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Microfinance poverty assessment tool /

The Microfinance Poverty Assessment Tool was developed as a much-needed tool to increase transparency on the depth of outreach of microfinance institutions (MFIs). It is intended to assist donors and investors to integrate a poverty focus into their appraisals and funding of financial institutions t...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Otros Autores: Henry, Carla
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Washington, D.C. : World Bank, ©2003.
Colección:Technical tool series ; no. 5.
Temas:
Acceso en línea:Texto completo
Tabla de Contenidos:
  • Foreword
  • Acknowledgments
  • PART I: OVERVIEW
  • Chapter 1 Poverty Assessment of Microfinance Institutions
  • Intended users
  • Manual layout
  • Study parameters and choice of an indicator-based methodology
  • Methodological steps
  • Multiple dimensions of poverty and their implications
  • Development of a generic questionnaire
  • Selection criteria for indicators
  • Purpose of field testing
  • Indicators chosen for questionnaire
  • Methodology overview
  • Using principal component analysis to develop the poverty index
  • Using the poverty index.
  • Relative versus absolute poverty
  • Interpreting results
  • Selected results of test case studies
  • Overall comparative results
  • Summary
  • PART II: PLANNING AND ORGANIZING THE ASSESSMENT
  • Chapter 2 Planning and Organizing the Assessment
  • Guidelines for contracting the assessment
  • Responsibilities of the researcher
  • Sequencing project payments
  • Determining the required time frame
  • Allocating the poverty assessment budget
  • Personnel, logisitical, and performance issues affecting field implementation
  • PART III: COLLECTING SURVEY DATA
  • Chapter 3 Developing the Sample Design.
  • Step 1: Define the population and sampling unit
  • Household as the basic sampling unit
  • Determining a feasible survey area
  • Step 2: Construct the MFI-based sampling frame
  • Cluster sampling for new MFI clients
  • Determining required clustering stages
  • Step 3: Determine appropriate sample size
  • Step 4: Distribute the samples proportionally
  • Probability-proportionate-to-size sampling (PPS)
  • Equal-proportion sampling (EPS)
  • EPS method applied to client groups
  • Step 5: Select the actual sample
  • Random sampling within clusters.
  • Random sampling of nonclient households: The random walk
  • Describing each survey site
  • Chapter 4 Adapting the Poverty Assessment Questionnaire to the Local Setting
  • Identifying local definitions of poverty
  • Introducing the study and screening households
  • How to introduce the study
  • Screening households for applicability
  • Type of respondent and preferred interview venue
  • The survey form
  • Section A: Documenting households through identification information
  • Section B: Family structure
  • Section C: Food-related indicators
  • Section D: Dwelling-related indicators.
  • Section E: Other asset-based indicators
  • Customizing the questionnaire
  • Guidelines for writing well-worded questions
  • Pre-coding the questionnaire
  • Chapter 5 Training the Field Survey Team
  • Stage 1: Summarize the background, purpose, and metholodogy of the survey
  • Discuss the purpose of the study
  • Discuss the sampling frame used for identifying households
  • Present the field implementation plan
  • Define role of the interviewer and review principles of good interviewing
  • Discuss major sources of error in the field and how to correct for these errors.