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.

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

Send us an email: info@fineskilltrainingcenter.org or call +254769199797

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 Fineskill Training Center account, as indicated in the invoice so as to enable us prepare better for you.

Skills & Software Covered

ms Word Impact Cloud (SoPact) Socialsuite Impact SROI Toolkit (Social Value UK)

Programme Fee

Duration: 5 Days

Method: Online or Physical

Online Price: $1,000

Physical Price: $1,500

Certification: Accredited Certificate

View Available Dates 📄 Download Course Outline (PDF)

Available Sessions

Location

Month

Year

Oct 19 2026

19 Oct — 23 Oct 2026

💻 Online / Virtual session

Online $1,000