1. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE From Intent to Action: Resources to Pursue Responsible Inclusive Finance

2. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE Quiz: True or False? 3. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE True or False? The Universal Standards for Social Performance Management (USSPM) do not include the Client Protection Principles. 4. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE True or False? MFTransparencys tool draws a line where interest rates should be. 5. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE True or False? Joining the Truelift Community of Practice signifies commitment to positive and enduring change for people living in poverty. 6. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE * Producing a common data collection tool and data exchange platform to streamline data reporting for MFIs * Conducting industry mapping of TA providers and training resources to identify gaps in technical assistance for MFIs * Working with funders to support responsible inclusive finance infrastructure * Conducting joint workshops and trainings on responsible inclusive finance for multiple stakeholder audiences Responsible Inclusive Finance Working Group Collaborating to streamline efforts, avoid duplication and reduce confusion of the various resources and tools related to responsible inclusive finance. 7. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE Responsible Inclusive Finance is the provision of financial services in a way that targets excluded people, protects the interests of clients, and protects the mission and sustainability of the institution. Responsible Inclusive Finance 8. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE Responsible Inclusive Finance CLIENT PROTECTION SOCIAL PERFORMANCE MANAGEMENT Helps prevent clients from harm Assures transparent, respectful, and prudent financial services to all clients Ensures institutional focus on client well-being Measures progress against social goals Balances financial and social objectives Includes client protection Applicable to institutions with a double-bottom line Applicable to all financial institutions 9. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE Responsible Inclusive Finance CLIENT PROTECTION SOCIAL PERFORMANCE Social Performance Task Force Truelift Smart Campaign MFTransparency 10. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE Responsible Inclusive Finance CLIENT PROTECTION SOCIAL PERFORMANCE Social Performance Task Force Truelift Smart Campaign MFTransparency MISSION: To embed a set of client protection principles deep within the fabric of the microfinance industry RELATION TO RIF: Provides access to resources and tools to improve client protection FIRST STEP: Review the Client Protection Principles and complete a self- assessment 11. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE Responsible Inclusive Finance CLIENT PROTECTION SOCIAL PERFORMANCE Social Performance Task Force Truelift Smart Campaign MFTransparency MISSION: To address the lack of transparency in MF product pricing RELATION TO RIF: Improving product pricing transparency will boost client protection FIRST STEP: Use MFTransparencys Calculating Transparent Pricing Tool to evaluate true prices of products 12. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE Responsible Inclusive Finance CLIENT PROTECTION SOCIAL PERFORMANCE Social Performance Task Force Truelift Smart Campaign MFTransparency MISSION: To engage with MF actors to develop and disseminate practices for social performance management RELATION TO RIF: Created the Universal Standards for Social Performance Management, which provides a framework for social performance management FIRST STEP: Analyze current practices against the Universal Standards for Social Performance Management 13. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE Responsible Inclusive Finance CLIENT PROTECTION SOCIAL PERFORMANCE Social Performance Task Force Truelift Smart Campaign MFTransparency MISSION: To renew focus on the pro-poor objective of MF RELATION TO RIF: Provides roadmap through Universal Standards for Social Performance Management for MFIs focused on reducing poverty or that have poor clients FIRST STEP: Sign up, join the community of practice, complete a self-assessment 14. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE Learn Assess Plan Implement Demonstrate RIF Pathway: From Intent to Action SOCIAL PERFORMANCE CLIENT PROTECTION POVERTY FOCUS 15. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE True or False? The Universal Standards for Social Performance Management (USSPM) are standards for social outcomes all financial institutions should achieve. 16. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE Learn Assess Plan Implement Demonstrate SOCIAL PERFORMANCE Universal Standards for Social Performance Management Principles for Investors in Inclusive Finance CLIENT PROTECTION POVERTY FOCUS Smart Campaign Client Protection Principles MFTransparency 10 Steps for Pricing Transparency Truelift Pro-Poor Principles Progress out of Poverty Index (PPI) RIF: From Intent to Action Who should be involved? Board members, management, field officers 17. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE Learn Assess Plan Implement Demonstrate RIF: From Intent to Action SOCIAL PERFORMANCE CLIENT PROTECTION POVERTY FOCUS SPI-4 Audit Tool MIX Market regional reports, cross-market analysis and social performance analysis Smart Getting Started Questionnaire Smart Assessments MFT Calculating Transparent Pricing Tool v2.2 Truelift Self-Assessment PPI Standards of Use Assess Who should be involved? Board members, management 18. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE Learn Assess Plan Implement Demonstrate RIF: From Intent to Action Develop an action plan create priorities This includes: Defining mission, target clients and social goals Incorporating plan into board agenda Incorporating SPM plan into overall business plan Collaborate with regional and national networks for training and peer-learning Connect with technical assistance providers ALL TRACKS Plan Who should be involved? Board members, management 19. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE Learn Assess Plan Implement Demonstrate RIF: From Intent to Action SOCIAL PERFORMANCE CLIENT PROTECTION POVERTY FOCUS Universal Standards Implementation Series SPTF Resource Center case studies, templates Report data to MIX Smart tools Report pricing through MFT Data Collection Tool Truelift Community of Practice PPI Resources and Case Studies Implement Who should be involved? Board members, management, field officers 20. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE True or False? Every financial institution should be certified in client protection. 21. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE True or False? PPI users may change or replace an indicator on the scorecard to make the survey more relevant and accurate for a particular geographical region. 22. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE Learn Assess Plan Implement Demonstrate RIF: From Intent to Action SOCIAL PERFORMANCE CLIENT PROTECTION POVERTY FOCUS Social ratings Microfinance Institutional Rating MIX Star MFI Recognition Smart Campaign Client Protection Certification Smart Assessment MFTransparency Seal of Transparency Truelift Milestones (Aspirant, Emerging, Achiever, Leader) PPI Certification Demonstrate Who should be involved? Board members, management 23. #17MCSum mit 17TH MICROCREDIT SUMMIT GENERATION NEXT: INNOVATIONS IN MICROFINANCE Q&A