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SEPM Guide

SEPM Guide Online

Discover our Guide for Social and Environmental Performance Management

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Resources

70 entries were found.

Publications

Argumentos a favor de la gestión de resultados para los proveedores de servicios financieros

Este recurso expone los argumentos a favor de la gestión de resultados por parte de los proveedores de servicios financieros (PSF). ¿Por qué es esencial la gestión de resultados para cualquier institución con una misión social? Más concretamente, ¿cómo puede un PSF utilizar los datos sobre resultados a nivel de cliente para tomar decisiones que refuercen su rendimiento, tanto financiero como social? Comprender esto puede ayudar a la institución a conseguir la aceptación de la organización y fomentar la acción del consejo de administración y la dirección.

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Publications

Faire valoir l'intérêt de la gestion par les résultats auprès des prestataires de services financiers

Cette ressource présente les argument en faveur de la gestion des résultats par les prestataires de services financiers (PSF). Pourquoi la gestion des résultats est-elle essentielle pour toute institution ayant une mission sociale ? Plus précisément, comment un PSF peut-il utiliser les données relatives de résultats au niveau des clients pour prendre des décisions qui renforcent ses performances, tant sur le plan financier que social ? Comprendre cela peut aider l'institution à obtenir l'adhésion de l'organisation et à encourager le conseil d'administration et la direction à agir.

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Publications

Making the Case for Outcomes Management to Financial Service Providers

This brief demonstrates the why and what for of outcomes management by financial service providers (FSPs). Why is outcomes management essential for any FSP with a social mission? Specifically, how can an FSP use client outcomes data to make decisions that strengthen the FSP’s performance, both financially and socially? Understanding this will help an FSP to achieve buy-in within the organisation and encourage the board and senior management to take action.

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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

Educating Clients About Client Protection: A Guide for Financial Service Providers

This educational tool is based on the 6 Client Protection Principles from the Smart Campaign, which is now outdated. The current standard includes 8 Client Protection Standards. However, the guide remains a useful resource for financial service providers to educate clients on how to protect themselves, make informed decisions, and understand their rights and responsibilities. It includes scripts for staff, a detailed responsibilities table, and materials that can be used in training or as visual aids for clients.

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Vidéo

Outcomes Management & the Voices of Customers in Financial Inclusion: The Experience of Alterfin with Voices That Count.

In the frame of the Sustainable Outcomes Management Project led by Cerise+SPTF, this webinar was dedicated to share the innovative experience of Alterfin, with the assistance of Voices That Count, using SenseMaker, a narrative-based method to collect outcome data starting from customer's stories.

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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Guide/Manual

Bringing the Theory of Change into the Business Strategy for Value Creation

This report explores how investors can transform theories of change and outcomes management into actionable tools—fostering collaboration with financial institutions of all types and cultivating a culture where outcomes data drives decision-making.

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Publications

Collection of Resources for Outcomes Management & the SDGs Contribution

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.

Guidelines

MetODD-SDG, a curated list of indicators to measure achievement of the SDGs

Covering 73 Targets and 16 Sustainable Development Goals (SDGs), for which economic players are relevant, MetODD-SDG enables organizations to identify indicators to measure the achievement of their social objectives by linking them to the SDG Targets.