Enabling poor rural people
to overcome poverty



A number of lessons can be learned from the study, and from the extensive research and project experience in similar environments. These lessons have implications in terms of development perspectives in general and project design in particular. It is not the purpose of this paper to enter into the specifics of IFAD project design in Morocco; the focus is of a broader nature. Possible project options are mentioned to encourage reflection on the implications and on the factors that need to be taken into account in these and other similar socio-economic and natural environments.

Understanding and addressing diversity

The risk of generalizations

When development initiatives are planned on a regional or area basis, generalizations are made about what is needed and feasible. Consequently, the differences between one community and another, which may well have a relevant impact on the development activities, can easily be obscured.

In the carrying out of social and production surveys during the design stage, villages with differing characteristics should be chosen as samples. The factors listed in Box 4 could be used as indicators for the selection of sample villages and the establishment of village profiles.

The feasibility of development options, which can be identified on the basis of an assessment of the main production issues and the natural resource base of a given area, must be verified according to the situation in the sample villages chosen to represent different needs and characteristics. Box 6 indicates the possible implications of pasture-rehabilitation measures.

The differences in the use of inputs in Elhouafi and Taghilast show how agricultural practices, too, may vary considerably even in similar ecological contexts (Box 3)

BOX 3
Possible Implications of Crop Diversification

If crop diversification is proposed, it is necessary to examine which crops people prefer and why. For a village like Taghilast, where there is little money to pay for inputs, new varieties are hardly acceptable, at least in the short term, since they generally require more inputs.

Land reclamation is also difficult owing to labour constraints, given that women do not work in the fields and given the lack of money to hire additional labour.

Substituting fodder production for wheat production is not an acceptable option for either Taghilast or Elhouafi, since households are hardly food secure.

 

Box 4
Differences among the Surveyed Villages: Examples of Possible Implications for Development and Project Options

  • Ethnic/tribal origin. Villages in similar circumstances but with populations of different ethnic origin may not be prepared take part in the same organizational structure. Ethnic origin influences the mobility of women (which is greater in a community of Berber origin, such as Taghilast).
  • Household survival strategies. Livestock production is considerably more important in Taghilast than it is in Elhouafi. In Oulad Lfqir, the balance in importance between cash crop production and fodder production varies from one household to another.
  • Migration and off-farm work. The greater opportunities for off-farm earnings in Elhouafi affect the importance of farm-based activities and the availability of labour.
  • Specific environmental circumstances. The water in Oulad Lfqir is polluted, and thus the situation in terms of yields is different there from that in similar villages where the water is not polluted. The lack of water in Taghilast has caused the iron mine and rosemary distillery to be closed down.
  • The availability of infrastructure, especially roads, influences mobility and access to markets.
  • Land-tenure arrangements. Sharecropping involving someone who is not resident in the village is a widespread practice in Elhouafi. Decisions on possible investments in land may consequently be more complex there than they would be where sharecropping did not exist.
  • Income and expenditure. More cash income is available in Elhouafi than in Taghilast, and even more is available in Oulad Lfqir. This has a number of important consequences for, for example, the use of and attitudes towards agricultural inputs, the resources people possess for investment in externally promoted development initiatives, the readiness of people to sacrifice even occasional income-generating off-farm activities so that they can undertake externally promoted development activities that are not certain to provide financial benefits in the short term.
  • The size of the settlement or village. Size affects social cohesion, social solidarity, wealth and social stratification, as well as the mobility of women. (Oulad Lfqir is a clear example.)
  • Proximity to an urban centre or large rural commune (the case of Elhouafi) influences values and expectations, especially those of women and the young, the possibility of entering into sharecropping and sharebreeding arrangements with townspeople, the interest of populations in rural development activities versus off-farm activities, etc.
  • The influence on community life by non-residents (evident in both Elhouafi and Taghilast). Through their new life styles and their cash contributions to local households, migrant family members may foster the adoption of new values and new consumption patterns and thus play an indirect (if not also a direct) role in household and community decisions.
  • Previous experience with organizational structures, whether based on the village or not. This sort of experience may affect the readiness of people to join the organizational structures set up to carry out externally promoted development activities (such as the experience with the beekeeping cooperative in Elhouafi and the service cooperative in Taghilast).
  • Experience with credit/informal borrowing. Credit may not be an option of interest to poorer households (for example, to the majority of households in Taghilast and Elhouafi) that need or are prepared to borrow only very small amounts through informal mechanisms. Even in Oulad Lfqir, the experience with formal credit has been generally negative.
  • Differences in the mobility of women. This causes the level of women’s involvement in certain development initiatives to vary and affects women’s access to information. Oulad Lfqir represents the extreme case in terms of the isolation of women.

