The Universal Standards for Social Performance Management

Universal Standards Manual
The Universal Standards for Social Performance Management "Universal Standards" is a comprehensive manual of best practices created by and for people in microfinance as a resource to help financial institutions achieve their social goals. The Universal Standards manual contains an introduction to the Universal Standards as well as all standards and essential practices.  See below to download the manual, and to download an Excel version of the Universal Standards that incorporates the SPI4 core questionnaire indicators:

  • In English Download the Universal Standards Manual here. Download an Excel file of the standards, essential practices, and indicators here.
  • En Français Cliquez ici pour télécharger le manuel des Normes Universelles. Cliquez ici pour télécharger un ficihier Excel avec les normes, pratiques essentielles, et indicateurs.
  • En Español Haga clic para descargar el manual de los Estándares Universalas.Haga clic para descargar la versión Excel de los estándares, prácticas esenciales, y indicadores.
    Azərbaycan Standartlar, əsas təcrübələr və indikatorları buradan yükləyə bilərsiniz.
  • Arabic and Russian versions coming soon.

The SPI4 Tool 
CERISE, in collaboration with SPTF and a panel of experts, updated the SPI assessment tool to align it fully to the Universal Standards. Download the SPI4 here.

Download the Universal Standards Implementation Guide!
The new SPTF Universal Standards Implementation Guide offers comprehensive guidance to financial institutions on how to implement the practices found in the Universal Standards. Use this guide to strengthen social performance management (SPM) practice at your institution, or to support and evaluate the SPM practices of your partners and investees:

Read the CGAP Brief on the Implementation Guide  In EnglishEn FrançaisEn Español

Video Profiles of Institutions Implementing the Universal Standards
 To watch videos about early adopters of the Universal Standards, please click here.

Click here to read "What are the Universal Standards for Social Performance Management?"

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