Measuring social performance

2 publications

• Co-operatives for Sustainable Communities Tools to Measure Co-operative Impact and Performance

  The Measuring the Co-operative Difference has commissioned a book exploring themes and tools related to measuring co-operative impact and performance.

  Edited by Leslie Brown, Chiara Carini, Jessica Gordon-Nembhard,, Lou Hammond-Ketilson, Elizabeth Hicks,, John McNamara, Sonja Novkovic, Daphne Rixon, Richard Simmons., The Centre for the Study of Co-operatives at the University of Saskatchewan, August 2015

• A guide to Social Return on Investment (SROI) (revised)

  The SROI Network (UK) Jeremy Nicholls, Ellis Lawlor, Eva Neitzert, Tim Goodspeed, The SROI Network (UK), January 2012

One video

• The Universal Standards for Social Performance Management (USSPM)

  December 2014

  Social performance Task Force

2 case studies

• Sustainable livelihoods through small scale agriculture: a case from Bangladesh

  Submitted to the Asian Solidarity Economy Council, on the occasion of the 5th RIPESS International Meeting of SSE, Manila, Philippines, October, 15-18, 2013.

  Shah Abdus Salam, October 2013

• The Social Performance of ASHI: a Participatory Assessment

  The SPI (Social Performance Indicators) initiative, now on its second phase, is testing the auditing tool developed in the first phase with selected MFIs in various parts of the world. The objectives of SPI Steering Committee in conducting this test are to check the accessibility, availability and reliability of the information provided, to define the questions precisely and to test the capacity of the tool to distinguish between different types of MFIs and different approaches to clients, in terms of social performances. One of those selected for an in-depth test of the social performance audit tool is Ahon Sa Hirap, Inc. (ASHI). ASHI engaged an external reviewer to administer the social performance audit. In the process, the external reviewer suggested adopting a participatory approach by involving the clients of ASHI in the external review. This report intends to describe this participatory approach to social performance assessment and to present the results of the experiment.

  Mila M. Bunker, February 2005

9 Analyses/working papers/articles

• Assessing the non-economic outcomes of social entrepreneurship in Luxembourg

  Economie et Statistiques Working papers du STATEC N° 75

  Francesco Sarracino, Andréa Gosset, July 2015

• Review of impact assessment methodologies for ethical finance

  Giacomo Pinaffo, Malcolm Hayday, Aurora Prospero, January 2015

  FEBEA

• Measuring the Co‐operative Difference: Community Impact and Member Engagement Towards a Resilient Society

  Final Report. Conference Tools to Measure Co-operative Performance and Impact, May 22-24 2014, Saint-Mary’s University

  John McNamara, May 2014

• Sowing the seeds of Solidarity Economy: Asian experiences

  Benjamin R. Quiñones, Jr., 2012

• Mission Drift in Microfinance, the influence of institutional and country risk indicators on the trade-off between the financial and social performance of microfinance institutions.

  Pim Engels, October 2009

• Report by the Commission on the Measurement of Economic Performance and Social Progress

  Joseph E. Stiglitz, Amartya SEN, Jean-Paul FITOUSSI, September 2009

• Fineurosol

  A project of European Label for solidarity finance. State of the art in several European contries and definition of a European label and indicators.

  December 2006

  Finansol

• A framework for Approaches to SROI

  Sara Olsen, Jeremy Nicholls and the SROI working circle, 2005

• Social Performance Indicators Initiative - Phase 2. Audit of the social performance of microfinance institutions: the definition of a tool

  Presentation of the second phase of the Social Performance Indicators Initiative, aimed at defining a tool for auditing the social performance of Microfinance Institutions (MFIs).

  October 2004

6 public contributions

• The “Stiglitz report”: A well-argued assessment, a questionable method, and proposals that are not up to current challenges

  A response by the FAIR forum (Forum for Other Indicators of Wealth) to the draft summary report issued by the Stiglitz Commission on alternative indicators to GDP

  July 2009

  FAIR

• Measuring social performance of micro-finance institutions

  Concept paper written for the WSSE Dakar, Senegal meeting (Nov 19-21, 2005).

  Cécile Lapenu, October 2005

• Social Performance Indicators initiative (SPI) - Questionnaire for MicroFinance Institutions (MFIs) v2.1

  This questionnaire on social performance is meant to bring additional information to financial assessments and to give a wider vision of MFIs performances.

  June 2005

• Operational Guide to the SPI Questionnaire

  The operational guide is designed as a companion manual to help MFIs and external reviewers wanting to complete the Social Performance Indicators initiative (SPI) questionnaire.

  June 2005

• Social Performance Indicators: an Overview

  Presentation on the Social Performance Indicators (SPI) made at the seminar: « Beyond growth worship: evaluation and indicators of real wealth » organized by Workgroup on Solidarity Socio-Economy (WSSE) Indicators workshop and AlterUqam, Quebec at the 2005 World Social Forum.

  Benjamin R. Quiñones, Jr., January 2005

• Measurement indicators for social performance

  First draft of criteria and Indicators for social performance in solidarity finance

  Yves Fournier, June 2003

Web sites :

• Pôle Microfinancement
• Le Portail de la Microfinance