Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
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
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.
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.
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.
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.
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.
Case studies & Field examples
Over-indebtedness Case Study: Bangladesh
Brief summary of the experience of the 4 largest microfinance providers in Bangladesh each individually taking action to limit growth. Though they couldn't agree on collective action, their individual actions helped avert an over-indebtedness crisis in 2008.
Guidelines
Detecting and Monitoring Over-indebtedness Risk in the Market
Lists signs and indicators to look for to identify if there is over-indebtedness in your portfolio or market.
Case studies & Field examples
KASHF Foundation Monitors Risk Using Client Interviews
KASHF Foundation interivews a sample of clients to help monitor risks.
Case studies & Field examples
MicroLoan Foundation Responds to Missed Outreach Targets by Reducing Barriers
Provides an example of how MicroLoan Foundation used information that it wasn't reaching its target clients to adjust product design and staff training.
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