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Online Guide

SEPM Guide

Discover our Guide for Social and Environmental Performance Management

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Resources

66 entries were found.

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 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

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. 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.