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					Social Performance Task Force
Database of Technical Assistance Providers in Social Performance Management for Microfinance Institutions

                                                      Identifying Information                                                                                                                                                                                                                                   Training                                                                                                                                                                                   Experience/ Interest in Providing TA in These Areas:                                                                                                                                                                                                                                                                                                                                                Contact Information
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 Analysis of existing                                                                                                                                                                                           Support for
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 strategy, processes    Strategic planning   Non-financial    Information                                                                                                                                       implementing
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Social                                                             and systems to         to more clearly      services (e.g.   systems and    Qualitative         Quantitative        Staff issues,                                                                              process and
                                                                                           Primary countries                                                                              For those who learned on the job, primary roles and                                                                                                                                                                                                                                                                                 performance                                          Impact        identify areas for     define mission,      education        computerized   research and        research and        incentives, and   Responsibility to   Responsibility to   Responsibility to                change                                                                      Mailing                                             Materials posted online related to your
Last name                First name      Current title            Institution              of operation      Languages                      Formal training received                      responsibilities related to social performance                             Other experience                                                                                                                                                                           Tools used                                 Market research    assessment tools   Social audits    Social ratings   assessments   improvements           goals and strategy   program)         MIS            analysis on clients analysis on clients human resources   clients             the environment     the community       Governance   management     Email Address(es)                 Telephone                  Address(es)              Website(s)                 SP work                                 Other
                                                                                                                                            1) Formation sur l’outil « Progress out of
                                                                                                                                            Poverty™ » de la Fondation Grameen;
                                                                                                                                            2) Formation sur les « Social Performance
                                                                                                                                            Indicators (SPI) » de CERISE;
                                                                                                                                            3) J'ai suivi les cours de la Performance                                                                                1) J'ai eu les connaissances de base à l'école et l'expérience sur le terrain;                                                                                                             « Social Performance Indicators (SPI) »
                                                                                                                                            sociale et la gestion de la Performance       Je suis assistant à la responsable des Etudes d'Impact et de               2) J'ai déjà travaillé avec des IMF dans le domaine de la performance sociale / gestion de la performance sociale.                                                                         de CERISE, Outil « Progress out of
                                                                                                                                            Sociale à l'IRC de Montpellier ex CNEARC      Performance Sociale de l'ONG AQUADEV, formation sur la                     3) J'ai déjà effectué des évaluations globales des IMFs: MECREF, TAANADI, KOKARI au NIGER;                                                                                                 Poverty™ », Formation « Poverty
                                                                                                                                            option ECODEV: Economie du                    performance sociale, puis administration du                                4) J’ai participé au développement de stratégies et de processus de gestion pour les institutions suivantes: KOKARI;                                                                       Assessment Tool (PAT) » de                                                                                                                                                                                                                                                                                                                                                                                                                                                      Sur KOKARI, MECREF en cours de rédaction du
ADAMOU                   Hamadou         Assistant Technique      AQUADEV                  NIGER                   Français                 Développement et Politiques Publiques         Questionnnaire,traitement des données et Rédaction du Rapport              5) Autre experience: Je parle de ça de façon informelle à des amis chef d'entreprise
                                                                                                                                                                                                                                                                     1a) 2001-2004: Recibí de capacitación del Programa Imp-Act, como representante de FINRURAL 1b) 2005: Recibi capacitación de CERISE para la aplicación piloto de la SPI en Pro
                                                                                                                                                                                                                                                                                                                                                                                                                                                                USAID/IRIS                                        X                   X                                                   X                X                     X                   X                              X                   X                                      X                   X                   X                 X                                                                                                           www.aquadev.org            Rapport
                                                                                                                                                                                                                                                                     Mujer Bolivia y Diaconia-FRIF 1c) 2006-2009: Recibi capacitación del Consorcio Imp-Act como consultora contratada para la ejecución de los estudios de caso de Pro Mujer Bolivia y
                                                                                                                                                                                                                                                                     Crecer;                                                                                                                                                                                    Herramienta de Indicadores de
                                                                                                                                                                                                                                                                     2) He llevado a cabo evaluaciones integrales para las siguientes instituciones: Auditorías Sociales y Asistencia T écnica en GDS ejecutada por la Fundación PROFIN, Bolivia: Crecer: SPI   Desempeño Social ("Social
                                                                                                                                                                                                                                                                     (2006), QAT (2008), GDS (2008). Pro Mujer Bolivia: SPI (2006), QAT (2008), GDS (2008) Diaconia-FRIF: SPI (2009), GDS (2009) Aned: SPI (2006) Fades: SPI (2006) Fondeco:
                                                                                                                                                                                          Soy responsable del Area de Servicios de Consultoría en                                                                                                                                                                                                               Performance Indicators", SPI) de
                                                                                                                                                                                                                                                                     SPI (2006) Cidre: SPI (2006) Pro Rural: SPI (2006) Fundación Prodem: SPI (2006) Idepro: SPI (2006) FFP FIE: SPI (2006);
                                                                                                                                                                                          Desempeño Social de la Fundación PROFIN. Brindamos dos tipos de            3) He realizado los siguientes: 1) Estudio de Impacto de Pro Mujer Bolivia. FINRURAL. Bolivia. 2003. 2) Estudio de Impacto de Crecer. FINRURAL. Bolivia, 2003. 3) Estudio de               CERISE, Herramienta de Auditoría de
                                                                                                                                                                                          servicios: 1) Evaluación Externa del Desempeño Social, aplicando las       Impacto de FADES. FINRURAL. Bolivia. 2003 4) Estudio de Impacto del FFP ECO FUT URO. FINRURAL. Bolivia. 2003 5) Estudio de Impacto de del FFP FIE. FINRURAL. Bolivia.                      calidad ("Quality Audit Tool", QAT),
                                                                                                                                                                                          herramientas de auditoria social SPI/CERISE y QAT/MFC y                    2003 6) Estudio de Impacto de DIACONIA-FRIF. FINRURAL. Bolivia. 2003 7) Estudio de Impacto de CAC Comarapa. FINRURAL. Bolivia. 2003 8) Estudio de Impacto de CAC                           Herramienta de Indice de Avance para                                                                                                                                                                                                                                                                                                                                                                                        Achumani. Calle 28 B
                                                                                                                                                                                          ejecutando estudios de impacto y satisfacción de clientes y 2)             T rinidad. FINRURAL. Bolivia. 2003 9) Estudio de Impacto de ADIM. PROMIFIN. Nicaragua. 2005 10) Estudio de Impacto del FDL. PROMIFIN. Nicaragua. 2005 11) Estudio de                       Salir de la Pobreza (Progress out of                                                                                                                                                                                                                                                                                                                                                                                        Nro. 4 La Paz Bolivia                               www.ids.ac.uk/impact/summaries_2010/CaseStud
                                                                                                                                                                                                                                                                     Impacto de FUNDESER. PROMIFIN. Nicaragua. 2005 12) Estudio de Impacto de PRODESA. PROMIFIN. Nicaragua. 2005 13) Estudio de Impacto de BANHCAFE. PROMIFIN.
                                                                                                                                                                                          Asistencia técnica en Gestión del Desempeño Social, basada en el           Honduras. 2005 14) Estudio de Impacto de FINSOL. PROMIFIN. Honduras. 2005 15) Estudio de Impacto de CACIL. PROMIFIN. Honduras. 2005 16) Estudio de Impacto de
                                                                                                                                                                                                                                                                                                                                                                                                                                                                Poverty, PPI™), Herramientas                                                                                                                                                                                                                                                                                                                                                                                                Fundación Profin.        www.fundacion-             y_Summary_CRECER_2010.pdf,
                                         Oficial Desempeño                                 Bolivia, Latino                                  Introducción a la GDS Imp-Act, taller de      enfoque del Consorcio Imp-Act y enfoques de responsabilidad                FUNDAHMICRO impact study. PROMIFIN. Honduras. 2005 17) Estudio de Impacto de CRECER. FINRURAL. Bolivia 2006 18) Estudio de Impacto del Componente Financiero del                           MicroSave, Herramienta SEEP/AIMS,                                                                                                                                                                                                                                                                                                                              ialiaga@fundacion-profin.org,     591 2 2430859, 591 2       Casilla 01002. La Paz,   profin.org,                www.ids.ac.uk/impact/news/PMB_SPM_in_Pract Skype name:
Aliaga                   Irina           Social                   Fundación PROFIN         America en general      Inglés, Español          medio día o un día                            social.                                                                    Programa Piloto de Quinua. Fundación PROFIN. Bolivia. 2008 19) Estudio de Impacto del Componente Financiera del Programa de Biocomercio Sostenible. Fundación PROFIN.                      Clasificación social M-CRIL                       X                   X                  X                X               X                X                     X                                   X              X                   X                  X                   X                   X                   X                 X                     irinaaliaga@hotmail.com           2713476                    Bolivia                  www.finrural-bo.org        ice.pdf                                      irinaaliaga
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                http://www.cerise-
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                microfinance.org/IMG/pdf/Social_Performance_R
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                eport_ACC_Smilian_FA_ENG.pdf
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                http://www.cerise-
                                                                                                                                                                                                                                                                     In cooperation with Cerise I conducted a survey with the SPI 3.1 and 3.2 questionaire.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     microfinance.org/IMG/pdf/Social_Performance_R
                                                                                                                                                                                                                                                                     I have spoken on this topic at conferences/ workshops.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     eport_ACC_Maritza_Invest_FA_ENG.pdf
                                                                                                                                                                                                                                                                     I have been involved with publishing materials on this topic.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              http://www.cerise-
                                                                  Institute of                                                                                                                                                                                       I participated in a formal training on some aspect of social performance.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  microfinance.org/IMG/pdf/Social_Performance_R
                                                                  Agricultural                                                                                                                                                                                       I learned through direct mentoring or guidance, such as one-on-one support.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                eport_ACC_Perelik_FA_ENG.pdf
                                                                  Development in                                                                                                                                                                                     I taught myself using a combination of industry materials and direct experience.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           http://www.cerise-
                                                                  Central and Eastern                                                       CERISE Social Performance Indicators (SPI) conduction of survey, target group interviews, complementary                  I learned on the job—social performance is a key part of my work.                                                                                                                          CERISE Social Performance Indicators                                                                                                                                                                                                                                                                                                                                                                                                                                            microfinance.org/IMG/pdf/Social_Performance_R
Amersdorffer             Florian         PhD student              Europe                   Bulgaria, Germany       English, Bulgarian       tool training                              training of managers to apply the SPI tools                                   I conducted the external audit on social performance of Bulgarian Agricultural Credit Cooperatives                                                                                         (SPI) tool                                        X                   X                  X                X               X                X                     X                                                  X                   X                                      X                   X                   X                 X             X                                                                                             www.iamo.de                eport_ACC_Doverie_FA_ENG.pdf
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                http://microsave.org/briefing_notes/india-focus-
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                note-33-why-do-microfinance-clients-take-
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                multiple-loans;
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                http://microsave.org/briefing_notes/india-focus-
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                note-39-diagnosing-financial-stress-in-group-
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                methodology;
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                http://microsave.org/briefing_notes/briefing-note-
                                                                                                                                                                                        1) Leading the SPM practice group at MicroSave                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          91-the-overlap-between-customer-service-and-
                                                                                                                                            1) Grameen Foundation Progress out of       2) I have experience performing holistic assessments of MFIs that                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       social-performance-manageme;
                                                                                                                                            Poverty™ Tool training;                     include a SP or SPM component: Building social indicators,                                                                                                                                                                                                              1) CERISE Social Performance                                                                                                                                                                                                                                                                                                                                                                                                                                                    http://microsave.org/briefing_notes/briefing-note-
                                                                                                                                            2) MicroSave's SPM Toolkit                  assessing client protection and incorporating the same in IAC                                                                                                                                                                                                           Indicators (SPI) tool,                                                                                                                                                                                                                                                                                                                                                                                                                                                          90-integrating-social-performance-management-
                                                                                                                                            Yes, my skills have been formally assessed: function - Arohan                                                     1) My academic dissertation was around SPM/social returns                                                                                                                                         2) Progress out of Poverty™ Tool,                                                                                                                                                                                                                                                                                                                                                                                                                                               into-governance-of-mfis;
                                                                                                                                            the training from GF was using TOT          3) I have experience performing at least one of the following: impact 2) I learned through direct mentoring or guidance, such as one-on-one support.                                                                                                                    3) MicroSave tools,                                                                                                                                                                                                                                                                                                                                                                                                                                                             http://microsave.org/briefing_notes/briefing-note-
                                                                                                                                            method...so my skills in delivery the PPI   assessments, client assessments, market research: Conducted market 3) I taught myself using a combination of industry materials and direct experience.                                                                                                                  4) Smart Campaign evaluation of client                                                                                                                                                                                                                                                                                                                         yamini@microsave.net                                                                                             89-integrating-social-performance-management- Skype name:
Annadanam                Veena Yamini    Senior Analyst                                    India                   English, Hindi           training were assessed                      research in various organisations                                     4) I have been involved with publishing materials on this topic.                                                                                                                                  protection                                        X                                      X                                                 X                     X                   X                              X                                                          X                                                         X             X       yamini.avk@gmail.com                            9963088847                                                       into-strategic-business-pl                         yamini.veena
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             http://www.centerforfinancialinclusion.org/Page.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                Herramienta de Indicadores de                                                                                                                                                                                                                                                                                                                                                                                                                                                aspx?pid=1501,
                                                                                                                                            1) Formación de Formadores Imp-Act                                                                                                                                                                                                                                                                                  Desempeño Social ("Social                                                                                                                                                                                                                                                                                                                                                                                                                                                    http://www.centerforfinancialinclusion.org/Page.
                                                                                                                                            (Training of Trainers), formación de cuatro                                                                                                                                                                                                                                                                         Performance Indicators", SPI) de                                                                                                                                                                                                                                                                                                                                                                                                                                             aspx?pid=1744,
                                                                                                                                            días;                                                                                                                                                                                                                                                                                                               CERISE, Evaluación SMART - 6                                                                                                                                                                                                                                                                                                                                                                                                                                                 http://www.smartcampaign.org/storage/documen
                                                                                                                                            2) Introducción a la GDS Imp-Act, taller de                                                                              1) Institución en que colaboraba llevo un proceso de GDS impartido por el Proyecto Misión de Centroamerica.;                                                                               Principio y todos los indicadores de                                                                                                                                                                                                                                                                                                                                                                                                                                         ts/Tools_and_Resources/Smart_Note-
                                                                                                                                            medio día o un día;                           Participamos en el taller de formación de formadores impartido en la       2) He realizado los siguientes: Evaluación SMART - a traves del Centro para lnclusión Financeira de Acción Internacional. Oportuno aclarar que que fomamos                                 Protección al Cliente de Microfinanzas -                                                                                                                                                                                                                                                                                                                                                                                                                                     Code_of_Ethics-Compartamos.pdf,
                                                                                                                                            3) Herramienta de Indicadores de              RED Prodesarrollo de México, cuando se sugirió se hiciera el               parte del Proyecto Beyond Codes donde se desarrollo la metodologia de Evaluación SMART (he participado de 4 evaluaciones desde enero de 2009).;                                            Metodologia creada por el Centro para                                                                                                                                                                                                                                                                                                                                                                                                                                        http://www.smartcampaign.org/storage/documen
                                         Especialista en          Centro de Formación      Mexico, Brasil,                                  Desempeño Social (Social Performance          ejercicio en el propi Institución ... proceso que se llevo a cabo 2 o 3    3) Otra experiencia: He impartido cursos de formación para asociaciones, redes y/o organizaciones de apoyo., He estado involucrado en la publicación de                                    la Inclusión Financiera de Acción                                                                                                                                                                                                                                                                                                                                                                                                                    http://www.delnetitcilo ts/Tools_and_Resources/Collections_FinComun
Annes da Silva           Alexandra       Desarrollo Social        de la OIT en Turin -     Latinoamerica           Español, Portugués       Indicators, SPI) de CERISE                    meses despues del taller de formación.                                     materiales sobre este tema.                                                                                                                                                                Internacional.                                                        X                                                                    X                     X                   X                              X                   X                  X                   X                   X                   X                               X                                                                                             .net/es/                .pdf

