Description of the Project:

Oikocredit is a global social impact investor focused on markets in Africa, Asia, Latin America & the Caribbean.

In 2026, Oikocredit is implementing the sixth year of its Client Self Perception Survey Programme (ECS), a large-scale initiative designed to generate end client level insights across its global partner network. As one of the most extensive outcomes data efforts in the impact investing sector, the Programme represents a significant milestone in both scale and ambition. Beyond its quantitative reach, the Programme has evolved substantially in scope and sophistication, transitioning from an internal technical assistance offering into a structured and standardized solution that can be applied across sectors.

The Programme provides a comprehensive package that integrates data collection, analysis, and practical application. Through a combination of structured workshops, user-friendly tools, and guided knowledge transfer processes, organizations are supported in strategic decision making.

Oikocredit identified in 2025 the potential to position the ECS Programme as a product and service offering accessible to both existing partners and external organizations. To ensure the Programme’s sustainable growth and broader adoption, there is a need to establish a clear and commercialisation strategy. Such a strategy should define the product offering, identify and segment target clients across sectors, establish a competitive and value based pricing approach, and outline an effective sales and customer journey. It will focus on the foundational work that will enable the ECS Programme to be positioned effectively and to deliver value to a diverse range of organizations seeking to better understand and serve their clients.

Purpose of the Services:

1. To support Oikocredit in defining and structuring the Client Self Perception Survey Programme (ECS) as a clear, ready product, by translating its existing components into a coherent offering that includes well articulated product packages, a differentiated value proposition, and tailored solutions for distinct audience segments across financial inclusion, agriculture, and renewable energy sectors.

2. To develop a comprehensive commercialisation strategy, including the design of a pricing approach aligned with value and target organizations, the identification and prioritisation of audience segments, the definition of appropriate sales and delivery model scenarios, and the mapping of an end to end customer journey from initial engagement to implementation and follow-up ensuring adoption, usability, and sustained demand for the Programme.

Type of work

Building on the Programme’s evolution from an internal technical assistance initiative to a standardized, cross sector solution, the work will focus on translating its existing technical, analytical, and capacity building components into a clearly structured offering that can be consistently delivered, positioned, and scaled across diverse markets.

The approach will combine strategic analysis, product development, and market oriented design, ensuring that the Programme is not only clearly defined but also aligned with client needs and market dynamics. This includes strengthening the Programme’s positioning as a high value client insights solution, clarifying how it differentiates from comparable offerings, and ensuring that its value is effectively communicated to both existing partners and new audiences. Particular attention will be given to making the product accessible, relevant, and adaptable across sectors such as financial inclusion, agriculture, and renewable energy.

In addition, the assignment will establish a comprehensive framework that enables effective introduction and adoption of the Programme. This includes defining target client segments, developing a pricing approach aligned with value and willingness to pay, outlining a practical sales and engagement model, and designing a seamless customer journey. The work will be grounded in evidence and stakeholder collaboration, ensuring alignment with Oikocredit’s broader impact objectives while delivering a clear and implementable roadmap for launching and scaling the ECS Programme as a sustainable service offering.

Deliverables & timeframe

Clear project plan that includes all points mentioned below.

1. Project Inception

1.1. Detailed project plan outlining methodology, timeline, and delivery of all components listed below.

1.2. Alignment with key stakeholders on objectives, scope, and expected outputs

2. Market and Strategic Analysis

The consultant will assess the current positioning of the Programme and analyse the external market to identify opportunities for differentiation and growth.

Expected deliverables:

2.1 Brand and positioning assessment

2.2 Competitive landscape analysis

2.3 Identification of market gaps and opportunities

2.4 SWOT analysis

3. Client Segmentation and Insights

The consultant will identify and prioritise key audience segments across sectors and define their needs, use cases, and adoption drivers.

Expected deliverables:

3.1. Segmented target client groups and prioritisation

3.2. Client needs and value drivers analysis

3.3. Defined adoption barriers and willingness to pay insights

3.4. Client personas and use case scenarios

4. Product Definition and Value Proposition

The consultant will structure the ECS Programme into a clear product offering with defined components and a strong, differentiated value proposition.

Expected deliverables:

4.1. Product structure and service packages

4.2. Defined value proposition across sectors

4.3. Positioning framework and key messaging

5. Pricing and Revenue Model

The consultant will develop a pricing approach that reflects product value, market conditions, and client segments.

Expected deliverables:

5.1. Pricing strategy and options

5.2. Benchmarking analysis

5.3. Revenue model scenarios

5.4. Recommended pricing structure (e.g. tiers, bundles, subscriptions)

6. Go-to-Market and Sales Approach

The consultant will design a go-to-market strategy that enables effective launch and scaling of the Programme.

Expected deliverables:

6.1. Go-to-market roadmap (phases, priorities, channels)

6.2. Defined sales and engagement model

6.3. Marketing and conversion funnel design

7. Customer Journey Design

The consultant will map a clear and user-oriented engagement process from initial interaction to programme delivery and follow-up.

Expected deliverables:

7.1. End-to-end customer journey map

7.2. Key touchpoints and engagement model

7.3. Recommendations for user experience and service delivery

8. Final Strategic Outputs

The consultant will consolidate all findings into a clear and actionable strategy for decision-making and implementation.

Expected deliverables:

8.1. Final strategic report

8.2. Executive presentation with key recommendations

8.3. Launch roadmap, risks, and success metrics

Duration

The start date of the Project is 15th of August 2026 and it will end on the day after the Project is completed or (ultimately) on 31st December 2026 (whichever occurs first).

Proposal

Consultants are requested to provide their quote and specify payment terms and conditions, including milestones for payment. Please specify consultancy fees, travel expenses, and other relevant costs.

Please add your estimation of the number of hours you expect to spend on the assignment.

Oikocredit is an equal opportunity employer. We value diversity and are committed to creating an inclusive work environment that embraces individuals from various backgrounds.