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

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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 PROSPERAPromoting Social Performance from Practitioners’ Perspective: Advancement and next steps

SOCIAL PERFORMANCE TASK FORCE MEETING

June 17-18, 2008 - Paris

cerise and prospera
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)
spi social performance indicators a questionnaire to measure sp
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
analysis decision tools for prospera
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

1 the new version of spi
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
2 spi by the mfis social strategy and exchanges with stakeholders
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)
3 spi by the networks transparency and services to the members
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
4 spi by the investors promoting sp with mf partners visibility
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
5 spi and poverty assessment tools strengthening poverty outreach
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
6 spi and impact
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
7 spi and governance towards improving the practices
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

the next steps
The next steps
  • Note 1
  • Note 2
  • Staying in touch >

www.cerise-microfinance.org

6 spi and governance towards improving the practices
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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