Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
Tools & Templates
Fundación Paraguaya Poverty Stoplight Application Manual
Manual describing the Poverty Stoplight outcomes tracking system created by Fundación Paraguaya. It includes the poverty stoplight scorecard as well as instructions for how to apply it, audit it and use it.
Tools & Templates
Friendship Bridge Strategic Plan 2021-2025
Example strategic plan from Friendship Bridge (Guatemala) that sets social goals and articulates how its products and services will achieve them. Includes indicators.
Guidelines
Building MIS Capacity for Social Performance Reporting
This Briefing Note describes the processes that Filipino MFI ASKI followed to determine MIS requirements and the initial steps that were taken in 2014 to improve the MIS so that Social Performance reporting was brought into balance with Financial Performance reporting. This BN describes the way in which ASKI arrived at which indicators to track, the frequency of reporting and the co-ordination / role which the departments played so as to report using a Social Performance Dashboard.
Publications
Making Microfinance Investment Responsible – State of the Practice in Europe
This issue of European Dialogue is a follow up to the 2008 issue, “The Role of Investors in Promoting Social Performance”. The 2008 issue set out to take stock of investment funds' practices in terms of promoting and assessing social performance. In the last two years, practices have become more systematic and refined, as social performance assessments of MFIs have become commonplace. The time has come to see how far we've come to “Making Microfinance Investment Responsible”. What are investors doing to systematize social performance management at the MFI level, and what are they doing to improve their own practices as responsible investors?
Publications
Driving Investment Decisions with Social Performance Information
This brief offers a glimpse into the inner workings of some european fund managers. drawing on in-depth interviews, it gives examples of the tools they rely on to make.
Case studies & Field examples
Satya’s social mission, social goals, SMART objectives, and its indicators
Chart showing Satya Microcapital's mission, social goals, SMART objectives and indicators.
Guidelines
LabODD: Accès à l’énergie: Un cadre commun de mesure des résultats est-il possible?
Entre mai et juillet 2021, le Groupe Energie a mené quatre ateliers autour d’une question primordiale : est-il possible de s’aligner sur un cadre commun de mesure des résultats dans un secteur aussi diversifié que celui de l’accès à l’énergie ? CERISE publie un article pour présente les principales conclusions de ces ateliers.
Guidelines
LabODD: Access to energy: Is a common framework for outcome measurement possible?
Between May and July 2021, the Energy Group conducted four workshops around a crucial question: is it possible to align with a common framework for measuring outcomes in a sector as diverse as energy access? CERISE publishes an article that presents the main conclusions after these workshops
Case studies & Field examples
Friendship Bridge (Guatemala) Client Segmentation by Poverty Profile
Description of Friendship Bridge (Guatemala)'s segmentation of its client by poverty level.
Case studies & Field examples
MicroLoan Foundation (Malawi) Uses a Data Protocol
Description of the training and data protocols used by MicroLoan Foundation to ensure high quality, accurate data is collected related to client outcomes.
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