Resource Center - SPI Online

SEPM Guide

SEPM Guide Online

Discover our Guide for Social and Environmental Performance Management

Full Guide Online

Download SEPM Guide

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

SEPM Guides to download

Resources

541 entries were found.

Tools & Templates

Environmental and Social Risk by Industry Sector Factsheets

FIRST for Sustainability website provides a series of factsheets that identify the level of environmental and social risks for 28 key sectors. The level of risk is provided for the following E&S risks: energy, water use, emissions to water, waste, emissions to air, ecosystems, workplace health and safety, disaster risk, site contamination.

Go to First for Sustainability website to download the serie of factsheet.

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.

Download (10.1 MiB)

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.

Download (134.6 KiB)

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.

Download (1.7 MiB)

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.

Download (1.4 MiB)

Vidéo

Animated series of video project MEBA

Animated series of videos produced by the United Nations Environment Programme (UNEP), as part of the "Microfinance for Ecosystem-based Adaptation" (MEbA*) project. Their aim is to raise awareness among rural populations of practical solutions for adapting to climate change and for sustainable agricultural production. The solutions also aim to improve the small-scale farming sector's relationship with ecosystems, promoting their conservation and sustainable use now and in the future.

Guidance for filling out Organization Information

The Organization information ("Org Info") part of the questionnaire in SPI Online assessment tools contains the financial data and demographic details of the financial service provider. These are important for generating a social dashboard that contains a robust summary of the primary social and financial information about the FSP in one succinct report.

VisionFund Uganda Reduces the Barriers to Financial Inclusion Through Product Term Changes

Brief field example explaining how VisionFund Uganda modified is mix of product offerings after identifying 2 barriers to women clients accessing their products.

Download (226.5 KiB)

Case studies & Field examples

Using Exit Data to Inform Product Design and Improve Operations

Provides a list of questions that can be answered from client exit data along with their implications for products and operations.

Download (417.4 KiB)

Case studies & Field examples

Ujjivan Educates Clients on the Dangers of Over-Indebtedness

Ujjivan developed a video with vignettes of 2 ficitious borrowers who become overindebted. They use this video to open discussion with clients about the risks of overindebtedness.

Download (332.5 KiB)