Resources

The ultimate goal of an SPI audit is to improve practices. At the end of the audit, we strongly encourage providers to develop an action plan that prioritizes a realistic number of areas of improvement. See the action plan template.

This manual, developed by FINCA in 2019, is intended for research teams, surveyors, and staff from financial institutions implementing the Mission Monitor. It provides practical steps to prepare, customize, digitize, translate, and test surveys, as well as to recruit and train field teams, conduct data collection, and produce reports. Although originally created within FINCA’s program framework, it remains a useful reference for institutions interested in applying social impact surveys in a structured and consistent manner.

Este estudio de caso describe cómo la ONG libanesa Al Majmoua ha diseñado, implementado y perfeccionado sus encuestas para medir la satisfacción de sus clientes y las razones de salida de los mismos. Incluye tanto experiencias cualitativas como cuantitativas, recomendaciones para mejorar la efectividad de las encuestas y lecciones prácticas relacionadas con la gestión del desempeño social en microfinanzas. Este recurso puede ser utilizado libremente por instituciones, organizaciones o terceros interesados en adaptar estas metodologías a su propio contexto y mejorar la atención y retención de sus clientes.

This briefing offers guidance on how to ensure that social performance is included in strategic planning processes, as well as how to address three key challenges: clarifying long-term social goals, specifying short-term social objectives, and underpinning its social intentions with appropriate measurement systems.