MATTS Index

These are direct links to documents and videos stored on this disc. To view other
documents and videos listed in the index, please insert the disc referenced.

A   B   C   D   E   F   G   H   I   J   K   L   M   N   O   P   Q   R   S   T   U   V   W   X   Y   Z

A

Category

Type

Location

About MABS

Introduction
HTML page
Introduction:
ToolKit for Banks Disc
Microfinance
HTML page
Introduction:
ToolKit for Banks Disc
MATTS
HTML page
Introduction:
ToolKit for Banks Disc
Participating Banks
HTML page
Introduction:
ToolKit for Banks Disc
Contact
HTML page
Introduction:
ToolKit for Banks Disc

MABS Overview Video (short)
Windows Media Video file
Microfinance Account Officers Training Course – Module 1
Specialized Courses:
ToolKit for Banks Disc

Activity-Based Costing

CGAP Activity-Based Costing Brochure
PDF file
Related Resources:
ToolKit for Banks Disc
Activity-Based Costing Exercise with Participating Bank
PDF file
Related Resources:
ToolKit for Banks Disc
Activity-Based Costing: Summary of Cost per Activity
presentation:
PowerPoint file
2nd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
B

Category

Type

Location

Bangko Sentral ng Pilipinas

BSP Circular 272
PDF file
Related Resources:
ToolKit for Banks Disc
BSP Notes on Microfinance
PDF file
Related Resources:
ToolKit for Banks Disc
BSP Circular 273
PDF file
Related Resources:
ToolKit for Banks Disc
BSP Circular 282
PDF file
Related Resources:
ToolKit for Banks Disc
BSP Circular 324
PDF file
Related Resources:
ToolKit for Banks Disc
BSP Circular 340
PDF file
Related Resources:
ToolKit for Banks Disc
BSP Circular 363
PDF file
Related Resources:
ToolKit for Banks Disc
BSP Circular 364
PDF file
Related Resources:
ToolKit for Banks Disc
BSP Circular 365
PDF file
Related Resources:
ToolKit for Banks Disc
BSP Circular 369
PDF file
Related Resources:
ToolKit for Banks Disc
BSP Circular 376
PDF file
Related Resources:
ToolKit for Banks Disc
BSP Circular 409
PDF file
Related Resources:
ToolKit for Banks Disc
BSP Circular 463
PDF file
Related Resources:
ToolKit for Banks Disc
BSP Circular 501
PDF file
Related Resources:
ToolKit for Banks Disc
BSP Circular 505
PDF file
Related Resources:
ToolKit for Banks Disc
BSP Circular 515
PDF file
Related Resources:
ToolKit for Banks Disc
BSP Update: Circular 409 and Future Direction of BSP Supervision
presentation:
PowerPoint file
2nd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Prospects for the Rural Banks in Microfinance in the Philippines
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
C

Category

Type

Location

Competition

Managing Competition: The Cantilan Bank, Inc. Experience
presentation:
PowerPoint file
3rd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Managing Competition: The Experience of FICO Bank
presentation:
PowerPoint file
3rd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Keeping Competition on Your Radar Screen
presentation:
PowerPoint file
Regional Roundtable Meetings
November 16 & 27, 2006
Conferences:
ToolKit for Banks Disc
D

Category

Type

Location

Delinquency Management

Session Guide: Zero Tolerance Against Delinquency
session guide: Word file
Loan Administration
& Management
Session 3
MABS Approach Modules:
ToolKit for Banks Disc
Understanding Delinquency
presentation:
PowerPoint file
Loan Administration
& Management
Session 3 – Lesson 1
MABS Approach Modules:
ToolKit for Banks Disc
Delinquency Prevention and Control
Document
Archive
Loan Administration
& Management
Session 3 – Lesson 2
MABS Approach Modules:
ToolKit for Banks Disc
Alarm Signal System: What to Do at the Onset of Delinquency
presentation:
PowerPoint file
Loan Administration
& Management
Session 3 – Lesson 3
MABS Approach Modules:
ToolKit for Banks Disc
Course Description: Management of Hardcore Delinquent Accounts
session guide: Word file
Management of Hardcore
Delinquent Accounts
Specialized Courses:
ToolKit for Banks Disc
Management of Delinquent Accounts: Suggested Course Schedule
session guide: Word file
Management of Hardcore
Delinquent Accounts
Specialized Courses:
ToolKit for Banks Disc
Training Framework
presentation:
PowerPoint file
Management of Hardcore
Delinquent Accounts
Module 1
Specialized Courses:
ToolKit for Banks Disc
What Drives Delinquency?
presentation:
PowerPoint file
Management of Hardcore
Delinquent Accounts
Module 2
Specialized Courses:
ToolKit for Banks Disc
Loan Portfolio Analysis
Document
Archive
Management of Hardcore
Delinquent Accounts
Module 3
Specialized Courses:
ToolKit for Banks Disc
Loan Write-Offs
Document
Archive
Management of Hardcore
Delinquent Accounts
Module 4
Specialized Courses:
ToolKit for Banks Disc
Organization of the Remedial Management Unit
Document
Archive
Management of Hardcore
Delinquent Accounts
Module 5
Specialized Courses:
ToolKit for Banks Disc
Remedial Management: Debt Recovery Program
presentation:
PowerPoint file
Management of Hardcore
Delinquent Accounts
Module 6
Specialized Courses:
ToolKit for Banks Disc
Legal Action: Practical Approaches in Litigation
presentation:
PowerPoint file
Management of Hardcore
Delinquent Accounts
Module 7
Specialized Courses:
ToolKit for Banks Disc
Remedial / Delinquency Management for Microfinance Operations
presentation:
PowerPoint file
Regional Roundtable Meetings
September 5, 2003
Conferences:
ToolKit for Banks Disc
Delinquency Exercise for Senior Management
exercise:
Word file
Regional Roundtable Meetings
October 19 & 26, 2005
Conferences:
ToolKit for Banks Disc
Answers to Delinquency Exercise
exercise:
Word file
Regional Roundtable Meetings
October 19 & 26, 2005
Conferences:
ToolKit for Banks Disc
Understanding Delinquency
presentation:
PowerPoint file
Regional Roundtable Meetings
October 19 & 26, 2005
Conferences:
ToolKit for Banks Disc
Causes of Delinquency: Lessons from the MABS Field Visits
presentation:
PowerPoint file
Regional Roundtable Meetings
October 19 & 26, 2005
Conferences:
ToolKit for Banks Disc
Costs of Delinquency
presentation:
PowerPoint file
Regional Roundtable Meetings
October 19 & 26, 2005
Conferences:
ToolKit for Banks Disc
Compliance to Policy Review
presentation:
PowerPoint file
Regional Roundtable Meetings
October 19 & 26, 2005
Conferences:
ToolKit for Banks Disc
Loan Portfolio Analysis
presentation:
PowerPoint file
Regional Roundtable Meetings
October 19 & 26, 2005
Conferences:
ToolKit for Banks Disc
Guidelines for PAR Analysis
presentation:
PowerPoint file
Regional Roundtable Meetings
October 19 & 26, 2005
Conferences:
ToolKit for Banks Disc
Mindanao Banks Delinquency Action Plan
Word file
Regional Roundtable Meetings
October 19 & 26, 2005
Conferences:
ToolKit for Banks Disc
Microfinance Loan Restructuring Policies and Procedures (August 2005)
Word file
Regional Roundtable Meetings
October 19 & 26, 2005
Conferences:
ToolKit for Banks Disc
Guidelines on Microfinance Loan Write-off Policies & Procedures (September 2005)
Word file
Regional Roundtable Meetings
October 19 & 26, 2005
Conferences:
ToolKit for Banks Disc
Delinquency Hurts: The Experience of Rural Bank of Sto. Tomas
PDF file
4th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Managing Hardcore Delinquent Accounts
PDF file
4th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc

