Social Performance Task Force

SPTF Newsletter

Your SPM Updates for January 2018                                                                   

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SPTF Annual Meeting: Registration Ends January 19!  

Register by Friday, January 19 to attend the next SPTF Annual Meeting, which will take place in India in February 2018. The event -- entitled Customer Centricity Learning Event: Enabling Financial Choices and Positive Outcomes for Low-Income Customers -- is being jointly organized with CGAP, LeapFrog Investments, and Dvara. See below for more details. 



January 17, 2018

Outcomes Working Group Webinar
WebEx, 10 a.m. EST

Join this webinar to hear Genesis, a microfinance institution in Guatemala, share its outcomes management experience, including what it measures, how it measures it, and what it has learned. The webinar is the latest from SPTF's Outcomes Working Group, which promotes strong outcomes management by financial service providers. 

January 23, 2018

Webinar: Introducción al Fondo para las Finanzas Responsables e Inclusivas en Centroamerica, Caribe  
WebEx, 9 a.m. Centroamérica / 10 a.m. EST 

This webinar, which will be held in Spanish, will introduce the Fondo para las Finanzas Responsables e Inclusivas en Centroamérica y Caribe (FFRI-CAC). SPTF and REDCAMIF will share details about the initiative, the training and co-financing activities covered, and how to apply, as well as answer questions from participants.

February 13, 2018

TA Provider Webinar: Client Complaint Mechanisms 
WebEx, 3:30 a.m. EST/ 2 p.m. IST 

During this 90-minute webinar, Hema Bansal, Senior Director of the Smart Campaign, will discuss how technical assistance (TA) providers can help implement client complaints mechanisms. The webinar will be held in English; a session on the same topic was held in French last month. The webinar is the latest in the TA Provider Series, which has also featured sessions on pricing transparency and preventing over-indebtedness. For recordings and presentations from past webinars (in French and English), visit the series webpage

February 19, 2018

SPTF Annual Meeting 
Social Investor Working Group Meeting

Mamallapuram, India

The next in-person meeting of the SPTF Social Investor Working Group will take place as a pre-meeting of the 2018 SPTF Annual Meeting. The Working Group meeting, which is open to investors only, will discuss the progress, updates, and challenges of ongoing investor initiatives in responsible inclusive finance. If you haven’t registered yet, please do so as soon as possible. If you have suggestions regarding the agenda or any questions about the meeting, please contact Leticia Emme.

February 20, 2018

SPTF Annual Meeting Workshop: 
Digital finance for the "oral segment"
Mamallapuram, India

This workshop at the 2018 SPTF Annual Meeting will be led by MicroSave. Participants will discuss how “oral people” — those who communicate mostly without using text — manage their financial lives and how their needs for digital interfaces are different from literate people. The workshop will draw from MicroSave’s “Digital Wallet Adoption for the Oral Segment in India.” 

February 22, 2018

SPTF Annual Meeting Workshop: 
Using customer outcomes to drive strategic decisions
Mamallapuram, India 

This workshop at the 2018 SPTF Annual Meeting will feature practitioners who are convinced that understanding the effects of their products on customers’ lives (outcomes) is central to a successful business model. Providers will discuss how to measure and manage outcomes data, and what their own data show about the effectiveness of financial services for low-income people. Participants will practice selecting indicators and analyzing data for management use.


SPTF Announcements

SPTF Annual Meeting 

SPTF will hold its next annual meeting in Mamallapuram, Tamil Nadu, India from February 19-22, 2018. This year's meeting -- entitled Customer Centricity Learning Event: Enabling Financial Choices and Positive Outcomes for Low-Income Customers -- is an event jointly organized by SPTF, CGAP, LeapFrog Investments, and Dvara

Check out the exciting (and very full!) agenda here.

Deadlines are quickly approaching!  The event registration deadline is January 19.  Indian residents receive a reduced rate of $200.  Registrants who pay SPTF 2018 membership fees will receive a US$100 rebate on their membership dues.  Lodging rates and blocked rooms have been posted. Visit our event webpage to register, find lodging reservation information and visa documents and updates. 

