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SPI, CERISE and PROSPERA Promoting Social Performance from Practitioners’ Perspective: Advancement and next steps

SPI, CERISE and PROSPERA Promoting Social Performance from Practitioners’ Perspective: Advancement and next steps. SOCIAL PERFORMANCE TASK FORCE MEETING June 17-18, 2008 - Paris. CERISE and PROSPERA.

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SPI, CERISE and PROSPERA Promoting Social Performance from Practitioners’ Perspective: Advancement and next steps

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  1. SPI, CERISE and PROSPERAPromoting Social Performance from Practitioners’ Perspective: Advancement and next steps SOCIAL PERFORMANCE TASK FORCE MEETING June 17-18, 2008 - Paris

  2. CERISE and PROSPERA • Cerise (1998): Network for exchanging and disseminating good practices in MF (French & International partners) • Topics: Governance, impact and social performance, rural and agricultural finance • ProsperA - PROmotion of Social PERformance, An Alliance of Practitioners: Develops the culture and practices of SP via the capacity-building of MFIs & networks on the basis of the SPI tool, governance & impact assessment • Members: 40 members (1/3 networks, 1/3 MFIs, 1/3 support organisations & investors)

  3. SPI – Social Performance IndicatorsA questionnaire to measure SP • Principles: simplicity, internal info, standardization, external check, designed with and forMFIs • Contents: a questionnaire and a companion guide(available on www.cerise-microfinance.org) • 4 key dimensions : • Outreach • Adaptation of products • Social capital • Social responsibility

  4. Analysis & decision tools for ProsperA Social Ratings (External check) Analysis of governance Decision making Preparation of decision Mission Actions Results Implementation SP assessment Control Impact assessment 1 Outreach • Adaptation of services • Benefits for clients • MFI Social Responsibility At each stage, evaluation takes into account the 4 key dimensions

  5. 1 – The New Version of SPI • Clarification (format, definitions, examples) for easier appropriation by MFIs, networks, investors and donors • Total compatibility with Mix Social Indicators • Better balance between economical and socio-political benefits for clients (Dimension 3) • New issues in MF: consumer protection, cost of services, environmental responsibility • Version 3.0 available now in English • Version 3.1 with last Mix SP Indicators in September

  6. 2 – SPI by the MFIs: social strategy and exchanges with stakeholders • Social strategy: clarification and wide overview • Board of directors : social choices discussed • Ex: ASC Union Albania • Staff, elected members : joint discussions • Ex: Niger with Aquadev • Exchanges: “common language” for better relationships • Clients:focus group on social issues • Ex: RFR members (Equador), ASHI, Proximity (Philippines) • Investors, donors : visibility on SP, negociations • Ex: Foro Lac Fr members (Latin America)

  7. 3 – SPI by the networks: transparency and services to the members • Transparency: SP at national level, by peer group • Government : lobbying on positive role, SP agenda • Ex: networks of Bolivia, Ecuador, Benin • Peers: exchanges of practices, innovations on SP • Ex: RFR in Ecuador • Services : • Economies of scale (use of SPI easier, joint lessons) • Ex: Foro Lac Fr • Identification of areas of progress • Ex: Credit Union members (Amucss), Aquadev Niger

  8. 4 – SPI by the investors: promoting SP with MF partners, visibility • Promotion : towards the partner MFIs • Process of exchanges in due diligence • Ex: Alterfin (Belgium) • Joint work, discussion in governance structure • Ex: SIDI (France), Oikocredit (Netherlands) • Visibility: towards the investor “clients” • Reporting, SPI summaries by MFIs • Ex: Oikocredit • Discussion on choices of indicators • Ex: Incofin

  9. 5 – SPI and Poverty assessment tools: strengthening poverty outreach • Poverty assessment, to verify the results of SPI Dimension 1 on Outreach • PPI or PAT for MFIs with poverty outreach • Ex: ASC Union Albania (SPI & PAT) • Assessment of levels of exclusion, or rural outreach • Ex: ADIE France (SPI & index of exclusion) • SPI & PPI / PAT as a complete assessment of poverty outreach => links to be strengthened

  10. 6 – SPI and Impact • Research: Verify the links between processes and results • Ex: Finrural Bolivia (SPI, impact studies, satisfaction surveys) => validity in particular for Dim 2 and Dim 3 • Methodology: Simple, Specific and Operational impact analysis • Ex: Sanduk Comoros, Crédit Rural de Guinée

  11. 7 – SPI and governance: towards improving the practices Starting point: Identification of points to be improved and actors to be involved in the process Steps: Definition, clarification of the objectives in the sub-dimension, decision-making process, information available, capacities of the actors involved, process of control

  12. 7 – SPI and financial performance: trade-offs and synergies

  13. Agenda 2008 for ProsperA

  14. The next steps • Note 1 • Note 2 • Staying in touch > www.cerise-microfinance.org

  15. 6 – SPI and governance: towards improving the practices • For MFIs to build and reinforce a common vision of stakeholders on MFI mission and SP • For Regulators to have a better comprehension MFIs reallity

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