Business planning and financial modeling for microfinance

The handbook also includes several annexes with further information on the Microfin model. These explain how to install the software, present printouts from the model, list data requirements, and provide an exercise on modeling lending activity. Related Interests. Marketing channels and loan portfolio prognoses. Step-by-step projections are created from case study data using the Microfin model, an excel-based financial modeling tool developed expressly for microfinance institutions. Readers of the handbook and users of the financial model are assumed to have a basic understanding of and experience in several key areas, including credit methodologies, financial management, and working with spreadsheet software. Model tuning. Part two covers the main elements of operational planning from the perspective of developing detailed financial projections.

This handbook takes readers through the process of developing a business plan for a microfinance institution. These explain how to install the software, present printouts from the model, list data requirements, and provide an exercise on modeling lending activity.

Business planning and financial modeling for microfinance

Once readers have practiced with the Microfin model using the data provided in the case study, they can use the model to develop detailed financial projections for their own institution. Step-by-step projections are created from case study data using the Microfin model, an excel-based financial modeling tool developed expressly for microfinance institutions. Marketing channels and loan portfolio prognoses. PACT Publications also has a web site at www. Strategic planning articulates broad institutional goals, assesses the institution's performance, and develops an overall strategy for expanding outreach and achieving profitability. The handbook also includes several annexes with further information on the Microfin model. Operational planning is used to describe the condition for realizing the strategic plan, specifically as reflected in a detailed finance plan. Model tuning. The course utilizes Microfin software, used by MFIs worldwide, and is intended for key financial employees, chief managers, and directors of microfinance institutions MFIs. The handbook's last chapter briefly discusses how to use the business plan and financial projections as ongoing management tools. These explain how to install the software, present printouts from the model, list data requirements, and provide an exercise on modeling lending activity.

Goals of the course: Study the step sequence in strategic planning, Learn to determine the right client target group and conduct market segmentation, Learn to analyze the environment and determine external opportunities and threats, Learn to analyze organizations and determine their key competitive advantages, strengths, and weaknesses, Development of strategic and operational plans, Development of financial products and sales channels that support the chosen strategy, Developing a financial strategy with the use of Microfin.

Part two covers the main elements of operational planning from the perspective of developing detailed financial projections. These explain how to install the software, present printouts from the model, list data requirements, and provide an exercise on modeling lending activity.

Part 2 covers the main elements of operational planning from the perspectives of developing detailed financial projections. Once readers have practiced with the Microfin model using the data provided in the case study, they can use the model to develop detailed financial projections for their own institution. Through practical tasks and case studies, the course will allow participants to improve their skills in using the Microfin model. Brief course content overview: Strategic planning - mission and market. Part one provides a brief overview of the key elements of strategic planning: articulating the mission and goals; defining markets and clients; analyzing the environment; performing an institutional assessment; and developing a strategy. In addition to its primary purpose as a management tool, a clear plan with well thought-out financial projections strengthens a microfinance institution's negotiating position with donors, banks, and other funders. Strategic planning - environment, operational planning, and financial modeling. Related Interests. These explain how to install the software, present printouts from the model, list data requirements, and provide an exercise on modeling lending activity. Although the Handbook for Business Planning and Financial Modeling is intended primarily for managers of MFIs, it can also serve as a key planning tool for other stakeholders of the institution, including other staff, board members, advisors, and funders. Loan losses and loan officer caseloads. Operational planning creates a framework for implementing the strategy, expressed concretely in detailed financial projections. Strategic planning determines the global goals of organizations, helps analyze the organization's ability to achieve these goals, and determines the strategy aimed at ensuring market outreach and profitability. Step-by-step projections are created from case study data using the Microfin model, an excel-based financial modeling tool developed expressly for microfinance institutions. Business planning and financial modeling for microfinance institutions : a handbook English Abstract Business planning for microfinance institutions can be understood as two closely related processes: strategic planning and operational planning.

Key assets and administrative costs. Step-by-step projections are created from case study data using the Microfin model, an excel-based financial modeling tool developed expressly for microfinance institutions.

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Business Planning and Financial Projections with Microfin