Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
Case studies & Field examples
Case Study: Fundación Espoir Bringing ‘Espoir’ (hope) to Ecuadorian Women Microentrepreneurs During COVID-19
This case study details the outcomes of gender-focused COVID-19 market research and an internal gender assessment carried out by Value for Women with Fundación Espoir in Ecuador.
Case studies & Field examples
Case study of KOMIDA: A Journey to Implement the Universal Standards for Social Performance Management
This case study describes Koperasi Mitra Dhuafa’s (KOMIDA) journey to improve its implementation of the Universal Standards for Social Performance Management (“Universal Standards”).
Case studies & Field examples
Building the System for Outcomes Management--Case Study from Komida as presented to Outcomes Working Group
Details Komida's process for choosing outcomes indicators to manage, deciding how to collect the data and how to manage the data. Presented to the Outcomes Working Group in 2016.
Case studies & Field examples
Building Institutional Culture Around a Code of Ethics at Compartamos ARABIC كومبارتاموس: بناء ثقافةمؤسسية حول الميثاقالأخلاقي
Case describing system of training and staff mentoring that seek to ensure alignment and adherence to code of ethics among Compartamos staff even in the face of rapid growth.
Case studies & Field examples
Building Institutional Culture Around a Code of Ethics at Compartamos
Case describing system of training and staff mentoring that seek to ensure alignment and adherence to code of ethics among Compartamos staff even in the face of rapid growth.
Publications
Benefits Diagram or Theory of Change Example for Credit and Savings Groups
Shares an example of a theory of change or benefits diagram based on the evidence of impact for credit and savings groups.
Guidelines
Mongolian Green Taxonomy
This Green Taxonomy has been developed by the Central Bank of Mongolia to provide financial institutions and other market players with a nationally agreed classification framework of "green" activities that that contribute to climate change mitigation, adaptation, pollution prevention, resource conservation, and livelihood improvement.
Case studies & Field examples
Measuring the results of an energy access project. The experience of Enda Tamweel, in Tunisia
In 2019, Enda Tamweel, in Tunisia, launched its Eco-shams loans for access to solar water pumping and irrigation systems. This article shows how Enda Tamweel assessed the outcomes of these green loans for clients.
Guide/Manual
Guía para la digitalización: Pasos para el lanzamiento de servicios financieros digitales con enfoque de cliente al centro
Esta guía explica los pasos necesarios para lanzar los primeros canales y servicios digitales para los clientes de las instituciones financieras que atienden a clientes de escasos recursos. La guía documenta también la experiencia de siete cooperativas ecuatorianas en su proceso de digitalización utilizando estos pasos.
Tools & Templates
Encuesta confidencial sobre satisfacción y compromiso laboral Promujer
Esta encuesta esta compuesta de 42 preguntas y evalúa todos los aspectos relacionados a la satisfacción de los empleados de ProMujer.
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