PLENARY Update from the Outcomes Working Group

Margot Quaegebeur-De Brujin, Anthos Asset Management Calum Scott, Opportunity International

Daniel Rozas, E-mfp Lucia Spaggiari, E-mfp consultant, Microfinanza

Frances Sinha, SPTF-OWG coordinator, M-CRIL/EDA

Marrakech, 1 June 2016

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PurposeoftheOutcomesWorkingGroup

To develop prac:cal guidelines forcredible measurement and repor:ng ofoutcomes, drawing on experience withdifferentapproachesandtools.

OPEN TO ALL

So far http://sptf.info/working-groups/outcomes

• WEBINARS – practical examples, FSP experience:

• DRAFT recommended shortlist of field tested INDICATORS: 3 common themes -business development, poverty reduction, resilience

•  TWO DRAFT GUIDELINES: for FSPs, for investors – being shared for feedback

What we mean by ‘Outcomes’

USSPM – SOCIAL GOALS

3.  Change for clients (plausibly associated with FSP services)

2.  Products and services – appropriate and responsible

1.  Outreach – target market/access

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Impacts

Outcomes

Outputs

Activities

Inputs

Measures!of!implementation!

Measures!of!Change!

Measures!of!attribution!of!change!

Results Hierarchy

Principles of outcomes management

LEAN + plan from the start

CREDIBLE – some investment

END2END SYSTEMS

TRANSPARENT reporting

OPEN TO LEARN

Guidelines - framework

PLAN IMPLEMENT REPORT USE 1.  Define goals 2.  Select indicators 3.  Select method 4.  Allocate funds,

responsibilities

5.  Collect and capture data (training, technology, software)

6.  Quality checks

7.  Analyse 8.  Report,

Communicate

9.  Use the findings

10. Review process

!  ENGAGEMENT ACROSS INSTITUTION to ensure relevance and use !  Increasing INVESTOR/NETWORK interest and role !  e-MFP – investor guidelines

" SYSTEMS approach (not stand-alone, one off) " ALL THE STEPS apply whatever the tool/approach

Full portfolio Case by case Hybrid

High Different Mixed

Objec&ve

1)Coverage

2)Indicators’comparability

New data Existing MIS Hybrid

From scratch Marginal Incremental

High Medium Low

Implementa&on

3)Approach

4)Methodrobustness

5)Datasource

Investor + FSP Consultant + FSP FSP

Investor Hybrid FSP 

Resources

6)HR

7)Budget

Investors getting social outcome data 7 decision steps

BambooEquityInclusiveLAC

AcumenEquityImpactGlobal

RootCapitalDebtImpactLAC,SSA

SaronaEquityImpactGlobal

BBVAMFEquityInclusiveLAC

TripleJumpDebt

InclusiveLAC

OikocreditDebt

InclusiveAsia

Cost

Relevance

1)Coverage

2)Indicators’comparability

3)Approach

4)Methodrobustness

5)Datasource

6)HR

7)Budget

Investor case studies snapshot

Assetowner FundmanagerFinancialServiceProvider

Regulator

Endclient

Stakeholder spectrum

Tool options 1 Institutional

Management Data Use existing operations, transactions data

GL IL/SME OI BBVAMF

2 Research - Quantitative survey - Qualitative - stories

Tailored/sample methodology to answer specific research questions

FSP – own Equitas

External WWB

3 Combination Leveraging existing and new data to inform a more comprehensive view of client outcomes

Examples – leveraging FSP and external strengths, exploring the issues in different approaches

francessinha@edarural.com lucia.spaggiari@microfinanzarating.com

We will be sharing the draft guidelines reports for direct feedback by: - mid June (investors), - end June (FSP)