WOMEN EMPOWERMENT THROUGH DELIVERY OF MICROFINANCE SERVICES IN ETHIOPIA

 

 

By

 

Kejela Gemtessa (M.Sc. in Agricultural Economics)

 

 

Abstract

 

 

The study on women empowerment through delivery of microfinance services in Ethiopia was commissioned by the Association of Ethiopian Microfinance Institutions (AEMFI). The purpose of the study was to assess the performance of microfinance institutions in empowering women in rural and urban areas.  The study was conducted in four Microfinance Institutions’ (MFIs) operation areas. These MFIs are Oromiya Credit and Saving Share Company (OCSSCO), Wasasa MFI, SFPI, and Amhara Credit and Saving Institution (ACSI). The study was conducted from March to June 2006.  WABEKBON Consult was commissioned and undertook the study.

 

The study revealed that women have a strong hold in deciding on issues related to saving, credit receiving, repayment and utilization. Moreover, consultation (joint decision) with husbands improved on such matters.

 

Participation in the microfinance services has improved the women clients’ income because they launched new ventures and also expanded their economic activities horizontally and vertically.

 

Women clients have also created assets, including controlling land,  due to the improved decision making on receiving credit, savings, and improved income as a result of the microfinance services. Women clients’ dependence on their husbands has also reduced the increased income has led women clients to self reliance and economic empowerment.

 

Microfinance also contributed significantly to women clients’ self-esteem and confidence. This might be due to the increased level of acceptance and appreciation both at household and community level.

 

The empowerment level of women clients of rural and pre-urban seems similar and there is no statistical difference between the two groups in all parameters. 

 

However, full women empowerment stage can not be achieved by microfinance services alone. Other government policies and strategies could also influence the level of women empowerment. Women empowerment could also influenced by factors such as literacy rates, life expectancy at birth, sexual and physical abuse against women, etc. Future researches need to include such important indicators in conducting similar studies.

 

Finally, the paper presents key recommendations on group formation, deepening the outreaches,  business plan development,  capacity building, and experience sharing among women.

 

 


 

1. Conceptual Framework of Empowerment

 

CARE defines an ‘empowered woman’ as women who enjoy bodily integrity (is free from coercion over her physical being), has positive images of her own worth and dignity, has equitable control and influence over strategic household and public resources, and lives in an enabling environment in which women can and do engage in collective effort.

 

Another definition of empowerment is given by Alsop, R. and Heinsohn, N. (2005). They defined empowerment as a person’s capacity to make effective choices and to transform choices into desired actions and outcomes. The extent to which a person is empowered is influenced by personal agency (the capacity to make a purposive choice) and opportunity structure (the institutional context in which choice is made).  To determine degrees of empowerment various indicators are suggested: for agency, asset endowments - psychological, informational, organizational, material, social, financial or human; for opportunity structure, the presence and operation of formal and informal institutions, including the laws, regulatory frameworks, and norms governing behavior. 

 

Malhotra, Anju, et al. (2002) defined empowerment as the ability of people to make strategic choices in areas that affect their lives. Two key factors in the process of empowerment are identified: control over resources (the conditions for empowerment) and agency (the ability to formulate choices).

 

Moghadam, V.M. and Senftova, L. (2005) also argue that empowerment is defined as a multi-dimensional process of civil, political, social, economic, and cultural participation and rights. They presented six domains, namely; socio-demographic indicators, bodily integrity and health, literacy and educational attainment, economic participation and rights, political participation and rights, and cultural participation and rights. Indicators include: life expectancy at birth, sexual and physical abuse against women, literacy rates, amount of maternity leave, and the number of feminist resources in the print and electronic media.

 

Kabeer, N. (2005) presented empirical evidence on the impact of microfinance with respect to poverty reduction and the empowerment of poor women in South Asia. It becomes apparent that while access to financial services can and does make vital contributions to the economic productivity and social well-being of poor women and their households, it does not ‘automatically’ empower women. Like other development interventions such as education, political quotas, etc, that seek to bring about the radical structural transformation that true empowerment entails, microfinance presents a range of possibilities rather than a predetermined set of outcomes. Which of these possibilities are realized in practice will be influenced by a host of factors, including the extent to which the programs are tailored to the needs and interests of those they are intended to reach, the nature of the relationships which govern their delivery, and the caliber and commitment of the people involved.

