Social Performance Metrics for Microfinance Institutions Training Course

Introduction

The Social Performance Metrics for Microfinance Institutions Training Course is designed to help professionals in the microfinance sector understand, measure, and manage the social outcomes of their operations. In today’s financial inclusion landscape, institutions are expected to balance profitability with their mission of creating positive social change. This course equips participants with the frameworks, tools, and methodologies required to assess social impact and align strategies with client welfare objectives.

By integrating global best practices and practical approaches, this course ensures participants can effectively monitor client outcomes, strengthen accountability, and improve institutional transparency. Through interactive modules, learners will gain the ability to track performance indicators, assess outreach quality, and implement strategies that align with the dual goals of financial sustainability and social impact.

Duration: 10 Days

Target Audience:

  • Microfinance managers and practitioners
  • Social performance management officers
  • Monitoring and evaluation specialists
  • Development finance professionals
  • Policy makers and regulators
  • Researchers and academicians in financial inclusion
  • Consultants and advisors in microfinance
  • Social enterprise leaders
  • Donor and funding agency representatives
  • Client relationship and product development officers

Course Objectives:

  1. Understand the importance of social performance in microfinance
  2. Identify and apply key social performance indicators
  3. Develop effective social performance management frameworks
  4. Integrate client protection principles into microfinance practices
  5. Use tools and methods to assess client outcomes
  6. Align institutional goals with social mission objectives
  7. Strengthen accountability and transparency in reporting
  8. Monitor and evaluate outreach quality and depth
  9. Balance financial and social performance for sustainability
  10. Design action plans for improved social performance management

Course Modules:

Module 1: Introduction to Social Performance in Microfinance

  • Defining social performance
  • Importance of measuring social outcomes
  • Balancing financial and social goals
  • The role of MFIs in social impact
  • Global perspectives on social performance

Module 2: Social Performance Management Frameworks

  • Key components of SPM
  • Institutional alignment with mission
  • Developing policies for social performance
  • Staff roles in SPM implementation
  • Case studies in SPM adoption

Module 3: Social Performance Indicators

  • Defining core social indicators
  • Client outreach and poverty targeting
  • Client satisfaction measurement
  • Measuring changes in quality of life
  • Using indicators for decision-making

Module 4: Client Protection Principles

  • Overview of client protection standards
  • Avoiding over-indebtedness
  • Transparency in financial services
  • Fair treatment of clients
  • Strengthening client trust

Module 5: Monitoring and Evaluation of Social Outcomes

  • Tools for social performance monitoring
  • Data collection techniques
  • Designing M&E frameworks
  • Linking M&E to decision-making
  • Reporting and communication of outcomes

Module 6: Poverty Measurement Tools

  • Overview of poverty assessment tools
  • Progress out of Poverty Index (PPI)
  • Household surveys for poverty assessment
  • Integrating poverty tools into operations
  • Interpreting and applying results

Module 7: Gender and Social Performance

  • Gender-sensitive indicators
  • Measuring women’s empowerment
  • Gender equity in access to finance
  • Designing inclusive products
  • Tracking gender-related outcomes

Module 8: Impact Assessment in Microfinance

  • Difference between monitoring and impact assessment
  • Methodologies for impact studies
  • Using qualitative and quantitative tools
  • Longitudinal assessment approaches
  • Best practices in impact evaluation

Module 9: Data Management for Social Performance

  • Importance of reliable data
  • Designing social data systems
  • Ensuring data quality and integrity
  • Data analysis for social reporting
  • Using technology for data management

Module 10: Aligning Social and Financial Performance

  • Understanding trade-offs and synergies
  • Building balanced scorecards
  • Linking financial sustainability to social mission
  • Case studies of integrated reporting
  • Institutional strategies for alignment

Module 11: Transparency and Accountability in Social Reporting

  • Importance of transparent reporting
  • Communicating results to stakeholders
  • Global reporting standards
  • Ensuring accountability to clients and donors
  • Tools for effective reporting

Module 12: Governance and Leadership in Social Performance

  • Role of leadership in SPM
  • Building governance structures for accountability
  • Board-level oversight of social goals
  • Integrating SPM into institutional culture
  • Leadership best practices

Module 13: Using Social Performance for Product Innovation

  • Designing client-focused products
  • Leveraging social data for product development
  • Inclusive product design methodologies
  • Aligning products with client needs
  • Innovations driven by social insights

Module 14: Partnerships and Social Performance Enhancement

  • Working with NGOs and donors
  • Building partnerships for impact measurement
  • Public-private collaborations for social goals
  • Leveraging networks for outreach expansion
  • Partnership success case studies

CERTIFICATION

  • Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Certificate

TRAINING VENUE

  • Training will be held at Macskills Training Centre. We also tailor make the training upon request at different locations across the world.

AIRPORT PICK UP AND ACCOMMODATION

  • Airport Pick Up is provided by the institute. Accommodation is arranged upon request

TERMS OF PAYMENT

Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com

For More Details call: +254-114-087-180

 

 

Social Performance Metrics For Microfinance Institutions Training Course in Moldova, Republic of
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