Feedback from Breakout Sessions
Social Performance Task Force
Annual Meeting
June 2012
Key actions
Engagement with internal stakeholders
- board, management, employees, clients
Engagement with external stakeholders
- Government, regulators, central bank, public, MFIs,
networks, investors, raters, SPTF, microfinance sector
SWOT – assessment of gaps and opportunities
Strategic/business plan – aligning to SPM; embedding in each
department
If you perform against the plan you will have implemented
USSPM
Product re-development
Systems alignment – HR, internal audit, business appraisal etc
to facilitate implemetnation
Measurement: management information and outcomes for
clients
Barriers
• Need to believe in benefit or just a burden –
everyone
• Getting buy-in to drive the process
• Resistance to change
• Extent of changes potentially huge
• Challenge of measurement and reporting –
overwhelming
• In some contexts reputation and belief in MF
• No space given pressure of current work/targets
MFI Actions
• Low hanging fruit – focus on small number of
easy/high impact issues (use gap analysis)-> achieve > inspire: prioritisation
• Allocate specific standards to different managers
(implications for each department)
• Field staff need to know value of effort
• Monitoring of implementation
• Strengthen relationship with customers
Stakeholder support
• Networks: need to listen and be responsive to the
needs of their members
• Investors: integrate USSPM into their approach;
coordinate format for business plan and reporting;
provide TA as well as money
• Regulation: already requires some stds in some
countries – opportunities in others?
• Need way to benchmark/assess where you are
(diagnostic)
• External facilitation needed – require list of providers
• Training for Boards
• Certification/rating
Next 3 – 6 months
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Gap analysis/SP assessment
Discussion with Board & senior management
Structure a plan for SPM
Build staff commitment/training
Revise staff incentives
Client feedback
Staff satisfaction
Integrate into operational plans
PPI
External assessment/rating/certification
Start with CP
Documentation, national seminar, internal
communication, selection of new Board member
Retours des Réseaux
Francophones
Utilité des Standards
• Fixer un état des lieux, un cadre de référence
pour un langage commun
• Définir une feuille de route
• Base pour l’appui des membres,
– mais nécessité de fixer des priorités et de
s’adapter à des situations différentes (national,
IMF)
• Attention: pas encore gravé dans le marbre
(pratiques), travailler sur la mise en oeuvre
Mise en oeuvre
• Diagnostic (feedback sur les standards, état des pratiques,
standards difficiles)
• Sensibilisation => Adhésion, appropriation
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IMF
Autorités
Régulation (travailler sur les processus plutôt qu’indicateurs)
Bailleurs
• Stratégies nationales (suivi social + actualisation)
• Accompagnement/ Plans d’action
– “quick wins” / Priorités/ liens avec ratios prudentiels
– Déclinaison Direction/ cadres intermédiaires/ agents de crédit
Besoins
• Diagnostic: questionnaire
• Sensibilisation:
– Argumentaire
– Intégration des standards dans le matériel (diapo,
Formation, etc.) POUR TOUS (sptf + membres)
• Accompagnement: identifier les “quick wins”
• Régulation: partager des données sociales
• Coordination entre les acteurs/ inscription des
actions en ligne avec les Standards => langage
commun
– Cerise, Cgap, DID, EDM, Grameen Foundation, Imp-Act,
Mision Africa, Mix, Oikocredit, Planetfinance, Terrafina,
Seep, Sp start-up fund, etc.
Résultats attendus (1 an)
• Contact avec les autorités
• Adhésion des pouvoirs publics, des réseaux, des
IMF
• Expérimentation (les “quick wins” + travail en cours
dans le cadre des Standards – exemple des
Conventions collectives en Afrique de l’Ouest)
• Echanges des meilleurs expériences pour guider
l’implémentation des pratiques essentielles des
standards
Social Performance Working Group
for Networks
platform for collective action to advance social performance,
50+ national, regional, and global networks
http://www.seepnetwork.org/social-performance-working-group-for-associationspages-217.php
Report back to Plenary- Action Plan
June 7, 2012
Priority Actions
• Reflected on how the Standards are useful in
our work
• Identified 16 distinct action items for next 12
months
• Prioritized the top 6
• Identified the support needed from other
stakeholder groups.
Top 6
• Locally driven communications campaign to promote local
ownership and buy in of Standards.
• Engagement with local network boards (MFI leaders).
Review of network strategy to incorporate SP.
• Prioritize Standards according to local needs to better
target support to members
• Organize local multi-stakeholder meetings/ committees to
promote local dialogue and leadership.
• Create action plan for network for implementation of
Standards.
• Conduct organizational diagnostics using Standards
framework to highlight good practices, focus future
technical support, and promote knowledge sharing.
What is needed from others
• Support the leadership of local networks.
Networks as focal point. International actors,
donors, investors need to coordinate countrylevel activities in SP with local networks to
ensure consistent messaging, avoid
duplication of efforts, ensure responsiveness
to locally detected needs and perspectives,
support a coherent process for industry
building.
What is needed from others?
• International entities with local presence
including affiliates of global networks should
inform staff of role/ plans of local networks to
ensure coordination and collaboration.
• Support in development, sharing of effective
marketing strategies/ materials
• Access to social audit tools that are aligned
with Standards
What is needed from others?
• Training of local staff in capacity building tools
and services
• Alignment of messages to local MFIs from
different stakeholders (investors, donors,
technical assistance provider, and networks
• Regional representatives from networks play
advocacy/ ambassador role to other national
networks and their membership on behalf of
SPTF.
What is needed from others?
• Support in accessing/ implementing
appropriate data collection tools
• Donors/ technical assistance providers
working with local MFIs should avoid “project
focus” approaches and support more
institutionalization.