Co-Facilitators: Amelia Greenberg (SPTF) and Cécile Lapenu, executive director (Cerise)
History:
The Outcomes Working Group was launched in October 2014 with the objective of developing practical guidelines for credible measurement and reporting of outcomes, drawing on experience with different approaches and tools.
Purpose: Promote strong outcomes management by financial service providers, investors, and other mission-driven organizations, through sharing of good practice, development and dissemination of resources, and facilitation of support to key initiatives.
Note: Some Spanish-language outcomes resources are available here.
Key resources on outcomes:
Outcomes Management for Financial Service Providers
A proposed standard framework aligned with the Sustainable Development Goals
Click here to read a paper written by CERISE, in collaboration with SPTF, based on demand by the e-MFP Investors Action Group (AG). This paper aims to build a framework of actionable indicators based on the SDG targets that can answer the need for a simple, credible methodology to monitor outcomes: one that is built on a well-defined social strategy and theory of change, and that is assessed regularly through internal data management systems.
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. Cette étude de cas est également disponsible en français. Este estudio de caso también está disponible en español.
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.
Briefs (Note: Recordings and PowerPoints from these webinars are available below)
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 – MIX Discusses Results from Voice of the Client Research.
Webinar 18 – IPA shares what is new with the PPI
Webinar 19 – Fundación Genesis Empresarial shares its client outcomes management system
Webinar 20 – Findings from the SIDBI-funded study on gender integration in microfinance
Webinar 21 – Findings from an impact study on KWFT’s housing microfinance product
Webinars (Note that Briefs regarding these webinars are available above)
Between 2014-18, SPTF hosted a series of Outcomes Working Group webinars that started by introducing key concepts and then featured expert interviews that shared how different types of stakeholders collect outcomes data and use it to make strategic decisions that ultimately drive better outcomes for both providers and their clients.
WEBINAR 1 – Introductory session, October 2014
Recording
PowerPoint
Apuntes
WEBINAR 2 – Theory of change: how it helps us think about what to measure and when, December 2014 and March 2015
Recording
PowerPoint
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.
Presentación PowerPoint
Apuntes
WEBINAR 3 – Selection of Outcomes Indicators, February 2015
Recording
PowerPoint
Notes
Presentación PowerPoint
Apuntes
Click here for Freedom From Hunger’s paper on Health Outcome Performance Indicators (HOPI) Project Report (2015)
WEBINAR 3 (repeat) – Selection of Outcomes Indicators, April 2015
Recording
PowerPoint
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
Recording
PowerPoint
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.
PowerPoint
IDEPRO case study *EN ESPANOL
Apuntes
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 6 – Sharing the experience of Cashpor, November 2015
Recording
PowerPoint *EN ESPANOL
WEBINAR 7 – Sharing the experience of Friendship Bridge, January 2016
Recording
PowerPoint
WEBINAR 8 – Indicators to track business outcomes, March 2016
Recording
PowerPoint
WEBINAR 9 – Indicators to track Poverty/Assets/Housing Outcomes, March 2016
Recording
PowerPoint
WEBINAR 10 – Indicators to track Resilience and Vulnerability Outcomes, April 2016
Recording
PowerPoint
WEBINAR 11 -Sharing the experience of Women’s World Banking, May 2016
Recording
PowerPoint
WEBINAR 12 – Opportunities for outcomes management in MSME finance, July 2016
Recording
PowerPoint
WEBINAR 13 – Building the System for Outcomes Management in Komida, Indonesia, July 2016
Recording
PowerPoint
WEBINAR 14 – FINCA’s Approach to Outcomes Measurement and Analysis, October 2016
Recording
PowerPoint
WEBINAR 15 – Early Signs of Client Stress and Over-indebtedness, February 2017
Recording
PowerPoint
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
Recording
PowerPoint presentations:
– Poverty Spotlight Tool
– Truelift
Other resources:
– 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]
WEBINAR 17 – MIX Discusses Results from Voice of the Client Research, November 2017
Recording
PowerPoint
WEBINAR 18 – IPA Discusses What Is New with the Poverty Probability Index (PPI), December 2017
Recording
PowerPoint
WEBINAR 19 – Fundación Genesis Empresarial client outcomes management system, January 2018
Recording
PowerPoint
WEBINAR 20 – SIDBI-funded study on Gender Integration in Microfinance, May 2018
Recording
PowerPoint
WEBINAR 21 – Findings on the Impact of KWFT’s Housing Microfinance Product, Developed in Collaboration with Habitat for Humanity
Recording
PowerPoint