الأدوات والإرشادات

Recent advances in technology and telecommunications have the potential to make financial services more accessible and affordable for smallholder households in rural areas. With digital platforms such as mobile phones, smallholders can now use financial services without having to visit a bank branch. 

This HTDN provides guidance for project design teams on how to design a 4P component and how to support the implementation of 4Ps within IFAD-funded projects.

It builds on findings and lessons learned from previous IFAD-supported projects, as summarized in the 2013 report, IFAD and Public-Private Partnerships: Selected Project Experiences, and the Institute of Development Studies (IDS)/IFAD publication, Brokering Development: Enabling Factors for Public-Private-Producer Partnerships in Agricultural Value Chains.

This HTDN begins by defining the 4P and related concepts and then analyses the basic elements that need to be considered when designing and establishing a 4P followed by recommendations for the implementation of 4Ps.

Advances in digital technology and telecommunications are presenting new financial inclusion opportunities for smallholder farmers in rural areas.1 A growing number of payments, savings, credit and insurance products can be delivered digitally to address the financial needs of smallholder households. Smallholders
can especially benefit from mobile phone platforms, which offer immediate, safe access to government subsidies, cash transfers and remittances. The messaging features of mobile phones can complement digital financial services (DFSs) by offering timely information on weather conditions, farming tips, market
prices and potential buyers, which can help increase farming yields and profitability.

Recent advances in technology and increasing penetration of telecommunication systems into rural areas have the potential to make financial services more accessible to smallholder households. Mobile telephony and data networks, coupled with agent networks, can enable the use of digital payments and savings and
provide a platform for credit and insurance, without smallholders having to visit a bank branch. Mobile phones can also bridge information asymmetries by offering weather forecasts and real-time market prices, which can improve the ability of farmers to prepare and respond to inclement weather and price fluctuations.

 This note helps IFAD design and supervision teams to improve the M&Eindicators of VC projects

The step-by-step approach to VC analysis and project design follows the basic IFAD project design cycle.Each step is briefly described and followed by guiding questions for the project design team. The VC approach should be adopted early in the project cycle, such as when developing project concept notes for a country strategic opportunities programme (COSOP).

Since the mid-1980s, Ghana’s impressive development has made the country one of the strongest performers in Africa, although economic challenges and a fiscal deficit are currently slowing down the pace of growth. 

En dépit de l’abondance des ressources agricoles et pétrolières du pays, la pauvreté est omniprésente au Nigéria et elle n’a cessé de gagner du terrain depuis la fin des annés 90. Environ 70% des habitants vivent avec moins de 1,25 USD par jour. La pauvreté est particulièrement grave en milieu rural où jusqu’à 80% de la population vit en dessous du seuil de pauvreté tandis que les services sociaux et l’infrastructure y sont limités. Les femmes et les hommes pauvres des zones rurales sont tributaires de l’agriculture pour leur nourriture et leurs revenus. Environ 90% de la production vivrière nationale sont fournis par les paysans qui cultivent de petites parcelles et dépendent des pluies plutôt que de l’irrigation. 

​Egypt has undergone dramatic political upheaval over the last four years, following long-simmering grievances over the lack of economic opportunities and political inclusion that led to a revolutionary uprising in early 2011.

With a population of 92 million, Ethiopia is the second most populous country in sub-Saharan Africa and one of the world’s fastest-growing economies, with consistent growth averaging more than 10 per cent over the last ten years. Per capita income is, however, markedly lower than the average for developing countries in sub-Saharan Africa as a whole (US$400 compared with US$1,547 per capita per year).1 Much of Ethiopia’s growth is attributable to the agricultural sector, which accounts for about 45 per cent of GDP, almost 90 per cent of exports and 85 per cent of employment. About 90 per cent of the agricultural land under cultivation is devoted to subsistence agriculture. Livestock and livestock products are important in Ethiopia and contribute about 10 per cent of the country’s foreign exchange earnings, with hides and skins constituting about 90 per cent of this.

Peru is an upper-middle-income country with one of the fastest-growing economies in the region. In the last decade, the country more than halved its poverty rate, which fell from 59 to 24 per cent. Reduction was uneven geographically, however. In the rural areas of the highlands and the rainforest areas, poverty still affects about 53 and 43 per cent of the population1 respectively, and particularly indigenous communities. 

