Progress out of Poverty Index™ (PPI™) 2009–2010 Annual Report
Our Mission: To enable the poor, especially the poorest, to create a world without poverty.
© 2010 Grameen® Foundation USA, All Rights Reserved 2
2009 - 2010 Progress out of Poverty Index (PPI) Annual Report
About Grameen® Foundation and the Progress out of Poverty Index™ Grameen Foundation, a global nonprofit organization, helps the world’s poorest people access financial services and technology solutions by providing financing, technology support and management strategies to the local organizations that serve them. It also spearheads technology initiatives that create new microbusiness opportunities for the poor, provides telecommunications access for the world’s rural poor, and improves their access to health and agricultural information and other services. Founded in 1997, Grameen Foundation has offices in Washington, D.C., and Seattle, W.A. Prof. Muhammad Yunus, founder of Grameen Bank and 2006 Nobel Peace Prize Laureate, is a founding member of its board of directors and served on the board for 12 years. Since April 2009, he has served as Grameen Foundation’s first director emeritus. The Progress out of Poverty Index™ (PPI™) is a country-specific assessment tool that helps institutions measure outreach to the poor, monitor changes in economic well-being of clients and provide data that helps managers improve the effectiveness of programs and services. Building on the concept of Grameen Bank’s 10-Point System, the PPI was commissioned by Grameen Foundation, in collaboration with Consultative Group to Assist the Poor (CGAP) , Ford Foundation and Microfinance Risk Management L.L.C. Launched in 2005, the PPI is was being used by 73 institutions worldwide by the close of FY 2010.
WWW.PROGRESSOUTOFPOVERTY.ORG
3
Siliana-Sanon, before her loan from Fonkoze, an MFI in Haiti.
Measuring Progress.
Photo provided by Fonkoze
Siliana-Sanon in her new home, built with her earnings.
Managing Results. 4
  2009 - 2010 Progress out of Poverty Index (PPI) Annual Report
Photo provided by Fonkoze
Progress out of Poverty Index (PPI) 2009–2010 Annual Report Table of Contents 7 Letter from the Director 10 Year in Review: FY 2010 by the Numbers 11 Deploying the PPI 15 Our Network Partners at Work 17 Innovations 18 Reaching Out 19 Real Examples 21 Looking Forward 22 Funding Social Performance 23 Our Team
WWW.PROGRESSOUTOFPOVERTY.ORG
5
“Using the PPI is important because all microfinance institutions aim to serve a special group of people, the poor. And not only that, through microfinance we aim to bring them out of poverty. ” -Ben Simmes, Director of Social Performance, Oikocredit
“The PPI provides us an opportunity to make sure that our partners are reaching the poorest with their financial services.” -Muhammad Awais, Regional Microfinance Advisor, Plan International Asia
“For all institutions focused on alleviating poverty the PPI is an indispensible tool that allows us to measure poverty distribution amongst clients, inform management to adjust products and services, and make sure we are reaching the poor effectively.” -Boubacar Diallo, Director, MISION Africa Project, Catholic Relief Services
“We want numbers behind the promises we make to the poor.”
