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SEPM Guide

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Discover our Guide for Social and Environmental Performance Management

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SEPM Guides to download

Resources

62 entries were found.

Guide/Manual

KoboToolbox Guide

KoboToolbox is a free platform for field data collection in challenging environments that works both online and offline through mobile devices and web browsers. This guide helps you get started with the tool.

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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.

Download (1.2 MiB)
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.

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Case studies & Field examples

How Products and Services Serve the Provider's Social Goals

Examples of how particular products and services are related to and contribute to a provider's social goals.

Download (38.1 KiB)
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.

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Case studies & Field examples

CASHPOR Identifies a Social and Financial Risk

Description of how CASHPOR used negative social outcomes data to shape a reponse to reduce risk and increase impact.

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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.

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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.

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Case studies & Field examples

Fondo Esperanza : Cómo usar los datos de resultados de los clientes para impulsar el desempeño

Este estudio de caso explica el sistema de gestión de resultados que Fondo Esperanza usa para monitorear los cambios en la vida de los clientes, y cómo Fondo Esperanza usa los datos de resultados para informar sus propias decisiones estratégicas y operativas, así como para comunicarse con los clientes sobre su progreso personal. El anexo del estudio de caso enumera los indicadores específicos que Fondo Esperanza usa para medir los resultados de los clientes en cuatro åreas: desarrollo empresarial, bienestar familiar, empoderamiento y capital social.

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Tools & Templates

Friendship Bridge Informe de Resultados de Clientas 2014-2016

Este informe presenta los Resultados de las Clientas 2014-2016, e incluye una exploraciĂłn del progreso de Friendship Bridge (Guatemala) sobre sus metas sociales y los datos que documenten los cambios en las vidas de las clientas.

Download (9.6 MiB)