Operational Toolkits

Exchange’s toolkits are compiled in-house and distributed to participants at the Peer Exchange Forums. Toolkits are compiled for subjects in which Exchange has worked with partners and has on-the-ground experience. They complement our in-person forums and other publications. To access any of the toolkits, please email us here with the name of the toolkit requested.

Exchange CD #6, Branch Managers Forum

This CD contains the tools and templates shared during our March-April 2009 forum in Chennai, India: 'Effective Branch Management: The Key to Growth.' It provides information that is key to branch managers' understanding of the structure and operations of the branch as well as its connection to larger processes within the institution. The presentations and documents cover the topics of branch and credit risks, problem loans, performance, succession planning, sales training, operations and controls, and change ... more

Exchange CD #5, Leveraging Human Capital Forum

This CD presents the tools and templates shared during our May 2008 forum in Luxembourg, 'Leveraging Human Capital for Performance and Growth.' It includes tools and templates that can be applied towards Human Capital Management process by Small Business Banks and Microfinance Institutions. A reference group of external resources for further research is included as well. All presentations and training materials from the three day forum are included in the CD.

Exchange CD #4, Risk Mitigation Strategies Forum

This CD has been created from the tools and templates shared during our three-day Forum on Risk Mitigation Strategies for Fast-Growing Banks held in June 2007. It includes the presentations from the Forum as well as publications and tools developed and shared by the speakers. Resources on comprehensive risk management, credit and operations, technology, and alternate delivery channels are included on the CD. Tools are provided for several risk issues related to growth - whether it be developing new products such as saving ... more

Exchange CD #3, Individual Lender Training for Managers and Officers

This CD toolkit compiles the lessons, power points, and exercises that were developed on Individual Microlending and piloted among lenders and managers of partner banks jointly with MicroSave in Kampala, Uganda.

Exchange CD #2, Small Business Lending Forum

Our Small Business Lending Forum CD provides training material and exercises, as well as power points and summaries of the sessions.

Exchange CD #1, Risk Management Forum

This CD contains tools to address such topics as credit, operations, institutional, and product risk management, as well as summaries and power points of the presentations.