 

Mayoux, L. (2006) argued that women's access to microfinance services has significantly increased over the past two decades. By enhancing women's ability to earn an income, these programmes have the potential to initiate a series of ‘virtuous spirals’ of economic empowerment and increased well-being for women and their families. However, this paper challenges assumptions about the automatic benefits of micro-finance for women. For example, high repayment levels by women do not necessarily indicate that they have used the loans themselves. Men may take the loans from women, or women may choose to invest loans according to men's priorities. Likewise, high demand for loans by women may be a sign of social pressure to access resources for in-laws or husbands rather than an indicator of empowerment. Where women are unable to negotiate changes in intra-household and community gender inequalities, they may become dependent on loans to continue in low-paid occupations with heavier workloads. However, these shortcomings should not discourage microfinance programmes being undertaken. The experience of current innovations in many programmes indicates a range of ways in which contribution to women's empowerment can be increased. Suggestions include the need to provide services to reduce the burden of unpaid domestic work on women, including childcare, and to ensure that repayment schedules and interest rates reflect the reality of women's economic activities and life cycles.

 

Generally, the empowerment of women refers to access to economic resources, participation of women in political and social affairs and making decision at the household and community level, end violence against them, and a change in the image and status of women in the society. The achievement of all these is a matter of human rights and a condition for social justices. Lack of access to resources and development of human capital limits empowerment of women regarding aspects discussed above.

 

 

2. Objectives of the Study

 

The main objective of the study was to assess the performance of microfinance institutions in empowering women in rural and urban areas. In relation to this major objective, the specific objectives outlined were identifying and reviewing the role of women in economic and social development in Ethiopia;  assessing the overall performance of microfinance institutions in empowering women clients;  reviewing best practices that can make a positive contribution to women’s empowerment through the delivery of microfinance services; assessing the challenges of women clients in the microfinance industry;  recommending the way forward to improve the delivery of financial service to women clients;  and developing an action plan to implement the recommendations of the study.

 

This study has mainly aimed at assessing the extent to which microfinance contributed to women empowerment in economic, social, political, and knowledge and self confidence. The study is designed in such a way that comparisons on women empowerment could be drawn among women clients and non-clients on one hand and women clients before and after the microfinance interventions on the other. The variables under investigations were based on conceptual frameworks of previous studies.               

 

3. Hypothesis

 

Previous studies discussed under section 3 indicate that microfinance plays great roles in women empowerment.  The major indicators for women empowerment can be categorized broadly into economic empowerment, political empowerment, and social –cultural empowerment. Based on the conceptual framework, the consultants framed the hypotheses illustrated below.

 

(i)                  Economic Empowerment 

  • MFIs created better access to financial services for women clients.
  • Women clients’ control over cash income improved at household level.
  • Men have perceived positively the women clients’ control of cash in a wider community level.
  • Women clients’ undertook activities which produce better income.
  • Women clients’ domestic workload reduced.
  • Women clients have equal access and control of land and other assets at household level.
  • Women clients have equal control of joint household produce and income stream from this.
  • Women clients’ negotiation power over the price of their products improved in the market.
  • Mobility of women clients to the market for inputs and output marketing improved
  • Economic dependency of the women on husbands reduced, hence, their autonomy  enhanced.

 

(ii)               Socio-cultural  Empowerment

 

  • Women clients’ participation in non-formal education increased after MFI intervention.
  • Women clients’ role in household decision making increased .
  • Violence towards women decreased at household level.
  • Financial institutions view women as potential clients after MFI intervention.
  • Women’s mobility out of the community is an acceptable social norm.
  • Women’s prestige and status in the eyes of their husbands raised and increased consultation.

 

(iii)             Political Empowerment  

 

  • Women clients developed confidence and claimed political/legal rights.
  • Women clients got/have legal rights to jointly own household assets.
  • Women clients are consulted /agreed on for transferring/holding collateral of household assets for third parties.
  • Women clients hold political positions in the local constituencies
  • Women clients have legal rights to land both traditional and formally.
  • Women became assertive of their rights.

