Project components
  • Social Performance Management Working Group (SPM WG)
  • Social Performance Management Training
  • Action Research


SOCIAL PERFORMANCE MANAGEMENT WORKING GROUP (SPM WG)

The SPM Working Group was created in January 2006 and is now a group of 13 MFIs and 2 Networks from Armenia, Azerbaijan, Bosnia and Herzegovina, Croatia, Georgia, Kosovo, Macedonia, Montenegro and Serbia.

The Working Gruop serves as a learning platform integrating different regional social performance initiatives and serves as a practitioner learning group which work together to find good, efficient and cost effective ways to balance social and financial performance. The Working Group participants work together and learn from each other by sharing their own experiences - successes and challenges - in their pioneering work of creating good practices for double bottom line management.

The SPM WG also represents the regional industry in the global industry dialogue on social performance good practices and standards that have been carried out by the International Task Force on Social Performance (ITFSP) since March 2005.

The Working Group objective is to increase the effectiveness of microfinance, by reaching out to the initial target clients of the MFIs: the unbanked, low income households and microentrepreneurs and thus creating socio economic value through applying modern bussiness management solutions.

The Working Groups also tries to invite different representatives from networks and associations, raters and all other stakeholders interested in enhancing the social performance agenda in the region.

If you are interested to participate in the Working Group - contact us directly.

Regional Social Performance Working Group Meetings

Snapshots from the 2nd SPM WG Meeting
WG2 WG1 WG3 WG4
See more - SPM Photo Gallery

SOCIAL PERFORMANCE MANAGEMENT TRAINING

The training introduces the process of social performance management (SPM) that can be integrated into the regular operations of MFIs. It presents an overall approach and discusses specific steps illustrating them with practical case studies and findings from the SPM implementations in the region and globally. The participating MFI has an opportunity to follow step by step a process of the development and the usage of SPM.
By the end of the SPM training, participants will have:

  • Discussed the definition of social performance and its management;
  • Listed the benefits of Social Performance Management with an organisation;
  • Explained their individual institutions social missions;
  • Translated their social goals into specific social performance objectives
  • Defined information needs for managing social performance towards social objectives;
  • Defined resources required to design and implement SPM system;
  • Reviewed existing information sources, types and uses;
  • Linked the SPM information needs to the existing information sources and identified gaps;
  • Defined sets of SP indicators;
  • Discussed how organisations use and combine results from routine and follow up research (stand-alone) for decision-making;
  • Designed a data collection approach and its implications to their organisations (cost, quality, practicality and usefulness);
  • Integrated Social Performance monitoring data into the existing information systems.
The training has been developed by Imp-Act Consortium comprised of renome interntional organizations, including the Microfinance Centre (MFC) for Central & Eastern Europe and the New Independent States, the Microfinance Council of the Philippines, CARD MRI, EDA Rural Systems, Freedom from Hunger and IDEAS.
It can be further provided to any interested parties either as an in-house course or cooperation between MFC and networks or national associations and other groups of organisations interested in implementing SPM.

First delivery of SPM training took place in January 2006 in Warsaw, Poland.
Evaluation form of the January training is available here.

Participants

See more at SPM Photo Gallery.

ACTION RESEARCH
 

To enhance the social performance agenda in the region and to develop new tools, MFC together with the leading MFIs in the area of social performance, is undertaking further efforts to strengthen the mission fulfillment of the MFIs. This is being done through the development of strategic planning for social goals and social audit protocols. The project is undertaken in cooperation with MicroSave (for strategic planning), Microfinance Opportunities and the Imp-Act Program (for social audit). The development of the new protocols/tools will be based on the integration of 4 main frameworks: social performance management framework, balanced scorecard, feedback loop and social accounting and audit principles.


The different tools were developed and finalized through a series of pilot tests. The pilot tests were conducted globally and not only in the region with the help of the Ford Foundation. The Strategic and Social Performance Management tools were conducted in NGO Manuela Ramos in Peru, Genesis Impreserial in Guatemala, Prizma in Bosnia and Herzegovina and MDF Kamurj in Armenia. The social audit pilot tests were conducted in AgroInvest in Serbia and ASHI in the Philippines.


The From Mission to Action Management Series for Microfinance Institutions toolkit provides practical insights to balanced management practices through the following tools:

From Mission to Action Management Series for Microfinance Institutions.
1. Strategic management toolkit
SMT overview

Handbook

Facilitator’s Guide

2. Quality Audit Tool (QAT)
QAT overview

Handbook

Facilitator’s Guide