Resource Center - SPI Online

SEPM Guide

SEPM Guide Online

Discover our Guide for Social and Environmental Performance Management

Full Guide Online

Download SEPM Guide

Our Guide is available for download in Spanish, French, and specific versions

SEPM Guides to download

Resources

76 entries were found.

Learning Series Vidéo

CP Pathway Webinar #8

Why Clients Insights Matter, and How to Use in Decision Making

Publications

Incofin Managing Outcomes Practical Insights

Between 2020 and 2024, Incofin through AGTAF facility and the technical support from Cerise+SPTF and M-CRIL, deployed a multi-country Technical Assistance programme aimed at strengthening Social Performance Management and Outcomes Management across nine investees in Africa and Asia. The following article distils these practical insights for finance professionals, TA providers, and investors committed to fostering meaningful change through inclusive finance.

Download (1.2 MiB)

Training sessions & Material

Cerise-SPTF Training Materials

Training presentations and related resources in English, Spanish, and French, on responsible inclusive finance and social and environmental performance management.

Guide/Manual

Toolkit on Data Collection Methods for Outcomes Measurement and Management

This toolkit is aimed at guiding stakeholders in selecting, using and sometimes combining the most appropriate data collection methods to measure customer outcomes from using financial services.

Download (9.6 MiB)

Case studies & Field examples

Mesurer les résultats d’un projet d’accès à l’énergie. L’expérience d’Enda Tamweel, en Tunisie.

En 2019, Enda Tamweel, en Tunisie, a lancé une ligne de crédits verts pour financer des systèmes de pompage et d’irrigation solaires. Cet article montre comment l'institution a évaluer les résultats de ces crédits verts sur ses clients.

Case studies & Field examples

Medir los resultados de un proyecto de acceso a la energía. La experiencia de Enda Tamweel, en Túnez.

En 2019, Enda Tamweel, en Tunez, lanzó su línea de préstamos verdes Eco-chams, para financiar sistemas de riego y bombeo solar. Este artículo muestra cómo la institución evaluó los resultados de sus créditos verdes sobre sus clientes.

Case studies & Field examples

Measuring the results of an energy access project. The experience of Enda Tamweel, in Tunisia

In 2019, Enda Tamweel, in Tunisia, launched its Eco-shams loans for access to solar water pumping and irrigation systems. This article shows how Enda Tamweel assessed the outcomes of these green loans for clients.

Publications

Financial Abuse Research Paper

In 2025, Cerise+SPTF and Grameen Foundation collaborated in research to test a survey instrument designed to measure the nature and prevalence of financial abuse among microfinance customers in Benin.

Download (500.6 KiB)

Publications

Article de recherche sur les abus financiers

En 2025, Cerise+SPTF et la Fondation Grameen ont collaboré à une étude visant à tester un outil d'enquête conçu pour mesurer la nature et la prévalence des abus financiers parmi les clients de la microfinance au Bénin.

Download (1.1 MiB)

Publications

Collection of Resources for Outcomes Data Management in relation to the SDGs

Main publications and tools by Cerise+SPTF, its partners, and other stakeholders, on client-level data management and outcomes measurement, in relation to the Sustainable Development Goals.