Take Action Networks & Associations Build an Action Plan

Build an Action Plan

As a network or association, you have a vital role to play in the Campaign.  You can take a leading role in educating your network members about the Client Protection Principles and providing assessments and workshops to help them embed the Principles into every facet of their operations.

The Smart Campaign is here to help you develop a robust action plan for guiding your members as they work to turn the Client Protection Principles into practice. Following are some of the ways The Smart Campaign can assist you.


Action Area
How The Smart Campaign Can Help
Network Orientation & Planning
  • Provide orientation workshops on The Smart Campaign and the Client Protection Principles at regional meetings
  • Help you design individual action plans with clear goals, action items, and oversight and metrics to track success

Outreach & Awareness Raising to Members
  • Provide support and templates for email communications with your members to inform and encourage endorsement
  • Distribute “Getting Started: A Client Protection Questionnaire for MFIs,” gather and analyze results.
  • Using the Questionnaire results, identify needed association workshops or trainings

Fnancial Institution Assessments
  • Train your organization’s Smart-Certified Assessor
  • Provide guidance for in-depth assessment of 5-6 network members (depending on assessor capacity)

Member Education/ Training
  • Provide the webinar series - “The Client Protection Principles in Depth” - with a guide to adapting it for your members
  • Deliver select topical trainings based on the MFI toolkit

To begin work on your action plan, please submit this form »

 
 

Putting the Principles into Practice

Want to learn more about how to implement the principles within your organization? Visit the tools and resources library »

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