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Process Monitoring Template 10 -Form Fill
Identifying Information
Q01
State Name
Q02
State Code
Q03
District Name
Q04
District Code
Q05
District Unique ID
Q06
Block Name
Q07
Block Code
Q08
GPS coordinates
Survey Information
A01
Name of the respondents
A02
Designation of the respondent
A03
The contact number of respondent
A04
Respondent identification code
A05
FIRST VISIT
A05_1
Interviewer's name
A05_2
Interviewed code
A05_3
Date of the interview
A05_4
Result of the interview
Interview complete
Visit rescheduled
Interview incomplete
Refused
Respondent is out of station for an extended period
Respondent is temporarily away
Other (specify)
A05_5
Record time when you start the interview
A05_6
Record time when you end the interview
A06
SECOND VISIT
A06_1
Interviewer's name
A06_2
Interviewed code
A06_3
Date of the interview
A06_4
Result of the interview
Interview complete
Visit rescheduled
Interview incomplete
Refused
Respondent is out of station for an extended period
Respondent is temporarily away
Other (specify)
A06_5
Record time when you start the interview
A06_6
Record time when you end the interview
A07
THIRD VISIT
A07_1
Interviewer's name
A07_2
Interviewed code
A07_3
Date of the interview
A07_4
Result of the interview
Interview complete
Visit rescheduled
Interview incomplete
Refused
Respondent is out of station for an extended period
Respondent is temporarily away
Other (specify)
A07_5
Record time when you start the interview
A07_6
Record time when you end the interview
Roles and responsibilities
B01
Gender of respondent
Female
Male
Prefer not to say
B02
What was the process of developing a training module for the nodal CLFs?
Training topics were identified.
Relevant information was captured and added to modules
Effective pictographic were used for better absorption
Examples from the rural setting were taken
Others, specify
B03
What are the major topics covered in the module for nodal CLF?
Loan appraisal
Loan recovery
Performance monitoring
Record management
Business ideation
Communication skills
Market linkage
Customer Targeting
Others, specify
B04
What was the process of developing a training module for the OSF-MC?
A meeting was done with the financial inclusion team
DTE-EP was consulted for the content development
Training topics were identified through mutual discussion.
Others, specify
B05
What are the major topics covered in the module for OSF- MC?
Mobilization of entrepreneurs
Loan appraisal
Loan recovery
Performance monitoring
Record management
Review and monitoring of BDSPs.
Business plan analysis
Others, specify
B06
What are the processes followed for the written test of the BDSPs?
Test series using the training content is prepared
Application based questions are included
A very basic test is taken
The BDSPs are given case studies
Communication skills are tested
Business skills are tested
Record management is tested
Others, specify
B07
What is the process for oral interviews?
A panel is allotted the task of interviewing the BDSPs
Basic questions are asked of the BDSPs
The business skills of the BDSPs are tested
The communication skills are tested
Others, specify
Identification and review of OSF blocks
C01
What was the process utilized for the identification of OSF geographies?
Market survey
Supply-demand analysis
Social profiling
Economic profiling
Others, specify
C02
Was there a separate committee/ group formed for the same?
Yes
No
C03
Please elaborate on the identification process.
C04
What are the processes followed for reviewing OSFs?
A meeting with the state team is organized
The agenda for the meeting is shared with relevant stakeholders
Discussion of relevant processes is done
The minutes of meetings are prepared
The minutes are shared with the NMMU
Others, specify
C05
What are the parameters of assessing the OSFs?
Repayment rates
Enterprise performance
Beneficiary outreach (number)
Outreach for socio-economic inclusion
Enterprise portfolio
Organizational management
Process adherence
Others, specify
C06
How frequently do you review the performance of OSFs?
Annually
Quarterly
Bi-annually
Biennially
Others, specify
C07
Have you hired any technical agency for training the entrepreneurs?
Yes
No
C08
Have you collaborated with any technical agency for business development and capacity building of OSF-MCs and entrepreneurs/BDSPs?
Yes
No
Qualitative enquiry points
D01
Please explain how a participatory approach was followed while creating the modules and the various challenges that were faced during the preparation of the modules. How did you rectify those challenges?
D02
What were the strategies and approaches used for facilitating commercial loans (banks)o the enterprises? Were there any challenges that were faced? Mitigation strategies adopted
D03
What were the strategies and approaches adopted for onboarding mentors and functional experts? Were there any challenges that were faced? Mitigation strategies adopted
D04
What are the different kinds of training conducted for the entrepreneurs at the OSF level? Was there any training impact assessment conducted and if yes, please tell us the procedures followed?
D05
How do you ensure continuous mentoring support?
D06
Are there any challenges in the existing ecosystem? If yes, please tell us the challenges that exist and the mitigation measures adopted
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