One of SPTF's primary mandates is to coordinate initiatives and disseminate information around the globe, and to make sure our members' voices are heard. In this time of the COVID-19 pandemic, SPTF is working especially hard to be in touch with all of our members, to hear what you are doing and to connect you to others working on similar issues, and to share the excellent resources that stakeholders around the world are developing and sharing to help the financial inclusion sector weather this pandemic.  Below is a selection of the types of resources we hear demanded most from our members. To comment or contribute, please contact This email address is being protected from spambots. You need JavaScript enabled to view it..  We wish all of you the best at this difficult time and send you all the support of the SPTF team.

For resources in French related to a social response to COVID-19, click here.

For resources in Spanish related to a social response to COVID-19, click here.

Webinars & Trainings

Maintaining a Healthy & Productive Workforce During the Crisis, 5 of May 2020. During the COVID-19 crisis, microfinance institutions (MFIs) are under incredible pressure to maintain portfolio quality and manage a cash shortage while supporting their workforce and preserving customer relationships. This webinar looked at practical examples for successfully managing this balancing act. The speakers will answered these questions: How can MFIs protect their employees? What are alternatives to retrenchment? What works to keep employee morale high? Looking ahead, how can MFIs position themselves to emerge from the crisis with a strong workforce, ready to serve customers?

Cybersecurity for the Financial Inclusion Sector, 30 April 2020. Suricate Solutions, Smart Campaign @CFI, and SPTF present essential cybersecurity practices for financial service providers (FSPs) to implement, and guidance on how FSPs can help their clients protect themselves from cyber fraud.

Webinar on Resources to Respond to the COVID-19 Crisis: May 6, 2020. This webinar discusses the effects on the Caribbean of the covid-19 pandemic and presents an overview of SPTF’s tools and resources that are available to help FSPs design their response to the crisis.

FSP management in a time of crisis. The European Union is offering a series of webinars for microfinance institutions (MFI) interested to learn how to continue doing business in the time of a pandemic and successfully cope with the COVID-19 effects. The series contains six webinars with a kick-off session on 9 April. Visit the MFC webpage to learn more.

Liquidity risk management during COVID. More than ever, our sector is seeing the importance of effective liquidity risk management. These webinars discuss strategies for liquidity analysis, stress testing, and contingency planning. They also introduce a tool that allows FSPs to build scenarios and analyze liquidity gaps, as well as a toolkit for business continuity. Thank you to ADA and Oikocredit for allowing us to use their materials in designing these webinars. 

Guidance Notes and Videos 

Crisis Checklist: Designing a Response to the Crisis Based on the Universal Standards for SPM

This Checklist offers the top 15 Essential Practices that an FSP can use to design a social response to the current crisis based on the Universal Standards for Social Performance Management, as well as examples from the field that describe how others are implementing these practices during the pandemic.

This version of the Checklist includes the Essential Practices and why they are important now, while leaving space for the institution to design its response.

Social responsibility to employees during the pandemic

All of us want to reach the other side of this pandemic with our customer and employee relationships intact. We want to be proud of how we treated people in the most turbulent times.

SPTF is exploring the theme of social responsibility to employees as it relates to the COVID pandemic. Read our blog post on the FinDev Gateway—Treating Staff Responsibly During the Pandemic: Three Things to Do Today.

Watch our videos on treating employees responsibly:

A customer-centric response to the COVID-19 pandemic: Social Performance Management in Practice

As a client-focused organization, here are some key principles and examples from the field that you might find useful to guide your response to the COVID-19 pandemic. Click here.

Read emerging good practices from Genesis Empresarial and Fundación Paraguaya.

Other Resources

The COVID-19 Client Interview Tool 

FSPs need actionable data on how clients are affected by the COVID-19 pandemic and economic crisis. SPTF, 60 Decibels, FINCA/ValiData, and ADA teamed up to create the COVID-19 Client Interview Tool--a survey instrument for FSPs. This tool’s simple, standardized questions can be used by FSPs or external research firms. Find out more here.

covid-finclusion.org: A forum for the financial inclusion sector to discuss responses to COVID-19

SPTF, e-MFP, and CFI are moderating this new online discussion forum for the financial inclusion sector. The objective of this site is to facilitate an informal and open exchange of our latest actionable ideas, so that we can learn from each other and better coordinate our responses by connecting to and/or building on what others our doing.

Social Investor LinkedIn page

SPTF has created a Linked In group exclusively for social investors who want to connect to discuss ideas and possible coordinated responses to the COVID-19 pandemic. If you would like to join the group, please email This email address is being protected from spambots. You need JavaScript enabled to view it.

FinDev Gateway COVID-19 page

The FinDev Gateway COVID website is the primary site to find publications, studies, tools, and other resources related to response to the COVID pandemic, Click here for the French and Spanish resource pages.