Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
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.
Guidelines
Smart Campaign Compliance Criteria for Code of Conduct
Providers guidance on what a code needs to include and how it must be communicated and staff trained.
Case studies & Field examples
Microfund for Women Uses Mixed Research Methods to Evaluate Microinsurance Product
Description of Microfund for Women (Jordan)'s experience using mixed research methods to evaluate and improve a microinsurance product.
Guidelines
Collecting and Using Client Exit Data
This tool discusses how financial institutions (FIs) can design exit survey tools, collect exit data, and use them for designing and improving products and services. It explains a five-step process for developing, introducing, and using an exit survey. FIs with existing exit surveys can use the tool to rethink and strengthen their current tool. Those without an existing tool can use it to understand their options and design a tool.
Guidelines
Insurance Data to Asses Product Value
Table explain key ratios to measure and monitor with insurance products and explains how to interpret it.
Case studies & Field examples
Insurance Product Based on Clients Needs
Table sharing examples of different types of insurance products, the client data to be collected to design them, and features that respond to client needs.
Case studies & Field examples
Microfund for Women (Jordan) Insurance Products
Provides examples of two types of insurance--credit life and hospitalization--that MicroFund for Women in Jordan designed and offers to its clients.
Guidelines
Smart Lending: Client Protection in the Group Loan Process--An Overview for Incorporating Client Protection Practices into
A tool for MFIs that want to incorporate good client protection practices into their group lending process. The tool is applicable to a wide range of credit methodologies, and can be adapted for use by MFIs employing village banking methodology, Grameen-style âgroup of groupsâ methodology, and other forms of group lending.
Guidelines
Smart Lending: Client Protection in the Group Lending Process: An Overview of Client Protection Practices in Group Lending for Financial Institutions
A tool for financial institutions (FIs) that want to incorporate client protection practices into their group lending process. As group lending continues to be one of the most popular methodologies for delivering financial services throughout the world, this tool should prove useful to scores of financial service providers. The tool is applicable to a wide range of credit methodologies, and can be adapted for use by FIs employing village banking methodology, Grameenstyle âgroup of groupsâ methodology, and other forms of group lending. Section I provides guidelines for FIs on group loan product design and staff training. Appropriate product design and adequate staff training do not apply to a specific phase of the group lending process, rather, they provide a foundation for client protection throughout the entire process. Section II divides the group lending process into five key phases and identifies good client protection practice for each phase. The five phases are: (1) Client Recruitment and Group Preparation, (2) Loan Application, (3) Evaluation and Loan Approval, (4) Disbursement, (5) Customer Service and Collections.
Guidelines
Smart Microinsurance-An Overview for Microfinance Institutions on Incorporating Client Protection Practices into Microinsurance
âSmart Microinsuranceâ is designed specifically for microfinance institutions (MFIs) that serve as intermediaries, offering microinsurance products provided by
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