Tools and guidelines

This toolkit provides guidance on improving access to secure and swift remittance services through enhanced identity verification and customer due diligence (CDD) practices.

Various sources estimate the population of indigenous peoples in the Philippines at 12-15% of the current national population of 108 million, or a total of about 16-17 million.

Indonesia is comprised of 13.000 islands with a total area of 7 million km2. It has a total population of 273 million in more than 1.000 various ethnic and sub-ethnic groups with their own cultures and traditions.

These guidelines assess previous Agricultural Value Chains (AVC) development efforts across Africa, propose policies and strategies for developing AVC pathways, and identify the policy and institutional factors needed for successful implementation.

Indigenous Peoples of Cambodia represent 24 different groups, who reside mainly in the upland forests, plains, and mountains of the northern and north-eastern provinces.

This report aims to provide the most recent information on the issue of Ethnic Minorities in Viet Nam in terms of the general situation, poverty reduction, impact of COVID-19, Government policies and programs as well as such as NGOs, ODA and IFAD in Viet Nam.

The RDMT aims at providing a framework for building the resilience of rural households and a step-by-step guide to designing for and monitoring the performance of resilience-building interventions during project implementation.

Myanmar is one of the most ethnically and culturally diverse countries in the Asian region, and ethnicity is a complex, contested, and politically sensitive issue in the country where ethnic groups have long believed that successive governments of Myanmar manipulate ethnic groups for political purposes.

There are different and conflicting opinions, and until very recently, acute shortage of reliable data and statistics, regarding the population size of the different Indigenous Peoples in Bangladesh

Indigenous peoples of Nepal have been living in Nepal since time immemorial.

This Learning Note showcases the methodology used for assessing the impacts of IFAD's investments on the livelihoods and lives of its project participants.

This toolbox provides guidelines on how to design and assess food biodiversity and dietary diversity projects with local communities, with the aim of improving the diets and nutrition of Indigenous Peoples.

Lao People’s Democratic Republic (Lao PDR) is one of the countries with the largest number of different ethnic groups in the world. The history of these ethnic groups extends beyond human memory.

Internationally, the ‘Scheduled Tribes’ (STs) of India are generally referred to as ‘Indigenous Peoples (IPs)’. However, the Government of India emphatically rejects equating Scheduled Tribes (STs) with IPs even while abiding by the operational directives of bilateral and multilateral agencies with regard to IPs while operationalising projects with their financial aid.

This note provides practical guidance on how to roll out the Gender Action Learning System (GALS) for IFAD-funded projects.

Understanding market demand is a critical step in the process of developing solutions to meet the risk management needs of rural poor people, particularly with regard to insurance.

This brief identifies and describes the principal challenges, and outlines possible solutions that development programmes can support.

This note offers practical guidance for IFAD staff, consultants and in-country partners for seeking FPIC in the design and implementation of IFAD-funded projects and programmes, in compliance with IFAD policies and procedures.

IFAD’s technical assistance programme INSURED (Insurance for rural resilience and economic development) has been building knowledge about how to strengthen women producers’ access to climate risk insurance. 

A resource for IFAD staff and consultants, project staff and partners who want to learn more about KM.

Communications is key to help poor rural people build better lives. And this toolkit has been created to help us all get the job done.

Prototyping aims to gather direct feedback on the solution and the wider insurance scheme, incorporate changes before pilot testing, and make any additional adjustments before the official roll-out.

The ToRs include an outline of the required steps and processes, a timeline and a list of deliverables, together with information on the profile of the service provider or team of experts.

These are model terms of reference (ToRs) for use by project designers and implementers in development organizations and governments. The objective of the ToRs is to support the contracting a specialized service provider to carry out one or more agricultural and climate risk insurance feasibility studies within the context of an IFAD-financed project or similar initiative.

This online training is a walk through the guidelines that lay out the mandatory methodology developed by IFAD for collecting timely and reliable data on CIs at the outcome-level at project baseline, midterm and completion stages.

This How-to-do Note on access to land for rural youth employment and entrepreneurship complements the Toolkit on land tenure in IFAD-financed operations that highlights the importance of strengthening tenure security for rural development.

This How to Do Note is part of a series of five Notes that accompany the NUS Operational Framework.

This How to Do Note is part of a series of five Notes that accompany the NUS Operational Framework.

