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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

70 entries were found.

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.

Download (10.1 MiB)
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.

Download (134.6 KiB)
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.

Download (1.7 MiB)
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.

Download (1.4 MiB)
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.

Download (1,014.2 KiB)
Case studies & Field examples

Insights from Transactional Data

Exceprt from Outcomes Management for FSPs: A proposed standard framework aligned with the SDGs that shares insights derived from 4 financial service providers' analysis of their transactional data.

Download (259.8 KiB)
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

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.

Download (710.7 KiB)