Resource Center - SPI Online

Online Guide

SEPM Guide

Discover our Guide for Social and Environmental Performance Management

Full Guide Online

SEPM Guide - all versions

Our Guide is available in Spanish, French, and specific versions:

All Versions of SEPM Guide

Resources

67 entries were found.

Publications

Doing Good and Avoiding Harm

Research on Correlations between Social Performance Management Practices and Customer Outcomes in Inclusive Finance.

Cerise+SPTF’s latest research dives into how Social Performance Management (SPM) practices impact customer outcomes in inclusive finance. Led by Amelia Greenberg from Cerise+SPTF and Alasdair Lindsay-Walters from MFR, the study highlights that strong SPM practices—such as transparent communication and manageable loan sizes are correlated with positive customer outcomes. Contrarily, high annual percentage rates (APRs) and weak customer protection are correlated with linked to poorer outcomes. This research underscores the importance of adopting robust SPM practices to promote customer benefit while protecting them from harm.

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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).

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.

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Tools & Templates

Key resources related to the SDGs

Concrete & operational tools and resources for investors and social entrepreneurs to measure their contribution to the SDGs.

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Case studies & Field examples

Indicadores de desempeño social : de la evaluación al mejoramiento continuo de la prácticas – el caso de Crecer-Bolivia

Este estudio de caso presenta el conjunto de indicadores de desempeño social que CRECER Bolivia ha elaborado a fin de monitorear el avance hacia sus objetivos sociales. Describe también como, para cada indicador, hay un umbral meta al que CRECER apunta.

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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.

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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Guidelines

Méthodologie pour définir un cadre de mesure des résultats

Une note synthétique en diaporama (PowerPoint), pour présenter une méthodologie pour définir un cadre de mesure des résultats. Cet outil est en français.

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Training sessions & Material

Presentation template for a data quality workshop

A template (PowerPoint) for trainers and consultants to organize a workshop, online or in-person, on environmental and social data management. This tool is in English.

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Guide/Manual

KoboToolbox Guide

KoboToolbox is a free platform for field data collection in challenging environments that works both online and offline through mobile devices and web browsers. This guide helps you get started with the tool.

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