AMERMS Workshop 13: Cutting Edge in SPM (PPT by Ging Ledesma)

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FULL TITLE:
What is the Cutting Edge in Managing and Measuring Social Performance?
ROOM: Tsavo A
Translated session: English & French
PANEL:
Chair: Mr. Christian Loupeda, Director Imp-Act Consortium, Freedom from Hunger (FFH), USA
Panelist: Mr. Abebual Zerihun Demilew, Research Manager, BRAC, Uganda
Panelist: Ms. Refilwe Mokoena, Research & Development Manager, Small Enterprise Foundation
(SEF), South Africa
Panelist: Ms. Ging Ledesma, Manager of Social Performance, Oikocredit, The Netherlands

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  • makes it even more important for MFIs to manage and justify their social performance:
  • AMERMS Workshop 13: Cutting Edge in SPM (PPT by Ging Ledesma)

    1. 1. Oikocredit: Advancing Social Performance Management Ging Ledesma, Manager, Social Performance
    2. 2. Oikocredit <ul><li>Established in 1975 </li></ul><ul><li>Global Network, Local Presence </li></ul><ul><ul><li>9 Regional Offices </li></ul></ul><ul><ul><li>24 Country Offices </li></ul></ul><ul><ul><li>70 countries, 790 project partners </li></ul></ul><ul><li>Loans, Equity, Support for Capacity Building </li></ul>
    3. 3. Our Mission : Empower disadvantaged people with credit <ul><li>Diverse Portfolio </li></ul><ul><li>€ 474 mln end 2009 </li></ul><ul><li>48% in Local Currency </li></ul><ul><li>80% in Microfinance </li></ul><ul><li>15% in Africa; 18 countries </li></ul>
    4. 4. Oikocredit: Why SPM? Social Return & Accountability to our mission in choice of partners and enterprises supported
    5. 5. Larger context: honeymoon is over <ul><li>A Rapidly Changing Context </li></ul><ul><ul><li>Unprecedented growth and increasing competition </li></ul></ul><ul><ul><li>Commercialization </li></ul></ul><ul><ul><li>Private investment boom </li></ul></ul><ul><ul><li>Increasing skepticism of media, governments </li></ul></ul><ul><ul><li>Incidence of excesses, negative outcomes </li></ul></ul><ul><li>Social performance cannot be taken for granted </li></ul>
    6. 6. SPM - How? <ul><li>Choice of Partners </li></ul><ul><ul><li>Social & Financial Due Diligence </li></ul></ul><ul><ul><ul><li>Social Scorecard – 23 questions, 43 points, 4 areas: Outreach; Client Welfare & Benefit; Governance; Responsibility to Staff, Community, Environment </li></ul></ul></ul><ul><ul><ul><li>Interest Rate Discount for Extraordinary Social Performance </li></ul></ul></ul>
    7. 7. Scorecard: Outreach (30%)
    8. 8. Welfare & Benefit ( 30%)
    9. 9. Governance (20%)
    10. 10. Oikocredit - SPM <ul><li>Monitoring of Social Indicators </li></ul><ul><ul><li>Semi-annual updating internal database: average loan size, clients reached, portfolio breakdown by loan use, percentage of women clients, data on savings </li></ul></ul><ul><ul><li>Annual updating of social scorecard </li></ul></ul>
    11. 11. What can Oikocredit partners expect ? <ul><li>Social Audits, Ratings – link to Capacity Bldg. support </li></ul><ul><li>Enhanced reporting: SPS and MFTransparency, Oikocredit database </li></ul><ul><li>Support SPM integration </li></ul><ul><li>Support use of SPI and PPI </li></ul><ul><li>Collaborate in developing tools to measure change at client level </li></ul>
    12. 12. Thank you! Presentation Ging Ledesma Manager, Social Performance Oikocredit : Advancing SPM Event Microcredit Summit Nairobi, Kenya 08 April 2010

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