Client Voices Synthesis Report: Flexibility, Empathy, and Knowledge: What Clients Want From Microfinance in Benin, Pakistan, Peru, And Georgia
This synthesis report presents the voices of low-income individuals who shared with Smart Campaign their opinions, hopes, and struggles.
Case studies & Field examples
Collection Journey at the Agricultural Bank of Egypt
This case study explains how the Agricultural Bank of Egypt developped a successful strategy to manage their collection process effectively and in a fair and responsible manner. It outlines the challenges they had identified, their approach, the process to create a specialised department, and the outcomes of their journey.
Guide/Manual
Gu铆a para completar la informaci贸n de la organizaci贸n (Org Info)
La parte de informaci贸n de la organizaci贸n ("Org Info") del cuestionario en las herramientas de evaluaci贸n de SPI Online contiene los datos financieros y los detalles demogr谩ficos del proveedor de servicios financieros. Estos son importantes para generar un panel social que contenga un resumen s贸lido de la informaci贸n social y financiera primaria sobre la organizaci贸n en un informe conciso.Esta gu铆a est谩 disponible s贸lo en ingl茅s por ahora y ser谩 traducida al espa帽ol en los pr贸ximos meses.
Parte de una serie animada de videos producidos por el Programa de las Naciones Unidas para el Medio Ambiente (PNUMA), en el marco del proyecto Microfinanzas para la Adaptaci贸n basada en Ecosistemas (MEbA*). Su objetivo es sensibilizar a la poblaci贸n rural sobre soluciones pr谩cticas de adaptaci贸n al cambio clim谩tico y producci贸n agropecuaria sostenible. Las soluciones buscan, adem谩s, mejorar la relaci贸n del sector agropecuario de peque帽a escala con los ecosistemas, promoviendo su conservaci贸n y aprovechamiento sostenible desde hoy y hacia el futuro.
Trato responsable a los clientes: Ejerciendo la no discriminaci贸n
Esta herramienta proporciona a los proveedores con una idea de la diferencia entre la orientaci贸n del cliente y la discriminaci贸n perjudicial e ilumina ejemplos de las formas m谩s comunes de discriminaci贸n. Adem谩s, la herramienta proporciona a los proveedores de servicios financieros, con siete pasos de acci贸n para corregir y prevenir la discriminaci贸n.
Guide/Manual
KoboToolbox Guide
KoboToolbox is a free platform for field data collection in challenging environments that works both online and offline through mobile devices and web browsers. This guide helps you get started with the tool.
Training sessions & Material
Presentation template for a data quality workshop
A template (PowerPoint) for trainers and consultants to organize a workshop, online or in-person, on environmental and social data management. This tool is in English.
Guidelines
M茅thodologie pour d茅finir un cadre de mesure des r茅sultats
Une note synth茅tique en diaporama (PowerPoint), pour pr茅senter une m茅thodologie pour d茅finir un cadre de mesure des r茅sultats. Cet outil est en fran莽ais.
Tools & Templates
A sample template for a social impact report
This PowerPoint example can help you build your organization's social impact report. This tool is in English.
Vid茅o
Education Video on Measuring and Managing Impact
Measuring performance and impact is key to implement, manage and fund social enterprises or microfinance institutions. It also allows to mobilize and align finance to the SDGs, and to include positive and negative impact considerations into investment and business decisions. In 2020, CERISE worked with students from Sciences Po Paris, as part of a working group on Measuring and Managing Impact, in partnership with the Grameen Cr茅dit Agricole Foundation. The students produced a short educational and dynamic video to explain the concepts of impact and the existing approaches, to help navigating the world of results measurement.
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