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Guide GPSE

Découvrez notre Guide de Gestion de la Performance Sociale et Environnementale


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Imp-Act/MicroSave Strategic Planning Guidance Note

This briefing offers guidance on how to ensure that social performance is included in strategic planning processes, as well as how to address three key challenges: clarifying long-term social goals, specifying short-term social objectives, and underpinning its social intentions with appropriate measurement systems.

Case studies & Field examples

Opportunity Bank Uganda's Social Goals, Strategic Activities and Indicators

This table provides an example of how Opportunity Bank in Uganda translates social goals into strategic objectives, activities and indicators.


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.

Making the Case for Outcomes Management to Financial Service Providers

This brief demonstrates the why and what for of outcomes management by financial service providers (FSPs). Why is outcomes management essential for any FSP with a social mission? Specifically, how can an FSP use client outcomes data to make decisions that strengthen the FSP’s performance, both financially and socially? Understanding this will help an FSP to achieve buy-in within the organisation and encourage the board and senior management to take action.

Case studies & Field examples

Case study of KOMIDA: A Journey to Implement the Universal Standards for Social Performance Management

This case study describes Koperasi Mitra Dhuafa’s (KOMIDA) journey to improve its implementation of the Universal Standards for Social Performance Management (“Universal Standards”).

Case studies & Field examples

Ujjivan Educates Clients on the Dangers of Over-Indebtedness

Ujjivan developed a video with vignettes of 2 ficitious borrowers who become overindebted. They use this video to open discussion with clients about the risks of overindebtedness.

Case studies & Field examples

Case Study - Fondo Esperanza: Using Outcomes Data to Drive Performance

Describes Fondo Esperanza's comprehensive outcomes management system that emphasizes the collection of accurate, relevant data that are reported widely to both internal and external stakeholders.

Case studies & Field examples

Building the System for Outcomes Management--Case Study from Komida as presented to Outcomes Working Group

Details Komida's process for choosing outcomes indicators to manage, deciding how to collect the data and how to manage the data. Presented to the Outcomes Working Group in 2016.

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.


Benefits Diagram or Theory of Change Example for Credit and Savings Groups

Shares an example of a theory of change or benefits diagram based on the evidence of impact for credit and savings groups.


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

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.


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.


MFR Impact Assessment Methodology

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


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.


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.


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.

Tools & Templates

Suggested talking points on the benefits of SPM

Learn how to speak about the benefits of Social Performance Management

Case studies & Field examples

Sèvis Finansye Fonkoze SPM Commitee Charter

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