1. Opportunity International
Are we performing?
Tatiana Peralta
September 2014

2. What is our purpose?
• Mission: By providing financial solutions and
training, we empower people living in poverty
to transform their lives, their children’s futures
and their communities
• Vision: a world in which all people have the
opportunity to achieve a life free from
poverty, with dignity and purpose.

3. What is our vision for social performance?
• We understand the needs of clients to
empower them to transform their lives.
• We ensure best practice in the delivery of our
services to protect our clients.
• We improve outcomes for clients, through
the use of consistent and comprehensive
social data, adjusting our products and
services as necessary.
• We communicate to our supporters the
benefits of our work, making us a network of
credible and accountable organisations.

4. Managing our Social Performance
• How well are we achieving our mission?
• What can we do to better achieve it?
SOCIAL
MISSION

5. Our strategy for social performance
• Has a core set of measures, which are consistent and
applicable across regions.
• Ensures best practice in the delivery of our services – using
the set of standards designed by the social microfinance
sector: USSPM & SMART (client protection)
• Provides technical assistance to build capacity in our
partners to collect, manage, report and use social data
• Is being rolled out gradually across regions, allowing for
cross partner collaboration and shared learning

6. A Social Performance Dashboard
Client
Outreach
Range of
Services
Client
Protection
Client
Best
practices
Satisfaction
External
Reporting
Client
Transfor-mation
Who are we
reaching?
What services
are we offering?
How are we
delivering these
services?
Are we meeting
Clients’ needs?
Implementation of
best practice as set
by USSPM
What are we
communicating to
external
stakeholders?
How are our services
transforming people’s
lives?

7. Best Practice
Client Protection Principles
1. Appropriate Product Design and
Delivery
2. Prevention of Over-indebtedness
3. Transparency
4. Responsible Pricing
5. Fair and Respectful Treatment
of Clients
6. Privacy of Client Data
7. Mechanisms for Complaint
Resolution

8. Building Capacity – towards best practice
EDA Rural, India
Africa, India and Philippines
Across all regions

9. A global roll out
By end of 2014, we will have rolled out SPM across 25 partners.
• India: 10 partners
• SE Asia: 4 partners
• Africa: 7 partners (by end of
this year)
• Eastern Europe: 2 partners
• Latin America: 2 partners (by
end of this year)
• Working towards best practice
• Collecting social data regularly
on a core set of indicators
• Actively using such data to
improve client outcomes
• Building a culture of
measurement to drive
performance
• Reporting on a set of social
indicators on a regular basis