 

Box 5
Possible Implications of Pasture-rehabilitation Measures

Natural pasture depletion makes pasture rehabilitation an obvious option for Elhouafi and Taghilast. This would call for, among other elements, resting, rotation, the planting of fodder crops, area-level range management requiring intervillage cooperation, and the creation of range users associations.

However, because of the following, it would be necessary to assess to what extent poorer communities and households would be prepared to undertake these activities:

  • The perceptions that people have of environmental degradation and its causes. This is crucial for determining whether communities and households are motivated to participate in range management.
  • Labour constraints. Most of the required practices are labour intensive. In villages such as Elhouafi, where men are engaged in off-farm activities, the animals are herded by the children and sometimes by the women, whose mobility is restricted. Few of these people can afford to pay the herder who would be required if they were to participate in pasture rehabilitation.
  • The men in certain villages (such as Elhouafi) are not prepared to give up the possibility of off-farm earnings either to become directly involved in animal husbandry or to invest in hired labour for the proposed activities, which are labour intensive and involve high risks because of the environmental limitations.
  • The disinterest on the part of the young. In all three villages, but mainly in the poorer ones, the young tend to seek off-farm work unless equivalent incomes and life styles can be assured them.
  • Scepticism about organizations that are not based on the village or initiated by the village.

Multiple options must be offered

In the case of externally induced development efforts, a number of low-risk options need to be offered to resource-poor communities and households, taking into account the fact that:

  • poor households tend to rely on multiple strategies to reduce risk and ensure that HFS takes priority; and
  • poor households in a fragile environment are cautious about investing time and resources in new productive activities, if such activities are considered too risky, involve abandoning other time-tried strategies for survival, or require additional labour (which may not be available or affordable).

Respecting cultural norms and values

The case studies point to the need to understand and respect existing cultural norms and the gender roles accepted by men and women. These cultural values change more because of overall socio-economic shifts than because of awareness efforts that might be undertaken from the outside. For example, in the poorer villages, women’s mobility has progressed beyond the norms traditionally accepted in the area not because of initiatives from the outside, but because of economic need.

Understanding the processes of change

The case studies highlight the importance of taking into account the processes of change under way within the various communities. The studies indicate that the changes that planners may identify as important (for example, range management, crop diversification, improved livestock breeding, the promotion of women’s income-generating activities) may not be in line with the constraints, potential and, in particular, immediate aspirations (and understanding) of the communities or segments of a community or with what the communities themselves perceive as their priorities.

The trend towards urbanization (especially among the younger generation) and the adoption of urban cultural values often seems to have a stronger influence on a community than do externally promoted rural development efforts.

The shift from a traditional economy to a modern one is a complex process. It does not involve simply a shift in economic behaviour, but implies changes in the relationship between the individual and the community and, in the context of the household, between genders and generations (note the changing importance of the older generation). These changes take time. Development programmes and projects must recognize that each community needs to set its own pace. They must not press for quick results that may be possible only among the richer and more well informed. Furthermore, changes induced from the outside may not be positive for all concerned.

