TRAINING FOR CLIENTS
• Develop clients training annual plan for branches including financial literacy training and non financial training such as: livelihood training, business skill training, TOT training for cluster leaders/partners.
• Travel to branches to support/monitor clients training at least 1 training/1 branch per year.
• Facilitate clients training including review training agenda/documents/beneficiaries, consultant/lectures recruitment.
• Develop assessment tool for clients trainings, monitor clients trainings and effective valuation of trainings.
TRAINING AND CAPACITY BUILDING FOR STAFF
• Evaluates all delivered training and makes changes in training where appropriate.
• Conducts periodic staff training needs analysis; coordinates staff training events and courses with the support of PnC.
• Revises and updates all the training modules in accordance with the changes in policies and procedures, as well as the best practices in the industry and conduct some training modules.
• Identifies and continually develops trainers for each field (Internal Audit, MIS/ IT, P&C, Admin, and branch operations).
• Responsible for ensuring that all the staff receive training in respective policies, procedures and standards;
• Prepare the annual training plan for all staff with estimated budget, revise and update the training plan (if needed).
• Ensures that all new, re-assigned, and promoted staff receives adequate training from MFI’s training unit, or if necessary from external trainers or training providers.
• Ensures the availability of training equipment and venue for the scheduled training/e-training.
PRODUCTS
• Develop new product for Micro Finance espesscially Insurane and Saving for Microfinance clients.
• Conduct market survey for new product, analysis market survey result, design new product and write product proposal, seeking Visiond Fund International (VFI) approval including VFI product director/VFI Regional Director and Board approval.
• Develop client survey/group discussion tool for new product survey.
• Ensure the product pilot and adjustment, follow up with the implementation of product, prepare monthly/quarterly/annual product reports.
• Manage and update the current products, ensure the effectiveness of products.
BOARD COORDINATION
• Organize the Field visit for the Board.
• Ensure that Board and Committee documents (charters), meeting documentation and processes are in order, periodically reviewed and well supported
• Ensure correct information is filed with local regulators and the VFI Governance Database. Respond to VFI Governance requirement/ report.
• Assist with Board evaluations and development
• Support the process of appointing and on-boarding new Board members
• Put in place and maintaining Board tools (e.g. Board succession plans, a forward agenda which enables the Board to plan its work over rolling 3 or 4 year periods, Board profile etc)
