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Guidance fourteen a describes five phases: set the scene, assess, design, structure and

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review.

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The relationship evolves as the client develops plans and financing needs.

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For fictional CoastalFoods, start with disruptions, capabilities and priorities.

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Assess its baseline, then design a response with actions, evidence and a realistic

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timetable.

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Structure suitable financing around the plan, then review delivery and outcomes.

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The source cycle includes continued monitoring and support, not a one off conversation at

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origination.

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Guidance fourteen b illustrates microfinance opportunities including weather indexed

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insurance, adaptation loans and flexible repayment.

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Each needs delivery processes, such as weather triggers or technical assistance.

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Agree a named owner and evidence date with CoastalFoods.

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At review, compare delivery with the plan and revisit gaps.

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An engagement discussion does not establish product eligibility or approve finance.
