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What is Microfin

Microfin Structure
Sample screens
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Microfin 4

Microfin is a sophisticated Microsoft Excel spreadsheet which has been designed to assist Micro Finance Institutions in developing detailed financial projections to accompany their business plans. This software, and the companion Business Planning Manual, have been developed with the assistance of the Consultative Group to Assist the Poorest (CGAP) and Women's World Banking (WWB). The materials were developed starting in 1997 and are currently in use in hundreds of Microfinance Institutions around the world.

To download a Word document containing an overview of Microfin, click here.

Descriptions of Microfin and the Business Planning Handbook are provided below:

Business Planning and Financial Modeling Handbook

The 500-page Handbook comes in a 3-ring binder and contains chapters on the following:

	Developing a Strategic Plan
	Using Microfin in Operational Planning
	Defining Products and Services
	Defining Marketing Channels by Projecting Credit and Savings Activity
	Planning Institutional Resources and Capacity
	Developing a Financing Strategy
	Analyzing Financial Projections and Indicators
	Using Business Planning as an Ongoing Management Tool

Business Planning Framework
STRATEGIC PLANNING	OPERATIONAL PLANNING
Mission and Goals
Markets and Clients	Products and Services
Environmental Analysis Competition Collaborators Regulatory Factors Other External Issues	Marketing Channels / Credit and Savings Projections
Institutional Assessment	Institutional Capacity and Resources
Credit & Savings Program Board and Management Human Resources Administration Financing Sources Financial Management	Loan Loss Provisioning
	Loan Officer Caseload
	Program-level Expenses
	Admin-level Expenses
	Financing Strategy
	Financial Management
Strategy	Business Planning as an Ongoing Tool

Microfin

View a schematic of the Microfin structure

View sample screen clips from Microfin

Using Microfin requires that you have any version of Excel installed on your computer (Excel 97, Excel 2000, Excel XP). Microfin will perform on any Pentium computer as long as the computer has at least 64M of RAM installed. Without this minimum requirement for memory, the model will not run properly.

For more details on Microfin's operation and capabilities, you can download Chapter 1 of the Business Planning Handbook here.

Click here to download the latest version of Microfin.

This website is managed by Chuck Waterfield. If you have any questions or comments about the website, please email waterfield@microfin.com