Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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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.
Tools & Templates
SEF Social Surveyor Officers Policy
This document includes the details of the job of the primary data collectors for the Small Enterprise Foundation (South Africa) and includes detailed protocols and policies for how, when and what data should be collected.
Publications
60 Decibels Microfinance Index Report
This report creates a new benchmark that consists of the data from 72 microfinance institutions from this yearâs cohort. For each indicator included in our Index, we calculated the average performance of the participating microfinance institutions, weighing each MFIâs 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
Acumen's Lean Data Field Guide-Tips For Collecting Customer Data to Build More Impactful Businesses
This document is designed to serve as a field guide to help you conduct projects using Acumen's Lean Data approach. It is meant to be practical and action oriented. The approach involves two main elements: 1) A shift in mindset away from reporting and compliance and toward creating value for a company and its customers and 2) The use of methods and technologies for data collection that emphasize efficiency and rapid response while still achieving a sufficient degree of rigor.
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. IDEPROâs 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 outcomesâit helps shape them. Implementing an outcomes monitoring system is an investment whose benefits, both to the clients and the institution, significantly outweigh the costs.