CGAP FY 2017 Work Plan
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Transcript of CGAP FY 2017 Work Plan
FY 2017 Work Plan
CG Luxembourg, 10 May 2016
Five Priority Areas
Understanding demand to effectively deliver for the poor
Financial innovation for smallholder families
Developing robust provider ecosystems
Building an enabling and protective policy environment globally
Promoting effective and responsible funding for financial inclusion
2
CGAP V Strategy
Global Presence
Research and Learning Agenda Activities
Global Presence
Research and Learning Agenda Activities
Organizing for Impact
5
One CGAP
Strategic and nimble
Streamlined management
team
Deeper and forward looking
technical engagement
Greater focus on member
needs
Team Structure
6
What’s New?
7
Management
Team
Budget
HR
Policies
Priorities
Technical
Team
Intellectual
Leadership
Strategic
Planning
Determines
Learning Agenda
Member
Engagement
CGAP Governance
Member Outreach
Fund-raising
Research
R&D
Manages
Technical Team
Agenda
Seeds Research in
New Areas
CGAP VI Strategy
Objective: Guide providers to an understanding of poor
customers to create solutions that boost uptake
and use of financial services
How: Develop conceptual framework, do deep demand
side work, guide financial service providers on
new solutions for poor customers, including
smallholder families
Customer and Provider Solutions Pillar
8
Innovating for
Smallholders
Customers at the
Center
Digital Finance
Frontiers
Initiatives
CU
STO
ME
R A
ND
PR
OV
IDE
R
SO
LUTI
ON
SHighlights
9
FY 16 Highlights
Completed the first version of the Guide to Customer Centricity
Released results from financial diaries with smallholder households
Delivered digital credit workshops in four markets
Launched a smartphone app specially designed for the poor in Myanmar
CU
STO
ME
R A
ND
PR
OV
IDE
R
SO
LUTI
ON
SCustomers at the Center
10
Five-year outcome
Increased adoption of customer centric approaches for the design of financial
products and services and their delivery by providers
FY 17 Priorities
Expand the Guide to Customer Centricity
Work with financial service providers to validate guidance and
demonstrate customer centric approaches
CU
STO
ME
R A
ND
PR
OV
IDE
R
SO
LUTI
ON
SDigital Finance Frontiers
11
Five-year outcome
Providers in multiple markets apply innovative business models to offer a
broad range of financial services leveraging digital payments to reach poor
people
FY 17 Priorities
Develop demonstration cases showing how open payments
platforms can expand innovation
Work with providers to develop and test new digitally delivered
solutions
Explore synergies between digital finance and access to
energy, clean water and education
CU
STO
ME
R A
ND
PR
OV
IDE
R
SO
LUTI
ON
S
FY 17 Priorities
Disseminate data and insights on smallholder households
Engage with service providers to develop and test new
financial solutions for smallholder families
Five-year outcome
New financial solutions to meet the diverse needs of smallholder households
Innovating for Smallholders
12
Objective: Create and enhance enabling and responsible
policy environments within which financial
services for the poor can be delivered
How: Provide guidance and technical assistance as
well as convene policymakers, regulators,
supervisors, industry standard setters, donors,
training institutes, dispute resolution bodies and
consumers
Policy Pillar
13
Protecting
Customers
Global Policy
Architecture
Graduating the
Extreme Poor
Initiatives
PO
LIC
YHighlights
14
FY 16 Highlights
Global Policy Architecture: 2nd GPFI White Paper “Global Standard-Setting
Bodies and Financial Inclusion: The Emerging Landscape”
Digital credit demonstrations with Tanzanian, Kenyan, and Filipino lenders
Additional governments launch major graduation adaptations and scale-ups
PO
LIC
Y
FY 17 Priorities
Deepen standard setters' understanding of policy, regulatory
and supervisory issues in digital financial inclusion, and foster
a vision for joint engagement
Focus on key emerging trends in financial products and
channels relevant to the poor (e.g., “RegTech”)
Pilot capacity building efforts to support inclusive supervision
and enforcement for resource-constrained authorities
Five-year outcome
Global standard setters, informed by innovations in emerging markets, better
understand the linkages between financial inclusion and stability, integrity and
consumer protection
Global Policy Architecture
15
PO
LIC
Y
Five-year outcome
Industry and policy measures adopted to ensure that low-income consumers
receive transparent, fair and safe financial services
Protecting Customers
16
FY 17 Priorities
Demonstrate industry and regulatory practices that better
protect customers of digital credit and payments
Facilitate consensus on essential data privacy and security