Disaster Management

Disaster Preparedness and Management
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Disaster Preparedness and Management
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
The Experience of Rural Bank of Mabitac with Typhoon Winnie
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Surviving Disaster
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Surviving Disasters and Supporting Recovery: A Guidebook for Microfinance Institutions
PDF file
Related Resources:
ToolKit for Banks Disc
A Case Study of Response Measures by Rural Banks in the Aftermath of a Super Typhoon
PDF file
Related Resources:
ToolKit for Banks Disc
E

Category

Type

Location

Efficiency & Profitability

Increasing the Efficiency and Profitability of Rural Banks through Activity-Based Costing
presentation:
PowerPoint file
2nd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Balancing Market-driven Products with Efficiency
presentation:
PowerPoint file
3rd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
I

Category

Type

Location

Incentive Schemes

International Experience with Staff Incentives in Microfinance
presentation:
PowerPoint file
2004 Regional
Roundtable Conferences
Conferences:
ToolKit for Banks Disc
Performance Based Incentive Systems for Microfinance Operations of Rural Banks
presentation:
PowerPoint file
2004 Regional
Roundtable Conferences
Conferences:
ToolKit for Banks Disc
Benefits & Returns of Having a Personnel Incentive Scheme
presentation:
PowerPoint file
2004 Regional
Roundtable Conferences
Conferences:
ToolKit for Banks Disc
MABS Recommended Incentive Scheme
presentation:
PowerPoint file
2004 Regional
Roundtable Conferences
Conferences:
ToolKit for Banks Disc
Creating Effective Employee Incentives
presentation:
PowerPoint file
Regional Roundtable Meetings
June 29, 2005
Conferences:
ToolKit for Banks Disc
MABS Incentive Scheme Instructional Guide
presentation:
PowerPoint file
Regional Roundtable Meetings
June 29, 2005
Conferences:
ToolKit for Banks Disc
Staff Incentive Scheme User Guide
materials:
Word file
Regional Roundtable Meetings
June 29, 2005
Conferences:
ToolKit for Banks Disc
MFU Staff Incentive Template
materials:
Excel file
Regional Roundtable Meetings
June 29, 2005
Conferences:
ToolKit for Banks Disc
Sample Staff Incentive Computation
materials:
Excel file
Regional Roundtable Meetings
June 29, 2005
Conferences:
ToolKit for Banks Disc
Staff Incentive Scheme for Individual Loan Product
materials:
Word file
Regional Roundtable Meetings
June 29, 2005
Conferences:
ToolKit for Banks Disc
Guidelines for Computing the Indirect Costs in Microfinance Incentive Scheme
materials:
Word file
Regional Roundtable Meetings
June 29, 2005
Conferences:
ToolKit for Banks Disc
Technical Note: Creating Effective Employee Incentives
materials:
Word file
Regional Roundtable Meetings
June 29, 2005
Conferences:
ToolKit for Banks Disc
Designing a Performance-based Incentive Remuneration System for Microfinance
handout:
Word file
Regional Roundtable Meetings
November 16 & 27, 2006
Conferences:
ToolKit for Banks Disc
Performance-Based Incentive Schemes for Microfinance Operations of Rural Banks
PDF file
Related Resources:
ToolKit for Banks Disc
Creating Effective Employee Incentives
PDF file
Related Resources:
ToolKit for Banks Disc

