Introduction

Training & Coaching Microfinance Field Staff Training Course equips participants with the skills and knowledge to effectively train, mentor, and coach field staff in microfinance institutions (MFIs). Well-trained field staff enhance client engagement, operational efficiency, and overall program impact. This course emphasizes adult learning principles, coaching techniques, training design, and performance monitoring to ensure field staff are competent and confident in delivering financial inclusion services.

Through interactive workshops, practical exercises, and case studies, participants will develop coaching and training strategies tailored to field staff needs. By the end of the course, participants will be able to design training programs, deliver effective coaching, monitor field performance, and build the capacity of staff to achieve organizational and program objectives.

Programme Curriculum

Training & Coaching Microfinance Field Staff Training Course

Introduction
Training & Coaching Microfinance Field Staff Training Course equips participants with the skills and knowledge to effectively train, mentor, and coach field staff in microfinance institutions (MFIs). Well-trained field staff enhance client engagement, operational efficiency, and overall program impact. This course emphasizes adult learning principles, coaching techniques, training design, and performance monitoring to ensure field staff are competent and confident in delivering financial inclusion services.

Course Objectives

Understand principles of adult learning and field staff training
Develop training curricula tailored for field staff
Implement effective coaching techniques
Enhance field staff performance and productivity
Conduct on-the-job mentoring and support
Use feedback to improve staff competencies
Align training with organizational and program goals
Incorporate digital and blended learning methods
Monitor and evaluate training effectiveness
Strengthen communication and team collaboration
Build capacity for continuous learning and improvement
Address challenges faced by field staff in operations
Gain hands-on experience in coaching and training delivery

Organizational Benefits

Enhanced field staff performance and productivity
Improved client engagement and satisfaction
Standardized training and coaching processes
Strengthened organizational capacity and efficiency
Reduced operational errors and compliance risks
Improved staff motivation and retention
Evidence-based evaluation of training impact
Stronger communication and team cohesion
Better alignment of staff skills with organizational objectives
Capacity building for trainers and supervisors

Target Audiences

HR and training managers
Field supervisors and team leaders
MFI executives and managers
Learning and development officers
Program and operations coordinators
Compliance and risk management staff
Training consultants and facilitators
NGO or donor program staff

Course Duration: 5 days

Course Modules

Module 1: Introduction to Field Staff Training & Coaching

Principles and importance of training and coaching field staff
Role of training in operational efficiency
Adult learning principles and application
Aligning coaching with organizational objectives
Challenges in field staff training
Case Study: Effective field staff training in an MFI

Module 2: Training Needs Assessment for Field Staff

Identifying skills gaps and training requirements
Tools for assessing field staff competencies
Prioritizing training needs
Engaging staff in identifying learning requirements
Aligning needs with program objectives
Case Study: Conducting training needs assessment in rural operations

Module 3: Designing Training Programs

Developing training curricula for field staff
Creating learning objectives and outcomes
Selecting appropriate training methods
Integrating practical exercises and role-plays
Aligning training with organizational goals
Case Study: Designing a training program for financial literacy field staff

Module 4: Coaching Techniques for Field Staff

Principles of effective coaching and mentoring
On-the-job coaching strategies
Observation and feedback methods
Motivating and developing field staff
Addressing performance challenges
Case Study: Implementing a coaching program for loan officers

Module 5: Digital and Blended Learning Methods

Using technology for training and coaching
E-learning and mobile learning applications
Combining classroom and digital approaches
Enhancing engagement and retention
Tracking learning progress digitally
Case Study: Blended learning for field staff in an MFI

Module 6: Monitoring and Evaluating Field Staff Performance

Designing performance monitoring systems
Collecting and analyzing field staff performance data
Providing actionable feedback
Identifying training gaps and improvement areas
Reporting and documentation of performance
Case Study: Monitoring field performance in a rural microfinance program

Module 7: Building a Culture of Continuous Learning

Promoting self-directed learning among field staff
Encouraging knowledge sharing and peer coaching
Developing career growth and progression pathways
Recognition and reward for learning achievements
Continuous improvement strategies for training
Case Study: Establishing a learning culture in an MFI

Module 8: Practical Exercise: Field Staff Training & Coaching Plan

Developing a comprehensive training and coaching plan
Integrating assessment, coaching, and monitoring components
Peer review and feedback sessions
Presenting plans to management and stakeholders
Applying lessons from case studies
Case Study: Participants create and present a full field staff training and coaching program

Training Methodology

Interactive presentations and discussions
Hands-on training design and coaching workshops
Group case study analysis and problem-solving
Peer review and feedback sessions
Practical exercises in coaching, mentoring, and assessment
Presentation and evaluation of drafted training and coaching plans

Register as a group from 3 participants for a Discount

Send us an email: info@fineskilltrainingcenter.org or call +254769199797

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.
f. Payment should be done at least a week before commence of the training, to Fineskill Training Center account, as indicated in the invoice so as to enable us prepare better for you.

Skills & Software Covered

ms Word Mifos X Musoni System Temenos T24

Programme Fee

Duration: 5 Days

Method: Online or Physical

Online Price: $1,000

Physical Price: $1,500

Certification: Accredited Certificate

View Available Dates 📄 Download Course Outline (PDF)

Available Sessions

Location

Month

Year

Sep 21 2026

21 Sep — 25 Sep 2026

💻 Online / Virtual session

Online $1,000