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Project Vision and Design Synergy with Partner

Weighted Score (1.5)

Market Demand for Product

Weighted Score (1.4)

Partner Business Plan Design

Weighted Score (1.3)

Projected Impact on Local Youth Unemployment

Weighted Score (1.2)

Honey Care Africa

3.85

5.78

4.75

6.65

3.45

4.49

2.25

2.70

Kickstart Block Press

3.25

4.88

3.35

4.69

2.70

3.51

4.15

4.98

Kickstart Oil Press

3.20

4.80

3.00

4.20

2.60

3.38

4.00

4.80

Perfect Score

5.00

7.50

5.00

7.00

5.00

6.50

5.00

6.00




 

Additional FINCA Staff Resources Required

Weighted Score (1.1)

Project Startup Cost for FINCA

Weighted Score (1.1)

Cost of Entry for Franchisees

Weighted Score (1.1)

Current Partner Financial Performance

Weighted Score (1.0)

Honey Care Africa

3.15

3.47

1.90

2.09

3.75

4.13

4.25

4.25

Kickstart Block Press

1.90

2.09

2.40

2.64

2.75

3.03

3.00

3.00

Kickstart Oil Press

1.70

1.87

2.50

2.75

3.20

3.52

3.00

3.00

Perfect Score

5.00

5.50

5.00

5.50

5.00

5.50

5.00

5.00



 

Community Poverty/ Human Development Impact

Weighted Score (1.0)

FINCA Avoids Participant Selection Responsibility

Weighted Score (0.85)

Geographic Range/ Flexibility of Business

Weighted Score (0.8)

Honey Care Africa

3.50

3.50

2.50

2.13

2.75

2.20

Kickstart Block Press

3.75

3.75

2.50

2.13

3.15

2.52

Kickstart Oil Press

3.75

3.75

2.51

2.13

3.40

2.72

Perfect Score

5.00

5.00

5.00

4.25

5.00

4.00



 

Minimize "Apple of Discord"

Weighted Score (0.65)

FINCA Exclusive Regional Partner

Weighted Score (0.6)

TOTAL SCORE

Honey Care Africa

4.00

2.60

4.00

2.40

69.33

Kickstart Block Press

2.75

1.79

4.85

2.91

62.75

Kickstart Oil Press

3.25

2.11

4.85

2.91

61.40

Perfect Score

5.00

3.25

5.00

3.00

100


APPENDIX 3.2 – ADJUSTING THE EVALUATION SCORECARD


EVALUATION CRITERIA

ORIGINAL WEIGHTED SCORE

QUESTIONS DIRECTED TO FINCA STAFF ABOUT EACH CRITERION (How Important would the following be to ensuring the project’s feasibility?)

FINCA STAFF RESPONSES
*# of staff members who selected this response to the adjacent question in the column to the left


FINAL WEIGHTED SCORE/ COMMENTS

1) FINCA Client Demand for Each Enterprise Opportunity

1.75

1) Is there demand for small business opportunities in the region?
2) Would there be demand for a small enterprise creation opportunity provided by FINCA at

$100?


$150?

$300?


$350?

$500?
3) Would demand increase if…

the $100 opportunity were beekeeping?

the $350 opportunity were oil production?


the $500 opportunity were construction block production?
4) Marketing potential for new service to attract new clients

High demand: 3*

Solid demand: 1

High: 3, Solid: 2, Weak: 1

High: 3, Solid: 1

High: 2, Solid: 1, Weak: 1

High: 4, Solid: 2

High: 3, Solid: 2, Weak: 2

Increase: 3 (2 high, 1 solid),

Remain the same: 1 (1 high), Decrease: 2 (1 weak, 1 solid)
Increase: 2 (2 high)

Remain the same: 2 (2 solid)


Increase: 5 (3 high, 1 solid, 1 weak)
Essential: 1

Very Important: 2

Somewhat Important: 2


1.65

Although their was not a complete consensus on perceived demand for the particular opportunities tested, responses to other questions indicated that perceived client demand would be a major factor in determining whether to launch a test pilot project.


More importantly, without client demand for the opportunity offered in a test pilot phase, the pilot could not be successful. It is quite simply the most basic requirement for a project to move forward.

2) Financial Risk to Franchisees

1.75

Project capacity to maximize loan repayment rates on loans provided for this business

Essential: 3

Very Important: 2



1.65

Although this question points directly to the organization’s bottom line, responses did not suggest that it should be elevated well beyond other categories.



3) Model Replicability

1.6

Replicability of business model

Essential: 3

Very Important: 2

Somewhat Important: 1


1.6

Responses indicated that this was positioned properly.



4) Poverty/Human Development Impact on Franchisees

1.5

None – This is FINCA’s mission




1.5

5) Project Vision and Design Synergy with Partner

1.5

1) Desire of partner to leverage FINCA network
2) Partner interest in working with FINCA Uganda

Very Important: 4

Essential: 4

Very Important: 2


1.5

A difficult category to capture, but the importance of having partners in synch can’t be underestimated.