Insurance

Presentation on Micro Insurance Product
presentation:
PowerPoint file
2004 Regional
Roundtable Conferences
Conferences:
ToolKit for Banks Disc

Interest Rates

Effective Interest Rate
Document
Archive
Product Development
Session 4
MABS Approach Modules:
ToolKit for Banks Disc

Internal Control

Lending Procedures & Internal Control
Document
Archive
Product Development
Session 6
MABS Approach Modules:
ToolKit for Banks Disc
Detecting and Controlling Fraud
presentation:
PowerPoint file
Regional Roundtable Meetings
September 5, 2003
Conferences:
ToolKit for Banks Disc
Improving Internal Controls for Rural Banks Involved in Microfinance
presentation:
PowerPoint file
3rd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
L

Category

Type

Location

Loan Administration & Management

Module Description: Loan Administration & Management
session guide:
Word file
Loan Administration
& Management
MABS Approach Modules:
ToolKit for Banks Disc
How to Conduct a Credit and Background Investigation
Windows Media Video file
Loan Administration
& Management
Instructional Videos
MABS Approach Modules:
ToolKit for Banks Disc
How to Do Cash Flow Analysis
Windows Media Video file
Loan Administration
& Management
Instructional Videos
MABS Approach Modules:
ToolKit for Banks Disc
Tips on Conducting an Effective Credit Committee Meeting
Windows Media Video file
Loan Administration
& Management
Instructional Videos
MABS Approach Modules:
ToolKit for Banks Disc
Overview of Loan Management & Orientation
Document
Archive
Loan Administration
& Management – Session 1
MABS Approach Modules:
ToolKit for Banks Disc
Session Guide: Overview of Client Selection
session guide:
Word file
Loan Administration
& Management – Session 2
MABS Approach Modules:
ToolKit for Banks Disc
Overview of Client Selection
Document
Archive
Loan Administration
& Management
Session 2 – Lesson 1
MABS Approach Modules:
ToolKit for Banks Disc
The Loan Application
Document
Archive
Loan Administration
& Management
Session 2 – Lesson 2
MABS Approach Modules:
ToolKit for Banks Disc
How to Prepare & Analyze the CIBI Report
Document
Archive
Loan Administration
& Management
Session 2 – Lesson 3
MABS Approach Modules:
ToolKit for Banks Disc
What is Cash Flow Lending?
Document
Archive
Loan Administration
& Management
Session 2 – Lesson 4
MABS Approach Modules:
ToolKit for Banks Disc
Preparing the Client’s Cash Flow
Document
Archive
Loan Administration
& Management
Session 2 – Lesson 5
MABS Approach Modules:
ToolKit for Banks Disc
Cash Flow Techniques
Document
Archive
Loan Administration
& Management
Session 2 – Lesson 6
MABS Approach Modules:
ToolKit for Banks Disc
Product Performance Monitoring
Document
Archive
Loan Administration
& Management – Session 4
MABS Approach Modules:
ToolKit for Banks Disc
Measuring Client Drop-out
Document
Archive
Loan Administration
& Management – Session 5
MABS Approach Modules:
ToolKit for Banks Disc
Staff Performance Evaluation
Document
Archive
Loan Administration
& Management – Session 6
MABS Approach Modules:
ToolKit for Banks Disc
The Credit Scoring Tool: The Experience of First Macro Bank
PDF file
4th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Another Look at Character-Based Lending
PDF file
4th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Speaker’s Note for Another Look at Character-Based Lending
PDF file
4th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Client Retention or Desertion?
presentation:
PowerPoint file
Regional Roundtable Meetings
November 16 & 27, 2006
Conferences:
ToolKit for Banks Disc
Monitoring Client Dropouts: Formula for Computing Dropout Rate
presentation:
PowerPoint file
Regional Roundtable Meetings
November 16 & 27, 2006
Conferences:
ToolKit for Banks Disc
Hand-out: Short Exit Interview Form
handout:
Word file
Regional Roundtable Meetings
November 16 & 27, 2006
Conferences:
ToolKit for Banks Disc
M

Category

Type

Location

Management Information Systems: General

MIS Gap Analysis
Document
Archive
Product Development
Session 8
MABS Approach Modules:
ToolKit for Banks Disc
MIS Reports
Document
Archive
Product Development
Session 9
MABS Approach Modules:
ToolKit for Banks Disc
Financial Projections
Document
Archive
Product Development
Session 10
MABS Approach Modules:
ToolKit for Banks Disc

Management Information Systems: Software & Applications

1st RB2000 Users Conference
Document
Archive
RB2000 Banking Software
Technology:
ToolKit for Banks Disc
2nd RB2000 Users Conference
Document
Archive
RB2000 Banking Software
Technology:
ToolKit for Banks Disc
3rd RB2000 Users Conference
Document
Archive
RB2000 Banking Software
Technology:
ToolKit for Banks Disc
4th RB2000 Users Conference
Document
Archive
RB2000 Banking Software
Technology:
ToolKit for Banks Disc
Personal Digital Assistant (PDA) Loan Collection System
presentation:
PDF file
Personal Digital Assistant
Technology:
ToolKit for Banks Disc
Personal Digital Assistant (PDA) User’s Guides
manual:
PDF file
Personal Digital Assistant
Technology:
ToolKit for Banks Disc
Process Flow: Using the Personal Digital Assistant (PDA)
manual:
PDF file
Personal Digital Assistant
Technology:
ToolKit for Banks Disc
How to Manage Loan Collection Using the Personal Digital Assistant (WMV)
Windows Media Video file
Personal Digital Assistant
Technology:
ToolKit for Banks Disc
RB 2000 Updates
presentation:
PowerPoint file
2nd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc

