Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
Case studies & Field examples
Case Study - Fondo Esperanza: Using Outcomes Data to Drive Performance
Describes Fondo Esperanza's comprehensive outcomes management system that emphasizes the collection of accurate, relevant data that are reported widely to both internal and external stakeholders.
Publications
Client Voices Synthesis Report: Flexibility, Empathy, and Knowledge: What Clients Want From Microfinance in Benin, Pakistan, Peru, And Georgia
This synthesis report presents the voices of low-income individuals who shared with Smart Campaign their opinions, hopes, and struggles.
Vidéo
The Universal Standards Introduction Video (2015)
This video was developed in 2015 to present the Universal Standards for Social and Environmental Performance Management. Since then, the Universal Standards have been updated and the SPTF website has changed to the new Cerise+SPTF joint venture. But this video is still relevant to explain the core notions of social and environmental performance management.
Learning Series
SPM Essentials: Help Your Employees Adapt to Digital Transformation Presentation
Presentation accompanying a webinar jointly organized by SPTF and the ILO, speakers from Wing (Cambodia), and FINCA DRC addressed how to manage human resources responsibly during digital transformation, how to motivate and support employees for success when their job roles and responsibilities are shifting, and how HR structure and management is different in a digitalized FSP versus a traditional financial institution.
Learning Series
SPM Essentials: Listening to Employees as a Business Strategy Brief
Employee satisfaction and feedback are an often-overlooked asset for your business. Employees know the most about your customers and can be a wealth of ideas for improving your operations and human resource development. Are you making the most of their feedback? This brief summarizes the webinar that explores these questions with speakers from Fundación Paraguaya, Crystal (Georgia), and VisionFund Mexico.
Learning Series
SPM Essentials: Listening to Employees as a Business Strategy Presentation
Employee satisfaction and feedback are an often-overlooked asset for your business. Employees know the most about your customers and can be a wealth of ideas for improving your operations and human resource development. Are you making the most of their feedback? This presentation accompanies the webinar that explores these questions with speakers from Fundación Paraguaya, Crystal (Georgia), and VisionFund Mexico.
Learning Series
SPM Essentials: Using Client Feedback to Inform Product Design Presentation
Presentations used in a webinar on Dimension 3 of the Universal Standards, Client-centric Products and Services, and in particular on using client feedback to inform product design. Representatives from Entrepreneurs du Monde and its partner Anh Chi Em (ACE), located in Vietnam, discuss a recent client satisfaction survey that ACE implemented and how they are applying survey results to future product decisions. Representatives from the Terwilliger Center of Habitat for Humanity International and from Negros Women for Tomorrow Foundation (NWTF), located in the Philippines, share lessons learned from their work to develop a new housing product, focusing in particular on the product design phase.
Learning Series
SPM Essentials: Using Client Feedback to Inform Product Design Brief
This brief summarizes a webinar on Dimension 3 of the Universal Standards, Client-centric Products and Services, and in particular on using client feedback to inform product design. Representatives from Entrepreneurs du Monde and its partner Anh Chi Em (ACE), located in Vietnam, discuss a recent client satisfaction survey that ACE implemented and how they are applying survey results to future product decisions. Representatives from the Terwilliger Center of Habitat for Humanity International and from Negros Women for Tomorrow Foundation (NWTF), located in the Philippines, share lessons learned from their work to develop a new housing product, focusing in particular on the product design phase.
Learning Series
SPM Essentials: Responsible Use of Profits Presentation
This presentation accompanies in which speakers from AMK (Cambodia) and GM Bank (Philippines) share the specific ways in which they integrate client-centric decisions into their budget and business plans, and how they engage with socially committed investors. A representative from Dia Vikas shares how Dia promotes social performance through its investments. SPTF’s Amelia Greenberg describes how dimension 6 of the Universal Standards has been revised to strengthen and clarify the management practices connected with a responsible use of profits.
Learning Series
SPM Essentials: Use what you have: Discovering client insights in your existing data Brief
This brief summarzes the key points from a webinar discussing how to use your existing client data to reveal actionable insights. Specifically, in analyzing financial behavior by client segment, you can uncover trends in product uptake and use by your clients and use that information to improve performance. The speakers are Mariano Frontera, Director Ejecutivo of Fundación Dominicana de Desarrollo, and Jacobo Menjovsky, independent data analyst.
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