Looking at the effects of change on women

With increased access to a monetized economy (such as the introduction of irrigated agriculture and more intensive livestock production, of which Oulad Lfqir provides a clear example), women may lose their central role in the production and maintenance of HFS. The differences between the women and men in their autonomy and in their decision-making powers may become greater, despite the fact that women’s material condition may have improved.

i. Addressing women’s actual roles in production and decision-making

. Projects must address women’s actual roles in production and decision-making, and these vary according to the community involved. The case studies show that, in order to identify women’s contribution to production, it is often necessary to ‘look behind the walls’ and closely observe what happens within the precincts of the home. This is especially important in societies where there is a considerable separation between women and men and where the role of women in production is less visible.

It is important to avoid simplistic distinctions between women’s ‘productive’ and ‘reproductive’ activities, as such denominations can obscure the crucial contribution of women to the household economy. The care of livestock, for example, should not be placed under the umbrella of reproductive tasks, such as looking after children.

Decision-making is a process in which all the members of the family interact. It is not enough simply to ask, "Who makes the decisions?". The answer will tend to refer only to the final action required to put that decision into practice, the formal decision. Instead, it is important to look at how the decision is made, at the kind of knowledge upon which the decision is based and at who provides this knowledge, in order to learn a great deal more about who contributes to reaching the decision.

Box 6
Who Does What and Who Decides

When decisions have to be made by beneficiaries in relation to specific project activities (for example, questions involving livestock or the choice of grazing areas), it is necessary to know:

  • who does what (in detail, activity by activity);
  • who has which kind of information and knowledge in relation to each activity, since this information and knowledge are needed in order to take decisions;

and to understand:

  • which decisions are generally shared and which are the areas of separate decision-making (this division will vary according to the community); and
  • the considerations upon which decisions are based.

Generalizations with regard to decision-making must be avoided, since each community is different. Decision-making must be analysed in relation to specific project options.

Ensuring that women are not marginalized

Women’s access to knowledge (through both formal and informal channels) is restricted by their limitations in mobility. The example of the pill (see Taghilast and Elhouafi, Appendix I, paragraph 45) is a clear demonstration of how information can become lost or distorted when it is not directly transmitted to those who are most concerned. Information and extension services should always be directed towards those who are directly involved, so that they can make the appropriate decisions. A special effort needs to be made to ensure that information reaches women directly. Activities must be proposed that can be carried out within the existing ‘boundaries’ that apply to them. Apart from extension services, both radio and television are effective means of supplying women with information. All development efforts should have a communications component.

It is fairly easy for women (who are less mobile than men) to become marginalized in the context of externally induced development activities, especially in societies of the type examined through this research initiative. Changes in the material and social conditions of women and in their status and decision-making power in the context of development efforts and projects need to be carefully monitored.

Youth

Offering viable alternatives to the young

Development projects and programmes need to identify activities for specific groups within the community, particularly young men and unmarried women. Rural development projects and programmes need to offer young people viable alternatives that will encourage them not to migrate and that will also be financially rewarding in the long term. If the young are to be involved in rural-based activities, they must receive an income that enables them to assume an independent role within the household and the community. The activities in question should have a ‘modern’ technical content.

Easing the burdens on children

Planners generally ignore the contribution of children to productive and reproductive tasks. It often happens that the increased involvement of parents in externally promoted productive activities actually increases the workload of children in terms of domestic chores, thereby making it difficult for them to pursue their education. The burdens on children need to be eased in line with the reduction in the burdens on women.

Organization and participation

Participation in the identification of the causes and solutions in environmental degradation

People must be involved in the analysis of environmental degradation, its manifestations and its causes. If only outsiders conduct the analysis, people will not be adequately motivated to adopt the kinds of behaviour necessary to protect the environment. Moreover, it is not only the ‘specialists’ who have the knowledge.

The knowledge possessed by the people who live in a particular environment must be tapped, and participatory learning exercises must be conducted to establish the cause-and-effect relationship in observed phenomena. The people concerned are generally able to analyse the signs of environmental degradation and the changes in these indicators in greater detail than can outsiders. What they may need to acquire is ability in establishing appropriate linkages among the indicators.

