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Guide GPSE
Découvrez notre Guide de Gestion de la Performance Sociale et Environnementale
En anglais
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Tools & Templates
Human Centered Design Toolkit - Product design & development methodology to reflect on new products
This toolkit contains the elements to Human-Centered Design, a process used for decades to create new solutions for multi-national corporations. This process has been specially-adapted for organizations that work with communities in need in Africa, Asia, and Latin America. Human-Centered Design (HCD) will help you hear the needs of constituents in new ways, create innovative solutions to meet these needs, and deliver solutions with financial sustainability in mind.
Case studies & Field examples
Designing Financial Services to Respond to Household Shocks
This case study highlights key findings from the CGAP resilience research with Freedom from Hunger that can help guide further thinking about how to best design financial products for anticipating and covering health shock expenses.
Tools & Templates
Sonata Environmental Exclusion List
This policy document developed by Sonata in India is an example of environmental exclusion list used to screen out environmentally-risky activities in the loan application process.
Tools & Templates
Guide de gestion environnementale et sociale pour les institutions de Microfinance - Part B. Guide pratique
Ce guide pratique publié par le FMO comprend des fiches sectorielles pour aider le personnel des IMF à identifier les principaux risques sociaux et environnementaux de 24 secteurs d'activités clés (ex. agriculture, pêche, restaurant, transport, artisanat, etc.). Chaque fiche propose aussi des pistes d'amélioration à suggérer aux clients.
Tools & Templates
60 decibels Remote Survey Toolkit
Toolkit based on 60 Decibels' experience conducting phone surveys during the COVID-19 crisis. Includes sample questionnaires for different purposes as as well as guidance for how to set up and conduct a successful phone survey.
Publications
60 Decibels - Why Off-Grid Energy Matters
Impact report on the off-grid energy sector using data collected via phone surveys by 60 Decibels.
Guidelines
Building MIS Capacity for Social Performance Reporting
This Briefing Note describes the processes that Filipino MFI ASKI followed to determine MIS requirements and the initial steps that were taken in 2014 to improve the MIS so that Social Performance reporting was brought into balance with Financial Performance reporting. This BN describes the way in which ASKI arrived at which indicators to track, the frequency of reporting and the co-ordination / role which the departments played so as to report using a Social Performance Dashboard.
Tools & Templates
Friendship Bridge Strategic Plan 2021-2025
Example strategic plan from Friendship Bridge (Guatemala) that sets social goals and articulates how its products and services will achieve them. Includes indicators.
Tools & Templates
Fundación Paraguaya Poverty Stoplight Application Manual
Manual describing the Poverty Stoplight outcomes tracking system created by Fundación Paraguaya. It includes the poverty stoplight scorecard as well as instructions for how to apply it, audit it and use it.
Case studies & Field examples
IDEPRO Desarrollo Empresarial Case Study
This case details IDEPRO Desarrollo Empresarial (Bolivia)'s journey to develop an outcomes and impact evaluation system. IDEPRO’s experience demonstrates two critical and related points. First, actually measuring outcomes is essential to determine whether an organization is achieving its social mission. Second, strategic use of outcomes data can help an organization advance that mission, by yielding valuable insights into areas such as risk management, client retention, and product design. Ultimately, good data does not just measure outcomes—it helps shape them. Implementing an outcomes monitoring system is an investment whose benefits, both to the clients and the institution, significantly outweigh the costs.
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