User Reviews of Social Performance Assessment Tools (SPTs)

Background2007 – SPTF & SEEP created Consumer’ Guide

to SPTs2008 – SPTF requests User Reviews

Social Ratings: MCRIL, MicroFinanza, MicroRate, Planet Rating

Social Audits: GRI, QAT, SPI 2008 – Ford Foundation & CGAP fund User

Reviews

Purpose of User ReviewsProvide potential users of SPTs with a

comparative review of tools based on the experiences of past users

Specific goals of the projectDevelop a User Review templatePublish 7 User ReviewsProvide user feedback to tool developers

Design Team: design, manage project

Advisory Committee: provide guidance to the Design Team, review the report draftsTool DevelopersDonorsInvestorsScholars

Review Teams: conduct reviewsTeam LeaderLocal Consultant (for each region)

Editorial Board: review, improve final reports

Tool AttributesCostDurationRobustnessUsefulnessAbility to CustomizeEase of UseBenefits

SP DimensionsMission ClarityAlignment of SystemsDecision makingGenderMember GovernanceNon-financial ServicesResponsibility to ClientsResponsibility to StaffResponsibility to CommunityResponsibility to EnvironmentOutreachFinancial Services

Completed Steps…Project designMethodology PilotOn-site Reviews / Off-

site ReviewsDrafting, Reviewing

Reports

…In progress/ To DoImproving user

samples (some SPTs)Final draftsFactual correctionsPublish reports (June)Develop website for

enhanced features (August)

I. User Review BackgroundII. Tool Description

• Developer Description• Reviewer Explanation

III. User Review• Tool Attributes• SP Dimensions

IV. Appendices:• Terms and Scoring Glossary• Comparative Review Matrix• Tool Outputs and Requirements

Questions/ Comments?Are there other tools for review?What other information will help you decide which

tools to use (for future reviews?)