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SEPM Guide

SEPM Guide Online

Discover our Guide for Social and Environmental Performance Management

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SEPM Guides to download

Resources

79 entries were found.

Tools & Templates

Cuestionario estándar de medición de resultados

Elaborado por el grupo de trabajo Sustainable Outcomes Management (SOM), el Cuestionario estándar de medición de resultados ofrece a las instituciones financieras y otras partes interesadas una herramienta práctica para recopilar datos sobre los resultados de los clientes de manera coherente y estructurada.

Actualizada en septiembre de 2026, esta segunda versión se basa en pruebas de campo, seminarios web, intercambios colaborativos y enfoques existentes de medición de resultados. Su objetivo es facilitar la medición y gestión de resultados, ayudando a las instituciones financieras a comprender mejor los cambios en la vida de sus clientes.

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Tools & Templates

Questionnaire standard de mesure des résultats

Élaboré par le groupe de travail Sustainable Outcomes Management (SOM), le Questionnaire standard de mesure des résultats propose aux prestataires de services financiers et aux autres parties prenantes un outil pratique pour collecter les données sur les résultats auprès des clients de manière cohérente et structurée.

Mise à jour en septembre 2026, cette deuxième version s'appuie sur des tests de terrain, des webinaires, des échanges collaboratifs et des approches existantes de mesure des résultats. Elle vise à faciliter la mesure et la gestion des résultats afin de mieux comprendre les changements dans la vie des clients.

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Tools & Templates

Standard Outcomes Questionnaire

Developed by the Sustainable Outcomes Management (SOM) Working Group, the Standard Outcomes Questionnaire provides financial service providers and other stakeholders with a practical tool for collecting client outcomes data in a consistent and structured way.

Updated in September 2026, this second version builds on field testing, webinars, collaborative discussions, and existing approaches to outcomes measurement. It aims to support effective outcomes measurement and management, helping financial service providers better understand changes in their clients' lives.

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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.

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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.

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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.