Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
Guidelines
Imp-Act/MicroSave Strategic Planning Guidance Note
This briefing offers guidance on how to ensure that social performance is included in strategic planning processes, as well as how to address three key challenges: clarifying long-term social goals, specifying short-term social objectives, and underpinning its social intentions with appropriate measurement systems.
Case studies & Field examples
Opportunity Bank Uganda's Social Goals, Strategic Activities and Indicators
This table provides an example of how Opportunity Bank in Uganda translates social goals into strategic objectives, activities and indicators.
Guidelines
Guidelines on Outcomes Management for Financial Service Providers
Following on from the brief Making the Case for Outcomes Management to Financial Service Providers, which presented the "why" and the "what for" of outcomes management, these guidelines set out the "how": how to do outcomes management in a practical, credible, "reasonable cost" way. The guidance is founded on lessons learned from a number of financial service providers (FSPs) and other stakeholders who have experience with outcomes data collection, analysis, and reporting. The information presented here draws on best practice so far, with a focus on identifying what is necessary and useful, as well as the pitfalls to avoid.
Publications
Making the Case for Outcomes Management to Financial Service Providers
This brief demonstrates the why and what for of outcomes management by financial service providers (FSPs). Why is outcomes management essential for any FSP with a social mission? Specifically, how can an FSP use client outcomes data to make decisions that strengthen the FSPâs performance, both financially and socially? Understanding this will help an FSP to achieve buy-in within the organisation and encourage the board and senior management to take action.
Case studies & Field examples
Case study of KOMIDA: A Journey to Implement the Universal Standards for Social Performance Management
This case study describes Koperasi Mitra Dhuafaâs (KOMIDA) journey to improve its implementation of the Universal Standards for Social Performance Management (âUniversal Standardsâ).
Case studies & Field examples
Ujjivan Educates Clients on the Dangers of Over-Indebtedness
Ujjivan developed a video with vignettes of 2 ficitious borrowers who become overindebted. They use this video to open discussion with clients about the risks of overindebtedness.
Case studies & Field examples
Case Study - Fondo Esperanza: Using Outcomes Data to Drive Performance
Describes Fondo Esperanza's comprehensive outcomes management system that emphasizes the collection of accurate, relevant data that are reported widely to both internal and external stakeholders.
Case studies & Field examples
Building the System for Outcomes Management--Case Study from Komida as presented to Outcomes Working Group
Details Komida's process for choosing outcomes indicators to manage, deciding how to collect the data and how to manage the data. Presented to the Outcomes Working Group in 2016.
Case studies & Field examples
GĂ©nesis Empresarial Implements Outcomes Management by Client Segment
This brief summarizes FundaciĂłn GĂ©nesis Empresarial's experience developing a client outcomes management system by client segment as presented during the SPTF Outcomes Working Group meeting 17 Jan 2018.
Publications
Benefits Diagram or Theory of Change Example for Credit and Savings Groups
Shares an example of a theory of change or benefits diagram based on the evidence of impact for credit and savings groups.
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