Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
Learning Series
SPM Essentials: Developing Employee Capacity to Achieve Your Social Mission Presentation
Presentation accompanying the ILO and SPTF co-hosted webinar to discuss how financial service providers can improve social performance through the right employee recruitment, incentives, training, and ongoing communication about the organization's progress toward achieving its social goals. The featured speakers were Alia FARHAT of Al Majmoua (Lebanon), Andrija DRAGANIC of MonteCredit (Montenegro), and Sandhya SURESH of ESAF Small Finance Bank (India).
Learning Series
SPM Essentials: Developing Employee Capacity to Achieve Your Social Mission Brief
Brief summarizing the ILO and SPTF co-hosted webinar to discuss how financial service providers can improve social performance through the right employee recruitment, incentives, training, and ongoing communication about the organization's progress toward achieving its social goals. The featured speakers were Alia FARHAT of Al Majmoua (Lebanon), Andrija DRAGANIC of MonteCredit (Montenegro), and Sandhya SURESH of ESAF Small Finance Bank (India).
Learning Series
SPM Essentials: Barriers, Bias and Banking Presentation
Presentation accompanying the webinar that discussed how some things are simply fundamental for serving women better with financial services. To begin, a financial services provider (FSP) should understand its own biases that affect female staff. Additionally, an FSP should understand the tradeoffs that female clients make when pursuing economic opportunities, and the types of negative shocks they commonly face. With this knowledge, the FSP can improve its practices and achieve better outcomes for women. During the webinar, SPTF shared recent changes to the Universal Standards that have incorporated a stronger gender lens. Grameen Foundation shared a toolkit that helps FSPs implement good practices in promoting women’s economic empowerment while avoiding unintended negative consequences such as child labor or gender-based violence. This webinar is in English with simultaneous Spanish translation.
Guidelines
Essential Questions to Answer When Reviewing Your Staff Incentive System
Set of recommended questions and data sources and indicators to use to review your incentive system's alignment with social goals and USSEPM.
Learning Series
SPM Essentials: Use what you have: Discovering client insights in your existing data Presentation
This presentation accompanies 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.
Learning Series
L'Essential de la GPS: Des moyens pratiques pour aborder les risques lies au genre
La dimension 2 des normes universelles se concentre sur le rôle du leadership dans la création d'une culture d'engagement envers la GPS. Cette note partage les expériences de deux PSF qui ont pris des mesures pour y parvenir en explorant comment mieux répondre aux besoins des employées et des clientes. En collaboration avec la Fondation Grameen, CREDICAMPO d'El Salvador et ODEF Financiera du Honduras ont participé à une formation et à une évaluation rapide axées sur les risques et opportunités liés au genre et appliquent désormais les enseignements tirés à leurs politiques et pratiques.
Learning Series
SPM Essentials: Practical ways to address gender-related risks at your organization Brief English
Dimension 2 of the Universal Standards focuses on leadership's role in creating a culture of commitment to SPM. This brief shares the experiences of two FSPs who have taken steps to do this by exploring how better to meet the needs of female employees and customers. In collaboration with Grameen Foundation, CREDICAMPO of El Salvador and ODEF Financiera of Honduras participated in a training and a rapid assessment that focused on gender-related risks and opportunities and are now applying lessons learned to their policies and practices.
Learning Series
SPM Essentials: Help Your Employees Adapt to Digital Transformation Brief
Summary of 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.
Vidéo
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Tools & Templates
Template of agenda for a field audit on SEPM with SPI Online tools
Example of agenda for a field audit on social and environmental performance management using SPI Online assessment tools.