Assessment Resource
| ID | INDIGO-ARES-0150 |
|---|---|
| Assessment Resource - Status | PUBLIC |
| Assessment Resource - Name | Universal Standards for Social Performance Management: Implementation Guide for Microfinance |
| Assessment Resource - Who? - Public Sector | YES |
| Assessment Resource - Who? - Private Sector | YES |
| Assessment Resource - Who? - Third Sector | YES |
| Assessment Resource - Output Format - Agnostic | NO |
| Assessment Resource - Output Format - Monetary Valuation | NO |
| Assessment Resource - Output Format - Non-monetary quant index | NO |
| Assessment Resource - Output Format - Ordinal | NO |
| Assessment Resource - Output Format - Qualitative only | YES |
| Assessment Resource - Output Format - Quant but no index | NO |
| Assessment Resource - Time frame? - Ongoing | YES |
| Assessment Resource - Time frame? - Prospective | NO |
| Assessment Resource - Time frame? - Retrospective | YES |
| Assessment Resource - Scale? - Agnostic | NO |
| Assessment Resource - Scale? - Micro | NO |
| Assessment Resource - Scale? - Meso | YES |
| Assessment Resource - Scale? - Macro | NO |
| Assessment Resource - Impact Goal - Agnostic | NO |
| Assessment Resource - Impact Goal - Defence | NO |
| Assessment Resource - Impact Goal - Democracy | NO |
| Assessment Resource - Impact Goal - Development/ Poverty Reduction | YES |
| Assessment Resource - Impact Goal - Education | NO |
| Assessment Resource - Impact Goal - Employment/ Financial well-being | NO |
| Assessment Resource - Impact Goal - Health | NO |
| Assessment Resource - Impact Goal - Housing | NO |
| Assessment Resource - Impact Goal - Local rejuvenation | NO |
| Assessment Resource - Impact Goal - SDG oriented | NO |
| Assessment Resource - Impact Goal - Social impact | NO |
| Assessment Resource - Impact Goal - Sustainability/ Eco | NO |
| Assessment Resource - Impact Goal - Well-being | NO |
| Assessment Resource - Type - Case Study | NO |
| Assessment Resource - Type - Classification | NO |
| Assessment Resource - Type - Consultancy | NO |
| Assessment Resource - Type - Framework | NO |
| Assessment Resource - Type - Guide | NO |
| Assessment Resource - Type - Dataset | NO |
| Assessment Resource - Type - Principles | NO |
| Assessment Resource - Type - Reporting Standards | YES |
| Assessment Resource - Type - Resource Repository or Summary | NO |
| Assessment Resource - Type - Tool | NO |
| Assessment Resource - Type - Training Programme | NO |
| Assessment Resource - Sourcing? - Agnostic | NO |
| Assessment Resource - Sourcing? - Outsource to Vendor | NO |
| Assessment Resource - Sourcing? - Paid tool | NO |
| Assessment Resource - Sourcing? - Proprietary in-house | NO |
| Assessment Resource - Sourcing? - Self-driven | YES |
| Assessment Resource - Method? - Attribution | NO |
| Assessment Resource - Method? - Diff-in-Diff statistical analysis | NO |
| Assessment Resource - Method? - Ex-ante projections | NO |
| Assessment Resource - Method? - Focus Groups | NO |
| Assessment Resource - Method? - Framework agnostic | NO |
| Assessment Resource - Method? - Interviews | NO |
| Assessment Resource - Method? - Mission Alignment | YES |
| Assessment Resource - Method? - Observation | YES |
| Assessment Resource - Method? - Operational Data | YES |
| Assessment Resource - Method? - RCTs | NO |
| Assessment Resource - Method? - Surveys | NO |
| Assessment Resource - Method? - Theory of Change | NO |
| Assessment Resource - Method? - Before and After | NO |
| Assessment Resource - Used in sectors? - Charity | NO |
| Assessment Resource - Used in sectors? - CSR | NO |
| Assessment Resource - Used in sectors? - Development | YES |
| Assessment Resource - Used in sectors? - Governance/ Policy | NO |
| Assessment Resource - Used in sectors? - Green Book | NO |
| Assessment Resource - Used in sectors? - Healthcare | NO |
| Assessment Resource - Used in sectors? - Housing | NO |
| Assessment Resource - Used in sectors? - IGOs | NO |
| Assessment Resource - Used in sectors? - Impact investing | NO |
| Assessment Resource - Used in sectors? - Microfinance | YES |
| Assessment Resource - Used in sectors? - SIBs | NO |
| Assessment Resource - Used in sectors? - Social Enterprises | YES |
| Assessment Resource - Used in sectors? - Sustainability/ Eco | NO |
| Assessment Resource - Used in sectors? - Developed Countries | NO |
| Assessment Resource - Used in sectors? - Developing Countries | NO |
| Assessment Resource - Internal / External? - Internal | YES |
| Assessment Resource - Internal / External? - External | NO |
| Assessment Resource - Leader | French Social Performance Task Force (SPTF) |
| Assessment Resource - Purpose | The Universal Standards for Social Performance Management to guide Microfinance Institutions towards a double bottom-line. Developed through broad industry consultation, the SPTF Universal Standards for Social Performance Management (‘Universal Standards’) are a set of management standards and practices that apply to all microfinance institutions pursuing a double bottom line. |
| Assessment Resource - Content | Meeting the standards signifies that an institution has ‘strong’ social performance management (SPM) practices. The original purpose of microfinance was to improve user welfare, but for the last two decades many institutions have focused more on financial sustainability than on the needs of clients. We now understand that institutions that manage only their financial performance will almost certainly be driven only by financial outcomes, so institutions that also have a social purpose must also manage their social performance. By defining and promoting strong SPM, the Universal Standards contribute to refocusing institutions on the client. |
| Assessment Resource - Link | https://sptf.info/images/usspm_impl_guide_english_20171003.pdf |