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  1) Skype name:
                                                                                                                                            1) Imp-Act Training of Trainers, four-day                                                                                1) I learned through direct mentoring or guidance, such as one-on-one support.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               mawaisq
                                                                                                                                            training,                                                                                                                2) I taught myself using a combination of industry materials and direct experience.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        http://www.microfinancegateway.org/p/site/m/te    2) I could also provide
                                                                                                                                            2) Grameen Foundation Progress out of                                                                                    3) I have experience supporting or evaluating MFIs in the area of SP and/or SPM.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           mplate.rc/1.9.46253;                              of technical assistance
                                                                                                                                            Poverty™ Tool training,                                                                                                  4) I have conducted trainings for associations, networks, and/or support organizations.,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   http://www.microfinancegateway.org/p/site/m/te    on the following:
                                                                                                                                            3) Smart Campaign training                                                                                               5) I have spoken on this topic at conferences/ workshops.,                                                                                                                                 1) Progress out of Poverty™ Tool,                                                                                                                                                                                                                                                                                                                              1) muhammad.awais@plan-                                                                                          mplate.rc/1.9.43960/;                             Progress out of
                                         Regional Microfinance Plan International,                                                          My skills have been formally assessed after Leading SPM work of Plan Asia through providing training,                    6) I have trained other people on this topic.,                                                                                                                                             2) Smart Campaign evaluation of client                                                                                                                                                                                                                                                                                                                         international.org                 1) +66 81 927 4061,                                 http://plan-               http://www.microfinancegateway.org/p/site/m/te    Poverty Index (PPI)
Awais                    Muhammad        Programme Specialist  Asia Region                 Thailand                English, Urdu            training tests, provision of trainings, etc. mentoring, knowledge management, etc                                        1) lahave been / le tutorat direct, travail autodidacte; this topic.
                                                                                                                                                                                                                                                                     7) I guidance involved with publishing materials on                                                                                                                                        protection                                                                                                                                                       X                                                                                                                                                                                     X       2) mawaisq@hotmail.com            2) +92 300 4356 255                                 international.org          mplate.rc/1.9.48412/                              and Client Protection
                                                                                                                                                                                                                                                                     2) J'ai déjà travaillé avec des IMF dans le domaine de la performance sociale / gestion de la performance sociale.;
                                                                                                                                                                                                                                                                     3) J'ai déjà effectué des évaluations globales des IMFs: toutes les IMF membres du consortium alafia et le fonds national de microfinance
                                                                                                                                                                                                                                                                     4) J’ai participé au développement de stratégies et de processus de gestion pour les institutions suivantes: consortium alafia et le fonds national de microfinance
                                                                                                                                                                                                                                                                     (FNM) ici au Bénin;
                                                                                                                                                                                                                                                                     5) Autre experience: J’ai réalisé des formations pour des associations, des réseaux et/ou des organisations de soutien., J’ai parlé sur ce sujet au cours de
                                                                                                                                                                                                                                                                     conférences / ateliers., J’ai formé d’autres personnes sur cette matière., J’ai participé à la publication de matériels concernant ce sujet., j'ai un conférence
                                                                                                                                            1) Formation sur les « Social Performance                                                                                international à l'assemblée annuelle de AFMIN au Congo en 2007, ensuite aux assemblées générales du consortium alafia, j'ai organisé des ateliers pour
                                                                                                                                            Indicators (SPI) » de CERISE;                                                                                            information et formation lorsque je travaillais à CARE INTERNATIONAL Bénin. j'ai appuyé le consortium alafia à intégrer les indicateurs sociaux dans son                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   certains de ces rapports sont sur le site du
                                         Consultant                               Bénin, Togo, Burkina                                      2) Formation personnalisée en performance     En fait, je peux dire que je suis le principal consultant qui intervient   progiciel ALAFIA PERFORM, ce qui lui permet de produire en fin d'année les rapports sur les performances financières et sociales de ses membres. j'ai fait des                             « Social Performance Indicators (SPI) »                                                                                                                                                                                                                                                                                                                                                                                                                                         consortium alafia et ceux du fonds national de
BABA BOUKARI             Moutalabi       Microfinance             HEM DEVELOPMENT Faso                             Anglais, Français        sociale / gestion de la performance sociale   sur cette question au Bénin.                                               publications dans ce sens sur le journal LE MAGAZINE DE L'ENTREPRISE. je continue à faire des recherches dans ce sens.                                                                     de CERISE                                         X                   X                  X                X               X                X                     X                   X               X              X                   X                  X                   X                   X                   X                 X             X                                                                                                                        microfinance (FNM) ne sont encore sur leur site


                                                                                                                                            1) Formación de Formadores Imp-Act            1) He aplicado GDS en 3 instituciones: todo el proceso desde el
                                                                                                                                            (Training of Trainers), formación de cuatro   Taller de introducción hasta el informe de indicadores de Gestion del
                                                                                                                                            días;                                         Desempeño Social;
                                                                                                                                            2) Introducción a la GDS Imp-Act, taller de   2) Tengo experiencia trabajando directamente con las IMFs en el área
                                                                                                                                            medio día o un día; Sí, he recibido alguna    de desempeño social/GDS.
                                                                                                                                            evaluación formal de mis facilidades /        3) Tengo experiencia en a menos uno de los siguientes campos:
                                                                                                                                            habilidades: me hicieron una evaluación del   evaluaciones de impacto, evaluaciones de cliente, investigación de
                                                                                                                                            Taller de introduccion al GDS                 mercado: Evaluacion de clientes con cooperativas de ahorro y
                                                                                                                                            3) Formación para la Indice de Avance para    credito: San Isidro, Mixta Ocotepeque, San Marqueña, ARSAGRO;
                                                                                                                                            Salir de la Pobreza (Progress out of          Investigacion de mercado a las Insti. FUNED-OPDF, ODEF-               1) He impartido cursos de formación para asociaciones, redes y/o organizaciones de apoyo.
                                                                                                                                            Poverty,™ PPI) de Grameen Foundation;         FINANCIERA, FINSOL-OPDF, Coop Taulabe, Coop Juticalpa, Coop 2) He formado a otras personas en este tema.
                                                                                                                                            4) Gestión del Desempeño Social y             Chorotega, Coop Guadalupe, Coop Talanga, Coop Mixta                   3) He aprendido mediante una guía o tutelaje, como un apoyo individual;                                                                                                                         1) Herramientas MicroSave;                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Nombre skype:
Baca Rubio               Sonia Belinda   Consultora Adscrita      REDMICROH                Honduras, Nicaragua     Inglés, Español          Calificación por Microfinace Rating           Ocotepeque, Coop Rio Grande                                           4) Autodidacta, utilizando una combinación de materiales del sector y experiencia directa.                                                                                                      2) Clasificación social MicroFinanza              X                   X                  X                                                                       X                   X                              X                   X                                      X                                       X                 X                     sonia_baca@yahoo.com                         50499344925                                                                                                           sonia.baca

                                                                                                                                                                                                                                                                     I have experience performing any of the following: impact assessments, client assessments, market research:1995 : Ph.D have done"Assessing Socio-Economic
                                                                                                                                                                                          I have conducted SOCIAL Audit for ACCION in two MFIs in India              Impact of Rural Credit on Women under IRDP: A study of Vadodara District. Baseline Study: Shroff foundation Trust SHG Bank Linkage Programme                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               www.cgap.org/gm/document-1.9.2706/OP12.pdf
                                                                                                                                                                                          and Uganda.                                                                I have trained other people on this topic.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 www.accion.org/Document.Doc?id=118
                                                                                                                                                                                          Direct experience on SOCIAL Audit. Have been working on                    I have been involved with publishing materials on this topic.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              www.cgap.org/document
                                         INVESTMENT                                                                English,                 Imp-Act Training of Trainers, four-day        organizing the assessment, conducting the assessment and report            I learned through direct mentoring or guidance, such as one-on-one support.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                https://www.microfinanceinsights.com/author_lis
BANSAL                   HEMA            OFFICER                  ACCION                   India                   Hindi,Gujarati,Marathi   training                                      writing and following up with the institution.                             I taught myself using a combination of industry materials and direct experience.                                                                                                           ACCION - SOCIAL                                   X                   X                                   X                                                                                                         X                   X                                      X                                       X                 X                                                                                                           www.accion.org             t.asp?title…
                                                                                                                                            Formación de Formadores Imp-Act                                                                                                                                                                                                                                                                                     Herramientas del Programan Misión -
                                                                  Programa Misión -                                                         (Training of Trainers), formación de cuatro   Me encuentro realizando consultoría de GDS en tres instituciones                                                                                                                                                                                                      Redcamif (desarrolladas por el grupo                                                                                                                                                                                                                                                                                                                                                                                                                 http://www.mision.red
Barrios                  Mauricio        Consultor                Redcamif                 El Salvador             Español                  días                                          microfinancieras en El Salvador                                            He adquirido conocimientos de GDS bajo la guía del programa mision - redcamif; 2); 6)                                                                                                      Im - Pact)                                                            X                                                                    X                     X                   X                                                                                                                                                                                                                                                               camif.org/
Barrios [duplicate
entry for this person
on previous line - one                                                                                                                                                                                                                                                                                                                                                                                                                                          Herramientas del Programan Misión -
in Spanish, one in                                                Programa Misión -                                                         Imp-Act Training of Trainers, four-day                                                                                                                                                                                                                                                                              Redcamif (desarrolladas por el grupo
English]                 Mauricio        Consultant               Redcamif                 El Salvador             Spanish                  training                                                                                                                 Me encuentro realizando consultoría de GDS en tres instituciones microfinancieras en El Salvador                                                                                           Imp-ACT)                                                              X                                                                    X                     X                   X                                                                                                                                                                         kossar@yahoo.com                  (503) 7841 6772
                                                                                           Peru and Latin                                                                                                                                                                                                                                                                                                                                                       Progress out of Poverty™ Tool;                                                                                                                                                                                                                                                                                                                                 cbenavides@nexosvoluntarios.or
Benavides                Carolina        Executive Director       NeVo Consulting          America                 English, Spanish         Informal                                                                                                                 Global Reporting Initiative (Lead Canada); Equator Principles (Prizma USA). Principal consultant in charge of social performance at a Peruvian MFI.                                        Global Reporting Initiative (GRI);                                                                                                                                                                                                                                                                                                                             g
                                         ASSISTANT                RAJA PEARY                                                                                                                                                                                         1) Through my research work;                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              aditya_2582@rediffmail.com;
BISWAS                   BAPPADITYA      PROFESSOR                MOHAN COLLEGE            India                   English                  [None]                                                                                                                   2) Other experience: I have spoken on this topic at conferences/ workshops; I have been involved with publishing materials on this topic.                                                                                                                        X                                                                                                                                                                                                                                                                                        bdbiswas@yahoomail                              9735619178                            www.rpmcollege.org

                                                                                                                   English, Spanish,                                                                                                                                 Experience incorporating and systematizing knowledge on SPM to colleagues training colleagues on SPM, technical assistance to MFIs, internal donor policy on                               CERISE Social Performance Indicators
Bliek                    John            Microfinance Advisor     Trias                    Belgium                 Dutch                    Informal                                                                                                                 SP.                                                                                                                                                                                        (SPI) tool; SEEP/AIMS tool;                       X                   X                                                   X                                      X                                                                                                             X                                       X                 X                     john.bliek@triasngo.be
                                                                                                                                                                                          Mediante contrato con la Red Panameña de Microfinanzas,
                                                                                                                                                                                          elaboración de la Auditoría Social y el Plan de Mejoras, así como la
                                                                                                                                            Formación de Formadores Imp-Act               Propuesta de Medición de Indicadores de Gestión del Desempeño              1) Material desarrollado por Imp-Act Consortium, consensuado por el Grupo de Trabajo de Desempeño Social, utilizado en la capacitación ofrecida por el                                     Herramienta de Indicadores de
                                                                                                                                            (Training of Trainers), formación de cuatro   social, para la Asociación para el Desarrolo de las Cajas Rurales          Programa Misión (Freedom from Hunger, CRS, Redcamif);                                                                                                                                      Desempeño Social ("Social
                                                                  Consultora                                                                días, Introducción a la GDS Imp-Act, taller   (PROCAJA), localizada en Santiago de Veraguas, República de                2) He realizado los siguientes: Evaluaciones de impacto;                                                                                                                                   Performance Indicators", SPI) de
Bonamico Gálvez          Glenda Elena    Socióloga                independiente            Panamá                  Inglés, Español          de medio día o un día                         Panamá (setiembre-diciembre 2009)                                          3) Otra experiencia: He hablado sobre este tema en conferencias/seminarios.                                                                                                                CERISE                                                                X                  X                                X                                      X                   X                                                                                                             X                   X                                                                                                                             Ninguna
                                                                                                                                            1) Imp-Act Training of Trainers, four-day
                                                                                                                                            training,                                                                                                                1) I have experience performing holistic assessments of MFIs that include a SP and/or SPM component: QAT for Peples' Bank of Caraga
                                                                                                                                            2) Grameen Foundation Progress out of                                                                                    2) I learned through direct mentoring or guidance, such as one-on-one support.
                                                                                                                                            Poverty™ Tool training                                                                                                   3) I have experience supporting or evaluating MFIs in the area of SP and/or SPM.
                                                                                                                                            My skills have been formally assessed: the                                                                               4) I have performed Market Research - a number of MFIs
                                                                                                                                            assessment was part of the certification                                                                                 5) I have conducted trainings for associations, networks, and/or support organizations.,                                                                                                   1) Quality Audit Tool (QAT),                                                                                                                                                                                                                                                                                                                                                                                                SEDCen Bldg., Landco
                                                                  Bicol Microfinance                                                        process that we had to go through after the                                                                              6) I have spoken on this topic at conferences/ workshops.,                                                                                                                                 2) Progress out of Poverty™ Tool,                                                                                                                                                                                                                                                                                                                                                                1) 63-052-481-2344,        Business Park, Legazpi
Bonaobra                 Noemi           Executive Director       Council, Inc.            Philippines             English, Filipino        ToT.                                                                                                                     7) I have trained other people on this topic.                                                                                                                                              3) MicroSave tools                                X                   X                  X                X               X                X                                                         X              X                                      X                   X                                       X                                       n_bonaobra@yahoo.com              2) 9175723430              City, Phil.
                                                                                                                                            1) Imp-Act Training of Trainers, four-day                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    http://www.progressoutofpoverty.org/blog/note
                                                                                                                                            training;                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    s-field-pasha-moto-heat-it
                                                                                                                                            2) Grameen Foundation Progress out of                                                                                    1) I learned through direct mentoring or guidance, such as one-on-one support.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      http://www.progressoutofpoverty.org/blog/apsf
                                                                                                                                            Poverty™ Tool training                                                                                                   2) I have conducted trainings for associations, networks, and/or support organizations.,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            d-training-kenya Others:
                                                                                                                                            Yes, my skills have been formally assessed: Trainer on the PPI with a focus on SSA and MENA. Work directly               3) I have spoken on this topic at conferences/ workshops.,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      www.progressoutofpo http://www.progressoutofpoverty.org/category/
Brown                    Sharlene        Progam Officer           Grameen Foundation       USA                     English                  internally by GF staff on PPI               with MFIs and train other trainers.                                          4) I have trained other people on this topic.                                                                                                                                              Progress out of Poverty™ Tool                                         X                                                                                                                                             X                   X                                      X                                                                               sbrown@grameenfoundation.org      202-628-3560 x114                                   verty.org           blogtags/west-africa

                                                                                                                                                                                                                                                                     1) Autodidacta, utilizando una combinación de materiales del sector y experiencia directa; 2) Los materiales utilizados son la Guía de Alineamiento Estratégico de
                                                                                                                                                                                          1) He dirigido equipos para el desarrollo aplicando las siguientes         GDS de Impact, Modelo Baldrige de Gestión de Excelencia, desarrollo de herramientas para GDS: Balance Score Card, Gestión de procesos.;
                                                                                                                                                                                          herrameintas: PPI, consultorias de Planificación Estratégica               2) He llevado a cabo evaluaciones integrales para las siguientes instituciones: ProMujer Argentina, y revisado el control de calidad de Evaluaciones Muchas                                Herramienta de Indice de Avance para
                                                                                                                                            Formación de Formadores Imp-Act               utilizando el Balance Score Card, desarrollo de Indices y procesos de      IMF de América Latina;                                                                                                                                                                     Salir de la Pobreza (Progress out of
                                                                                                                                            (Training of Trainers), formación de cuatro   satisfacción del cliente, desarrollo de herramientas para                  3) He realizado los siguientes: de Manera directa, Evaluciones de clientes para Promujer Argentina y de manera indirecta a través del control de calidad de estas                          Poverty, PPI™), Herramienta
                                         Administrador de                                  Perú, Nicaragua,                                 días, Formación para la Indice de Avance      autoevaluación y auditoría social; 2) Dirijo un proyecto de Gestión        hacia 68 IMF de América Latina;                                                                                                                                                            SEEP/AIMS, Herramienta de Auditoria
                                         Empresas e Ingeniero     Catholic Relief          América Latina en                                para Salir de la Pobreza (Progress out of     de Desempeño Social y hemos desarrollado otras herramientas de             4) Otra experiencia: He impartido cursos de formación para asociaciones, redes y/o organizaciones de apoyo., He hablado sobre este tema en                                                 Social desarrollada por el proyecto                                                                                                                                                                                                                                                                                                                                                                                                                  www.mision.redcamif.
Burga                    Jack            Químico                  Services                 General                 Inglés, Español          Poverty,™ PPI) de Grameen Foundation          Autoevaluación y Evaluación social                                         conferencias/seminarios., He formado a otras personas en este tema., He estado involucrado en la publicación de materiales sobre este tema.                                                MISION                                            X                   X                  X                X                                X                     X                   X                              X                   X                                                          X                                     X             X       jburga@crspe.org.pe                                                                   org                        www.mision.redcamif.org

                                                                                                                                                                                          1) Currently work in research regarding social performance. Will be
                                                                                                                                                                                          publishing a bulletin and a book on social performance by year end.
                                                                                                                                                                                          2) I have experience performing at least one of the following: impact
                                                                                                                                            1) Smart Campaign training;                   assessments, client assessments, market research: Impact
                                                                                                                                            2) Masters in Microfinance with courses in    assessment of a microfinance program in the Dominican Republic             1) I learned through direct mentoring or guidance, such as one-on-one support.                                                                                                                                                                                                                                                                                                                                                                                                                                                                            caseyconzett@nantiklum.org
Conzett                  Casey Marie     Research Associate       Fundacion Nantik Lum Spain                       English, Spanish         Social Performance.                           and follow up                                                              2) I have been involved with publishing materials on this topic.                                                                                                                           MicroFinanza social rating                        X                                                                       X                                                          X                                                                                                                                                                         cmconzett@hotmail.com                                                                 www.nantiklum.org          Soon. Not yet.




