Recursos

This manual offers practical, detailed, step-by-step guidance to interested and committed organizations willing to invest staff time and a moderate amount of financial
resources to gain a deeper understanding of their programs. It offerspractice tools for mid-range impact assessment including: • Detailed guidance—written by and for practitioners—for planning and implementing impact assessments and for analyzing all data generated; • A coherent set of quantitative and qualitative tools that address the most common hypotheses that undergird microfinance programs; • Clear explanations of indicators and measures used, along with supplementary discussions of additional sets of potential interest to individual users, and • Methods that provide information on impact and client satisfaction and that result in specific feedback for program improvement.

Example of an SPM dashboard used by KASHF Foundation

These guidelines for integrating outcomes measurement, analysis, and reporting into the operations of microfinance investors, asset managers, and other funders (hereinafter "guidelines") are the result of the work of the e-MFP Social Performance Outcomes Action Group, a collaborative effort of a group of responsible investors and other stakeholders that was created as a result of a partnership between the Social Performance Task Force (SPTF) and the European Microfinance Platform (e-MFP). The work on the guidelines has been coordinated by the SPTF Outcomes Working Group in parallel with the development of three resources for financial service providers (FSPs): 1) a "making the case" brief that describes how outcomes data are useful and even essential to an FSP's financial and social performance; 2) "how-to" guidelines for FSPs that describe ten steps for implementing strong outcomes management; and 3) a harmonized menu of key outcome indicators.