P1254156844QFynu

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Bosnia-Herzegovina
SPI and SPM Concepts, focus and collaboration
Anton Simanowitz and Cecile Lapenu
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Common points

• Common understanding of SP process and results
  anchored on mission
• Common view that social performance needs to be
  created by MFIs therefore better information
  needed to improve performance
• Common view that credible information about
  social performance needed for external
  stakeholders (donors, investors etc)

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Concepts
SPI assessing social performance SPM - management system
Change
Reaching Target Clients
Goals
Systems
Mission
Service Design Delivery
Objectives
Meeting Client Needs
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Concepts
Bosnia-Herzegovina
SPI SPM
Application of specific tool Develops existing systems Applies range of tools
Standardised Adapted to each MFIs context
Short term process very accessible Long term process requires commitment
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Focus
Bosnia-Herzegovina
SPI SPM
Reviews existing organisational systems Develops organisational systems
Internal or external process (one-off may be repeated) Internal process - systematised
Identifies process issues for MFI outcomes for donors Links internal information system to external need for reporting
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Use
Bosnia-Herzegovina
SPI SPM
Identifies issues to address to improve performance Systematic performance management informs decision-making
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Linking SPI and SPM.but keeping diversity

• SPI as route into SPM
• Very accessible learning process for
  organisation
• Develops interest in social performance issues
  highlights issues
• Many issues relate to management of social
  performance (social performance process)
• May lead to desire to be more systematic about
  managing performance

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Linking SPI and SPM

• Using SPI as part of SPM
• Explores effectiveness of existing systems
• Identifies key issues and priorities to develop
• Regular review of SPM system is needed
• SPI tool to review social performance

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Collaboration on training

• Making complementarities real
• Work together on planning processes (participate
  in each others meeting)
• Supporting MFIs that choose to further develop
  their social performance work
• Co-ordination at programme level
• Joint promotion and coordination in common
  countries

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Other collaboration

• Research on trade-offs governance
• SPI and SPM both give data on the financial and
  social performance of MFIs, how this is balanced
  and potential trade-offs
• Look for opportunities to include case-studies
  with MFIs implementing SPM and with SPI data
• Broader issues of how MFIs function
• Methodological issues eg. impact assessment