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SEPM Guide

SEPM Guide Online

Discover our Guide for Social and Environmental Performance Management

Full Guide Online

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

SEPM Guides to download

Resources

541 entries were found.

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.

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Case studies & Field examples

Ujjivan Incentivizes Customer Service

Description of how Ujjivan incorporates social metrics and customer care into its staff incentive system.

Download (76.3 KiB)
Guidelines

Social Performance Factors to Examine During Internal Audit

Examples of key areas to assess in internal audits to monitor social performance.

Download (79.8 KiB)
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.

Download (57.0 KiB)
Guidelines

Guidelines for Case Load Limits

Provides guidance on setting appropriate case load limits for group and individual loans.

Download (227.4 KiB)
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.

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Case studies & Field examples

SKS and Equitas Protect Client Data

Briefly describes SKS and Equitas' policies and protocols for handling and protecting client data.

Download (157.4 KiB)
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.

Download (32.0 KiB)
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

Download (36.0 KiB)
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.

Download (31.5 KiB)