Market Research

Market Research Module Description
session guide:
Word file
Market Research
MABS Approach Modules:
ToolKit for Banks Disc
Market Research Action Plan Table
tool:
Word file
Market Research
MABS Approach Modules:
ToolKit for Banks Disc
Overview of Market Research
Document
Archive
Market Research – Session 1
MABS Approach Modules:
ToolKit for Banks Disc
Determining the Size of the Market
Document
Archive
Market Research – Session 2
MABS Approach Modules:
ToolKit for Banks Disc
Data Gathering & Area Mapping
Document
Archive
Market Research – Session 3
MABS Approach Modules:
ToolKit for Banks Disc
Market Survey
Document
Archive
Market Research – Session 4
MABS Approach Modules:
ToolKit for Banks Disc
Data Processing & Analysis
Document
Archive
Market Research – Session 5
MABS Approach Modules:
ToolKit for Banks Disc
Focus Group Discussion Tool (FGD)
Document
Archive
Market Research – Session 6
MABS Approach Modules:
ToolKit for Banks Disc
Worksheet: Determining the Size of Your Market Using Secondary Data
handout:
Word file
Regional Roundtable Meetings
November 16 & 27, 2006
Conferences:
ToolKit for Banks Disc

Marketing & Customer Service

Course Description: Marketing & Service Quality
session guide:
Word file
Marketing & Service Quality
Specialized Courses:
ToolKit for Banks Disc
Marketing & Service Quality Training Framework
session guide:
Word file
Marketing & Service Quality
Specialized Courses:
ToolKit for Banks Disc
Overview of Marketing
Document
Archive
Marketing & Service Quality
Module 1
Specialized Courses:
ToolKit for Banks Disc
Relationship Marketing and Service Quality
Document
Archive
Marketing & Service Quality
Module 3
Specialized Courses:
ToolKit for Banks Disc
Marketing Examples from Commercial Banks Expanding Microfinance Outreach – ACCION International
PDF file
4th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Market Segmentation & Marketing Advice for Rural Banks in the Philippines
PDF file
4th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Who Said Market Intelligence is Key to Client Loyalty and Competitive Advantage?
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc

MFU Organization & Management

Microfinance Unit Organization & Management
Document
Archive
Product Development
Session 7
MABS Approach Modules:
ToolKit for Banks Disc
The Kapatagan Valley Bank Experience
presentation:
PowerPoint file
3rd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
The Green Bank Experience
presentation:
PowerPoint file
3rd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
The Right Organizational Fit for Microfinance: Insights from Field Experiences
PDF file
4th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Building Effective and Efficient Microfinance Staff
presentation:
PowerPoint file
Regional Roundtable Meetings
November 16 & 27, 2006
Conferences:
ToolKit for Banks Disc

Micro-Agri Product

Micro-Agri Product Course Description
session guide:
Word file
Micro-Agri Product
Module Learning Sessions
Specialized Courses:
ToolKit for Banks Disc
Micro-Agri Product Training Program
session guide:
Word file
Micro-Agri Product
Module Learning Sessions
Specialized Courses:
ToolKit for Banks Disc
Generic Micro-Agri Product Manual
manual:
Word file
Micro-Agri Product
Module Learning Sessions
Specialized Courses:
ToolKit for Banks Disc
Micro-Agri Product Workplan
tool:
Excel file
Micro-Agri Product
Module Learning Sessions
Specialized Courses:
ToolKit for Banks Disc
Getting a Handle of Agricultural Lending
Document
Archive
Micro-Agri Product
Module Learning Sessions
Module 1 – Session 1
Specialized Courses:
ToolKit for Banks Disc
Product Development Process
Document
Archive
Micro-Agri Product
Module Learning Sessions
Module 1 – Session 2
Specialized Courses:
ToolKit for Banks Disc
Making Microfinance Work for Small Farmers
Document
Archive
Micro-Agri Product
Module Learning Sessions
Module 1 – Session 3
Specialized Courses:
ToolKit for Banks Disc
Micro-Agri Loan Product Features
Document
Archive
Micro-Agri Product
Module Learning Sessions
Module 2 – Session 1
Specialized Courses:
ToolKit for Banks Disc
Micro-Agri Loan Process & Procedures
Document
Archive
Micro-Agri Product
Module Learning Sessions
Module 2 – Session 2
Specialized Courses:
ToolKit for Banks Disc
Overview of Client Selection
Document
Archive
Micro-Agri Product
Module Learning Sessions
Module 3
Specialized Courses:
ToolKit for Banks Disc
New Loan Application: Format & Analysis
Document
Archive
Micro-Agri Product
Module Learning Sessions
Module 4 – Session 1
Specialized Courses:
ToolKit for Banks Disc
CIBI Report: Format & Analysis
Document
Archive
Micro-Agri Product
Module Learning Sessions
Module 4 – Session 2
Specialized Courses:
ToolKit for Banks Disc
Preparing the Client’s Non-Farm Cash Flow
Document
Archive
Micro-Agri Product
Module Learning Sessions
Module 5 – Session 1
Specialized Courses:
ToolKit for Banks Disc
Micro-Agri Product 60/40 Cash Flow
Document
Archive
Micro-Agri Product
Module Learning Sessions
Module 5 – Session 2
Specialized Courses:
ToolKit for Banks Disc
MAP Loan Reports
Document
Archive
Micro-Agri Product
Module Learning Sessions
Module 6
Specialized Courses:
ToolKit for Banks Disc
Micro Agri Loan in a Competitive Market: The Experience of Valiant Bank
presentation:
PDF file
Micro-Agri Product
Rural Bank Testimonials
Specialized Courses:
ToolKit for Banks Disc
Preventing & Managing Delinquency in Farm Credit: The Experience of Cantilan Bank
presentation:
PDF file
Micro-Agri Product
Rural Bank Testimonials
Specialized Courses:
ToolKit for Banks Disc
Key Success Factors & Challenges in Operating a Micro Agri Loan Product: The Experience of 1st Valley Bank
presentation:
PDF file
Micro-Agri Product
Rural Bank Testimonials
Specialized Courses:
ToolKit for Banks Disc
Micro-Agri Loan Product: Results of Pilot Test
reference:
PDF file
3rd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Micro-Agri Loan Product: Results from the Field
reference:
PDF file
4th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Microfinance and Agriculture: Will it Work?
reference:
PDF file
Micro-Agri Product
Specialized Courses:
ToolKit for Banks Disc
Synthesis of Findings & Observations: View from the Field
reference:
PDF file
Micro-Agri Product
Specialized Courses:
ToolKit for Banks Disc
Applying the MABS Approach to Micro Agricultural Loan Products
reference:
Word file
Micro-Agri Product
Specialized Courses:
ToolKit for Banks Disc