                                                                                                                                                                                                                                                                     1) Designing and implementing a SPM at MFI;
                                                                                                                                                                                          As a Research Manager of a the larger MFI in Argentina, I was in           2) Gained knowledge using industry materials: I used the ImpAct SPM guide and attending the Workshop in Paris in June 2008;
                                                                                                                                            1) Imp-Act SPM Introductory half-day or       charge of designing and implementing the SPM in the institution.           3) I have experience performing holistic assessments of MFIs: Cordial Microfinanzas;
                                                                                                                                            one-day workshop;                             Fistly I diagnosed the areas where improvement should be done,             4) Market research>Banco Supervielle, AIG, ProYungas (Argentina), FUAM (Uruguay), Banco De Desarrollo (Chile) FINTRAC (worldwide) Impact Assessment> CERISE Social Performance Indicators
                                                                  Belfer Center, Harvard                           English, Spanish,        2) CERISE Social Performance Indicators       designed indicators, and an Action Plan to implement the                   Innovations for Poverty Action (Peru) Client Assessment> Cordial Microfinanzas (Argentina)                                                           (SPI) tool, MicroSave tools, USAID                                                                                                                                                                                                                                                                                                                                                                                                                                                         http://belfercenter.ksg.
Davico                   Gisela          Research Asistant        University               USA                     French, Portugese        (SPI) tool training                           improvements.                                                              5) Other experience: I have trained other people on this topic., I have been involved with publishing materials on this topic.                       IRIS Poverty Assessment Tool (PAT)                                                      X                   X                                                   X                                      X                                                                                                             X                                       X                 X                                                                                                           harvard.edu/

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            RESIDENCIAL FINCA
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            DE ASTURIAS,
                                         MASTER EN                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          POLÍGONO "J",
                                         FINANZAS,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          CASA # 29, SANTA
                                         LICENCIADA EN                                                                                      Formación de Formadores Imp-Act                                                                                          1) He llevado a cabo evaluaciones integrales para las siguientes instituciones: PADECOMSMCREDITO, DE R.L. FADEMYPE AMC, S.C. DE R.L.;                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  TECLA, LA                                           http://www.conamype.gob.sv/biblioteca.php,Evo
                         ROXANA DE LA    ADMON. DE                CONSULTORA               EL SALVADOR,                                     (Training of Trainers), formación de cuatro                                                                              2) He realizado los siguientes: FUSAI - APOYO INTEGRAL. PADECOMSMCREDITO, DE R.L. FADEMYPE AMC, S.C. DE R.L.; 3) Otra experiencia: He                                                                                                                                                                                                                                                                                                                                                                                                                     roxanadurandeayala@gmail.com,     (503) 2252-1880, (503)     LIBERTAD, EL                                        lución del mercado de servicios microfinancieros Skype name:
DURÁN DE AYALA           PAZ             EMPRESAS                 INDEPENDIENTE            CENTRO AMERICA          Español                  días                                                                                                                     impartido cursos de formación para asociaciones, redes y/o organizaciones de apoyo., He formado a otras personas en este tema.                                                             Herramientas MicroSave                                                X                  X                                X                X                     X                                                  X                   X                                                          X                                                   X       roxanad_galdamez@hotmail.com      7160-4522                  SALVADOR.                                           en El Salvador.                                  roxana.duran.de.ayala
                                         Independent                                                               English, French,                                                                                                                                  Co-developed SPM toolkit and training material for MicroSave. Tested MicroSave's SPM tools with Indian MFIs and their clients and staff. Rapid institutional                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    www.linkedin.com/mer
El Alaoui Faris          Maryem          Consultant               Not applicable           Morrocco                Arabic                   Informal                                                                                                                 assessments (RIA) and SPM assessments of MFIs. Workshops on SPM. Market research and client needs assessments.                                                                             MicroSave tools                                   X                   X                  X                X                                X                     X                   X                              X                                                          X                                       X                 X             X       meryem.e.faris@gmail.com                                                              yemefaris
                                                                                                                                                                                                                                                                     I studied the Grameen PPI and Imp-Act SPM Tools, I have performed rapid institutional assessments (RIA) and SPM assessments of MFIs. RIAs are "quick and
                                                                                                                                                                                                                                                                     dirty" MFI assessments meant to give an overview of the MFI's health and to identify areas of support that might be needed for potential investors. The SPM
                                                                                                                                                                                                                                                                     assessments are one-week visits that conclude in a workshop with the MFI to design an SPM action-plan., I have performed Market research studies for PlaNet
                                                                                                                                                                                                                                                                     Finance Maroc and Microcred, and client needs assessments (mostly for business development support of artisans and client education). One of the SPM
                                                                                                                                                                                          I participated in testing MicroSave's SPM tools with Indian MFIs           assessment I have done included investigating perceptions of Impact. I am experienced in qualitative research techniques and trained in MicroSave's
                                                                                                                                                                                          and their clients and staff. I gave a few recommendations for              Participatory Rapid Appraisal tools for Microfinance., I have trained other people on this topic., I have performed SPM assessments and developed training
                                         Independent                                                               English, French,                                                       improving the toolkit during and after the assignments. I then             materials on SPM for MicroSave., I co-developed SPM toolkit and training material for MicroSave, I learned on the job—social performance is a key part of my
El Alaoui Faris          Meryem          Consultant                                        Morocco                 Arabic                   MicroSave SPM initial workshops               worked with the team to re-engineer the training material.                 work.                                                                                                                                                                                      MicroSave tools                                   X                   X                  X                X                                X                     X                   X                              X                                                          X                                       X                 X             X
                                                                                                                                            Imp-Act Training of Trainers, four-day
Elena Bonamico                           Independent                                                               English, Spanish,        training; Imp-Act SPM Introductory half-                                                                                 Mediante contrato con la Red Panameña de Microfinanzas, elaboración de la Auditoría Social y el Plan de Mejoras, así como la Propuesta de Medición de                                      CERISE Social Performance Indicators
Gálvez                   Glenda          Consultant               Not applicable           Panamá                  French                   day or one-day workshop                                                                                                  Indicadores de Gestión del Desempeño social, para la Asociación para el Desarrolo de las Cajas Rurales (PROCAJA), localizada enPanamá.                                                     (SPI) tool                                                            X                  X                                X                                      X                   X                                                                                                             X                   X                                       bonamico@cableonda.net            66-80-10-95                0823-05463
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  1) Nom sur Skype:
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  dfalque
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  2) Autres aspects de la
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  gestion de la
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  performance sociale
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  dans lesquels je
                                                                                                                                                                                          1) En qualité de membre du Comité de Garantie du FIG (www.fig-                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          pourrais offrir de
                                                                                                                                                                                          igf.org ), j'étudie les aspects économiques, sociaux et                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 l’assistance technique:
                                                                                                                                            Formation interne de la Fondation RAFAD environnementaux des dossiers de demandes de garanties pour                                                                                                                                                                                                                 1) « Social Performance Indicators                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Etat des lieux,
                                                                                                                                            et du Fonds International de Garantie. Mes l'octroi de prêts bancaires de 500'000 euros en moyenne;                                                                                                                                                                                                                 (SPI) » de CERISE;                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                élaboration de
                                                                                                                                            compétences ONT ÉTÉ évaluées par un           2) J’ai effectué des évaluations globales pour les institutions            1) J’ai réalisé des formations pour des associations, des réseaux et/ou des organisations de soutien.                                                                                      2) Rating social de MicroFinanza;                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 stratégie et mise en
                                                                                                                                            examen, une observation, ou toute autre       suivantes: Cafe Peru au Pérou, Cooperative 20 de Abril et San              2) J’ai parlé sur ce sujet au cours de conférences / ateliers. Participation aux ateliers en 2010 à Abidjan et Kribi sur le développement des filières Coton et Café-                      3) J'utilise les outils d'évaluation                                                                                                                                                                                                                                                                                                                                                                                        1) C/O Fondation                                                                                      place de gouvernance
                                                                                                                                            forme d’évaluation de compétences: la         Francisco de Asiz, ADIM, PRESTANIC au Nicaragua, Cercle des                Cacao. Participation à la contribution 3 de la SP Task Force / European Microfinance Platform.                                                                                             développés depuis 25 ans par la                                                                                                                                                                                                                                                                                                                                                                                             RAFAD - Varembé 1                                                                                     (organisation/ postes
                                                                                                                                            formation a débouché sur la sélection du      Sécheurs de Mangues au Burkina Faso, Timpac au Togo,...;                   3) J’ai participé à la publication de matériels concernant ce sujet.                                                                                                                       Fondation RAFAD pour l'étude des                                                                                                                                                                                                                                                                                                                                                                                            CH 1211 Genève           1) www.rafad.org                                                             clés, système
                                         Consultant                                        Afrique, Amérique       Anglais, Espagnol,       FIG pour devenir membre du Comité de          3) J’ai participé au développement de stratégies et de processus de        4) J’ai appris à travers la guidance et le tutorat direct comme, par exemple, le soutien individuel;                                                                                       demandes de garanties soumises au                                                                                                                                                                                                                                                                                                                              1) d.falque@fig-igf.org           1) + 41 22 733 50 73       2) Grands Champs, 2      2) www.idfi.ch                                                               d'information de
Falque                   Dominique       international            RAFAD                    Latine                  Français                 Garantie pour l'Afrique et l'Amérique Latine. gestion pour les institutions suivantes: ADIM, CDS                         5) J’ai fait un travail autodidacte sur la base de matériels du secteur et d’expériences directes.                                                                                         Fonds International de Garantie                   X                   X                  X                X               X                X                     X                                   X                                                                         X                                       X                 X             X       2) dfalque@idfi.ch                2) + 41 79 601 47 83       CH 1196 Gland            3) www.fig-igf.org         voir dominique falque sur google                  gestion, reporting)
                                                                                                                                            Imp-Act Training of Trainers, four-day
                                         Independent                                                                                        training;USAID IRIS Poverty Assessment                                                                                   Carried out five consumer protection assessments with ACCION and supported seven other assessments. Beyong Codes project and Editorial Review of the                                                                                                                                                                                                                                                                                                                                                                                                                                                                   3461 Martha Custis Dr.
Forster                  Cara            Consultant               Not applicable           USA                     English, Spanish         Tool (PAT) training                                                                                                      SPTF User Reviews. SEEP and SPTF Working Group member. onducted a market research study for a Nicaraguan MFI as part of Master's thesis work.                                              Smart Campaign Assessment                         X                   X                  X                                                                                                                          X                                                          X                   X                   X                                       cara_forster@post.harvard.edu     281-384-3954               Alexandria, VA 22302
                                                                                                                                            1) Formación de Formadores Imp-Act
                                                                                                                                            (Training of Trainers), formación de cuatro
                                                                                                                                            días;
                                                                                                                                            2) Introducción a la GDS Imp-Act, taller de
                                                                                                                                            medio día o un día;
                                                                                                                                            3) Formación para la Indice de Avance para    1) He llevado adelante e implementado todas las herramientas y                                                                                                                                                                                                        Herramienta de Indicadores de
                                                                                                                                            Salir de la Pobreza (Progress out of          metodologias descritas anteriormente;                                                                                                                                                                                                                                 Desempeño Social ("Social
                                                                                                                                            Poverty,™ PPI) de Grameen Foundation;         2) Etableci un sistema de monitoreo de indicadores sociales en mi          1) He aprendido mediante una guía o tutelaje; establecimiento de un sistema de monitoreo de indicadores sociales en ecuador;                                                               Performance Indicators", SPI) de
                                                                                                                                            4) Herramienta de Indicadores de              pais, en el cual participan actualmente 29 imfs entre bancos, COACs        2) He impartido cursos de formación para asociaciones, redes y/o organizaciones de apoyo.                                                                                                  CERISE, Herramienta de Indice de
                                                                                                                                            Desempeño Social (Social Performance          y ONGs                                                                     3) He hablado sobre este tema en conferencias/seminarios.                                                                                                                                  Avance para Salir de la Pobreza
                                         Tecnico Senor en                                                                                   Indicators, SPI) de CERISE;                   3) He realizado 25 calificaciones sociales con la herramienta CERISE;      4) He formado a otras personas en este tema.                                                                                                                                               (Progress out of Poverty, PPI™),
Freire                   Andres          Desempeño Social         Red Financiera Rural     Ecuador, Peru, Mexico   Inglés, Español          5) Formación de Planet Rating                 he realizado 2 evaluaciones de impacto en imfs ecuatorianas                5) He estado involucrado en la publicación de materiales sobre este tema.                                                                                                                  Herramientas MicroSave                            X                   X                  X                                X                                      X                                   X              X                   X                                      X                                                                               afreire@rfr.org.ec                593-9781695                                         www.rfr.org.ec

                                                                                                                                                                                                                                                                                                                                                                                                                                                                CERISE Social Performance Indicators
                                         Responsable              Red Argentina de                                                          Imp-Act Training of Trainers, four-day                                                                                                                                                                                                                                                                              (SPI) tool; Quality Audit Tool (QAT);                                                                                                                                                                                                                                                                                                                                                                                       Giribone 1980, Ciudad
                                         Fortalecimiento          Instituciones de                                                          training; Imp-Act SPM Introductory half-                                                                                 Participamos del Programa Misión. He implementando herramientas de GDS con la metodología Imp-Act en 4 IMF, al momento. Soy la responsable técnica del                                     MicroSave tools; SEEP/AIMS tool;                                                                                                                                                                                                                                                                                                                                                                                            de Buenos Aires,         www.reddemicrocredit
Frigerio                 Magdalena       Institucional (Puesto)   microcrédito - RADIM     Argentina               Spanish, Portugese       day or one-day workshop                                                                                                  Misión en Arg., coordino un equipo de 4 consultores, aparte de yo misma implementar herramientas.                                                                                          MIX reporting tool                                                                       X                                                 X                                                                                                                                                                                                           X       mfrigerio@reddemicrocredito.org   541-145546018              Argentina                o.org



                                                                                                                                            1) Formation sur l’outil « Progress out of
                                                                                                                                            Poverty™ » de la Fondation Grameen;
                                                                                                                                            2) Formation sur le « Quality Audit Tool »;
                                                                                                                                            3) Formation sur les « Social Performance
                                                                                                                                            Indicators (SPI) » de CERISE;
                                         RESPONSABLE                                                                                        4) Formation sur l’outil « Poverty            Statistique des clients ( urbains et ruraux) - Montants octroyés par
GARBA                    MOUNKAILA       PORTEFEUILLE             TAANADI                  NIGER                   Français                 Assessment Tool (PAT) » de USAID/IRIS         zone (urbaine et rurale)                                                   Etude sur la satisfaction de la clientéle                                                                                                                                                                                                                                           X                X               X                X                     X                   X               X              X                                      X                   X                                       X                               X                                                                                             NON DISPONIBLE
Social Performance Task Force
Database of Technical Assistance Providers in Social Performance Management for Microfinance Institutions

                                                    Identifying Information                                                                                                                                                                                                                             Training                                                                                                                                                                Experience/ Interest in Providing TA in These Areas:                                                                                                                                                                                                                                                                                                                                               Contact Information
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Analysis of existing                                                                                                                                                                                           Support for
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      strategy, processes    Strategic planning   Non-financial    Information                                                                                                                                       implementing
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   Social                                                             and systems to         to more clearly      services (e.g.   systems and    Qualitative         Quantitative        Staff issues,                                                                              process and
                                                                                       Primary countries                                                                              For those who learned on the job, primary roles and                                                                                                                                                                                                                                                          performance                                          Impact        identify areas for     define mission,      education        computerized   research and        research and        incentives, and   Responsibility to   Responsibility to   Responsibility to                change                                                                    Mailing                                           Materials posted online related to your
Last name            First name        Current title          Institution              of operation      Languages                      Formal training received                      responsibilities related to social performance                              Other experience                                                                                                                                                    Tools used                                Market research    assessment tools   Social audits    Social ratings   assessments   improvements           goals and strategy   program)         MIS            analysis on clients analysis on clients human resources   clients             the environment     the community       Governance   management     Email Address(es)                 Telephone                Address(es)              Website(s)               SP work                                 Other



                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             This is not on web-site. But I can forward the
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             report as an attachment in separate e-mail. But
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             related docs of interest are, my summaries of
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             training (i delivered) and papers: *GENDER
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             AND MICROFINANCE Training in Rwanda and
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             Zambia
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             http://genderlearning.wikispaces.com/1.1++Rwan
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             da+microfinance+training *SUSTAINABLE
                                                                                                                                                                                      1) I have reported at least twice to Gary Woller, and then to EDA                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      RURALFINANCE: PROSPECTS, CHALLENGES
                                                                                                                                                                                      Rural (Frances Sinha) on SIP                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           AND IMPLICATIONS:
                                                                                                                                                                                      2) I have experience performing holistic assessments of MFIs that                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      http://www.microfinancegateway.org/p/site/m/te
                                                                                                                                                                                      include a SP or SPM component: At the Amhara Credit and Saving                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         mplate.rc/1.9.30284/ *SUCCESS IN
                                                                                                                                                                                      Institution, we have done the SIP and reported to CGAP (mentored                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       EXPANDING MICROFINANCE OPPORTNITIES
                                                                                                                                                                                      by Gary Woller), and then EDA Rural (India)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            IN RURAL ETHIOPIA -- CAN THE
                                                                                                                                        On-line orientations by Gary Woller on        3) I have experience performing at least one of the following: impact       1) I learned through direct mentoring or guidance, such as one-on-one support.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             ENTREPRENEURSHIP CHALLENGE BE
                                                                                                                                        CGAP's 'Social Performance Indicators'        assessments, client assessments, market research: At ACSI I have            2) I taught myself using a combination of industry materials and direct experience.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        OVERCOME? (at AFRICAN REVIEW OF
                                                                                                                                        (SIP)                                         coordinated such assessments using MicroSave's Market Research              3) I have conducted trainings for associations, networks, and/or support organizations.,                                                            1) MicroSave tools,                                                                                                                                                                                                                                                                                                                                                                                                                                                                    BANKING AND FINANCE, Supplementary issue I also have experience
                                                                                                                                        Yes, my skills have been formally assessed:   for Microfinance (MR4MF) for preparation (and review) of                    4) I have spoken on this topic at conferences/ workshops.,                                                                                          2) SEEP/AIMS tool,                                                                                                                                                                                                                                                                                                                                                                                                                                                                     of SAVING AND DEVELOPMENT Journal)              and interest in
                                       Gender and                                                                                       I have reported at least twice to Gary        institutional Business Plans. A full scale AIMS five tools have also        5) I am working with the GENFINANCE and WEMAN group supported by Oxfam-Novib on Gender and Microfinance. Delivered trainings on the topic in Rwanda 3) CGAP Sponsored 'Social Indicators                                                                                                                                                                                                                                                                                                                                                                                                                                                   http://www.sestanteedizioni.com/new/index.php? providing TA in
                                       Microfinance           Independent                                                               Woller, and then to EDA Rural (Frances        been performed with support from IDEAS (USA) consulting group,              (2009) and Zambia (2010) financed by FAO and IFAD. Reports are posted at: http://genderlearning.wikispaces.com/1.1++Rwanda+microfinance+training    Project' mentored by Gary Woller, and                                                                                                                                                                                                                                                                                                                                                                           251-911-092033           P.O.Box: 498, Bahir-     www.genfinance.info, pagename=product_info&products_id=271&osC Gender and
Gobezie              Getaneh Gobezie   Consultant             Consultant               Africa                   English                 Sinha) on SIP                                 led by Dr. Carter Garber.                                                   Related webs: www.genfinance.info www.wemanglobal.org                                                                                               then EDA Rural (India)                                           X                   X                                                   X                                      X                                                  X                                                                                                                                          getanehg2002@yahoo.com            251-582-208461           Dar, Ethiopia            www.wemanglobal.org sid=9a33f915479e25b1be88b09d8a54ec89             Microfinance
                                                                                                                                        Formación de Formadores Imp-Act
                                                              Red Panameña de                                                           (Training of Trainers), formación de cuatro                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   1) 507-66850447                                                                                                                  Nombre skype:
González de Adames   Rocío             Consultora             Microfinanzas            Panamá                   Español                 días                                                                                                                                                                                                                                                                                                                                           X                   X                                                   X                                                                                         X                   X                                                                                                                      rocioadames@univision.com         2) 507-2537636                                    www.redpamif.org                                                               rocioadames
                                                                                                                                         Grameen Foundation Progress out of                                                                                       1) I have performed the following assessment(s): The assessments are the social audit and the PPI. Institutions are: CAURIE-MF, FDEA, UIMCEC
                                                                                                                                         Poverty™ Tool training. My skills have                                                                                   2) I have experience supporting or evaluating MFIs in the area of social performance and/or social performance management?
                                                                                                                                         been formally assessed: I trained MFIs in                                                                                3) I have conducted trainings for associations, networks, and/or support organizations.
                                                              APSFD (Microfinance                                                        PPI in Senegal and in Kenya. My skills have My role as manager is to coordinate all SPM activities and training          4) I have spoken on this topic at conferences / workshops.
                                       Social Performance     National Network)                                                          been formally assessed by the Grameen       with MFIs and provide a technical assistance for a Social                    5) I learned through direct mentoring or guidance, such as one-on-one support.                                                                                                                                                                                                                                                                                                                                                                                                                                                    1) absa.gps@apsfdsenegal.com      1) 00221 33 820 77 40                             www.apsfdsenegal.co
Gueye                Ndeye             Manager                Senegal                  Senegal                  English, French, Italian Foundation                                  Performance Management system.                                               6) I have trained other people on this topic.                                                                                                                       Progress out of Poverty™ Tool                                                           X                                                 X                     X                                   X                                                                                                                                   X             X       2) ndeye_absa@yahoo.fr            2) 00221 77 682 77 19                             m                                                                              Skype name: ngabsa


