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Performance

The Performance Working Group aims to provide tools for performance measurement to enhance financial and social performance and increase transparency through the use of indicators.


News

The group met for the second time this year in November at the 7th International Microinsurance Conference in Rio de Janeiro, Brazil.

The following documents are now available:

Social Performance Indicators for Microinsurance, by Anton Simanowitz and Therese Sandmark, and published by BRS/ADA/ Microinsurance Network, 2010.

Performance Indicators in Microinsurance - A Handbook for Microinsurance Practitioners (2nd Edition), by Denis Garand and John Wipf, and published by ADA/BRS/Microinsurance Network, 2010


Annual workplan

In 2011, the Performance Working Group will:

  • Undertake the validation process for individual social performance indicators
  • Organise 2 regional financial performance indicators workshops and Training of Trainers (ToT)

Past activities

2010

The Working Group released two publications:

  • Performance Indicators in Microinsurance - A Handbook for Microinsurance Practitioners (2nd Edition), written by Denis Garand and John Wipf, and published by ADA/BRS/Microinsurance Network, 2010.
  • Social Performance Indicators for Microinsurance, written by Anton Simanowitz and Therese Sandmark, and published by BRS/ADA/ Microinsurance Network, 2010.
    • This report was the result of a workshop held in Luxembourg, where practitioners from Africa, Asia and Latin America came together to define social performance indicators.

Workshops, seminars and presentations:

  • The Working Group hosted a pre-conference seminar on Performance Indicators at the annual conference in Manila in November, 2010.
  • A Performance Indicators workshop was given in Bangalore, together with teh 1st Training of Trainers (ToT)
  • The Key Financial Performance Indicators were presented in Paris, Vienna and London.
  • The Social Performance Indicators were presented at the conference in Manila.

KPI - Key Financial Performance Indicators timeline:

2009

  • Three day training on financial performance indicators in Senegal and Kenya;
  • One-day training in Belgium and Senegal;
  • Presentations in China, Luxembourg, Egypt and Canada;
  • Publication of second version of summary notes in English, French and Spanish.

2008

  • Publication of toolkit -  handbook and factsheet in English, French and Spanish;
  • Publication of summary note of handbook in English, French and Spanish;
  • Three day training in India and Peru.

2007

  • Workshop to test key performance indicators in Luxembourg.

2006

  • Workshop to select key indicators in Luxembourg;
  • Publication of the Workshop report “Performance Indicators for Microinsurance” in English, French and Spanish.

Mode of operations

The core group meets and exchanges frequently. A mode of operations to involve the larger Working Group needs to be drafted for 2010.

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Facilitator

Bert Opdebeeck
BRS

Links

Documents

  • Performance Indicators Initiative (Project note, 2009) (pdf)
  • Performance Indicators Handbook (Publication note, 2009) (pdf)
  • Performance Indicators for Microinsurance: A Handbook for Practitioners (2008) (pdf)
  • Performance Indicators for Microinsurance: Summary Note (2009) (pdf)
  • Performance Indicators for Microinsurance: A Handbook for Practitioners (2nd edition, 2010) (pdf)
  • Social Performance Indicators for Microinsurance: Workshop Report (2010) (pdf

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