MIX, The

Benchmarking Microfinance in the Philippines (Matt Graham, The MIX)
presentation:
PowerPoint file
2nd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Improving Microfinance Operations through Financial Transparency
presentation:
PowerPoint file
3rd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Promoting Financial Transparency
PDF file
4th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
MIX: Promoting Information Exchange in the Microfinance Industry
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
The Valiant Bank Experience
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
MIX Market Fact Sheet
Word file
Papers and Policy
Related Resources:
ToolKit for Banks Disc
The MIX: Benchmarking Asian Finance 2005
PDF file
Papers and Policy
Related Resources:
ToolKit for Banks Disc

Mobile Phone Banking

Orientation to Mobile Phone Banking
Document
Archive
Mobile Phone Banking
Technology:
ToolKit for Banks Disc
Administration & Security
Document
Archive
Mobile Phone Banking
Technology:
ToolKit for Banks Disc
Cash-In Cash-Out
Document
Archive
Mobile Phone Banking
Technology:
ToolKit for Banks Disc
Text-a-Deposit
Document
Archive
Mobile Phone Banking
Technology:
ToolKit for Banks Disc
Text-a-Payment: Presentations
Document
Archive
Mobile Phone Banking
Technology:
ToolKit for Banks Disc
Text-a-Payment: Handouts
Document
Archive
Mobile Phone Banking
Technology:
ToolKit for Banks Disc
Text-a-Payment: Exercises
PDF file
Mobile Phone Banking
Technology:
ToolKit for Banks Disc
Text-a-Payment: Manuals
Document
Archive
Mobile Phone Banking
Technology:
ToolKit for Banks Disc
Text-a-Payment: Tools
Document
Archive
Mobile Phone Banking
Technology:
ToolKit for Banks Disc
Text-a-Withdrawal
Document
Archive
Mobile Phone Banking
Technology:
ToolKit for Banks Disc
G-Cash: A Potential Tool for Rural Banks
presentation:
PowerPoint file
3rd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
The Next Wave of Progressive Rural Banking with G-Cash
PDF file
4th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Technological Innovations: Text-a-Payment & Other Mobile Phone Banking Applications
PDF file
4th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Expanding Microfinance and Banking Services in the Countryside: Mobile Phone Banking and Mobile Commerce
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Advise & Pay Remittance
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Mobile Phone Banking – The 1st Valley Bank Experience
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Mobile Phone Banking and Mobile Commerce: Experiences from the Field
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
O

Category

Type

Location

Operations Review

Module Description: Operations Review
session guide:
Word file
MABS Approach Modules:
ToolKit for Banks Disc
Operations Review Materials
Document
Archive
MABS Approach Modules:
ToolKit for Banks Disc
P

Category

Type

Location

Performance Monitoring

MABS 2005 Performance Monitoring System Module Guide
session guide:
Word file
MABS Approach Modules:
ToolKit for Banks Disc
MABS Performance Monitoring System Module Training Schedule
session guide:
Word file
MABS Approach Modules:
ToolKit for Banks Disc
MABS-Performance Monitoring System: Module Learning Sessions & Tool
Document
Archive
(includes M-PMS installers)
MABS Approach Modules:
ToolKit for Banks Disc

Performance Standards: EAGLE

EAGLE Rating
Document
Archive
MABS Approach Modules:
ToolKit for Banks Disc
The EAGLE Report Card
PDF file
4th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
EAGLE Compliance Certification
PDF file
4th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc

Product Development: General

Product Development Module Description
session guide:
Word file
MABS Approach Modules:
ToolKit for Banks Disc
Overview
Document
Archive
Product Development
Session 1
MABS Approach Modules:
ToolKit for Banks Disc
Product Development Process
Document
Archive
Product Development
Session 2
MABS Approach Modules:
ToolKit for Banks Disc
Session Guide: Loan Product Features
session guide:
Word file
Product Development
Session 3
MABS Approach Modules:
ToolKit for Banks Disc
Determining Loan Product Features
presentation:
PowerPoint file
Product Development
Session 3
MABS Approach Modules:
ToolKit for Banks Disc
Loan Product Features – Seven Bank Samples
presentation:
PowerPoint file
Product Development
Session 3
MABS Approach Modules:
ToolKit for Banks Disc
Market Survey Results and Implication for Product Design
presentation:
PowerPoint file
Product Development
Session 3
MABS Approach Modules:
ToolKit for Banks Disc
Microfinance Product Features Worksheet
tool:
Word file
Product Development
Session 3
MABS Approach Modules:
ToolKit for Banks Disc
Preparing the Product Concept Paper
reference:
Word file
Product Development
Session 3
MABS Approach Modules:
ToolKit for Banks Disc
Focus Group Discussion
Document
Archive
Product Development
Session 5
MABS Approach Modules:
ToolKit for Banks Disc

