Resources

Search by key words (e.g., green finance)

Online Guide

SEPM Guide

Discover our Guide for Social and Environmental Performance Management

Discover

Resources

437 entries were found.

Guidelines

Make Your Targets S.M.A.R.T

Table summarizing the meaning of the SMART acronym and how to use it to set better social goals and targets.

Case studies & Field examples

MicroLoan Foundation (Malawi) Uses a Data Protocol

Description of the training and data protocols used by MicroLoan Foundation to ensure high quality, accurate data is collected related to client outcomes.

Case studies & Field examples

Friendship Bridge (Guatemala) Client Segmentation by Poverty Profile

Description of Friendship Bridge (Guatemala)'s segmentation of its client by poverty level.

Webinar

Summary of Outcomes Working Group Session on FundaciĆ³n Paraguaya's Poverty Stoplight Tool and the TrueLift Initiative

Summarizes FundaciĆ³n 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.

Tools & Templates

SPI Audit Terms of Reference

Sample to edit the terms of reference for external support in conducting an SPI audit.

Tools & Templates

SPI Audit Introduction Letter

Template of a letter to present the SPI audit to partners.

Tools & Templates

SPI Audit Opening Meeting Presentation

Launch the audit with an opening meeting. Feel free to adjust this presentation template.

Tools & Templates

SPI Audit Exit Meeting Presentation

Present preliminary findings of the audit in an exit meeting with the top management. Feel free to adjust this presentation template.

Guidelines

SPI Audit - Advice for ensuring quality results

Consult this document to understand how to ensure an objective and useful analysis.

Guidelines

SPI Audit - Guide for interviews

Use this list of questions as a guide to prepare the interviews for the SPI audit with different heads of departments.