Social Performance Task Force

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Your SPM Updates for September            

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Save the date for the SPTF Annual Meeting - February 2018!

The SPTF Annual Meeting will take place February 19-22, 2018 in Chennai, India. Stay tuned for more details on the meeting, which will be co-hosted by CGAP. We hope you can join us!



October 9, 2017 

"Introduction to SPM and Outcomes" Training, Africa Microfinance Week 
Addis Ababa, Ethiopia

Join SPTF for a day-long SPM training at Africa Microfinance Week. The training will introduce the Universal Standards for SPM, as well as share lessons from the field on client outcomes and action plan implementation. To register, email

October 11, 2017 

"How SPM can increase the effectiveness of lending to SMEs"
Panel, Africa Microfinance Week 
Addis Ababa, Ethiopia

SPTF and CERISE will host a panel discussion on the challenges financial service providers (FSPs) face when lending to SMEs and the ways SPM can help providers address those challenges. 

October 13, 2017 

"Introduction to the SPI4 Audit Tool"
Training, Africa Microfinance Week 
Addis Ababa, Ethiopia

CERISE will host a day-long training on the SPI4 social audit tool, which allows users to assess their practices against the full set of Universal Standards. The training will prepare participants to use the SPI4, carry out a social audit, interpret results, and identify resources to create an action plan. Register here

October 23, 2017 

Outcomes Working Group Webinar
10 a.m. - 11 a.m. EDT 

Join this webinar to hear Fundacion Paraguaya's experience with measuring, analyzing and using client outcomes data to make decisions. The webinar will also discuss how the Truelift tool helps FSPs manage outcomes. The webinar is the latest from SPTF's Outcomes Working Group, which aims to promote strong outcomes management by FSPs.   



SPTF Announcements

SPTF launching membership fees in 2018   

As you have heard over the last few months and seen in recent email communications, SPTF will be launching membership fees in 2018. In the coming weeks, SPTF board members will be holding webinars with their stakeholder groups to answer any questions about membership fees and provide updates on other SPTF news.

The webinars will each be one hour and are listed below. Please attend only the webinar for your stakeholder group. All webinars will be in English unless noted otherwise. 

  • Financial service providers: Friday, Sept. 22 at 9:30 a.m. EDT. WebEx details here
  • Investors: Tuesday, Oct. 3 at 10 a.m. EDT. WebEx details here.
  • International networks and support organizations:
    • Tuesday, Sept. 19 at 6 a.m. EDT. WebEx details here.
    • Wednesday, Sept. 20 at 9:30 a.m. EDT. WebEx details here.
  • Regional and national networks
    • Monday, Sept. 18 at 6 a.m. EDT. WebEx details here.
    • Thursday, Sept. 21 at 1 p.m. EDT (Spanish). WebEx details here.
  • Standard-setting, information and capacity-building services: Tuesday, Sept. 19 at 11 a.m. EDT. WebEx details here.

In Memoriam 

SPTF is sad to announce that two of its longtime partners -- Olga Torres of Agora Microfinance and Dr. Wolday Amha of AEMFI -- have passed away. Read below to learn more about their work to advance financial inclusion.

Olga Torres
Olga Torres passed away in July after a short battle with cancer. Olga was a champion of social performance in microfinance over the years, including developing the SPM program at AMK Cambodia and serving as the CEO of Agora Microfinance Zambia. "The pioneering work she performed in setting up the social performance system in AMK Cambodia was well before most of the microfinance industry caught up with the concept," Agora Microfinance writes in its tribute to Olga. "This is probably her biggest legacy, what she will be most remembered for." 

Dr. Wolday Amha
Dr. Wolday Amha, who had served as the Executive Director of the Association of Ethiopian Microfinance Institutions (AEMFI) since 1998, passed away in a car accident earlier this month. "His commitment to reducing poverty in Ethiopia and around the world will inspire us forever," writes ADA on the website for Africa Microfinance Week, of which Dr. Wolday was a key supporter and active promoter. 

News from our Members 

Annual Microfinance Barometer highlights SPM

The annual Convergences Microfinance Barometer is now available. This year's edition focuses on social performance and the synergies between microfinance and impact investing. "The emerging sector of impact investing has much to learn from microfinance, which has played a pioneering role, notably in terms of transparency, social performance management and structuring of the sector," writes Jean-Luc Perron, vice chairman of Convergences. The edition highlights how the Universal Standards and the the SPI4 have helped financial service providers assess progress against social goals. 

Khushhali Microfinance Bank achieves Smart Certification; Genesis achieves five stars on Social Rating  

Congratulations to SPTF members Khushhali Microfinance Bank and Genesis Empresarial Foundation for their recent demonstrations of strong social performance management.

Khushhali achieved Client Protection Certification from the Smart Campaign, which certifies that the bank has met the 25 client protection standards of care in the treatment of their clients. Genesis received five stars in its Social Rating by MicroRate, the highest possible grade and only the second institution to receive the distinction. The Social Rating provides an independent analysis of an institution's social performance management, as well as provides an in-depth evaluation of social results and commitment. 

CGAP: Consumer Protection in Digital Credit 

Last month, CGAP published a focus note on consumer protection risks in digital credit, saying not enough is being done to implement minimum standards of client protection in the growing industry. "The very attributes of digital credit -- instant, automated and remote -- create consumer protection risks that are distinct from those of more traditional consumer and micro-credit models," write authors Rafe Mazer and Kate McKee. 

Financial Inclusion Insights data and reports 

The 2016 Financial Inclusion Insights data and reports are now available from InterMedia. These annual surveys cover key findings and provide free datasets regarding citizens' financial lives and engagement with financial services in Indonesia, India, Nigeria, Kenya, Tanzania, Uganda, Bangladesh and Pakistan. See how the financial landscape is changing in these countries and check out the interactive Data Finder tool, where you can analyze demand-side data to describe attitudes, awareness of and access to financial products and services. 


Manager of Product Development, Impact Measurement and Management Team, GIIN

Director of Strategic Development, ANDE

ESG and Impact Officer, Triple Jump

Client Protection and Risk Management Associate, One Acre Fund 

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Resources and References

Explore the resources below for tools and guidance to help strengthen your social performance management and achieve your social and financial goals.

Universal Standards for Social Performance Management Technical Assistance Database  Universal Standards Implementation Guide
SPI4 Tool SPTF Guidance Notes SPTF Resource Center
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