This How to Do Note is part of a series of five Notes that accompany the NUS Operational Framework.

This How to Do Note is part of a series of five Notes that accompany the NUS Operational Framework.

This How to Do Note is part of a series of five Notes that accompany the NUS Operational Framework.

These guidelines address recommendations on ensuring that IFAD’s pro-poor value chain development projects reach out to women and the very poor, apply a programmatic approach when needed, promote an inclusive value chain governance, work with the appropriate expertise and partners, and build capacity for implementation.

The Adaptation Framework is a repository of adaptation actions for small-scale agriculture, including livestock, forestry, and fisheries. It provides an approach for incorporating adaptation practices into project design.

In 2017, after several years of partnership between IFAD and Slow Food on themes related to food security, indigenous peoples and youth, IFAD approved a large grant project, called “Empowering Indigenous Youth and their Communities to Defend and Promote their Food Heritage,” to be implemented by Slow Food over three years.

This How-to-do Note focuses on how conflicts over land and natural resources in pastoral areas can be prevented or transformed into positive outcomes. 

This HTDN complements the IFAD Toolkit along with the 2018 HTDN on Pastoralism, which highlights the importance of gender in pastoral production systems.

Read this final programme report for more information on the PARM processes and achievements in each country.

The RLMA guide seeks to facilitate livestock market assessments in order to support those operating in the livestock sector, such as multilateral financial institutions, international development organizations, governments, research organizations, NGOs, community-based organizations, service providers and input suppliers.

This manual discusses the strategy, lessons learned and recommendations of Atikha in scaling up initiatives in mobilizing migrant resources towards agriculture development in the country. 

This How-to-do Note is a practical step by step operational guidance on mainstreaming nutrition in IFAD-supported country strategies and investment projects for use by IFAD staff, consultants and partners.

IFAD’s support for the better use of agrobiodiversity with specific reference to neglected and underutilized species (NUS) and a greater recognition of the traditional knowledge of Indigenous Peoples are important for fighting food and nutrition insecurity

Since 2013, PARM has collaborated with partners across eight sub-Saharan African countries in a joint process to make agricultural risk management (ARM) an integral part of policy planning. The process led to the implementation of a number of activities at the country, regional and global level including risk assessments, feasibility studies, capacity development training, knowledge sharing and policy dialogue. This report presents these outcomes and achievements from these activities for the year 2018 looking back to the commencement of the process.

The overall objective of the Guidelines for Impact Evaluation of Land Tenure and Governance Interventions is to inform and strengthen the design and implementation of future land tenure and governance interventions to best support lasting tenure security and achieve related impacts on poverty, food security, gender equality, environmental sustainability and security. 

The Climate Adaptation in Rural Development – Assessment Tool (CARD) is a platform to explore the effects of climate change on the yield of major crops. 

This Guidebook compiles the lessons learned from the implementation of the IFAD-funded Remittances and Diaspora Investment for Rural Development (2014-2018).

This guide provides validated guidance for design of nutrition-sensitive value chain (NSVC) projects for smallholder farmers. The guide comprises two volumes.

The Nutrition-sensitive value chains: A guide for project design has been produced to fill a key knowledge gap in the emerging field of value chains for nutrition by providing guidance on how to design nutrition-sensitive value chain (NSVC) projects, with a particular focus on smallholder producers.

Pastoralism is a way of life based on territorial mobility, adopted in response to the challenges faced by human communities living in harsh or difficult environments.

This How To Do Note first outlines the problems developers need to be aware of in pastoral development.

These lessons learned have been developed for planners and policymakers: (a) to help them avoid investment strategies and policies that impact negatively on pastoralists; and (b) to enable them to ensure that specific policies and plans for pastoral development are more closely tailored to the needs of pastoralists.

In the context of population growth, increasing inequality and natural resource depletion, universal access to energy – specifically to renewable energy (RE) – now has high importance on political agendas. 

Access to affordable, reliable and sustainable energy is often associated with economic development and considered vital to alleviating extreme poverty (World Bank, 2018). Yet access to clean sources of energy is still a challenge for many smallholder farmers, their families and rural entrepreneurs.

The toolkit focuses on end-user finance for renewable energy technologies for rural households, smallholder farmers, and rural micro, small and medium enterprises.

