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Vid茅o

The Universal Standards Introduction Video (2015)

This video was developed in 2015 to present the Universal Standards for Social and Environmental Performance Management. Since then, the Universal Standards have been updated and the SPTF website has changed to the new Cerise+SPTF joint venture. But this video is still relevant to explain the core notions of social and environmental performance management.

Learning Series

SPM Essentials: Help Your Employees Adapt to Digital Transformation Presentation

Presentation accompanying a webinar jointly organized by SPTF and the ILO, speakers from Wing (Cambodia), and FINCA DRC addressed how to manage human resources responsibly during digital transformation, how to motivate and support employees for success when their job roles and responsibilities are shifting, and how HR structure and management is different in a digitalized FSP versus a traditional financial institution.

Learning Series

SPM Essentials: Listening to Employees as a Business Strategy Brief

Employee satisfaction and feedback are an often-overlooked asset for your business. Employees know the most about your customers and can be a wealth of ideas for improving your operations and human resource development. Are you making the most of their feedback? This brief summarizes the webinar that explores these questions with speakers from Fundaci贸n Paraguaya, Crystal (Georgia), and VisionFund Mexico.

Learning Series

SPM Essentials: Listening to Employees as a Business Strategy Presentation

Employee satisfaction and feedback are an often-overlooked asset for your business. Employees know the most about your customers and can be a wealth of ideas for improving your operations and human resource development. Are you making the most of their feedback? This presentation accompanies the webinar that explores these questions with speakers from Fundaci贸n Paraguaya, Crystal (Georgia), and VisionFund Mexico.

Learning Series

SPM Essentials: Using Client Feedback to Inform Product Design Presentation

Presentations used in a webinar on Dimension 3 of the Universal Standards, Client-centric Products and Services, and in particular on using client feedback to inform product design. Representatives from Entrepreneurs du Monde and its partner Anh Chi Em (ACE), located in Vietnam, discuss a recent client satisfaction survey that ACE implemented and how they are applying survey results to future product decisions. Representatives from the Terwilliger Center of Habitat for Humanity International and from Negros Women for Tomorrow Foundation (NWTF), located in the Philippines, share lessons learned from their work to develop a new housing product, focusing in particular on the product design phase.

Learning Series

SPM Essentials: Using Client Feedback to Inform Product Design Brief

This brief summarizes a webinar on Dimension 3 of the Universal Standards, Client-centric Products and Services, and in particular on using client feedback to inform product design. Representatives from Entrepreneurs du Monde and its partner Anh Chi Em (ACE), located in Vietnam, discuss a recent client satisfaction survey that ACE implemented and how they are applying survey results to future product decisions. Representatives from the Terwilliger Center of Habitat for Humanity International and from Negros Women for Tomorrow Foundation (NWTF), located in the Philippines, share lessons learned from their work to develop a new housing product, focusing in particular on the product design phase.

Learning Series

SPM Essentials: Use what you have: Discovering client insights in your existing data Brief

This brief summarzes the key points from a webinar discussing how to use your existing client data to reveal actionable insights. Specifically, in analyzing financial behavior by client segment, you can uncover trends in product uptake and use by your clients and use that information to improve performance. The speakers are Mariano Frontera, Director Ejecutivo of Fundaci贸n Dominicana de Desarrollo, and Jacobo Menjovsky, independent data analyst.

Learning Series

SPM Essentials: Responsible Use of Profits Presentation

This presentation accompanies in which speakers from AMK (Cambodia) and GM Bank (Philippines) share the specific ways in which they integrate client-centric decisions into their budget and business plans, and how they engage with socially committed investors. A representative from Dia Vikas shares how Dia promotes social performance through its investments. SPTF鈥檚 Amelia Greenberg describes how dimension 6 of the Universal Standards has been revised to strengthen and clarify the management practices connected with a responsible use of profits.

Learning Series

SPM Essentials: Responsible Use of Profits Brief

This brief summarizes the webinar in which speakers from AMK (Cambodia) and GM Bank (Philippines) share the specific ways in which they integrate client-centric decisions into their budget and business plans, and how they engage with socially committed investors. A representative from Dia Vikas shares how Dia promotes social performance through its investments. SPTF鈥檚 Amelia Greenberg describes how dimension 6 of the Universal Standards has been revised to strengthen and clarify the management practices connected with a responsible use of profits.

Learning Series

SPM Essentials: Practical ways to address gender-related risks at your organization Presentation

Dimension 2 of the Universal Standards focuses on leadership's role in creating a culture of commitment to SPM. This presentation accompanied the webinar sharing the experiences of two FSPs who have taken steps to do this by exploring how better to meet the needs of female employees and customers. In collaboration with Grameen Foundation, CREDICAMPO of El Salvador and ODEF Financiera of Honduras participated in a training and a rapid assessment that focused on gender-related risks and opportunities and are now applying lessons learned to their policies and practices.