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GENDER DASHBOARD - review
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DimensionSub-dimensionStandardCodingIndicatorAnswerSource2X ChallengeNotes/GuidanceIncluded in the SPI AlinusIncluded in SPI Gender dashboard
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Organization infoOrganizationGovernanceNumber of board membersNumberCerisex
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Organization infoOrganizationGovernanceNumber of women board membersNumberCerisex
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Organization infoOrganizationStaff composition and working conditionsNumber of staffNumberCerisex
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Organization infoOrganizationStaff composition and working conditionsWomenNumberCerisex
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Organization infoOrganizationStaff composition and working conditionsNumber of staff in credit and front office operationsNumberCerisex
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Organization infoOrganizationStaff composition and working conditionsWomenNumberCerisex
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Organization infoOrganizationStaff composition and working conditionsMenNumberCerisex
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Organization infoOrganizationStaff composition and working conditionsNumber of management staffNumberCerisex
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Organization infoOrganizationStaff composition and working conditionsWomenNumberCerisex
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Organization infoOrganizationStaff composition and working conditionsMenNumberCerisex
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Organization infoOrganizationStaff composition and working conditionsAnnual total payrollNumberCerisex
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Organization infoOrganizationStaff composition and working conditionsAnnual women payrollNumberCerisex
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Organization infoOrganizationClient compositionNumber of active borrowersNumberCerisex
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Organization infoOrganizationClient compositionWomen borrowersNumberCerisex
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1.Social StrategyGENDER STRATEGY1.A The provider has a strategy to achieve its social goals1.A.1.11.A.1.1 The strategy defines the demographic and socioeconomic characteristics of target clients.Yes/No/PartiallyCerisexWomen are clearly mentioned in the strategy, reference to women led-SMEs is clearxx
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1.Social StrategyGENDER STRATEGY1.A The provider has a strategy to achieve its social goals1.A.1.21.A.1.2 The strategy identifies the benefits that the provider seeks to create for clients, such as strengthening the roles of women in their household and their local communityYes/No/PartiallyCerisexThe strategy also seeks to reinforce the access to capital to women led-SMEs and women entrepreneurship as a wholeSPI 5 Fullx
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1.Social StrategyGENDER STRATEGY1.B The provider collects, analyses, and reports data that are specific to its social goals.1.B.2.21.B.2.2 The provider analyses outcomes for different segments of clients according to their profile and financial behaviour. Minimum frequency: annuallyYes/No/PartiallyCerisexOutcome related to women led-SMEs are also taken into account when assessing the annual FI performanceSPI 5 Full
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2. Committed LeadershipGENDER STRATEGY2.A Members of the board of directors hold management accountable for achieving the provider's social goals.2.A.4.1 2.A.4.1 The board includes social targets in the CEO/Managing Director's performance evaluation.Yes/No/PartiallyCerisexIn line with a strategy that foster equality ?SPI 5 Full
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2. Committed LeadershipGENDER STRATEGY2.A Members of the board of directors hold management accountable for achieving the provider's social goals.2.A.3.4 2.A.3.4 The board takes corrective action when it identifies risks to clients, risks to employees, or when the provider is not achieving its social goals.Yes/No/PartiallyCerisexLinked to the above, to define is women in terms of clients and staffx
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2. Committed LeadershipGENDER STRATEGY2.B Senior management is responsible for implementing the provider's strategy for achieving its social goals.2.B.2.32.B.2.3 Management takes corrective action when it identifies risks to clients, risks to employees, or when the provider is not achieving its social goals.Yes/No/PartiallyCerisexAs abovex
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1.Social StrategyGENDER STRATEGY1.A The provider has a strategy to achieve its social goals1.A.1.4 1.A.1.4 The provider defines a “do no harm” strategy that articulates how it will mitigate the social risks connected to the use of its products and servicesYes/No/PartiallyCerisexx
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4. Client ProtectionGENDER STRATEGY4.C The provider enforces fair and respectful treatment of clients.4.C.1.24.C.1.2 The provider's policies prohibit the following: client intimidation (notably sexual harassment), and discrimination against sexYes/No/PartiallyCerisexGBV can be more precise, see belowx
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2. Committed LeadershipGENDER STRATEGY2.A Members of the board of directors hold management accountable for achieving the provider's social goals.2.A.2.12.A.2.1 During new member orientation or subsequent training, the provider trains each board member on the provider’s social goals.Yes/No/PartiallyCerisexMore precise see belowSPI 5 Full
