CASE STUDY
 
 

Trainer: The Trainer should now introduce the case study. The attendees are invited to work within their MFI/NGO groups. The case study should be conducted as follows:

  1. The attendees will calculate the PESO performance standards ratios.

  2. They will then analyze the results, and discuss what they mean.

  3. They will propose corrective actions.

  4. 1 or 2 groups will be invited to present their analysis, and findings, to the workshop.

  5. The overall exercise could take up to three hours, so the Trainer will need to plan accordingly.

 

Data to be used for the Case Study:

  CASASALA MICROFINANCE ORGANIZATION BALANCE SHEET   HORIZONS MICROFINANCE ASSOCIATION BALANCE SHEETS
  CASASALA MICROFINANCE ORGANIZATION INCOME AND EXPENSE STATEMENT   HORIZONS MICROFINANCE ASSOCIATION INCOME AND EXPENSE STATEMENT
  CASASALA MICROFINANCE ORGANIZATION PORTFOLIO DATA   HORIZONS MICROFINANCE ASSOCIATION PORTFOLIO DATA
  ANSWERS - Portfolio Quality   ANSWERS - Efficiency
  ANSWERS - Sustainability   ANSWERS - Outreach
  RATING SCORES    
 
 
 
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