Social Return on Investment (SROI) in Microfinance Training Course

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 

1. Understand the core principles and methodology of SROI analysis
2. Strengthen capacity in identifying and engaging key stakeholders
3. Develop skills in mapping social value and creating outcome value chains
4. Enhance ability to measure outcomes and assign financial proxies
5. Improve capacity to calculate SROI ratios and interpret results
6. Support integration of SROI into project design and evaluation systems
7. Develop skills in data collection for social impact measurement
8. Strengthen reporting and communication of SROI findings
9. Enhance ability to link SROI with organizational learning
10. Improve strategic planning through value-based decision-making
11. Strengthen understanding of social, economic, and environmental impacts
12. Provide hands-on experience applying SROI tools and templates
13. 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

Send us an email: info@datastatresearch.org or call +254724527104

Certification                                               

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 DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you.