Module 1. Reading and Analyzing the MIS Report

Middle Management Training Course Session

This module reviews the 11 microfinance reports. The focus of this session is on reports frequently use by management and MF staff. The participants will be taught how to read, analyze and determine the relationships of figures across reports. This session is a pre-requisite to the session on loan portfolio analysis.

Objectives:

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

  • Have a fresh understanding of the Microfinance Reports.
  •  Be able to read and analyze each report
  •  Understand the relationship of data across reports
A. Session Guide
Microsoft Office Word 2003 or higher version Session Guide: Reading and Analyzing the MIS Report
reference
B. Presentations
Microsoft Office PowerPoint 2003 or higher version
presentation
C. Exercises
Microsoft Office Word 2003 or higher version Reports Analysis
exercise
Microsoft Office Word 2003 or higher version Annex 1: Listing of Loans
exercise
Microsoft Office Word 2003 or higher version Annex 2: Delinquency Report
exercise
Microsoft Office Word 2003 or higher version Annex 3: PAR Report
exercise
Microsoft Office Word 2003 or higher version Annex 4: Interest Collected Report
exercise
Microsoft Office Word 2003 or higher version Annex 5: Performance Report by AO
exercise
Microsoft Office Word 2003 or higher version Annex 6: Client Status Report
exercise
Microsoft Office Word 2003 or higher version Answer to Exercise
exercise

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