The analysis underlying the results-based country strategic opportunities programme for the Republic of the Sudan (RB-COSOP) developed in 2013 identified major constraints on the reduction of rural poverty. These included prolonged conflicts, the separation of South Sudan (2008), reduced oil revenues for the Government of Sudan; greatly increased numbers of people and livestock reliant on static technologies; environmentally and economically unsustainable pressures on finite natural resources exacerbated by the negative impacts of climate change; and little residual capacity within the public sector, all within a problematic geopolitical environment.

Bangladesh has recently been classified as a lower-middle-income country and aims to reach upper-middle-income country status by 2021. To achieve this, the Government of Bangladesh will need to overcome considerable challenges in agricultural development and rural economic growth. The country’s annual GDP growth averaged about 6 per cent between 2000 and 2013, and was accompanied by a decline in the national poverty rate from 48.9 per cent to 31.5 per cent over the first decade of the century, effectively lifting some 16 million people out of poverty.

In terms of population, China, with 1.35 billion people, is the largest country in the world. It is the first developing country to achieve the United Nations Millennium Development Goal (MDG) of reducing by half the number of its people living in extreme poverty and hunger, and only 6.3 per cent of the population were estimated to be living in extreme poverty in 2013. Substantial progress has been made with respect to overall development and China is now considered in the high human development category of UNDP’s Human Development Index, ranking 91 out of 187 countries.

In recent years, Mauritania has enjoyed political stability, with the June 2014 presidential elections taking place peacefully. In addition, the country registered a robust growth rate of 6.7 per cent in 2013 and continues to be characterized by macroeconomic stability. The country, however, remains exposed to vulnerabilities related to lack of diversification, international price volatility and reliance on foreign inflows. While it has succeeded in increasing per capita income in recent years, income distribution has remained relatively unchanged for the last two decades, and the challenges of unemployment remain daunting. Sound management of natural resources is essential to foster inclusive and long-term growth. 

​Indonesia is the largest economy in South-East Asia and has developed rapidly over the past decade into a competitive and decentralized electoral democracy with a fast growing middle class. Despite the country's positive progress in reducing poverty, vulnerability and inequality remain high. Nearly 40 per cent of Indonesians are highly vulnerable to shocks, which can push them back below the poverty line. 

Since its founding, IFAD has focused on enabling smallholder farmers to increase agricultural production and productivity as a means for reducing poverty.

However, experience shows that increased productivity and incomes do not automatically translate into improved nutritional status of poor rural people, especially women, young people and children. 

This note presents lessons learned on integrated homestead food production (IHFP) emerging from projects and programmes implemented by IFAD and other development actors around the world. It aims to complement the How To Do Note (HTDN) on the same subject by illustrating success stories and good practices through case studies.

Integrated homestead food production (IHFP) is considered to be a nutrition-sensitive, pro-poor and women-controlled approach to household food production that includes vegetable and fruit gardens, backyard livestock-raising and small fish ponds. It can enhance poor rural people’s access to a variety of nutritious fresh foods, grown in close proximity to their households and requiring relatively limited human, financial and productive resources. The how to do note provides operational guidance on how to design and implement projects that incorporate IHFP.

Fisheries and aquaculture are important contributors to food security and livelihoods at household, local, national and global levels. However, while aquaculture production is growing rapidly throughout the world, particularly in Asia and Africa, many of the world’s fisheries are at grave risk from human pressures, including overexploitation, pollution and habitat change. Climate change is compounding these pressures, posing very serious challenges and limiting livelihood opportunities.

Participatory Impact Assessment and Learning Approach (PIALA)

 

توضّح دراسة الحالة كيف تم استخدام نموذج الحیاة الأسریة في أوغندا، مع تسلیط الضوء على أداء كل منهجیة في سیاقها المحدد.  

توفّر دلیلاً مفصّلاً حول كیفیة تطبیق المنهجیات الأسریة. وتتضمن وصفاً للأنشطة على المستوى الأسري، والنهج المختلفة في تطبیق المنهجیات الأسریة، وموفّري الخدمات، ونظام المیسّرین، بالإضافة إلى دور المجتمع المحلي والبیئة الأشمل. وتوضّح النقاط الأساسیة الواجب أخذها بعین الاعتبار عند إدماج المنهجیات الأسریة في تصمیم المشروعات وتنفیذها.

