Resources

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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

508 entries were found.

Tools & Templates

ESMS for Microfinance Institution

FIRST for Sustainability website provides some guidelines on how to set an Environmental and Social Management System for MFIs. A ESMS template is available for download.

Go to the website

Tools & Templates

RICHES Toolkit, Phase 1: Social Performance Management Guide

Improve social performance management towards a stronger, Do No Harm approach. Through the use of this guide, WEE Actor management-level staff will have:

• Identified areas of performance improvement which demonstrate intent, commitment, and processes for mitigating the risks of potential unintended consequences of WEE programming.

• Have accessed validated survey questions that can be added to participant satisfaction, exit, or outcomes surveys to measure and monitor whether a participant is resorting to harmful coping mechanisms or experiencing the unintended consequences of WEE programming.

• Considered safeguarding and gender policy and code of conduct language that can be adopted or adapted to demonstrate organizational intent to do no harm and commitment to gender equity and equality.

Publications

Satya Microcapital Financial Inclusion Impact Performance Report

This initial report by 60 Decibels shows Satya MicroCapital’s performance across the five dimensions of financial inclusion: access, business impact, household impact, financial management, and resilience. It also includes additional insights on client satisfaction, loan usage and challenges.

Tools & Templates

Satya Microcapital Social Performance Management Policy

Social strategy and SPM policy in which Satya Microcapital sets out its social goals and plans to achieve them.

Guidelines

SPI Audit - Advice for ensuring quality results

Consult this document to understand how to ensure an objective and useful analysis.

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.