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

Guide/Manual

Manuel des Normes Universelles - Février 2022

La description complète des Normes Universelles de Gestion de la Performance Sociale et Environnementale. Version de février 2022.

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Guide/Manual

Manual de los Estándares Universales - Febrero 2022

Manual completo de los Estándares Universales para el Desempeño Social y Ambiental.

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Guide/Manual

Universal Standards Manual in English - February 2022

The complete manual of the Universal Standards for Social and Environmental Performance Management, as of February 2022.

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Guide/Manual

Universal Standards Manual in Arabic - February 2022

الدليل الكامل للمعايير العالمية لإدارة الأداء الاجتماعي والبيئي ، اعتبارًا من فبراير 2022.

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Guide/Manual

Manuel des Normes de Protection des Clients en français - Octobre 2024

La description complète des Normes de Protection des Clients, version d'octobre 2024.

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Guide/Manual

Client Protection Standards Manual in English - October 2024

The complete manual of the Client Protection Standards as of October 2024.

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Guide/Manual

دليل معايير حماية العملاء باللغة العربية - أكتوبر 2024.

الدليل الكامل لمعايير حماية العملاء اعتبارًا من أكتوبر 2024.

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Guide/Manual

Manual de los Estándares de Protección al Cliente en español - Octubre 2024

Manual completo de los Estándares de Protección al Client, versión de octubre de 2024.

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Tools & Templates

Action planning - Impact Effort Matrix

This excel tool is for users who completed an SPI or 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:

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

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Publications

Doing Good and Avoiding Harm

Research on Correlations between Social Performance Management Practices and Customer Outcomes in Inclusive Finance.

Cerise+SPTF’s latest research dives into how Social Performance Management (SPM) practices impact customer outcomes in inclusive finance. Led by Amelia Greenberg from Cerise+SPTF and Alasdair Lindsay-Walters from MFR, the study highlights that strong SPM practices—such as transparent communication and manageable loan sizes are correlated with positive customer outcomes. Contrarily, high annual percentage rates (APRs) and weak customer protection are correlated with linked to poorer outcomes. This research underscores the importance of adopting robust SPM practices to promote customer benefit while protecting them from harm.

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