Welcome to Scribd, the world's digital library. Read, publish, and share books and documents. See more
Standard view
Full view
of .
Look up keyword
Like this
0 of .
Results for:
No results containing your search query
P. 1
Business Planning and Financial Modeling for Microfinance Institutions

Business Planning and Financial Modeling for Microfinance Institutions

Ratings: (0)|Views: 3,914|Likes:
Published by tamibang

More info:

Published by: tamibang on Dec 11, 2007
Copyright:Attribution Non-commercial


Read on Scribd mobile: iPhone, iPad and Android.
download as PDF, TXT or read online from Scribd
See more
See less





Business Planning and Financial Modeling for Microfinance Institutions: A Handbook 
Tony Sheldon and Charles Waterfield CGAP Technical Tool Series No.2, November 1998
Among the technical tools that CGAP is developing for enhancing the capacity of microfinanceinstitutions (MFIs) is the
Business Planning and Financial Modeling for MFIs: A Handbook 
.The process of developing a business plan, and especially of creating detailed financial projections, helps institutions to understand factors that are key determinants of their success,such as the variables involved in designing financial products that both meet client needs andlead to institutional profitability. The business plan, and the financial projections becomeoperating tools for the managers of microfinance institutions by comparing actual results to projected figures, the institution can monitor its progress in achieving goals.The
 Business Planning and Financial Modeling for MFIs Handbook 
takes readers through the process of developing a business plan for a microfinance institution. Part 1 provides a brief overview of the key elements of strategic planning:
Articulating the missions and goals
Defining markets and clients
Analyzing the environment
Performing an institutional assessment
Developing a strategy.Part 2 covers the main elements of operational planning from the perspectives of developingdetailed financial projections. Step-by-step projections are created from case study data using the
model, an Excel-based financial modeling tool developed expressly for microfinanceinstitutions. The steps in operational planning and financial modeling include:
Defining financial products and services
Specifying marketing channels
Planning institutional resources and capacity
Developing a financing strategy
Analyzing financial projections and indicatorsThe
 Business Planning and Financial Modeling for MFIs Handbook’s
last chapter brieflydiscusses how to use the business plan and financial projections as ongoing management tools.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 institutions.Readers of the handbook and users of the financial model are assumed to have a basicunderstanding of and experience in several key areas, including credit methodologies, financialmanagement, and working with spreadsheet software.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 datarequirements, and provide an exercise on modeling lending activity.

Activity (34)

You've already reviewed this. Edit your review.
1 hundred reads
1 thousand reads
Nandah Htoon liked this
Alex Pham liked this
debs_dabbu liked this
siddhantkarpe liked this
bharathulavenki liked this
Qosim Oyelakin liked this

You're Reading a Free Preview

/*********** DO NOT ALTER ANYTHING BELOW THIS LINE ! ************/ var s_code=s.t();if(s_code)document.write(s_code)//-->