-Anne Hastings, Director, Fonkoze
“The PPI has been one of the major forces in helping NWTF achieve its mission to target the poorest clients and serve them better. This easy yet reliable tool showed us how to find the clients who needed our help the most. It has changed our entire approach to targeting.” -Cecile del Castillo, Executive Director, Negros Women for Tomorrow Foundation
“We are not a brand name among microfinance institutions but we have the advantage of data. Our PPI data reinforce that we are reaching our target populations and funders can see that we are working with the poorest of the poor.” -Diego Fernandez-Concha, Director, PRISMA Microfinance
6
2009 - 2010 Progress out of Poverty Index (PPI) Annual Report
Letter from the Director Dear Friends, I am writing this letter at the start of my third month as the new Director of the Social Performance Management Center (SPMC). I spent the last 10 years as the Director of Innovation and Technology at the Salesforce.com Foundation and the 10 years before that as a highschool teacher and administrator. I have spent the bulk of my career in the social sector. What differentiates the social sector from the private is our bottom line. While money is integral to our work, it is not the definition of our work. Our bottom line is a better world. There is no financial equivalent to a unit of good; actually, there is no quantifiable, generalized unit of good. Instead, there are people and our quality of life. So, we count what we can, what we believe to be important. And then we map that data against the world that we want to see and ask, “Are we there yet?” At the SPMC, we help pro-poor organizations answer that question. With the information provided by the Progress out of Poverty Index (PPI), they can customize their products and services to specific poverty lines and adjust those products and services over time. In FY 2010, my colleagues in the SPMC and our partners have helped 73 organizations implement the PPI. Based on survey data, these PPI users describe the tool as essential to their efforts to empower the lives of the poor and the poorest. Also, to reach as many microfinance institutions (MFIs) as possible this past year, we adopted a network approach — 74 percent of our MFI users were implemented through our network partners. You can find all those details in this report. This coming year we’ll be focusing on certifying organizations using the PPI against our new Standards of Use, a critical piece in verifying that the tool is being used correctly and in a universal manner. We continue to engage more global partners as we all seek to answer the question, “Are we there yet?” Sincerely,
Steve Wright Director, Social Performance Management Center
WWW.PROGRESSOUTOFPOVERTY.ORG
7
Progress out of Poverty Index™ Coverage
Middle East and North Africa
Egypt, Morocco, Palestine, Syria and Yemen
Americas Bolivia, Brazil, Dominican Republic, Ecuador, El Salvador, Guatemala, Haiti, Honduras, Mexico, Nicaragua and Peru
Visit www.progressoutofpoverty.org/ppi-country to download the PPI for all countries where it is available.
8
  2009 - 2010 Progress out of Poverty Index (PPI) Annual Report
Sub-Saharan Africa
Ethiopia, Ghana, Kenya, Malawi, Mali, Nigeria, Rwanda, Senegal and South Africa
Central-Eastern Europe Romania and Russia
East Asia
Cambodia, Indonesia, Philippines and Vietnam
South Asia
Bangladesh, India, Nepal, Pakistan and Sri Lanka
Countries with PPIs before March 31, 2010 Countries with PPIs after March 31, 2010
WWW.PROGRESSOUTOFPOVERTY.ORG
9
YEAR IN REVIEW Experiences That Defined the Year Grameen Foundation’s Social Performance Management Center (SPMC) actively pursued its primary goal — to scale the Progress out of Poverty Index (PPI) — during Fiscal Year 2010. Its success is measured both in numbers of PPIs and microfinance clients, and in the rich and varied PPI experiences of microfinance institutions (MFIs) and microfinance networks (MFNs) worldwide. It was a year of learning lessons about how to be more efficient and effective in expanding the PPI. It was a year spent building new partnerships with networks that could leverage the growth of PPI use. It was also a year to marvel at the innovative approaches that MFIs and MFNs used to learn from each other, and to observe social investors’ increasing interest in and commitment to social performance in general and the PPI in particular.
FY 2010 by the Numbers: PPIs created:
10
PPIs updated:
6
Total PPIs developed:
27
New PPI users, including MFIs and MFNs:
43
Total PPI users, including MFIs and MFNs:
73
Clients served by PPI users:
5 million
PPI trainings conducted by the Grameen Foundation: Microfinance Network Partnerships:
17
71
National Microfinance Association Partnerships:
52
1 Catholic Relief Services, Dia Vikas/Opportunity International Australia, Mercy Corps, Oikocredit, Plan International Asia, Unitus, and Terrafina Microfinance. 2 APIM Mali, APSFD Senegal, COPEME, FinRural, and MCPI.
