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?)