A Case Study on Bundled Service Delivery for Entrepreneurs at MEDA

Tax time may be done for 2014, but financial security is needed any time of the year. At MEDA it’s not just about preparing taxes for free. Refunds can jumpstart the path to economic prosperity or provide an opportunity for self-employed workers to formalize their business. Learn more by reading CFED’s newly published case study about MEDA’s approach to bundling services during tax season.


Published by CFED

Click here for link to full case study.

This case study is a detailed analysis of one community-based organization’s approach to creating a bundled service delivery model, with a particular focus on the set of services and systems targeted at entrepreneurs. This case study is intended to be a resource that captures and shares many of the lessons from CFED’s partnership with MEDA that convey the most efficient ways to deliver bundled services to entrepreneurs. This study is designed for anyone interested in establishing an integrated approach for serving entrepreneurs with a range of services in an intentional and coordinated way, including community-based organizations, community leaders and practitioners, financial institutions, municipal or state agencies, microenterprise development organizations and other organizations that serve entrepreneurs and their families.

The content of this case study is based on the careful examination and analysis of the experiences of MEDA and some of their core community partners. The content was gathered through a series of phone interviews, meetings and site visits that occurred during CFED’s engagement with MEDA and through written materials provided by MEDA and other community partners. Other lessons and recommendations shared in this study have been documented in reports to funders, internal memos and documents shared between CFED and MEDA. This publication aims to compile those vast sources of information into one comprehensive reference on MEDA’s experience implementing a bundled service delivery system, with a particular focus on the set of services most relevant to entrepreneurs.

This is not a toolkit or start-to-finish implementation guide. This case study is based on a relatively new and constantly adapting service delivery model and is not designed to serve as an implementation guide or an all-encompassing toolkit for those interested in establishing a similar approach. While the case study may provide samples of materials developed at MEDA, this will not include an exhaustive, “nuts-and-bolts” toolkit with worksheets, templates or step-by-step instructions for program design or implementation. For organizations interested in implementing a similar approach, check out the Discussion Guide at the end of this document with key questions for consideration.


MEDA’s Service Integration Wheel


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