                                                                                                                                                                                                                                                                                                                                                                                                                                      « Social Performance Indicators (SPI) »
                                                                                                                                                                                                                                                                                                                                                                                                                                      de CERISE, Outil « Quality Audit Tool
                                                                                                                                                                                      Evaluation de la PS de 7 IMF - Formation/sensibilisation des                1) travail autodidacte;                                                                                                                                             (QAT) »Outil, « Progress out of
                                                                                                                                                                                      dirigeants et du personnel des IMF à la PS/GPS - Sensibilisation de         2) J'ai déjà travaillé avec des IMF dans le domaine de la performance sociale / gestion de la performance sociale.;                                                 Poverty™ »Outil, SEEP/AIMS,
                                                                                                                                                                                      tous les acteurs du secteur à l'importance de la PS/GPS (Etat,              3) j’ai effectué des évaluations globales pour les institutions suivantes: Au Togo: WAGES Au niger: Asusu Ciigaba, Kaani, Kokari, Mecref, Taanadi Au Maroc:         Évaluation de la protection de clients
                                       Coopérante en                                                                                                                                  Bailleurs de fonds, ONG, prestataires de services, IMF, etc.) à travers     INMAA                                                                                                                                                               de Smart Campaign, Rating social de
                                       microfinance-                                   Burkina Faso, Niger,                                                                           l'organisation d'ateliers - Formation du personnel d'AQUADEV à la           4) j’ai participé au développement de stratégies et de processus de gestion pour les institutions suivantes: MECREF KOKARI KAANI;                                   M-CRIL, Rating social de Planet
                                       Responsable Impact et                           Rwanda, Togo,                                    Formation sur les « Social Performance        PS/GPS - Promotion de la PS/GPS auprès de tous les partenaires              5) Autre experience: J’ai réalisé des formations pour des associations, des réseaux et/ou des organisations de soutien., J’ai parlé sur ce sujet au cours de        Rating, Rating social de MicroRate,                                                                                                                                                                                                                                                                                                                                                                                                                                        CES DOCUMENTS PEUVENT VOUS ETRE
Guèye                Aïda              Performance Sociale   AQUADEV                   Sénégal                  Français                Indicators (SPI) » de CERISE                  d'AQUADEV - Formation du personnel d'AQUADEV à la PS/GPS                    conférences / ateliers., J’ai formé d’autres personnes sur cette matière.                                                                                           Rating social de MicroFinanza                    X                   X                  X                                X                X                     X                   X                              X                   X                                      X                   X                                                   X       gueye22@hotmail.com                                                                 www.aquadev.org          TRANSMIS PAR MAILS SI POSSIBLE!


                                                                                                                                                                                      Writing charity's SPM strategy; engaging at all levels of the
                                                                                                                                                                                      organisation in the UK and Malawi, and with external consultant
                                                                                                                                                                                      Anton Simanowitz of IDS; carrying out research on training feedback
                                                                                                                                                                                      and exit; piloting poverty assessment using Grameen Foundation’s
                                                                                                                                                                                      Progress out of Poverty Index (PPI) and managing PPI roll out;
                                                                                                                                                                                      facilitating workshops with management and field staff to determine
                                                                                                                                                                                      changes to MLF’s operations, and putting in place operational
                                                                                                                                                                                      changes across 20 branches Malawi-wide relating to key SPM
                                                                                                                                                                                      issues; developing and implementing a redeveloped loan officer
                                       Social Performance                                                                                                                             training strategy; recruiting, training and managing my Malawian
                                       Management             MicroLoan                UK with regular travel                                                                         SPM replacement, having been based in Malawi for just under 1 year                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                www.microloanfounda
Hawkins              Daniella          Champion               Foundation               to Malawi                English                 None.                                         before moving back to the UK.                                       I received mentoring support from Anton Simanowitz of Institute of Development Studies (IDS), UK.                                                                           Progress out of Poverty™ Tool                                        X                                                                    X                                                                        X                                                                                                                                          daniella_hawkins@hotmail.com      +44 (0)758 717 4540                               tion.org.uk
                                                                                                                                                                                      I have performed: PPI Piloting and PPI Implementation of 10 MFIs in
                                                                                                                                                                                      Indonesia (6 BPRs and 4 Cooperatives). These 6 BPRs are BPR Citra           I received Imp-Act CD during Boulder training and Imp-Act CD on Fulfilling the Promise: Managing Social Performance,
                                                                                                                                                                                      Arta Sedana, BPR Kencana, BPR NBP 30, BPR Artha Kencana, BPR                I have experience performing any of the following: impact assessments, client assessments, market research: with Microsave Team and MICRA Indonesia Team, I
                                                                                                                                                                                      BKK CIlacap and BPR Mekar Nugraha Klepu. These 4 cooperatives               was participated in Andara Link Market Research
                                       M&E Manager                                                                                      Grameen Foundation Progress out of            are Women Cooperative Citra Lestari, CU Pancaran Bahagia,                   I have conducted trainings for associations, networks, and/or support organizations.
                                       Economic               Mercy Corps                                                               Poverty™ Tool training, Boulder               Cooperative Baitul Ikhtiyar and Women Cooperative Setiabudi                 I have spoken on this topic at conferences/ workshops.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                http://indonesia.mercy
Ikhwan               Andi              Development Program    Indonesia                Indonesia                English, Bahasa         Microfinance Social Performance Course        Wanita                                                                      I taught myself using a combination of industry materials and direct experience.                                                                            Progress out of Poverty™ Tool                            X                   X                                                   X                                                                                         X                   X                                                                                                                                                                                                          corps.org/
                                                                                                                                                                                                                                                                  1) travail autodidacte;
                                                                                                                                                                                                                                                                  2) J'ai déjà travaillé avec des IMF dans le domaine de la performance sociale / gestion de la performance sociale.
                                                              Mutelle d'Epargne et                                                                                                                                                                                3) J'ai déjà effectué des évaluations globales des IMFs: MPC-DIVUTEC;
                                                              de Crédit (MPC-          Guinée-Bissau,                                                                                                                                                             4) J’ai participé au développement de stratégies et de processus de gestion pour les institutions suivantes: MPC-DIVUTECl
Issouf               MAIGA             Assistant Technique    DIVUTEC)                 Burkina Faso             Français                                                                                                                                          5) Autre experience: J’ai formé d’autres personnes sur cette matière.                                                                                               Outil SEEP/AIMS                                                                                                          X                X                     X                   X               X              X                   X                                      X                                                         X             X                                                                                           www.divutec.org
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Universidad
                                                            Instituto Nitlapan,                                                         Imp-Act Training of Trainers, four-day                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Centroamericana
                                       Coordinador Programa Universidad                                                                 training; Imp-Act SPM Introductory half-                                                                                  Facilitador de Diagnostico e implementacion de mejoras en GDS con el FDL (Nicaragua), Finca Honduras y Cooperativa San Antonio, (Nicaragua). Entrenando a           CERISE Social Performance Indicators                                                                                                                                                                                                                                                                                                                                                                                    Instituto Nitlapan
Jose Perez           Fransisco         de Investigacion     Centroamericana            Honduaras, Guatemala English, Spanish            day or one-day workshop                                                                                                   asesores de paises de la region centroamericana.                                                                                                                    (SPI) tool                                                           X                  X                                X                X                     X                                                  X                   X                                                                                                                      francisco.perez@nitlapan.org.ni                  22781343 Managua                   www.nitlapan.org.ni


                                                                                                                                        1) Imp-Act Training of Trainers, four-day
                                                                                                                                        training,
                                                                                                                                        2) Imp-Act SPM Introductory half-day or
                                                                                                                                        one-day workshop,
                                                                                                                                        3) Grameen Foundation Progress out of
                                                                                                                                        Poverty™ Tool training,
                                                                                                                                        4) Quality Audit Tool (QAT) training,
                                                                                                                                        5) CERISE Social Performance Indicators                                                                                   1) I learned through direct mentoring or guidance, such as one-on-one support.
                                                                                                                                        (SPI) tool training,                                                                                                      2) I have experience supporting or evaluating MFIs in the area of SP and/or SPM.
                                                                                                                                        6) Smart Campaign training                                                                                                3) I have experience performing holistic assessments of MFIs that include a SP and/or SPM component: QAT - CARD-MRI; QAT - Peoples Bank of CARAGA;
                                                                                                                                        My skills have been formally assessed: Imp-                                                                               GSA-Client Protection Principles - Kasagana Ka, Cantilan Bank
                                                                                                                                        Act consortium provided us training, and                                                                                  4) I have performed Market Research - NWTF; CARD
                                                                                                                                        we were able to deliver it. PPI Training was                                                                              5) I have conducted trainings for associations, networks, and/or support organizations.,                                                                            1) Quality Audit Tool (QAT),
                                                                                                                                        conducted by Jeff Toohig in 2008, while the                                                                               6) I have spoken on this topic at conferences/ workshops.,                                                                                                          2) Progress out of Poverty™ Tool,
                                                              Microfinance Council                                                      QAT training was a hands-on training with SP is part of our network's core program, thus, mentoring to our                7) I have trained other people on this topic.,                                                                                                                      3) Smart Campaign evaluation of client                                                                                                                                                                                                                                                                                                                        lalaine.joyas@microfinancecounci                                                    www.microfinancecou
Joyas                Lalaine           Executive Director     of the Philippines, Inc. Philippines              English, Filipino       Walter Tunittskyy and Kasia Pawlak           member organizations is one of our priorities.                               8) I have been involved with publishing materials on this topic.                                                                                                    protection                                       X                                      X                                                 X                                                                                                                                   X                                                                               l.org                            (632) 631-5920                                     ncil.org


                                                                                                                                                                                                                                                           1) He llevado a cabo evaluaciones integrales para las siguientes instituciones: en programa de crédito para vivienda de Fundación Génesis Empresarial
                                                                                                                                                                                                                                                           2) Tengo experiencia en los siguientes campos: evaluaciones de impacto, evaluaciones de cliente, investigación de mercado - Impacto para Fundación Génesis
                                                                                                                                                                                                                                                           Empresarial Línea de Base para Fundación Génesis Empresarial Investigación de Mercado para Fundación Génesis Empresarial Investigación de Mercado para
                                                                                                                                                                                                                                                           Asociación de Desarrollo Integral de la Cuenca del Lago de Atitlan                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          1) Nombre Skype:
                                                                                                                                                                                                                                                           3) He impartido cursos de formación para asociaciones, redes y/o organizaciones de apoyo.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    1)                                                                             ejuarezs
                                       Magister en                                                                                                                                                                                                         4) Autodidacta, utilizando una combinación de materiales del sector y experiencia directa.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   www.grupoanalitica.co                                                          2) Podría brindar
                                       Formulación y                                                                                                                                  1) El desempeño social es un aspecto clave de mi trabajo, como       5) Aplicándolo en la formulación de programas de microcrédito para vivienda en dos microfinancieras de Guatemala                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             m                                                                              asistencia técnica
                                       Evaluación de                                   Guatemala, El                                    Formación de Formadores Imp-Act               director de un programa de microcrédito para vivienda                6) He hablado sobre este tema en conferencias/seminarios.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                1)                                                         36 calle 13.97 zona 2,   2)                                                                             también a los Procesos
                                       Proyectos/Magister en Consultor                 Salvador, Nicaragua y                            (Training of Trainers), formación de cuatro   2) Tengo experiencia trabajando directamente con las IMFs en el área 7) He formado a otras personas en este tema.                                                                                                                               1) Herramientas MicroSave;                                                                                                                                                                                                                                                                                                                                    eljsepulveda@grupoanalitica.com 1) (502) 5580-0050         Residencias San          www.cidtecconsultore                                                           de Gestión de la
Juárez Sepúlveda     Edgar Laureano    Finanzas              Independiente             Honduras                 Inglés, Español         días                                          de desempeño social/GDS.                                             8) He estado involucrado en la publicación de materiales sobre este tema.                                                                                                  2) Clasificación social MicroRate                X                   X                                                   X                X                     X                   X                                                  X                                                                                                              X       2) ejuarez@cidtecconsultores.com 2) (502) 2286-0158        Angel 4                  s.com                 http://biblioteca.usac.edu.gt/tesis/03/03_3245.pdf       Innovación Social
                                                                                                                                                                                      Working at Grameen Foundation has given me the opportunity to
                                                                                                                                                                                      work with a variety of MFIs in developing their SPM and PPI                 1) I gained knowledge from conferences, workshops, and reading through the materials on the QAT, CERISE, and Imp-Act materials.
                                                                                                                                        1) Imp-Act Training of Trainers, four-day     strategies/plans. I am a regional PPI trainer and deployment officer        2) I have created or contributed to the development of most PPI materials.;
                                                                                                                                        training;                                     for the PPI and SPM. I am an expert in PPI materials, certified Imp-        3) I learned through direct mentoring or guidance, such as one-on-one support: I have been working in the SPM field for 2.5 years and worked with directly with
                                                                                                                                        2) Imp-Act SPM Introductory half-day or       Act SPM trainer and well versed in the QAT & CERISE tools. I have           colleagues and other industry leaders.;
                                       PPI Regional Trainer                                                                             one-day workshop;                             done PPI assessments for Grameen Koota, Fondeco, Sonata, ESAF,              4) I taught myself using a combination of industry materials and direct experience.;
                                       and Deployment                                  USA, previously in                               3) Grameen Foundation Progress out of         Yamdia, PT RUMA. I have done many other mini assessments of                 5) I have conducted trainings for associations, networks, and/or support organizations. I have spoken on this topic at conferences/ workshops. I have trained                                                                                                                                                                                                                                                                                                                                                                                                                                                         www.grameenfoundati
Kochendorfer         Mary Jo           Officer                Grameen Foundation       Philippines              English, Spanish        Poverty™ Tool training                        organizations and networks.                                                 other people on this topic.                                                                                                                                         Progress out of Poverty™ Tool                                        X                  X                                                 X                     X                                                                                                                                                                                                                                                                                 on.org



                                                                                                                                                                                      1) Providing technical assistance to MFIs interested in improving
                                                                                                                                                                                      their social performance.
                                                                                                                                                                                      2) I have experience performing holistic assessments of MFIs that
                                                                                                                                                                                      include a SP or SPM component: SPM 1) BWDA, Villupuram, Tamil
                                                                                                                                                                                      Nadu, India 2) Grameen Sahara, Chhayagaon, Assam Rapid
                                                                                                                                                                                      Institutional Assessments: With around 12 institutions.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  1) B-52, Kapoorthala
                                                                                                                                                                                      3) I have experience performing at least one of the following: impact                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Xing,Lucknow, UP,
                                                                                                                                                                                      assessments, client assessments, market research: Market Research:          1) I was part of the core team entrusted with the task of developing MicroSave's toolkit on SPM. Related to this, I also piloted the toolkit at two MFIs in India and                                                                                                                                                                                                                                                                                                                                                                                                                        India - 226006
                                                                                                                                                                                      1) To develop Education Loan Product: for Sahayata, Rajasthan,              worked on integrating SPM within MicroSave's SBP toolkit.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    2) New A.G.Colony, C-
                                                                                                                                                                                      India 2) To develop gamut of financial products for youths in               2) I learned through direct mentoring or guidance, such as one-on-one support.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               143, Saguna Mod,
                                                                                                                                                                                      Central Java, Indonesia: for Plan International 3) Research on              3) I taught myself using a combination of industry materials and direct experience.                                                                                                                                                                                                                                                                                                                                                                                                                                               neeraj@microsave.net              919956291841             Khagaul Road,                                                                                           Skype name:
Lal                  Neeraj            Senior Analyst         MicroSave                India, Indonesia         English, Hindi          MicroSave's training in SPM                   Savings scenarios, behaviour etc. in Madhya Pradesh, India: for IFC         4) I have trained other people on this topic.                                                                                                                         MicroSave tools                                X                   X                                                                    X                     X                   X               X              X                                      X                   X                                                         X             X       neeraj.microsave@gmail.com        6281284711798            Danapur, Bihar        www.microsave.org                                                                 neeraj.k.lal
                                                              AGENCE DE                                                                 1) Cours sur la performance sociale de                                                                                                                                                                                                                                                        « Social Performance Indicators (SPI) »
                                       CHEF DE                DEVELOPPEMENT                                                             Boulder Microfinance;                                                                                                     1) J'ai déjà travaillé avec des IMF dans le domaine de la performance sociale / gestion de la performance sociale.                                                  de CERISE, Rating social de Planet
LAMHASNI             KAMAL             PROGRAMME              SOCIAL                   MAROC                    Français                2) Formation de Planet Rating                                                                                             2) Autre experience: J’ai formé d’autres personnes sur cette matière.                                                                                               Rating                                           X                                                       X                                                                          X                                                                                         X                   X                                     X                                                                                                         www.ads.ma