Note: Original title was Vision of Project Design Synergy with Partner

6) Projected Impact on Local Youth Unemployment

1.3

1) Potential employment opportunity for youth 15-18

2) Potential employment opportunity for youth 18-21

3) Potential employment opportunity for youth 21-24

Note: Staff defined youth as 18-24
4) Potential to positively impact youth unemployment in the regions FINCA serves


Essential: 1

Very important: 1

Somewhat important: 3

Not important: 1


Essential: 1

Very important: 3

Somewhat important: 1
Essential: 2

Very important: 2

Somewhat important: 1
Essential: 2

Very important: 3

Somewhat important: 1


1.2

The weight given to this response was lower than for some other questions. FINCA International has also acknowledged that this category is not paramount to the project, although it remains an important factor. Clearly, survey results indicate that youth unemployment is a significant problem in Uganda, and impacting youth unemployment would improve the prospects of a test pilot project.



7) Market Demand for Product

1.3

1) Marketing potential for new service to attract new clients

Essential: 2

Very important: 2



1.4

Although no specific question was asked about the importance of market demand, each respondent repeatedly alluded to the importance of ensuring market demand for the product. One respondent mentioned that this should be a category.



8) Partner Business Plan Design

1.2

Well-designed and implemented business model

Essential: 4

Very important: 1

Somewhat important: 1

Not important: 1



1.3

It is unclear whether staffers were thinking about how the partner organization operates or the model for the potential franchisees/FINCA clients, but this seemed to be of greater importance than anticipated to all but the respondent who was most consistently negative.



9) Current Partner Financial Performance

1.1

None





1.0

This is only important so long as the partner remains solvent and an active participant in the project



10) Additional FINCA Staff Resources Required

1.1

Minimal additional time, effort required by existing staff

Essential: 3

Very important: 1

Somewhat important: 1

Not important: 1



1.1

Although the staff members questioned on this seemed to elevate its importance, other staff members whose time would likely be impacted by the project indicated that taking on a new project would not be problematic.



11) Project Startup Cost for FINCA

1.1

Low cost to FINCA Uganda (or support from FINCA Int’l)

Essential: 4

Very Important: 2



1.1

Minimizing the cost to FINCA Uganda was of great importance to respondents, but the larger question of cost to FINCA International was not relevant.



12) Community Poverty/Human Development Impact

1.0

None




1.0

Although it is the FINCA mission to reduce poverty and promote human development, and although employees indicate a desire to impact the wider community, this focus is secondary to reaching FINCA clients.



13) Cost of Entry for Franchisees

1.0

Low cost of entries for MicroFranchises

Essential: 3

Very Important: 1

Not Important: 1

No opinion: 1



1.1

This proved to be of greater significance than anticipated, although staff members indicated that a startup cost of $500 was not beyond the reach of most clients.



14) FINCA Avoids Participant Selection Responsibility

0.9

Need to place final decision-making power in partner’s hands

Very Important: 2

Not important: 3



.85

Responses mostly consistent with the weight already established.



15) Minimize "Apple of Discord"*

0.7

Minimize competitiveness or jealousy among clients who do not fit selection criteria for starting the business

Essential: 1

Very important: 2

Not important: 3


.65

Responses mostly consistent with the weight already established.



16) Geographic Range/ Flexibility of Business

0.7

None




.8

Perhaps this is a category the team should have asked about given the breadth of geographic considerations just within Uganda regarding each option surveyed.



17) FINCA Exclusive Regional Partner

0.5

Project Exclusivity to FINCA

Essential: 3

Very important: 1

Not important: 2


.6

This category seemed more important than anticipated, although it’s difficult to guarantee with almost any product if FINCA does not develop it internally.



Totals

20.0







20.0

*Apple of Discord is a reference to jealousy that may arise among clients if some clients are excluded from eligibility to invest in a MicroFranchise enterprise.
APPENDIX 3.3 – FINAL COMPOSITE SCORES FOR HONEY CARE AFRICA
Description: Below is a composite of all the scores derived from each relevant interview for every criterion in the Evaluation Scorecard for Honey Care Africa’s honey production business. Under each criterion, the final score attributed to responses from each interview group who commented on a given criterion are listed individually. The overall score at the top was derived from these individual scores, taking their average and making any minor adjustments in the event of limited data availability under the guidelines described in Section IX. of the text. Additionally, brief summaries of positive, negative and neutral feedback from each interview group are included as a way of providing a written explanation for the final score assigned to it.
Note: Some descriptions below are not summaries of comments made by respondents. Rather they are either explanations or comments on how scores were obtained or they are author comments on the responses or scoring. For example, some scores from FINCA clients were derived from individual comments rather than from collective responses to quantitative focus group questions. These explanations are indicated with a * next to the interview group from which they come.
CRITERION #1: FINCA CLIENT DEMAND FOR EACH BUSINESS OPPORTUNITY

HONEY CARE OVERALL SCORE: 3.45

3.75 (K-REP) + 5 (Management) + 2 (NGO Partner) + 3.75 (FINCA Uganda Staff) + 2.75 (FINCA Clients)



Positive:

K-REP: The limited amount of time required to care for the hives, instituting a 50/50 policy that enables beekeepers to sell ½ their harvest locally, and creating a community extension officer position will all increase FINCA client demand.

Management: Clients are more likely to get involved if they do not have to travel to train.

FINCA Uganda Staff*: Quantitative results quite strong.
Neutral:

FINCA Uganda Staff: Mixed perception about the opportunity and client interest expressed in comments. Belief that it will take hold more in the north and southwest.

FINCA Clients*: This was determined by combining the percentage of actual respondents who expressed interest in the product (alone or as compared with the others) with individual comments indicating enthusiasm or skepticism about it.
Negative:
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