Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
Guidelines
Social Performance Factors to Examine During Internal Audit
Examples of key areas to assess in internal audits to monitor social performance.
Case studies & Field examples
Example Incentive Structure That Balances Portfolio Growth, Size and Quality
Provides a short example of how a mid-sized provider in Peru structured their incentives to balance growth, size and quality.
Guidelines
Guidelines for Case Load Limits
Provides guidance on setting appropriate case load limits for group and individual loans.
Case studies & Field examples
Examples of Social Variables for Incentivizing Employees
Examples of different types of indicators and criteria that can be incorporated in loan officer evaluations to integrate a social performance lens into the evaluation.
Case studies & Field examples
SKS and Equitas Protect Client Data
Briefly describes SKS and Equitas' policies and protocols for handling and protecting client data.
Guidelines
Guidance for Adequate Training of Employees on Code of Conduct and Client Protection
Discusses key elements of code of conduct and client protection that should be emphasized during loan officer training.
Case studies & Field examples
Finca Microfinance Bank LTD. (Pakistan) Evaluates Employees on Customer Care
Description of Finca Microfinance Bank Ltd of Pakistan's Customer Care Program and it's use of their Service Quality Assessment Tool to evaluate employees
Case studies & Field examples
Al Majmoua Trains Employees on SPM Topics
Al Majmoua mixes classroom based training with field-based training to achieve greater consistency in quality of service and application of policies.
Case studies & Field examples
Sample Loan Officer SPM Evaluation Criteria Table
Examples of typical social performance management-related responsibilities and sample criteria that can be used to evaluate performance.
Publications
COVID-19 Client Interview Tool Data Insights and Recommendations for Funders, FSPs, and Regulators
Summarizes the findings of the surveys conducted with SPTF's COVID-19 interview tool along with the recommendations that came out of the roundtable discussion.
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