Guidance on using focus groups to gather feedback from staff and/or clients.
Tools & Templates
SPI Audit - Document and Interview Checklist
The checkist details the documents you need to consult for an assessment, suggested interviewees, interview questions, and MIS data collect.
Guide/Manual
SPI Audit - Glossary
To guide you with general definitions.
Tools & Templates
SPI Audit Action Plan Template
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.
Tools & Templates
SPI Audit Summary Report
See the summary report template of results that analyzes strengths and gaps by dimension, prioritizes areas for improvement, and identifies resources for improving practice.
Case studies & Field examples
MicroLoan Foundation Responds to Missed Outreach Targets by Reducing Barriers
Provides an example of how MicroLoan Foundation used information that it wasn't reaching its target clients to adjust product design and staff training.
Case studies & Field examples
Musoma Investigates and Addresses Causes of Over-Indebtedness
Explains the actions that Musoma took to reduce over-indebtedness when it noticed that many of its clients were selling or forfeiting assets to pay off loans.
Case studies & Field examples
Conditions that Create a Heightened Risk of Over-Indebtedness
Field example defines overindebtedness as a situation in which a client has to make sacrifices in order to pay his/her debt rather than an absolute state and provides examples of the types of market conditions that create a greater risk of overindebtedness.
Case studies & Field examples
Partner Microcredit Foundation Uses Internal Audit to Detect Risk Lending
Briefly describes Partner Microcredit's approach to detecting overindebtedness risk through its internal audit function.
Case studies & Field examples
Gatsby Microfinance LTD. Provides Transparent Loan Information
Provides an example of how Compartamos Bank communicates the code of conduct to staff and clients.
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