Social Performance Task Force

Social Performance Introductory Toolkit

The following toolkit provides basic presentations, background reading, tools and manuals, user reviews of SP tools, sample reports.

Download this file first:
Social Performance Introductory Toolkit Menu.pdf

1. Introductory PowerPoint on the Social Performance: Overview of Social Performance Framework and SPTF - Oct 2009.ppt

2. Social Performance Indicators – Standardized Global Indicators
a. Overview of MIX Social Performance Indicators.ppt
b. MFTransparency.pdf
c. SMART Campaign - Client Protection Principles.ppt
d. PPI overview presentation.ppt

3. Social Audit Tools
a. The SPI – Cerise Tool
SPI brochure.pdf
SPI-CERISE tool overview.ppt
SPI 3.0 Guidebook.pdf
SPI 3.0 Questionnaire.doc
SPI 3.0 Intake Form EN.xls
SPI User Review.pdf

b. Quality Audit Tool - QAT
QAT_Overview_ENG.pdf
QAT Detailed Overview of QAT Process.ppt
QAT User Review.pdf

4. Social Rating Tools
a. Social Rating Overview.ppt
b. Co-funding from Rating Initiative.ppt
c. MicroRate User Review.pdf
d. MicroFinanza Rating User Review.pdf
MicroFinanza Rating -SINERGIJAplus, B&H, Comprehensive Social Rating, final report, 2009.pdf
MicroFinanza Rating -UNRWA-MD, Palestine, Comprehensive Social Rating, Jan 09-1.pdf
e. Planet Rating User Review.pdf
PlanetRating_Tamweelcom_2009_Social.pdf

5. Social Performance Management Resources
a. Imp-Act SPM Overview.ppt
b. SPM_Principles_Final.pdf
SPM_Principles_Final_French.pdf
SPM_Principles_Final_Spanish.pdf
c. AMK_SPM_in_Practice.pdf
CRECER_SPM_in_Practice.pdf
FONKOZE_SPM_in_Practice.pdf
NTWF_SPM_in_Practice.pdf
PMB_SPM_in_Practice.pdf
PRIZMA_SPM_in_Practice.pdf
SEF_SPM_in_Practice.pdf

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March 2010
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SP Indicators Blog

The Social Performance Indicators Blog aims to serve as a platform for learning and exchange on topics related to social performance in microfinance. Each week we will address a different subject related to social performance measurement by interviewing relevant stakeholders, with the purpose of gaining a deeper understanding of how to assess the social performance of microfinance institutions (MFIs) and contributing to the need for information and greater transparency within the industry. www.spblog.org

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