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Case studies & Field examples

Sample Loan Officer SPM Evaluation Criteria Table

Examples of typical social performance management-related responsibilities and sample criteria that can be used to evaluate performance.

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Publications

COVID-19 Client Interview Tool Data Insights and Recommendations for Funders, FSPs, and Regulators

Summarizes the findings of the surveys conducted with SPTF's COVID-19 interview tool along with the recommendations that came out of the roundtable discussion.

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Publications

CGAP Occasional Paper 1 Las Tasas de Inter茅s de los Microcr茅ditos

Este documento proporciona orientaci贸n t茅cnica sobre c贸mo establecer una tasa de inter茅s sostenible, calcular la tasa de inter茅s efectiva y la transparencia de precios.

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Publications

Assessing Responsible Pricing for Inclusive Finance Providers

This paper analyzes the validity and usefulness of the 2016 responsibility pricing analysis model and recommends some adjustments.

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Case studies & Field examples

Over-indebtedness Case Study: Bangladesh

Brief summary of the experience of the 4 largest microfinance providers in Bangladesh each individually taking action to limit growth. Though they couldn't agree on collective action, their individual actions helped avert an over-indebtedness crisis in 2008.

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Guidelines

Detecting and Monitoring Over-indebtedness Risk in the Market

Lists signs and indicators to look for to identify if there is over-indebtedness in your portfolio or market.

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Case studies & Field examples

KASHF Foundation Monitors Risk Using Client Interviews

KASHF Foundation interivews a sample of clients to help monitor risks.

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Case studies & Field examples

MicroLoan Foundation Responds to Missed Outreach Targets by Reducing Barriers

Provides an example of how MicroLoan Foundation used information that it wasn't reaching its target clients to adjust product design and staff training.

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Case studies & Field examples

Examples of Social Targets for Senior Managers

Sample social targets that providers might set for their senior managers.

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Case studies & Field examples

IDEPRO (Bolivia) Takes Corrective Action and Launches PRO-CADENAS

Describes a case in which IDEPRO used social performance data to identify unmet needs and build and monitor a new program to respond to those needs.

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