AKF Master Trainer's Guide 4-6-16

Sustainable Formation of Savings Groups Master Trainer’s Guide – Draft For internal use only 3/31/2016

Sustainable Formation of Savings Groups (SFSG)Master Trainer’s Guide Table of ContentWho are the Participants? ____________________________________ 3What are the Objectives? _____________________________________ 3When does Training take place?________________________________ 3Where does Training take place? _______________________________ 4What to do BEFORE the Training? ______________________________ 4What to do DURING the Training? ______________________________ 5What to do AFTER the Training?________________________________ 6What are some key Adult Learning Principles to follow? ____________ 7How often will Trainers visit Savings Groups?_____________________ 8 2

Sustainable Formation of Savings Groups (SFSG) Who are the Participants?1 Master Trainer (MT) and a maximum of 2 to 3 Savings Group Trainers (SGT) per session. What are the Objectives?Equip SGTs to form Savings Group functioning in a transparent and autonomous manner and to register them to the web dataplatform using The Company Trainer App. When does Training take place?Anytime there are new SGTs. At dates and times agreed upon between MTs and SGTs as per the following schedule:Days Duration Sessions Job-aid TopicsDay 1 3 hours Session 1: Video 1: Formation and naming Video 2: Leadership Roles and Weekly Savings Rate Video 3: Fines and Helpers; 1st savings meetingDay 2 3 hours Session 2: Video 4: Loan duration and fees Video 5: Fine for loan lateness Video 6: Loan evaluation and 1st loansDay 3 2 hours Session 3: Video 7: Share-out date setting Video 8: Check-up and 2nd loansDay 4 2 hours Session 4: Video 9: Distribution of funds Master Trainer’s Guide Video 10: Opening the second cycleSessions 1, 2 and 3 should be at least one day apart. Ideally, for immediacy sake, session 4 would happen a week prior to the firstdistribution meeting of a Trainer. But it is important for SGTs to understand the entire process before they start forming SavingsGroups. Hence, when possible, it is recommended to have a refresher session prior to the first distribution meeting to ensure thatSGTs grasp the distribution meeting procedures. 3

Sustainable Formation of Savings Groups (SFSG) Where does Training take place?Quiet location in the villages agreed upon between MTs and SGTs. Have a chair and enough water for each participant. Fully rechargetablets and cell phones batteries prior to each session. What to do BEFORE the Training?Select Trainers Confirm training date and locationsGive phone to Trainers with preloaded app Ask Trainers to get ready for the trainingSelect Trainers Confirm dates and locations Give phone to Trainers with Ask Trainers to get ready for Master Trainer’s Guide preloaded mobile app the training Meet Community leaders  Check your schedule Meet community members  Identify dates when you are  Recharge phone battery  Show Trainers how the phone Explain SFSG  Set up phone for new trainers operates Ask them to select potential available  Upload the Trainer mobile app on  Propose a couple of options to  Launch the Trainer App on the Trainers the phone phone Meet potential Trainers Trainers for each session  Set an appointment with the Have Trainers’ consent  Discuss about locations most  Explain briefly the different features Ensure that Trainers have their Trainers of the mobile app convenient for Trainers  Meet the Trainers spouse’s approval  Agree with Trainers on dates and  Provide a phone to each trainer,  Ask Trainers to watch all the Savings Register Trainers’ full name, address Group Formation videos at least 2 location including headset and charger. times and to get ready to facilitate and phone number  Add agreed upon training dates and all the meetings the same way the Explain next steps Trainer character does in the videos location to your Google calendar  Encourage Trainers to do their best to prevent distraction during Training 4

