Resource Center - SPI Online

SEPM Guide

SEPM Guide Online

Discover our Guide for Social and Environmental Performance Management

Full Guide Online

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

SEPM Guides to download

Resources

70 entries were found.

Training sessions & Material

Summary of Outcomes Working Group Session on Theory of Change

Summarizes presentations and discussion from the Oct 2014 outcomes working group session discussing theory of change. Shares thinking about a what a theory of change is, how it can be used, a typical theory of change for microfinance.

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Training sessions & Material

Summary of Outcomes Working Group Session on Fundación Paraguaya's Poverty Stoplight Tool and the TrueLift Initiative

Summarizes Fundación Paraguaya's approach to tracking client poverty outcomes through a family self-assessment tool called the Poverty Stoplight. Also shares information about the TrueLift Initiative to focus bring accountability to microfinance to contribute to poverty alleviation as a primary outcome.

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Training sessions & Material

Indicators of Financial Stress, Including Over-indebtedness

This document provides a summary of the February 2017 Outcomes Working Group meeting in which Grameen Foundation, Friendship Bridge and other share their experience identifying indicators of financial stress and over-indebtedness.

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Training sessions & Material

Selection of Outcomes Indicators

Brief from the Outcomes Working Group in which Freedom from Hunger presents its work on developing a menu of outcomes indicators based on key themes from theories of change for financial service providers. It also shares a preliminary list of indicators development by the MCWG.

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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.