Tools and guidelines
Tools and guidelines
Tools and guidelines
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Scaling up note: Smallholder institutions and organizations
December 2014
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.
Africa Regional Workshop Report
December 2014
Africa Regional Workshop in preparation for the Second Global Meeting of the Indigenous Peoples’ Forum at IFAD.
Case study: Men's Campfire Conference, Zambia
December 2014
This case study illustrates how the Men's Campfire Conference (household methodology) has been used effectively in Zambia, highlighting how it has worked in a particular context. Links are provided to resources and online materials.
Burundi: Country Technical Note on Indigenous Peoples’ Issues
November 2014
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.
Pacific Regional Workshop Report
November 2014
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.
Case study: Chiefs and traditional leaders, Zambia
November 2014
This case study illustrates how the Chiefs and Traditional Leaders Household Methodology has been used effectively in Zambia, highlighting how it has worked in a particular context. Links are provided to resources and online materials.
Toolkit: Strengthening smallholder institutions and organizations
November 2014
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.
Congo: Country Technical Notes on Indigenous Peoples’ Issues
October 2014
The indigenous population of the Republic of Congo (RC) include the Baka, Mbendjele, Mikaya, Luma, Gyeli, Twa and Babongo peoples. Depending on sources, these peoples represent a small minority of 1.25 to 10 percent of RC’s estimated population of 4.4 million, primarily of Bantu origin.
Toolkit: Lines of credit
October 2014
The LOC is a loan to a participating financial institution (PFI) for on-lending to customers who are expected to repay their loans with interest.
Case study: Men’s Travelling Conference, Kenya
October 2014
This case study illustrates how the Men's Travelling Conference (household methodology) has been used effectively in Kenya, highlighting how it has worked in a particular context.
Toolkit: Key performance indicators and performance-based agreements
October 2014
This note provides an overview on key performance indicators and performance-based agreements highlighting the main issues, challenges, opportunities and benefits.
How to do note: Lines of credit
October 2014
This How To Do Note highlights the philosophy and rationale for LOCs, focusing on different types of LOC arrangements, as well as their strengths, weaknesses and opportunities. It summarizes global experience with LOCs in order to clearly outline when they should and should not be used. It presents practical aspects of specific approaches, methodologies and models that have been tested and can be recommended for implementation and scaling up.
Lessons learned: Community-based financial organizations
October 2014
Community-based financial organizations (CBFOs) are often the only institutions available to provide basic financial services to the rural poor, especially in remote areas with inadequate infrastructure. CBFOs can be organized in many different ways. This knowledge document elaborates on the lessons learned in designing and implementing support for a CBFO.
Lessons learned: Lines of credit
October 2014
This Lessons Learned note provides practical suggestions and guidelines to CPMs and the country programme management to help them design and implement programmes and projects. The purpose of this guidance is to provide CPMTs with some observations based on lessons learned from IFAD and other donors’ projects, as well as from the World Bank Operations Evaluation Department (OED 2006) LOC review that may help in the design of LOCs.
How to do note: Support community-based financial organizations
October 2014
This How To Do Note helps design teams to improve their understanding of different types of community-based financial organizations and the support structures they need to best serve remote poor rural communities.
Toolkit: Household methodologies: harnessing the family's potential for change
October 2014
The toolkit on Household Methodologies (HHMs) is composed of three parts.
How to do note: Land tenure in IFAD country strategies (RB-COSOPs)
October 2014
This How To Do Note provides guidance on how to carry out a land assessment at the RB-COSOP stage to provide indications on key land tenure issues that the country (or area of interest) is facing and how they could be strategically addressed to achieve the country’s strategic objectives.
Lessons learned: Pastoralism land rights and tenure
October 2014
This note highlights lessons learned on pastoralism land rights and tenure aiming to inform the design and implementation of country strategies and projects from the point of view of land tenure issues faced by pastoralists. It also provides examples of how IFAD has dealt with some of these issues through its programmes and projects.
Toolkit: Land tenure in IFAD-financed operations
October 2014
The land tenure toolkit offers valuable guidelines to help practitioners analyze and address land tenure issues during the devopment of country strategies and in the design and implementation of programmes and projects.
