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, periurban, 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%)
Sampling (2)
Survey
Sample
Urban
PeriUrban
Rural
Total
Clients
interviewed
120
90
90
300
Substitute
sample
(approx 40%)
48
36
36
120
Total
168
126
126
420
Human Resources Involved
Job Title
Project Manager
Field Supervisors
Sampling and Survey
Tracking Coordinator
Data Processing
Coordinator
Interviewers
Data Processors
Logistics
Name of Person (s)
Level of Effort per
person
(no. of days)
Calculation of Number of Interviewers
Tools
Household
Survey
# of
Minutes
20
minutes
# of
interviews
per person
per day in
rural areas
8
Total of
interviewers
4
Total per
day
32
# of days
13-14
Total # of
interviews
using this tool
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