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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

541 entries were found.

Tools & Templates

Fonkoze: Guía para agentes de crédito: evaluación de clientes para el programa de recuperación posdesastre de Fonkoze

Esta guía detalla cómo Fonkoze evaluó a los clientes para su inclusión en su programa de préstamos después del terremoto. Es un gran ejemplo de cómo diseñar una herramienta y un proceso de evaluación de clientes después de una crisis.

Download (169.7 KiB)
Tools & Templates

Encuesta de satisfacción de clientes : Movimiento Manuela Ramos CrediMujer

Formato útil y comprensivo de una encuesta de satisfacción de clientes que puede ser redactado/adaptado para servir las necesidades de otras instituciones.

Download (100.4 KiB)
Tools & Templates

Encuesta de satisfacción de la socias de Pro Mujer Argentina

Formato útil y comprensivo de una encuesta de satisfacción de clientes que puede ser redactado/adaptado para servir las necesidades de otras instituciones.

Download (53.0 KiB)
Guide/Manual

Ciclo de servicio

Valuable for understanding client journey and satisfaction with various aspects of their engagement with the institution.

Download (1.9 MiB)
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

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.

Download (710.7 KiB)
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.

Download (383.0 KiB)
Guidelines

SPI Audit - Advice for ensuring quality results

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

Download (94.3 KiB)
Guidelines

Focus Groups Guidelines

Guidance on using focus groups to gather feedback from staff and/or clients.

Download (204.7 KiB)
Guide/Manual

SPI Audit - Glossary

To guide you with general definitions.

Download (98.9 KiB)