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La Guía para la Gestión del Desempeño Social y Ambiental

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Case studies & Field examples

Génesis Empresarial Implements Outcomes Management by Client Segment

This brief summarizes Fundación Génesis Empresarial's experience developing a client outcomes management system by client segment as presented during the SPTF Outcomes Working Group meeting 17 Jan 2018.

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.