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Gu铆a de GDSA
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Recursos
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.
Guidelines
The Drivers for Better Outcomes: How Social and Environmental Performance Management practices can be most closely linked to better customer outcomes.
Powerpoint presentation at the 2022 European Microfinance Week featuring insights from Cerise, 60 Decibels and Oikocredit regarding aligning outcomes indicators with practices and the SDGs.
Case studies & Field examples
G茅nesis Empresarial Implements Outcomes Management by Client Segment
This brief summarizes Fundaci贸n G茅nesis Empresarial's experience developing a client outcomes management system by client segment as presented during the SPTF Outcomes Working Group meeting 17 Jan 2018.
Publications
Argumentos a favor de la gesti贸n de resultados para los proveedores de servicios financieros
Este recurso expone los argumentos a favor de la gesti贸n de resultados por parte de los proveedores de servicios financieros (PSF). 驴Por qu茅 es esencial la gesti贸n de resultados para cualquier instituci贸n con una misi贸n social? M谩s concretamente, 驴c贸mo puede un PSF utilizar los datos sobre resultados a nivel de cliente para tomar decisiones que refuercen su rendimiento, tanto financiero como social? Comprender esto puede ayudar a la instituci贸n a conseguir la aceptaci贸n de la organizaci贸n y fomentar la acci贸n del consejo de administraci贸n y la direcci贸n.
Guidelines
Guidelines on Outcomes Management for Financial Service Providers
Following on from the brief Making the Case for Outcomes Management to Financial Service Providers, which presented the "why" and the "what for" of outcomes management, these guidelines set out the "how": how to do outcomes management in a practical, credible, "reasonable cost" way. The guidance is founded on lessons learned from a number of financial service providers (FSPs) and other stakeholders who have experience with outcomes data collection, analysis, and reporting. The information presented here draws on best practice so far, with a focus on identifying what is necessary and useful, as well as the pitfalls to avoid.
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