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SEPM Guide

SEPM Guide Online

Discover our Guide for Social and Environmental Performance Management

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508 entries were found.

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Tools & Templates

Pautas de gestión social y ambiental para instituciones de microfinanzas--Parte B Guía de campo

Esta guía práctica incluye hojas informativas sectoriales para ayudar al personal de la IMF a identificar los principales riesgos sociales y ambientales de 24 sectores clave (por ejemplo, agricultura, pesca, restaurantes, transporte, artesanías, etc.). Cada hoja informativa también ofrece áreas de mejora para sugerir a los clientes.

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