10
2009 - 2010 Progress out of Poverty Index (PPI) Annual Report
DEPLOYING THE PPI PPI Implementations The PPI Deployment Team, training MFIs directly as well as training MFNs to do their own training, achieved a total of 73 PPI users by the close of FY 2010, as seen in the chart below: Region Asia Americas Middle-East/North Africa Sub-Saharan Africa Grand Total
Direct 12 6
0
Indirect 13 8 1
1 19
22
Third Party 15 5 1 11 32
Total 40 19 2 12 73
Five years after the first PPI was piloted, Grameen Foundation carried out its first global survey of PPI users. How many institutions were currently using the PPI, how they were using it, how it had shaped their work with clients, and how and when clients were making actual progress out of poverty—these are continuing questions for Grameen Foundation as it seeks to scale the PPI worldwide by improving and expanding its services to MFIs and MFNs. Beginning to answer these questions was the purpose of this first global survey. The PPI User Survey was conducted by e-mail and telephone during a four-month period, from November 2009 through February 2010. The questions were developed by Grameen Foundation’s Social Performance Management Center. The survey itself was designed, conducted and analyzed by volunteers from Grameen Foundation’s Bankers without Borders® program, a global reserve corps of business professionals who volunteer their time and talents to the fight against poverty. The survey team was led by Nana Francois with assistance from Dalinez Martinez and Yolanda Perez, who translated the questionnaire and conducted telephone conversations with MFIs and MFNs in Spanish-and-French-speaking countries. Eighteen institutions, or 23 percent of the 80 contacted, responded in detail to the survey. They included: In Asia: MFIs ASKI, KMFI, ESAF, Grameen Koota, Kashf, NWTF, People’s Bank of Caraga Inc., RSPI and Yamida; and MFN Mercy Corps. In Latin America: MFIs Adra Peru, AlSol, Edpyme Solidaridad (incorporating the former Caritas del Peru), Fondesurco, Manuela Ramos and PRISMA; and MFN Pro Mujer. In Sub-Saharan Africa: MFI SEF. Most of the survey participants represented Asian MFIs, with Latin American MFIs as the next largest group. The high participation rates in these regions were expected and reflect the fact that the earliest PPIs created were for Asian and Latin American countries. The majority of all participants (83 percent) were currently using the PPI. Most represented an equal percentage of small (10,000 to 25,000 clients) and medium (25,000 to 100,000 clients) MFIs.
WWW.PROGRESSOUTOFPOVERTY.ORG
11
Conclusions: Key Findings PPI interest arose from
4 key areas:
1. Its potential usefulness as a reliable monitoring and measurement tool, 2. Its potential usefulness as a client profiling and targeting tool, 3. Its potential usefulness as a global comparison tool, 4. Its potential attractiveness as a cheap, easy-to-use and accurate indicator of poverty. Other interesting findings were:
• 83% of the respondents are using the PPI after completing their pilots. • 89% of these are using the sample collection method; most combined both new and mature clients.
• 64% are verifying responses. • 47% of those participants currently collecting PPI data are repeating the process to track poverty indicators over time.
• Over 50% of respondents also find PPI data analyses useful for reporting to donors or to include in impact studies.
• PPI Pilots proved most helpful for client targeting. The pilots revealed that fewer poor clients were being targeted than expected in 28 percent of cases. PPI data analyses are primarily used for checking the accomplishment of mission and vision.
• Key Challenges in using the PPI are integration of data with an Management
Information System (MIS) (72 percent cited this as a key challenge) and data quality control and data analysis (61 percent cited this as a key challenge).
• Key Suggestions for improved design and implementation of the tool focused on the need for help with integration into an MIS, and for help understanding the specific indicators and their usefulness.
12
2009 - 2010 Progress out of Poverty Index (PPI) Annual Report
There were differences in answers depending on the MFI’s regional location, whether the MFI was using or not currently using the PPI, the size of the MFI, and whether the MFI was a direct or indirect Grameen Foundation partner. There were less significant differences in answers depending on mission focus. In conclusion, the respondents’ positive comments around the effectiveness of the PPI included: • The PPI is good, simple and practical. • Clients and implementers have been able to understand the PPI and have found it quick and easy to use. • The tool is helpful for reporting and for making comparisons with other organizations. More-critical comments around the effectiveness of the PPI included: • The tool is able to identify clients who are poor, but not determine how poor they are. • The PPI is not necessarily specific enough in terms of the realities of each country. SPMC has been using the survey results to inform its deployment, training and support strategies along with using feedback to inform PPI product improvement.
