This briefing offers guidance on how to ensure that social performance is included in strategic planning processes, as well as how to address three key challenges: clarifying long-term social goals, specifying short-term social objectives, and underpinning its social intentions with appropriate measurement systems.
Guidelines on Outcomes Management for Financial Service Providers
Following on from the brief Making the Case for Outcomes Management to Financial Service Providers, which presented the "why" and the "what for" of outcomes management, these guidelines set out the "how": how to do outcomes management in a practical, credible, "reasonable cost" way. The guidance is founded on lessons learned from a number of financial service providers (FSPs) and other stakeholders who have experience with outcomes data collection, analysis, and reporting. The information presented here draws on best practice so far, with a focus on identifying what is necessary and useful, as well as the pitfalls to avoid.
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.
Génesis Empresarial Implements Outcomes Management by Client Segment
This brief summarizes Fundación Génesis Empresarial's experience developing a client outcomes management system by client segment as presented during the SPTF Outcomes Working Group meeting 17 Jan 2018.