Investments in smallholder goat development and related value chains are effective means to reduce poverty and increase the incomes of men and women from resource-poor households. They are also effective channels to promote gender equality and women’s empowerment in remote mountainous
areas.
 

IFAD, with support from the Government of Norway, developed the Rural Women’s Leadership Programme (RWLP) to strengthen the role and voice of women leaders in rural organizations, including in policy dialogue. 

This publication presents IFAD’s first glossary of terms related to indigenous peoples. It has been developed jointly by specialized staff in the Office of the
Secretary (Language Services) and the Indigenous Peoples Desk in the Policy and Technical Advisory Division. The purpose of the glossary is to ensure
consistency and accuracy of terminology in English, French and Spanish, and standardize the terminology used in relation to indigenous peoples in official
documentation and publications, and in all aspects of meeting preparations. It is intended for use by IFAD staff, indigenous peoples' organizations and other
interested parties. Terms and definitions are accompanied by details of the source document and its date of publication.

The causes of gender discrimination pervade different aspects of our lives – social, economic, political, environmental – affecting gender roles and relations in domestic, productive and public domains and from the local to the international level. Time-bound development projects need to
address the cross-cutting and multifaceted nature of gender inequality through multiple entry points.

Interventions in the agricultural sector to promote gender equality and women’s empowerment (GEWE) mainly focus on strengthening women’s economic opportunities and decision-making capacities as farmers or in groups. However, the same women often remain disempowered within the household.

Agriculture begins with seed. Without seed, there can be no crops and no food production. When harvests fail or seed stocks are lost, seed insecurity ensues, which can reduce food security and livelihoods. 

This How To Do Note (HTDN) in this toolkit on Supporting Smallholder Seed Systems tackles the complexities of seed systems, setting out a process to support national agricultural policy decision makers, national and international development agencies and IFAD Country Programme Managers (CPMs) in the design and supervision of seed-related projects. The other publications in this toolkit are the Teaser and Lessons Learned.

This publication, Lessons Learned, presents some key lessons from the experiences of IFAD and the United Nations Food and Agriculture Organization (FAO), and other seed-related development projects. These lessons will help the reader of the How To Do Note (HTDN) to have a greater understanding and appreciation of the framework for analysing national seed systems and how to use the HTDN to inform the design and implementation of more effective seed projects.

This How to Do Note (HTDN) is intended to provide guidance on how to design smallholder agriculture adaptation programmes that consider the differential impacts of climate change on women, men and youth smallholder farmers. This includes recognizing that programme interventions – from design to staffing to capacity development of beneficiaries and local organizations – need to consider how gender will affect sustainability and impact. The experiences, social positions and differing access to resources of marginalized populations are fundamental considerations in the design, implementation, and monitoring and evaluation of gender transformative smallholder agriculture adaptation programmes.

To facilitate policy implementation at the country level, IFAD‟s Policy on Engagement with Indigenous Peoples (2009) recommended that Country Technical Notes be prepared to provide country-specific information on indigenous peoples, as well as to contribute to the development of country programme strategies and project design.

Index insurance has a role to play in agricultural development and risk management, yet it faces operational and technical challenges to reach scale and sustainability. Data are a key challenge and were the focus of the project “Improving Agricultural Risk Management in Sub-Saharan Africa: Remote Sensing for Index Insurance”. Limited availability, accessibility, quantity and poor quality of data on the ground are some of the primary technical constraints preventing scale-up and sustainability of index insurance. Without sufficient quality data, either it is impossible to design products for some areas and countries, or products that are designed can become unreliable, not compensating when they should. These inconsistencies intensify vulnerability, lead to distrust of insurance, and ultimately have an impact on demand. This publication details the project, which investigated overcoming issues with ground data by using remote sensing data for index insurance. It describes the different remote sensing options and opportunities available for index insurance, but it also recommends further investment in research and development, supplementary ground data and capacity-building going forward. 

This How To Do Note (HTDN) provides guidance in addressing targeting, gender equality and women’s empowerment in the context of the IFAD project design cycle.

This toolkit explains how to identify and address the diverse needs, constraints and opportunities of poor rural people through IFAD-supported projects and policy engagement.

Typically, IFAD’s approach to policy engagement is one of facilitating, supporting and informing nationally-owned policy processes, so as to enable governments and other national stakeholders to determine themselves the policy change required. 

Why is FO mapping and profiling essential? 

