Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
Case studies & Field examples
Musoma Investigates and Addresses Causes of Over-Indebtedness
Explains the actions that Musoma took to reduce over-indebtedness when it noticed that many of its clients were selling or forfeiting assets to pay off loans.
Case studies & Field examples
ESAF Rewards Staff for Achieving SPM Targets
ESAF built a branch-level incentive system that incorporates social targets, SPM audit and client satisfaction metrics among other elements.
Case studies & Field examples
Ujjivan Incentivizes Customer Service
Description of how Ujjivan incorporates social metrics and customer care into its staff incentive system.
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
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