Recursos - SPI Online

Guía en línea

Guía GDSA en línea

La Guía para la Gestión del Desempeño Social y Ambiental

Guía GDSA completa

Descargar la Guía GDSA

La Guía GDSA está disponible en varios idiomas y versiones específicas

Guías GDSA para descargar

Recursos

607 resultados

Tools & Templates

Modelo de lista de exclusión ambiental

Anexo A del modelo de Política Ambiental para una institución financiera

Un modelo en español que combina un marco general y un ejemplo contextualizado en función de una institución financiera, con el fin de especificar claramente las actividades que la institución no financiará. El objetivo de la lista de exclusión es reducir los riesgos ambientales teniendo en cuenta las realidades de los clientes de la institución, y se aplica directamente en la política crediticia de la institución.

Descargar (430.1 KiB)

Tools & Templates

Environmental Policy Templates

Practical templates in English, French, and Spanish, for financial institutions to manage environmental risks, improve environmental performance, and strengthen client resilience.

Case studies & Field examples Vidéo

Nordic Microfinance Initiative's Board Participation in Svasti

Nordic Microfinance Initiative's (NMI) board representative to Svasti explains NMI's approach to agreeing to and monitoring social goals and strategy. Example of active board engagement in social performance management and social strategy.

Guide/Manual

Manuel des Normes relatives aux Services Financiers Numériques - Octobre 2024

Le manuel complet des normes pour une offre responsable de services financiers numériques, version d'octobre 2024.

Descargar (2.6 MiB)

Tools & Templates

SPI Audit Action Plan Template

The ultimate goal of an SPI audit is to improve practices. At the end of the audit, we strongly encourage providers to develop an action plan that prioritizes a realistic number of areas of improvement. See the action plan template.

Descargar (13.1 KiB)

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

FINCA Mission Monitor Training Manual

This manual, developed by FINCA in 2019, is intended for research teams, surveyors, and staff from financial institutions implementing the Mission Monitor. It provides practical steps to prepare, customize, digitize, translate, and test surveys, as well as to recruit and train field teams, conduct data collection, and produce reports. Although originally created within FINCA’s program framework, it remains a useful reference for institutions interested in applying social impact surveys in a structured and consistent manner.

Descargar (1.1 MiB)

Tools & Templates

Client Protection Questions for Clients

Although the Smart Campaign is no longer active, this resource remains valuable for financial service providers seeking to strengthen client protection practices. Developed by the Client Voice Task Force, it presents a list of questions designed to capture clients’ perspectives on key issues such as transparency, over-indebtedness, appropriate product design, and responsible pricing. The tool is intended to serve as input for institutions creating instruments for primary data collection that incorporate the client voice. While not exhaustive, it provides a simple and adaptable framework that can be customized for different contexts and surveys.

Descargar (168.8 KiB)

Case studies & Field examples

Al Majmoua encuestas de satisfacción del cliente y encuestas de salida del cliente

Este estudio de caso describe cómo la ONG libanesa Al Majmoua ha diseñado, implementado y perfeccionado sus encuestas para medir la satisfacción de sus clientes y las razones de salida de los mismos. Incluye tanto experiencias cualitativas como cuantitativas, recomendaciones para mejorar la efectividad de las encuestas y lecciones prácticas relacionadas con la gestión del desempeño social en microfinanzas. Este recurso puede ser utilizado libremente por instituciones, organizaciones o terceros interesados en adaptar estas metodologías a su propio contexto y mejorar la atención y retención de sus clientes.

Descargar (976.7 KiB)

Tools & Templates

SEF Client Satisfaction Survey

This survey was adapted from an internal client satisfaction tool originally used by SEF. It has been revised to serve as a universal reference for financial service providers seeking to measure client satisfaction, improve product design, and strengthen transparency and customer care. The questions are flexible and can be adjusted to different institutional contexts, data collection methods, or target audiences.

Descargar (143.6 KiB)