AMFIU's Institutionalization & Integration Strategy for Social Performance Management

1. SPM Institutionalization and Integration – AMFIU’s Experience Presented by: David/Jackie At the SPTF annual Meeting in Jordan, June 4th – 8th 2012

2. Presentation Outline Introduction AMFIU’s Strategy Process of Integration: Step I – Strategy Review Step II -Institutional Self Assessment/social audit Step III – New Improved Plan Step IV – Develop Clear Social Indicators 4. Milestones

3. 1. Introduction SPM in Uganda is still in nascent stage Performance has long been associated with financial outcomes (portfolio quality and profitability) – PMT. But recently, stakeholders in MF are beginning to acknowledge that achieving social outcomes inherent in the missions of MFIs requires more deliberate strategies

4. 2. AMFIU’s Strategy towards SPM

5. 3. Process of Institutionalization and integration model • Based on the MISION project model that considers social performance as an integral part of the institution’s performance management system. • Therefore, SP must be integrated in all systems of the organization, right from strategic planning

6. 3(a) Process- Strategy Step 1: Strategic review. i) Review strategic plan of the MFI in order to align its mission, goals and objectives with entire strategy. • Mission statement must answer three broad question: • Who are your target clients? • How do you intend to meet their needs? • What change you want to see in your clients’ lives?

7. 3(b)Process - Mission [Cont’d] • Example of Opportunity Bank: • Mission: To be the leading provider of financial services to low income people in rural and urban areas of Uganda ,promoting holistic transformation of lives whilst maintaining sustainability. ii). Review social goals in relation to the mission statement and the three broad questions (target clients, meeting clients’ needs and change in clients’ lives)

8. 3(c)Process- Goals • Opportunity Bank’s Goals

9. 3(d)Process- Objectives iii). Define SMART Objectives Based on goals

10. 3(e)Process –Self assessment Step 2: Institutional self assessment and social audit using the Baldrige tool. Assesses the MFI as a system in key performance areas of: • Leadership • Strategic planning • Customer focus • Workforce • Process management

11. 3 (f) Process – Improved Plan Step 3. Develop an Improvement Plan Come up with an improvement plan based on the gaps identified with timelines and responsible persons. Step 4. Clear Social Indicators • Develop social indicators based on the objectives and audit and incorporate into the MIS • Incorporate all revisions in the strategic plan

12. 4. Milestones so far • Opportunity Bank has reviewed their strategic plan and incorporated the new mission, goals and objectives • Raised resources to train all their staff in SPM (branch to branch) • Have started the process of reviewing their MIS to integrate some of the agreed upon social indicators

13. Milestones [cont’d] • Adopted the PPI to enable them systematically target the low income clients • Their work plan for this year includes a client satisfaction and market survey • Started reporting to the MIX

14. Thanks for Your Attention. Happy to answer any questions