Social Performance Management

Social performance management (SPM) is related to managing risk (the risks of mission drift, and reputation). SPM is a strategic institutional approach to setting clear and practical social objectives, setting out a deliberate strategy to achieve these objectives and putting in place the systems to report on the relevant information for the board and management to monitor results and take decisions to improve overall performance.

M-CRIL’s parent company, EDA, has been closely associated with the Imp-Act Consortium that developed the concept and framework for SPM, and with the Social Performance Task Force that has taken this work forward to develop the Universal Standards.

A social rating or the SPI-4 reporting tool can provide a useful starting point to identify the gaps. Or the starting point can be a specific issue related to, for example, reaching target clients, profiling client segments, dealing with client exit or specific client protection issues.

Practical application can include:
• Governance – the role of the board, the reports that the board needs to see, board decisions to balance the double bottom line
• Mission analysis for strategic objectives
• Monitoring depth of outreach and market segmentation
• Monitoring client satisfaction and client exit
• Compliance with the client protection principles
• Aligning internal audit to monitor social performance and client protection
• Aligning HR systems to social performance objectives
• Client outcomes management

The team has undertaken assignments of 12 months plus with MFI partners of OIkocredit in Uganda and Opportunity International in India.

Read more on understanding what SPM is and is not, and our end2end systems approach for implementing SPM:

Read more on client outcomes management:

“Overall I think it’s an excellent paper [Making the case for outcomes management]. I think it is really clear throughout and comprehensive with good examples. It’s still short enough to be easily read. Most importantly, it makes outcomes measurement seem essential and valuable – it shows how it can lead to improvements for the clients and the institution. This is exactly what is needed”.

Calum Scott, Global Impact Director, Opportunity International, Australia. September 2016

Contact our Vice President Nitin Madan, for more information.