Resource Center - SPI Online

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

508 entries were found.

Guide/Manual

Comment lire les tableaux de bord sociaux de SPI Online ?

Ce document présente quelques conseils clés sur la manière de lire les différents tableaux de bord sociaux qui peuvent être téléchargés à la fin d'un audit SPI Online.

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Guide/Manual

DFS Standards English Assessment Guide

This guide tells assessors how to score each of the indicators and details in the DFS Standards Evaluation Tool. Specifically, this guide provides a) the rationale for the indicator/detail; b) the criteria to follow when determining the score of yes/partially/no/not applicable; c) which sources to consult to understand the level of performance of the financial service provider.

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Learning Series Vidéo

CP Pathway Webinar #7

Implementing Client Protection in Insurance Practices

Collection of Resources for Outcomes Management & the SDGs Contribution

Main publications and tools by Cerise+SPTF, its partners, and other stakeholders, on client-level data management and outcomes measurement, in relation to the Sustainable Development Goals.

MetODD-SDG, a curated list of indicators to measure achievement of the SDGs

Covering 73 Targets and 16 Sustainable Development Goals (SDGs), for which economic players are relevant, MetODD-SDG enables organizations to identify indicators to measure the achievement of their social objectives by linking them to the SDG Targets.

Mapping the Client Protection Standards to SPI5 codes to navigate the SEPM Guide

This multilingual Excel tool facilitates navigation between Client Protection (CP) Standards and the USSEPM framework, ensuring a seamless user experience. While the CP Standards are fully integrated within USSEPM, they follow a different coding system. This resource provides a comprehensive mapping between CP codes and SPI5 codes, enabling users to efficiently reference the SEPM Guide when conducting CP Commit or CP Full audits.

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Guidelines

Cómo desarrollar resiliencia en organizaciones de finanzas inclusivas

Este documento presenta una guía para el desarrollo de resiliencia en organizaciones de finanzas inclusivas, la cual está basada en la experiencia de doce (12) organizaciones de seis (6) países de América Latina. También considera el marco conceptual de tres fuentes importantes, que se enumeran en la sección Referencias.

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Training sessions & Material

Summary of Outcomes Working Group Session on Theory of Change

Summarizes presentations and discussion from the Oct 2014 outcomes working group session discussing theory of change. Shares thinking about a what a theory of change is, how it can be used, a typical theory of change for microfinance.

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Training sessions & Material

Summary of Outcomes Working Group Session on Fundación Paraguaya's Poverty Stoplight Tool and the TrueLift Initiative

Summarizes Fundación Paraguaya's approach to tracking client poverty outcomes through a family self-assessment tool called the Poverty Stoplight. Also shares information about the TrueLift Initiative to focus bring accountability to microfinance to contribute to poverty alleviation as a primary outcome.

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Training sessions & Material

Indicators of Financial Stress, Including Over-indebtedness

This document provides a summary of the February 2017 Outcomes Working Group meeting in which Grameen Foundation, Friendship Bridge and other share their experience identifying indicators of financial stress and over-indebtedness.

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