Module 3. Compliance with Policies Review

Middle Management Training Course Session

This module teaches managers and supervisors to effectively supervise account officers, and teach the trainees the skills to prevent delinquency through a monitoring tool that tracks AO compliance with MF loan policies and procedures.

Objectives:

By the end of the session, the trainees are expected to:

  •  Learn the importance of compliance with policies as an effective way to manage the microfinance operations.
  •  Use the supervision tools in reviewing the work of the microfinance unit particularly the Account Officers.
A. Session Guide
Microsoft Office Word 2003 or higher version Session Guide: Effective Supervision: Compliance with Policies Review
session guide
B. Presentations
Microsoft Office PowerPoint 2003 or higher version
presentation
C. Handouts
Microsoft Office Word 2003 or higher version Supervisor’s Monitoring Checklist
reference
Microsoft Office Word 2003 or higher version Summary Table on Compliance with Policies
reference
D. Exercises
Microsoft Office Word 2003 or higher version Compliance with Policies Exercise
exercise
Microsoft Office Word 2003 or higher version Answer to Compliance with Policies Exercise
exercise
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