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5. Responsible Human Resource DevelopmentGENDER STRATEGY5.C The provider's Human Resource Development system supports its social strategy.5.C.2.15.C.2.1 The provider trains all employees on its social goals and how their work contributes to achieving these goals and reinforces this on an ongoing basis.Yes/No/PartiallyCerisexMore precise see belowSPI 5 Full
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5. Responsible Human Resource DevelopmentGENDER STRATEGY5.A The provider creates a safe and equitable work environment.5.A.2.35.A.2.3 The provider analyses salary data to check that men and women receive equal pay for equal work and have equal opportunities for pay increase/promotionYes/No/PartiallyCerisexx
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5. Responsible Human Resource DevelopmentGENDER STRATEGY5.B The provider's Human Resource Development system is designed to attract and maintain a qualified and motivated workforce.5.B.1.4 5.B.1.4 Men and women receive equal opportunities for training and skill development.Yes/No/PartiallyCerisexSPI 5 Full
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5. Responsible Human Resource DevelopmentGENDER STRATEGY5.A The provider creates a safe and equitable work environment.5.A.1.15.A.1.1 The provider’s Human Resource policy explains employees’ rights and responsibilities related to anti-harassment safeguardsYes/No/PartiallyCerisexCheck on GBVx
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5. Responsible Human Resource DevelopmentGENDER STRATEGY5.A The provider creates a safe and equitable work environment.5.A.1.35.A.1.3 The provider’s non-discrimination policy towards employees covers sexYes/No/PartiallyCerisexx
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GENDER STRATEGYThe provider can use this space to add any comments about its gender strategy. For example, it can disclose the number of board members trained on the provider's social goals, and provide further details on its policy regarding anti-harassment (such as mentioning Gender Based Violence and specific safeguards concerning sexual harassment etc.).Free textCerise
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RESULTS AT CLIENTS' LEVELACCESS AND USE OF FINANCIAL SERVICESWomen borrowers and loans dedicated to womenNumberCerise
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3. Client-Centred Products and ServicesRESULTS AT CLIENTS' LEVEL3.A The provider collects and analyses data to understand clients' needs.ACCESS AND USE OF FINANCIAL SERVICES3.A.2.13.A.2.1 The provider analyses transactional data (PAR, average loan size, loan repayments, savings deposits and withdrawals) by demographic and socioeconomic segments of its clients.Yes/No/PartiallyCeriseSPI 5 Full
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3. Client-Centred Products and ServicesRESULTS AT CLIENTS' LEVEL3.A The provider collects and analyses data to understand clients' needs.ACCESS AND USE OF FINANCIAL SERVICES3.A.2.23.A.2.2 The provider analyses product use (types and frequency) by demographic and socioeconomic segments of its clients.Yes/No/PartiallyCeriseSPI 5 Full
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3. Client-Centred Products and ServicesRESULTS AT CLIENTS' LEVEL3.A The provider collects and analyses data to understand clients' needs.ACCESS AND USE OF FINANCIAL SERVICES3.A.3.3 3.A.3.3 The provider investigates whether stresses at the household level make it more difficult for clients to use its products and services.Yes/No/PartiallyCeriseSPI 5 Full
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4. Client ProtectionRESULTS AT CLIENTS' LEVEL4.A The provider does not over indebt clients.ACCESS AND USE OF FINANCIAL SERVICES4.A.1.4.24.A.1.4.2 The provider checks its algorithms for bias against sex and corrects it as needed.Yes/No/PartiallyCeriseDigital?
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OUTCOME ACCESS AND USE OF FINANCIAL SERVICESRESULTS AT CLIENTS' LEVELACCESS AND USE OF FINANCIAL SERVICES% of women clients who declare that they didn't use the loan alone.NumberCerise
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OUTCOME ACCESS AND USE OF FINANCIAL SERVICESRESULTS AT CLIENTS' LEVELACCESS AND USE OF FINANCIAL SERVICES% of women clients declaring that their loan was used for household needs.NumberCerise
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OUTCOME ACCESS AND USE OF FINANCIAL SERVICESRESULTS AT CLIENTS' LEVELACCESS AND USE OF FINANCIAL SERVICES% of women clients declaring that due to the loan, their stress levels (household relations, time and budget management etc.) in general have increasedNumberCerise
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OUTCOME ACCESS AND USE OF FINANCIAL SERVICESRESULTS AT CLIENTS' LEVELACCESS AND USE OF FINANCIAL SERVICES% of women clients declaring that they have experienced negative aspects (too much work for the client or for family members, negative changes in household relations) of the loan in the household and personal life.NumberCerise
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OUTCOME ACCESS AND USE OF FINANCIAL SERVICESRESULTS AT CLIENTS' LEVELACCESS AND USE OF FINANCIAL SERVICESThe provider can use this space to add comments about its strategy concerning the access and use of its financial services. For example, it can explain if it conducts analysis of the local environment, notably legal rights and social norms, to determine whether it operates in an area where the status of women could negatively impact their access to and use of financial servicesFree textCerise
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4. Client ProtectionRESULTS AT CLIENTS' LEVEL4.E The provider receives and resolves client complaints.CLIENT PROTECTION4.E.1.14.E.1.1 Clients have a way to submit complaints to persons other than their loan officer/product officer and that person's supervisor.Yes/No/PartiallyCerisex
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CLIENT PROTECTIONRESULTS AT CLIENTS' LEVELCLIENT PROTECTIONHow many complaints has the provider received in the last 3 months ?NumberCerise
