Resources

Start typing a resource name or keyword (e.g., finance, climate change)

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

62 entries were found.

Case studies & Field examples

Caso de estudio IDEPRO: un sistema integral de evaluación de impacto

Este caso detalla el camino de IDEPRO Desarrollo Empresarial (Bolivia) para desarrollar un sistema de evaluación de resultados e impacto. La experiencia de IDEPRO demuestra dos puntos críticos y relacionados. En primer lugar, la medición real de los resultados es esencial para determinar si una organización está logrando su misión social. En segundo lugar, el uso estratégico de los datos de resultados puede ayudar a una organización a avanzar en esa misión, al generar información valiosa en áreas como la gestión de riesgos, la retención de clientes y el diseño de productos. En última instancia, los buenos datos no solo miden los resultados, sino que ayudan a darles forma. La implementación de un sistema de monitoreo de resultados es una inversión cuyos beneficios, tanto para los clientes como para la institución, superan significativamente los costos.

Case studies & Field examples

Case study of KOMIDA: A Journey to Implement the Universal Standards for Social Performance Management

This case study describes Koperasi Mitra Dhuafa’s (KOMIDA) journey to improve its implementation of the Universal Standards for Social Performance Management (“Universal Standards”).

Case studies & Field examples

Building the System for Outcomes Management--Case Study from Komida as presented to Outcomes Working Group

Details Komida's process for choosing outcomes indicators to manage, deciding how to collect the data and how to manage the data. Presented to the Outcomes Working Group in 2016.

Publications

Benefits Diagram or Theory of Change Example for Credit and Savings Groups

Shares an example of a theory of change or benefits diagram based on the evidence of impact for credit and savings groups.

Case studies & Field examples

Measuring the results of an energy access project. The experience of Enda Tamweel, in Tunisia

In 2019, Enda Tamweel, in Tunisia, launched its Eco-shams loans for access to solar water pumping and irrigation systems. This article shows how Enda Tamweel assessed the outcomes of these green loans for clients.

Case studies & Field examples

ASKI Selects Social Indicators for its Social Dashboard

Explains the process ASKI used to select indicators for its social dashboard.

Publications

Demonstrating the Impact of Client-Centric Microfinance--Impact Report 2020 BRAC Microfinance

This report gives an overview of the results from BRAC's client surveys and also presents their approach to measurement and management of client-level outcomes and impact.

Publications

60 Decibels Microfinance Index Report

This report creates a new benchmark that consists of the data from 72 microfinance institutions from this year’s cohort. For each indicator included in our Index, we calculated the average performance of the participating microfinance institutions, weighing each MFI’s performance equally. The benchmark figure itself is the mean
or average. These benchmarks are at the heart of this report and they give the clearest picture of what social outcomes are, and are not, being achieved by MFIs.

Guidelines

Guidelines on Outcomes Management for Investors

These guidelines for integrating outcomes measurement, analysis, and reporting into the operations of microfinance investors, asset managers, and other funders (hereinafter "guidelines") are the result of the work of the e-MFP Social Performance Outcomes Action Group, a collaborative effort of a group of responsible investors and other stakeholders that was created as a result of a partnership between the Social Performance Task Force (SPTF) and the European Microfinance Platform (e-MFP). The work on the guidelines has been coordinated by the SPTF Outcomes Working Group in parallel with the development of three resources for financial service providers (FSPs): 1) a "making the case" brief that describes how outcomes data are useful and even essential to an FSP's financial and social performance; 2) "how-to" guidelines for FSPs that describe ten steps for implementing strong outcomes management; and 3) a harmonized menu of key outcome indicators.

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.