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.

Learning Series

SPM Essentials: Use what you have: Discovering client insights in your existing data Presentation

This presentation accompanies a webinar discussing how to use your existing client data to reveal actionable insights. Specifically, in analyzing financial behavior by client segment, you can uncover trends in product uptake and use by your clients and use that information to improve performance. The speakers are Mariano Frontera, Director Ejecutivo of Fundación Dominicana de Desarrollo, and Jacobo Menjovsky, independent data analyst.

Download (488.1 KiB)

Learning Series

L'Essential de la GPS: Des moyens pratiques pour aborder les risques lies au genre

La dimension 2 des normes universelles se concentre sur le rôle du leadership dans la création d'une culture d'engagement envers la GPS. Cette note partage les expériences de deux PSF qui ont pris des mesures pour y parvenir en explorant comment mieux répondre aux besoins des employées et des clientes. En collaboration avec la Fondation Grameen, CREDICAMPO d'El Salvador et ODEF Financiera du Honduras ont participé à une formation et à une évaluation rapide axées sur les risques et opportunités liés au genre et appliquent désormais les enseignements tirés à leurs politiques et pratiques.

Download (963.4 KiB)

Learning Series

SPM Essentials: Practical ways to address gender-related risks at your organization Brief English

Dimension 2 of the Universal Standards focuses on leadership's role in creating a culture of commitment to SPM. This brief shares the experiences of two FSPs who have taken steps to do this by exploring how better to meet the needs of female employees and customers. In collaboration with Grameen Foundation, CREDICAMPO of El Salvador and ODEF Financiera of Honduras participated in a training and a rapid assessment that focused on gender-related risks and opportunities and are now applying lessons learned to their policies and practices.

Download (803.1 KiB)

Learning Series

SPM Essentials: Help Your Employees Adapt to Digital Transformation Brief

Summary of 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 (276.5 KiB)

Vidéo

SPI Online Video Tutorials

Get familiar with SPI Online tools and learn how to navigate the Resource Center for efficient use according to your needs.

Resources to assess Responsible Pricing indicators

Dimension 6 of the Universal Standards about Responsible Growth and Returns assesses responsible pricing through a combination of quantitative indicators; these indicators assess whether an FSP is in the accepted performance range for the effective interest rate, the operating expense ratio, the loan loss expense ratio and the return on assets. The following resources will help you conduct a thorough and harmonized calculation of these ratios.

MiCrédito Nicaragua: Environmental Performance Management in Practice #6

This article illustrates how MiCrédito, in Nicaragua, implements Environmental Performance Management in practice, with a particular focus on improving the quality of life of the rural communities.

Download (798.8 KiB)

Training sessions & Material

Cerise+SPTF Branding and Media Kit

The most updated elements you may need to feature Cerise+SPTF in your training and communication materials.

Conseils de formation pour la création de comptes et d'audits SPI Online

Dans le cadre d'une formation sur SPI Online, les participants peuvent suivre ce guide pour créer un audit afin de tester la plateforme et pour que le formateur puisse suivre plus facilement leurs premiers pas. Les participants pourront réutiliser leur compte après la formation.

Download (222.8 KiB)

Guide/Manual

Consejos de capacitación para crear cuentas y auditorías SPI Online

Como parte de una capacitación en SPI Online, esta guía ayuda a los participantes a crear una auditoría para probar la plataforma, de modo que es más fácil para el capacitador seguir sus primeros pasos. Los participantes podrán reutilizar su cuenta después de la capacitación.

Download (228.6 KiB)