Investor/Donor Planning Guide for Implementing Client Protection Initiatives

Investors and donors can use this short worksheet to plan for the integration of client protection into their due diligence processes and their funding strategies. The worksheet first guides the user through the process of assessing current resources and priorities to take stock of where client protection efforts may best fit within current workflows. Then, the worksheet provides two tables in which several possible client protection activities and initiatives are presented. Users can fill in the tables indicating possible activities, estimating time commitments, and laying out specific steps to accomplish the initiative. Though presented as an internal planning resource, the worksheet results can easily be shared with external stakeholders such as funders or MFI clients.