Archives: Ressources

FOCUS GROUPS GUIDELINES

Guidance on using focus groups to gather feedback from staff and/or clients.

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DOCUMENT AND INTERVIEW CHECK LIST

The “SPI4 Document and Interview Check List” details the documents you need to consult for an assessment, suggested interviewees, interview questions, and MIS data to collect. 

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APR ESTIMATION TOOL

CERISE’s Excel-based SPI4 APR Estimation Tool makes it easy for SPI4 users to calculate the Annual Percentage Rate (APR) and complete the indicator on Loan Pricing in the Organization Information section of SPI online. And it now includes a streamlined version of the well-established Microfinance Transparency APR Calculator as a separate tab right inside the…

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ACTION PLAN

The ultimate goal of a SPI4 audit is to improve practices. At the end of the audit, we strongly encourage provider’s to develop an action plan that prioritizes a realistic number of areas of improvement. See the action plan template.

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SUMMARY REPORT

See the summary report template of results that analyzes strengths and gaps by dimension, prioritizes areas for improvement, and identifies resources for improving practice.

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