Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
Case studies & Field examples
Microfund for Women's Caregiver Experience: Lessons from Jordan on Health Microinsurance
This paper explores the factors that contributed to the success of Caregiver, Jordan's first private health microinsurance offering piloted by Jordan's Microfund for Women (MFW) in partnership with Women's World Banking (WWB) in 2010. It also discusses the lessons learned during the first two years of operation in Jordan, and priority considerations for Caregiver's planned replication in other markets.
Guidelines
Market Research Techniques Table
Provides examples of how different market research techniques can be used to understand the needs and preferences of clients and nonclients.
Guidelines
Learning from Exit Clients: SPTF Guidance Note, Issue 6
Guidance on why and how to collect and use client exit data.
Tools & Templates
Le préfinancement des commandes dans la filière commerce équitable
Cette publication est issue d’une étude commanditée en 2014 par la Plate-Forme pour le Commerce Equitable (PFCE), en partenariat avec l’association Max Havelaar France et l’entreprise Ethiquable, sur les pratiques de préfinancement des campagnes de production agricoles dans les filières du commerce équitable. Cette étude donné lieu à la réalisation de ces fiches techniques présentant l’offre de 11 organismes financiers et 2 outils financiers innovants, le financement participatif et l’épargne salariale. Il a également permis de formuler des recommandations pour valoriser, améliorer et diffuser ces bonnes pratiques.
Case studies & Field examples
Komida Uses Data-Driven Product Design
Field example showing how Komida used client data to inform product design.
Case studies & Field examples
Insurance Product Based on Clients Needs
Table sharing examples of different types of insurance products, the client data to be collected to design them, and features that respond to client needs.
Guidelines
Insurance Data to Asses Product Value
Table explain key ratios to measure and monitor with insurance products and explains how to interpret it.
Guidelines
Human-Centered Design
Brief description of the human-centered design methodology.
Tools & Templates
Human Centered Design Toolkit - Product design & development methodology to reflect on new products
This toolkit contains the elements to Human-Centered Design, a process used for decades to create new solutions for multi-national corporations. This process has been specially-adapted for organizations that work with communities in need in Africa, Asia, and Latin America. Human-Centered Design (HCD) will help you hear the needs of constituents in new ways, create innovative solutions to meet these needs, and deliver solutions with financial sustainability in mind.
Case studies & Field examples
Friendship Bridge Manages Foreign Exchange Risk
This example explains how Friendship Bridge manages its foreign exchange risk without transfering this risk to their clients.
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