 

(iv)             Knowledge Development  

  • Women clients’ awareness on HIV/AIDS prevention improved.
  • Women clients’ awareness on prevention of HTP improved. 
  • Women clients’ use of modern contraceptives/family planning improved. 
  • Women clients’ access to information improved. 

 

4. The Study Methodologies

 

Multi-stage sampling methods were used for the study. The first stage was the selection of sample MFIs.  Four MFIs namely; ACSI, OCSSCO, Wasasa, and SFPI were selected for the study. Secondly, six sample Woredas, where the sample MFIs operate, were selected purposively. These were Guto Wayu, Sibu Sire, Akaki, Sendafa, Holeta, and Dawa Chafa Woredas.  The third stage was the selection of sample Kebeles where the sample MFIs operate from the selected Woredas. Rural and urban kebeles were selected based on purposive sampling from the sample Woredas.

 

Finally, selection of sample cases (respondents) was conducted.  There were two categories of respondents, namely; women clients and women non-clients. Women clients are those who have been clients of the sample MFI for two or more years while the non-clients are those who have never got access to microfinance services. The women non-clients were used as a control group.

 

Based on AEMFI’s recommendation, a sample size totalling 500 was planned for the study. However, 484 women clients (97 percent) were interviewed. The total sample size of the women clients was proportionately distributed over the sample MFIs. Besides, the 121 women non-clients were selected and interviewed.  A total of 605 samples were obtained for the study.

 

The selection procedure of the clients considered the following important points:

·        All the respondents (samples) should be women, and

·        All the samples should be married.

 

Similarly, the procedures for selection of the non-clients were:

·        All samples should be women;

·        All samples should be married women;

·        All women should be those who have never got the access to microfinance services;

 

Moreover, the consultants thoroughly reviewed previous research reports and publications on women and microfinance worldwide by browsing websites and reviewing hard copies of the publications.  Secondary data on financial service deliveries were also collected from microfinance institutions and other pertinent bodies.

 

As a complementary tool to the rest of the study methodologies, the consultant conducted participatory assessment methods such as Focus Group Discussions, Case Studies, Key Informants Interviews, Proportionate pilling, ranking and scoring, etc. The consultant conducted focus group discussions with key informants/beneficiaries of microfinance institutions, and other pertinent persons/bodies.

 

In order to capture and document quantitative and qualitative aspects of the study, a clients and non-clients survey method was mainly used for this assessment. In line with this, the consultant prepared survey instruments/questionnaires framed in consistency with the objectives of the study. Prior to the formulation of the survey instruments for this particular undertaking, the consultant reviewed various relevant literatures. Hypothesises were also developed prior to the formulation of survey instruments.  Two types of questionnaires were prepared in English and later translated into Afan Oromo and Amharic.  Experienced enumerators were recruited and trained. The enumerators and supervisors conducted the survey in all the study areas.  Two supervisors were also recruited to monitor data quality.  The supervisors checked the questionnaires on the spot.

 

Finally, the survey data collected from each respondent were entered into a computer using SPSS software. The consultant analyzed and interpreted the results obtained from the study. The findings of the study were tabulated and interpreted. Comparisons were drawn between women clients “Before” and “After” MFI intervention on one hand and Non-Clients on the other. The significance tests were made where ever appropriate.


 

The survey sample covered 484 women clients and 121 women non-clients. The study was conducted in OCSSCO, WASASA, SFPI, and ACSI operation areas.  The number of women clients interviewed was proportionately distributed over the four sample MFIs as shown on Table 4.1. The number of women clients interviewed at SFPI was less than the expected number, although efforts were made to interview a greater  number of women in two Woredas.  The study was conducted in six Woredas in two regions, namely; Oromiya and Amhara. Table 4.1 shows the distribution of the samples by Woredas.

