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Microfinance & Financial Inclusion
Social Return on Investment (SROI) in Microfinance Training Course
Introduction
Social Return on Investment (SROI) in Microfinance Training Course provides practitioners with the essential tools to measure, communicate, and optimize the social value created by microfinance interventions. As financial inclusion initiatives continue to evolve, institutions are increasingly required to demonstrate not only financial performance but also the social and economic benefits produced for clients and communities. This course equips participants with practical skills in SROI mapping, stakeholder engagement, value creation analysis, impact measurement, and monetization of social outcomes.
Through applied case studies, real-world scenarios, and proven analytical frameworks, participants learn how to calculate SROI ratios, develop value maps, assign financial proxies, and integrate SROI into monitoring, evaluation, and reporting systems. The training supports microfinance institutions, NGOs, digital finance providers, and development organizations to build robust accountability mechanisms and showcase measurable social impact to stakeholders, funders, and regulators.
Programme Curriculum
Social Return on Investment (SROI) in Microfinance Training Course
Introduction Social Return on Investment (SROI) in Microfinance Training Course provides practitioners with the essential tools to measure, communicate, and optimize the social value created by microfinance interventions. As financial inclusion initiatives continue to evolve, institutions are increasingly required to demonstrate not only financial performance but also the social and economic benefits produced for clients and communities. This course equips participants with practical skills in SROI mapping, stakeholder engagement, value creation analysis, impact measurement, and monetization of social outcomes.
Through applied case studies, real-world scenarios, and proven analytical frameworks, participants learn how to calculate SROI ratios, develop value maps, assign financial proxies, and integrate SROI into monitoring, evaluation, and reporting systems. The training supports microfinance institutions, NGOs, digital finance providers, and development organizations to build robust accountability mechanisms and showcase measurable social impact to stakeholders, funders, and regulators.
Course Objectives
Understand the core principles and methodology of SROI analysis
Strengthen capacity in identifying and engaging key stakeholders
Develop skills in mapping social value and creating outcome value chains
Enhance ability to measure outcomes and assign financial proxies
Improve capacity to calculate SROI ratios and interpret results
Support integration of SROI into project design and evaluation systems
Develop skills in data collection for social impact measurement
Strengthen reporting and communication of SROI findings
Enhance ability to link SROI with organizational learning
Improve strategic planning through value-based decision-making
Strengthen understanding of social, economic, and environmental impacts
Provide hands-on experience applying SROI tools and templates
Support adaptation of SROI to digital financial services and underserved communities
Organizational Benefits
Stronger accountability and transparency
Improved impact reporting to donors and investors
Enhanced strategic decision-making
Clear understanding of social and financial value created
Better resource allocation and investment efficiency
Improved stakeholder engagement
Stronger impact measurement systems
Increased competitiveness for funding
Evidence-based program improvements
Clear communication of institutional value proposition
Target Audiences
Microfinance practitioners
Impact measurement specialists
Monitoring and evaluation officers
Financial inclusion program managers
Development practitioners
Social enterprise staff
Digital finance project teams
Government and NGO program staff
Course Duration: 5 days
Course Modules
Module 1: Introduction to SROI in Microfinance
Understanding SROI principles and concepts
Importance of SROI for financial inclusion institutions
Types of SROI: Evaluative and Forecast
Value creation in microfinance ecosystems
Key steps in SROI methodology
Case Study: SROI assessment of a rural microcredit expansion program
Module 2: Stakeholder Identification and Engagement
Identifying key stakeholders in microfinance programs
Stakeholder value expectations and priorities
Determining stakeholder influence and importance
Tools for stakeholder engagement
Mapping stakeholder contributions
Case Study: Stakeholder mapping for a women’s savings group program
Module 3: Developing the Impact Map (Theory of Change for SROI)
Inputs, activities, outputs, and outcomes
Creating value chains for microfinance interventions
Linking outcomes to social value creation
Identifying indicators and data needs
Designing outcome pathways for SROI
Case Study: Impact map for a mobile microinsurance program
Module 4: Measuring Outcomes and Assigning Financial Proxies
Identifying measurable outcomes
Selecting outcome indicators
Assigning financial proxies to social outcomes
Using valuation tools and data sources
Understanding attribution, deadweight, and displacement
Case Study: Financial proxy selection for a microenterprise development project
Module 5: Calculating the SROI Ratio
Steps in SROI calculation
Discounting future value
Interpreting SROI findings
Understanding sensitivity analysis
Assessing reliability of data
Case Study: SROI calculation for a youth entrepreneurship loan program
Module 6: Integrating SROI into Monitoring & Evaluation
Linking SROI with M&E systems
Designing M&E tools that capture social value
Data quality and validation approaches
Embedding SROI in reporting frameworks
Using SROI for learning and adaptation
Case Study: Incorporating SROI in an MFI’s annual performance review
Module 7: Applying SROI to Digital Financial Services
Understanding digital inclusion outcomes
Valuing digital adoption and usage impacts
Social value created through agent networks
Digital literacy and empowerment outcomes
Assessing risks and digital gaps
Case Study: SROI evaluation of a mobile banking adoption project
Module 8: Practical SROI Development and Presentation
Hands-on development of an SROI model
Structuring value maps and calculations
Peer review and group presentations
Using SROI templates and tools
Integrating SROI findings into decision-making
Case Study: Participants build and present an SROI model for a chosen microfinance program
Training Methodology
Interactive presentations
Practical group exercises
Real-world case study analysis
Hands-on development of SROI models
Peer discussions and reflection sessions
Templates, tools, and guided practical application
Register as a group from 3 participants for a Discount
Upon successful completion of this training, participants will be issued with a globally- recognized certificate.
Tailor-Made Course
We also offer tailor-made courses based on your needs.
Key Notes
a. The participant must be conversant with English.
b. Upon completion of training the participant will be issued with an Authorized Training Certificate
c. Course duration is flexible and the contents can be modified to fit any number of days.
d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.
e. One-year post-training support Consultation and Coaching provided after the course. f. Payment should be done at least a week before commence of the training, to FINESKILL TRAINING CENTER account, as indicated in the invoice so as to enable us prepare better for you.