Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
Discover
Resources
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.
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.