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SEPM Guide

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Resources

541 entries were found.

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.

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.

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.

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.

Case studies & Field examples Vidéo

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.

Vidéo

Yannick Milev of Chamroeun interview on governance and risk

Yannick Milev of Chamroeun in Cambodia provides his perspective managing social performance alongside financial risk, tradeoffs and complementarity, and managing investor expectations.

Guidelines

Selecting a Sample Size

Provides guidance on selecting a valid sample and links to resources on sampling.

Tools & Templates

Prefinancing mechanisms for fair trade

This publication is the result of a study commissioned in 2014 by the French Fair Trade Platform (Plate-Forme pour le Commerce Equitable – PFCE), in partnership with Max Havelaar France and Ethiquable, on existing mechanisms for the pre-financing of agricultural production campaigns in the fair trade sector. This study led to the realization of these fact sheets presenting the offer of 11 financial institutions as well as 2 innovative financial tools, participative funding (or crowdfunding ) and employee savings. It identifies recommendations to enhance, improve and disseminate good practices.

Guide/Manual

Organisations professionnelles agricoles et institutions financières rurales

Ce guide opérationnel se veut un outil d’appui à la construction du partenariat entre organisations professionnelles agricoles et rurales, et institutions financières. Il est issu de travaux de recherche, d’appui au développement et de formations conduits principalement en Afrique de l’Ouest et à Madagascar dans les dix dernières années, avec des éclairages développés plus récemment sur l’Asie du Sud-Est et l’Amérique latine.

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.