1. Getting to Know the Seal of Excellence
Measure. Learn. Change
Webinar: 17 July 2012
Getting to Know the Seal of Excellence

2. Agenda What is the Seal of Excellence and where did it come from?
Answering your Questions
The Seal Name and Vision
Contact us!

3. What is the Seal?
* Graphic from SPTF.info PPT “Introduction to Social Performance”

4. What is the Seal? Seal of Excellence
* Graphic from SPTF.info PPT “Introduction to Social Performance”

5. Who leads the Seal?

6. Administrative Home

7. What does the Seal aim to achieve?
Positive and enduring outcomes for Poor Clients
Creating a learning environment to share poverty results best practices
Ensuring institutions’ poverty reduction mission is not at odds with their financial sustainability
Attracting more MFIs to make poverty reduction part of their mission

8. The Seal in Context Social Performance + Different Actors
Responsible Finance (Do No Harm)
Improve Clients’ Lives
Client Protection Principles
Social Performance
Smart Campaign
SPTF Universal Standards
Seal of Excellence
Institutional Commitment
MicroFinance Transparency +

9. Streamlined Social Performance
Seal of Excellence (Outcomes)
SPTF Universal Standards (Outputs)
Smart Campaign Client Protection Principles (Do No Harm)

10. Benefits of the Seal
Learning from institutions with poverty reduction missions that achieve results through the sharing of best practices and partnerships
Recognition for institutions who are successful in reaching the poorest clients
Funding for institutions who receive the Seal certification

11. Benefits Investors Networks and Associations
Microfinance Practitioners
Researchers and Support Organizations
Clients
Benefits

12. The Seal defines a journey
Learning Agenda:
Case studies of best practice
Partnering “Gold” institutions with “Bronze” institutions

13. Progress within the Seal
Community of Practice
Aspiring to the Seal
Emerging Practitioner
First Level
Certified Achievement
Second Level
Certified Leadership
Top Level

14. QUESTIONS?

15. The Future
Vision
A name and logo that draw clients in and capture the meaning of the Seal on a local and global scale

16. Naming the Seal Challenges Length “Seal” over-used?
Use of term “poverty” often does not sit well with clients, but need to keep poverty focus
Adaptability to local and global contexts
Adaptability for future “seals” for achievement in other social missions (gender, etc)
Window test – drawing clients in

17. The MFI Test
Seal of Excellence Certified Achievement in Poverty Outreach and Transformation

18. The Investor/Network Test

19. The Window Test

20. The Window Test

21. Social Enterprises and the Seal

22. Naming the Seal What do YOU think?
What name would you respond to? Your network members? Your investees and donors?
What about your clients?
What images would they be drawn to visually?
What works in your country? In a global context?
Suggestions?

23. Example Indicator 2.4
2.4 Results: Poverty Outreach at Entry Benchmarked (as relevant for country)
% <National poverty line
% <$1.25 at PPP
% < $2.5 at PPP
% < $5 at PPP
(or significant number) 
Disaggregate by gender as applicable

24. Example Indicator 3.3
3.3 Results: Clients Supported in Vulnerable Situations
% defaulters who are poor clients who ‘can’t pay’
% poor clients with rescheduled loans
% poor clients with savings products for emergencies
% poor clients with insurance intended to respond to important risks for them
% poor clients with payouts on such insurance, previous year
Disaggregate by gender as applicable

25. Megan Montgomery, JD Bergeron, Bridget Dougherty
We want to hear from you!
Megan Montgomery, JD Bergeron, Bridget Dougherty
Blog:
Facebook: Excellence/
Funding for the Seal of Excellence for Poverty Outreach and Transformation in Microfinance in 2011 and 2012 has been generously contributed by Ford Foundation, Dell Foundation and USAID.