                                                                                                                                                                                      1) Design, implement and analyse field research on SP
                                                                                                                                                                                      2) I have experience performing holistic assessments of MFIs that
                                                                                                                                                                                      include a SP or SPM component: PPI, PAT at Maxima (Cambodia) in                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  http://www.decon.uni
                                                                                                                                                                                      2010                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             pd.it/eng/
                                                                                                                                                                                      3) I have experience performing at least one of the following: impact                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            http://www.decon.uni
                                                                                                                                                                                      assessments, client assessments, market research: Client                    1) I have spoken on this topic at conferences/ workshops.,                                                                                                          1) Progress out of Poverty™ Tool,                                                                                                                                                                                                                                                                                                                                                                                                                pd.it/eng/staff/dett_do
                                                                                                                                                                                      assessment, impact evalutation (time series) at Maxima MFI                  2) I have trained other people on this topic.,                                                                                                                      2) USAID IRIS Poverty Assessment                                                                                                                                                                                                                                                                                                                                                                +39 049 827 4060         Via del Santo 33, 35122 c.php?ID_Docente=19                                                             Skype name:
Lanzavecchia         Alberto           Assistant professor    University of Padova     Italy                    English, Italian        None.                                         (Cambodia), in 2010                                                         3) I have been involved with publishing materials on this topic.                                                                                                    Tool (PAT)                                                           X                  X                                                                                                                          X                   X                  X                                                                                                   alberto.lanzavecchia@unipd.it     +39 338 7020844          Padova PD Italy         0                                                                               a.lanzavecchia
                                                                                                                                        Imp-Act Training of Trainers, four-day
                                                                                                                                        training; Grameen Foundation Progress out
                                                                                                                                        of Poverty™ Tool training; Quality Audit                                                                                                                                                                                                                                                      Quality Audit Tool (QAT); MicroSave
Ledesma              Jesila            Specialist             MicroSave                Philippines              English, Filipino       Tool (QAT) training                                                                                                       Impact Assessment of a TSPI Program, Client Satisfaction Surveys on TSPI program, Market Research for an MFI and TSPI products.                                     tools; SEEP/AIMS tool;                           X                   X                  X                                X                X                     X                   X                              X                                                                                                                                  X       jesila@microsave.net                                                                www.microsave.org
                                                                                                                                                                                                                                                                                                                                                                                                                                      MicroSave tools; SEEP/AIMS tool; M-
Leonard              Matthew           Analyst                MicroSave                India                    English, French         MicroSave tools                               SEEP/AIMS tool                                                              SPM diagnostic and action planning for Indian MFIs; Market research; Client assessments                                                                             CRIL social rating                               X                   X                  X                X                                X                     X                                                  X                                      X                   X                   X                   X                 X             X       matthew@microsave.net

                                                                                                                                                                                                                                                                  1) la guidance / le tutorat direct;
                                                                                       Continent Africain                                                                                                                                                         2) J'ai déjà travaillé avec des IMF dans le domaine de la performance sociale / gestion de la performance sociale.;
                                                                                       (Niger, Sénégal, Mali,                           1) Formation sur les « Social Performance     Responsable des études de performance sociale et d'impact au                3) J'ai déjà effectué des évaluations globales des IMFs: IMF INMAA Niger - IMF ASSUSU Niger - AMC INMAA Maroc - AMC Fondation Ardi Maroc;                           « Social Performance Indicators (SPI) »
                                                                                       Burkina Faso, Bénin,                             Indicators (SPI) » de CERISE;                 Maroc - Responsable Maroc pour l'ONG AQUADEV. Chargée                       4) J’ai participé au développement de stratégies et de processus de gestion pour les institutions suivantes: IMF INMAA Niger - IMF ASSUSU Niger - AMC               de CERISE, Formation « Poverty
                                       Responsable Desk       Développement Sans       Cameroun, Maroc,                                 2) Formation sur l’outil « Poverty            d'études de performance social et d'impact au Niger pour l'ONG              INMAA Maroc - AMC Fondation Ardi Maroc                                                                                                                              Assessment Tool (PAT) » de                                                                                                                                                                                                                                                                                                                                                                                                                        www.developpements       Le travail réalisé n'est pas diffusé sur Internet -
Leray                Delphine          Afrique                Frontières               etc.)                    Anglais, Français       Assessment Tool (PAT) » de USAID/IRIS         AQUADEV                                                                     5) Autre experience: J’ai formé d’autres personnes sur cette matière.                                                                                               USAID/IRIS                                       X                   X                                                   X                X                     X                   X                              X                   X                  X                   X                                                         X             X                                                                                           ansfrontieres.org        mais disponible sur simple demande.
                                                                                                                                                                                                                                                                  1) Formation developpées par l'AVISE (agence de valorisation des initiatives socio économique);
                                                                                                                                                                                                                                                                  2) Formation personnalisée en performance sociale / gestion de la performance sociale;
                                                                                                                                                                                                                                                                  3) la guidance / le tutorat direct, travail autodidacte
                                                                                                                                                                                      Chargé de mission Dispositif local d'accomapgnement 92 durant 3             4) Autre experience: J’ai réalisé des formations pour des associations, des réseaux et/ou des organisations de soutien., J’ai parlé sur ce sujet au cours de
Leterrier            Guillaume         chargé de programme    actenses                 France                   Français                                                              ans                                                                         conférences / ateliers., J’ai formé d’autres personnes sur cette matière.                                                                                                                                                                X                  X                                X                X                     X                   X                                                                     X                                                                             X                                                                                                         actenses.org

                                                                                                                                        Imp-Act SPM Introductory half-day or one-                                                                                 Conducted research for the SPM Guide for Imp-Act over several months - sourcing materials from Imp-Act, IDS, Grameen Foundation, CERISE, etc.
Linder               Chris             President              MicroSave India          India, Philippines       English, French         day workshop                                                                                                              complemented with primary research with over 50 professionals worldwide. Assisted the MicroSave team in developing and refining its own approach to SPM.            None                                             X                   X                                                                                          X                                                  X                                      X                                                                             X                     chris@microsave.net                                        Hyderabad, India
                                                                                                                                        1) Grameen Foundation Progress out of
                                                                                                                                        Poverty™ Tool training,                                                                                                   1) I was a member of a committee created by AMFI Kenya to advise on how the industry should carry out SPM.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   1) P.O Box 2299-60100,
                                       Finance &                                                                                        2) Smart Campaign training,                                                                                               2) I have spoken on this topic at conferences / workshops.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   Embu, Kenya.
                                       Administration                                                                                   3) Microfinanza SPM training,                 Am in charge of social performance for BIMAS and reporting to the           3) I taught myself using a combination of industry materials and direct experience.                                                                                                                                                                                                                                                                                                                                                                                                                                               1) maina@bimaskenya.com           1) +254 722 248670       2) P.O Box 2250 -60100,                                                                                 Skype name: Simon
Maina Waithaka       Simon             Manager                BIMAS                    Kenya                    English, Hindi          4) UNITUS training on SPM.                    MIX and MFTransparency                                                      4) I have trained other people on this topic.                                                                                                                                                                                            X                                                                                                              X                              X                   X                                                                                                X                     2) mainawaithaka@yahoo.com        2) +254 68 31645         Embu, Kenya             www.bimaskenya.com                                                              Maina Waithaka
                                                                                                                                        1) Imp-Act SPM Introductory half-day or
                                                                                                                                        one-day workshop;                                                                                                         1) I taught myself using a combination of industry materials and direct experience.
                                                                                                                                        2) Grameen Foundation Progress out of                                                                                     2) Our organization have been piloted for cerise version 2.0, QUAT tool and social audit tool.                                                                      CERISE Social Performance Indicators
                                                                                                                                        Poverty™ Tool training;                                                                                                   3) We have integrated SPM in ASHI;                                                                                                                                  (SPI) tool, Quality Audit Tool (QAT),
                                                                                                                                        3) Quality Audit Tool (QAT) training;                                                                                     4) I have experience performing holistic assessments of MFIs: My own organization                                                                                   Progress out of Poverty™ Tool,
                                                              AHON SA HIRAP                                                             4) CERISE Social Performance Indicators                                                                                   5) Other experience: I have conducted trainings for associations, networks, and/or support organizations., I have spoken on this topic at conferences/              SEEP/AIMS tool, MicroFinanza social
MERCADO-BUNKER       MILA              PRESIDENT              INC.                     Philippines              English                 (SPI) tool training                                                                                                       workshops., I have been involved with publishing materials on this topic.                                                                                           rating                                                               X                  X                                                                                                                          X                   X                  X                                                                                                   mila_bunker@yahoo.com                                                               ashi.org.phj

                                                                                                                                                                                      Dans mon poste actuel, j'ai defini une strategie de performance             1) J'ai developpe le SPI pour SPACE, service provider pour MFIs et le PAT (Poverty Assessment Tool). J'ai conduit plusieurs formations sur le SPI aux
                                                                                                                                                                                      sociale, issue de l'outil SPI de CERISE, un plan d'action precis sur 3      Philippines et realise des audits sociaux de MFIs. J'ai developpe aussi une strategie sociale pour le programme de micro credit que j'ai repris en main en 2008.;
                                                                                                                                                                                      ans pour mettre en place et developper des projets en accord avec la        2) travail autodidacte;
                                                                                                                                                                                      strategie definie aux differents echelons de l'organisation. Je travaille   3) J'ai déjà travaillé avec des IMF dans le domaine de la performance sociale / gestion de la performance sociale.;                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   http://www.ambafranc
                                                                                                                                        1) Formation sur les « Social Performance     actuellement sur le developpement potentiel d'une micro finance plus        4) J'ai déjà effectué des évaluations globales des IMFs: Proximity Funding Credit Cooperative;                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        e-
                                                              Proximity Funding                                                         Indicators (SPI) » de CERISE;                 environnementale (vehicules publics moins polluants aux                     5) J’ai participé au développement de stratégies et de processus de gestion pour les institutions suivantes: Proximity Funding Credit Cooperative;                                                                                                                                                                                                                                                                                                                                                                                                                                                                    ph.org/france_philippi
                                                              Philippines                                       Anglais, Français,      2) Formation sur l’outil « Poverty            Philippines, agri farming) et le developpement de prets pour PME,           6) Autre experience: J’ai réalisé des formations pour des associations, des réseaux et/ou des organisations de soutien., J’ai parlé sur ce sujet au cours de        « Social Performance Indicators (SPI) »                                                                                                                                                                                                                                                                                                                                                                                                           nes/spip.php?article23
Mouliac              Thomas            President              Foundation               Philippines              Philippin               Assessment Tool (PAT) » de USAID/IRIS         social entrepreneurship.                                                    conférences / ateliers., J’ai formé d’autres personnes sur cette matière.                                                                                           de CERISE, PAT de SPACE                                              X                  X                                X                X                     X                   X                                                                                         X                   X                   X                                                                                                                           1
                                                                                                                                                                                                                                                                  1) travail autodidacte;
                                                                                                                                                                                                                                                                  2) J'ai déjà travaillé avec des IMF dans le domaine de la performance sociale / gestion de la performance sociale.
MOULIOM                                                       ADVANS                                                                    Séminaire CGAP sur la gouvernance des                                                                                     3) j’ai participé au développement de stratégies et de processus de gestion pour les institutions suivantes: ADVANS CAMEROUN S.A;                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     www.advansgroup.co
ATANGANA             ZEDOU             Directeur d'agence     CAMEROUN S.A             Cameroun                 Français                institutions de microfinance.                                                                                             4) Autre experience: J’ai parlé sur ce sujet au cours de conférences / ateliers.                                                                                                                                                                                                                              X                     X                                                                                                                                                                       X                                                                                                         m


                                                                                                                                                                                      1) Hacer seguimiento a los consultores que realizan las consultorías
                                                                                                                                                                                      de GDS. He aplicado la metodología de GDS para establecer
                                                                                                                                                                                      sistemas de GDS en IMF;
                                                                                                                                                                                      2) Tengo experiencia trabajando directamente con las IMFs en el área
                                                                                                                                                                                      de desempeño social/GDS.
                                                                                                                                                                                      3) Tengo experiencia en a menos uno de los siguientes campos:
                                                                                                                                                                                      evaluaciones de impacto, evaluaciones de cliente, investigación de
                                                                                                                                                                                      mercado: -“Diseño de un modelo de compra conjunta de insumos
                                                                                                                                                                                      para productores de calzado en Granada y Masaya”. ONG
                                                                                                                                                                                      Opportunity International, Granada, noviembre de 2007. -
                                                                                                                                                                                      “Identificación del Potencial del Mercado Financiero de la Managua
                                                                                                                                                                                      de abajo para la apertura de una nueva sucursal por parte del Fondo
                                                                                                                                        1) Formación de Formadores Imp-Act            de Desarrollo Local (FDL)”. Instituto Nitlapan-UCA, 26 Abril de
                                                                                                                                        (Training of Trainers), formación de cuatro   2006. Coautoría. -“El comercio Internacional de Muebles de Madera
                                                                                                                                        días;                                         de la Micro y Pequeña Industria Nicaragüense: Limitantes y                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        1) www.redcamif.org
                                                                                                                                        2) Formación para la Indice de Avance para    Perspectivas”. Publicado en “La cadena maderera: en busca de los     1) He formado a otras personas en este tema.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Praderas del Doral, II   2)
                                                                                                                                        Salir de la Pobreza (Progress out of          eslabones perdidos”. Managua, Nicaragua; Nitlapan-UCA.               2) He apoyado en la formación de nuevos consultores en GDS.                                                                                                                                                                                                                                                                                                                                                                                                                                                                              1) pymecompite@gmail.com                                   etapa, Casa # 470,       www.misión.redcamif.                                                           Nombre skype:
Narváez Rodríguez    Eddy Alberto      Asistente técnico      REDCAMIF                 Nicaragua                Español                 Poverty,™ PPI) de Grameen Foundation          Cuaderno de investigación # 6. Junio de 1999.                        3) He aprendido mediante una guía o tutelaje, como un apoyo individual.                                                                                                                                                     X                                                                                        X                                                                        X                   X                                                                                                                      2) eddy.narvaez@misiongds.org     505-88492183             Managua, Nicaragua       org                                                                            eddnarvaez



                                                                                                                                                                                    1) Strategic planning Risk identfiication and mitigation strategies for
                                                                                                                                                                                    microfinance programs Design of appropriate appraisal, approval,
                                                                                                                                                                                    collection policies and procedures Design of monitoring and
                                                                                                                                                                                    supervision procedures Training of field staff Training of middle                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          1) Thekke Ambady,
                                                                                                                                                                                    level and senior management Program evaluations                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Poonithura, Kochi
                                                                                                                                                                                    2) I have experience performing at least one of the following: impact                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Kerala 682038 India
                                                                                                                                        Imp-Act Training of Trainers, four-day      assessments, client assessments, market research: Impact                                                                                                                                                                                          1) MicroSave tools,                                                                                                                                                                                                                                                                                                                                                                                                      2) 2475 Virginia
                                                                                                                English, Spanish,       training.                                   assessment Client assessment Market research Sathapana                        1) I learned through direct mentoring or guidance, such as one-on-one support.                                                                                      2) SEEP/AIMS tool,                                                                                                                                                                                                                                                                                                                                                                                                       Avenue, NW Apt 928
                                                                                                                French, Hindi, Tamil,   Yes, my skills have been formally assessed: (formerly CEB) Cambodia, Prasac Cambodia, AgroMicroFinance Sri                2) I taught myself using a combination of industry materials and direct experience.                                                                                 3) M-CRIL social rating,                                                                                                                                                                                                                                                                                                                                                                        919847041799             Washington DC 20037                                                                                     Skype name:
Nayar                Nina              Consultant             Independent              India and USA            Bengali                 Evaluation of training courses              Lanka, SEEDS Sri Lanka, RDRS Bangladesh                                       3) I have conducted trainings for associations, networks, and/or support organizations.,                                                                            4) Planet Rating social rating                   X                   X                  X                X               X                X                     X                                                  X                                      X                   X                   X                   X                 X             X       ninanayar@hotmail.com             914842304362             USA                                                                                                     nina.nayar
Social Performance Task Force
Database of Technical Assistance Providers in Social Performance Management for Microfinance Institutions

                                                     Identifying Information                                                                                                                                                                                                                               Training                                                                                                                                                                 Experience/ Interest in Providing TA in These Areas:                                                                                                                                                                                                                                                                                                                                           Contact Information
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Analysis of existing                                                                                                                                                                                           Support for
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          strategy, processes    Strategic planning   Non-financial    Information                                                                                                                                       implementing
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       Social                                                             and systems to         to more clearly      services (e.g.   systems and    Qualitative         Quantitative        Staff issues,                                                                              process and
                                                                                         Primary countries                                                                                For those who learned on the job, primary roles and                                                                                                                                                                                                                                                          performance                                          Impact        identify areas for     define mission,      education        computerized   research and        research and        incentives, and   Responsibility to   Responsibility to   Responsibility to                change                                                                  Mailing                                         Materials posted online related to your
Last name              First name       Current title           Institution              of operation      Languages                      Formal training received                        responsibilities related to social performance                             Other experience                                                                                                                                                     Tools used                                Market research    assessment tools   Social audits    Social ratings   assessments   improvements           goals and strategy   program)         MIS            analysis on clients analysis on clients human resources   clients             the environment     the community       Governance   management     Email Address(es)                Telephone               Address(es)             Website(s)              SP work                                 Other