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CLIENT PROTECTIONRESULTS AT CLIENTS' LEVELCLIENT PROTECTIONOf these complaints in the last 3 months, how many come from women ?NumberCerise
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4. Client ProtectionRESULTS AT CLIENTS' LEVEL4.A The provider does not over indebt clients.CLIENT PROTECTION4.A.2.14.A.2.1 Senior management monitors portfolio quality to identify over-indebtedness risk (by branch, product and client segment)Yes/No/PartiallyCeriseSPI 5 Full
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CLIENT PROTECTIONRESULTS AT CLIENTS' LEVELCLIENT PROTECTIONPAR > 30 + rescheduled (%) for womenNumberCerise
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3. Client-Centred Products and ServicesRESULTS AT CLIENTS' LEVEL3.A The provider collects and analyses data to understand clients' needs.CLIENT FEEDBACK3.A.3.1 3.A.3.1 The provider conducts client satisfaction surveys. Yes/No/PartiallyCerisexx
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CLIENT FEEDBACKRESULTS AT CLIENTS' LEVELCLIENT FEEDBACKOn the satisfaction survey, % of women clients who declared to be satisfied or very satisfied ?NumberCerise
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3. Client-Centred Products and ServicesRESULTS AT CLIENTS' LEVEL3.A The provider collects and analyses data to understand clients' needs.CLIENT FEEDBACK3.A.3.23.A.3.2 The provider conducts interviews with dormant and/or exiting clients to look for evidence of product design failures.Yes/No/PartiallyCerisexSPI 5 Full
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OUTCOMES ON CLIENT PROTECTION AND FEEDBACKRESULTS AT CLIENTS' LEVELCLIENT FEEDBACK% of women clients declaring that they consider the repayment of the loan very difficultNumberCerise
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OUTCOMES ON CLIENT PROTECTION AND FEEDBACKRESULTS AT CLIENTS' LEVELCLIENT FEEDBACK% of women clients declaring that the FSP agents have always treated her fairly and respectfullyNumberCerise
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OUTCOMES ON CLIENT PROTECTION AND FEEDBACKRESULTS AT CLIENTS' LEVELCLIENT FEEDBACK% of women clients declaring that they fully understand the terms and conditions of the products and services proposedNumberCerise
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OUTCOMES ON CLIENT PROTECTION AND FEEDBACKRESULTS AT CLIENTS' LEVELCLIENT FEEDBACK% of women clients declaring that it is easy to interact with the FSPNumberCerise
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OUTCOMES ON CLIENT PROTECTION AND FEEDBACKRESULTS AT CLIENTS' LEVELCLIENT FEEDBACK% of women clients who would recommend the products / services to family or friendsNumberCerise
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OUTCOMES ON CLIENT PROTECTION AND FEEDBACKRESULTS AT CLIENTS' LEVELCLIENT FEEDBACKThe provider can use this space to add comments about its strategy concerning client protection and feedback.Free textCerise
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EQUAL REPRESENTATIONRESULTS AT EMPLOYEES' LEVELEQUAL REPRESENTATIONWomen in workforceNumberCerise
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EQUAL TREATMENT AND CAREER OPPORTUNITIESRESULTS AT EMPLOYEES' LEVELEQUAL TREATMENT AND CAREER OPPORTUNITIESAverage unadjusted gender pay gapNumberCerise
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EQUAL TREATMENT AND CAREER OPPORTUNITIESRESULTS AT EMPLOYEES' LEVELEQUAL TREATMENT AND CAREER OPPORTUNITIESTotal hours of training for women (women staff x hours)NumberCerise
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EQUAL TREATMENT AND CAREER OPPORTUNITIESRESULTS AT EMPLOYEES' LEVELEQUAL TREATMENT AND CAREER OPPORTUNITIESNumber of women staff who received an internal or external training on the reporting periodNumberCerise
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2. Committed LeadershipRESULTS AT EMPLOYEES' LEVELSTAFF PROTECTION AND FEEDBACK2.A.3.32.A.3.3 The board uses the following data, provided by management, to monitor decent working conditions for employees : Employee turnover rate (by gender), and analysis of employee satisfaction surveys (by gender). Yes/No/PartiallyCerisex
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STAFF PROTECTION AND FEEDBACKRESULTS AT EMPLOYEES' LEVELSTAFF PROTECTION AND FEEDBACKEmployee turnover rate for womenNumberCerise
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STAFF PROTECTION AND FEEDBACKRESULTS AT EMPLOYEES' LEVELSTAFF PROTECTION AND FEEDBACKEmployee turnover rate for menNumberCerise
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5. Responsible Human Resource DevelopmentRESULTS AT EMPLOYEES' LEVEL5.B The provider's Human Resource Development system is designed to attract and maintain a qualified and motivated workforce.STAFF PROTECTION AND FEEDBACK5.B.2.25.B.2.2 The provider has formal grievance mechanism that allows employees to raise workplace concerns in a confidential manner.Yes/No/PartiallyCerisex
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5. Responsible Human Resource DevelopmentRESULTS AT EMPLOYEES' LEVEL5.B The provider's Human Resource Development system is designed to attract and maintain a qualified and motivated workforce.STAFF PROTECTION AND FEEDBACK5.B.2.35.B.2.3 The provider surveys employees on satisfaction and concerns with employment conditions.Yes/No/PartiallyCeriseSPI 5 Full
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STAFF PROTECTION AND FEEDBACKRESULTS AT EMPLOYEES' LEVELFOCUS ON TRAININGThe provider can use this space to explain its strategy concerning staff and beneficiaries training. For example, it can disclose :
- The content and objective of trainings (trainings on the provider's social goal, on unconscious bias in lending, on GBVH and gender discrimination)
- The targets of the trainings (beneficiaries, employee categories such as board members, credit staff etc.)
