Resources

This excel tool is for users who completed an SPI or CP audit, and are now at the stage of developing the action plan. It supports prioritizing the improvements needed, identifying quick wins and drafting the action plan.

The tool is structured under the following sub-tools:

1. Impact Effort Matrix
2. Priorities Matrix
3. Challenges (where the action plan team can document potential challenges and follow-up their resolution)

Research on Correlations between Social Performance Management Practices and Customer Outcomes in Inclusive Finance.

Cerise+SPTF’s latest research dives into how Social Performance Management (SPM) practices impact customer outcomes in inclusive finance. Led by Amelia Greenberg from Cerise+SPTF and Alasdair Lindsay-Walters from MFR, the study highlights that strong SPM practices—such as transparent communication and manageable loan sizes are correlated with positive customer outcomes. Contrarily, high annual percentage rates (APRs) and weak customer protection are correlated with linked to poorer outcomes. This research underscores the importance of adopting robust SPM practices to promote customer benefit while protecting them from harm.