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Resource Library / Client Outcome Performance (COPE) Indicators Database & Instructions

Bobbi Gray
Sabina Rogers

This database file (download the tool here) is aimed at helping microfinance institutions (MFIs) track and monitor their client outcome performance indicators. It is built to 1) compile clients' poverty levels using the Progress out of Poverty Index (PPI) developed by the Grameen Foundation and other user-defined data collected through a survey and 2) provide a general analysis as well as a detailed analysis of the possible correlations between indicators.

The COPE Indicators Database was published in 2016 and was created in partnership by Freedom from Hunger and the Microcredit Summit Campaign. This tool was made possible with support from an educational grant from Johnson & Johnson.

Background on the COPE Indicators Database

Between 2013 and 2015, Freedom from Hunger and the Microcredit Summit Campaign collaborated with four microfinance institutions (MFIs) across India, the Philippines, and Peru to test a set of simple health outcome performance indicators, known as the Health Outcome Performance Indicators (HOPI), to help assess changes in client well-being over time. While one main obstacle to understanding changes in client well-being for MFIs is choosing strategically among many indicators, another obstacle that MFIs face is in timely data-analysis and interpretation. Therefore, with additional support from Johnson & Johnson, a simple Microsoft Excel-based tool was developed to assist with data collection, data analysis, and interpretation. While the use of the HOPI inspired the development of the database, it was ultimately designed to incorporate any chosen client outcome indicator, whether it be health, women’s empowerment, resilience, assets, etc. This new tool has, therefore, been named the Client Outcomes Performance (COPE) Indicators Database.

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