 

 

 Table 4.1 Percent of Women Clients and Non- Clients by Sample Woredas

 

Woreda

MFI

Clients

Non-Clients

Guto Wayu

OCSSCO

11.2

24.8

Sibu Sire

OCSSCO

15.5

0

Akaki/Dukam

WASASA

25.8

24.8

Sandafa

SFPI

10.3

24.8

Ejere (Holata)

SFPI

11.4

0.8

Dawachafa (Amhara Region)

ACSI

25.8

24.8

Total

 

100

100

Number

 

484

121

 


5. Performance of Microfinance Services Delivery in Empowering Women Clients

5.1 Creation of Access to Credit

 

One of the purposes of delivering microfinance services to the poor is creating access to credit services to the poor.  The microfinance institutions in Ethiopia were also established with this basic ground of creating access to credit services for the poor. The four MFIs assessed in this study also share this basic strategic objective.

 

The findings of the assessment show that 96 percent of the women clients always  have access to credit service after the MFIs intervention. On the other hand, only about 3 percent of the women clients reported that they always had access to credit before the MFIs intervention. Similarly, only about 2 percent of the women non-clients reported that they have always access to credit (Table 5.1). The level of women always getting access to credit has improved from 3 percent before the MFIs intervention to 96 percent after the MFIs intervention.

 

Table 5.1 Percent of Women Clients and Non-Clients Having Access to Credit

                                                                                     

 Access to Credit

Women Clients

Women Non-Clients

Before MFIs Interventions

After MFIs Intervention

Always

2.9

96.1

1.7

 

Sometimes

11.4

3.1

2.5

 

Rarely

2.9

0.8

4.1

 

Never/no access

82.8

0.0

91.8

 

Total

100

100.0

100.0

N

484

484

121

 

 

 

As can be noted from Table 5.1,  the women clients got better access to credit services after the MFIs intervention compared to both before MFIs intervention and non-client cases. This proved that microfinance institutions perform to their expectation in delivering credit service to women who had no access to such service. Having access to credit service by poor women could be a take-off stage for development and empowerment which could be analyzed in the subsequent sections.

 

 

Another important element in credit service delivery is sustainability of the service. This means that one-time credit may not elevate a poor from poverty unless the credit is accessible in a continuous way.

 

Repeated and continuous credit service delivery to MFI clients is one of the most important strategies that the four assessed MFIs are using. All the four MFIs focus on retaining their clients besides their objective of reaching new clients.

 

As shown on Table 5.2, some MFIs such as Wasasa and ACSI have already passed the 8th round credit delivery to their clients in certain areas. OCSSCO and SFPI reached 4th round in delivering the credit service to the women clients.

 

Table 5.2 Frequency of Credit Received by Women Clients

 

 

 MFI

Total

Number of Credit service Delivered 

OCSSCO

WASASA MFI

SFPI

ACSI

Frequency

Percent

 

Two Times

61

14

51

34

160

33.7

 

Three Times

51

21

48

19

139

29.2

 

Four Times

15

19

7

26

67

14.1

 

Five Times

0

20

0

10

30

6.3

 

Six Times

0

21

0

11

32

6.7

 

Seven Times

0

6

0

16

22

4.6

 

Eight Times

0

16

0

2

18

3.8

 

More than Eight Times

0

8

0

0

8

1.6

Total  

127

124

106

119

476

100

 

 

Over one-third of the sample women clients received credit two times. Similarly, 29 percent of the sample women clients received the credit three times from the MFIs. About one-third of the sample women clients reported that they received credit four or more times from the MFIs. This also proved that MFIs created sustainable credit access for the women clients.  In line with this, one could also be interested to know the amount of credit delivered to women clients.

 

Table 5.3 shows the volume of credit delivered to women clients of their recent loan. Over one-third of the sample women clients reported that they received Birr 500-1000 in their recent loan. Similarly, 30 percent of the sample women clients received credit of Birr 1001-1500 recently.  Only about three percent of the sample women clients reached credit size of more than Birr 3,000.

 

Table 5.3 Amount of the Recent Loan Received by Women Clients

                                                                             

 Credit Size

Percent

 

Less than Birr 500

2.1

 

Birr 500-1000

34.3

 

Birr 1001-1500

30.3

 

Birr 1501-2000

22.1

 

Birr 2001-2500