Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
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 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.
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.
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.
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.
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.
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.
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.
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.
Publications
Outcomes Plenary Presentation: Exploring the connection between SEPM and client outcomes
Presentation from the 2022 Cerise+SPTF annual meeting featuring speakers from BBVA Microfinance Foundation, Cerise, 60 Decibels and Microfinanzas Rating discussing key outcomes debate questions based on evidence from the industry.
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