                                                                                                                                          1) Formation sur les « Social Performance
                                                                                                                                          Indicators (SPI) » de CERISE;
                                                                                                                                          2) Je suis détenteur du diplôme de Master
                                                                                                                                          en microfinance et développement
                                                                                                                                          communautaire de l'Université Catholique
                                                                                                                                          d'Afrique Centrale de
                                                                                                                                          Yaoundé/CAMEROUN depuis août 2010.
                                        Responsable de la       Réseau des                                                                Durant ce cursus, on a suivi le cours de        J'élabore chaque année un rapport sur les indicateurs de
                                        base de données et      Institutions de                                                           performance sociale. Bien plus J'ai participé   performances concernant les IMFs membres du RIM; Je collecte des
                                        renforcement des        Microfinance au                                                           à un atelier sur les performances sociales      informations financières et non financières au près des IMFs
NGENDAKURIYO           Ernest           capacités               Burundi "R.I.M"          BURUNDI                  Français                organisé à Bujumbura en 2007 par MAIN.          membres du RIM-BURUNDI                                                                                                                                                                                                                                                                                                                                                                    X                     X                                                  X                   X                                                                                                              X                                                                                        www.rimburundi.org
                                                                                                                                                                                                                                                               I have received higher management training focusing on total performance management of organizations, strategy development, and organizing.
                                                                                                                                                                                                                                                               I have performed holisitc assessments: People's Bank of Caraga Enterprise Bank Green Bank of Caraga
                                                                                                                                                                                                                                                               I have experience performing any of the following: impact assessments, client assessments, market research: Cooperative Bank of Cotabato - strategic planning
                                                                                                                                                                                          I have been one of the primary promoters of microfinance for poverty and market research Peace and Equity Foundation - assessment of one of its programs in Mindanao
                                                                                                                                                                                          alleviation in Mindanao, Philippines as part of my work with the     I have conducted trainings for associations, networks, and/or support organizations.
                                                                                                                                                                                          People's Credit and Finance Corporation. I have worked and helped I have trained other people on this topic.                                                                                                                                    Quality Audit Tool (QAT), Progress
                                                                Mindanao                                                                  Imp-Act Training of Trainers, four-day          organized, and guided microfinance institutions over the past 13     I learned through direct mentoring or guidance, such as one-on-one support.                                                                                                out of Poverty™ Tool, MicroSave                                                                                                                                                                                                                                                                                                                                                                                                                www.mindanaomicrofi
Ordoñez                Jeffrey          Executive Director      Microfinance Coalition Philippines                English, Filipino       training, Quality Audit Tool (QAT) training     years.                                                               I taught myself using a combination of industry materials and direct experience.                                                                                           tools, SEEP/AIMS tool                            X                                      X                                                 X                     X                                                  X                                      X                                                                             X             X                                                                                        nance.org
                                                                                                                                                                                                                                                                     1) Parte de la formación recibida incluye tutelaje desde el Programa MISIÓN para las implementaciones que se realizan;
                                                                                                                                                                                                                                                                     2) He utilizado las herraientas de PROMIFN COSUDE en el manual de planificación estratégica para microfinanzas.;                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            http://webccee.url.edu.gt/revistaeco/ultimo_num
                                                                                                                                                                                                                                                                     3) He llevado a cabo evaluaciones integrales para las siguientes instituciones: En Guatemala: 1. FAFIDESS 2. FIACG Otras evaluaciones sin componente social                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 _dig.htm,
                                                                                                                                                                                                                                                                     1. FUNDEA 2. Cooperativa KACHOCH Evaluacionesde cartera 1. ASDIR 2. CRYSOL 3. GENESIS 4. FUNDAP 5. BANTRAB 6. Cooperaiva Guadalupana                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        http://www.infomipyme.com/Docs/GT/Offline/mi
                                                                                                                                                                                                                                                                     7.Cooperativa COLUA;                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        crofinanzas/Los_bancos_comunales_como_una
                                                                                                                                                                                                                                                                     4) He realizado los siguientes: He participado como consultor de apoyo, en evaluaciones de impacto a: Fideicomiso paa el Desarrollo Local en Guatemala.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     _alternativa_de_financiamiento.pdf,
                                                                                                                                                                                                                                                                     Investigación de mercado para RED FASCO y sus siete IMF afiliadas. Asociación de Pescadores Artesanales de Guatemala.Cooperativa Guayacán. Líneas de                 Herramientas MicroSave, Herramienta                                                                                                                                                                                                                                                                                                                                                                                                                                    http://www.infomipyme.com/Docs/GT/Offline/tec
                                                                                                                                          Formación de Formadores Imp-Act                 Coordiné el trabajo de implementación de GDS en una institución de         base para FONDESOL, RED FASCO y siete IMF afiliadas.;                                                                                                                SEEP/AIMS, Herramientas de                                                                                                                                                                                                                                                                                                                                                                                                                                             nicos/mercadoSDE/sdeprint.htm,
                                                                Consultor                                                                 (Training of Trainers), formación de cuatro     segundo piso. Ahora como consultor estoy trabajando en la                  5) Otra experiencia: He impartido cursos de formación para asociaciones, redes y/o organizaciones de apoyo., He hablado sobre este tema en                           PROMIFIN Herramientas del                                                                                                                                                                                                                                                                                                                                                                                                                                              http://www.infomipyme.com/Docs/GT/Offline/tec
Orozco Paredes         Ezrra Israel     Magister en Finanzas    Independiente            Guatemala, El Salvador Inglés, Español           días                                            implementación de GDS en dos microfinancieras en Guatemala                 conferencias/seminarios., He estado involucrado en la publicación de materiales sobre este tema.                                                                     Programa MISIÓN y COPEME                         X                   X                  X                                X                X                     X                                                  X                   X                                                                                                              X                                                                                        en construcción         nicos/clasificacion.htm
                                                                                                                                                                                          Chef d'Agence d'une IMF j'ai eu l'oppôrtunité de gérer des
                                                                                                                                                                                          partenariat avec les ONG Internationales telles que LOUVAIN
                                                                                                                                                                                          DEVELOPPEMENT de BELGIQUE, la DANIDA et des Projets de
                                                                                                                                                                                          développement tous tourné vers une mission sociale. D'où la                1) travail autodidacte;
                                        Directeur du                                                                                                                                      nécessité de concilier la mission financière de mon entité à celle         2) J'ai déjà travaillé avec des IMF dans le domaine de la performance sociale / gestion de la performance sociale.
                                        Département                                                                                                                                       sociale des partenaires. C'est dans ce cadre qu'à travers des lectures     3) J'ai déjà effectué des évaluations globales des IMFs: Partenariat PAPME BENIN/ONG LOUVAIN DEVELOPPEMENT;
                                        Microfinance et         Social Consulting                                                                                                         que je me suis fais une idée de cette thématique qui depuis lors           4) J’ai participé au développement de stratégies et de processus de gestion pour les institutions suivantes: PAPME BENIN/ONG LOUVAIN DEVELOPPEMENTl
OSSENI INOUSSA         Alassane         Gestion des Projets     Group                    BENIN                    Français                                                                m'intéresse à plus d'un titre.                                             5) Autre experience: J’ai réalisé des formations pour des associations, des réseaux et/ou des organisations de soutien.                                                                                                                                      X                                                                       X                   X                              X                                                          X
                                                                                                                                                                                                                                                                     1) He aprendido mediante una guía o tutelaje, Autodidacta, utilizando una combinación de materiales del sector y experiencia directa; 2) Durante las Consultorías
                                                                                                                                                                                                                                                                     recibimos retroalimentación del Lic. Tomás Rodríguez;                                                                                                                Herramienta de Indicadores de
                                                                                                                                          Formación de Formadores Imp-Act                 1) Realizando las Consultorías en IMF guatemlatecas con la asesoría        2) He llevado a cabo evaluaciones integrales para las siguientes instituciones: Fafidess y ASDIR; 3) He realizado los siguientes: Diagnóstico de Competitividad      Desempeño Social ("Social
Palmieri Santisteban                                            Walter Palmieri                                                           (Training of Trainers), formación de cuatro     del Lic. Tomás Rodríguez; 2) He aprendido también realizando               en Pequeñas Empresas, SACALÁ, REALCASA; DENTAGRO. Auditorías de RRHH: Promoagro; 3) Otra experiencia: He impartido cursos de formación para                          Performance Indicators", SPI) de
de Walter              María Carlota    Directora Ejecutiva     Consultores              Guatemala, El Salvador Inglés, Español           días                                            Consultorías de GDS                                                        asociaciones, redes y/o organizaciones de apoyo., He hablado sobre este tema en conferencias/seminarios., He formado a otras personas en este tema.                  CERISE                                                               X                  X                                X                X                     X                   X                                                                     X                   X
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 1)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 http://vuae.pair.com/portales/serfirural/uploads/
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 media/Diagnostico_PRODERNOR_-
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 _Resumen_Ejecutivo.pdf
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 2)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 http://www.catie.ac.cr/econegociosagricolas/Ban
                                                                                                                                          Formación de Formadores Imp-Act                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        coMedios/Documentos%20PDF/6-
                                                                                                                                          (Training of Trainers), formación de cuatro                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            2%20pr%C3%A1cticas%20promisorias%20en%2
                                                                                                                                          días, Introducción a la GDS Imp-Act, taller                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            0finanzas%20rurales%20-%20pasos.pdf
                                                                                                                                          de medio día o un día, 1. Microfinanzas en                                                                                                                                                                                                                                                      Herramienta de Indicadores de                                                                                                                                                                                                                                                                                                                                                                                                                                          3)
                                                                                                                                          Bouler, Colorado 2. Riesgo Financiero. 3.                                                                                                                                                                                                                                                       Desempeño Social ("Social                                                                                                                                                                                                                                                                                                                                                                      1) 505-2269-0419                                                        http://www.cepal.cl/publicaciones/xml/7/37987/lcl
                                                                Universidad                                                               Herramienta de Gobernabilidad en                Tengo experiencia trabajando directamente con las IMFs en el área          1) He hablado sobre este tema en conferencias/seminarios.                                                                                                            Performance Indicators", SPI) de                                                                                                                                                                                                                                                                                                                              rosapasos@cablenet.com.ni,       2) 505 2278-3800 ext.                                                   3135pe.pdf                                        Nombre Skype:
Pasos Arguello         Rosa             Directora IADE          Americana (UAM)          Nicaragua                Inglés, Español         Microfinanzas.                                  de desempeño social/GDS.                                                   2) He aprendido mediante una guía o tutelaje, como un apoyo individual.                                                                                              CERISE                                                                                                                                                                                                                                                                        X                                                                       X       rosa.pasos@uam.edu.ni            5301                    Apartado 4588           www.uam.edu.ni          4) www.cepal.org                                  rosapasos
                                                                                                                                                                                          Through my involvement with MFIs, technology and reporting, the
                                                                                                                                                                                          importance of social performance quickly became clear especially in
                                                                MicroPlanet                                                                                                               helping the MFI to assess the impact of its lending practices against                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          www.microplanettech.
Patel                  Jiten            CEO                     Technologies Inc         USA                      English                                                                 its Mission to helping those at the BOP.                                   Other experience: Discussed the importance and value of PPI with MFIs                                                                                                Progress out of Poverty™ Tool                    X                                      X                                                 X                     X                                                  X                                      X                                                                             X             X       jpatel@microplanettech.org       609-379-2779                                    org

                                                                                         Netherlands,                                                                                                                                                                                                                                                                                                                                     CERISE Social Performance Indicators
                                                                                         Nigaragua, Guatemala,                                                                                                                                                       1) Supported various MFIs in developing and implementing a management system to identify, manage and report on their economic, social and environmental              (SPI) tool; Quality Audit Tool (QAT);
                                                                                         Bolivia, Tanzania,                                                                                                                                                          impact.;                                                                                                                                                             Progress out of Poverty™ Tool;                                                                                                                                                                                                                                                                                                                                a.pater@triodosfacet.nl; ;
Pater                  Alberic          Consultant              Triodos Facet            South Africa          English, Spanish           Informal                                                                                                                   2) Conducted an client satisfaction survey and impact assessment for MFI.                                                                                            SEEP/AIMS tool;                                                      X                                                   X                X                     X                                                                      X                  X                   X                   X                   X                               X       sustainability@triodosfacet.nl   +31 (0)30 6933766                                                                                                         Skype: alberic_pater
                                                                                                                                          Imp-Act Training of Trainers, four-day
                                                                                                                                          training; Imp-Act SPM Introductory half-
                                                                                                                                          day or one-day workshop; Grameen                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       Unit 503,
                                                                                                                                          Foundation Progress out of Poverty™ Tool                                                                                   Define the regional and country SPM strategy, help implement the global Oikockredit SPM strategy and translate them into action plans; facilitate the                CERISE Social Performance Indicators                                                                                                                                                                                                                                                                                                                                                                                   Transmaritime Bldg.
                                        Social Performance                                                                                training; Quality Audit Tool (QAT)                                                                                         implementation of SPM support to partners, monitor the results of SPM interventions, promote SPM as a marketing tool, among others. Managed the                      (SPI) tool; Progress out of Poverty™                                                                                                                                                                                                                                                                                                                                                                                   #66 Timog Ave. Bgy.
                                        Management Regional                                                                               training; Social Return on Investment                                                                                      implementation of the PPI in 9 partners of Oikocredit in the Philippines. Implemented: impact assessment studies, client exit surveys, a case study on Social        Tool; MicroSave tools; SEEP/AIMS                                                                                                                                                                                                                                                                                                                                                                                       Sacred Heart, Quezon
Pelejo                 Meldy            Coordinator         Oikocredit, EDCS U.A. Philippines, Cambodia           English, Filipino       Develoment Indexing                                                                                                        Return on Investment in a cooperative, case studies on the social performance indicators of MFIs.                                                                    tool                                             X                   X                  X                                X                X                     X                   X                              X                   X                                      X                                                                       X       mpelejo@oikocredit.org           +632-4102399            City, Philippines       www.microsave.org
                                                                Service Provider and                                                      Imp-Act Training of Trainers, four-day                                                                                     I have conducted trainings for associations, networks, and/or support organizations.                                                                                 CERISE Social Performance Indicators
                                                                Capability Enhancer,                                                      training, CERISE Social Performance                                                                                        I have spoken on this topic at conferences/ workshops.                                                                                                               (SPI) tool, USAID IRIS Poverty
Peraz                  Edwin            Executive Director      Inc.                     Philippines              English, Filipino       Indicators (SPI) tool training                  Supervice SPI implementation to MFI                                        I have trained other people on this topic.                                                                                                                           Assessment Tool (PAT)                                                X                                                                    X                     X                   X                                                                                                                                                                                                                                                          www.spaceinc.org.ph
                                                                                                                                                                                                                                                                     1) He llevado a cabo evaluaciones integrales para las siguientes instituciones: FDL, Nicaragua; Finca Honduras; Cooperativa San Antonio, Nva Guinea,
                                                                                                                                          Formación de Formadores Imp-Act                 Facilitador de Diagnostico e implementacion de mejoras en GDS con          Nicaragua;                                                                                                                                                           Herramienta de Indicadores de
                                                             Instituto Nitlapan,                                                          (Training of Trainers), formación de cuatro     el FDL (Nicaragua), Finca Honduras y Cooperativa San Antonio,              2) He realizado los siguientes: Evaluacion de Impacto de Politicas/Programas de Gobiernos junto al Banco Mundial y al FIDA;                                          Desempeño Social ("Social
                                        Coordinador Programa Universidad                 Nicaragua, Honduras,                             días, Introducción a la GDS Imp-Act, taller     (Nicaragua). Entrenando a asesores de paises de la region                  3) Otra experiencia: He impartido cursos de formación para asociaciones, redes y/o organizaciones de apoyo., He hablado sobre este tema en                           Performance Indicators", SPI) de
Perez                  Francisco Jose   de Investigacion     Centroamericana             Guatemala                Inglés, Español         de medio día o un día                           centroamericana                                                            conferencias/seminarios., He formado a otras personas en este tema., He estado involucrado en la publicación de materiales sobre este tema.                          CERISE                                                               X                  X                                X                X                     X                                                  X                   X                                                                                                                                                                                                       www.nitlapan.org.ni
                                                                                                                                                                                                                                                                                                                                                                                                                                          1) CERISE Social Performance
                                                                                         India, Philipines,                                                                                                                                                                                                                                                                                                                               Indicators (SPI) tool,
                                                                                         Indonaisia, Kenya,                               Grameen Foundation Progress out of                                                                                                                                                                                                                                                              2) Progress out of Poverty™ Tool,                                                                                                                                                                                                                                                                                                                             aanchalpiplani@gmail.com         91-9956291846           B-52, Mahanagar Ext,                                                                              Skype name:
Piplani                Aanchal          Analyst                 MicroSave                Uganda                   English                 Poverty™ Tool training                                                                                                   0 I learned through direct mentoring or guidance, such as one-on-one support.                                                                                          3) MicroSave tools                                                   X                  X                                                                       X                                                                                                                                                                       X                     aanchal@microsave.net            +91-9919252653          Lucknow                 www.microsave.org                                                         aanchal.piplani
                                                                                                                                                                                                                                                                     I have performed: I am a rater specialized in Social Performance management rating at Planet Rating., I have experience performing any of the following: impact
                                                                                                                  English, Spanish,                                                       I am a rater at Planet Rating Asia specialized in ratings and              assessments, client assessments, market research: Market research for a greenfield institution (MicroCred China), I have conducted trainings for associations,
                                                                                         Philippines, France,     French, Mandarin        Imp-Act Training of Trainers, four-day          assessments of MFIs' Social Performance Management. I am also a            networks, and/or support organizations., I have spoken on this topic at conferences/ workshops., I have trained other people on this topic., I participated in a     CERISE Social Performance Indicators
PONS                   Blandine Dina    Senior Analyst          Planet Rating            China                    Chinese                 training, Planet Rating training                leading trainer in Social Performance Rating Methodolgy                    formal training on some aspect of social performance.                                                                                                                (SPI) tool, Planet Rating social rating                                                 X                X                                X                     X                                                                                                             X                                       X                 X             X                                                                                        www.planetrating.com

