Technical Assistance Provider Search - MERCY ADERO

Institution Musoni Microfinance Bank http://musoni.co.ke/ ( Institution ) Countries Worked in Kenya Languages Spoken English (United States) Areas of Expertise Participate in SPI4 social audit, Participate in impact assessments, Analyze the institution as a whole and determine how to integrate social performance into both the strategic plan and all operational areas., Change management (i.e., support the institution as it implements new processes and undergoes change), Define mission, strategy, and social goals, Develop social indicators and collect data to measure progress against social goals, Use computerized management information system (MIS) or other information systems to collect and analyze social performance data, Provide non-financial services (e.g. education program), Strengthen governance to improve management/board capacity to manage social performance, Conduct pre-certification mission for Client Protection Certification, Conduct market research, Develop appropriate delivery models and channels (e.g., training of agents and/or clients for responsible digital financial services.), Conduct quantitative research and analysis of clients (e.g., client satisfaction surveys, client focus groups, client exits), Strengthen responsibility to the environment, Strengthen responsibility to the community, Incorporate a gender perspective

Tools Used SPI4, Smart Campaign Client Protection Assessment, Smart Campaign Client Protection Certification, Calculating Transparent Pricing Tool, Progress out of Poverty™ (PPI) Tool Verified Qualifications SPI4 Accredited Auditor, Smart Campaign Support Assessor, PPI Trainer Trainings Provided 1. Social Performance Management Training
2. Client Protection Principles Training
3. PPI training
4. Complaint Resolution Mechanism Training

Years of Experience 4-6 years Type of Stakeholder Experience Non-regulated MFIs/NGOs, Savings-led organizations (e.g., cooperatives, SACCOs, credit unions)

MUSONI MICRO FINANCE Names of service providers worked with: MUSONI MICRO FINANCE Country: Kenya Subject of the work: SOCIAL PERFORMANCE MANAGEMENT OFFICER Duration of project: ONGOING Outputs/work produts: • Overseeing the institution through the SMART Certification process by assessing policies and procedural gaps on matters that directly affect the well-being of clients and developing appropriate solutions to address the gaps.
• Conducting Social Audits and Social Performance assessments to ensure high levels of social impact of the institution’s products and services in the lives of her clients.
• Identifying and working closely with strategic partners to advance the institution’s social goals.
• Assessing and monitoring social performance management and client protection related indicators to ensure the institution maintains a steady record of triple bottom performance
Reference at organization that hired you: JULIET ONGWAE, CHIEF INNOVATIONS OFFICER, 0722725717 julietongwae@musoni.co.ke Reference at financial service provider with which you worked: JULIET ONGWAE, CHIEF INNOVATIONS OFFICER, 0722725717 julietongwae@musoni.co.ke

ACCOSCA - African Confederation of Co-operative Savings and Credit Associations Names of service providers worked with: ACCOSCA - African Confederation of Co-operative Savings and Credit Associations Country: Kenya Subject of the work: CONSULTANT Duration of project: TO COMMENCE IN 2019 Outputs/work produts: A) Work with ACCOSCA members to effectively translate their mission and values into clear measurable objectives intended to achieve specific social benefits for their members.
B) Help ACCOSCA members to design products and implement systems that meet members’ needs and preferences thus ensuring no harm to members who otherwise have hope and confidence in the
SACCOS’ ability to address their financial and social needs.
c) Help ACCOSCA members to align their business processes to achieve both social and financial goals. (All aspects of the organization including marketing, recruitment, staff training, incentives, organizational culture and board composition determines whether SACCOS achieve their social goals or not.)
D) Help ACCOSCA ensure that its member strategic plans considers both social and financial outcomes hence protecting the SACCO from mission drift.
E) Help ACCOSCA members mitigate reputation risks. (Strong member protection practices in particular will reduce SACCOS' risks of developing a poor reputation for harming members.)
F) Empower ACCOSCA members to pay keen attention to the needs of members to help manage myriad financial risks such as member exit, slow growth, and low uptake from target market.
G) Empower ACCOSCA members to pay attention to the needs of employees to help address the risks of employeemistreatment of members, poor productivity, and employee attrition.
H) Help ACCOSCA members to demonstrate member-level results to internal stakeholders (such as members and employees) and external stakeholders (such as donors and investors) using real data,
rather than anecdote.
iI) Help ACCOSCA members reduce the risk of inappropriate products being delivered to members thereby increasing adoption and likelihood that members will use products successfully. Reference at organization that hired you: TONNY OTIENO tonny.otieno@accosca.org Reference at financial service provider with which you worked: TONNY OTIENO tonny.otieno@accosca.org