​This HTDN is directed primarily at the design phase of IFAD value chain projects, though it does have some relevance for both pre-design and implementation phases.

This How To Do Note is intended as a tool for IFAD staff and partners involved in investment projects with climate resilience objectives.

Access to modern renewable energy services is a key factor in eradicating poverty and ensuring food security.

With the mounting awareness of the unmet demand for youth financial services and the growing evidence that serving young people is viable, there is also a need to assess and document the implications for rural areas. This toolkit on Youth Access to Rural Finance aims to contribute to filling that gap.
The Lessons Learned and How To Do Note on this topic provide IFAD country programme managers, project design teams and implementing partners with insights and key guidance on designing and offering appropriate financial services for rural youth. The toolkit on Youth Access to Rural Finance synthesizes best practices and offers examples from around the world.  

Although there have been improvements in YFS access, youth are still lagging significantly behind adults in being able to access financial tools. Across high- and low-income countries, young people are less likely than adults to have a formal account. There are even starker differences related to a country’s income level, with 21 per cent of youth in low-income economies having a formal account compared with 61 per cent in upper-middle-income economies (Demirguc-Kunt et al., 2013). 

Even with this data, determining the exact extent of youth access to financial services can be complicated because there is a lack of consistent data and definitions on youth (see Box 3). The lack of data is more limited for rural areas.
While there is some analysis of the urban-rural gap in access to financial services, with those living in cities significantly more likely to have an account than rural residents (Klapper, 2012), there are currently no comprehensive studies with disaggregated data for rural youth.

In 1977, IFAD made improving “the nutritional level of the poorest populations in developing countries” one of the principal objectives of its founding agreement. Since then, governments, civil society and development organizations also have come to recognize the central importance of nutrition – which comprises undernutrition, micronutrient deficiencies and overweight – to development.

 

يعتبر الماء ذو أهمية أساسية للتنمية البشرية والبيئة والاقتصاد. الوصول إلى الماء والأمن المائي أمر بالغ الأهمية لتحسين الأمن الغذائي ودخل وسبل عيش المجتمعات الريفية. لا يزال الوصول الموثوق إلى المياه يشكل عقبة رئيسية أمام ملايين المزارعين الفقراء، معظمهم من المزارعين في المناطق البعلية، ولكن أيضًا المشاركين في الزراعة المروية. يشكل تغير المناخ وأنماط هطول الأمطار المتغيرة الناتجة تهديدًا لكثير من المزارعين، الذين يخاطرون بفقدان الأمن المائي والانزلاق مرة أخرى إلى مصيدة الفقر.وبالتالي فمن الضروري تعزيز قدرة المجتمعات على تبني ونشر تقنيات إدارة المياه الزراعية. 

IFAD has achieved significant results in promoting innovative gender mainstreaming and pro-poor approaches and processes in its operations, making this an area of IFAD’s comparative advantage. 

In 2013, IFAD commissioned a study to analyse project management arrangements for market‑oriented smallholder agriculture. As IFAD adapts to the changing development discourse, the organization has focused increasingly on improving Project Management Unit (PMU) arrangements in order to provide more effective and expanded management and technical skills. This review was undertaken to evaluate the effectiveness of PMUs and their alignment with the Paris Declaration principles, as well as to identify lessons or frameworks to guide future project management and implementation arrangements. It investigated five case studies drawn from different regions and types of projects.  

Equitable access to land and tenure security for IFAD’s target groups are essential for rural development and poverty eradication. Tenure security influences the extent to which farmers are prepared to invest in improvements in production and land management. 

Interventions to be scaled-up are in this note are: (i) Recognition and recording of multiple and sometimes overlapping rights in community-level land use, watershed management, territorial, rangeland and forest management planning processes; (ii) Registration of land ownership and use rights; (iii) Equitable land access; (iv) Land conflict resolution and access to judiciary and legal aid and; (v) Civic education and public awareness-raising. 

Smallholder livestock production is largely based on family farming and is key to poor rural people’s livelihoods, food security and employment creation. 

With almost four decades of engagement in more than 70 countries and more than US$1.1 billion invested in rural finance (RF) initiatives, IFAD has rich and multifaceted experience, a global network of partners working at the frontier of innovation and hundreds of different types of providers addressing the financial needs of poor rural households as their clients. Most of the 3 billion people in rural areas still live on less than US$2 a day. Challenges such as economic shocks, food shortages and climate change affect poor people disproportionately. Poor rural households are typically excluded from opportunities in the formal financial sector.