Product Development: Group Loan

Sample Group Loan Manual
Document
Archive
Product Development
Session 3
MABS Approach Modules:
ToolKit for Banks Disc

Product Development: Individual Loan

Sample Individual Loan Manual
Document
Archive
Product Development
Session 3
MABS Approach Modules:
ToolKit for Banks Disc
R

Category

Type

Location

Roundtables: General Updates

More, Better, Faster: Efficiency and MABS Participating Banks
presentation:
PowerPoint file
2nd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Simple Steps Bank Can Take to Improve Efficiency in Microfinance Operations
presentation:
PowerPoint file
2nd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Micro-Agri: Results from the Field
PDF file
4th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc

Roundtables: Regional NRTs-General

Participating Banks Performance Trends
presentation:
PowerPoint file
Regional Roundtable Meetings
September 5, 2003
Conferences:
ToolKit for Banks Disc
Luzon Participating Banks Performance Trends
presentation:
PowerPoint file
2004 Regional
Roundtable Conferences
Conferences:
ToolKit for Banks Disc
Mindanao Participating Banks Performance Trends
presentation:
PowerPoint file
2004 Regional
Roundtable Conferences
Conferences:
ToolKit for Banks Disc
Luzon-Visayas MABS Participating Banks: Mid-Year EAGLE Ratings
presentation:
PowerPoint file
2004 Regional
Roundtable Conferences
Conferences:
ToolKit for Banks Disc
Mindanao MABS Participating Banks: Mid-Year EAGLE Ratings
presentation:
PowerPoint file
2004 Regional
Roundtable Conferences
Conferences:
ToolKit for Banks Disc
MABS Participating Banks Status Report: Luzon and Visayas
presentation:
PowerPoint file
Regional Roundtable Meetings
October 19 & 26, 2005
Conferences:
ToolKit for Banks Disc
MABS Participating Banks Status Report: Mindanao
presentation:
PowerPoint file
Regional Roundtable Meetings
October 19 & 26, 2005
Conferences:
ToolKit for Banks Disc

Roundtables: 1st NRT-General

MABS Program Status and Future Direction
presentation:
PowerPoint file
1st National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Trends in Participating Banks’ Performance
presentation:
PowerPoint file
1st National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
MABS Best Practices Compliance Certificate & EAGLE Rating
presentation:
PowerPoint file
1st National
Roundtable Conference
Conferences:
ToolKit for Banks Disc

Roundtables: 2nd NRT-General

MABS Status and Future Directions: March 29-30, 2004
presentation:
PowerPoint file
2nd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Performance: Trends, Snapshots EAGLE Rating (2004)
presentation:
PowerPoint file
2nd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
EAGLE Indicators
presentation:
PowerPoint file
2nd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
MABS EAGLE Rating
Excel file
2nd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Sample EAGLE Rating Report Card
Excel file
2nd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
BOLIVIA: Microfinance Development Overview
presentation:
PowerPoint file
2nd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
BOLIVIA: Market Segmentation Presentation
presentation:
PowerPoint file
2nd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
BOLIVIA: Innovative Solutions for Delivering Financial Services
presentation:
PowerPoint file
2nd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
MABS-assisted Product: Update and Recommendations
presentation:
PowerPoint file
2nd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Mechanics for Action Planning with MABS Participating Banks
presentation:
PowerPoint file
2nd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc

Roundtables: 3rd NRT-General

MABS Program Status and Future Plans
presentation:
PowerPoint file
3rd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Banks’ Performance and EAGLE Rating (2005)
presentation:
PowerPoint file
3rd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Managing Growth: A Framework for Microfinance Operations
presentation:
PowerPoint file
3rd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Stages in the Development of Microfinance Institutions
Word file
3rd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
CARD Bank: Transitioning to Individual Loan Product
presentation:
PowerPoint file
3rd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Becoming a Microfinance-Oriented Institution: The Vision of New Rural Bank of Victorias
presentation:
PowerPoint file
3rd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Indonesia Study Visit: Sharing Lessons and Observations
presentation:
PowerPoint file
3rd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc

Roundtables: 4th NRT-General

Pursuing Branch & Geographic Expansion: The Fundamentals Still Count
PDF file
4th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc

Roundtables: 5th NRT-General

MABS Updates and Future Directions
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
MABS Participating Banks’ Performance and EAGLE Standards
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Financial Inclusion 2015: Four Scenarios for the Future of Microfinance
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Adding Value to Financial Services to Manage Risks
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Doing Well by Doing Good: The Bangko Kabayan Experience
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Doing Well by Doing Good: Green Bank’s Experience in Making Inroads towards Expanding Microfinance Services
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Doing Well by Doing Good: The RB Sto. Tomas Experience
PDF file
5th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
S

