Test_E parameters

Collected TestE parameters in meetings with PMPs and TPs
when developing and adjusting the survey manual and when performing the surveys.

Context

Ambitions

All

• Cross-cultural awareness raising (CROSS)
• CROSS related fundraising

 

Board

Teams

• Africa
• Media
• Sweden

Per Team member

HR&S HQ

•  

Outcome challenges

All

1. VS understanding of
   1. mission, ROPE, TAct,
   2. team and individual assignments, as well as
   3. VS Team-building
2. VS staying updated on developments in Africa.
3. Fundraise enough to cover partner expectations and thus generating trust among partners that we deliver on our side of the agreement.
4. CROSS
   1. mentally as well as operationally managing the differences.
   2. Identify and score progress markers on CROSS.

Board

Teams

• Africa
• Media
• Sweden

HR&S HQ

•  

Activities

All

1. Board and Team assignments.
2. ActionTalks and HR&S website.
3. Head of fundraising and teams’ fundraising assignments.
4. CROSS
   1. ActionTalks
   2. Identify and score progress markers on CROSS. Needs attendion.

Board

Teams

• Africa
• Media
• Sweden

HR&S HQ

•  

Milestones

Financial model

Admin fee 5%

Financial plan

2025 raise and invest SEK 500,000 per year.

Input

• Board meetings and assignments
• Volunteer Staff meetings
• Team meetings and assignments
• ActionTalks
• Action10 crowdfunding website
• GlobalGiving
• OnlyOffice
• Meetings rooms through Studiefrämjandet
• Volontärbyrån
• HR&S’ work in Africa

Output

• Board meeting minutes
• Notes from ActionTalks
• Events

Outcome

2021

• Raising SEK 100,000 per year for ten years.
• 20 Monthly givers

Progress markers

2022

• Raising SEK 200,000
• 40 monthly givers

2025

• Raising SEK 500,000
• 100 monthly givers

Sustainable Impact

Respondents

The respondents are identified and presented with: names, title, telephone numbers, level of education, home location, and family status. Also GDPR consent is collected if the respondent’s agree.

Set-up

Set-up

1. Individual interviews, specific and open-ended, with
   • The PMP.
   • Management team members.
   • Each loan-taker present.
   • Family members present.
2. Focal group interviews, with
   
   • Management team and PMP together.
   • All loan-takers of the village, who are present,  together.
3. Collect testimonies, from a number of persons randomly chosen.
4. Take photos.
5. Record videos.
6. Record interviews.

7. Take notes in a dedicated notebook about everything that happens.

Micro data Survey questions

Social impact

 

Sustainable social impact refers to reaching the social good ambitions in a sustainable manner.

Measure twice a year since the start of the programme.

Social Good _ Direct Impact

Respondent: PMP

• Compilation of the products that we offer:
  1. Business loans;
     Number of loans, size of loans, total capital. 
  2. Other
• Compilation of the services that we offer:
  1. Weekly visits to collect refunds, coach and address challenges.
     1. type of coaching
     2. type of challenges
  2. Other
• Number of Target partner business owners: xxx
• PMP business generate profit.
  • Size of profit: xxx

Respondent: Target Partners

• Compilation of the products that our Target Partners offer to their customers: xxx
  • Number of customer per product: xxx
• Compilation of the services that our Target Partners offer to their customers: xxx
  • Number of customers per service: xxx
• Target partner business owners generate profit.
  • Size of profit per TP: xxx

Respondent: Customers (customer survey)

• Are customers content with products?

• Are customers content with services?

Social Good _ Indirect Impact

Respondent: Target Partners & families.

• Children well-being
  Children of the women who manages HR&S small-scale businesses.
  • Number of meals per day increased.
    From one to two or three.
    • Number of children: xxx
  • Education
    Tuition fee paid and school attendance made possible.
    • Number of children: xxx

• Women well-being
  • The status of the women in the families has improved as the contribute with income.

Respondent: Customers (customer survey)

xxx

Institutional capacity

Respondent: PMP

Accounting

• Bookkeeping of international standards; compiling all receipts and invoices, perform bank reconciliation.
• Annual auditing.
• Respond to management reports from the auditor.

 

• Who is in charge of the bookkeeping?
• Who is doing the auditing?
• What do the management reports look like?
• Can we please see the books?

Project management

• Are the number of Target Partners included, as expected? xxx.
• Does the target partners deliver as expected? xxx.
• Do you have regular meetings with the management team, if so, how often? xxx.
  
  • Do you take notes which are  included in the annual report?xxx.

Transparency & Efficiency

• Communication between PMP and HR&S.
  • Maybe monthly reflections from PMP on WhatsApp. xxx.
• Information from target partners on their satisfaction, needs, expectations. xxx.
  • To be written down and shared.
• Share notes from the local management meetings. xxx.

Annual report

Due 15 February.

Target partner services

Ensure continuous feed-back from Target Partners. Information about their satisfaction, needs, expectations, xxx. Specially ask about their views on the ethics of the programme.

TP training, coaching & team building

1. Training sessions: xxx
2. Coaching sessions: xxx
3.  

Financial sustainability

Sustainable economy is when income, without donations, sustainably exceeds costs.

1. When can a sustainable economy be expected ?
2. What is the size of the required capital?
3. Compile sources and levels of income?
4. Compile sources and levels of expenses?

Sustainable business mind-set

• ?

Does the income exceed the expenses?

•  

Survey team & visit

PMP comment: Wednesdays, market day, are the only days suitable for meeting women and following up with them.

Who

1. The survey team consist of: Renaud, Elisabeth, Milohum, Yawo. 
2. The team leader is: Renaud
3. Date of the next visit: The visits are made on Wednesdays, the market day. xxx

When

1. Dates of coming visits:

Where

1. Location of the visits:

How

1. Visit arrangements: Offer snacks to focus group discussions.
2. Travel arrangements:
3. Travel costs:
4. The sources for covering travel costs are:

Survey Team Preparations

Ensure the team has access to the tools required:

• Written copy of the survey manual.
• Camera; photos and videos.
• Recorder.
• Notebooks and pens.
• Transportation means.
• Food and water.

Divide areas of responsibility between team-members. Ensure that  each team member is clear about and comfortable with their own assignment as well as the team assignment.

The team assignments

1. Making individual interviews.
   • Specific questions.
   • Open ended questions.
2. Collect data from focal group discussions.
3. Collect testimonies.
4. Taking photos.
5. Record videos.
6. Record interviews.

7. Taking notes in a dedicated notebook about everything that happens.

Preparing for the analysis of the data

• Control
  The control is the base-line data, macro-data and the conditions in specific villages that are selected to join the programme, prior to mentioning about the programme.
• Randomization
  Randomization among respondents is created by not announcing the survey date, and asking everyone who are present that day.
• Statistical assessment method
  • Quantitative: ANOVA. Thus we need as much data as possible.
  • Qualitative: Simple compilation of statements.
• Contribution tracing. Identifying other actors in the village, what do they contribute with, how many are involved and how do they benefit. Consider to collaborate with other actors.
• Ethics. Normal ethics plus asking the respondents about their views on ethics.

Compilation of Outcome data

Outcome

Progress marker scoring

• •  

Compilation of names of respondents and GDPR consent: xxx