Guía en línea
Guía de GDSA
Descubra nuestra Guía para la Gestión del Desempeño Social y Ambiental
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Recursos
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.
Tools & Templates
Risques environnementaux et sociaux par secteur d’activité fiches sectorielles
Le site web FIRST for Sustainability propose une série de fiches sectorielles qui identifient le niveau de risques environnementaux et sociaux pour 28 secteurs clés.
Tools & Templates
Social and Environmental Management Guidance for Micro Finance Institutions - Part B. Field Guide
This practical guide published by FMO includes sector factsheets to help MFI staff identify the main social and environmental risks of 24 key sectors (eg. agriculture, fishing, restaurant, transport, handicrafts, etc.). Each factsheet also offers areas for improvement to suggest to clients.
Case studies & Field examples
Caja Morelia Valladolid Protects Client Data
Describes the system upgrades performed by Caja Morelia to increase data security and protect client data and privacy. Is drawn from a more in-depth case "Customized IT at Caja Morelia Safeguards Client Data".
Case studies & Field examples
Tameer Bank Creates a Client Complaints Mechanism
Describes how Tameer Bank set up its Customer Service Unit to respond to client questions and complaints during a deliquency crisis.
Training sessions & Material
Financial Education Trainer's Guide Financial Education for the enabling APR/EIR Program--MFTransparency
These financial education learning sessions were developed as a key activity for MicroFinance Transparency’s project called enabling Africa to Price Responsibly and Educate on Interest Rates (enabling APR/EIR Program). The goal of the Trainer’s Guide is to provide face-to-face learning sessions that allow any organization or institution – a financial institution, community-based organization, government institution, non-profit or non-governmental organization – to educate borrowers and potential borrowers about interest rates. It is especially geared towards contexts found in Africa.
Training sessions & Material
Financial Education Trainer's Guide Kit of Images--MFT Transparency
These images accompany the English version of the MFTransparency FINANCIAL EDUCATION TRAINER’S GUIDE Financial Education for the enabling APR/EIR Program--MFTransparency.
Case studies & Field examples
How Unauthorized Data Sharing Can Hurt Your Institution
Fictionalized story based on real events in India that demonstrate the risks of using client data and images without consent
Case studies & Field examples
Advertise Questions and Complaints
Example of a poster made by Attawfiq Micro-Finance (Morocco) to inform clients about how to make their complaints.
Guidelines
Using Global Data to Calculate Market Potential
Explains a method for using Global Findex data to estimate the market size.