A business model is a means by which a farmers’ organization (FO) structures its resources, services and collaboration with members, stakeholders (traders, suppliers, public and private sector), clients and partners to create and capture value. 

​Smallholder farmers use different strategies to improve their market presence and to capture more value added in the agricultural sector. These strategies include the creation of cooperatives and other farmers’ organizations (FOs).

This “Lessons Learned” document of the conservation agriculture (CA) in sub-Saharan Africa toolkit reviews experiences over the last two decades.

Conservation agriculture (CA) in sub-Saharan Africa has multiple, but often very specific, niches for investment that need to be understood to support its inclusion and implementation in projects.

This “How To Do” note offers guidance on the design, implementation and scaling up of a CA programme or project in sub-Saharan Africa. It begins with a summary of the key issues and associated questions  and follows this with lessons gained from experience.

​Smallholder farmers use different strategies to improve their market presence and to capture more value added in the agricultural sector. These strategies include the creation of cooperatives and other farmers’ organizations (FOs).

The business plan of an FO is a document providing information on how the FO intends to organize and implement activities so that it is profitable and can succeed. It is an essential tool for the planning, managing and running of a business. It clarifies the operational and financial objectives of a business and contains the detailed plans and budgets showing how the objectives are to be achieved. It may also contain background information about the organization that is attempting to reach those goals.

Rural development in Gabon depends largely on growth in the agro-sylvo-pastoral subsector, but the development of the country’s agricultural potential remains incipient. The various strategies adopted by the Government since independence have not succeeded in revitalizing the sector. Currently the agriculture sector employs about 40 per cent of the country’s rural population, although it contributes just 5 per cent of GDP and represents just 0.7 per cent of the government budget. Agricultural land occupies 20 per cent (5.2 million hectares) of the country’s territory, contrasting with the small share of sector activity taking place on less than 10 per cent of arable land. The rural population, which accounted for 20 per cent of the Gabonese people in 2000, is falling steadily as the urban population grows, and represented just 13 per cent of the population in 2013.

​With populations growing, fast emerging middle classes are demanding quality produce, luxury goods (tobacco, alcohol) and animal proteins, and there is pressure on domestic agricultural production to meet these needs. 

The purpose of this publication is to provide IFAD CPMs, MFIs, and all technical and financial partners with a methodological tool that will facilitate efficient implementation of the institutional transformation or regrouping processes of microfinance institutions, especially those that serve rural populations – processes that a priori are highly complex. 

Despite the progress made in the microfinance sector, its expansion has been hindered in large measure by institutional and financial impediments. This situation has led some institutions to embark on an institutionalization, institutional transformation, or regrouping process to overcome the obstacles in their path.

Microfinance institutions (MFI) take various forms these days, among them: projects, credit union or village banking networks, savings and credit cooperatives and mutual institutions, associations, capital companies, etc.

This module provides guidance and a comprehensive menu of practical tools for integrating gender in the planning, design, implementation, and evaluation of projects and investments in climate-smart agriculture (CSA). The module emphasizes the importance and ultimate goal of integrating gender in CSA practices, which is to reduce gender inequalities and ensure that men and women can equally benefit from any intervention in the agricultural sector to reduce risks linked to climate change. Climate change has an impact on food and nutrition security and agriculture, and the agriculture sector is one of the largest emitters of greenhouse gases. It is crucial to recognize that climate change affects men and women differently. The initial assumption is that social differences, particularly gender inequality, must be taken into account to strengthen the effectiveness and sustainability of CSA interventions. Women are key players in the agricultural sector, yet compared to men, they own fewer assets and have access to less land, fewer inputs, and fewer financial and extension services.

It’s a well-worn cliché that women’s work is never done. But in many parts of the world, it’s still undeniably true.

Labour-saving technologies and practices promote inclusive development by reducing the domestic workload and freeing up time to perform productive tasks, to participate in decision-making processes and development opportunities, and to enjoy more leisure time.

There is a recognized need in the water sector for more accurate data on access to water in terms of the distance travelled and the time needed to collect water to meet all household needs, and who or what combination of people are involved in water collection.

This How To Do Note looks at the opportunities provided by labour-saving technologies and practices for rural women in the domestic sphere. The purpose is to inform IFAD country programme managers, project teams and partners of proven labour-saving methods available to reduce the domestic workload and how they can best be selected and implemented – to help promote equitable workloads between men and women and contribute to poverty eradication.

