Social Rating and Social Performance Reporting in Microfinance: Towards a Common Framework

This paper aims to develop a systemic format for social rating and social performance reporting in microfinance. The framework is divided into:

• Context:
  • Country and regional development indicators;
  • MFI profile and financial services.
• Process: Policies and strategies:
  • Social performance management;
  • Social responsibility to community, staff and environment.
• Results: Achievement of social goals:
  • Outreach;
  • Financial services;
  • Change.

The paper provides the context for understanding social performance. Further, it explains the parameters and indicators of social performance:

• Context information: it is important for describing key features of an MFI;
• Social performance management;
• Gender approach;
• Member governance;
• Non-financial services.

The paper concludes by mentioning:

• Available and additional data that needs to be made available;
• Short list of indicators for social rating by MFIs.