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Online Trainings

The Social Performance Task Force offers regular, free, online trainings that address many different areas of social performance.  The majority of the trainings are open to all Task Force members and anyone else whom they invite.  SPTF also hosts some additional trainings tailored to specific working groups or other specialized teams.  Overall, the online trainings not only help to keep Task Force members aware of the latest initiatives, research, tools, and resources from the field, as well as updated on the activities of the SPTF Secretariat, but also provide a channel through which members can ask questions and provide their feedback and expertise. 

If there is a particular topic you would like to see addressed in a training, please email This e-mail address is being protected from spambots. You need JavaScript enabled to view it. .

SPTF Online Training Series on SPM Essentials (click here for detailed course description)

Training Materials for SPM Essentials

Trainings in 2011-12

Below is a list of the trainings SPTF has hosted in the 2011-12 operating year (October 2011 through September 2012), with links to the associated training materials:

  • Taking Stock: Lessons Learned from 12 Case Studies on Financial Education Initiatives for the Poor (Feb. 2012)

Trainings in 2010-11

Below is a list of the online trainings SPTF hosted in the 2010-11 operating year.  Please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it. if you would like a copy of the materials from any of these.

  • Introduction to Social Performance, session1 (Oct 2010)
  • Introduction to Social Performance, session2 (Nov 2010)
  • Social Investor Working Group Meeting (Dec 2010)
    MFTransparency Presentation on Transparency in Pricing (Jan 2011)
  • Social Investor Working Group Meeting (Feb 2011)
  • Overview of NEW social performance indicators for MIX 2011 data collection - in English, session1 (Feb 2011)
  • Overview of NEW social performance indicators for MIX 2011 data collection - in English, session2 (Feb 2011)
  • Overview of NEW social performance indicators for MIX 2011 data collection - in French (Feb 2011)
  • Overview of NEW social performance indicators for MIX 2011 data collection - in Spanish (Feb 2011)
  • SPM Start-up Fund Committee Meeting (Mar 2011)
  • Public Comments on the Evolution of the Principles of Client Protection (Apr 2011)
  • SPM Start-up Fund Committee Meeting (Apr 2011)
    Social Performance Updates for Donors and Foundations (May 2011)
  • Social Investor Working Group Meeting (May 2011)
  • Overview of current social performance initiatives and the draft universal standards for CEO Council (May 2011)
  • SPM Start-up Fund Committee Meeting (May 2011)
  • Introduce Universal Standards for Social Performance, session1 (May 2011)
  • Introduce Universal Standards for Social Performance, session2 (May 2011)
  • Introduce Universal Standards for Social Performance, session3 (May 2011)
  • MIX Presentation of Research on Responsible Growth and Returns (May 2011)
  • SPM Start-up Fund Committee Meeting (Jun 2011)
  • MIX Presentation on Responsible Efficiency and Integration of Social Performance and Financial Performance (Jun 2011)
  • Grameen Foundation Presentation on PPI Certification (Jun 2011)
  • Introduction to New SPTF Website (Jun 2011)

Course Description - SPM Essentials

Have you heard a lot about social performance management but still wonder, What is it exactly? Are you confused by all the different SPM initiatives? This virtual course is for you—and it’s free!

SPM Essentials is a practical, eight-session online course that teaches the fundamentals of SPM, how all the SPM initiatives fit together, and how to access the SPM tools and resources available to you.

The online course is designed for busy professionals that want to learn the essentials of SPM without attending a conference or in-person course.  Each session is 1.5 hours. From the Webex online platform, you can watch and listen to the presentation, ask questions, and interact with peers.

All participants receive a 60-page Resource Handbook with all the essential information, including dozens of links to online resources and tools.

Here’s how it works:

  1. Sign up for the course by emailing This e-mail address is being protected from spambots. You need JavaScript enabled to view it. . Please tell us your name and your organization name. The course is free.
  2. We will send you a registration confirmation and information about how to access the online course.
  3. One week prior to the first session, you will receive your 60-page Resource Handbook.
  4. Prior to each session, you will receive an email that reminds you of the topic, date, and time of the upcoming session. You will also receive the call-in information for the upcoming session.
  5. Each session will take place on the Webex online platform. Here, you can listen and view the presentation, ask questions, and interact with peers. 
  6. After each session, you will receive a follow-up email with a Next Steps Activity Sheet on how to take action on what you learned. You will also receive a link to the audio recording to share with colleagues.
  7. If you miss the live session, you can listen to the audio recording and follow along in your Resource Handbook. 
  8. If you attend each of the sessions (or listen to them on your own), you will receive a certificate of completion at the end of the course.

Admission is free. Enroll today!
Email This e-mail address is being protected from spambots. You need JavaScript enabled to view it. with your name and organization name and we will send you a confirmation of enrollment and more information.

2012 course schedule (subject to change):

February 2012

  • The Social Performance Framework
  • Translating a Social Mission into Social Targets

March 2012

  • Social Performance Indicators and Reporting to MIX Market
  • Client Protection

April 2012

  • Pricing Transparency
  • Social Audit and Social Rating

May 2012

  • Tools for Assessing Clients
  • The SPTF Universal Standards for SPM