Introduction to the PPI - SPTFsptf.info/images/sptf panama introduction to the ppi...
Transcript of Introduction to the PPI - SPTFsptf.info/images/sptf panama introduction to the ppi...
Introduction to the PPI®
A Grameen Foundation Product
Training in the Key Concepts of the PPI
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To enable the poor, especially the poorest, to create a world without poverty
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To enable organizations with a mission to help the poor to manage their social performance with as much purpose and structure as they manage other aspects of their performance.
Objectives
� Describe the PPI in the context of social performance management;
� Define the PPI in terms of purpose and use;
� Explain key steps and best practices to
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� Explain key steps and best practices to implement the PPI; and
� Explain key uses, challenges, and benefits of the PPI.
Session Time
Welcome and Introductions
PPI Fundamentals
� Social Performance and the PPI
� The PPI’s Construction
� The PPI: A Measurement and Management Tool
12:15 – 12:45
PPI Implementation: Key Steps and Best Practices 12:45 – 1:30
Agenda
PPI Implementation: Key Steps and Best Practices
� PPI Implementation Cycle
� PPI Standards of Use
12:45 – 1:30
Questions and Answers
Wrap-up and Close
1:30 – 1:45
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Acknowledgements
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PPI Fundamentals-Social Performance Management and the PPI
-The PPI: Measurement and Management Tool
-The PPI’s Construction
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Social
Performance
Management
Social
Performance
Management Management
and the PPI
Management
and the PPIPPI
FUNDAMENTALS
PPI
FUNDAMENTALS
Social Performance =
The effective translation of an institution’s mission into practice in line with accepted
social values.
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Adapted from SPM Essentials Resource Handbook, SPTF, 2012.
Social Performance Management =Management =
The processes and tools that an organization use to translate social goals into practice.
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Adapted from SPM Essentials Resource Handbook, SPTF, 2012.
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Client-level Data Tools: Purpose
The tools help answer:
� Are we reaching our target clients?
� Are we meeting our target � Are we meeting our target clients’ needs?
� Are we changing the lives of our target clients?
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Adapted from SPM Essentials Resource Handbook, SPTF, 2012.
Client-level Data Tools: Examples
� Progress Out of Poverty Index
� Poverty Assessment Tool
� General Client Feedback Surveys
� Multidimensional Poverty Index
� Participatory Wealth Ranking
� Household Income surveys
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A Video: Why do we measure Poverty?
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The PPI’s
Construction
The PPI’s
ConstructionConstructionConstructionPPI
FUNDAMENTALS
PPI
FUNDAMENTALS
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Every PPI has two essential components.
Construction of the PPI
�Scorecard
The PPI’s Composition
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�Scorecard
�Look-up Tables
The PPI: Uganda Example
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The PPI: Uganda Example
� Sourced from Uganda’s 2009/10 National Household Survey
� National household surveys typically have 200
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surveys typically have 200 to 1000 indicators from which to assess poverty
� Also include reliable statistics on income levels
Logistic
Regression
15
Indicators
100
Questions
Peer Review
and Field
Testing
10
Indicators
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� Afghanistan
� Bangladesh
� Benin
� Bolivia
� Brazil
� Burkina Faso
� Egypt
� El Salvador
� Ethiopia
� Ghana
� Guatemala
� Haiti
� Malawi
� Mali
� Mexico
� Morocco
� Nepal
� Nicaragua
� Romania
� Russia
� Rwanda
� Senegal
� Sierra Leone
� South Africa
48 Country-specific PPIs
� Burkina Faso
� Cambodia
� China*
� Colombia
� Dominican Republic
� Ecuador
� Haiti
� Honduras
� India
� Indonesia
� Ivory Coast
� Jordan
� Kenya
� Nicaragua
� Nigeria
� Pakistan
� Palestine
� Paraguay
� Peru
� Philippines
� South Africa
� Sri Lanka
� Syria
� Tanzania
� Timor-Leste
� Uganda
� Vietnam
� Yemen
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*China has an expert-based poverty scorecard in place of a PPI.
The PPI: Uganda Example
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The PPI: Uganda Example
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The PPI:
Measurement
The PPI:
Measurement Measurement
and Management
Tool
Measurement
and Management
ToolPPI
FUNDAMENTALS
PPI
FUNDAMENTALS
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Client Targeting and Market Intelligence� Who and where are the poor?� Who and where are the poor?
� What are the demographics of the poor?
Movement over Time� Are the organization’s clients becoming less poor over time?
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What about impact?
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Example of Measurement
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Example of Measurement
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Example of Measurement
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Example of Measurement
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Example of MeasurementP
ove
rty
Rate
(%
)
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Pove
rty
Rate
(%
)
Example of Measurement
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Pove
rty
Rate
(%
)
Pove
rty
Rate
(%
)
� Program Evaluation
� Mission Advancement
Performance Management
� Mission Advancement
� Product Development
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Example of Program Evaluation
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MISSION ADVANCEMENTExample of Mission Advancement
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�Bylaws state that 80% of all customers must be below the $2.50 per day poverty line.
Example of Mission Advancement
line.
�The PPI showed that the actual figure was 64%. Based on this, PT Ruma created a more effective targeting and screening process.
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PRODUCTS AND SERVICESExample of Product Development
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� Voluntary savings products were not widely used.
� PPI data helped show that a client’s poverty status does not influence that client’s ability to save as
Example of Product Development
does not influence that client’s ability to save as much as the products available to that client.
� CARD Bank lowered minimum savings levels and increased access points for savings deposits.
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PPI Implementation-PPI Implementation Cycle
-PPI Standards of Use
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PPI
Implementation
PPI
Implementation Implementation
Cycle
Implementation
Cycle
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PPI
IMPLEMENTATION
PPI
IMPLEMENTATION
PPI Implementation Cycle
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PPI Implementation Cycle
1. Why do you want to use the PPI in the first place? What is your overall objective?
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your overall objective?
2. Who’s involved? Who will be interacting with the PPI? How? What are their needs if they are going to be able to use the tool effectively?
3. How will you collect the data? Who will use the survey? Why? When will you collect the data? What are the logistical and operational considerations?
PPI
Standards of
PPI
Standards ofStandards of
Use
Standards of
Use
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PPI
IMPLEMENTATION
PPI
IMPLEMENTATION
PPI Certification
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PPI Implementation
Wrap-up and
Close
PPI Fundamentals
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Reflecting on PPI Workshop
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1 2
Get started at www.progressoutofpoverty.org
1. Find the PPI for your country
2. Download PPI documents
3. Download learning materials
4. Ask questions and share
information on the discussion
forum
Also available: case studies, blog,
instructional videos, and more.
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4
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This concludes
Introduction to the PPI®.
Thank You.
www.progressoutofpoverty.org
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