                                                                                                                                          1) Formation pour Formateurs Imp-Act,
                                                                                                                                          formation de quatre jours;
                                                                                                                                          2) Formation personnalisée en performance
                                                                                                                                          sociale / gestion de la performance sociale;    J'étais chargée d'un programme au sein dINAFI visant la mesure de
                                                                                                                                          3) J'ai effectué des recherches doctorales      limpact social pour ses IMF membres. Jai géré tous les aspects (           1) travail autodidacte;
                                        (Jusqu'en avril 2010)                                                                             sur la mesure des performances sociales         logistiques, opérationnels, stratégiques, financiers...) du programme,     2) J'ai déjà travaillé avec des IMF dans le domaine de la performance sociale / gestion de la performance sociale.                                                   « Social Performance Indicators (SPI) »
                                        SIM (Social Impact                                                                                dans les institutions de microfinance en        ai développé des supports de formation et ai formé des institutions à      3) Autre experience: J’ai réalisé des formations pour des associations, des réseaux et/ou des organisations de soutien., J’ai parlé sur ce sujet au cours de         de CERISE, SIM tool ( INAFI/
Rahal                  Sonia            measurement) manager INAFI                       Afrique, Asie, Europe    Anglais, Français       afrique de l'ouest.                             lusage de l'outil.                                                         conférences / ateliers.                                                                                                                                              OXFAM/ ORDINA)                                   X                   X                  X                X               X                X                     X                   X                              X                                                          X                   X                   X                 X                                                                                                      http://www.inafi.org/
                                                                                                                                          1) Imp-Act Training of Trainers, four-day
                                                                                                                                          training,                                                                                                                  1) I learned through direct mentoring or guidance, such as one-on-one support.
                                                                                                                                          2) Grameen Foundation Progress out of                                                                                      2) I have experience supporting or evaluating MFIs in the area of SP and/or SPM.
                                                                                                                                          Poverty™ Tool training,                                                                                                    3) I have experience performing holistic assessments of MFIs that include a SP and/or SPM component: QAT - CARD, Center for Community Transformation and
                                                                                                                                          3) Quality Audit Tool (QAT) training,                                                                                      Surigao Economic Development Foundation, Inc; SMART Campaign - Ahon sa Hirap, Inc., ICTUS and TIBUD.
                                        Development                                                                                       4) CERISE Social Performance Indicators         One of our organization's priorities is implementing the roll out of       4) I have conducted trainings for associations, networks, and/or support organizations.,                                                                 1) Quality Audit Tool (QAT),
                                        Communications          Microfinance Council                                                      (SPI) tool training,                            SPM among partner organizations; we have this peer learning                5) I have spoken on this topic at conferences/ workshops.,                                                                                               2) Smart Campaign evaluation of client                                                                                                                                                                                                                                                                                                                                    kakay.rico@microfinancecouncil.o                                                 www.microfinancecou
Rico                   Therese Marie    Coordinator             of the Philippines, Inc. Philippines              English, Filipino       5) Smart Campaign training                      communities where experiences of MFIs are shared in relation to SP.        6) I have been involved with publishing materials on this topic.                                                                                         protection                                                                                          X                                                                                                                                                                                     X                                                                               rg                               (632) 6315920                                   ncil.org

                                                                                                                                                                                          1) He llevado a cabo evaluaciones integrales para las siguientes
                                                                                                                                                                                          instituciones: Fondo de Desarrollo Local, FDL, Nicaragua
                                                                                                                                                                                          Cooperativa 20 de abril. Fundación para el Desarrollo Rural,
                                                                                                                                                                                          FUNDESER.;
                                                                                                                                                                                          2) He realizado los siguientes: Evaluación de Impacto de política          1) He impartido cursos de formación para asociaciones, redes y/o organizaciones de apoyo.,                                                                           Herramienta de Indice de Avance para
                                                                                                                                          Formación de Formadores Imp-Act                 pública en el desarrollo rural, Nitlapan-UCA, Nicaragua. Evaluación        2) He hablado sobre este tema en conferencias/seminarios.                                                                                                            Salir de la Pobreza (Progress out of
                                        Coordinador para        Programa Misión, CRS Nicaragua, El                                        (Training of Trainers), formación de cuatro     de desempeño de cooperativas de servicios multiples apoyadas por           3) He formado a otras personas en este tema.                                                                                                                         Poverty, PPI™), Herramienta de                                                                                                                                                                                                                                                                                                                                                                                         Apdo. Postal: LM 276    www.mision.redcamif.
Rodriguez              Tomas            Centroamérica           - REDCAMIF           Salvador, Guatemala          Inglés, Español         días                                            la Cooparación de Dinamarca. PASA-DANIDA;                                  4) He estado involucrado en la publicación de materiales sobre este tema.                                                                                            auditoria social del Programa Misión                                 X                  X                                X                X                     X                                                  X                   X                                                          X                                                           tomas.e.rodriguez.a@gmail.com    (505) 22788013          Managua, Nicaragua.     org                     www.spblog.org/


                                                                                                                                                                                          1) Soy Jefa de Desempeño Social desde hace 5 años, psicóloga con
                                                                                                                                                                                          formación socia desde hace 25 años. capacito en DS en PRISMA,
                                                                                                                                                                                          trabajo en género, educación, aplicamos herramientas de pobreza,
                                                                                                                                                                                          satisfacción, deserción.                                                                                                                                                                                                                        1) Herramienta de Indicadores de
                                                                                                                                          1) Formación para la Indice de Avance para      2) Tengo experiencia trabajando directamente con las IMFs en el área                                                                                                                                                                            Desempeño Social ("Social
                                                                                                                                          Salir de la Pobreza (Progress out of            de desempeño social/GDS.                                             1) He impartido cursos de formación para asociaciones, redes y/o organizaciones de apoyo.                                                                                  Performance Indicators", SPI) de
                                                                                                                                          Poverty,™ PPI) de Grameen Foundation;           3) Tengo experiencia en a menos uno de los siguientes campos:        2) He hablado sobre este tema en conferencias/seminarios.                                                                                                                  CERISE+J2
                                                                                         Mi trabajo es en Perú,                           2) Herramienta de Indicadores de                evaluaciones de impacto, evaluaciones de cliente, investigación de   3) He formado a otras personas en este tema.                                                                                                                               2) Herramienta de Indice de Avance                                                                                                                                                                                                                                                                                                                                                                                     Calle Carlos Gonzales
                                        Jefa de Desempeño       Microfinanzas            pero he capacitado en                            Desempeño Social (Social Performance            mercado: estudios de mercado para implementar módulos educativos 4) He estado involucrado en la publicación de materiales sobre este tema.                                                                                                      para Salir de la Pobreza (Progress out                                                                                                                                                                                                                                                                                                                                                         1) 51-1-6165500         251 Maranga - San       1) www.prisma.org.pe                                                      Nombre skype:
Rosas Lizárraga        Norma            Social                  PRISMA                   Bolivia, Colombia        Español                 Indicators, SPI) de CERISE                      con Freedom From Hunger, evaluaciones de clientes con PRISMA         5) Autodidacta, utilizando una combinación de materiales del sector y experiencia directa.                                                                                 of Poverty, PPI™)                                X                                                                                                                                  X                              X                                                          X                   X                   X                                       nrosas@prisma.org.pe             2) 51-1-998496365       Miguel / Lima - Perú    2) www.mfp.org.pe                                                         prismanrosas

                                                                                                                                                                                                                                                                     1) I am mentored by our Executive Director who attended the Imp-Act SPM training of trainer;
                                                                                                                                                                                                                                                                     2) I am currently using the Guidelines for Social Performance Management in Microfinance by Imp-Act, a book Putting the 'social' into performance mangement:
                                                                                                                                                                                                                                                                     A practice-based guide for microfinance, Guidelines for Cerise SPI ver3.2;
                                                                                                                                                                                                                                                                     3) I have experience performing holistic assessments of MFIs that include a social performance/SPM component: SP assessment using CERISE SPI ver.3.2 as tool                                                                                                                                                                                                                                                                                                                                                                                                                                1) 4th Floor Rm.401
                                                                                                                                                                                                                                                                     to: UPLIFT Phils. SEED Inc. Inner City Dev. Cooperative (ICDC) GataDaku Multipurpose Cooperative (GDMPC) Maranding Women Investor Multipurpose                                                                                                                                                                                                                                                                                                                                                                                                                                              #900 UMC Bldg.,
                                                                                                                                                                                                                                                                     Cooperative (MWIMPC) Paglaum Multipurpose Cooperative (PMPC) Hagdan sa Pag-uwag Foundation Inc. (HSPFI);                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    United nations Ave.,
                                                                                                                                                                                                                                                                     4) I have experience performing any of the following: impact assessments, client assessments, market research: I have conducted SPACE Client Poverty                                                                                                                                                                                                                                                                                                                                                                                                                                        Ermita Manila;
                                        Officer-In-Charge                                                                                 Imp-Act SPM Introductory half-day or one- I have conducted social audit of different MFIs in our country using             Scorecard to the following Institutions: UPLIFT Phils. SEED Inc. Inner City Development Cooperative (ICDC) GataDaku Multipurpose Cooperative (GDMPC)         CERISE Social Performance Indicators                                                                                                                                                                                                                                                                                                                                                                                           2) 6804 Ramos Cmpd.
                                        Social Responsibility                                                                             day workshop; CERISE Social Performance Cerise SPI and SPACE Client Poverty Scorecard (SPACE CPS) as a                     Maranding Women Investor Multipurpose Cooperative (MWIMPC);                                                                                                  (SPI) tool; SPACE Client Poverty                                                                                                                                                                                                                                                                                                                                                                       (632) 497-5763; (632)   Bangkal St. Los                                                                                   Skype name:
Saavedra               Lourdes          Department              SPACE Inc.               Philippines              English, Filipino       Indicators (SPI) tool training            tool for assessment.                                                             5) Other experience: I have spoken on this topic at conferences/ workshops; I have trained other people on this topic                                        Scorecard (SPACE CPS)                                    X                   X                  X                                X                X                     X                   X                              X                   X                                      X                   X                   X                                       lourdes.saavedra@space-inc.org   407-1572                Banos, Laguna           space-inc,org                                                             lou_saavedra
                                                                                                                                                                                                                                                                                                                                                                                                                                          CERISE Social Performance Indicators
                                                                                                                                                                                                                                                                                                                                                                                                                                          (SPI) tool; Progress out of Poverty™
                                                                                                                                                                                                                                                                                                                                                                                                                                          Tool; M-CRIL social rating; Planet
                                        Sustainability Unit                                                                               Imp-Act SPM Introductory half-day or one-                                                                                                                                                                                                                                                       Rating social rating; MicroFinanza
Schuite                Geert            Leader                  Triodos Facet            Netherlands              English, Dutch          day workshop                                                                                                               Certification and various training on social and environmental management at company level; Triple bottom line assessments, risk management assessments              social rating                                                        X                  X                                X                X                     X                   X               X              X                   X                  X                   X                   X                   X                 X             X       gj.schuite@triodosfacet.nl
                                                                                                                                          Imp-Act Training of Trainers, four-day
                                                                                                                                          training, Grameen Foundation Progress out       I have performed: QAT for the following: Cebu Microenterprise              I have conducted trainings for associations, networks, and/or support organizations.
                                                                Ateneo Graduate                                                           of Poverty™ Tool training, Quality Audit        Development Foundation Inc. Rural Bank of Guinobatan Surigao               I have trained other people on this topic.                                                                                                                           Quality Audit Tool (QAT), Progress                                                                                                                                                                                                                                                                                                                                                                                                                                     http://www.themfmi.org/resources/category.php?
Sebastian              Asuncion         Lecturer                School of Business       Philippines              English, Filipino       Tool (QAT) training                             Economic Development Foundation                                            I participated in a formal training on some aspect of social performance.                                                                                            out of Poverty™ Tool                                                 X                  X                                                 X                                                                        X                   X                                                                                                                                                                                                       gsb.ateneo.edu          selectid=3

                                                                                                                                          1) Imp-Act Training of Trainers, four-day       1) Working on Opportunity International - MFI project on social
                                                                                                                                          training;                                       performance integration
                                                                                                                                          2) Imp-Act SPM Introductory half-day or         2) I have experience performing holistic assessments of MFIs that
                                                                                                                                          one-day workshop;                               include a SP or SPM component: GO, Chennai, RGVN Assam etc                 1) I learned through direct mentoring or guidance, such as one-on-one support.                                                                                       1) Progress out of Poverty™ Tool,                                                                                                                                                                                                                                                                                                                                                                                      602, PACIFIC
                                                                                         work internationally,                            3) Grameen Foundation Progress out of           3) I have experience performing at least one of the following: impact      2) I taught myself using a combination of industry materials and direct experience.                                                                                  2) Smart Campaign evaluation of client                                                                                                                                                                                                                                                                                                                                                                                 SQUARE, 32ND
                                        SENIOR RESEARCH         EDA RURAL                but based in Gurgaon,                            Poverty™ Tool training;                         assessments, client assessments, market research: names                    3) I have conducted trainings for associations, networks, and/or support organizations.,                                                                             protection,                                                                                                                                                                                                                                                                                                                                                   training@edarural.com                                    MILESTONE,
SEN                    PALLAVI          ANALYST                 SYSTEMS                  India                    English, Hindi          4) Quality Audit Tool (QAT) training            confidential                                                               4) I have trained other people on this topic.                                                                                                                        3) M-CRIL social rating                          X                   X                  X                X               X                X                     X                   X               X              X                   X                  X                   X                   X                   X                 X             X       pallavisen@edarural.com          91124 4268707           GURGAON                 www.edarural.com        excerpts can be shared if requested
                                                                                                                                                                                                                                                                     I have conducted the first social performance audit in Pakistan.
                                                                                                                                                                                                                                                                     I have also the founder member of first social performance based organization of Pakistan from its first step, SPM Practice guide, Discussions at SPM networks
                                                                                                                                                                                                                                                                     and social performance Task force
                                                                                                                                                                                                                                                                     I have experience performing any of the following: impact assessments, client assessments, market research:Impact Assessment at Asasah, Implementing at
                                                                                                                                                                                                                                                                     organizational level, I participated in a formal training on some aspect of social performance.,
                                                                                                                                          Imp-Act SPM Introductory half-day or one-                                                                                  I learned through direct mentoring or guidance, such as one-on-one support.
                                                                                                                                          day workshop, I attended a one day traing                                                                                  I taught myself using a combination of industry materials and direct experience.                                                                                     CERISE Social Performance Indicators                                                                                                                                                                                                                                                                                                                                                                                                                                   Microfinance Focus News Reinventing
                                                                                                                  English, Hindi, Urdu,   programe at micro credit summit Bali      Auditing social performance at client at staff level. managing social            I learned on the job—social performance is a key part of my work.                                                                                                    (SPI) tool, Quality Audit Tool (QAT),                                                                                                                                                                                                                                                                                                                                                                                                                                  microfinance in Pakistan
Shah                   Farhat           CEO                     Farz Foundation          Pakistan                 Panjabi                 Indonesia With Ms.Sinha                   performance at organizational level                                              I attended madrid conference and won the roprting award as well                                                                                                      Progress out of Poverty™ Tool                    X                                      X                                X                                                          X                              X                                      X                   X                   X                   X                               X                                                                                        farzfoundation.org      SPM network


                                                                                                                                          1) Imp-Act Training of Trainers, four-day
                                                                                                                                          training;
                                                                                                                                          2) Imp-Act SPM Introductory half-day or
                                                                                                                                          one-day workshop;
                                                                                                                                          3) Grameen Foundation Progress out of
                                                                                                                                          Poverty™ Tool training;                         1) I have been part of the development of the Imp-Act SPM training,                                                                                                                                                                             1) CERISE Social Performance
                                                                                                                                          4) Quality Audit Tool (QAT) training;           the QAT, PWR and working with a number of MFIs on SPM                                                                                                                                                                                           Indicators (SPI) tool,
                                                                                                                                          5) Boulder Microfinance Social Performance      2) I have experience performing holistic assessments of MFIs that                                                                                                                                                                               2) Quality Audit Tool (QAT),
                                                                                                                                          Course;                                         include a SP or SPM component: Small Enterprise Foundation,                                                                                                                                                                                     3) Progress out of Poverty™ Tool,
                                                                                                                                          6) PWR, SEEP/AIMS tools                         Microloan Foundation, LAPO, SinapiAba Trust, SHARE,                        1) I taught myself using a combination of industry materials and direct experience.                                                                                  4) MicroSave tools,
                                                                                                                                          Yes, my skills have been formally assessed:     3) I have experience performing at least one of the following: impact      2) I have conducted trainings for associations, networks, and/or support organizations.,                                                                             5) SEEP/AIMS tool,                                                                                                                                                                                                                                                                                                                                                                                                   1) IDS, University of
                                                                                                                                          I've delivered all of the above training as a   assessments, client assessments, market research: impact                   3) I have spoken on this topic at conferences/ workshops.,                                                                                                           6) Smart Campaign evaluation of client                                                                                                                                                                                                                                                                                                                                                                               Sussex
                                                                Institute of                                                              facilitator, so I have been assessed through    assessment/client assessment - LAPO, SinapiAba Trust, SHARE,               4) I have trained other people on this topic.,                                                                                                                       protection,                                                                                                                                                                                                                                                                                                                                                                                                          2) Brighton. BN1 9RE.     www.ids.ac.uk;                                                            Skype name:
Simanowitz             Anton            Research Manager        Development Studies      UK                       English                 the evaluation of the people I have trained     SEF, MLF, CARD                                                             5) I have been involved with publishing materials on this topic.                                                                                                     7) M-CRIL social rating                          X                   X                  X                X               X                X                     X                   X                              X                   X                  X                   X                                                                       X       antons@ids.ac.uk                          441273328713 UK                        www.imp-act.org         www.Imp-Act.org                                   antonsimanowitz