This note describes the land tenure issues faced by pastoralists and how IFAD has dealt with some of these through its programmes and projects.

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)

 

This case study illustrates how the Family Life Model (household methodology) has been used effectively in Uganda, highlighting how it has worked in a particular context. 

This How To Do Note provides a step-by-step guide on how to implement Household Methodologies (HHMs). It describes activities at the household level, different approaches for implementing HHMs, service providers and the facilitator system, and the role of the community and the wider environment. The main points to consider when incorporating HHMs in project design and implementation are noted.

​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.

 

Water is of fundamental importance to human development, the environment and the economy. Access to water and water security is paramount to improving food security, incomes and livelihoods of rural communities. Reliable access to water remains a major constraint for millions of poor farmers, mostly those
in rainfed areas, but also those involved in irrigated agriculture. Climate change and the resulting changing rainfall patterns pose a threat to many more farmers, who risk losing water security and slipping back into the poverty trap.The need, therefore, to strengthen the communities’ capacity to adopt and disseminate agricultural water management technologies cannot be overemphasized.

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.

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.

This case study illustrates how the household approach for gender, HIV and AIDS mainstreaming has been used effectively in Malawi, highlighting how it has worked in a particular context. Links are provided to resources and online materials.

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.

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.

This case study illustrates how Household Approach (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.

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.

Natural resources (land, water, forests, fisheries) are fundamental to the survival of rural people. The livelihoods of most poor people depend on agriculture, which in turn hinges on the continued productiveness of the land and availability of water resources. Land and water, in addition to forests, offer the compendium of ecological goods and services that smallholders in developing countries need for their economic development; they can also provide a safety net in times of crisis. These resources are also global public goods. Natural resources need to be managed sustainably not only on smallholder farms and in individual sectors (e.g. selected sources of water or forest reserves) but in the totality of ecosystems that support their existence.

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.

The purpose of this Lessons Learned note is to provide design teams with observations based on lessons from IFAD and other donors’ projects that may help in the design of value chain projects.

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.

This case study illustrates how the Transformative Household Methodology has been used effectively in Ethiopia, highlighting how it has worked in a particular context. Links are provided to resources and online materials.

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.  
 

This document highlights IFAD’s and other partners’ experiences with products, services, methods and approaches associated with Loan Guarantee Funds. It will assist IFAD’s country programme manager (CPM) to take up evidence-based good practices that can aid IFAD’s thematic focus.

This How To Do Note highlights the rationale for using Loan Guarantee Funds, focusing on different types of guarantee arrangements, as well as their strengths, weaknesses and opportunities. It also summarizes global experience with LGFs.

The Note provides country programme management teams, programme design teams, implementation teams, and other practitioners and users with evidence-based good practices and guidelines so that they can design and implement more effective and contextually appropriate guarantees. 

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.

This how to do note addresses KPIs and PBAs at the level of partnering financial institutions. In this context, key performance targets are included in various documents, including strategic plans, business plans and possibly budgets at different levels. 

Also, they can be used as an important support instrument for results-based management.

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. 

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. 

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.

This note provides an overview on Loan Guarantee Funds highlighting the main issues, challenges, opportunities and benefits.

This note provides an overview on IFAD's support to community-based financial organizations highlighting the main issues, challenges, opportunities and benefits.

This note provides an overview on key performance indicators and performance-based agreements highlighting the main issues, challenges, opportunities and benefits.

This case study illustrates how Household Mentoring has been used effectively in Uganda, highlighting how it has worked in a particular context. Links are provided to resources and online materials.

The toolkit on Household Methodologies (HHMs) is composed of three parts.

Strong links to markets for poor rural producers are essential to increasing agricultural income, generating economic growth in rural areas and reducing hunger and poverty. Every product that is sold locally, nationally or internationally is often part of an agricultural value chain (VC). From a development perspective, VCs are one of the instruments through which market forces can be harnessed to benefit poor rural women and men – not just producers, but wage earners, service providers and others.

This How To Do Note provides a description of the participatory land-use planning (PLUP) methodology with the steps that should be followed to implement it in IFAD interventions with some practical examples of how this has been done. 

This How To Do Note provides guidance on how to carry out a land assessment at the project design stage.

