Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
Tools & Templates
¿Cómo elaborar un Código de Ética o Conducta?
El establecimiento de altos estándares de comportamiento ético del personal es un proceso de dos partes; en primer lugar, el proveedor define estándares de comportamiento, y en segundo lugar, estos estándares se implementan en toda la institución. Esta guía se centra en la primera parte del proceso, es decir, en la definición de los estándares de comportamiento mediante un Código ético formal.
Tools & Templates
Ponderaciones guías para medir el riesgo ambiental
Esta guía de poderaciones acompaña la herramienta para medir el riesgo ambiental.
Case studies & Field examples
CREZCAMOS Colombia: Providing transparent information to clients
This case study is directed toward microfinance providers who seek to improve their social performance management (SPM) practices. The case of CREZCAMOS S.A. (Colombia) highlights how an institution can provide transparent product information to clients.
Training sessions & Material
Capacitación Introductoria para la junta directiva en GDSA
This presentation introduces the definition of SPM, its benefits, and some detail on the first two dimensions of the Universal Standards. The best way to introduce SPM to a financial institution{s Board of Directors is a little bit at a time and to make sure that they hear updates on the topic regularly. To introduce this topic to the Board, begin by asking the person in charge of the Board´ss meeting agenda for 20'30 minutes in their next meeting to put SPM on their calendar.
Training sessions & Material
Cerise+SPTF materials for RIF and SEPM trainings
Training presentations and related resources on responsible inclusive finance (RIF) and social and environmental performance management (SEPM).
Guide/Manual
Guide GPSE - version préliminaire
Ce document est une version préliminaire du nouveau Guide d'audit et de mise en œuvre des Normes universelles pour la gestion de la performance sociale et environnementale (Guide GPSE). Vous y trouverez, pour chaque dimension, normes, pratiques essentielles et indicateur, la raison de ce point d'analyse, la manière de noter un indicateur, les sources d'information, et des exemples pour guider la mise en œuvre.
Veuillez noter que ce document a été partagé avec vous comme un document provisoire, afin de vous aider dans votre cheminement vers l'évaluation et la gestion de la performance sociale et environnementale. Cette version provisoire en français a été traduite en partie automatiquement, vous y trouverez encore quelques erreurs de traduction (notamment sur les dimensions 3, 4 et 5) mais cela doit pouvoir vous guider, et vous pouvez utiliser le guide en anglais comme référence.
Vidéo
Education Video on Measuring and Managing Impact
Measuring performance and impact is key to implement, manage and fund social enterprises or microfinance institutions. It also allows to mobilize and align finance to the SDGs, and to include positive and negative impact considerations into investment and business decisions. In 2020, CERISE worked with students from Sciences Po Paris, as part of a working group on Measuring and Managing Impact, in partnership with the Grameen Crédit Agricole Foundation. The students produced a short educational and dynamic video to explain the concepts of impact and the existing approaches, to help navigating the world of results measurement.
Case studies & Field examples
Компартамос: Создание корпоративной культуры на основе Кодекса этики Building Institutional Culture Around a Code of Ethics at Compartamos--Russian
Case describing system of training and staff mentoring that seek to ensure alignment and adherence to code of ethics among Compartamos staff even in the face of rapid growth.
Tools & Templates
Environmental and Social Risk by Industry Sector Factsheets
FIRST for Sustainability website provides a series of factsheets that identify the level of environmental and social risks for 28 key sectors. The level of risk is provided for the following E&S risks: energy, water use, emissions to water, waste, emissions to air, ecosystems, workplace health and safety, disaster risk, site contamination.
Go to First for Sustainability website to download the serie of factsheet.
Tools & Templates
A sample template for a social impact report
This PowerPoint example can help you build your organization's social impact report. This tool is in English.
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