SAMPLE IMPLEMENTATION PLAN OF A POVERTY ASSESSMENT TOOL

To Report to the Management of

Microfinance Association of Patharland (MAP), Patharland

This proposal is based on using the USAID PAT for Patharland

Using the Household Survey Method

What is a Poverty Assessment ‘Tool’?

• Includes:– Sets of indicators and coefficients– Integration into program implementation: who

implements the tool on whom and when– Data entry and analysis: MIS or other data

collection system/template– Instructions for contextual or programmatic

adaptation– Training materials for users

What the tools will NOT do

• Measure complex nature of poverty• Measure multiple dimensions of poverty• Measure relative poverty amongst clients• Target clients for inclusion in the program (results

will be only known in the aggregate)• Measure impact or movement out of poverty for

individual clients

INSTITUTIONAL INFORMATION • Beginning of Operations : 1995• Coverage: 76 branches all over Patharland• Programs: Solidary Groups, Individual Credit• Portfolio: US$23,863,000• Number of clients: 214,459 ( 100% women) • Credit average: US $190• Funding sources: European Investment Bank and

local commercial banks• Entity Associated Network: Microfinance

International, National Federation of Micro Finance Association

AUDIENCES FOR POVERTY ASSESSMENT

• USAID• Evaluation & Monitoring Staff• Executive Staff of organization

Pre-implementation

Planning:

• Brief the management team in-country• Assign or hire staff• Plan for equipment and supplies needed• Plan timeline for tasks involved in entire

implementation process

Pre-implementation

Questionnaire Translation:

• Translate the questionnaire to Patharland dialect• Back-translate the questionnaire to English• Pretest the questionnaire with a small group of people

near headquarters before training interviewers to ensure questions are clear and easily understood

Criteria Used for Quantitative Sampling

Will use our main financial product : – Solidarity groups loan which constitutes 98%

of our portfolio– Will focus only on women clients who

constitute 100% of our clients – Will focus on one branch representative of

clients with stratification among urban, peri-urban, and rural

– Clients with less than 12 months in the program will be selected

Sampling (1)- We will interview at least 300 clients within Harud branch

-We chose 40% more clients (120) in the sample than needed for actual interviewing. This results in a total of 420 clients being selected.

-Total sample selected was as follows:

168 from urban areas (40%)

126 from peri urban areas (30%)

126 from rural areas (30%)

Survey Sample

Urban Peri-Urban

Rural Total

Clients interviewed

120 90 90 300

Substitute sample

(approx 40%)

48 36 36 120

Total 168 126 126 420

Sampling (2)

Human Resources InvolvedJob Title Name of Person (s) Level of Effort per

person(no. of days)

Project Manager

Field Supervisors

Sampling and Survey Tracking Coordinator

Data Processing Coordinator

Interviewers

Data Processors

Logistics

Calculation of Number of Interviewers

Tools # of Minutes

# of interviews per person per day in rural areas

Total of interviewers

Total per day

# of days Total # of interviews

using this tool

Household Survey

20 minutes

8 4 32 13-14 420

Interviewers• Based on the job description, we will select experienced

and qualified interviewers. We will hire one more interviewer than needed in case any drop out during training.

• After the project manager and the field supervisor sample the clients, the field supervisor will refine the of how the implementation team is going to reach and interview the 420 clients.

• The project manager and the field supervisor will train interviewers.

• Pre-test the tool for the second time giving the interviewers practice as a part of the training. Hold FGD after pre-test to see which problems the interviewers encountered.

Planning the Interviewing Logistics

• Assign the sampled clients to interviewers• Organize what forms of transportation each team

will need• Make sure that all are clear on their duties and how

to handle different scenarios with interviewees• Ensure that there are different levels of Quality

Control (at the field level; in the office as the forms are received; and in the data cleaning)

Implementation of Interviewing

• Each interviewer will go to her/his assigned geographic area, supervised by the field supervisor who will perform the first phase of quality control after surveys are completed. If there is missing data, the interviewer must return to the respondent to obtain the information.

• Interview the assigned clients.• If cannot find the assigned clients or the substitutes on the

list provided by the field officer, use a random sample method to substitute the respondents by selecting a person from the locality.

• Forms are returned to the branch office each day where they go through the second phase of quality control by the survey and sampling coordinator.

Preparing for Data Input

• We will use EPI Info

• We will hire and train 2 data processors

• We will use the data from the pre-testing of the tool as part of training the data processors

Implementation of Data Input

• Sampling and survey tracking coordinator marks the respondents who have been successfully interviewed on master list

• Completed forms passed on to data processing• Third phase of quality control by data

processing coordinator to prepare surveys for entry

• Generating trial reports to test the data processing process

• Data analysis

Budget and Financing Resources

• The required funding will be estimated based upon the time frame for the project. This includes the pre-implementation phase, the training and data collection itself, data analysis and dissemination of results.

• See the Excel spreadsheet for the budget examples. Make projections and enter on following page.

Costs

• Program Staff Total: US$8,500

• Administrative and Management Staff Total: US$1,000

• Equipment and Supplies Total: US$700

• TOTAL COST: US$10,200

Time Schedule (1)• April 1-15: Sampling design; give general team

orientation; compose master list of clients; translate questionnaire; transportation and logistics plan (locations, schedules, vehicles); set up data entry operations; brief management.

• April 15-28: Hire interviewers, data processors,

finalize sampling.

Time Schedule (2)

May 5-16, 2007 – Interviewer training; pre-test; organize transportation, additional logistics for field work

May 19–June 17, 2007 - Field interviews; data processing.

June 18-20, 2007– Data comparing and cleaning, poverty calculation

June 23, 2007- Report to USAID, PowerPoint presentation to management

Report Results to USAID and to Microfinance Association of

Patharland Management

With the report, send:

• Poverty calculation

• Database of survey data

• Any important comments or concerns