Guide en ligne
Guide GPSE
Découvrez notre Guide de Gestion de la Performance Sociale et Environnementale
En anglais
Toutes les ressources
Vidéo
Série animée de vidéos projet MEbA
Série animée de vidéos produites par le Programme des Nations Unies pour l’Environnement (PNUE), dans le cadre du projet "Microfinance pour l’adaptation fondée sur les écosystèmes" (MEbA*). Leur objectif est de sensibiliser les populations rurales aux solutions pratiques pour s’adapter au changement climatique et pour la production agricole durable. Les solutions visent également à améliorer la relation du secteur agricole à petite échelle avec les écosystèmes, en favorisant leur conservation et leur utilisation durable dès maintenant et à l’avenir.
Guide/Manual
Guide pour compléter les informations sur l'organisation (Org Info)
Les questionnaires des outils d'évaluation de SPI Online incluent une partie « Informations sur l'Organisation » (« Org Info »). Cette section concerne les données financières et sociales de l'institution. Ces informations sont importantes à compléter pour générer un tableau de bord social contenant un résumé fiable de ces principales informations sociales et financières sur l'institution auditée. Ce guide est disponible uniquement en anglais pour le moment et sera traduit en français dans les mois à venir.
Case studies & Field examples
VisionFund Uganda Reduces the Barriers to Financial Inclusion Through Product Term Changes
Brief field example explaining how VisionFund Uganda modified is mix of product offerings after identifying 2 barriers to women clients accessing their products.
Case studies & Field examples
Using Exit Data to Inform Product Design and Improve Operations
Provides a list of questions that can be answered from client exit data along with their implications for products and operations.
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
Ujjivan Collects Satisfaction Data Face-to-Face
Short case example of how Ujjivan in India collects client feedback in face-to-face interviews.
Case studies & Field examples
UBTEC Burkina Faso: Gestion de performance environnementale en pratique #2
Cet article illustre de quelle manière UBTEC, au Burkina Faso, met en œuvre sa gestion de la Performance Environnementale, avec un focus particulier sur l'évaluation et la promotion de pratiques agroécologiques.
Guidelines
Transparency Policies and Procedures for Four Products
Table summarizing the requirements for disclosure and transparency for 4 core products: loans, savings, payments and insurance.
Publications
Study on the Drivers of Over-Indebtedness of Microfinance Borrowers in Cambodia: An In-depth Investigation of Saturated Area
This study focuses on providing an in-depth understanding of the drivers of overindebtedness (OID) in selected saturated areas, which represent less than 6% of total villages in Cambodia.
Guidelines
Smart Lending: Client Protection in the Group Lending Process: An Overview of Client Protection Practices in Group Lending for Financial Institutions
A tool for financial institutions (FIs) that want to incorporate client protection practices into their group lending process. As group lending continues to be one of the most popular methodologies for delivering financial services throughout the world, this tool should prove useful to scores of financial service providers. The tool is applicable to a wide range of credit methodologies, and can be adapted for use by FIs employing village banking methodology, Grameenstyle “group of groups” methodology, and other forms of group lending. Section I provides guidelines for FIs on group loan product design and staff training. Appropriate product design and adequate staff training do not apply to a specific phase of the group lending process, rather, they provide a foundation for client protection throughout the entire process. Section II divides the group lending process into five key phases and identifies good client protection practice for each phase. The five phases are: (1) Client Recruitment and Group Preparation, (2) Loan Application, (3) Evaluation and Loan Approval, (4) Disbursement, (5) Customer Service and Collections.
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