- The number or percentage of staff trained
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STAFF PROTECTION AND FEEDBACKRESULTS AT EMPLOYEES' LEVELThe provider can use this space to add any comments about its gender strategy concerning staff.
- For example, it can disclose the number of complaints received from women employees in the last 3 months compared to the total number of complaints in the last 3 months. If available, it can also disclose the number of reported incidents of discrimination.
- On the satisfaction survey, the provider can also disclose the percentage of women employees who declare to be satisfied or very satisfied.
Free textCerise
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CROSSED ANALYSIS AT CLIENTS' LEVELAT CLIENTS' LEVELAnalysing potential correlations between the share of women in workforce and staff trained on gender issues, and between the share of women borrowers and the gross loan portfolio dedicated to women.Free textCerise
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CROSSED ANALYSIS AT CLIENTS' LEVELAT CLIENTS' LEVELWomen borrowers and loans dedicated to womenNumberCerise
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CROSSED ANALYSIS AT EMPLOYEES' LEVELAT CLIENTS' LEVELWomen in workforceNumberCerise
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CROSSED ANALYSIS AT EMPLOYEES' LEVELAT EMPLOYEES' LEVELAnalysing potential correlations between the share of women in board and the share of women in management.Free textCerise
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CROSSED ANALYSIS AT EMPLOYEES' LEVELAT EMPLOYEES' LEVELWomen in board and managementNumberCerisex
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Module 3RESULTS AT EMPLOYEES' LEVELWomen's business ownership, senior representation, general information, turnover ratioEquilo
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Module 4RESULTS AT EMPLOYEES' LEVELGender Diversity in RecruitmentEquilo
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Module 9RESULTS AT CLIENTS' LEVEL
RESULTS AT EMPLOYEES' LEVEL
Survivor-centred approach to Prevention & response to GBVHEquilo
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Module 12 RESULTS AT EMPLOYEES' LEVELDisaggregated data in supply chainEquilo
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Module 13RESULTS AT CLIENTS' LEVELGender Approach to Value ChainsEquilo
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Module 17RESULTS AT CLIENTS' LEVELFinancial Processes, Products & ServicesEquilo
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementHow many people are on the board (voting members)? Free textWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementHow many voting board members are women? No. & Percentage(%)NumberWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementHow many voting board members are men? No. & Percentage(%)NumberWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementIs the CEO or equivalent position held by a woman Y/NYes/NoWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementNumber of Full-Time EmployeesNumberWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementNumber of Female Full-Time EmployeesNumberWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementPercentage of Female Full-Time EmployeesNumberWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementNumber of Male Full-Time EmployeesNumberWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementPercentage of Male Full-Time EmployeesNumberWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementNumber of Executive LeadersNumberWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementNumber of Executive Female LeadersNumberWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementPercentage of Executive Female LeadersNumberWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementNumber of Executive Male Leaders NumberWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementPercentage of Executive Male LeadersNumberWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementNumber of Senior LeadersNumberWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementNumber of Senior Female LeadersNumberWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementPercentage of Senior Female LeadersNumberWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementNumber of Senior Male Leaders NumberWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementPercentage of Senior Male LeadersNumberWomen’s World Banking
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Dimension1RESULTS AT EMPLOYEES' LEVELGovernance, Workforce Demographics and Talent ManagementNumber of client facing staffNumberWomen’s World Banking