Contact Michele Giroux with any questions about the event. We hope to see you there!  

Spanish version of SPTF Implementation Guide released 

The updated Universal Standards Implementation Guide is now available in Spanish. English and French versions of the updated Guide were released last year. 

The Implementation Guide provides practical, actionable guidance for improving SPM. It is a "one-stop" guide for SPM, making it easier for all stakeholders to understand the Universal Standards and put them into practice. Read more about the updated version of the Guide here

SPTF-GIIN collaboration on Navigating Impact

The SPTF Social Investor Working Group has been working with the GIIN on its Navigating Impact Project, which aims to help investors select impact strategies and adopt metrics that indicate performance toward their goals. While the broader project will develop impact strategy guidance for several investment themes, the Working Group is helping develop the guidance for inclusive finance. In its work so far, the group has refined and prioritized the impact strategies for financial inclusion. Details regarding the next call will be shared soon. If you would like to join this effort please contact Leticia Emme

Financial inclusion of refugees webinar series completed

Last month, SPTF concluded its six-part webinar series funded by UNHCR to identify and disseminate projects that promote financial inclusion of refugees. The six webinars covered the following topics:

  1. Sparkassenstiftung's work with a regulator to promote financial inclusion of Syrian Refugees in Armenia
  2. PerMicro and Microfinanza insights on financial inclusion of migrants and refugees in Italy
  3. Adie and Habitat research on the financial needs of refugees in Turkey
  4. UNCDF's financial inclusion work with refugees in camps in Tanzania, Uganda, and Zambia
  5. GIZ and the Central Bank of Jordan project with mobile wallet accounts for refugees and low-income Jordanians
  6. KIMS and ARC livelihoods project with returned refugees in Somalia

Visit the SPTF Refugee Microfinance Working Group webpage to download presentations and recordings from each webinar, as well as a 3-4 page brief that summarizes the information shared, including the Q&A discussion.


Responsible Microfinance Facility
(RMF) - Quarterly Update


Responsible Microfinance Facility 

The Responsible Microfinance Facility (RMF) is an initiative aimed at strengthening capacity and SPM practices of financial institutions in Africa and the Middle East. The RMF offers trainings and provides co-financing to financial institutions for capacity-building activities. Launched in 2015, the RMF is funded by the Agence Française de Développement and managed by SPTF in collaboration with the Smart Campaign. The facility has been extended to run through 2018. 

The RMF has received 199 applications to date for trainings or grants to co-finance projects that were designed by FSPs. The RMF has approved 38 trainings and 50 co-financing grants, implemented across 28 countries in Africa and the Middle East. 

The RMF Steering Committee reviews applications on a quarterly basis. Please apply by March 21, 2018 to be considered in the first quarter 2018 review. Application forms are available in French or English. 

Poverty scorecards update

As part of its goal to develop new resources for the region, RMF recently funded the development of two new poverty scorecards: Benin (French and English) and Togo (French and English). View other poverty scorecards here

Not in Africa or the Middle East?

SPTF also manages the FFRI-CAC, which is a similar facility focused on Central America and the Caribbean, and it soon will launch a similar facility focused on Southeast Asia. 


News from Our Members

IPA releases updated PPI for Burkina Faso 

Innovations for Poverty Action (IPA) released an updated Poverty Probability Index (PPI) for Burkina Faso in December. The PPI adheres to IPA's updated construction methodology.

To learn more about this updated methodology, view the presentation and listen to the recording of last month's webinar with IPA. During the webinar, hosted by SPTF Outcomes Working Group, IPA representatives discussed the new PPI name, website, methodology, and user guide, as well as how FSPs can use PPI data to make practical decisions.


Marketing and Community Outreach Manager, Smart Campaign  

Consultant, European Microfinance Award for "Financial Inclusion through Technology"

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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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