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Tools & Templates

Chamroeun Staff Covid-19 Impact Survey Report 2021

Survey used by Chamroeun to under the impact COVID-19 was having on its staff.

Guidelines

EU Taxonomy

The EU Taxonomy establishes the technical screening criteria for determining the conditions under which an economic activity qualifies as contributing substantially to climate change mitigation or climate change adaptation and for determining whether that economic activity causes no significant harm to any of the other environmental objectives.

Guidelines

Green Inclusive Finance: A Framework for Understanding How Financial Services Can Help Low-Income and Vulnerable People Respond to Climate Change

This publication identifies the different financial products and services that can help mitigate adverse impacts on the environment, strengthen resilience against climate-related shocks, and support adaptation to climate change and transition to new livelihoods. It reviews their effectiveness in reaching these objectives, using key results from different impact studies.

Case studies & Field examples

Example Complaint Trends and Operational or Product Improvements to Adress Complaints

Provides examples of common complaints and possible product or service improvements to address them.

Case studies & Field examples

Examples of Discriminatory Policies and Staff Behaviors

Provides examples of discriminatory behavior by staff toward clients.

Case studies & Field examples

Communicating the Code of Conduct

Provides an example of how Compartamos Bank communicates the code of conduct to staff and clients.

Case studies & Field examples

Conditions that Create a Heightened Risk of Over-Indebtedness

Field example defines overindebtedness as a situation in which a client has to make sacrifices in order to pay his/her debt rather than an absolute state and provides examples of the types of market conditions that create a greater risk of overindebtedness.

Case studies & Field examples

Friendship Bridge (Guatemala) Client Segmentation by Poverty Profile

Description of Friendship Bridge (Guatemala)'s segmentation of its client by poverty level.

Case studies & Field examples

MicroLoan Foundation (Malawi) Uses a Data Protocol

Description of the training and data protocols used by MicroLoan Foundation to ensure high quality, accurate data is collected related to client outcomes.

Guidelines

Make Your Targets S.M.A.R.T

Table summarizing the meaning of the SMART acronym and how to use it to set better social goals and targets.