Resources

Start typing a resource name or keyword (e.g., finance, climate change)

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

48 entries were found.

Vidéo

Education Video on Measuring and Managing Impact

Measuring performance and impact is key to implement, manage and fund social enterprises or microfinance institutions. It also allows to mobilize and align finance to the SDGs, and to include positive and negative impact considerations into investment and business decisions. In 2020, CERISE worked with students from Sciences Po Paris, as part of a working group on Measuring and Managing Impact, in partnership with the Grameen Crédit Agricole Foundation. The students produced a short educational and dynamic video to explain the concepts of impact and the existing approaches, to help navigating the world of results measurement.

Tools & Templates

A sample template for a social impact report

This PowerPoint example can help you build your organization's social impact report. This tool is in English.

Guidelines

Méthodologie pour définir un cadre de mesure des résultats

Une note synthétique en diaporama (PowerPoint), pour présenter une méthodologie pour définir un cadre de mesure des résultats. Cet outil est en français.

Training sessions & Material

Presentation template for a data quality workshop

A template (PowerPoint) for trainers and consultants to organize a workshop, online or in-person, on environmental and social data management. This tool is in English.

Publications

Outcomes Plenary Presentation: Exploring the connection between SEPM and client outcomes

Presentation from the 2022 Cerise+SPTF annual meeting featuring speakers from BBVA Microfinance Foundation, Cerise, 60 Decibels and Microfinanzas Rating discussing key outcomes debate questions based on evidence from the industry.

Guidelines

Outcomes Management for FSPs_ A proposed standard framework aligned with the SDGs

This report aims to contribute to building a framework of actionable indicators based on the SDG targets that can answer the need for a simple, credible methodology to monitor outcomes.

Case studies & Field examples

CRECER (Bolivia) Addresses Quality in Response to Lack of Impact

Describes how CRECER took a negative client outcome finding and responded by increasing quality.

Case studies & Field examples

Caso de estudio IDEPRO: un sistema integral de evaluación de impacto

Este caso detalla el camino de IDEPRO Desarrollo Empresarial (Bolivia) para desarrollar un sistema de evaluación de resultados e impacto. La experiencia de IDEPRO demuestra dos puntos críticos y relacionados. En primer lugar, la medición real de los resultados es esencial para determinar si una organización está logrando su misión social. En segundo lugar, el uso estratégico de los datos de resultados puede ayudar a una organización a avanzar en esa misión, al generar información valiosa en áreas como la gestión de riesgos, la retención de clientes y el diseño de productos. En última instancia, los buenos datos no solo miden los resultados, sino que ayudan a darles forma. La implementación de un sistema de monitoreo de resultados es una inversión cuyos beneficios, tanto para los clientes como para la institución, superan significativamente los costos.

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.

Publications

Demonstrating the Impact of Client-Centric Microfinance--Impact Report 2020 BRAC Microfinance

This report gives an overview of the results from BRAC's client surveys and also presents their approach to measurement and management of client-level outcomes and impact.