Resource Center - SPI Online

Online Guide

SEPM Guide

Discover our Guide for Social and Environmental Performance Management

Full Guide Online

SEPM Guide - all versions

Our Guide is available in Spanish, French, and specific versions:

All Versions of SEPM Guide

Resources

494 entries were found.

Guide/Manual

Smart Operations - All Languages

A practical guide that enables each department of a financial service provider to incorporate key client protection standards. Available in English, Spanish, French, Arabic and Russian.

SEPM Guides - All Versions

This page hosts all versions of the SEPM Guide to assessing and implementing the Universal Standards for Social and Environmental Performance Management. Spanish and French.

CGAP Customer Experience Workbook

A companion workbook for the the CGAP Customer Experience Toolkit which equips organizations to create empowering customer experiences. The hands-on approach helps practitioners identify and implement a customer experience project within their organization – large or small – and advocate for it with leadership. This toolkit is the only such resource that specifically targets the financial services community with a focus on unbanked and underbanked customers.

Download (842.4 KiB)

Tools & Templates

CGAP Customer Experience Toolkit

The CGAP Customer Experience Toolkit equips organizations to create empowering customer experiences. The hands-on approach helps practitioners identify and implement a customer experience project within their organization – large or small – and advocate for it with leadership. This toolkit is the only such resource that specifically targets the financial services community with a focus on unbanked and underbanked customers.

Download (2.4 MiB)

Guide/Manual

Guía de evaluación de los estándares SFD en español

Esta guía indica a los auditores cómo calificar cada uno de los indicadores y detalles de la herramienta de evaluación de las Normas SFN. Más concretamente, esta guía proporciona: (1) el razonamiento lógico del indicador o detalle; (2) los criterios que deben seguirse para determinar la calificación Sí / Parcialmente / No / No aplicable; y (3) las fuentes que deben consultarse para comprender el nivel de desempeño de la institución financiera.

Download (3.7 MiB)

Guide/Manual

Guide d'évaluation des normes SFN en français

Ce guide indique aux auditeurs comment noter chacun des indicateurs et des détails de l'outil d'évaluation des Normes SFN. Plus précisément, ce guide fournit : (1) le raisonnement logique de l'indicateur ou du détail ; (2) les critères à suivre pour déterminer le score Oui / Partiellement / Non / Non applicable ; et (3) les sources à consulter pour comprendre le niveau de performance de l'institution financière.

Download (3.7 MiB)

Case studies & Field examples

MCPI Case Study - OnePuhunan

The Microfinance Council of the Philippines (MCPI) shares the results and lessons learned from its technical support to OnePuhunan in the Philippines to assess their environmental performance and develop an environmental action plan and data management strategy to strengthen their environmental management.

Download (4.2 MiB)

Case studies & Field examples

MCPI Case Study - ASHI

The Microfinance Council of the Philippines (MCPI) shares the results and lessons learned from its technical support to ASHI in the Philippines to assess their environmental performance and develop an environmental action plan.

Download (4.3 MiB)

Case studies & Field examples

MCPI Case Study - K-Coop

The Microfinance Council of the Philippines (MCPI) shares the results and lessons learned from its technical support to K-Coop in the Philippines to assess their environmental performance, and especially their environmental risks and vulnerabilities.

Download (3.7 MiB)

Guidelines

Collection of Resources to Implement the Digital Financial Services Standards

This page gathers all the resources in English, Spanish and French, codeveloped by Cerise+SPTF and its partners to implement the Management Standards for the Responsible Provision of Digital Financial Services (DFS).