Product Development: PPI Data Management Tool Recognizing that collecting, analyzing and managing PPI data continues to be a key issue for MFIs, SPMC sought to develop a simple yet functional tool that could be easily employed. A database software is the core component of a new PPI data-management tool that enables MFIs to collect, manage and analyze data. During FY 2010, with SPMC’s guidance, two MFIs beta-tested and piloted the new data-management tool. The first, Fonkoze in Haiti, has subsequently trained its SPM staff in the use of the tool and begun the transition to a complete conversion to the tool. Fonkoze has transferred all historical data into the new tool, and will begin using it as the exclusive means for recording social performance data in electronic form. The second MFI to beta-test the tool was ESAF in India. ESAF is in the process of integrating the tool with its current internal software system, MFI Soft. The objective is to streamline the process for entering loan application information. The PPI data-management tool will be used for analysis and reporting purposes. Other MFIs in India have indicated their interest in using the new tool.
WWW.PROGRESSOUTOFPOVERTY.ORG
13
“For any organization that seeks to work with the poorest, the PPI tool is a golden opportunity to make sure they’re reaching the right targets ... You want to change the situation of the poorest? Then prove it with the PPI.” -N’doye Diattou Coulibaly, Oikocredit Senegal
N’doye Diattou Coulibaly from Oikocredit with the children of Caurie Microfinance borrowers in Malikounda, Senegal.
14
2009 - 2010 Progress out of Poverty Index (PPI) Annual Report
OUR NETWORK PARTNERS AT WORK Network partners in Asia, Africa and Latin America have actively scaled the growth of the PPI through training and support activities. In Asia, Mercy Corps and Plan International produced the largest number of deployments in FY 2010. Mercy Corps completed the first 10 collection reports in Indonesia, while Plan Asia has carried out training activities in new PPI countries, including Vietnam, Nepal and Cambodia, as well as continuing work in Pakistan. In FY 2010 Oikocredit has worked with 11 MFI partners in Peru (see below) and expanded its outreach to eight MFIs in Ecuador in addition to supporting PPI adoption in Cambodia, Senegal, and Mali. In sub-Saharan Africa, three networks joined Grameen Foundation and Planet Rating in a new kind of training and support effort, described below.
The PUCA Initiative In FY 2010, SPMC created an innovative, two-year initiative designed to help African MFIs understand the poverty outreach of their portfolios and better track the numbers of clients moving out of poverty. The initiative, the first of its kind in Africa, is being facilitated by the PPI Users Collaborative in Africa (PUCA), a new, multi-stakeholder group that unites five charter partners—Oikocredit, Catholic Relief Services, Terrafina Microfinance, Planet Rating and Grameen Foundation—with the national microfinance networks in Mali and Senegal. The initiative is currently working with three MFIs—Caurie Microfinance and U-IMCEC of Senegal, and Kafo Jiginew of Mali. All three MFIs were trained in December and February, and began piloting the PPI shortly afterwards. In FY 2011, Grameen Foundation will train the staff of PUCA members and some of their MFI partners to expand local capacity and use of the tool in both countries. Grameen Foundation will also leverage the skills of experienced staff members of the MFIs already trained to help achieve that goal.
Oikocredit Expands PPI Use Globally When Oikocredit joined forces in 2007 with Grameen Foundation, it became the first social investor to support the use of the PPI. For the next two years, Oikocredit sponsored — and participated in—PPI training for MFIs in three countries: the Philippines, Peru and Ecuador. Then, early in 2010, Oikocredit doubled the number of its targeted countries to six, adding Senegal, Mali and Cambodia. The result is significant growth of PPI users in these critical countries. “With this increased roll-out of the PPI, we can help our partners monitor the effects of their loans and operations,” said Oikocredit Director of Social Performance and Financial Analysis Ben Simmes. “It means Oikocredit can be certain our financing is reaching the right people, and making a genuine difference in the lives of the poor.” With Oikocredit’s support, Peru has become a key proving ground for the PPI. Oikocredit has seven partners in Peru currently using the PPI: PRISMA, Manuela Ramos, Pro Mujer Peru, ADRA Peru, FINCA Peru, Fondescuro and NGO Alternativa, with an additional partner, Edaprospo, in the pilot
WWW.PROGRESSOUTOFPOVERTY.ORG
15
process. There are three more in their pipeline for this year. Oikocredit has been an active partner. It is one of the members of PUCA and has played a key role in training other networks and MFIs in the use of the PPI. An example is Ben Simmes’ participation in PPI training in Cambodia during FY 2010, co-sponsored by Plan International. Ben wrote about his experience as a guest blogger for the Progress out of Poverty blog.
