Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
Guidelines
How to Design a Complaints Mechanism
“Smart Microinsurance” is designed specifically for microfinance institutions (MFIs) that serve as intermediaries, offering microinsurance products provided by an external insurance company. While these guidelines are directed toward MFIs, they are general enough to apply to all types of microinsurance companies and intermediaries that deal directly with clients. However, these other providers may require additional client protection practices beyond the scope of this tool. Section 1 provides a list of the Social Performance Indicators for Microinsurance. Section 2 provides guidelines for microinsurance product design and for partnering with insurers and other service providers. Section 3 outlines key client protection guidelines for the following phases of the microinsurance process: I. Introducing the Client to Microinsurance, II. Collecting and Protecting Client Information, III. Activating the Insurance Policy, IV. Collecting Premiums & Ongoing Customer Service, V. Responding to Claims.
Tools & Templates
RICHES Toolkit, Phase 1: Social Performance Management Guide
Improve social performance management towards a stronger, Do No Harm approach. Through the use of this guide, WEE Actor management-level staff will have:
• Identified areas of performance improvement which demonstrate intent, commitment, and processes for mitigating the risks of potential unintended consequences of WEE programming.
• Have accessed validated survey questions that can be added to participant satisfaction, exit, or outcomes surveys to measure and monitor whether a participant is resorting to harmful coping mechanisms or experiencing the unintended consequences of WEE programming.
• Considered safeguarding and gender policy and code of conduct language that can be adopted or adapted to demonstrate organizational intent to do no harm and commitment to gender equity and equality.
Publications
Satya Microcapital Financial Inclusion Impact Performance Report
This initial report by 60 Decibels shows Satya MicroCapital’s performance across the five dimensions of financial inclusion: access, business impact, household impact, financial management, and resilience. It also includes additional insights on client satisfaction, loan usage and challenges.
Tools & Templates
Satya Microcapital Social Performance Management Policy
Social strategy and SPM policy in which Satya Microcapital sets out its social goals and plans to achieve them.
Guidelines
SPI Audit - Advice for ensuring quality results
Consult this document to understand how to ensure an objective and useful analysis.
Tools & Templates
SPI Audit - Document and Interview Checklist
The checkist details the documents you need to consult for an assessment, suggested interviewees, interview questions, and MIS data collect.
Guidelines
SPI Audit - Focus groups guidelines
Guidance on using focus groups to gather feedback from staff and/or clients.
Guide/Manual
SPI Audit - Glossary
To guide you with general definitions.
Guidelines
SPI Audit - Guide for interviews
Use this list of questions as a guide to prepare the interviews for the SPI audit with different heads of departments.
Tools & Templates
SPI Audit Action Plan Template
The ultimate goal of an SPI audit is to improve practices. At the end of the audit, we strongly encourage providers to develop an action plan that prioritizes a realistic number of areas of improvement. See the action plan template.
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