Dusit Thani Hotel, The Cellar Room, Upper Lobby Floor The Consultative Group to Assist the Poor (CGAP) is a global partnership of 34 leading organizations that seek to advance financial inclusion. Housed at the World Bank, CGAP combines a pragmatic approach to responsible market development with an evidencebased advocacy platform to increase access to the financial services the poor need to improve their lives. Recently CGAP has published new funder guidelines which encourage funders to take a market systems approach to financial inclusion. Given the United Nations Capital Development Fund’s (UNCDF) work in the area of financial inclusion and UNCDF’s recent launch of a market development programme entitled Shaping Inclusive Finance Transformations (SHIFT), CGAP and UNCDF are hosting a workshop on the principles of undertaking a market systems approach for financial inclusion projects. The workshop is intended for donors and programmes that are working in areas related to poverty reduction, market development and/or financial inclusion. As a result of the workshop participants are expected to: • • •
Understand the key principles of a market systems approach; Improve ability to utilize market systems principles in programme planning and implementation; Identify and improve areas of collaboration between programmes and donors in addressing barriers to financial inclusion.
Agenda 08:30 - 09:00
REGISTRATION
09:00 - 11:00
SESSION 1 A Market Systems Approach to Financial Inclusion Interactive presentation & discussion CGAP recently published new funder guidelines which encourage funders to take a market systems approach to financial inclusion. In this session, we will explore the key elements of a market systems approach and discuss implications for SHIFT. Session objectives: • • •
11:00 - 11:30
Reach a common understanding of a market systems approach to financial inclusion Awareness about what it takes to be a good facilitator Discuss challenges at the organizational and program level
COFFEE BREAK
11:30 - 12:30
SESSION 2 Case Study: Using Information as a Tool for Market Facilitation Group exercise In this session, we will use the UNCDF’s SHIFT programme as case study to reflect on the following questions: • • •
What information is needed and is missing for informed decision making in the financial services market? How can this information be better utilized to influence market drivers? How can access to information be made sustainable?
12:30 - 14:00
LUNCH
14:00 - 14:45
SESSION 3 Measuring Market Development - Rationale, Key Concepts & Principles Presentation & discussion CGAP is in the final stage of developing a Measuring Market Development handbook for funders and their implementers. The handbook aims to provide practical guidance and tools on developing measurement systems appropriate for financial inclusion programs that take a market system development approach. In this session, we will provide an overview of the rationale, key concepts and principles of the handbook. Additionally, practical examples of applying such principles will also be provided.
14:45 - 15:30
SESSION 4 Theory of Change (ToC) Presentation & discussion The ToC is a fundamental instrument in programing both for planning and measurement. This session will present a model ToC and engage in a dialogue on the use and associated challenges of ToCs.
15:30 - 16:00
COFFEE BREAK
16:00 - 17:00
SESSION 5 Self-Assessment Group exercice The Measuring Market Development Handbook will offer a self-assessment tool. The participants will test parts of the tool and provide feedback on its value.
17:00 - 17:15
FEEDBACK ON MEASUREMENT HANDBOOK
17:15 - 17:30
FEEDBACK ON THE DAY
T hi s m eet i ng i s s u ppor t ed by t h e c o n t r i but i o n o f t h e A u s t r ali an Gov er nm ent t o U NCDF ’s S H I F T p r o g r a m m e
