Purpose of the Role
New Story seeks a MEL consultant to design the analytical and operational framework that will measure the viability, adoption, and performance of a progressive-housing finance pilot. The role ensures rigorous documentation of household behavior, credit dynamics, and implementation outcomes, generating evidence that financial institutions can evaluate for future scale.

Primary Responsibilities

• Develop the core MEL framework (Theory of Change, results chain, indicators, methods, and data-collection plan) tailored to the pilot’s financing model.

• Define indicators—together with the Product Design Consultant—capturing adoption, repayment behavior, household impact, and institutional scalability.

• Design tools and protocols for data collection (surveys, interviews, operational records) and establish analysis and learning rhythms aligned with pilot phases.

• Produce paper-testing indicators and integrate early findings into the pilot’s monitoring structure.

• Facilitate a training workshop to ensure New Story’s team can operate the MEL framework in the field.

• Provide limited post-delivery advisory support to resolve early operational issues and refine data-collection processes.

Key Deliverables
Work Plan (Week 1): 3–5 page inception document outlining methodological approach, assumptions, and 8-week plan.
Integrated MEL Framework (Weeks 2–7): Theory of Change, results framework, indicator matrix, data-collection tools, analysis plan, and paper-testing integration.
Training & Handover (Weeks 8–9): In-person workshop, reference materials, and four weeks of follow-up support.

Timeline (Feb 2026 – Aug 2027)
Months 1–3: Framework design, segmentation alignment, early testing indicators.
Months 4–7: Paper testing integration and methodological refinement.
Months 8–15: Pilot monitoring, rapid analysis cycles, adaptive learning.
Months 16–18: Final synthesis and contribution to market-facing evidence package.

Ideal Profile
MEL specialist with 8–10+ years in results frameworks, data systems, and applied evaluation in inclusive finance, microfinance, or housing; strong quantitative and qualitative skills; familiarity with impact evaluation in Mexico/LatAm; and the ability to translate technical findings into actionable insights for product, operations, and institutional decision-makers.

For more information, review ToR MEL Consultant

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