2013 Institutional Action Plan (IAP) Form
for Network Organizations on the Council of Practitioners
Name of Institution (please print):
Name of Head of Institution: Mr. __ Mrs. __ Ms. __
Position:
Head of Institution E-mail:
Person Completing Action Plan Form: Mr. __ Mrs. __ Ms. __
Position:
Personal E-mail:
Skype:
Institution Postal Address:
City/State:
Phone (with country and city code):
Postal Code:
Ph 1:
Fax:
Country:
Ph 2:
Institution E-mail:
Website:
Date:
(DD/MM/YYYY)
The purpose of the Institutional Action Plan (IAP)
The Institutional Action Plan (IAP) is an important tool for several reasons. First, it outlines a common set of strategic objectives,
targeted towards supporting the fulfillment of the Summit’s goals, for institutions to use in considering how they wish to contribute to
this work. Second, it creates an easy, uniform way for institutions to report on and share their plans and accomplishments.
It is not expected that every institution will undertake every objective outlined on the IAP. Each institution has its own mission and
mandate—a mission or mandate that may or may not significantly overlap with the goals of the Microcredit Summit. It is hoped that
completing an IAP may initiate a course of debate and reflection within an institution.
The Institutional Action Plan is meant to facilitate a process in which each institution can determine for itself the degree to which it
will undertake projects that address the Summit’s core themes:




Reaching the poorest families (defined as families in developing countries who are in the bottom 50% of the population
living below their country’s poverty line, or those families living on less than $1.25 a day per capita, purchasing power
parity, and families in industrialized countries living below the poverty line)
Reaching and empowering women
Building financially self-sufficient institutions
Ensuring a positive measurable impact on the lives of clients and their families
For more information on these core themes, see
http://www.microcreditsummit.org/about/about_the_microcredit_summit_campaign/
For the purposes of the Microcredit Summit Campaign, any reference to microcredit should be understood to refer
to credit for self-employment and other financial and business services (including savings and technical assistance) for
the poorest.
Instructions for submitting
Council members are asked to revise and resubmit their IAP every year. We ask that you submit your 2013 Institutional Action Plan
to the Microcredit Summit Secretariat by Friday May 31, 2013. Your IAP can be sent as an e-mail attachment to:
info@microcreditsummit.org , or by fax to: 1 202 466 1396, or by mail to: 1730 Rhode Island Ave., NW, Suite 400, Washington, D.C.
20036.
2013 Institutional Action Plan (IAP) Form for
Network Organizations on the Council of Practitioners, page 2/4
Country:
Institution Name:
Part I: Mainstreaming Microcredit Summit Campaign core themes within the network
Please indicate the status of the following policies by Select the appropriate boxes.
Strategic Objective
1a.
1b.
1c.
2.
3.
4a.
4b.
5.
As of 31 December 2012
Implementation, by network affiliates, of poverty measurement tool(s) to
identify the poorest1 clients in the developing world.
Implementation, by network affiliates, of poverty measurement tool(s) to
identify the poor3 clients in the industrialized world.
What poverty measurement tool was developed and/or used, by network
affiliates (e.g., estimate, CASHPOR House Index, Participatory Wealth
Ranking, CGAP/IFPRI Poverty Assessment Tool, other)
Adoption, by the network, of benchmarks that measure the financial selfsufficiency of network affiliates.
Adoption, by the network, of a goal to reach a certain percentage of women
clients being served by network affiliates.
Specification and/or monitoring of social indicators (especially movement out
of poverty) as measurement of the impact of network affiliates.
What impact measurement tool was developed and/or used by network
affiliates (e.g., AIMS, estimate, other).
Encouragement of network affiliates, by the network, to complete Institutional
Action Plans and to submit them to the Summit Campaign.
Yes
No
ID2
Yes
No
ID
Yes
No
ID
Yes
No
ID
Yes
No
ID
Yes
No
ID
Part II: Education and Advocacy
Strategic Objective
6.
As of 31 December 2012
RESEARCH
Please Select One: Yes __ / No __ / PIF4 __
Have you done or will you do research on
microcredit, related to the Summit’s core themes?
If yes, when do you expect to release it?
Topic:

7a.
ADVOCACY
Have you or will you encourage/pressure your
government to provide financial support to
microfinance institutions which serve the
poorest people, especially women, and which
strive for self-sufficiency?
Yes __ / No __ / PIF __
Yes, we encouraged/pressured our government to provide financial support
for microfinance institutions which:
__ Serve the poorest people in developing countries
__ Serve poor people in industrialized countries
__ Reach and empower women
__ Strive toward financial self-sufficiency
__ Have a positive measurable impact on lives of clients and their families
The “poorest” in developing countries refers to families whose income is in the bottom 50 percent of the population living below their country’s
poverty line, or those families living on less than $1.25 a day per capita, purchasing power parity.
2 ID = In Development
3 In industrialized countries the poor are those families who are living below their nation’s poverty line.
4 PIF = Perhaps In the Future.
1
2013 Institutional Action Plan (IAP) Form for
Network Organizations on the Council of Practitioners, page 3/4
Institution Name:
Country:
Strategic Objective
As of 31 Dec. 2012
7b.
Have you or will you
encourage/pressure your
government to create a favorable
policy environment for
microfinance institutions and
very poor micro-entrepreneurs?
Yes __ / No __ / PIF __
If yes, give one example of a change you are seeking:

8.
PUBLIC EDUCATION
Have you done or will you do
public education on microcredit
as a poverty alleviation tool?
Yes __ / No __ / PIF __
We have reached this number of people: _________________
If yes, how many people and
what kinds of organizations do
you intend to educate?
__ Government
__ Banks
__ Foundations
__ Educational Institutions
__ Other_____________
By what means?

9.
TRAINING
Have you or will you offer
training to microcredit
institutions on good practice,
addressing the Summit’s core
themes?
Yes __ / No __ / PIF __
Yes, we offered training on good practice in these areas (Please attach a brochure or
other materials describing the training you offer):
__ Identifying and serving the poorest people in develop ing countries
__ Identifying and serving poor people in industrialized countries
__ Reaching and empowering women
__ Working towards financial self-sufficiency
__ Measuring and ensuring impact on lives of clients and their families
10.
SEAL OF EXCELLENCE
Would you like to learn more
about the Seal of Excellence for
Poverty Outreach and
Transformation in Microfinance?
Yes __ / No __ / PIF __
11.
OTHER
Are there other projects in
support of the Campaign’s goals
that you are planning, such as
enlisting new advocates and other
council members?
The Seal of Excellence for Poverty Outreach and Transformation in Microfinance is
a global initiative currently under development that will recognize those institutions doing
the most to help families lift themselves out of poverty. Sam Daley-Harris first had the
idea for the Seal in April 2010 in response to his concern that microfinance was going
down the path of for-profit institutions and abandoning its founding mission to help the
poor. The Seal has been under development for the past 2 years with input from a broad
range of stakeholders and will continue in 2013.
Our movement is not just about money, it is about unlocking human dreams. We seek to
employ financial capital to unleash human potential, and we still have a lot to learn from
those who do this well.
Yes __ / No __ / PIF __
If yes, briefly describe:

__ Please send me Microcredit Summit Campaign outreach materials so that I can enlist
new council members.
2013 Institutional Action Plan (IAP) Form for Network Organizations on the Council of Practitioners, page 4/4
Institution Name:
Country:
Part III: Member Institutions
(Please fill in the table below with a list of your members including the name of a contact, and their phone and email address, or attach the list
separately. If you need additional space, please attach additional pages to your IAP.)
Institution Name
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
Contact Name
Phone Number (including country
and city code)
Email Address