Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
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.
Publications
The Business Case for Customer Centricity
This Brief helps to guide financial services providers (FSPs) in making informed decisions around customer centricity that are grounded in an understanding of the costs and benefits for the organization and what it means for customers.
Publications
Understanding and Measuring Women's Economic Empowerment
This document addresses key questions essential to design meaningful strategies that will lead to womenâs economic empowerment. It presents: 1. A definition of womenâs economic empowerment; 2. A measurement framework that can guide the design, implementation and evaluation of programs to economically empower women; and 3. A set of illustrative indicators that can serve as concrete examples for developing meaningful metrics for success. The concepts presented are meant to help practitioners, researchers and donors design effective, measurable interventions to advance women economically. In developing these concepts, ICRW has drawn both on the available literature and on ICRWâs direct experience in evaluating womenâs economic empowerment programs. This document is intended as a conceptual guide, rather than an operational tool kit. Economic empowerment is a complex process, and the general framework presented here will have to be adapted to meet the needs of specific projects.
Case studies & Field examples
Voluntary Savings Product Design on Clients Needs
Example of the research and analysis that should be done to design a voluntary savings product that responds to client needs.