Ambassador Toolkit
The Ambassador Toolkit is a collection of resources that you can use as a “Social Performance Ambassador.” The Toolkit documents are available for you to use in a variety of contexts:
- Representing the SPTF at industry events
- Speaking on the topic of SPM at industry events
- Writing about SPM—media responses, blog posts, etc.
- Distributing literature on SPTF and social performance to network members, the media, training participants, etc.
Each of the documents in the Toolkit has been carefully prepared and vetted by industry experts. We encourage you to strengthen the industry’s efforts to use a common language for social performance by using the documents in the Toolkit.
The materials contained in the Toolkit may be published, printed, distributed, and quoted, without prior permission by the SPTF.
Materials on the SPTF Universal Standards for SPM
The Universal Standards for Social Performance Management is a comprehensive manual of best practices created by and for people in microfinance as a resource to help MFIs achieve their social goals.
Click here to learn more about the Standards and to download the manual.
Training Presentations
1. Introduction to Social Performance presentation (English)
This presentation introduces the basic concepts of social performance and social performance management (SPM), demonstrates how SPM is beneficial for institutional decision-making, and provides a conceptual framework for more advanced discussions of SPM.
2. Translation Mission into Social Targets presentation (English)
This presentation discusses how an MFI can translate its general social mission into specific social targets.
3. Client Protection presentation (English)
This presentation introduces the Smart Campaign’s seven Client Protection Principles, as well as tools and resources for putting the principles into practice.
4. Pricing Transparency presentation (English)
This presentation introduces the importance of pricing transparency, as well as the services, tools, and resources available through MicroFinance Transparency.
5. Social Indicators and Reporting to MIX presentation (English)
This presentation introduces the purpose and contents of the SPTF/MIX Social Performance Standards (SPS) Report.
6. Social Audit and Social Rating presentation (English)
This presentation presents the basics of using social audit and social rating to understand and improve social performance management practices.
7. Client Assessment Tools & Choosing Social Indicators presentation (English)
This presentation outlines the importance of using client assessment tools and choosing social indicators that measure the achievement of social goals. The most common tools and indicators are discussed.
8. The SPTF Universal Standards for SPM presentation (English)
This presentation provides an overview of the Standards, launched in June 2012.
Handouts/Publications
1. The Companion Resources Guide to the SPTF/MIX SPS Report (English)
This guide compiles tools, resources, and examples of current practice for each aspect of SPM covered in the MIX Social Performance Standards (SPS) Report, update in 2011. The information can help practitioners to: 1) understand the indicators more fully; 2) gather data for the SPS Report more easily; 3) find information for improving social performance practice.
2. Social Performance Management Principles for MFIs
The SPM Principles describe the five primary actions that define an MFI that actively manages its social performance. It provides a quick overview of the industry’s common view of managing social performance.
3. Online Resources for Social Performance Management (English)
This two-page handout provides the names and hyperlinks to the most relevant SPM resources on the Internet.
4. The Benefits of Reporting on Social Performance to the MIX
This short publication outlines the principle benefits to MFIs of reporting their social performance data to the MIX, using the MIX SPS Report.
5. Making the Case for SPM: A Note for Associations
This short publication outlines the ways that microfinance associations (international, regional, and local) can benefit from encouraging sound social performance management (SPM) practices and reporting among member MFIs.
6. Making the Case for SPM: A Note for Microfinance Networks
This short publication outlines the ways that microfinance NGO networks can benefit from encouraging sound social performance management (SPM) practices and reporting among partner MFIs.
7. Making the Case for SPM: A note for Investors, Donors, and MIVs
This short publication outlines the ways that investors, donors, and MIVs can benefit from encouraging and/or requiring sound social performance management (SPM) practices and reporting among investees and partners.
Materials on the SPTF
8. Introduction to the Social Performance Task Force (SPTF)
This one-page handout (updated July 2012) provides an overview of the SPTF mission, vision, and working groups.
9. Social Performance Task Force Declaration of Principles
This one-page document summarizes the SPM principles agreed upon by members of the SPTF. It provides a quick overview of SPTF members’ shared understanding of the basic principles of SPM.