1. Your Operations are Showing: LFA’s New Annual Review Vanessa Carter Luz Gomez

2. What We Heard “LFA members don’t want to sacrifice quality in service to clients in order to create more Campus MFIs.” “We care about Campus MFIs adding value to the communities they serve..”

3. What is a Member Annual Review? An assessment by LFA staff of programs of: model connection to community results

4. LFA Goals Ensure members strive for high quality service Provide feedback for improvement Cultivate a “learning” culture among members Process helps LFA collect enough info to “make the case” to supporters

5. What is a Member Annual Review? The focus is: Inclusion Improvement

6. Key Areas to Review Product/market fit Traction/scale Resource allocation Fundraising Financial management Infrastructure/database Customer experience & service quality Portfolio performance Reputation of organization in the community Outreach Legal Structure/Board Participation with LFA

7. Need to Hear from YOU What does quality & performance mean?

8. Benchmark/Comparisons New MDOs (<5 years old); median figures: # of loans disbursed8/year Portfolio at risk (>30 days)11% Loan Loss Rate4.5% # clients served38/year Low-income focused (80% HUD) 87% Training completion ratesn/a for young programs Avg Training hours2/client From www.microtracker.org; FY2013 Microenteprise Census Datawww.microtracker.org

9. Who Provides Feedback How Can Member Advisors Play a Role?

10. When’s the Right Time to Evaluate? Evaluations by Stage: Stage 1: startups. Are they using startup kit, develop a checklist of specific activities. Stage 2: young programs 1-2 yo. Stage 3: established programs >2 yo. Evaluate systems in place; traction; etc.

11. Next Steps Integrate feedback into plan Provide dates and timeline to members