Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
Discover
Resources
Guidelines
MFR Impact Assessment Methodology
Details the MFR impact assessment methodology which aligns with the universal outcomes indicators and SDGs as developed by the SPTF.
Case studies & Field examples
Outcomes Data Collection: The experience of Cashpor Micro Credit India
CASHPOR MicroCredit India shares its experience with collecting and analyzing outcomes data during a Nov 2015 Outcomes Working Group session.
Publications
Outcomes Plenary Session Notes: Exploring the connection between SEPM and client outcomes
Session notes from the 2022 Cerise+SPTF annual meeting featuring speakers from BBVA Microfinance Foundation, Cerise, 60 Decibels and Microfinanzas Rating discussing key outcomes debate questions based on evidence from the industry.
Guidelines
The Drivers for Better Outcomes: How Social and Environmental Performance Management practices can be most closely linked to better customer outcomes.
Powerpoint presentation at the 2022 European Microfinance Week featuring insights from Cerise, 60 Decibels and Oikocredit regarding aligning outcomes indicators with practices and the SDGs.
Case studies & Field examples
Génesis Empresarial Implements Outcomes Management by Client Segment
This brief summarizes Fundación Génesis Empresarial's experience developing a client outcomes management system by client segment as presented during the SPTF Outcomes Working Group meeting 17 Jan 2018.
Publications
Making the Case for Outcomes Management to Financial Service Providers
This brief demonstrates the why and what for of outcomes management by financial service providers (FSPs). Why is outcomes management essential for any FSP with a social mission? Specifically, how can an FSP use client outcomes data to make decisions that strengthen the FSP’s performance, both financially and socially? Understanding this will help an FSP to achieve buy-in within the organisation and encourage the board and senior management to take action.
Guidelines
Guidelines on Outcomes Management for Financial Service Providers
Following on from the brief Making the Case for Outcomes Management to Financial Service Providers, which presented the "why" and the "what for" of outcomes management, these guidelines set out the "how": how to do outcomes management in a practical, credible, "reasonable cost" way. The guidance is founded on lessons learned from a number of financial service providers (FSPs) and other stakeholders who have experience with outcomes data collection, analysis, and reporting. The information presented here draws on best practice so far, with a focus on identifying what is necessary and useful, as well as the pitfalls to avoid.
Download