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

508 entries were found.

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.

Download (1.3 MiB)

Tools & Templates

SPI Audit Introduction Letter

Template of a letter to present the SPI audit to partners.

Download (40.1 KiB)

Tools & Templates

SPI Audit Opening Meeting Presentation

Launch the audit with an opening meeting. Feel free to adjust this presentation template.

Download (1.3 MiB)

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.

Download (504.6 KiB)

Tools & Templates

SPI Audit Terms of Reference

Sample to edit the terms of reference for external support in conducting an SPI audit.

Download (74.3 KiB)

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.

Download (82.2 KiB)

Publications

Understanding and Measuring Women's Economic Empowerment

This document addresses key questions essential to design meaningful strategies that will lead to women’s economic empowerment. It presents: 1. A definition of women’s 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 ICRW’s direct experience in evaluating women’s 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.

Download (7.8 MiB)

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.

Download (95.4 KiB)

Vidéo

Consumer Pricing Education Animation - Auntie Need a Loan

This short video by MicroFinance Transparency aims to help Inclusive Finance stakeholders to convey important pricing transparency and consumer protection messages.

Nordic Microfinance Initiative's Board Participation in Svasti

Nordic Microfinance Initiative's (NMI) board representative to Svasti explains NMI's approach to agreeing to and monitoring social goals and strategy. Example of active board engagement in social performance management and social strategy.