Lessons learned: Key performance indicators and performance-based agreements
October 2014
Key performance indicators (KPIs) can be used in an IFAD-sponsored project to measure performance in a regular and consistent manner. This note discusses the use of KPIs as well as the challenges associated with it. This discussion is followed by a review of the lessons learned by IFAD and other organizations, and concludes with strategic recommendations for follow-up.
How to do note: Commodity value chain development projects
October 2014
The objectives of this How To Do Note are to provide a practical introduction to basic concepts, identify key issues to be analysed at the design stage and provide references to the most relevant literature.
PARM Annual Report 2014
June 2014
The objective of this Annual Progress Report is to review the activities of the Platform for Agricultural Risk Management (PARM) during its first year of life or, more precisely, thirteen months since its launch in December 2013.
The Multidimensional Poverty Assessment Tool (MPAT)
February 2014
The Multidimensional Poverty Assessment Tool provides data that can inform all levels of decisionmaking by providing a clearer understanding of rural poverty at the household and village level. As a result, MPAT can significantly strengthen the planning, design, monitoring and evaluation of a project, and thereby contribute to rural poverty reduction.
République du Niger: Note technique par pays sur les populations autochtones
February 2013
La République du Niger a une population multi-ethnique, parmi laquelle, les Touareg, les Peulh et les Toubou s‘auto-identifient comme autochtones.
Agricultural value chain finance strategy and design
November 2012
This technical note serves as a guide to the design of appropriate programme interventions that apply value chain financing approaches to the development of competitive agricultural value chains. It emphasizes interventions that promote financial inclusiveness and the overall development goals of governments, as well as those of technical and funding agencies.
Microinsurance Product Development for Microfinance Providers
October 2012
This document is intended to aid delivery channels, microfinance providers in particular, in working with insurance companies to develop successful microinsurance products for the low-income market. A systematic new-product development process is crucial to the success of microinsurance products for many reasons, including: Saving money – by maximizing the potential for product success; Saving management and staff time – by ensuring, within reason, that the product has market demand, and by working out staff and systems issues early in the process, when it is easier and cheaper to make changes; Generating goodwill in one’s market – by offering products that will not have to be withdrawn or substantially altered once they are offered throughout the market. The process outlined in this manual will help microinsurance developers create successful microinsurance products. ‘Success’ means meeting the needs of the three major parties in the microinsurance relationship: low-income policyholders, the insurer and delivery channels.
Tanzania: Country Technical Note on Indigenous Peoples Issues
June 2012
The United Republic of Tanzania (URT) has a multi-ethnic population with more than 125 different ethnic communities. Four of these—the Hadzabe, the Akie, the Maasai and the Barabaig—identify themselves as indigenous peoples.
Democratic Republic of the Congo: Country Technical Note on Indigenous Peoples Issues
January 2012
The DRC is a multi-ethnic country with some 250 ethnic groups, including several indigenous Pygmy groups.
Enhancing market transparency
November 2011
G20 leaders, meeting at their Seoul Summit in November 2010, requested FAO, IFAD, IMF, OECD, UNCTAD, WFP, the World Bank and the WTO to work with key stakeholders “to develop options for G20 consideration on how to better mitigate and manage the risks associated with the price volatility of food and other agriculture commodities, without distorting market behaviour, ultimately to protect the most vulnerable.” This mandate was part of a comprehensive Multi-Year Action Plan for Development, of which food security was one theme among several including infrastructure, human resource development, trade, private investment and job creation, and growth with resilience.
IFAD Decision Tools for Rural Finance
March 2010
The objective of IFAD Decision Tools for Rural Finance is to provide decision-making support for the IFAD country programme managers (CPMs), consultants, project staff and technical advisers who develop and implement rural finance projects. Built on the IFAD Rural Finance Policy (RFP) (IFAD 2009), as well as other good practice guides, this knowledge management tool is designed to help identify and answer the questions that arise in each rural finance project, provide background on key issues, define common terms, highlight risks and opportunities, and provide references for further investigation.
Guidance Notes for institutional analysis in rural development programmes: an overview
March 2009
Guidance notes for institutional analysis in rural development programmes provides a synthesis of the training materials developed as part of the Institutional Analysis (IA) methodology. They propose that we rethink how we conceptualize and promote institutional change, particularly for pro-poor service delivery. They provide a framework and the analytical tools for designing programmes and projects that feature implementation modalities based on some of the core principles of good governance, focusing on “pro-poor governance” and systemic sustainability at the micro and meso levels.