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Spotlight: Implementation Guide 2.0         


Last month, SPTF released an updated version of the Universal Standards Implementation Guide -- the "one-stop" resource that provides practical, actionable guidance for improving social performance management (SPM). This Spotlight will provide an overview of the resources in the Guide and how to use it. 

What is the Implementation Guide? 

The Universal Standards for SPM describes best practices for social performance management. Financial service providers, funders, and others can use the Universal Standards to understand and speak the same language about SPM. 

Providers who are ready to put the Universal Standards into practice can use the Universal Standards Implementation Guide to find detailed guidance on each of the standards. The Guide is an extensive, easy-to-read reference document that contains: 

  • A five-step process for getting started with SPM.
  • Practical, how-to guidance on every aspect of SPM.
  • Over 50 field examples that show how providers and funders practice SPM. 
  • Links to more than 100 case studies, guides, and templates. 

What's new in the updated version?

The updated Guide reflects the updates to Universal Standards 2.0, and it provides dozens of new field examples and links to tools and resources. 

Where can I download it? 

The Guide 2.0 is available in English and French on SPTF's website. The updated version for Spanish will be coming soon. 

Getting Started with SPM
Field Examples
IMG 4039 1

Read Chapter 1 

Chapter 1 of the Guide explains a five-step process for getting started with SPM. It offers guidance on introducing SPM to your organization, evaluating your current practices, and creating an action plan. 

Learn from your peers 

Learn how real organizations manage their social performance. The short case studies describe challenges and solutions from providers and investors in diverse operating environments. 

Industry Resources
User Testimonials 

Links to industry resources 

There's a template for that! The SPTF and dozens of other organizations have developed templates, guides, case studies, and research papers to help practitioners understand and strengthen all areas of SPM.

For example, the Guide has links to a Board SPM report template, client protection codes of conduct, a guide on choosing and using social indicators, and a guide for setting responsible employee incentives.  

'Anything and everything' about SPM

"A few months ago, I accepted the role of 'SPM Champion' for my organization, and SPM is still a bit new to me. I was so excited to discover this Guide because it covers anything and everything I need to know about SPM, and points out other resources I can use in my new role. For example, I've already used the board report templates that I found in the Guide." 

- Marie Claire Dorcely, Sèvis Finansye Fonkoze, Haiti

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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