Pioneering the PPI in Cambodia
By Ben Simmes
It is true pioneering. Twenty-eight representatives from four different Cambodian microfinance institutions, and staff and trainers from Grameen Foundation, Plan International and Oikocredit work closely together for a full week to start the implementation of the PPI in Cambodia. The trainers, Awais Muhammad from Plan International, Meldy Pelego from Oikocredit and Cris Lomboy from Grameen Foundation, guide the group through an intensive training program. I never realized that a “simple” tool that asks 10 questions of clients of microfinance institutions to assess how poor they are could be so difficult to carry out. However, it is! Using the Progress out of Poverty Index is for Oikocredit very important and we are therefore very pleased that all four pioneering microfinance institutions are partners of Oikocredit. Using the PPI is important because all microfinance institutions aim to serve a special group of people — the poor. And not only that, through microfinance we aim to bring them out of poverty. The PPI tool enables a microfinance institution to assess the level of poverty of their clients and, by using this same tool again after one or two years, it also makes it possible to track changes over time. It seemed so easy — 10 questions to ask — but it is clear from the intensive program these first three days that understanding and really implementing this poverty-assessment scorecard is an important, challenging but also necessary step forward in social performance management.
16
2009 - 2010 Progress out of Poverty Index (PPI) Annual Report
INNOVATIONS Peer Learning Branches Out in Asia In 2007 SPMC established a Peer Learning Network (PLN) for Social Performance to enable MFIs from around the world to communicate in real time about the issues and opportunities they encounter while implementing and piloting the PPI. After nearly three years of global dialogue among a growing number of PLN participants, the network itself has become a reliable forum through which MFIs and PPI adopters can learn from and support each other as they pilot and implement the tool. In the process, practitioners have shared invaluable experiences about the products and services they offer to clients. They have improved their ability to target clients based on poverty levels and to track clients’ poverty-level change over time. It is clear that what began as a support tool for PPI implementation has evolved into an information and education model for sharing the many ways that clients can be better served. PLN participants themselves—about 30 in number—now represent a vanguard of practitioners, supporting and furthering a process that can help all of them understand and address client issues in a more effective way. As a result, the PLN is now a global platform by which the concept of social performance is examined, tested, promoted and grown. In FY 2010, Grameen Foundation hosted three PLN conference calls. Topics included “Quality Control,” “A Social Rater’s Experience in Piloting the PPI” and “An In-Depth look at Analysis and Use of the PPI by PRISMA Microfinance in Peru.” Borrowing from the structure of the PLN online, the Asia and Latin America regions began working to adapt variations of in-person or “live” PLNs. In June 2009, three prominent microfinance support organizations joined forces to create a model project to advance social performance management among MFIs in the Philippines. Recognizing that practitioners tend to value the judgment of their peers more than the opinion of experts, the Microfinance Council of the Philippines (MCPI), Oikocredit and Grameen Foundation launched the Social Performance Management Peer Learning Community (SPM-PLC). The organizers built a working structure to facilitate peer exchange, collective learning, mentoring and journalistic documentation. By August 2009, according to an MCPI report, 11 MFIs had already signed engagement letters indicating their commitment to the SPM-PLC. By December, three initial meetings had been held and two trainings were carried out by March 2010. Other countries soon followed. Local peer learning activities — and training for peer learning communities — took place in India, Cambodia and Pakistan. The first India PPI Peer Learning workshop gathered 18 participants from three major microfinance networks and nine Indian MFIs. They came to Bangalore in February 2010 to discuss best PPI practices and to identify future opportunities to meet and collaborate on social performance efforts. Grameen Foundation is planning a similar regional peer learning program for Latin America in early 2011.
