The Getting Started Questionnaire helps microfinance institutions begin to investigate their client protection practices within their organization. Once an institution has received an introduction to the work of the campaign and client protection principles, answering this Questionnaire is the logical next step. The questionnaire is structured around the Client Protection Principles, each of which is accompanied by a list of statements about the institution's practices on that principle. The questionnaire provides a framework for evaluating a microfinance institution’s practices principle by principle, focusing on the 5-10 practices that are most important for determining how effective the organization’s systems are for embodying the principles. There are five categories of possible responses including: Strongly Agree, Agree, Neutral, Disagree, and Strongly Disagree. For each statement, the practitioner or assessor needs to evaluate the evidence from the MFI’s policies and staff interviews and determine which category most accurately represents the institution’s implementation of the statement.

The second worksheet of the Getting Started Questionnaire contains graphs to help the user more easily identify strong and weak practices as well as see which principles offer the institution its best opportunity to improve its client protection activities.

Upon completion of this questionnaire, The Smart Campaign asks that institutions respond to a few questions »

The Getting Started Questionnaire is one of two assessment tools available from The Smart Campaign. To learn more about these options, click here »

Download Getting Started Questionnaire (English) »
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Download Getting Started Questionnaire (Azeri) »