Smallholder farmers are in the front line of climate change impacts. The ecosystems on which they rely are increasingly degraded and their access to suitable agricultural land and to forest resources is declining.

The initial step in scaling up smallholder organizations is to clarify and examine the elements that work best and decide which of these to scale up. The elements to be considered include the organizational components embedded in projects related to capacity-building, such as the managerial and technical skills and governance systems that enable organizations to fulfil their core functions and achieve their missions more effectively.

Taller regional de América Latina y el Caribe en preparación de la segunda reunión mundial del Foro de Pueblos Indígenas en el FIDA.

Africa Regional Workshop in preparation for the Second Global Meeting of the Indigenous Peoples’ Forum at IFAD.

توضّح دراسة الحالة كيف تم استخدام  مؤتمر الرجال حول نار المخیّم في زامبيا. مع تسلیط الضوء على أداء كل منهجیة في سیاقها المحدد. الروابط متوفر للمصادر والمحتويات الالكترونية.

توضّح دراسة الحالة كيف تم استخدام  النهج الأسري في تعمیم قضایا التمایز بین الجنسین، ومكافحة فیروس نقص المناعة البشریة ومتلازمة نقص المناعة المكتسب، بفعالية في اثيوبيا مع تسلیط الضوء على أداء كل منهجیة في سیاقها المحدد. الروابط متوفر للمصادر والمحتويات الالكترونية

This note highlights the lessons learned in supporting smallholder institutions and organizations. 

The Twa “Pygmy” of the Republic of Burundi are a small minority of around 80,000 people that self-identify as indigenous and are considered as such by the African Commission on Human and Peoples’ Rights and the UN system. 

This How To Do Note guides design and country teams in conducting an initial analysis of organizations and their capacity development needs at the project design stage. It provides a conceptual framework and practical suggestions and tools to help practitioners systematically collate and summarize information captured during design missions. 

In February 2013, the First Global Meeting of the Indigenous Peoples Forum took place at the IFAD headquarters in Rome, in conjunction with the 36th session of the Governing Council. In attendance at this inaugural meeting were 31 indigenous people’s representatives from 25 countries in Asia, Pacific, Latin America, Africa and the Caribbean regions. Of the 19 Asia- Pacific regional representatives, two were from the Pacific; Mr. Anthony Wale, the Executive Director Aoke Langalanga Constituency Apex Association (ALCAA), and Ms Rufina Peter, Senior Research Officer at the PNG Institute of National Affairs.

During the meeting the Pacific representatives highlighted the need for the Pacific to have a “separate identity” as per the outcomes of Asia Pacific regional preparatory workshop in Bangkok. The issue was one of visibility for the Pacific Region due to its unique, rich and diverse cultures and traditions, its significant land and sea area and its high biodiversity. The Pacific Regional meeting proposed three action plans, of which the Pacific Regional Workshop in preparation of the Second Global Meeting of the Indigenous Peoples’ Forum at IFAD is a direct result.

توضّح دراسة الحالة كيف ساهم الزعماء والقادة التقلیدیون في زامبیا، مع تسلیط الضوء على العمل في سیاقها المحدد. الروابط متوفر للمصادر والمحتويات الالكترونية

توضّح دراسة الحالة كيف تم استخدام دراسة حالة النهج الأسري في زامبیا. مع تسلیط الضوء على أداء كل منهجیة في سیاقها المحدد.

The purpose of this Guide is to support institutional and organizational analysis and strengthening (IOA/S) for design and implementation of programmes and projects.
The Guide is designed to be a practical, hands-on set of directions to those needing to answer the following questions: “how to go about doing institutional and organizational analysis? And once I’ve done it, how do I go about using this analysis to promote sustainable institutions and organizations?”

This is intended as a user-friendly Guide, the use of which could help identify strategic partners and key areas for intervention at COSOP level; to deepen the COSOP analysis at the design stage by generating interventions that support sustainable institutions and organizations, and progress
at implementation stage should be easier to monitor and evaluate effectively. 

The “Strengthening smallholder institutions and organizations toolkit” provides valuable guidance to help practitioners analyze and address issues related to smallholder institutions and organizations during the devopment of country strategies and in the design and implementation of programmes and projects.