Sustainable Formation of Savings Groups (SFSG) What to do DURING the Training? Demonstrate Give Answer Feedback questions Observe Observe Practice PreparationDemonstrate Answer questions Observe Observe Practice Give feedback Master Trainer’s Guide preparation Explain the training process  Create a safe  Have participants take  Thank SGTs Facilitate each meeting in subsequent order environment for all  Give participants turn practice facilitating  Describe what went Instruct SGTs to play the role of SG participants to ask time to watch the meetings questions openly each video well members as you are playing the role of SGT  Play the role of SG  Explain what they can Proceed exactly as in the videos from the  Answer SGTs’ questions  Encourage them members during and after the to ask clarifying do better mobile App demo questions as they  Ask questions  Ask clarifying Prepare well so you do not have to refer to are watching  Encourage them to  Redirect questions that questions the phone all the time you already answered  Help with practice in local language  Answer SGTs’ Use a language accessible to the SGTs to other participants (as long as you Tell when demo starts and when it finishes translation if understand) questions  Tell and show anytime necessary  Pause to clarify or help  Tell and show so SGTs are clear on which role they are out as necessary  Give other playing you think that Keep in mind the key Adult Learning “showing” can add  Take notes so you can opportunity to Principles more value than just practice short “telling” provide objective and segment as time precise feedback allows  Congratulate them 5

Sustainable Formation of Savings Groups (SFSG) What to do AFTER the Training? Check in Remain Give feedback available Help sync dataCheck in Give feedback Help sync data [when necessary] Remain available Master Trainer’s Guide  Turn on mobile data on your tablet Touch base with SGTs as  ALWAYS thank Trainers for their time  Go to settings  Encourage them to  Make them feel at ease  Turn on “mobile hotspot” possible, at the beginning they  Ask what went well and what can be  Identify the name of your hotspot ask questions or need support and share their concerns encouragement to keep going improved  Turn on Wi-Fi on Trainers’ phone via text messages as  Focus on them and try to understand their necessary Ask about progress,  Tap the name of your mobile hotspot point of view  Let them know that challenges, concerns, etc…  Ask clarifying questions on the phone  Answer to their questions the Company is Observe some SG meetings to  Explain what they can do better  Tap connect to connect to it there to support  Explain the WHY – not just the HOW  Enter the code provided on your them as necessary the extent possible  Tell and show  Give other opportunity to practice short tablet when you turn on “mobile  Do a refresher if you Provide more support to those hotspot” segments as time allows consider that many who need more  Remember to turn off mobile hotspot of them are having  ALWAYS congratulate them for their hard some similar issues on your tablet and Wi-Fi on their work phone as soon as you are done  Keep it private 6

Sustainable Formation of Savings Groups (SFSG) What are some key Adult Learning Principles to follow?Adult learners need to… They learn better when they… Feel respected, and  Consider that their contribution is appreciated Participate in decisions that affect their lives.  Are in a safe environment, and  Are involved into small group work.As Master Trainers, your work will have better results if you follow these basic principles:Respect Participation Affirmation Safety Small Group WorkGreet nicely Create dialogue Congratulate Show respect Provide clear Master Trainer’s Guide Clap, nod instructionsSmile genuinely Ask open Paraphrase Be humble Tell how to form questions Smile groupsListen actively Give thumbs up Remain calm Clarify as Listen more than Sing, dance, necessaryPrepare properly you speak laugh together Laugh together Give enough time Share in plenarySpeak Create safe Sit with them Discuss pros andappropriately environment cons Apologize when Vote whenStart and finish Let them speak you make making decisionson time freely without mistakes pointing fingers 7 Redirect questions

Sustainable Formation of Savings Groups (SFSG) How often will Trainers visit Savings Groups?As job aid for the Trainers, they all have The Trainer App loaded on their mobile phone. It includes a series of 11 videos. A PromotionalVideo that can be used to explain the SFSG methodology to community leaders and community members interested into learningabout the program. The additional 10 videos are used by Trainers to facilitate 10 training meetings with Savings Group members asper the following schedule that also highlights the frequency of Trainer’s visit to Savings Groups.Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 Month 13 ??Meeting 1: Group Formation and Naming Regular Savings and Loans Meetings Meeting 2: Leadership roles and Weekly Savings Rate Meeting 3: Fines, Helpers, first savings Meeting 4: Loan duration and fees, second savings Meeting 5: Fines for loan lateness, third savings Meeting 6: Loan evaluation and first loans, fourth savings Meeting 7: Distribution date setting, fifth savings Savings meeting Savings meeting Meeting 8: Check-up meeting and second loans Meeting 9: Distribution of Funds – Payment of Training Fees Meeting 10: First meeting of a new cycle – review rules Master Trainer’s GuideTraining meetings facilitated 8 Group Members manage meetings on their own 9 1 by Trainers Trainer’s visit – Optional 01234567 8