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SEPM Guide

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Discover our Guide for Social and Environmental Performance Management

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Resources

44 entries were found.

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.

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.

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.

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.

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.

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.

Guidelines

Criteria for Outcomes Indicators

Recommendations on the qualities and characteristics that good outcomes indicators should have.

Case studies & Field examples

Example of a Theory of Change: Credit & Questions Linked to Client Bussines Outcomes

A brief example of a theory of change connecting implementation strategy with client business growth outcomes and eventually poverty and vulnerability reduction.

Case studies & Field examples

Defining Social Goals : Guidance and an Example from Komida

This brief case provides an example of Komida's (Indonesia) social goals showing how outputs relate to desired outcomes.

Case studies & Field examples

Outcomes Data Collection: The experience of Cashpor Micro Credit India

CASHPOR MicroCredit India shares its experience with collecting and analyzing outcomes data during a Nov 2015 Outcomes Working Group session.