Tools and Templates
Grameen Foundation’s Human Capital Management (HCM) Assessment tool
This is an assessment tool for FSPs who want to align their institution’s human capital management practices with its business strategy—including their social strategy. The tool allows FSPs to identify the current state of human capital management practices and the gaps between the current state and what is needed to drive business strategy, and it includes recommendations for strengthening practice.
Organizational Gender Assessment Toolkit
This Women’s World Banking toolkit provides financial service providers (FSPs) with the tools and guidance to conduct a self-assessment of their recruitment, retention, and promotion of female staff.
PowerPoint Presentation on Treating Staff Responsibly
This powerpoint presentation helps to explain an FSP's responsibility to its staff. Prepared by the ILO for the Azerbaijan Microfinance Association.
Human resource policy (Nirdhan, Nepal)
Nirdhan uses this as a legal document to ensure all employees are treated equally. It communicates to staff what is expected of them, what the bank provides and what procedures will be followed. It helps the bank to handle legal issues with the employee; reinforce institutional culture by treating employees fairly and providing benefits that reinforce bank values.
Staff grievance procedure (VF AzerCredit, Azerbaijan)
Good example of a staff grievance policy that aims to resolve issues at the lowest possible level, swiftly and fairly. Importantly, the procedure includes safeguards to protect the aggreived party, and considerations in cases where it is inappropriate to air grievances to a line manager.
Health and Safety Risk Assessment Template
This Excel template can be used (and adapted) to conduct a workplace health and safety risk assessment.
First aid training presentation (VF AzerCredit, Azerbaijan)
This powerpoint presentation was designed to impart to staff key knowledge around applying first aid at work. See also this sample list of supplies available in branch first aid kits, which can be adapted to suit.