Guía en línea
Guía de GDSA
Descubra nuestra Guía para la Gestión del Desempeño Social y Ambiental
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Recursos
Guidelines
How to Design a Complaints Mechanism
“Smart Microinsurance” is designed specifically for microfinance institutions (MFIs) that serve as intermediaries, offering microinsurance products provided by an external insurance company. While these guidelines are directed toward MFIs, they are general enough to apply to all types of microinsurance companies and intermediaries that deal directly with clients. However, these other providers may require additional client protection practices beyond the scope of this tool. Section 1 provides a list of the Social Performance Indicators for Microinsurance. Section 2 provides guidelines for microinsurance product design and for partnering with insurers and other service providers. Section 3 outlines key client protection guidelines for the following phases of the microinsurance process: I. Introducing the Client to Microinsurance, II. Collecting and Protecting Client Information, III. Activating the Insurance Policy, IV. Collecting Premiums & Ongoing Customer Service, V. Responding to Claims.
Tools & Templates
RICHES Toolkit, Phase 1: Social Performance Management Guide
Improve social performance management towards a stronger, Do No Harm approach. Through the use of this guide, WEE Actor management-level staff will have:
• Identified areas of performance improvement which demonstrate intent, commitment, and processes for mitigating the risks of potential unintended consequences of WEE programming.
• Have accessed validated survey questions that can be added to participant satisfaction, exit, or outcomes surveys to measure and monitor whether a participant is resorting to harmful coping mechanisms or experiencing the unintended consequences of WEE programming.
• Considered safeguarding and gender policy and code of conduct language that can be adopted or adapted to demonstrate organizational intent to do no harm and commitment to gender equity and equality.
Publications
Satya Microcapital Financial Inclusion Impact Performance Report
This initial report by 60 Decibels shows Satya MicroCapital’s performance across the five dimensions of financial inclusion: access, business impact, household impact, financial management, and resilience. It also includes additional insights on client satisfaction, loan usage and challenges.
Tools & Templates
Satya Microcapital Social Performance Management Policy
Social strategy and SPM policy in which Satya Microcapital sets out its social goals and plans to achieve them.
Guidelines
Auditoría SPI - Consejos para resultados de calidad
Consulte este documento para entender cómo garantizar un análisis objetivo y útil.
Tools & Templates
Auditoría SPI - Lista de control de documentos y entrevistas
La lista de control presenta los principales documentos que pueden consultarse durante la evaluación, así como las entrevistas a realizar, los datos del SIG a consultar.
Guidelines
Auditoría SPI - Guía para entrevistas grupales (en inglès)
Guía para realizar entrevistas grupales a empleados y clientes.
Guide/Manual
Auditoría SPI - Glosario
Definiciones de uso común.
Guidelines
Auditoría SPI - Guía para entrevistas (en inglès)
Use esta lista de preguntas como guía para preparar las entrevistas para la auditoria SPI.
Tools & Templates
Plan de acción después de la auditoría SPI
El objetivo final de una auditoria SPI es mejorar las prácticas. Al final de la auditoria, es importante desarrollar un plan de acción que priorice una seria de recomendaciones. Aquí tiene una plantilla para hacer un plan de acción.
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