Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
Learning Series
Vidéo
CP Pathway Webinar #2
Preventing Over-indebtedness – A Systems Approach
Learning Series
Vidéo
Client Protection Pathway Implementation Series
The Client Protection Pathway describes the steps that a financial service provider can take to implement the client protection practices necessary to avoid harming clients and communicate this progress to investors. The Pathway gives providers a roadmap for implementing the Client Protection Standards and helps them stay on track.
Protecting your clients is essential to your business and to their welfare, but it is not easy. At every step on the Pathway, we have resources and support ready for you. When you join the Client Protection Pathway, you join a global network of people who are committed to client protection.
Tools & Templates
SPI Online Audit Tools At A Glance
A general overview of the new 7 assessment tools of SPI Online, and two-pager descriptions to download (factsheets).
Case studies & Field examples
Outline for a Code of Conduct
Provides a simple outline for a Code of Conduct that can be used as a template.
Tools & Templates
Key Facts Document Worksheet and Example
Provides a template for a good Key Facts Document as well as an example of a bad document.
Guidelines
Social Performance Risks to Monitor
Examples of common social performance-related risks and how to monitor them.
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.
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