Social Performance Management
www.microlinks.org/fs/spm

Though significant headway has been made in developing methods to measure and report financial performance, due to difficulties and high costs little progress has been made so far toward developing methods to measure and report on social performance. Social performance management (SPM) is key to understanding an institution’s overall achievements and ensuring that they do not drift from their mission; to planning toward a double bottom-line; to increasing industry transparency and credibility; and to encouraging socially responsible investments in microfinance.

CASHPOR India offers financial services to very poor women, identified through their Housing Index. Photo: CASHPOR Micro Credit

Reaching massive numbers of very poor people with financial services requires a capability both to measure depth of outreach and to effectively target very poor markets with appropriate products and services. It also requires a set of operational functions and tools, and a supporting institutional culture. USAID’s Microenterprise Development office has focused on developing tools, methodologies and indicators to better assess and manage social performance. For more on this research, please click here.

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Presentation

After Hours #34: New Directions in Qualitative and Quantitative Evaluations in Microfinance      
After Hours #24: Tools for Measuring Social Performance of MFIs      
After Hours #16: Social Rating      
After Hours #19: Integrating MF and Health      
Social Performance: So We Have a Map... Now What?      SPM Event Presentations.ppt
Social Performance in Microfinance: Where did We Come From? Where are We? Where are We Going?      SEEP - Focus on the Field Social Performance.ppt
MIX—Moving the Industry Forward      MIX - Focus on the Field Social Performance.ppt
GRI as a Concept Tool and its Value for the MF Sector      GRI - Focus on the Field Social PerformanceSocial Performance.ppt
Mainstreaming Social Performance: Lessons from Six ACCION Social Audits      ACCION - Focus on the Field Social Performance.ppt

Documents

Putting the "Social" into Performance Management: A Practice-Based Guide for Microfinance        Publication Date   11/2008      
(microREPORT) Final Recommendations for the AFRICAP Environmental and Social Reporting System    mR 126 Africap Environmental and Social Reporting System.pdf     Publication Date   09/2008      
(microREPORT) Microfinance and the Double Bottom Line in the Post-Social Enterprise Era    mR 112 MF and Double Bottom Line.pdf     Publication Date   08/2008      
(microREPORT) Microfinance and the Double Bottom Line: Case Studies in Social Performance Management    mR 113 MR and DBL_Case Studies in SPM.pdf     Publication Date   08/2008      
MD Overview: Social Performance Management    SPM_Overview.pdf     Publication Date   05/2008      
Social Audit Tool Handbook    Social Audit Handbook.pdf     Publication Date   04/2008      
(microREPORT) Taking Stock of Investors’ Perceptions of the Social Rating    mR 98 Investors' Perceptions of Social Rating.pdf     Publication Date   03/2008      
(microNOTE) From Social Rating to Social Auditing    mN 36 From_Social_Rating_to_Social_Auditing.pdf     Publication Date   01/2008      
Note from Bolivia: Commercializing Social Performance Assessment    Note_From_Bolivia.pdf     Publication Date   10/2007      
Impact of Microfinance Programs on Children        Publication Date   09/2007      
(microNOTE) Pilot Test of a New Social Rating Tool    mN 20 SPA Pilot Test.pdf     Publication Date   10/2006      

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