The KPI Framework seeks to improve information flow between investors and companies in the PAYGo industry by establishing standardized definitions and reporting standards. The KPIs are not designed to replace an appropriate appraisal process and an investment officer, however they will allow for a more structured assessment and comparable values. However, given the highly variable – and continuously changing business models of PAYG companies, the KPI framework is not meant to be a scorecard of a company’s operational performance, but offer a more structured way to continuously assess the performance of different parts of the company and its customer base.
These technical guides seek to provide an overview of each KPI along with a more detailed explanation of each definition. With a handful of exceptions, each of the KPIs is defined across a portfolio of PAYG solar assets, generally a cohort in time, contained within a single country or region. Indicators are defined at a point in time, and measuring the KPIs on a periodic basis (monthly or quarterly) will help to monitor performance over time. It is also recommended that, if possible, distributions be provided for the high-priority KPI/ratios of KPI (such as Average Revenue Per User (ARPU), Portfolio at Risk (PAR) and unit cost), in addition to the summary statistics specified in the definitions. The 2018 version The KPI Technical Guide outlines the definitions of selected key performance indicators that can be utilized by companies to track their performance and by investors to assess potential investments. The Technical Guide provides information on how to calculate the selected key performance indicators and provides context for their inclusion in the KPI framework.
The Taxonomy provides a standardized way of qualitatively categorizing different business models being used by offgrid energy companies. The Taxonomy outlines key elements of business model choice as well as typical or common approaches that difference companies use within each element of the business model. The Taxonomy serves as a complement to the KPI Framework.
The Data Playbook illustrates how data is currently being collected and utilized by companies to improve their operations and optimize their business models. It provides examples of how data and data science techniques can be applied to improved business operations. The Data Playbook is designed to serve as a starting point for
companies looking at how to utilize data to optimize their business.
Resource Type: Case Studies, Market Analysis Reports, Stakeholder Feedback
- Read Technical Guide for the KPI Framework (May 2017) PDF
- Read Taxonomy for OffGrid Companies PDF
- Read Data Playbook for the PAYGO sector PDF
- Read Key Performance Indicator Technical Guide (January 2018) PDF
- Read Increasing Local Financial Institution Investment in OGS Sector PDF
- Read PAYGo Portfolio Performance Index Guidance Paper PDF