1. Update on CERISE SPI, Social Audit Tool for MFIs Standards of Use & Certification Support tools: SAM / Research Social Performance Task Force, June 5

2. SPI, a social audit tool widely used 10 years of development, more than 500 audits mainly by Investors, Networks, TA providers Fully compatible with social indicators Aligned with International initiative: Smart CPP, Seal of Excellence, MFT, Universal Standards Concrete results Peer group analysis

3. In 2011, Standards of Use of SPI for quality & efficiency Principles  Free tool (but)…  … Collective improvements Standards of Use  Use the last/ standardized version  Follow the recommended processes for more efficient use and quality control  Trained staff with Certification Process  Full reporting to MFIs A Wiki Page to guide SPI users, open to comment

4. Active partners in ProsperA: SPI as an entry point for SPM and advocacy Latin America: reporting and work with the regulators Africa: networks and TA to improve practices: rural outreach, social reporting/dashboards, client protection, savings Asia: great push on social assessment from the national associations Europe: lessons from the South

5. Beyond SPI assessment Social Audit tool for MIVs (SAM) aligned with the Principles for Investors in Inclusive Finance  Assess and strengthen Social Strategy for Responsible investment (Oikocredit, I&P, Regmifa, Grameen Credit Agricole…) Decision Tree for Network developed with MFC/ Imp-Act  Empower Networks to develop demand-driven strategies in Social Performance Management.

6. Further Work in 2012 SPI on line & integrating fully the new Universal Standards for Social Performance: a pathway for easy reporting, & for improving practices Research on Impact : how to reconcile credibility and simplicity? Social Business: what can the Microfinance work on Social Performance and responsible investment can share with the Social Business?

7. Thank you for your attention ! Contact: cerise@cerise-microfinance.org http://www.cerise-microfinance.org