Client Voices Synthesis Report: Flexibility, Empathy, and Knowledge: What Clients Want From Microfinance in Benin, Pakistan, Peru, And Georgia
This synthesis report presents the voices of low-income individuals who shared with Smart Campaign their opinions, hopes, and struggles.
Case studies & Field examples
Collection Journey at the Agricultural Bank of Egypt
This case study explains how the Agricultural Bank of Egypt developped a successful strategy to manage their collection process effectively and in a fair and responsible manner. It outlines the challenges they had identified, their approach, the process to create a specialised department, and the outcomes of their journey.
Guide/Manual
Guidance for filling out Organization Information
The Organization information ("Org Info") part of the questionnaire in SPI Online assessment tools contains the financial data and demographic details of the financial service provider. These are important for generating a social dashboard that contains a robust summary of the primary social and financial information about the FSP in one succinct report.
Animated series of videos produced by the United Nations Environment Programme (UNEP), as part of the "Microfinance for Ecosystem-based Adaptation" (MEbA*) project. Their aim is to raise awareness among rural populations of practical solutions for adapting to climate change and for sustainable agricultural production. The solutions also aim to improve the small-scale farming sector's relationship with ecosystems, promoting their conservation and sustainable use now and in the future.
Trato responsable a los clientes: Ejerciendo la no discriminación
Esta herramienta proporciona a los proveedores con una idea de la diferencia entre la orientación del cliente y la discriminación perjudicial e ilumina ejemplos de las formas más comunes de discriminación. Además, la herramienta proporciona a los proveedores de servicios financieros, con siete pasos de acción para corregir y prevenir la discriminación.
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.
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.
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.
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.
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.
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