WWW.PROGRESSOUTOFPOVERTY.ORG
17
REACHING OUT Listening to What Practitioners Want During FY 2010, the SPMC communications program played a key role toward meeting the Center’s goal of scaling the PPI. In addition to its case study series, SPMC redesigned and expanded its Progress out of Poverty website to include interactive blogs, an interactive map to illustrate the PPI by Country section, and site content available in both Spanish and French. The site continues to exhibit all PPIs and collateral materials, and to educate users on the use of the PPI. To further focus and improve its communications outreach, SPMC conducted an email and telephone survey of six MFIs (innovators and early adopters), three networks and one trainer to develop data on the most effective tactics for communicating information about the PPI. When asked what kinds of communications would be most useful going forward, participants gave a range of suggestions: • Case study examples of MFIs using the PPI, including experience in MIS integration and other problems faced in implementation. Case studies of other MFIs in country or in region teach the most, they said.
Learn more about what MFIs and other users of the PPI are saying about it in 30 seconds, watch the videos at: www.progressoutofpoverty.org/ppi-30-seconds
• Opportunities to connect with other MFIs doing SPM, with local or regional experience exchanges being viewed as most useful. • Of equal importance to respondents were exposure visits to MFIs successfully using the PPI, tailor-fit materials that address the needs of different organizations other than MFIs (co-ops, for example), more information about PPI data analysis and more opportunities to showcase an MFI’s own work in the field of SPM. • MFIs want to learn, but also to teach. Some participants said they would like to share what they have learned about using the PPI, and wanted opportunities to do so. • The PPI website could be a more useful tool if promoted through regular e-mail newsletters, they said. Some participants added that they would use the website more if they could receive regular, monthly or quarterly updates about new postings that provided new information and prompted them to visit the site. • Orientation and training workshops need to focus on data analysis and data use from the beginning, respondents said. The role of the donor can be a factor. Not only do some donors require the use of the PPI, but some MFIs have discovered the usefulness of PPI results in marketing to donors.
18
2009 - 2010 Progress out of Poverty Index (PPI) Annual Report
REAL EXAMPLES The PPI at Fonkoze: Applying Client Research to Programs & Services During FY 2010, the SPMC continued to produce case studies of MFIs whose work with the PPI could provide new lessons to others in the field. This case study of Fonkoze, the largest MFI in Haiti, showcases how Fonkoze uniquely collects and applies its client research to its programs and services. From its inception, Fonkoze has targeted poor and ultrapoor women living in rural Haiti. Since 2006, Fonkoze has embedded the PPI into a larger Poverty Scorecard and uses these results to quantify outcomes, verify targeting, demonstrate movement out of poverty, and identify programs that are not working as intended.
The PPI™ at Fonkoze: Applying Client Research to
Data collected in 2008 showed that Fonkoze was meeting its Programs & Services goal to target the poorest, and that its programs were showing October 2009 results: Its Poverty Scorecard revealed that 57 percent of Fonkoze clients were living under $1/day (higher than the national average of 49 percent), and 72 percent under $2/ Read the full case study at day (compared to the national average of 75 percent). A 2008 www.progressoutofpoverty.org/casestudies longitudinal study to measure clients’ progress showed that clients who had been with Fonkoze for at least two years had increased their movement out of poverty. Seven percent had moved above the $1/day poverty line in about two years, while nine percent had moved above the $2/day poverty line in the same time period. Perhaps the biggest challenge facing Fonkoze in 2010 was the January earthquake. Within the first week of re-opening 34 of its 42 branches, Fonkoze delivered more than $1 million in remittances and savings to Haitians. It then worked quickly to bring in an additional $2 million from its account at the City National Bank of New Jersey, working through a unique collaboration of the United Nations, the U.S. Agency for International Development, the U.S. State Department, the U.S. Department of Defense, Multilateral Investment Fund of the Inter-American Development Bank and City National Bank.