Through this assessment, it will be possible to identify key land tenure issues in the project area and to indicate how they can be resolved through project activities and interventions.

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. 

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.

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.

IFAD has always adopted a proactive approach to the targeting of poor rural people of all ages in order to reduce the social and economic inequalities that help generate and perpetuate poverty.

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.

GALS has been developed under Oxfam Novib’s (ON) Women’s Empowerment Mainstreaming and Networking (WEMAN) Programme since 2008 with local partners and Linda Mayoux. The use of GALS in value chain development (VCD) was piloted by ON and partners in Uganda through a small IFAD grant (2009- 2011). It was rolled out by ON with local partners in Nigeria, Rwanda and Uganda with the support of a large IFAD grant (2011-2014) and in other countries with cofunding from other donors.

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.

This note aims to inform the design and implementation of results-based country strategic opportunities programmes (RB-COSOPs) and projects by describing how youth are affected by insecurity of tenure and how such issues have been dealt with. It should be used at strategy, design and implementation stages.

The note explains the issues related to youth and land tenure and how they have been addressed in IFAD and other projects and programmes.

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.

MPAT was originally developed in China and India. In China, iterative testing was conducted in 2008 in order to refine and improve the draft Household and Village Surveys. After five rounds of testing in China and India, the project team felt that the surveys and indicators were sufficiently developed to warrant a large-scale pilot in both countries.

In China, the pilot was conducted in the context of an ongoing IFAD-supported project in Gansu Province in China’s arid north. The data from the pilots in China and India (see also Box 2 and Box 3) were then shared with the European Commission’s Joint Research Centre so they could conduct an independent evaluation of MPAT. Results from a pilot village in China are presented, together with a photo of farmers planting seeds below.

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.

Following an inclusive consultation and negotiation process, which involved more than 70 countries, international organizations, and representatives of the civil society and the private sector, the Voluntary Guidelines on the Responsible Governance of Tenure of Land, Fisheries and Forests in the Context of National Food Security (VGs) were officially endorsed by the Committee on World Food Security on 11 May 2012. The VGs set out principles, technical recommendations and practices for improving the governance of tenure of land, fisheries and forests. They promote secure tenure rights and equitable access to these resources as a means of eradicating hunger and poverty, supporting sustainable development and protecting the environment. They give recommendations to countries and to other key actors, who are strongly encouraged to adopt and use them on a voluntary basis.

La République du Niger a une population multi-ethnique, parmi laquelle, les Touareg, les Peulh et les Toubou s‘auto-identifient comme autochtones.

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.

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.

This manual is intended as an aid to microinsurance institutions. It presents a technique called ‘process mapping’ that can support institutions in self-analysis by assisting them in understanding, developing and improving business processes. Although the concepts presented may be used for many types of projects and processes, this manual was specifically developed as a supplement to Microinsurance product development for microfinance providers (McCord 2012).

The manual describes how a process map can be drawn, analysed and adapted for the microinsurance sector. It offers practical guidance about which processes to concentrate on, and guides the reader through the task of improving these processes, first on paper and then in practice. For more information please click on the link below.

This technical note aims to help project designers and reviewers of the design process to decide whether matching grants are the most appropriate financing instrument in a given context and what to consider when designing a matching grant component. The note focuses on use of these grants to finance productive assets and investments for business purposes. For more information please click on the lonk below.

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. 

The Republic of Kenya has a multi-ethnic population, among which more than 25 communities identify as indigenous.

The DRC is a multi-ethnic country with some 250 ethnic groups, including several indigenous Pygmy groups.

Poor rural people in developing countries are vulnerable to a range of risks and constraints that impede their socio-economic development. Weather risk, in particular, is pervasive in agriculture. 

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.

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. 

Risk is inherent in agriculture. Farmers face a variety of market and production risks that make their incomes unstable and unpredictable from year to year.

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.

As part of its obligations undertaken to achieve the Millennium Development Goals, IFAD committed itself to enabling the rural poor to help themselves out of poverty by increasing theirorganizational capacity to influence institutions of relevance to rural poverty reduction (policies, laws and regulations).

As a result, IFAD has embarked upon a process to strengthen its own organizational competencies in institutional analysis and dialogue.
This sourcebook is an attempt to complement and further this process. It has been written keeping in mind the needs of country programme managers, as well as consultants working with IFAD.