Social and environmental performance management is ultimately a way of doing business. And just as institutions may seek outside expertise when crafting a business plan, so too can purpose-driven organizations benefit from advisory services to help them think through their social and environmental performance strategy and tactics.
Our services include:
- Strategy redesign based on impact thesis.
- Structuring of mission-driven leadership and governance.
- Crafting and revision of policies, manuals and procedures to support the social and environmental strategy.
- Staff training and coaching.
- Identification of key indicators to monitor progress towards social and environmental goals.
- Definition of metrics aligned with the Sustainable Development Goals.
- Design and development of social and environmental dashboards and reporting formats and protocols.
- Client segmentation and data analysis.
This page is under construction. We will soon diplay our full offer of advisory services & consultancy!
Data & Benchmarking
Our social audit tool, SPI, lets financial institutions assess their practices against the Universal Standards.
SPI has been used to generate thousands of high-quality social audits and has generated one of the most robust bodies of data in the world about social and environmental performance management. The Cerise+SPTF team includes skilled data scientists and analysts who understand how to mine our own datasets and publicly available ones, understand the stories the data tell, and turn those stories into actionable insights. We offer:
- Personalized benchmarking reports to compare individual organizations against peer groups
- Portfolio analyses to compare an entire portfolio against peer groups
- Practical recommendations for prioritizing gaps and relevant technical resources
- State of practice reports at country, regional, network levels
Although many of those who use these services come from the financial services industry (e.g., financial service providers, their investors, national or regional networks and associations, development finance institutions), this work is relevant and valuable to other social businesses, too.