WWW.PROGRESSOUTOFPOVERTY.ORG
19
“The vision of Grameen Koota is to help the poor move out of poverty. To do this, we need to track our clients’ progress over time and the Progress out of Poverty Index™ provides us the ability to do just that.” -Suresh Krishna, Managing Director, Grameen Koota
A microfinance client of Grameen Koota in India.
20
2009 - 2010 Progress out of Poverty Index (PPI) Annual Report
Looking Forward In addition to continuing work with the PUCA Initiative in Mali and Senegal, the PPI team is looking to expand its training activities in Africa. SPMC conducted its first trainings in Egypt and Ethiopia in the summer of 2010 and will train in Kenya later that year. In Asia, the PPI team will continue to expand outreach to MFI users and promote effective use of poverty information to drive social performance management. In addition, as part of Grameen Foundation’s MicroSavings Initiative funded by the Gates Foundation, the Asia team will use the PPI to inform product development processes to help MFIs reach the poorer segment of clients for their savings services. In the Latin America region, the team will continue to support and build relationships with a variety of network and association partners using the PPI, including Oikocredit, CRS, REDCAMIF, FINRURAL and others throughout both South and Central America. A key effort for FY 2011 will be the launch of PPI Standards of Use and the PPI certification process, which were piloted in the summer of 2010. In the fall, SPMC will introduce this PPI certification process. Also in FY 2011, Grameen Foundation will launch a social performance management initiative to optimize social performance across all of its microfinance, technology and volunteer programs. Nigel Biggar, former Director of SPMC and now Senior Advisor to SPMC, is leading this effort. The new initiative will address these key questions: 1. Is Grameen Foundation reaching the poor and the poorest through its different interventions? 2. Are Grameen Foundation’s interventions meeting their needs and helping them improve their lives? As a result of this initiative, Grameen Foundation expects to enhance its program performance, foster more cross-program learning and better incorporate social results into its planning, budgeting and reporting.
WWW.PROGRESSOUTOFPOVERTY.ORG
21
Funding Social Performance Management Grameen Foundation’s work on social performance management and specifically the PPI has been supported by forward-thinking donors and investors from the very beginning. Developed in 2005 in conjunction with the Consultative Group to Assist the Poor (CGAP), the Ford Foundation, and Microfinance Risk Management L.L.C., the Social Performance Management Center has received funding from Scott Budde, CGAP, the Michael & Susan Dell Foundation, the Ford Foundation, the JP Morgan Chase Foundation, the Linked Foundation, Janet McKinley, the Results Educational Fund, the SEEP Network and David and Susan Russell. Our donors have served as thought leaders and partners in our work to create and update PPIs, train networks that go on to train their partners in implementing and using the PPI, develop Standards of Use and generally expand the use of the PPI around the world. We are very grateful to our donors for their support to promote the importance of social performance management in the microfinance industry and beyond.
22
  2009 - 2010 Progress out of Poverty Index (PPI) Annual Report
Our Team Social Performance Management Center Staff Nigel Biggar, Senior Advisor Sharlene Brown, Program Officer Pat Kelly, Senior Communications Officer Mary Jo Kochendorfer, Program Officer Cris Lomboy, Asia PPI Specialist Jeff Toohig, Deputy Director Preeti Wali, Communications Officer Steve Wright, Director Our Growing Staff Our regional staff is growing. In FY 2010, Cris Lomboy joined SPMC as its Asia PPI specialist. An India PPI specialist and an LAC PPI specialist are expected to come on board in the fall. A more immediate change is the appointment of a new SPMC director, Steve Wright. Steve has been Director of Innovation and Technology at the Salesforce.com Foundation for a number of years, and has established himself as a thought leader in the social metrics space through extensive experience working with organizations such as the Acumen Fund, GIIN (Global Impact Investing Network) and members of ANDE (Aspen Network for Development Entrepreneurs.
WWW.PROGRESSOUTOFPOVERTY.ORG
23
Grameen Foundation Social Performance Management Center 1101 15th Street, NW, 3rd Floor Washington, DC 20005 Phone: +1 202-628-3560 Fax: +1 202 -628-2341 spm@grameenfoundation.org
www.progressoutofpoverty.org