1 EXECUTIVE REPORTING TOOLS
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THIRD PARTY RESOURCES KEY PERFORMANCE INDICATORS (KPIS), REPORTING & EVALUATION TOOLS The tools outlined in the KPIs, Reporting & Evaluation Tools section aid in the implementation of The Enhanced Exec's Program, Training Session #8: Executive Reporting; Session #10: Finance for Executives Part I; and Session #11: Finance for Executives Part II. The fund manager’s shared services (SGS) team (both the SGS Group CFO and Group COO) will use these tools in partnership with their SME portfolio companies as they work together to execute the First 180-Days post-investment plan, per the Playbook Materials. Tool Title
Global Impact Investing Network's IRIS+ and 2X Challenge Metrics
Tool Type
Third-Party Resource: The GIIN
Tool Description
Leading development finance institutions and The GIIN have codeveloped a set of gender impact metrics that will be adopted by members of the 2X Challenge and encouraged to be adopted by SMEs in general. The metrics are structured around the 2X Challenge criteria, and cover data points on women's economic empowerment and gender equality.
Tool Title
SEAF Gender Equality Scorecard
Tool Type
Third-Party Resource: SEAF
Tool Description
As outlined in the Policies section of the SG2X Playbook, investors, including fund managers and development finance institutions (DFIs), use this tool to assess investee companies (potential and existing). SMEs use this tool to benchmark their performance against key areas and identify priorities for growth. See Safe & Healthy Workplace Environment (pages 56-57) for the relevant assessment questions and scoring instructions.
Tool Title
MEDA GEM Framework Full Assessment
Tool Type
Third-Party Resource: MEDA
Tool Description
As outlined in the Policies section of the SG2X Playbook, MEDA's GEM Framework includes an extensive assessment that evaluates a company's capacity and performance in gender equality mainstreaming and identifying opportunities for improvement. The Full Assessment instructions start on page 33 of the tool, with the Interview Template starting on page 51.
Tool Title
The Women's Empowerment Principles Gender Gap Analysis Tool
Tool Type
Third-Party Resource: WEP
Tool Description
As outlined in the Policies section of the SG2X Playbook, the online assessment helps companies identify strengths, gaps, and opportunities to improve their performance on gender equality. Developed by the United Nations and IDB Invest, the assessment