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La Guía para la Gestión del Desempeño Social y Ambiental

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Recursos

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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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Tools & Templates

Agri CP Assessment - Interviews

This document suggests interviewees, interview questions, and data to collect for a Client Protection assessment using the Agri CP Tool.

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Guide/Manual

Agri CP Tool - Guidance

This guidance presents the method recommended by Cerise+SPTF for applying the Agri CP Tool.

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Tools & Templates

Agri CP Tool - Report Template

The Agri CP Tool Audit Narrative Report Template (in English) is used by Agri CP auditors to complement the audit scoring by providing a qualitative, evidence-based explanation of an agri organization's performance against the Client Protection Standards in the agricultural sector. It captures context, justifies scores, and highlights strengths, gaps, risks, and good practices—going beyond scores to support credible validation, learning, and continuous improvement.

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Tools & Templates

Agri CP Assessment -Exit Meeting Template

Present preliminary findings of the Agri CP assessment in an exit meeting with the top management. Feel free to adjust this presentation template.

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Tools & Templates

Agri CP Assessment - Opening Meeting Template

Launch the Agri CP assessment with an opening meeting. Feel free to adjust this presentation template.

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Tools & Templates

Agri CP Assessment - Checklist Documents

The checkist details the documents you need to consult for a Client Protection assessment with the Agri CP Tool, by order of priority.

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Tools & Templates

Agri Action Planning - Impact Effort Matrix

This excel tool is for users who completed an RAI or Agri CP audit, and are now at the stage of developing the action plan. It supports prioritizing the improvements needed, identifying quick wins and drafting the action plan.

The tool is structured under the following sub-tools:

1. Impact Effort Matrix
2. Priorities Matrix
3. Challenges (where the action plan team can document potential challenges and follow-up their resolution)

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