Facilitator: Amelia Greenberg, Deputy Director, SPTF.
Purpose: Promote strong outcomes management by financial service providers, investors, and other stakeholders, through sharing of good practice, development and dissemination of resources, and facilitation of support to key initiatives.
Members: Open to all.
Note: These same resources are available in Spanish here.
Key resources on outcomes:
Making the Case for Outcomes Management to Financial Service Providers (FSPs)
Click here to read Making the Case for Outcomes Management to Financial Service Providers (FSPs) in English, and here for the French version of the document.
Guidelines on Outcomes Management for Financial Service Providers
Click here to read the Guidelines on Outcomes Management for FSPs, and here for the French version of the document. These guidelines describe 10 steps for practical and effective outcomes management.
Guidelines on Outcomes Management for Investors
Click here to read the Guidelines on Outcomes Management for Investors. The Guidelines are the result of the work carried out by the e-MFP Social Performance Outcomes Action Group, which working jointly with the SPTF Outcomes Working Group, was tasked with the specific objective to develop guidelines for integrating outcomes measurement into the operations of inclusive finance investors.
Fondo Esperanza Case Study
This case study explains the outcomes management system that Fondo Esperanza uses to monitor changes in clients' lives, and how Fondo Esperanza uses outcomes data to inform its own strategic and operational decisions as well as to communicate with clients on their personal progress. The case study annex lists the specific indicators that Fondo Esperanza uses to measure client outcomes in four areas: business development, family well-being, empowerment, and social capital.
KOMIDA SPM Case Study
This case study profile’s KOMIDA (Indonesia)’s journey to implement the Universal Standards for SPM. Read about KOMIDA’s lessons learned and benefits gained from using the SPI4 for a social audit, developing an improvement plan with very careful thought given to which activities to prioritize and in what sequence to implement them, and then putting that plan into action.
Thanks to translation provided by the International Labor Organization (ILO), the KOMIDA case study is also available in Bahasa.
Pilot Testing Outcome Indicators
SPTF is working with several financial service providers (FSPs) in Peru to pilot test data collection on some of the indicators in the list of recommended outcome indicators developed by the OWG this past year. Currently, SPTF's team is still in discussions with the interested FSPs to clarify their theories of change, identify which indicators they will track, and develop a system for outcome data management (i.e., collection, analysis, reporting, and use). Data collection is scheduled to begin in 2017. SPTF will share lessons learned as this work progresses.
1. Read the "What Matters Gets Measured" statement from the SPTF Board of Directors, August 2015.
2. Read the Brief on Outcomes Presentation given at the SPTF 2014 Annual Meeting in Dakar. This brief presents the top ten lessons that emerged on outcomes measurement and reporting from SPTF's interviews with practitioners and review of research in advance of the 2014 SPTF annual meeting.
Briefs (Note: links to webinar presentations and recordings are in the next section of this web page)
Webinar 1 - Introduction to the issues for the Outcomes Working Group.
Webinar 2 - Theory of change: how it helps us think about what to measure and when.
Webinar 3 - Selection of Outcome Indicators.
Webinar 4 - The CGAP Ford Social Indicators Project.
Webinar 5 - Sharing the experience of IDEPRO *EN ESPANOL.
Webinar 6 - Sharing the experience of Cashpor *EN ESPANOL.
Webinar 7 - Sharing the experience of Friendship Bridge *EN ESPANOL.
Webinar 8 - Towards recommended core indicators: 1 Business Outcomes.
Webinar 9 - Towards recommended core indicators: 2 Assets, Housing, Economic Poverty.
Webinar 10 - Towards recommended core indicators: 3 Resilience and Vulnerability.
Webinar 11 - Sharing the experience of Women’s World Banking *EN ESPANOL.
Webinar 12 - Opportunities for Outcomes Management in MSME finance.
Webinar 13 - Building the System for Outcomes Management, Komida (Indonesia).
Webinar 14 - FINCA Experience with Outcomes Management.
Webinar 15 - Indicators of Financial Stress, Including Over-indebtedness.
Webinar 16 - Fundacion Paraguaya's Poverty Spotlight Tool and the Truelift Initiative.
Webinar 17 - (coming in June) MIX Discusses Results from Voice of the Client Research.
Webinar 18 - (coming in June) IPA shares what is new with the PPI
Webinar 19 - Fundación Genesis Empresarial shares its client outcomes management system
Webinar 20 - (coming in June) Findings from the SIDBI-funded study on gender integration in microfinance
WEBINAR 2 - Theory of change: how it helps us think about what to measure and when, December 2014 and March 2015
Bamboo Finance reports that it has been using impact maps/theory of change for a while, and is happy to share its Impact Report 2014 with you. On page 15 of this report, there is a full map for a deposit-taking FSP. Download the report here.
WEBINAR 3 - Selection of Outcomes Indicators, February 2015
Click here for Freedom From Hunger's paper on Health Outcome Performance Indicators (HOPI) Project Report (2015)
SEEP and Microcredit Summit co-hosted, "Healthy, Wealthy, and Wise: How FSPs Can Track the Health of Clients."
Blog: Health Outcome Performance Indicators will help us "understand clients"
WEBINAR 4 - CGAP/Ford Foundation Social Indicators Project, September 2015
The following technical notes were developed by SEEP based on the experience of the Social Indicators Project:
SEEP Microfinane social indicators in practice
SEEP sampling methodology for social indicators
SEEP why use social indicators?
WEBINAR 5 - Sharing the experience of IDEPRO, October 2015
Due to technical difficulties, our recording for this session here has about 9 minutes of space after minute 21:47. Please forward to minute 30:56 to continue listening. We apologize for the inconveneince and thank you for your understanding.
IDEPRO case study *EN ESPANOL
MIX Market's webinar on their "Voice of the Client" project, November 2015
Read the paper: An Analysis of Client Satisfaction and Consumer Protection Across Four Microfinance Institutions in India
WEBINAR 15 - Early Signs of Client Stress and Over-indebtedness, February 2017
Working list of outcome indicators in several outcome areas - in English en español
Client Outcomes Report - in English en español
WEBINAR 16 - Poverty Spotlight Tool of Fundacion Paraguaya and the Truelift Initiative, October 2017
- Poverty Spotlight Tool
- Evaluation (Sep 2017). Changing aspirations through poverty measurement - the Poverty Spotlight tool [Hammler and Burt]
- Evaluation (June 2014). The Poverty Spotlight: Does personalized coaching in microfinance help clients overcome poverty? [Accion]
- Evaluation (December 2013): Measuring the Social Impact of Fundaction Paraguaya [EAConsultants]
- Appendix to evaluation (December 2013): Measuring the Social Impact of Fundaction Paraguaya [EAConsultants]