Guide to the PPI
Organizations that wish to use the PPI should be sure that the right staff members are trained in appropriate PPI administration. Grameen Foundation provides learning materials to help PPI users navigate the 5 steps in the PPI implementation cycle. Please log in to access the documents below.
PPI Standards of Use
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Basic Download in English Lists the minimum standards for appropriate PPI use and reporting; prerequisite for basic PPI certification. |
Advanced Download in English Outlines the features of an integrated advanced PPI user; prerequisite for advanced PPI certification. |
Tracking Over Time Download in English Lists steps that must be taken to properly track client poverty levels using the PPI; prerequisite for PPI certification in tracking over time. |
PPI Data Intake Tool
The PPI Data Intake Tool is form based in Microsoft Excel. PPI users must first enter the indicators and response values from their country's PPI scorecard and look-up table as directed. Once the tool is customized for their PPI, they can use the form tab to input PPI survey responses. The PPI Data Intake Tool can be translated into multiple langages using a drop-down menu on the first tab.
Download the PPI Data Intake Tool (Excel, 0.5MB) and the corresponding manual in Spanish and English (PDF, 0.4MB, French coming soon).
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PPI Learning Series Handbook: Piloting the PPI Checklist: Confirming operational readiness Checklist: Confirming the sampling strategy Checklist: Ensuring data integrity Checklist: Preparing for and conducting interviews |
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The PPI Implementation Cycle

- Design: An organization’s management team designs a plan for PPI administration and analysis within their organization.
- Collect: Staff members collect PPI survey answers from respondents.
- Report: PPI data is reported accurately and with indicators that matter to management.
- Understand: Management achieves a deeper understanding of the lives of survey respondents.
- Decide: Management applies new knowledge and understanding to strategic decision-making.
The PPI should be administered repeatedly at an interval determined by the organization so that management can track client poverty over time. Each time the PPI is administered, the organization will have the chance to fine-tune the process.


