Opportunity International Are we performing?

Tatiana PeraltaSeptember 2014

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.

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.

Managing our Social Performance

SOCIAL MISSION

• How well are we achieving our mission?

• What can we do to better achieve it?

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

Client Outreach

Range of Services

Client Protection

Client Satisfaction

Client Transfor-mation

External Reporting

Best practices

A Social Performance DashboardWho are we

reaching?

What services are we

offering?

How are we delivering

these services?

Are we meeting Clients’ needs?

How are our services transforming people’s

lives?

What are we communicating

to external stakeholders?

Implementation of best practice as

set by USSPM

Best PracticeClient 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

Building Capacity – towards best practice

EDA Rural, IndiaAfrica, India and Philippines

Across all regions

A global roll out

• 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)

By end of 2014, we will have rolled out SPM across 25 partners.

• 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