Appropriate organizational development

Impositions by outside organizations can cause conflict and increase already existing differences in social status and power. Moreover, these organizations may simply be ineffective because people do not have a sense of belonging to them and do not have the capacity to control the organizations that have been set up. Organizational development should be based on an assessment of people’s traditions and experience with organizations (both traditional and modern). (Range users associations, for example, should be based on village organizations.) People need to be able to choose their own form of organization. A project should not impose organizational blueprints, and care should be taken not to impose organizational structures from the outside.

In relation to credit, it is necessary to ascertain people’s attitudes towards formal credit and their experience with it. It is also important to assess whether alternatives such as savings clubs would be viable given existing forms of social organization.

Promoting participation

Due to the type of state interventions they have already encountered in the past, some communities may be more dependent on outside assistance and less prepared to mobilize. This issue needs to be assessed during the planning of community-organized activities. Such an assessment would involve making a distinction between state-initiated groups and those created as a result of sociocultural and economic needs.

Even from the viewpoint of sustainability, development projects and programmes should reduce dependency on the state through the promotion of independent socio-organizational capacities and the provision of information upon which people can act.

For instance, in Taghilast and Elhouafi there is more cooperation among women than among men with regard to social activities. In a project context, this could form the basis for group activities centred on economic initiatives.

Focused and participatory research for project design

Targeting and monitoring social change

Participatory wealth-ranking as employed in the case studies has proved to be a useful exercise that can assist in targeting. Targeting can be disruptive and unpopular, and if it is required, the communities must be involved in the selection of the criteria upon which it is based. It is important to look not only at the stratification of a community according to social position and wealth, but also to examine the changes that have taken place or could be brought about as a result of specific development efforts. For example, the introduction of irrigation generally increases social and wealth stratification (as evident in Oulad Lfqir). The differences between those people who obtain access to irrigated land and those who do not or among people according to the quality of the land to which they have access can become very great. In irrigated agriculture and intensive cultivation, even slight variations in the size of plots can have a significant difference in terms of yield.

Learning more about the household economy

It is essential to understand how the household economy works and to understand intrahousehold economic linkages (sharecropping, ‘sharebreeding’, gift exchange, wealth redistribution mechanisms, etc). The Morocco team did not attempt to obtain data on income and expenditure because people are not inclined to state what they earn and frequently say they do not know.

Through the use of participatory methodologies and an understanding of the socio-economic context, one can at least identify patterns of income and expenditure and the major sources of income. This is generally a useful exercise for beneficiaries, since it helps them to build a capacity for planning over longer periods and not merely on the basis of daily needs.

Participatory research

Undoubtedly, the study yielded much useful information. Nevertheless, it was not sufficient as a basis for project design (which was not, of course, the purpose of this particular study). Once the context has been described in general (as has been done very effectively in this study), focused research should be carried out to cast light on possible project options and on what it may be possible to accomplish in the particular context.

Inputs are needed from people with special technical knowledge so that the research can achieve a greater understanding about issues such as cropping and livestock breeding practices, who does what and, above all, who has which type of knowledge. If only sociologists or anthropologists –who have little knowledge of agriculture, livestock and environmental resource management – carry out the interviews, the data acquired may be too generic.

Of course, the opposite is also true. The research team should not be composed of technical people alone, but should include – and possibly be led by – an anthropologist or a sociologist. The surveys must be conducted by multidisciplinary teams.

Participatory research methodologies such as participatory rural appraisals (PRAs) can be useful, provided that:

  • the PRA is well focused on specific project options;
  • it is used as a supplement to dialogue and does not take the place of dialogue;
  • the issue of raising expectations is appropriately dealt with;
  • above all, the researchers’ analyses must be fed back to and verified by the communities.

However, there is no doubt that this kind of research provides us with information on households and communication that is crucial for assessing the feasibility of technical project options and in foreseeing the effects of projects on IFAD’s main target group – resource-poor people.