Resource Center - SPI Online

SEPM Guide

SEPM Guide Online

Discover our Guide for Social and Environmental Performance Management

Full Guide Online

Download SEPM Guide

Our Guide is available for download in Spanish, French, and specific versions

SEPM Guides to download

Resources

541 entries were found.

Tools & Templates

SPI Online Audit Tools At A Glance

A general overview of the new 7 assessment tools of SPI Online, and two-pager descriptions to download (factsheets).

Outline for a Code of Conduct

Provides a simple outline for a Code of Conduct that can be used as a template.

Download (453.5 KiB)

Tools & Templates

Key Facts Document Worksheet and Example

Provides a template for a good Key Facts Document as well as an example of a bad document.

Download (26.5 KiB)

Guidelines

Social Performance Risks to Monitor

Examples of common social performance-related risks and how to monitor them.

Download (45.0 KiB)

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.

Download (327.7 KiB)

Publications

Client Voices Synthesis Report: Flexibility, Empathy, and Knowledge: What Clients Want From Microfinance in Benin, Pakistan, Peru, And Georgia

This synthesis report presents the voices of low-income individuals who shared with Smart Campaign their opinions, hopes, and struggles.

Download (1.4 MiB)

Vidéo

The Universal Standards Introduction Video (2015)

This video was developed in 2015 to present the Universal Standards for Social and Environmental Performance Management. Since then, the Universal Standards have been updated and the SPTF website has changed to the new Cerise+SPTF joint venture. But this video is still relevant to explain the core notions of social and environmental performance management.

SPM Essentials: Help Your Employees Adapt to Digital Transformation Presentation

Presentation accompanying a webinar jointly organized by SPTF and the ILO, speakers from Wing (Cambodia), and FINCA DRC addressed how to manage human resources responsibly during digital transformation, how to motivate and support employees for success when their job roles and responsibilities are shifting, and how HR structure and management is different in a digitalized FSP versus a traditional financial institution.

Download (329.8 KiB)

Learning Series

SPM Essentials: Listening to Employees as a Business Strategy Brief

Employee satisfaction and feedback are an often-overlooked asset for your business. Employees know the most about your customers and can be a wealth of ideas for improving your operations and human resource development. Are you making the most of their feedback? This brief summarizes the webinar that explores these questions with speakers from Fundación Paraguaya, Crystal (Georgia), and VisionFund Mexico.

Download (877.3 KiB)

Learning Series

SPM Essentials: Listening to Employees as a Business Strategy Presentation

Employee satisfaction and feedback are an often-overlooked asset for your business. Employees know the most about your customers and can be a wealth of ideas for improving your operations and human resource development. Are you making the most of their feedback? This presentation accompanies the webinar that explores these questions with speakers from Fundación Paraguaya, Crystal (Georgia), and VisionFund Mexico.

Download (1.2 MiB)