Dear stakeholder
We concluded July with the launch of the ASISA Planning, Monitoring, Evaluation and Reporting Guideline for Consumer Financial Education (CFE). The comprehensive Guideline was introduced to our members and other interested stakeholders at presentations in Johannesburg and Cape Town.
The Guideline was developed to provide best practice guidance to members on how to plan, monitor and evaluate CFE programmes and how to report on the outcomes. It also outlines the criteria for good-quality monitoring and evaluation (M&E) and creates a framework for consistent and centralised reporting.
While most of our members monitor their CFE programmes and commission independent evaluations, there are considerable variations in M&E practices across CFE programmes. Centralised reporting will enable ASISA to demonstrate the collective impact of our industry’s many CFE initiatives.
As a next step, ASISA will collect information from all member companies on CFE programmes implemented during their 2018 financial years
with the aim of developing a baseline report. The intention is to repeat the survey periodically to enable the industry to track its progress and better plan its involvement in CFE. This should result in better and more sustainable outcomes for the beneficiaries of these interventions.
The ASISA Planning, Monitoring, Evaluation and Reporting Guideline for Consumer Financial Education is available here.
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