Tools and guidelines
Tools and guidelines
Tools and guidelines
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Toolkit: Strengthening smallholder institutions and organizations
How to do note: Strengthen community-based natural resource management organizations
Congo: Country Technical Notes on Indigenous Peoples’ Issues
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.
Lessons learned: Commodity value chain development projects
Toolkit: Lines of credit
Case study: Transformative Household Methodology, Ethiopia
Case study: Men’s Travelling Conference, Kenya
Lessons Learned: Loan Guarantee Funds
How to do note: Loan Guarantee Funds
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.
Lessons learned: Community-based financial organizations
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.
How to do note - Key performance indicators and performance-based agreements
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.
How to do note: Lines of credit
implementation and scaling up.
Lessons learned: Lines of credit
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
Toolkit: Loan guarantee funds
Toolkit: Community-based financial organizations
Toolkit: Key performance indicators and performance-based agreements
Case study: Household Mentoring, Uganda
Toolkit: Household methodologies: harnessing the family's potential for change
Toolkit: Commodity value chain development projects
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.
How to do note: Participatory land-use planning
How to do note: Land tenure in IFAD project design
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.
How to do note: Land tenure in IFAD country strategies (RB-COSOPs)
Lessons learned: Pastoralism land rights and tenure
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
Lessons learned: Supporting rural young people in IFAD 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.
Lessons learned: Key performance indicators and performance-based agreements
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.
Case study: Gender Action Learning System in Ghana, Nigeria, Rwanda, Sierra Leone and Uganda
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.
How to do note: Commodity value chain development projects
Lessons learned: Youth land rights and tenure
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.
PARM Annual Report 2014
The Multidimensional Poverty Assessment Tool (MPAT) User's guide
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 (MPAT)
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.
Voluntary Guidelines on the Responsible Governance of Tenure of Land, Fisheries and Forests - Implications for IFAD
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.
République du Niger: Note technique par pays sur les populations autochtones
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
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
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.
Process Mapping for Microinsurance Operations: A Toolkit for Understanding and Improving Business Processes and Client Value
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.
Matching grants - Technical Note
Tanzania: Country Technical Note on Indigenous Peoples Issues
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.
Kenya: Country Technical Note on Indigenous Peoples Issues
The Republic of Kenya has a multi-ethnic population, among which more than 25 communities identify as indigenous.
Democratic Republic of the Congo: Country Technical Note on Indigenous Peoples Issues
The DRC is a multi-ethnic country with some 250 ethnic groups, including several indigenous Pygmy groups.
Weather Index-based Insurance in agricultural development: a technical guide
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.
Enhancing market transparency
Building and operating a mini-hatchery - sand method
• How to collect and select fertile eggs;
• How to place the eggs in the incubator;
• The day-to-day operation of the hatchery; and
• How to handle chicks or ducklings as they hatch.
IFAD Decision Tools for Rural Finance
The potential for scale and sustainability in weather index insurance for agriculture and rural livelihoods
Guidance Notes for institutional analysis in rural development programmes: an overview
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.
Institutional and organizational analysis for pro-poor change: meeting IFAD's millennium challenge - A sourcebook
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.