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Recursos

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Guidelines

FINCA protects with HR policies

Examples from FINCA Peru's HR policies that show how staff rights and wellbeing are incorporated in policy.

Case studies & Field examples

FUNDESER strenghtens HR policies

Example illustrating how FUNDESER uses HR policies to highlight and prioritize staff-client relationships and staff well-being and development.

Case studies & Field examples

KASHF Foundation Sets Social Performance Indicators as KPIs for Its Chief Operating Officer

Description of the social performance KPIs that KASHF Foundation set for its COO and how they did it.

Case studies & Field examples

NWTF Orients the Board on SPM

Description of how NWTF orients its board to its SPM responsibilities and social performance targets.

Case studies & Field examples

Khushhali Bank Microfinance LTD (Pakistan) Provides Board with SPM Orientation and TOR

Very brief explanation of Khushhali Bank's approach to orienting its board to its SPM responsibilities through a TOR.

Case studies & Field examples

S猫vis Finansye Fonkoze SPM Commitee Charter

Example of an SPM Committee Charter with roles and responsibilities from Fonkoze in Haiti.

Tools & Templates

Suggested talking points on the benefits of SPM

Learn how to speak about the benefits of Social Performance Management

Guidelines

MFR Impact Assessment Methodology

Details the MFR impact assessment methodology which aligns with the universal outcomes indicators and SDGs as developed by the SPTF.

Case studies & Field examples

Outcomes Data Collection: The experience of Cashpor Micro Credit India

CASHPOR MicroCredit India shares its experience with collecting and analyzing outcomes data during a Nov 2015 Outcomes Working Group session.

Publications

Outcomes Plenary Session Notes: Exploring the connection between SEPM and client outcomes

Session notes from the 2022 Cerise+SPTF annual meeting featuring speakers from BBVA Microfinance Foundation, Cerise, 60 Decibels and Microfinanzas Rating discussing key outcomes debate questions based on evidence from the industry.