Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
Discover
Resources
Guide/Manual
Tools & Templates
Digital Financial Services Standards Technical Resources
This page gathers all the resources codeveloped by Cerise+SPTF and its partners to implement the Management Standards for the Responsible Provision of Digital Financial Services (DFS).
Guide/Manual
DFS Standards English Assessment Guide
This guide tells assessors how to score each of the indicators and details in the DFS Standards Evaluation Tool. Specifically, this guide provides a) the rationale for the indicator/detail; b) the criteria to follow when determining the score of yes/partially/no/not applicable; c) which sources to consult to understand the level of performance of the financial service provider.
Learning Series
Vidéo
CP Pathway Webinar #7
Implementing Client Protection in Insurance Practices
Publications
Collection of Resources for Outcomes Management & the SDGs Contribution
Main publications and tools by Cerise+SPTF, its partners, and other stakeholders, on client-level data management and outcomes measurement, in relation to the Sustainable Development Goals.
Guidelines
MetODD-SDG, a curated list of indicators to measure achievement of the SDGs
Covering 73 Targets and 16 Sustainable Development Goals (SDGs), for which economic players are relevant, MetODD-SDG enables organizations to identify indicators to measure the achievement of their social objectives by linking them to the SDG Targets.
Guide/Manual
Tools & Templates
Mapping the Client Protection Standards to SPI5 codes to navigate the SEPM Guide
This multilingual Excel tool facilitates navigation between Client Protection (CP) Standards and the USSEPM framework, ensuring a seamless user experience. While the CP Standards are fully integrated within USSEPM, they follow a different coding system. This resource provides a comprehensive mapping between CP codes and SPI5 codes, enabling users to efficiently reference the SEPM Guide when conducting CP Commit or CP Full audits.
Guidelines
Cómo desarrollar resiliencia en organizaciones de finanzas inclusivas
Este documento presenta una guía para el desarrollo de resiliencia en organizaciones de finanzas inclusivas, la cual está basada en la experiencia de doce (12) organizaciones de seis (6) países de América Latina. También considera el marco conceptual de tres fuentes importantes, que se enumeran en la sección Referencias.
Training sessions & Material
Summary of Outcomes Working Group Session on Theory of Change
Summarizes presentations and discussion from the Oct 2014 outcomes working group session discussing theory of change. Shares thinking about a what a theory of change is, how it can be used, a typical theory of change for microfinance.
Training sessions & Material
Summary of Outcomes Working Group Session on Fundación Paraguaya's Poverty Stoplight Tool and the TrueLift Initiative
Summarizes Fundación Paraguaya's approach to tracking client poverty outcomes through a family self-assessment tool called the Poverty Stoplight. Also shares information about the TrueLift Initiative to focus bring accountability to microfinance to contribute to poverty alleviation as a primary outcome.
Training sessions & Material
Indicators of Financial Stress, Including Over-indebtedness
This document provides a summary of the February 2017 Outcomes Working Group meeting in which Grameen Foundation, Friendship Bridge and other share their experience identifying indicators of financial stress and over-indebtedness.
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