Category

Type

Location

Savings Mobilization

Module Description: Savings Mobilization
session guide:
Word file
MABS Approach Modules:
ToolKit for Banks Disc
Savings Mobilization: Module Preparatory Materials
Document
Archive
MABS Approach Modules:
ToolKit for Banks Disc
Introduction
Document
Archive
Savings Mobilization
Session 1
MABS Approach Modules:
ToolKit for Banks Disc
Diagnostics
Document
Archive
Savings Mobilization
Session 2
MABS Approach Modules:
ToolKit for Banks Disc
Product Development Process
Document
Archive
Savings Mobilization
Session 3
MABS Approach Modules:
ToolKit for Banks Disc
Market Research
Document
Archive
Savings Mobilization
Session 4
MABS Approach Modules:
ToolKit for Banks Disc
Developing the Product Concept
Document
Archive
Savings Mobilization
Session 5
MABS Approach Modules:
ToolKit for Banks Disc
How to Cost and Price the Product
Document
Archive
Savings Mobilization
Session 6
MABS Approach Modules:
ToolKit for Banks Disc
Product Pilot Test
Document
Archive
Savings Mobilization
Session 7
MABS Approach Modules:
ToolKit for Banks Disc
Strategic Marketing for Savings Mobilization
Document
Archive
Savings Mobilization
Session 8
MABS Approach Modules:
ToolKit for Banks Disc
Target Setting
Document
Archive
Savings Mobilization
Session 9
MABS Approach Modules:
ToolKit for Banks Disc
Action Planning
Document
Archive
Savings Mobilization
Session 10
MABS Approach Modules:
ToolKit for Banks Disc
Trends & Innovations in Savings Mobilization
presentation:
PowerPoint file
3rd National
Roundtable Conference
Conferences:
ToolKit for Banks Disc

Senior Management Orientation

Senior Management Orientation Module Description
session guide:
Word file
MABS Approach Modules:
ToolKit for Banks Disc
Institutional Assessment Handout
tool:
Word file
MABS Approach Modules:
ToolKit for Banks Disc
Exposure Visits to Participating Banks
HTML page
Senior Management
Orientation
MABS Approach Modules:
ToolKit for Banks Disc
Senior Management Orientation: Module Learning Sessions
Document
Archive
Senior Management
Orientation
MABS Approach Modules:
ToolKit for Banks Disc

Strategic Planning

Strategic Planning for Banks with Microfinance Operations: User’s Handbook
manual:
Word file
Strategic Planning
Specialized Courses:
ToolKit for Banks Disc
Pre-Planning Tools
Document
Archive
Strategic Planning
Specialized Courses:
ToolKit for Banks Disc
Strategic Planning Workshop Tools
Document
Archive
Strategic Planning
Specialized Courses:
ToolKit for Banks Disc
Presentations
Document
Archive
Strategic Planning
Specialized Courses:
ToolKit for Banks Disc
Sample Strategic Planning Workshop Outputs
Document
Archive
Strategic Planning
Specialized Courses:
ToolKit for Banks Disc
Choosing Strategic Options for Microfinance Operations
presentation:
PowerPoint file
Strategic Planning
Specialized Courses:
ToolKit for Banks Disc

Supervisors’ Forum: 2002

Mindanao Supervisors’ Forum
July 23-24, 2002 & October 28-29, 2002
Theme: Efficiency, Competition and Review of Operations
Document
Archive
Conferences:
ToolKit for Banks Disc

Supervisors’ Forum: 2003

Mindanao Supervisors’ Forum
November 19-20, 2003
Theme: Scaling up Operations Through Strategic Marketing & Effective Sales
Document
Archive
Conferences:
ToolKit for Banks Disc

Supervisors’ Forum: 2004

Luzon Supervisors’ Forum
June 22 & 23, 2004
Theme: Creating an Effective Work Environment
Document
Archive
Conferences:
ToolKit for Banks Disc
Mindanao Supervisors’ Forum
August 24-25, 2004
Theme: Operations Review: Marketing & Sales Skills
Document
Archive
Conferences:
ToolKit for Banks Disc

Supervisors’ Forum: 2005

Supervisors’ Forums
Luzon: July 20-21, 2005
Mindanao: August 4-5, 2005
Theme: Enhancing Customer Loyalty & Measuring Client Dropout
Document
Archive
Conferences:
ToolKit for Banks Disc
Luzon Supervisors’ Forum
March 11-12, 2005
Theme: Enhancing Customer Loyalty & Measuring Client Dropout
Document
Archive
Conferences:
ToolKit for Banks Disc

Supervisors’ Forum: 2006

Mindanao Supervisors’ Forum
April 6-7, 2006
Theme: Delinquency Management, Marketing and Customer Service
Document
Archive
Conferences:
ToolKit for Banks Disc
T

Category

Type

Location

Training: Account Officers

Microfinance Account Officers Training Course Guide
session guide:
Word file
Specialized Courses:
ToolKit for Banks Disc
Session Guide: Basic Concepts of Financial Intermediation
session guide:
Word file
Microfinance Account Officers
Training Course
Module 1 – Section 1
Specialized Courses:
ToolKit for Banks Disc
Basic Concepts of Financial Intermediation
presentation:
PowerPoint file
Microfinance Account Officers
Training Course
Module 1 – Section 1
Specialized Courses:
ToolKit for Banks Disc
Mini Cases on Financial Intermediation
exercise:
Word file
Microfinance Account Officers
Training Course
Module 1 – Section 1
Specialized Courses:
ToolKit for Banks Disc
Name Tags for Role Play Participants
exercise:
PowerPoint file
Microfinance Account Officers
Training Course
Module 1 – Section 1
Specialized Courses:
ToolKit for Banks Disc
Money Cut-outs for Role Play
exercise:
PowerPoint file
Microfinance Account Officers
Training Course
Module 1 – Section 1
Specialized Courses:
ToolKit for Banks Disc
Microfinance Best Practices
Document
Archive
Microfinance Account Officers
Training Course
Module 1 – Section 2
Specialized Courses:
ToolKit for Banks Disc
Guide to Sessions 1-3 of Module 2: Client Selection
session guide:
Word file
Microfinance Account Officers
Training Course – Module 2
Specialized Courses:
ToolKit for Banks Disc
Guide to Sessions 4-6 of Module 2: Client Selection
session guide:
Word file
Microfinance Account Officers
Training Course – Module 2
Specialized Courses:
ToolKit for Banks Disc
Guide to Sessions 1-3 of Delinquency Management
session guide:
Word file
Microfinance Account Officers
Training Course – Module 3
Specialized Courses:
ToolKit for Banks Disc
Session Guide: Improving the Sales Skills of Account Officers
session guide:
Word file
Microfinance Account Officers
Training Course – Module 4
Specialized Courses:
ToolKit for Banks Disc
Improving the Sales Skills of Account Officers
Document
Archive
Microfinance Account Officers
Training Course
Module 4 – Section 1
Specialized Courses:
ToolKit for Banks Disc

