Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
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.
Tools & Templates
SPI Audit Exit Meeting Presentation
Present preliminary findings of the audit in an exit meeting with the top management. Feel free to adjust this presentation template.
Tools & Templates
SPI Audit Introduction Letter
Template of a letter to present the SPI audit to partners.
Tools & Templates
SPI Audit Opening Meeting Presentation
Launch the audit with an opening meeting. Feel free to adjust this presentation template.
Tools & Templates
SPI Audit Summary Report
See the summary report template of results that analyzes strengths and gaps by dimension, prioritizes areas for improvement, and identifies resources for improving practice.
Tools & Templates
SPI Audit Terms of Reference
Sample to edit the terms of reference for external support in conducting an SPI audit.
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