Get Assessed

Get Assessed: How to apply for Truelift Recognition

Truelift reflects not only the performance of an MFI’s pro-poor activities, but also the strength of evidence that validates it. The Truelift Assessment takes two forms: an Indicators Tool for internal use or for submission to a third-party verifier, and a Truelift add-on to the existing Social Rating tool (for the last two milestones of Truelift recognition).

Truelift is seeking organizations that have made progress already in one or more of the three Pro-Poor Principles. Especially promising candidates are those that manifest serious intent to reach and help the poor and who have scored well (or would likely score well) in a social rating by one of the specialist rating agencies (thereby showing compliance with the Universal Standards for Social Performance Management, including the Client Protection Principles).

Step 1: Join the Poverty-focused Microfinance Community of Practice and share your pro-poor objectives and challenges.

Step 2: Download the SPI4 and complete the Truelift pro-poor module. (The Truelift Indicators Tool has been streamlined and incorporated into the CERISE SPI4; the Truelift pro-poor module is live in version 1.2.2 released on 8 June 2015) Results from the Indicators Tool will point to the MFI’s strengths and weaknesses in reaching poor clients, meeting their needs, and tracking progress over time.

Step 3: Schedule an external review of a completed Indicators Tool to set the stage for Truelift recognition. This involves submission of the Truelift pro-poor module to the Truelift Secretariat, who will arrange for on-site verification by one of Truelift’s approved verifiers.

Step 4: Recognition at the Achiever or Leader milestone requires a Social Rating including the Truelift add-on by one of the participating rating agencies: MicroFinanza Rating, M-CRIL, and Planet Rating. MFIs that have received a Social Rating in the last 24 months, but without the Truelift add-on, can get a Truelift Assessment at reduced cost.

Fill out the following form to register your interest in getting assessed as an add-on to an existing Social Rating.

First Name(required)

Last Name(required)

Email(required)

Organization(required)

Organization Type(required)

Microfinance Practitioner - Bank Microfinance Practitioner - Credit Union / Coop Microfinance practitioner - MFI / NGO Microfinance practitioner - Non-Bank Financial Institution Other

Title(required)

Country(required)

Time Zone(required)

Preferred Language(required)

English Español Français

Other Preferred Language

Check this box to also Join the Poverty-focused Community of Practice

Have you had a Microfinance Institutional Rating or Social Rating in the last 24 months?

What is the main poverty assessment tool used by your organization?

CGAP Poverty Assessment Tool Food Security Index Participatory Wealth Ranking Per capita household expenditure Per capita household income PAT PPI Own Tool Other

List one pro-poor product or service offered by your organization.

List one main criteria of progress that your organization tracks about its poor clients.

Additional Information

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