Standard Toolkit for Learning Centers Hosting Guide 1 – Senior Management Orientation MABS Learning Centers Training-Workshop

Standard Toolkit for Learning Centers: Hosting Guide 1 – Senior Management Orientation LC Guide 1: Senior Management Orientation Objective 1. To provide exposure and orientation to senior bank officials on bank microfinance operations 2. Visit and interview bank’s clients at their location Duration Methodology Lecture-Discussion; Observation and Interviews Training Materials MABS Video Presentation MABS Overview powerpoint presentation Information sheet of clients to be visited Equipment LCD/Overhead Projector Computer with Media Player Training Handout Slides Pages (3 to a page) from MABS Overview powerpoint presentation Program of Activities Information sheet of clients to be visited 1 day

Standard Toolkit for Learning Centers: Hosting Guide 1 – Senior Management Orientation ACTIVITIES: Program agenda For a Senior Management Orientation activity, the bank should present the following topics: a. Background on bank’s history in microfinance (particularly if the bank had a microfinance program prior to participation in MABS) b. MFU organization and management structure c. Lending policies and procedures d. Performance of the Microfinance Operations e. Problems encountered and lessons learned f. Future Plans

Standard Toolkit for Learning Centers: Hosting Guide 1 – Senior Management Orientation ACTIVITIES: Preparations for Client Visits Select at least 5 microfinance clients to visit. In selecting clients, include individuals who engage in diverse enterprises and select some clients who have been clients for a longer period of time. Prepare a summary or background information on the clients to be visited to share with visitors. Brief Account Officers who will accompany visitors on client visits.

Standard Toolkit for Learning Centers: Hosting Guide 1 – Senior Management Orientation ACTIVITIES: Discussion After presentations and client visits, facilitate a discussion of the participant's experiences and observations. Ensure that bank officers and microfinance personnel are present for this briefing to listen and to respond.