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Evaluation Map Guide Evaluation Map Guide Evaluation Map Guide - - PowerPoint PPT Presentation

Evaluation Map Guide Evaluation Map Guide Evaluation Map Guide Evaluation Map Guide Progress on Output 1 Progress on Output 1 Progress on Output 1 Progress on Output 1 Madrid Meeting at CECE 22 July 2016 1 Contents 1. Basic assumptions


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Evaluation Map Guide Evaluation Map Guide Evaluation Map Guide Evaluation Map Guide

Progress on Output 1 Progress on Output 1 Progress on Output 1 Progress on Output 1

Madrid Meeting at CECE

22 July 2016

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Contents

  • 1. Basic assumptions of the EMG
  • 2. Key concepts
  • 3. Phases of the Evaluation Map Guide
  • 4. Analysis dimensons of the projects
  • 5. Identification of the relevant projects
  • 6. Main characteristics of the projects
  • 7. Main challenges for the FinKIT team

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  • 1. Basic assumptions of the EMG

Evaluation Map Guide is a set of materials that allow trainers to take their evaluative decisions regarding projects, materials and methodologies to work with specific social groups in terms of training on financial literacy.

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  • 2. Key concepts
  • relevance of the project/initiatives;
  • effectiveness of outputs;
  • impact of the project/initiatives;
  • quality of project/initiatives partnership;
  • medium term sustainability potential.

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  • 3. Phases of the Evaluation Map Guide
  • Analysis of projects already developed
  • Deadline: 31 May (30 September) 2016
  • Contributions to the development of evaluation tools
  • Deadline: 30 September (31 October) 2016
  • Validation of the evaluation map
  • Deadline: 31 December 2016

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  • 4. Analysis dimensons of the projects
  • Types of promoters;
  • Types of projects;
  • Aims of the projects;
  • Target population;
  • Products/actions developed;
  • Results achieved.

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  • 5. Identification of the relevant projects

by countries/partners

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5.1. Italy – Projects identified

  • ABACO project
  • Multipartner (European Project)
  • Welfare finanziario comunitario
  • Municipality (Milano)
  • Rendimento e rischio
  • Brokeer
  • Educazione finanziaria - Banca della Maremma
  • Bank (Banca della Maremma)
  • FEDUF project
  • Fondazione per l’Educazione Finanziaria e al Risparmio (ABI)

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5.2. Spain – Projects identified

  • Finances for all (Finanzas para Todos)
  • Spanish Central Bank
  • Go ahead with your future: Finances for Life
  • Bank (BBVA)
  • Future retirement (Jubilación de futuro)
  • Bank (BBVA)

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5.3. Portugal – Projects identified

  • “Todos contam” - National Plan for Financial Education
  • National Council of Financial Supervisors
  • Financial Education Project
  • APB - Portuguese Banking Association
  • CETELEM – Financial Literacy Sessions
  • Bank (BNP Paribas)
  • Manage and Save (Gerir e Poupar)
  • DECO (Portuguese Consumer Association)

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  • 6. Main characteristics of the projects
  • Diversity of promoters (related to the banking system);
  • Generic target population and micro entrepreneurs;
  • Development of pedagogical tools (guides, basic books and reports);
  • Training (dissemination sessions);
  • Low long term sustainability related to funding.

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  • 7. Main challenges for the FinKIT team

To understand the tensions between:

  • Applied studies or “intervention projects”;
  • Actions located in time or ongoing projects;
  • Projects oriented to all population or projects oriented to

target groups;

  • Create written pedagogical suports or online applications;
  • Achieve the aims of the project or ensure the long term

sustainability.

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Final consideration for discussion

What kind of benchmarking can we develop for the EMG of FinKIT Project?

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