Discover tools and resources that will help turn the principles into action.

The Smart Campaign is working with microfinance professionals to develop and provide tools and resources that reflect best practices around the world.

Home

Tools & Resources

Call for Tools Winners

New! - Fundación Mundial De la Mujer Bucaramanga (FMMB) in Colombia shared their spreadsheet for monitoring and classifying complaints. View tool »

New! - Fondesurco shared their complaints manual, which details required process flows, forms, and rules. View tool »

New! - Opportunity Bank Serbia provided a flyer in which they provide clear and concise instructions for the grievances process. View tool »

New! - Tamweelcom of Jordan shared a suite of resources they use to assist staff throughout the process. View tool »

Smart Notes

New! - Facing Over-indebtedness at Partner Microcredit Foundation
Responsibility for avoiding over-indebtedness rests with both clients and institutions...

Collections with Dignity at Fincomún »
Appropriate collections practices demonstrate respect for borrowers while emphasizing the need for clients to honor...

Building Institutional Culture Around a Code of Ethics at Compartamos »
Ethical staff behavior begins at the top of an institution, with a commitment from senior management...

Microfinance Institution Toolkit

Getting Started Questionnaire: Client Protection Self Assessment for Microfinance Institutions »
The Getting Started Questionnaire helps microfinance institutions begin to investigate their client protection practices within their organization...

How to Develop an Institutional Code of Ethics »
This guide is intended to assist microfinance institutions in writing a code of ethics and/or conduct. Institutional ethics directly influence the image and reputation...

See all tools & resources in this toolkit »

Network & Association Toolkit

Webinar on Client Protection »
This presentation offers an introduction to the topic of consumer protection, the Smart Campaign, and the Beyond Codes project. It provides an overview...

Webinar on Avoiding Over-Indebtedness »
This presentation offers a more in depth look at Principle 1: Avoiding Over-indebtedness, including introductory materials, space to add expert experience...