Social Performance Assessment Track

You work in microfinance. By definition, your organization is doing “good”, right?
Not so fast.
New actors and technologies are transforming the way inclusive finance is done. Investors no longer take it for granted that “doing microfinance” means “doing good.” Now more than ever, socially-minded MFIs need to make good on their intentions to bring positive change: to stand out, to stay strong and hold true to their mission.
This specialist track equips learners with the knowledge and tools needed to measure and manage social performance. Practice using the CERISE-SPI4  social audit tool, master the intricacies of pricing products responsibly and learn how to apply the Universal Standards for Social Performance Management and Client Protection Principles in your organization. Bring your laptop and be ready to put yourself in the shoes of an auditor—and maybe even become one: this course serves the preliminary requirements to become a CERISE Qualified Auditor.

FSP managers of all levels (branch level, mid-level and top management), trainers, consultants, investment managers looking to hone their social assessment and reporting skills.

This course will cover the following topics in interactive, participatory sessions based on case-studies and hands-on exercises:

• The difference between social impact and social performance
• Social performance standards (Universal Standards for Social Performance Management, Client Protection Certification Standards, Green Index)
• The social performance assessment process
  CERISE-SPI4 social audit tool

• How to improve social performance – action planning and finding resources
• Internal and external social assessments – social ratings, client protection certifications, social audits
• Setting responsible prices
• SPM and risk management