                                                                                                                                          1) Atelier Imp-Act d’introduction à la
                                                                                                                                          gestion de la performance sociale ; atelier
                                                                                                                                          d’une demi-journée ou d’une journée                                                                                   1) J'ai déjà travaillé avec des IMF dans le domaine de la performance sociale / gestion de la performance sociale.
                                                                                                                                          entière;                                                                                                              2) J'ai déjà effectué des évaluations globales des IMFs: MECRE GOMA; MECRE BENI; IMF HEKIMA de GOMA; IMF EMCO de GOMA; IMF BARAKA PRECE
                                                                                                                                          2) Formation sur les « Social Performance       En tant que Assistant technique, nous avons appuyé des IMF dans DE GOMA et COOPEC MOCC de GOMA et COOPEC COODEFI BUTEMBO
                                                                                                                                          Indicators (SPI) » de CERISE;                   la relecture de leur mission, vision et objectifs pour une meilleure  3) J’ai participé au développement de stratégies et de processus de gestion pour les institutions suivantes: MECRE GOMA; MECRE BENI; IMF HEKIMA de
                                                                                         BURKINA FASO,                                    3) Formation personnalisée en performance       prise en compte des performances sociales au cours de leur atelier de GOMA; IMF EMCO de GOMA; IMF BARAKA PRECE DE GOMA et COOPEC MOCC de GOMA et COOPEC COODEFI BUTEMBO.;
SOMDA                  Sanbé Yannick    Assistant Technique     FPM/PASMIF RDC           RDC                      Français                sociale / gestion de la performance sociale     stratégie.                                                            4) Autre experience: J’ai parlé sur ce sujet au cours de conférences / ateliers.                                                                   Outil « Quality Audit Tool (QAT) »                                      X                   X                  X                                                 X                     X                   X                              X                   X                  X                   X                   X                   X                 X             X

                                                                                                                                          Quality Audit Tool (QAT) training
                                                                                                                                          CERISE Social Performance Indicators (SPI)                                                                                 1) I have performed the following: client assessments and market research- Launch of General Clients Needs Assessment and Client Segmentation according to
                                                                                                                                          tool training                                                                                                              poverty level
                                                                                                                                          Sanabel Microfinance Network for the Arab                                                                                  2) I have experience performing holistic assessments of MFIs that include a social performance and/or social performance management component: Quality Audit
                                                                                                                                          States, Master in Microfinance. My skills                                                                                  Tool for FMF-Egypt in 2009, MIX Social Performance Standards Report 2009
                                                                                                                                          have been formall assessed: Approval of                                                                                    3) I have experience supporting or evaluating MFIs in the area of social performance and/or social performance management
                                                                                                                                          the Masterthesis "Effective and efficient                                                                                  4) I have trained other people on this topic.                                                                                                                CERISE Social Performance Indicators
                                                            FMF-Egypt, The Aga                                                            Microfinance Governance" - testing a       Responsible for translation of mission into practice by business                5) I have spoken on this topic at conferences/ workshops.                                                                                                    (SPI) tool, Quality Audit Tool (QAT),
                                        Business            Khan Agency for                                       English, Italian,       framework for social performance. I can    planning, monitoring and evaluation, market research on client                  6) I have been involved with publishing materials on this topic.                                                                                             Smart Campaign evaluation of client                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Skype Name:
Steiner                Alexandra        Development Manager Microfinance                 Egypt                    German                  provide the Master Thesis upon request.    needs, product development                                                      7) I taught myself using a combination of industry materials and direct experience.                                                                          protection                                               X                                      X                                                 X                     X                   X                              X                   X                  X                   X                                                         X             X       alixandra.steiner@gmail.com                                                      www.akdn.org                                                              alixandra.steiner

                                                                                                                                                                                                                                                                     1) Direct work with Microl Guarneri and Lucia Spaggiari of MicroFinanza Rating on performing Comprehensive Social Ratings (with client survey and FGDs).
                                                                                                                                                                                                                                                                     2) Gained knowledge using industry materials: IMP-ACT programme materials, CERISE materials, MicroFinanza Rating internal materials, MIX Social Performance
                                                                                                                                                                                                                                                                     Indicators pilot, M-CRIL social performance rating guidelines...
                                                                                                                                                                                          Participated in Social Ratings in Tanzania, oPt, Philippines, and lead     3) I have experience performing holistic assessments of MFIs: Yes, combined social+financial rating with Yehu, Kenya.
                                                                                                                                          1) Grameen Foundation Progress out of           social rating exercise in Kenya. Also conducted sensitization              4) I performed client surveys and FGDs for WEDAC-Tanzania; UNRWA-Jerusalem; ASHI-Philippines; Yehu-Kenya.
                                                                                                                                          Poverty™ Tool training;                         workshops for MFIs involved in social ratings and through                  5) Other experience: I have spoken on this topic at conferences/ workshops., I have trained other people on this topic., I have been involved with publishing        Progress out of Poverty™ Tool,                                                                                                                                                                                                                                                                                                                                                                                                                                         http://www.microfinancegateway.org/p/site/m/te    Skype name:
STOKSTAD               INGRID           Consultant              IFC                      Kenya                    English, Italian        2) MicroFinanza Rating training                 marketing activities.                                                      materials on this topic.                                                                                                                                             MicroFinanza social rating                       X                   X                  X                                X                X                     X                   X                              X                   X                                      X                   X                   X                                       ingridstokstad@gmail.com                                                         www.ifc.org             mplate.rc/1.9.36466/                              ingridstokstad
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 25, Olchazor str
                                                                                                                  English, Uzbek,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Tashkent Flat 42
                                                                                                                  Kazakh and Kyrgyz,      Imp-Act Training of Trainers, four-day                                                                                     Conducted training on SPM and SPM reporting for MFIs and concept SPM for regulators and policy makers. Condcuted impact assessment of UNDP funded                                                                                                                                                                                                                                                                                                                                                                                                                                           house 13 Center-13,
Tadjibaeva             Dildora          Consultant & Trainer    NAMOCU                   Uzbekistan               Russian                 training; Quality Audit Tool (QAT) training     Imp-Act SPM Introductory half-day or one-day workshop                      projects with main focus on social performance.                                                                                                                      None                                                                                                                                                                                                                                                                                                                                                          tdildora@yahoo.com                                       Tashkent                www.ced.uz
                                                                                                                                                                                                                                                                     1) Master in Microfinance University of Bergamo Italy;
                                                                                                                                                                                                                                                                     2) J'ai déjà travaillé avec des IMF dans le domaine de la performance sociale / gestion de la performance sociale.
                                                                                                                  Anglais, Français,      1) Cours sur la performance sociale de                                                                                     3) J'ai déjà effectué des évaluations globales des IMFs: Amasezerano Community Banking Rwanda;
Thiam                  Safietou         gerante                 meckhoss gui             Sénégal                  Italien                 Boulder Microfinance                                                                                                       4) Autre experience: J’ai parlé sur ce sujet au cours de conférences / ateliers.                                                                                                                                                                                                                                                                         X                                                                                                             X                   X                 X
                                                                                                                                                                                                                                                                     1) I taught myself using a combination of industry materials and direct experience.                                                                                  CERISE Social Performance Indicators
                                                                                                                                                                                          I have conducted various research projects related to poverty              2) 1- Non-performing loan study, AMK 2- Poverty outreach,AMK 3- Competition report, AMK                                                                              (SPI) tool, Progress out of Poverty™                                                                                                                                                                                                                                                                                                                          1) thunvathana@yahoo.com;
                                                                                                                                          International Training of Trainers on the       outreach, clients satisfaction, multiple loans, over indebtedness,         3) Other experience: I have conducted trainings for associations, networks, and/or support organizations., I have trained other people on this topic., I have been   Tool, USAID IRIS Poverty                                                                                                                                                                                                                                                                                                                                      2)                           (855)11294166;              #16, St. 222, Phnom     www.amkcambodia.co      http://int-erd.org/images/IJERDvol1_1/125-
Thun                   Vathana          Research Manager        AMK                      Cambodia                 English                 SPM Strategy Workshop                           changes of clients' lives....                                              involved with publishing materials on this topic.                                                                                                                    Assessment Tool (PAT)                            X                                      X                                X                                                          X                              X                                      X                   X                   X                   X                               X       thun.vathana@amkcambodia.com (855)90700309               Penh, Cambodia          m                       131.pdf                                           Skype name: Vathana
                                                                                                                                                                                                                                                                     I have experience performing any of the following: impact assessments, client assessments, market research: Use of PPI data along with other data for market
                                                                                                                                                                                                                                                                     research analysis purposes.
                                                                                                                                                                                          Training organizations and direct support services. In 4 years at the      I have conducted trainings for associations, networks, and/or support organizations.
                                                                                                                                                                                          Grameen Foundation I have trained and supported numerous MFIs.             I have spoken on this topic at conferences/workshops.
                                                                                                                                                                                          This training focused on PPI but always within a SPM context.              I have trained other people on this topic.
                                                                                                                                          Imp-Act Training of Trainers, four-day          Many of our assessments have helped orgs position PPI within a             I have been involved with publishing materials on this topic.
                                                                                                                                          training, Grameen Foundation Progress out       holistic approach. I've worked with support orgs like MCPI and             I learned through direct mentoring or guidance, such as one-on-one support.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         www.grameenfoundati
Toohig                 Jeff             Deputy Director         Grameen Foundation       USA                      English, Spanish        of Poverty™ Tool training                       Oikocredit and also directly w MFIs.                                       I taught myself using a combination of industry materials and direct experience.                                                                                     Progress out of Poverty™ Tool                    X                   X                  X                                                 X                     X                                                  X                   X                                                                                                              X                                                                                        on.org              www.progressoutofpoverty.org
Social Performance Task Force
Database of Technical Assistance Providers in Social Performance Management for Microfinance Institutions

                                                  Identifying Information                                                                                                                                                                                                                 Training                                                                                                                                                                Experience/ Interest in Providing TA in These Areas:                                                                                                                                                                                                                                                                                                                                       Contact Information
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Analysis of existing                                                                                                                                                                                           Support for
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        strategy, processes    Strategic planning   Non-financial    Information                                                                                                                                       implementing
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     Social                                                             and systems to         to more clearly      services (e.g.   systems and    Qualitative         Quantitative        Staff issues,                                                                              process and
                                                                                    Primary countries                                                                       For those who learned on the job, primary roles and                                                                                                                                                                                                                                                      performance                                          Impact        identify areas for     define mission,      education        computerized   research and        research and        incentives, and   Responsibility to   Responsibility to   Responsibility to                change                                                              Mailing                                          Materials posted online related to your
Last name             First name     Current title           Institution            of operation      Languages               Formal training received                      responsibilities related to social performance                          Other experience                                                                                                                                                      Tools used                              Market research    assessment tools   Social audits    Social ratings   assessments   improvements           goals and strategy   program)         MIS            analysis on clients analysis on clients human resources   clients             the environment     the community       Governance   management     Email Address(es)           Telephone                Address(es)             Website(s)               SP work                                 Other
                                                                                                                              Quality Audit Tool (QAT) training; USAID                                                                                                                                                                                                                                                    Quality Audit Tool (QAT); USAID
                                                                                                          English, Russian,   IRIS Poverty Assessment Tool (PAT)                                                                                                                                                                                                                                                          IRIS Poverty Assessment Tool (PAT);                                                                                                                                                                                                                                                                                                                                                                              63 Chornovil Ave, 5th
Tounytsky             Walter         Consultant              MFC                    Ukraine, Poland       Polish, Ukrainian   training                                                                                                              Workshops and practical consulting assignments aimed at improving SPM practice in MFIs; Microinsurance demand study, Ukraine and Pakistan                             MicroSave Tools                                                    X                  X                                                 X                     X                   X                                                                                                                                                                         waltertt@gmail.com          +380 32 293 50 92        Floor, Lviv, Ukraine
                                                                                                                              Imp-Act SPM Introductory half-day or one-                                                                             Managed social performance for Prisma Micrfinance for 2 years. Conducted donor due diligence reviews including social components for 5
                                                             Social Enterprise                            English, Spanish,   day workshop; Grameen Foundation                                                                                      institutions.Researched social impact models for microfinance and produced a paper on the subject which was published by the UN for its year of MicroCredit.          SEEP/AIMS tool; Grameen Foundation                                                                                                                                                                                                                                                                                                                                                                                                       www.socialenterprise.
Tulchin               Drew           Managing Partner        Associates             USA                   French              Progress out of Poverty™ Tool training                                                                                Published and contributed to three SEEP Network papers on the topic.                                                                                                  Progress out of Poverty™ Tool                  X                   X                  X                                X                X                     X                   X               X              X                                      X                   X                   X                   X                 X             X       drew@socialenterprise.net                                                    net
                                                                                                                              Formación de Formadores Imp-Act                                                                                       1) Actualmente estoy concluyendo los primeros 3 procesos de GDS y he sido supervisada por el coordinador centroamericano del Programa Misión;
                                                             Universidad de Costa                                             (Training of Trainers), formación de cuatro   Desarrollo de procesos de GDS en 3 instituciones microfinancieras       2) He llevado a cabo evaluaciones integrales para las siguientes instituciones: Considero que la auditoría social que se realiza dentro del proceso de GDS califica
Valerín Barboza       Ericka         Bachiller en Psicología Rica                   Costa Rica            Inglés, Español     días                                          de Costa Rica                                                           como una evaluación integral de la IMF;                                                                                                                                                                                                  X                  X                X                                                                          X                              X                                      X                                                           X                                                                                                                    www.ucr.ac.cr
                                                                                                                                                                                                                                                                                                                                                                                                                          CRS/COPEME auto-evaluation tool
                                     Project Manager/                                                     English, Spanish,                                                                                                                         Working with MFIs in Latin Am. & Senegal, applying performance management tools. Implementation of Balanced Scorecard, client and market segmentation, &              based on the Criteria for Performance                                                                                                                                                                                                                                                                                                                                                   (511) 997350172; (511)   Av. San Miguel 750      http://www.praxis.com.
Villagra Villanueva   Jose           Consultant              PRAXIS                 Perú, Argentina       French              Informal                                                                                                              competency based management.                                                                                                                                          Excellence                                                                                                             X                X                                                                                                                                                                                                                   jvillagra@praxis.com.pe     2232208                  Lima 32 Peru            pe
                                                                                                                                                                                                                                                                                                                                                                                                                          Herramienta de Indicadores de
                                                                                                                                                                                                                                                                                                                                                                                                                          Desempeño Social ("Social
                                                                                                                                                                                                                                                                                                                                                                                                                          Performance Indicators", SPI) de
                                                                                                                                                                                                                                                    1) He aprendido mediante una guía o tutelaje;                                                                                                                         CERISE, Herramienta de Auditoría de
                                                                                                                                                                                                                                                    2) Autodidacta, utilizando una combinación de materiales del sector y experiencia directa;                                                                            calidad ("Quality Audit Tool", QAT),
                                                                                                                                                                                                                                                    3) tesis doctoral con bancos de desarrollo en venezuela;                                                                                                              Herramienta de Indice de Avance para
                                                                                                                                                                                                                                                    4) Los materiales utilizados son guias sptf, encuestas y entrevistas a expertos;                                                                                      Salir de la Pobreza (Progress out of
                                     doctor en ciencias de   universidad                                                                                                                                                                            5) He llevado a cabo evaluaciones integrales para las siguientes instituciones: bancos de desarrollo de venezuela;                                                    Poverty, PPI™), Herramienta
                                     la ingenieria mencion   politecnica antonio                                                                                            sistemas de control para desarrollar instituciones sostenibles en laS   6) Otra experiencia: He hablado sobre este tema en conferencias/seminarios., He formado a otras personas en este tema., He estado involucrado en la publicación       SEEP/AIMS, Clasificación social
Viloria Silva         Amelec Jesus   productividad           jose de sucre          Venezuela             Inglés, Español                                                   MICROFINANZAS                                                           de materiales sobre este tema.                                                                                                                                        MicroFinanza                                                       X                  X                                X                X                     X                   X                              X                   X                                                                              X                 X             X                                                                                    www.unexpo.edu.ve

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           Room 1343, Rural
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           Development Institute
                                                                                                                              Imp-Act Training of Trainers, four-day                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       of China Academy of
                                                                                                                              training; CERISE Social Performance                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Social Sciences, No. 5,
                                     Managing Deputy         China Association of                                             Indicators (SPI) tool training; Boulder                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Jianguomennei,
Wang                  Dan            Secretary General       Microfinance           China                 English, Chinese    Microfinance Social Performance Course                                                                                None provided                                                                                                                                                         None                                                                                                                                    X                     X                                                                                         X                                                                                                   danwsc@gmail.com            +632-4102399             Beijing, 100732, China www.chinamfi.net
                                                                                                                                                                                                                                                    I worked with Gabrielle Athmer when we performed QAT at Wasasa MFI, Ethiopia, Putting SPM into practice, BSC for Strategic planning and other materials               Quality Audit Tool (QAT), Progress
                                                                                                                              Imp-Act SPM Introductory half-day or one- Assistant consultant during QAT audit and consultatn for                    given to me Terrafina,, I have performed: QAT and incorporating SPM in job descriptions of Wasasa MFI, Ethiopia, I have spoken on this topic at conferences/          out of Poverty™ Tool, SEEP/AIMS
                                                             Addis Ababa                                                      day workshop, Quality Audit Tool (QAT)    restructuring of the Wasasa MFI for institutionalization of SPM in          workshops., I participated in a formal training on some aspect of social performance., I taught myself using a combination of industry materials and direct           tool, Planet Rating social rating,
Workie                Bantie         Lecturer                University             Ethiopia              English, Amharic    training, Planet Rating training          same.                                                                       experience.                                                                                                                                                           MicroFinanza social rating                     X                   X                  X                                X                X                     X                   X               X                                                     X                   X                                       X                 X             X                                                                                    http://www.aau.edu.et
                                                                                                                                                                                                                                                    1) J'ai déjà travaillé avec des IMF dans le domaine de la performance sociale / gestion de la performance sociale.
                                                                                                                                                                                                                                                    2) J'ai déjà effectué des évaluations globales des IMFs: 1) Buussa Gonofaa en Ethiopie, Formation application du QAT 2) U IMCEC Dakar au Sénégal pour une
                                                                                                                                                                                                                                                    première duplication;
                                                                                                                                                                                                                                                    3) J’ai participé au développement de stratégies et de processus de gestion pour les institutions suivantes: 1) GRAINE SARL au Burkina en cours de réalisation
                                     Consultant spécialisé                          Burkina Faso, Mali,                                                                                                                                             pour la définition d'indicateurs de performances sociales à prendre en compte dans un plan d'affaires.
ZONGO                 Annace         en Microfinance         CONSULT CONSEIL        Rwanda                Anglais, Français   1) Formation sur le « Quality Audit Tool »                                                                            4) Autre experience: J’ai participé à la publication de matériels concernant ce sujet.                                                                                Outil « Quality Audit Tool (QAT) »                                                                                                      X                     X                                                                                                                                                                                     X

				
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