Social Performance Task Force

SPTF Newsletter

Your SPM Updates for October

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In an effort to reduce the number of emails SPTF sends, you will find all our announcements, news, upcoming webinars, trainings and events in this monthly newsletter and also on our Events page.



October 6, 2016  9:00 a.m. EDT 

OWG Webinar with FINCA 

FINCA International uses a standardized digitized questionnaire and sample survey to track outcomes with its subsidiaries.  Join this webinar to explore some of the practical questions in tracking outcomes: How does the questionnaire work across different countries?  How to approach sampling? What are the advantages of computer based data collection and tips to avoid the pitfalls?  How can you improve data quality? 


October 18, 2016 8:00 a.m. EDT

High Water Women 
New York City, USA 

Since 2013, High Water Women's Investing for Impact Symposium has evolved into an important gathering for impact investors who want to connect with other investors, advisors, and investment professionals.

October 19, 2016 4:00 am EDT

“The European Code – Lessons Learnt from Implementation” webinar 
A Microfinance Centre (MFC) webinar on the European Code of Good Conduct for Microcredit Institutions

October 27, 2016

SP Fund Green Microfinance Webinar 

This Microfinance Centre (MFC) webinar will discuss what Green Microfinance is and how financial service providers can manage a “green agenda.” The webinar will be in:
ENGLISH at 3:30 am EDT 
SPANISH at 10:00 am EDT

October 20-21, 2016 

MasterCard Foundation Symposium
Kigali, Rwanda

The MasterCard Foundation Symposium on Financial Inclusion promotes the idea that banks and other financial service providers in developing countries should focus on the needs and expectations of people living in poverty. SPM related panels include Deploying Data to Understand Clients Better; New Frontiers in Client Protection; and Becoming Client Centric: The Challenges of Change Management.

October 21-23, 2016 

SPTF Workshop at the Caribbean Microfinance Alliance (CMFA) 
Montego Bay, Jamaica

This is an SPTF workshop on implementing a social audit using the SPI4 tool

October 24-26 

Montego Bay, Jamaica 

FOROMIC offers sessions on business innovation, microfinance, and SME finance designed to demonstrate that it can be both sustainable and profitable to provide financial services to low-income clients and small businesses.

October 24-26, 2016

Impact Convergence
Atlanta, GA, USA  

Impact Convergence 2016 brings together leaders, practitioners, and professionals from around the globe who are interested in impact and evaluation. Participants will discuss a range of opportunities and challenges faced by different sectors, and work collaboratively to improve impact measurement. SPTF Executive Director Laura Foose will be speaking during the sessions titled "Impact Management 101" and "To RCT or not to RCT? That is the question."



Version 2.0 of the Universal Standards

In August 2016, the SPTF released version 2.0 of the Universal Standards. Download the Universal Standards 2.0 manual in English, Spanish. Read about the revision process and read a joint statement from the SPTF, the Smart Campaign, and CERISE on our collaboration.

The SPTF will publish the Universal Standards in French soon.

The Role of the SPTF in Achieving the UN's Sustainable Development Goals 

In September 2015, the United Nations General Assembly adopted the 2030 Agenda for   Sustainable Development, along with a new set of development goals called the Sustainable Development Goals (SDGs).  The most immediate link between the work of the SPTF in responsible inclusive finance and the SDGs is with the first goal, “Ending extreme poverty.” Read how the work of the SPTF relates to the UN Sustainable Development Goals.

“What Every Good Microfinance Business Should Track and Why.”

Stanford Social Innovation Review (SSIR) recently published an article on “What Every Good Microfinance Business Should Track and Why.”

Microfinance Centre "Borrow Wisely Campaign





On October 1st, the Microfinance Centre kicked off third annual Borrow Wisely Campaign! MFC will be delivering key messages around how to borrow safely, how to harness the potential power of loans and how to avoid the pitfalls of too much debt. They will use posters, leaflets, seminars and brochures to do so – and also leverage outreach through SMS, social media, websites, and local media.  A total of 21 leading financial institutions working across 15 countries in Europe and Central Asia will participate. If you want to receive news and results from the campaign, contact Kinga Debrowska.

SP Fund Call for Proposals for National Microfinance Associations

The SP Fund team at the Microfinance Center is pleased to announce a second call for proposals for national microfinance associations that are interested in developing SP country reports. Partner networks will also be trained in conducting effective SPI4 social audits. All interested networks should apply by 6th November 2016.

We Need Your Comments and Feedback on 2 Draft Guidelines!

The Guidelines on Outcomes Management for Financial Service Providers” describes 10 steps for practical and effective outcomes management. 
Making the Case for Outcomes Management to Financial Service Providers” explains why outcomes management is important.  
Please email your feedback to by October 10, 2016.

Symbiotics Survey 

Symbiotics recently published its 10th annual edition of the Symbiotics Microfinance Investment Vehicles (MIV) Survey. Symbiotics added new questions to the survey, based on the SPTF Social Investors Working Group’s work on policies, tools, and initiatives for responsible investment in inclusive finance. 


SPTF Featured Member

Mathilde D'Orgeval

"Working in the financial inclusion industry is for me all about people. It is about understanding the financial needs of people in various contexts, supporting the financial service providers to create value added for their clients, assessing the impact of financial inclusion projects on people’s lives." Read more...


Responsible Microfinance Facility
(RMF) - Quarterly Update


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 certain capacity building activities. Launched in January 2015, the RMF is funded by the Agence Française de Développement and managed by SPTF in collaboration with the Smart Campaign

The RMF has received more than 140 applications to date. It has funded a variety of projects, including Responsible Inclusive Finance Introductory Trainings, SPI4 Auditor Trainings, Smart Campaign Assessor Trainings, SPI4 Social Audits, and SPM upgrade projects. For more information on what types of trainings and co-financing it provides, please visit SPTF's RMF page.

The RMF Steering Committee reviews applications on a quarterly basis. Please apply by December 5, 2016, for consideration in the fourth quarter 2016 meeting.  The application forms are available in French or English.


News From Our Members

Welcoming New SPTF Members

The SPTF is excited to welcome 15 new organizational members! All of these organizations show commitment to promoting and implementing the Universal Standards. Visit our membership page to learn more about organizational membership process and requirements.

Truelift Articles

Truelift's Co-chairs, Chris Dunford and Carmen Velasco, have published two pieces over the last year:

NextBillion Blog:  "Does Anti-Poverty Work Actually ... Work?: Three questions every 'pro-poor' group needs to ask themselves"

The Practitioner Hub for Inclusive Business: "Knowing When "Inclusive Business" Truly Includes People Living in Poverty?"

7th European Microfinance Award

Fundación Génesis Empresarial, Kashf Foundation, and Opportunity Bank of Uganda have been announced as the finalists for the 7th European Microfinance Award on Access to Education.


The Smart Campaign is looking for a Senior Associate and a Communications Associate

Send job opening to

Must have SPTF Newsletter Job Announcement in the subject line or will not be included. This section is for organizations to announce job openings. Please do not send resumes.

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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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