Resources

Start typing a resource name or keyword (e.g., finance, climate change)

SEPM Guide

SEPM Guide Online

Discover our Guide for Social and Environmental Performance Management

Full Guide Online

Download SEPM Guide

Our Guide is available for download in Spanish, French, and specific versions

SEPM Guides to download

Resources

534 entries were found.

Case studies & Field examples

Yehu Microfinance Surveys Clients on Which Mecanisms to Create

Description of Yehu Microfinance's approach to designing its complaints mechanism with input from clients.

Publications

Research Indicates that Clients Are Note Informed on Complaints Mechanisms

Brief on results of a SMART Campaign study showing most clients are not aware of complaints mechanisms.

Case studies & Field examples

SKS (India) Protects Client Data

Example of a client data privacy policy from SKS.

Case studies & Field examples

FINCOMUN Introduces a "Collection with Dignity" Policy

FINCOMMUN developed a "Collections with Dignity" policy. This case provides a description of their policy and the impact it has had on FINCOMMUN

Case studies & Field examples

SWADHAAR FINSERVE Code Includes Collections Procedures

Example of a collections policy used by SWADHAAR FINSERVE.

Case studies & Field examples

ASKI Sanctions Code of Conduct Violations

Provides an example of how ASKI addresses violations of its code of conduct in its disciplinary procedures.

Case studies & Field examples

Tujijenge Displays a Customer Service Charter

Example of Tujijenge's customer services charter which explains client rights and what they should expect from Tujijenge as well as providing contact information for complaints.

Case studies & Field examples

Gatsby Microfinance LTD. Provides Transparent Loan Information

Provides an example of how Compartamos Bank communicates the code of conduct to staff and clients.

Tools & Templates

Key Facts Documents for Loan Clients

Example of a key facts document to accompany the full loan documents.

Case studies & Field examples

Partner Microcredit Foundation Uses Internal Audit to Detect Risk Lending

Briefly describes Partner Microcredit's approach to detecting overindebtedness risk through its internal audit function.