SPM Resource Center
The Resource Center offers over 100 guides, templates, and case studies that you can use to strengthen your SPM practices. Our two featured resources – the CERISE SPI4 Assessment Tool and the Universal Standards Implementation Guide – provide comprehensive guidance across all SPM issues. For resources on specific aspects of SPM, explore each category of resources below.
CERISE SPI4 Assessment Tool
The CERISE SPI4 is a social audit tool that can be used for reporting and performance management, to assess level of implementation of the Universal Standards.
Universal Standards Implementation Guide
The Universal Standards Implementation Guide offers comprehensive guidance to financial institutions on how to implement the practices found in the Universal Standards for Social Performance Management.
The Client Protection Getting Started Questionnaire
This Excel-based assessment for financial service providers generates scores on each of the six Client Protection Principles.
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Dimension 3
Design products, services and delivery channels that meet clients' needs and preferences Read More -
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