon request (e.g. recommendations on how to improve the internal social outcome measurement system).

 

 

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