Course Description

Image of women in Savings Group training

Course Description


SAVIX Savings Group Management Information Systems (MIS Design, operation and application) 

Online Monday, August 207to Friday, November 9, 2018 
Facilitator: Hugh Allen


Course Description

This new fully online course which will be facilitated by the creator of the SAVIX Hugh Allen and will include the same skills and processes covered in the popular Savings Groups face-to-face course offered in Africa by the SMDP and Hugh Allen over the past several years.

Image of Women Saving

Topics covered in the course will include:

  • Architecture of the MIS
  • MIS setup and the creation of multiple projects in a single MIS
  • Creation of MIS user-defined fields (standard data fields and User-defined fields)
  • Setup of automatically generated project-level Trainer performance reports
  • Data entry (including on Android mobile phones)
  • Report preparation and printing: Senior management reports, Operational reports and Data aging reports
  • Report analysis and application to management decisio0n-making
  • Creation of national and international networks of projects, across different MIS instances and invitations
  • Creation of Network reports

Course Outcomes

The course is a fully on-line course, divided into 5 Modules, delivered over a 4-month period.  It has the following learning objectives:

  • To be able to arrive at an architecture for the system that is appropriate for your institution
  • To be able to collect high quality data and to analyses performance in the field
  • To be able set up the system for at least one project in one MIS
  • To be able to enter data and prepare a full suite of reports and to distribute those reports tailored to the needs of different stakeholders (Trainers, Supervisors, Managers, Donors and International audience
  • To be able to analyses reports in terms of:
    • National/international competitiveness (benchmarking)
    • Supervisor and Trainer performance
  • To be able to set up a Network of projects (including Network-level User-defined fields),

Participants will leave the course fully able to create, configure and manage the full range of MIS functions at all levels of use.

Image of Women in a savings group

Course Modules

The five course modules are:

  • Module 1:  What is an MIS and what is an appropriate architecture for different types of institutions, in line with anticipated programme outcomes (log-frame) and
    • configured with appropriate User-defined fields and Report formats
    • created within an administrative system that is enabled to maximize the application of reports to improve management performance
  • Module 2: Pre-setup data collection by MIS Administrator and Project Administrator data  collection.                  
  • Module 3:  Setup by MIS and Project Administrators (including User-defined fields) and first data entry.  This requires participants to:
    • provide detailed information on their institution
    • provide identities of the personnel that will perform supervision and data collection roles
    • collect and submit Excel-based data from at least 10 groups
    • enter and correct data as needed
  • Module 4:  Project report preparation at project level:
    • Project performance cluster (Project performance report, Benchmark report and Trends reports)
    • Operational reports cluster (Trainer comparison report, Group comparison report of groups designated under a given Trainer, Group performance report of a single selected group and Data aging report)
  • Module 5:  Setting up a network. Joining and leaving a network. Demonstrate network level  aggregation and comparison reports.

Course Approach

The course is comprised of a series of webinars, case-studies, fieldwork, online exercises and individual tutorials.  The use of individual tutorials is to assist individual participants as they go through the setup process and will be conducted on Skype screen sharing.

Please contact Hugh Allen  if you have questions relating to preferred delegate profile and general architecture of the system.




Hugh Allen