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Library » Hot Topics » Social Performance


 

Fundamentals

Overview

Glossary

Web Resource Guide

FAQs


Tools

Introduction to SP Tools

SP Management Tools

Assessment Tools: Institutional Process

Assessment Tools: Client Conditions & Poverty

Assessment Tools: Social Ratings



     

Introduction to Social Performance Tools

Social performance management is an institutionalized process that involves setting clear social objectives, monitoring and assessing progress towards achieving these, and using this information to improve overall organizational performance.

Social performance assessment is about evaluating the extent to which institutions meet their social objectives. It includes analysis of the declared social objectives of institutions, the effectiveness of their systems and services in meeting these objectives, related outputs (for example, reaching larger numbers of very poor households) and success in effecting positive changes in the lives of clients.

Different social performance assessment initiatives focus on different steps in this process. Some focus on the institutional process and internal systems, while others assess social performance at the client level. Still others are holistic and encompass both.

  • Institutional Process - These tools help institutions evaluate their intentions, systems and actions to determine whether they have the capacity to attain their social objectives. The tools included here can be used to conduct social audits.

  • Client Conditions- These tools help determine who is being reached and if client conditions are improving.

  • Social Ratings - Several rating agencies have developed social rating tools to complement their financial ratings. Some focus only on internal processes while others consider both client-level indicators and internal processes.

Click here for MFI user reviews of these tools, or download them directly from the MFG library. 

 

     

Latest Library Additions

Fonkoze 2009 Social Performance Report
Accompanying our clients along the staircase out of poverty

Poverty Measurement Report using PPI - MIFAN Nepal
Using PPI base for poverty measurement

Helping Socially-Conscious Investors Maximize the Humanitarian Impact of their Investments
Using microfinance to fight global poverty


Recommended Reading

Putting the ‘Social’ Into Performance Management: A Practice-based Guide for Microfinance
How can MFIs integrate social goals into their organizational management?

User Review: Planet Rating, Social Performance Rating
Evaluating a social performance rating tool

Managing Social Performance in Microfinance: Building Successful Clients and Successful Institutions (Practice Note No. 9)
The importance of social performance management in microfinance


 

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