Training: General

Learning Centers and MABSters as Service Providers
PDF file
1st National
Roundtable Conference
Conferences:
ToolKit for Banks Disc
Investing in Staff Training Using Online Distance Learning
PDF file
4th National
Roundtable Conference
Conferences:
ToolKit for Banks Disc

Training: Learning Centers

Standard ToolKit for Learning Centers
manual:
Word file
Technical Training Resources:
ToolKit for Banks Disc
Learning Centers: Presentations
Document
Archive
Technical Training Resources:
ToolKit for Banks Disc
Learning Centers: Tools
Document
Archive
Technical Training Resources:
ToolKit for Banks Disc
Sample Bank Presentation
presentation:
PowerPoint file
Technical Training Resources:
ToolKit for Banks Disc

Training: MABSTeRS

(MABSTeRS) Training-Workshop Description
session guide:
Word file
Technical Training Resources:
ToolKit for Banks Disc
Introduction & Overview of MABSTeRS
Document
Archive
Technical Training Resources:
ToolKit for Banks Disc
Trainer’s Guide: Basic Concepts of Financial Intermediation
session guide:
PowerPoint file
The MABSTeRS Training &
Accreditation Program – Module 1
Technical Training Resources:
ToolKit for Banks Disc
Trainer’s Guide: Microfinance Best Practices
session guide:
PowerPoint file
The MABSTeRS Training &
Accreditation Program – Module 1
Technical Training Resources:
ToolKit for Banks Disc
Trainer’s Guide: Overview of Client Selection
session guide:
PowerPoint file
The MABSTeRS Training &
Accreditation Program – Module 2
Technical Training Resources:
ToolKit for Banks Disc
Trainer’s Guide: The Loan Application Process
session guide:
PowerPoint file
The MABSTeRS Training &
Accreditation Program – Module 2
Technical Training Resources:
ToolKit for Banks Disc
Trainer’s Guide: How to Prepare and Analyze the CIBI Report
session guide:
PowerPoint file
The MABSTeRS Training &
Accreditation Program – Module 2
Technical Training Resources:
ToolKit for Banks Disc
Trainer’s Guide: What is Cash Flow Lending?
session guide:
PowerPoint file
The MABSTeRS Training &
Accreditation Program – Module 2
Technical Training Resources:
ToolKit for Banks Disc
Trainer’s Guide: Preparing the Client’s Cash Flow
session guide:
PowerPoint file
The MABSTeRS Training &
Accreditation Program – Module 2
Technical Training Resources:
ToolKit for Banks Disc
Trainer’s Guide: Cash Flow Review Techniques
session guide:
PowerPoint file
The MABSTeRS Training &
Accreditation Program – Module 2
Technical Training Resources:
ToolKit for Banks Disc
Trainer’s Guide: Understanding Loan Delinquency
session guide:
PowerPoint file
The MABSTeRS Training &
Accreditation Program – Module 3
Technical Training Resources:
ToolKit for Banks Disc
Trainer’s Guide: Preventing & Controlling Delinquency
session guide:
PowerPoint file
The MABSTeRS Training &
Accreditation Program – Module 3
Technical Training Resources:
ToolKit for Banks Disc
Trainer’s Guide: Remedial Management
session guide:
PowerPoint file
The MABSTeRS Training &
Accreditation Program – Module 3
Technical Training Resources:
ToolKit for Banks Disc
Trainer’s Guide: Improving the Sales Skills of Account Officers
session guide:
PowerPoint file
The MABSTeRS Training &
Accreditation Program – Module 4
Technical Training Resources:
ToolKit for Banks Disc

Training: Middle Management

Middle Management Training Course Description
session guide:
Word file
Specialized Courses:
ToolKit for Banks Disc
Middle Management Training Course Program
session guide:
Word file
Specialized Courses:
ToolKit for Banks Disc
Middle Management: Course Preparatory Materials
Document
Archive
Middle Management Training
Specialized Courses:
ToolKit for Banks Disc
Diagnostic Test
Document
Archive
Middle Management Training
Specialized Courses:
ToolKit for Banks Disc
Reading and Analyzing the MIS Report
Document
Archive
Middle Management Training
Module 1
Specialized Courses:
ToolKit for Banks Disc
Effective Supervision: Loan Portfolio Analysis
Document
Archive
Middle Management Training
Module 2
Specialized Courses:
ToolKit for Banks Disc
Compliance with Policies Review
Document
Archive
Middle Management Training
Module 3
Specialized Courses:
ToolKit for Banks Disc
Loan Approval Techniques
Document
Archive
Middle Management Training
Module 4
Specialized Courses:
ToolKit for Banks Disc
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