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Topic Snapshot: Planning

Creating a Loan Program

• Assessing Organizational Readiness (2009) -- Available formats: pdf
  This is an assessment survey that businesses and potential clients complete.
• Checklist of Major Program Areas and Activities (2002) -- Available formats: html
  Checklist of Major Program Areas and Activities for Financial Loan Programs.

Sustaining a Loan Program

See also the topic Sustainability
• Presentation of Sustainability - Loan Fund Projections (2007) -- Available formats: xls
  These are the projections that the Washington Access Fund made as it looked at sustainability for its loan program.
• Steps to Prudent Investing of Program Funds (2001) -- Available formats: html
  This paper summarizes a checklist of steps to successful investment management of program funds, highlights certain steps in some detail, provides explanations of several investment instruments Alternative Finance Program (AFP) administrators may choose to use, and provides examples of program cash flows.
• Performance Evaluation Tools and Formulas (2004) -- Available formats: rtf
  A tool to understand empirical measures of program effectiveness.

Strategic Planning

See also the topic Boards
• MPower Worksheet for Strategic Planning (2009) -- Available formats: rtf
  This worksheet was used by the mPower board to consider program goals and concerns of stakeholders.

• Strategic Plan Draft Document for Virginia's New Well Fund (2009) -- Available formats: rtf
  This draft document shows the goals and objectives that the board determined for its strategic plan. it also provides a list of specific activities, timelines, person's involved, and indicators of the outcome of the activities.
• Top Tips for Building Your Loan Program Board for the Future (2008) -- Available formats: rtf
  This list summarizes the key points about building a board, from recruiting, to orienting new members, to communication strategies that work.

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