Guide

Business Plan Guidelines for Microfinance Institutions

Preparing business plans in microfinance
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This document sets out guidelines for MFIs on developing their business plan.

The business plan should contain an executive summary that should be restricted to two pages. It should also contain necessary information about:

  • Microfinance industry, the institution and its products;
  • Market research and analysis;
  • Marketing plan;
  • Formalization and/or regulatory environment;
  • Operations plan;
  • Management team;
  • Critical risks and assumptions;
  • Financial plan.

The business plan should also contain details about the proposed MFI offering, with details of the desired financing, securities offered, capitalization and use of funds that are being raised.