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Guide / Toolkit

Series of SPTF Guidance Notes: Issues 1-6

Practical resources to help practitioners refine their Social Performance Management practices
Paper

Smallholder Diaries: Building the Evidence Base with Farming Families in Mozambique, Tanzania, and Pakistan

How do small-scale agricultural producers manage their money?
Paper

The Potential of Using Digital Financial Services for Savings Groups in Bangladesh

Insights for the development and efficient delivery of group savings products
Paper

The State of the Linkage Report: The First Global Mapping of Savings Group Linkage

Who are the financial service providers offering formal services to saving groups?
Paper

Understanding Demand, Driving Innovation: Smallholder Households and Financial Services

Drawing on information from financial inclusion generally and smallholder finance specifically
Paper

Voice of the Client: An Analysis of Client Satisfaction and Consumer Protection Across Four MFIs in Peru

Tracking client feedback to improve impact on the populations MFIs aim to serve
Paper

Zambia Financial Diaries: Interim Report

Shedding light on the financial behavior of low-income families
Case Study

Catalyzing Inclusive Financial Systems: Chile’s Commitment to Women’s Data

Valuable lessons on collecting and using sex-disaggregated data in the financial sector
Guide / Toolkit

Client Outcome Performance (COPE) Indicators Database and Instructions

Tool for compiling, monitoring and analyzing MFI clients' poverty levels and other data
Case Study

Client Voices Georgia Country Report - Client Protection and Microfinance in Georgia: A Responsible Market with Opportunities for Improvement

Findings and industry recommendations based on input from 1000 MFI clients