Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
Discover
Resources
Guidelines
Microfinance for ecosystem-based adaptation - Options, costs and benefits
This series of fact sheets, published by UNEP-MeBA, presents 40 options that can be financed through microfinance products and that enable small-scale farmers to reduce their vulnerability to climate change and mitigate their adverse impacts on the environment. Each fact sheet describes the selected option, its contribution to reducing climate and environmental risks, the required inputs and costs to be financed, its benefits and limitations.
Read the factsheets on UNEP-MeBA website
Case studies & Field examples
FINCA Experience with Outcomes Management as presented to Outcomes Working Group
Summary of an Oct 2016 Outcomes Working Group session in which FINCA shared its approach to generating credible data that is useful for decision-making on a limited budget. FINCA includes outcomes data in its quarterly MFI mission monitoring dashboard, which includes
targets and achievements for depth of outreach (including female managed enterprises) as well as
predicted outcomes on key business indicators. FINCA uses a predictive model based on a small number
of selected indicators and enterprise segmentation and a small sample of clients quarterly to track quarterly in between larger data collection efforts every 3-5 years.
Tools & Templates
Friendship Bridge Client Outcomes Report
Example from Friendship Bridge in Guatemala of a client outcomes report detailing key performance indicators for client outcomes and grading their performance.
Case studies & Field examples
IDEPRO Desarrollo Empresarial Case Study
This case details IDEPRO Desarrollo Empresarial (Bolivia)'s journey to develop an outcomes and impact evaluation system. IDEPRO’s experience demonstrates two critical and related points. First, actually measuring outcomes is essential to determine whether an organization is achieving its social mission. Second, strategic use of outcomes data can help an organization advance that mission, by yielding valuable insights into areas such as risk management, client retention, and product design. Ultimately, good data does not just measure outcomes—it helps shape them. Implementing an outcomes monitoring system is an investment whose benefits, both to the clients and the institution, significantly outweigh the costs.
Tools & Templates
Fundación Paraguaya Poverty Stoplight Application Manual
Manual describing the Poverty Stoplight outcomes tracking system created by Fundación Paraguaya. It includes the poverty stoplight scorecard as well as instructions for how to apply it, audit it and use it.
Tools & Templates
Friendship Bridge Strategic Plan 2021-2025
Example strategic plan from Friendship Bridge (Guatemala) that sets social goals and articulates how its products and services will achieve them. Includes indicators.
Guidelines
Building MIS Capacity for Social Performance Reporting
This Briefing Note describes the processes that Filipino MFI ASKI followed to determine MIS requirements and the initial steps that were taken in 2014 to improve the MIS so that Social Performance reporting was brought into balance with Financial Performance reporting. This BN describes the way in which ASKI arrived at which indicators to track, the frequency of reporting and the co-ordination / role which the departments played so as to report using a Social Performance Dashboard.
Publications
60 Decibels - Why Off-Grid Energy Matters
Impact report on the off-grid energy sector using data collected via phone surveys by 60 Decibels.
Tools & Templates
60 decibels Remote Survey Toolkit
Toolkit based on 60 Decibels' experience conducting phone surveys during the COVID-19 crisis. Includes sample questionnaires for different purposes as as well as guidance for how to set up and conduct a successful phone survey.
Tools & Templates
Sonata Environmental Exclusion List
This policy document developed by Sonata in India is an example of environmental exclusion list used to screen out environmentally-risky activities in the loan application process.
Download