Case Studies
The Social Performance Task Force has created, and continually updates, a database of case studies that explore various issues related to social performance. Currently, the database contains 64 case studies.
Click here to read a contents page for the database and find links to download the case studies from the Social Performance Management Resource Centre.
This contents page groups case studies into one of six categories:
- How an MFI has implemented social performance management (SPM) throughout its organization
- Implementation of a specific element (e.g., a board monitoring system) of SPM
- Good practices and/or challenges related to specific elements of SPM
- Results of a social performance audit, social rating, or diagnostic using a social performance tool
- The process (e.g., timeline, who is involved) of undertaking an audit or rating and using results
- Other (e.g., profile of an MFI or network, discussion of how a tool / indicators were developed, annual reports)
The database also notes which of the following themes each case study mentions:
- Process of undergoing an SP audit, rating, or tool
- Action planning / actions suggested based on use of an SP tool
- Client retention / customer service
- Staff training / retention
- Diagnosing overindebtedness / financial distress of clients
- Integrating SPM into strategic business planning
- Integrating SPM into governance
- Introduction to the concept of social performance / social ratings
- Tracking / reporting on social performance outcomes
- SP management information systems
- Cost of one or more SPM activities
- Holistic view of operationalizing SPM
- HR systems
- Gender issues
- Health safety
- Environmental issues
- Developing financial products tailored to client need
- Developing non-financial products that serve SP goals
- Assessing poverty level of clients