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Online Guide

SEPM Guide

Discover our Guide for Social and Environmental Performance Management

Discover

Télécharger la version préliminaire du Guide GPSE en français !

Resources

468 entries were found.

Guidelines

Guidelines for Case Load Limits

Provides guidance on setting appropriate case load limits for group and individual loans.

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Case studies & Field examples

Examples of Social Variables for Incentivizing Employees

Examples of different types of indicators and criteria that can be incorporated in loan officer evaluations to integrate a social performance lens into the evaluation.

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Case studies & Field examples

SKS and Equitas Protect Client Data

Briefly describes SKS and Equitas' policies and protocols for handling and protecting client data.

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Guidelines

Guidance for Adequate Training of Employees on Code of Conduct and Client Protection

Discusses key elements of code of conduct and client protection that should be emphasized during loan officer training.

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Case studies & Field examples

Finca Microfinance Bank LTD. (Pakistan) Evaluates Employees on Customer Care

Description of Finca Microfinance Bank Ltd of Pakistan's Customer Care Program and it's use of their Service Quality Assessment Tool to evaluate employees

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Case studies & Field examples

Al Majmoua Trains Employees on SPM Topics

Al Majmoua mixes classroom based training with field-based training to achieve greater consistency in quality of service and application of policies.

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Case studies & Field examples

Sample Loan Officer SPM Evaluation Criteria Table

Examples of typical social performance management-related responsibilities and sample criteria that can be used to evaluate performance.

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Publications

COVID-19 Client Interview Tool Data Insights and Recommendations for Funders, FSPs, and Regulators

Summarizes the findings of the surveys conducted with SPTF's COVID-19 interview tool along with the recommendations that came out of the roundtable discussion.

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Publications

CGAP Occasional Paper 1 Microcredit Interest Rates

This paper provides technical guidance on setting a sustainable interest rate, calculating the effective interest rate and pricing transparency.

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Publications

Assessing Responsible Pricing for Inclusive Finance Providers

This paper analyzes the validity and usefulness of the 2016 responsibility pricing analysis model and recommends some adjustments.

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