Book(electronic)2003

Microfinance Poverty Assessment Tool

In: Technical tool series no. 5

Henry, Carla; Lapenu, Cécile; Zeller, Manfred; Sharma, Manohar

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Abstract

Intro -- Contents -- 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.