Guide / Toolkit

Social Performance Indicators Tool (SPI4)

Assessment tool for MFIs on the Universal Standards for Social Performance Management

The SPI4 is a social performance assessment tool for microfinance institutions. An excel questionnaire, the SPI4 helps microfinance institutions  evaluate their level of implementation of the Universal Standards for Social Performance Management, including the Smart Campaign Client Protection Principles. SPI4 also offers users with a specific mission focus—green, poverty, rural, gender—to assess their practices, thanks to optional indicators that reflect the latest industry thinking in these areas.

SPI is one of the most widely used social assessment tools. SPI has been developed by CERISE and its partners since 2001, with constant feedback from SPI users using an iterative, collaborative approach. Since 2003, more than 500 MFIs have used the SPI—updated regularly to include sector developments and user feedback—to help assess and improve their practices.

This current version includes a module to track the results using the  previous SPI3 framework, which was organized along 4 dimensions (1. Targeting and Outreach, 2. Adaptation of Services, 3. Benefits to clients, 4. Social Responsibility).

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