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Recursos

528 resultados

Learning Series Vid茅o

CP Pathway Webinar #7

Implementing Client Protection in Insurance Practices

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Publications

Collection of Resources for Outcomes Management & the SDGs Contribution

Main publications and tools by Cerise+SPTF, its partners, and other stakeholders, on client-level data management and outcomes measurement, in relation to the Sustainable Development Goals.

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Guidelines

MetODD-SDG, a curated list of indicators to measure achievement of the SDGs

Covering 73 Targets and 16 Sustainable Development Goals (SDGs), for which economic players are relevant, MetODD-SDG enables organizations to identify indicators to measure the achievement of their social objectives by linking them to the SDG Targets.

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Guide/Manual Tools & Templates

Mapping the Client Protection Standards to SPI5 codes to navigate the SEPM Guide

This multilingual Excel tool facilitates navigation between Client Protection (CP) Standards and the USSEPM framework, ensuring a seamless user experience. While the CP Standards are fully integrated within USSEPM, they follow a different coding system. This resource provides a comprehensive mapping between CP codes and SPI5 codes, enabling users to efficiently reference the SEPM Guide when conducting CP Commit or CP Full audits.

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Guidelines

C贸mo desarrollar resiliencia en organizaciones de finanzas inclusivas

Este documento presenta una gu铆a para el desarrollo de resiliencia en organizaciones de finanzas inclusivas, la cual est谩 basada en la experiencia de doce (12) organizaciones de seis (6) pa铆ses de Am茅rica Latina. Tambi茅n considera el marco conceptual de tres fuentes importantes, que se enumeran en la secci贸n Referencias.

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Training sessions & Material

Summary of Outcomes Working Group Session on Theory of Change

Summarizes presentations and discussion from the Oct 2014 outcomes working group session discussing theory of change. Shares thinking about a what a theory of change is, how it can be used, a typical theory of change for microfinance.

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Training sessions & Material

Summary of Outcomes Working Group Session on Fundaci贸n Paraguaya's Poverty Stoplight Tool and the TrueLift Initiative

Summarizes Fundaci贸n Paraguaya's approach to tracking client poverty outcomes through a family self-assessment tool called the Poverty Stoplight. Also shares information about the TrueLift Initiative to focus bring accountability to microfinance to contribute to poverty alleviation as a primary outcome.

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Training sessions & Material

Indicators of Financial Stress, Including Over-indebtedness

This document provides a summary of the February 2017 Outcomes Working Group meeting in which Grameen Foundation, Friendship Bridge and other share their experience identifying indicators of financial stress and over-indebtedness.

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Training sessions & Material

Selection of Outcomes Indicators

Brief from the Outcomes Working Group in which Freedom from Hunger presents its work on developing a menu of outcomes indicators based on key themes from theories of change for financial service providers. It also shares a preliminary list of indicators development by the MCWG.

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Guide/Manual

Manual de los Est谩ndares para los Servicios Financieros Digitales - Octubre 2024

El manual completo de los est谩ndares de gesti贸n para la prestaci贸n responsable de servicios financieros digitales, versi贸n de octubre de 2024.

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