Online Guide
SEPM Guide
Discover our Guide for Social and Environmental Performance Management
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Resources
Tools & Templates
SEF Social Surveyor Officers Policy
This document includes the details of the job of the primary data collectors for the Small Enterprise Foundation (South Africa) and includes detailed protocols and policies for how, when and what data should be collected.
Publications
Demonstrating the Impact of Client-Centric Microfinance--Impact Report 2020 BRAC Microfinance
This report gives an overview of the results from BRAC's client surveys and also presents their approach to measurement and management of client-level outcomes and impact.
Guidelines
Planificación estratégica: Integrar la GDS al fortalecimiento de las instituciones microfinancieras: Nota Informativa
El documento presente, si bien no pretende ser una guía completa del proceso, ofrece orientación sobre cómo garantizar que se incluya el desempeño social en los procesos de planificación estratégica y cómo abordar tres importantes desafíos. En las páginas 1 a 4 se aborda el desglose de la misión en objetivos sociales, los incluidos asuntos clave a tener en cuenta al establecer objetivos. En las páginas 5 a 7 se abordan asuntos clave a tener en cuenta al establecer una estrategia para la gestión del desempeño social.
Tools & Templates
Encuesta confidencial sobre satisfacción y compromiso laboral Promujer
Esta encuesta esta compuesta de 42 preguntas y evalúa todos los aspectos relacionados a la satisfacción de los empleados de ProMujer.
Guide/Manual
Guía para la digitalización: Pasos para el lanzamiento de servicios financieros digitales con enfoque de cliente al centro
Esta guía explica los pasos necesarios para lanzar los primeros canales y servicios digitales para los clientes de las instituciones financieras que atienden a clientes de escasos recursos. La guía documenta también la experiencia de siete cooperativas ecuatorianas en su proceso de digitalización utilizando estos pasos.
Guidelines
Mongolian Green Taxonomy
This Green Taxonomy has been developed by the Central Bank of Mongolia to provide financial institutions and other market players with a nationally agreed classification framework of "green" activities that that contribute to climate change mitigation, adaptation, pollution prevention, resource conservation, and livelihood improvement.
Case studies & Field examples
E-MFP ressources on Green Inclusive Finance
The European Microfinance Platform (e-MFP) is the leading network of European organisations and individuals active in the financial inclusion sector in developing countries. On this page you will find a wealth of resources on green inclusive finance developed by e-MFP.
Tools & Templates
ESMS for Microfinance Institution
FIRST for Sustainability website provides some guidelines on how to set an Environmental and Social Management System for MFIs. A ESMS template is available for download.
Go to the website
Guidelines
South African Green Finance Taxonomy
The South African Green Finance Taxonomy specifies the sectors and activities that are recognised as "green" and provides screening criteria used to determine whether an economic activity provides a substantial contribution to climate change adaptation.
Case studies & Field examples
Vidéo
Nordic Microfinance Initiative's Board Participation in Svasti
Nordic Microfinance Initiative's (NMI) board representative to Svasti explains NMI's approach to agreeing to and monitoring social goals and strategy. Example of active board engagement in social performance management and social strategy.
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