ORGANIZATIONAL APPRAISAL

pertains to the diagnosis of an organization’s financial performance, human resource management, information systems, financial performance, products and services, governance structure, marketing, and general operations. The end goal of the organizational appraisal is to determine capability-building intervention needs as identified by the organization and experts’ recommendations on relevant interventions. This is also a tool for SEDPI to determine whether the MFIs are worthy of investments.

PUBLIC-RUN AND CUSTOMIZED TRAINING

courses suited to the needs of organizations are offered to tackle different microfinance operational concerns. Public and Customized Training have interventions developed to directly address gaps and align institutional policies and practices with operations, and to suit specific needs of organizations. A training needs assessment (TNA) is employed to exactly determine gaps that need to be addressed. This is more cost effective on a per participant ratio and MFIs have the option to receive training certificates from the Ateneo de Manila University.

TECHNICAL AND MENTORING ASSISTANCE

is delivered on a mentor-learner approach as SEDPI social entrepreneurs closely supervise and monitor an institution’s progress towards sustainability. TAMA, which is also a Filipino word for correct aptly means setting things right.

STRATEGIC PLANNING

leads MFIs through the process of analyzing both internal and external factors that affect their strategies. Through external and internal analysis, a medium-term plan is developed that specifies the institutional values, vision, mission, objectives, key result areas, performance indicators, strategies, programs, activities, tasks, and resource requirements.

RESEARCH

projects are conducted towards the sharing of good practices and overcoming challenges in the field of microfinance.SEDPI employs scientific methods to identify trends in microfinance. Market research is used to determine whether financial products and services suit the needs of the clients and are within the institutional capacity of MFIs. Impact assessments are also employed to assess whether microfinance programs have been able to improve the quality of life of their clients.