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SPI 4 now in beta testing! See here!
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SPI Guide v3.3
Welcome to the SPI guide!
The Social Performance Indicators (SPI) social audit tool was created by CERISE.
BEFORE IMPLEMENTING THE SPI TOOL PLEASE READ, UNDERSTAND AND AGREE TO THE FOLLOWING TERMS AND CONDITIONS :
SPI Terms and Conditions
HOW TO IMPLEMENT THE SPI TOOL ? FOLLOW THE STANDARDS OF USE AS SET OUT BELOW:
SPI Standards of Use
FOR ANY GUIDANCE REGARDING A SPECIFIC QUESTION WITHIN THE SPI, VISIT THE APPROPRIATE SECTIONS BELOW
Contact Information
Part I : Profile, Social Strategy & Governance
Part II - Dimension 1 : Targeting and Outreach
Part II - Dimension 2 : Products and Services
Part II - Dimension 3 : Benefits to Clients
Part II - Dimension 4 : Social Responsibility
FOR ANY HELP REGARDING A TECHNICAL ISSUE / BUG WITH THE SPI QUESTIONNAIRE, SEE THE PAGE BELOW:
Frequently Reported Bugs
If you need to cross reference a list of questions based upon their relevance to specific staff members of a Field Partner, choose from the following list:
Loan Officers
Head of Human Resources
Regional Managers
Focus Groups
Clients
Field Staff
If you are looking for a cross reference of questions based upon relevance to a particular source of information, choose from the following list:
MIS
Statements by Management
If you have any further questions, feel free to leave them in the comments section, or send CERISE an email.
Thanks!
Other helpful links:
Relevant Weblinks
General Tips
CERISE wants to thank the ProsperA members for their contribution to the content of this page, especially KIVA, Oikocredit, ForolacFR, and the Grameen-Crédit Agricole Foundation, and Liechtenstein Development Service (LED) for their active support.
Comments (5)
Nora Bali said
at 10:54 am on Sep 18, 2011
Hello again,
just a quick question if I may- when talking to field staff and branch managers or even regional managers (not as part of a focus group)- how many should I best talk to? the MFI I'm going to has 15 branches.. what is the percentage or the number I should do? Should I talk to 10 out of 15 branch managers for example? How many field staff in each branch? I don't know how many there are yet, but should I follow a percentage.. or just to talk to a few randomly?
Many thanks,
Nora
Marie Anna Bénard said
at 9:05 am on Sep 19, 2011
Dear Nora,
Thank you for your question.
It is not required to talk to every branch managers and field staff as the idea is not to draw a representative sample for quantitative studies.
You can talk to a small number of staff, as long as it gives you a clear and diverse picture of the knowledge and practices in the MFI.
It could be interesting to get insights from branches with different profiles (i.e. small/big, rural/urban, etc.), but also different types of staff (new/senior staff), so you can get a qualitative
comprehension of different points of view.
Also, as far as possible, try to independently choose the people you will talk to, and avoid having them assigned by the MFI.
I hope it helps.
Good luck !
Marie Anna
Nora Bali said
at 2:39 am on Oct 4, 2011
Hello Marie
I'm sorry to keep bothering you with my questions. Its just that suddenly I am not quite sure what you mean by 'Field Partner'? so for example under clients fit is mentioned; 'if I'm planning to talk to a field s partner client'...
Also, there are some questions that I can ask to clients for cross checking- but there are also questions for focus groups. aren't the focus groups also intended to be with the MFI clients? If yes, what is the difference then between the questions to clients and to the focus group.
Many thanks. I have arrived in India 3 days ago and all is going well so far. I will start visiting branches next week as they are closed for a few day this week for their 'Durga Puja' festival.
Best,
Nora
Marie Anna Bénard said
at 6:01 am on Oct 4, 2011
Hello Nora,
"Field partner" actually designates the MFI in which you are implementing the SPI tool.
Focus groups can be organized with the MFI clients, but also with the staff. You'll be able to find some guidelines regarding focus groups here: http://spiwikiv3point3.pbworks.com/w/page/41438059/Implementation%20Phase.
Have a great experience there, and feel free should you have any further questions.
Best,
Marie Anna
Nora Bali said
at 9:39 pm on Oct 5, 2011
Many thanks Marie!
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