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SEPM Guide

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Discover our Guide for Social and Environmental Performance Management

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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.

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Case studies & Field examples

GĂ©nesis Empresarial Implements Outcomes Management by Client Segment

This brief summarizes FundaciĂłn GĂ©nesis Empresarial's experience developing a client outcomes management system by client segment as presented during the SPTF Outcomes Working Group meeting 17 Jan 2018.

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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.

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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.
 
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