Recursos

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Recursos

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Case studies & Field examples

Caso de estudio IDEPRO: un sistema integral de evaluación de impacto

Este caso detalla el camino de IDEPRO Desarrollo Empresarial (Bolivia) para desarrollar un sistema de evaluación de resultados e impacto. La experiencia de IDEPRO demuestra dos puntos críticos y relacionados. En primer lugar, la medición real de los resultados es esencial para determinar si una organización está logrando su misión social. En segundo lugar, el uso estratégico de los datos de resultados puede ayudar a una organización a avanzar en esa misión, al generar información valiosa en áreas como la gestión de riesgos, la retención de clientes y el diseño de productos. En última instancia, los buenos datos no solo miden los resultados, sino que ayudan a darles forma. La implementación de un sistema de monitoreo de resultados es una inversión cuyos beneficios, tanto para los clientes como para la institución, superan significativamente los costos.

Guide/Manual

Guía para la incorporacion del enfoque de género en las propuestas institutionales de las asociadas de Copeme

El documento incluye un marco conceptual y aplicaciones prácticas del concepto de género en el sector MYPE. También destaca el contexto en que funcionan las organizaciones y las capacidades institucionales que nos permitirán la transversalización del género en una organización. Adicionalmente la Guía cuenta con instrucciones y herramientas para cada con una de las partes a manera de Anexos; son un total de 19 herramientas que contribuyen a operativizar y concretizar el enfoque en las instituciones.

Guide/Manual

Finance for All: A Practical Guide to Disability Inclusion for Financial Services Providers in Cambodia

This manual provides guidance for financial services providers to make their products and services accessible for all clients, including those with disabilities. It draws from Good Return's and Chamroeun Microfinance's experience implementing a project to provide responsible, inclusive microfinance for people with disabilities in Cambodia, as well as national and international standards and guidelines. While it provides some information specific to Cambodia, it is designed to be relevant to financial services providers in any country, at any stage on their disability inclusion journey.

The manual initially outlines the case for financial inclusion of people with disabilities, the barriers they face to access financial services, and the importance of an ecosystem approach to overcome these. It then provides specific guidance for implementations by financial services providers, including a three-step process for disability inclusion; considerations for inclusion at each stage of the customer lifecycle; and toolkits for physical accessibility, digital accessibility, inclusive communication and accessible information.

Case studies & Field examples

Association Base Fandima Develops a Flexible Group Lending Methodology

Brief example of how Association Base Fandima used social audit findings that it was not reaching its target clients to adapt its group lending methodology to increase accessibility to these potential clients.

Guidelines

South African Green Finance Taxonomy

The South African Green Finance Taxonomy specifies the sectors and activities that are recognised as "green" and provides screening criteria used to determine whether an economic activity provides a substantial contribution to climate change adaptation.

Case studies & Field examples

Case Study: Fundación Espoir Bringing ‘Espoir’ (hope) to Ecuadorian Women Microentrepreneurs During COVID-19

This case study details the outcomes of gender-focused COVID-19 market research and an internal gender assessment carried out by Value for Women with Fundación Espoir in Ecuador.

Case studies & Field examples

Case study of KOMIDA: A Journey to Implement the Universal Standards for Social Performance Management

This case study describes Koperasi Mitra Dhuafa’s (KOMIDA) journey to improve its implementation of the Universal Standards for Social Performance Management (“Universal Standards”).

Case studies & Field examples

Building the System for Outcomes Management--Case Study from Komida as presented to Outcomes Working Group

Details Komida's process for choosing outcomes indicators to manage, deciding how to collect the data and how to manage the data. Presented to the Outcomes Working Group in 2016.

Case studies & Field examples

Building Institutional Culture Around a Code of Ethics at Compartamos ARABIC كومبارتاموس: بناء ثقافةمؤسسية حول الميثاقالأخلاقي

Case describing system of training and staff mentoring that seek to ensure alignment and adherence to code of ethics among Compartamos staff even in the face of rapid growth.

Case studies & Field examples

Building Institutional Culture Around a Code of Ethics at Compartamos

Case describing system of training and staff mentoring that seek to ensure alignment and adherence to code of ethics among Compartamos staff even in the face of rapid growth.