COURSES IN ENGLISH → SEPM Pathway

2/ GO DEEPER on SEPM (16/09/24 to 17/11/24) (SEPM204)


Description
An enriched course on Social and Environmental Performance Management (SEPM), to deepen your knowledge of the Universal Standards and get trained to carry out quality SEPM audits.

For whom?
For learners wishing to build skills to conduct or analyze SPI audits: internal teams of financial service providers, consultants, investment managers, network teams, researchers, regulators.

Prerequisite: Validation of the eCourse “1/ Get started on SEPM”.

What you will learn:
• Explore in-depth the rationale and practices of each Dimension of the Universal Standards;
• Build and practice key assessment skills;
• Test SPI Online by working on a fictive case;
• Elaborate an SEPM action plan.

How it works:
• A cohort-based course over 9 weeks.
• Instructor-led, including 4 virtual classes, forum discussions, online material (videos, tutorials, interactive presentations, readings), practical exercises, and assignments to submit, including a mock audit.

When?
From September 16 to November 17, 2024.

What you will get:
Training certificate

Completion rules:
• All modules to be completed
• All 4 virtual classes to be attended. Virtual classes for this session are planned on the following dates:
- Week 1: Tue 17 Sept. 10:30am - 11:30am CET
- Week 4: Thu 10 Oct. 10:30am - 12:30pm CET
- Week 5: Thu 17 Oct. 10:30am - 12:30pm CET
- Week 9: Thu 14 Nov. 10:30am - 11:30am CET
(If you are based in the Americas, please contact us - we may adjust the class timing based on participants' time zones).
• All assignments to be submitted in due time, and validated by Cerise+SPTF instructors:
- Deadline for submitting the SPI5 Entry mock audit: Sunday 3rd of November.

_
Content
  • Welcome!
  • Who we are
  • Course content
  • Course tutorial
  • [WEEK 1] - WELCOME TO THIS COURSE
  • Introduction welcome
  • Meet your peers!
  • Virtual class #1 - Tue 17 Sept. 10:30am-11:30pm CET
  • Escape game - How much do you already know about SEPM?
  • [WEEK 1] - UNDERSTAND THE ASSESSMENT PROCESS
  • Introduction Assessment
  • Assessment methodology and tools
  • Assessment process
  • [METHODO] Prepare the assessment
  • [METHODO] Conduct the intro and closing meetings
  • [WEEK 1] - The Orginfo section
  • Introduction OrgInfo
  • How to fill OrgInfo properly
  • [WEEK 2] - DIMENSION 1 - SOCIAL STRATEGY
  • Introduction D1
  • What Dimension 1 is about
  • Key arguments around Dimension 1
  • [METHODO] Identify sources of information
  • [WEEK 2] - dimension 2 - committed leadership
  • Introduction D2
  • What Dimension 2 is about
  • Key arguments around Dimension 2
  • [METHODO] Prepare and conduct a branch visit
  • [METHODO] Prepare interviews
  • [Practice] Prepare an interview
  • [WEEK 2] - Dimension 3 - client-centered products and services
  • Introduction D3
  • What Dimension 3 is about
  • Key arguments around Dimension 3
  • [METHODO] Interact with clients
  • [Practice] Interact with clients
  • [WEEK 3] - dimension 4 - client protection
  • Introduction D4
  • What is Dimension 4 about?
  • Key arguments around Dimension 4
  • [METHODO] How to score
  • [Practice] Practice scoring!
  • [REFRESHER] How to use SPI Online
  • [MOCK AUDIT] Score Dimension 4 indicators
  • [WEEK 4] - Dimension 5 - Responsible human resources development
  • Introduction D5
  • What is Dimension 5 about?
  • Key arguments around Dimension 5
  • [METHODO] Conduct interviews
  • Virtual class #2 [Practice] Conduct an interview - Thu 10 Oct 10:30am-12:30pmCET
  • [WEEK 5] - DIMENSION 6 - responsible growth and returns
  • Introduction D6
  • What is Dimension 6 about?
  • Key arguments around Dimension 6
  • [METHODO] How to calculate the APR - APR Explainer
  • [METHODO] Calculate the APR - APR Estimation Tool tutorial
  • [METHODO] How to calculate the APR - APR benchmarks
  • [METHODO] How to calculate LLER, OER and ROA - CP4 Companion Tool
  • Virtual class #3 [Practice] Calculate APR - Thu 17 Oct. 10:30am-12:30pmCET
  • [WEEK 5] - Dimension 7 - Environmental Performance Management
  • Introduction D7
  • What is Dimension 7 about?
  • Key arguments around Dimension 7
  • [METHODO] Conduct a robust analysis
  • [WEEK 6 & 7] - Mock audit
  • Introduction mock audit
  • Mock audit instructions - Deadline Sun 3rd Nov
  • [WEEK 8] - read results and build an action plan
  • Introduction action plan
  • How to read results
  • How to read dashboards
  • How to build an action plan
  • [Practice] Build an action plan
  • How to use available resources to go further
  • [WEEK 9] - WHat's next for you?
  • Introduction next
  • How to embark colleagues and partners
  • Virtual class #4 - Wrap up and next - Thu 14 Nov 10:30am-11:30pm CET
  • Conclusion
  • Feedback form - #2 Go deeper on SEPM
Completion rules
  • All units must be completed
Prerequisites