measures
Roll out training, capacity building on behavioral tools for
supervisors
PO
LIC
Y
Five-year outcome
2-3 reference countries and/or major donors are implementing well-
documented Graduation scale-ups
Graduating the Extreme Poor
17
FY 17 Priorities
Produce knowledge products on program cost-effectiveness
and scaling measures
Apply graduation insights for new CGAP research program on
excluded segments and the bottom billion
Design and implement strategy for responsible “exit” from
managing the knowledge hub and community of practice
Objective: Understand global market trends and strengthen
connections with CGAP’s work along with deep
country work in a few markets
How: Understand global trends and keep CGAP’s work
connected with what is happening on the ground;
bring global and deep country knowledge together;
partner with other organizations; and facilitate
crowding in
Inclusive Markets
18
Integrates regional
representation with inclusive
payments ecosystems work
Initiative
INC
LUS
IVE
MA
RK
ETS
Highlights
19
FY 16 Highlights
Ghana, India and Myanmar approved new regulations for digital financial
services providers
Significant increase in percentage of adults with active digital accounts in
Tanzania, India and Ghana
Published Latin America lessons on agent networks and the role of retailers in
financial inclusion
INC
LUS
IVE
MA
RK
ETS
Five-year outcome
Country success cases where digital payments are provided in a diverse and
competitive business ecosystem and are widely used
Inclusive Markets
20
FY 17 Priorities
Shape updated branchless banking regulations for Pakistan based on the
regulatory impact assessment conducted in FY16
Work with regulators in Myanmar and West Africa to help them implement
and improve recently adopted digital financial regulations
Work with governments in Bangladesh and Ghana to develop strategies
and pilot test procedures for digitizing government payments
Conduct studies and projects in the Middle East to better understand the
financial needs of refugees and seek improved ways to address their
needs
Objective: More effectively serve the needs of
CGAP’s membership
How: Enhance the information loop
between CGAP’s work and its
members
Member Engagement and Governance Pillar
21
Gateway AcademyFunder Guidance
Initiatives
ME
MB
ER
EN
GA
GE
ME
NT
AN
D G
OV
ER
NA
NC
EHighlights
22
FY 16 Highlights
“A Market Systems Approach to Financial Inclusion: Guidelines for
Funders” launched in September
Learning Event for Funders on Digital Finance, March 2016
Measuring Market Development Working Group test and debate upcoming
handbook recommendations
ME
MB
ER
EN
GA
GE
ME
NT
AN
D G
OV
ER
NA
NC
E
FY 17 Priorities
Knowledge products and learning events
Publication of Measuring Markets Handbook and case studies
2016 Annual Funder Survey and “Funding Explorer” analytics
tool
Five-year outcome
Improve channeling of funding to facilitate the development of inclusive
financial markets and related market measurement approaches
Funder Guidance
23
ME
MB
ER
EN
GA
GE
ME
NT
AN
D G
OV
ER
NA
NC
E
FY 17 Priorities
Finalize e-Learning platform
Develop 8 pilot courses
Outcome
Create an online learning platform aimed at increasing capacity of financial
inclusion professionals in Sub-Saharan Africa
Gateway Academy
24
CGAP VI Strategy
R&D
Technical TeamTechnical decision
making &
prioritization
Curated topics of
exploration
Setting CGAP’s
future direction
Strategy, Research and Development
STR
ATE
GY,
RE
SE
AR
CH
AN
D
DE
VE
LOP
ME
NT
FY 17 Priorities
Technical team discussions; set priorities; ‘sunset’ and exit
where appropriate
Launch ‘on-ramp’ research. Topics to be covered include:
excluded groups (refugees, extreme poor, women’s FI)
Launch CGAP VI process: scenarios exercise, external survey,
member consultations
Objective
Improving CGAP’s technical processes for remaining on the frontier. Building
on CGAP’s biggest asset, its intellectual capital.
Strategy, Research and Development
26
Communications
27
Knowledge
ManagementEditorial
Online
(CGAP.org, MFG)
Objective
Create targeted knowledge products and messaging that advance
the financial inclusion agenda and influence policymakers,
financial service providers, members and others
CO
MM
UN
ICA
TIO
NS
Communications
28
FY 17 Priorities
Publications and Multi-Media
Customers Guide Platform
Data Analytics Toolkit
Smallholders Survey Paper
Digital Finance Video for Standard Setting Bodies
CGAP.org Redesign & Microfinance Gateway
CGAP.org upgraded, incorporating Audience Survey
recommendations
New marketing push for Microfinance Gateway
Knowledge Management
More efficient sharing internally
Advancing financial inclusion to improve the lives of the poor
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