Recursos

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.  

El FIDA, que hace más de cuatro decenios que lleva a cabo intervenciones relacionadas con los servicios financieros en las zonas rurales en más de 70 países y ya ha invertido USD 1 100 millones en iniciativas de ese tipo, tiene una gran y variada experiencia en esa esfera, una red mundial de asociados que trabajan en las innovaciones más avanzadas y cientos de proveedores distintos que atienden las necesidades financieras de los hogares pobres de las zonas rurales, que son sus clientes. Más de 3 000 millones de personas de las zonas rurales todavía viven con menos de USD 2 al día. Problemas como las crisis económicas, la carestía de alimentos y el cambio climático afectan a las personas pobres de una forma desproporcionada. Los hogares pobres de las zonas rurales suelen quedar excluidos de las posibilidades de operar en el sector financiero forma.

La ventaja comparativa del FIDA reside en su experiencia en el trabajo a nivel de base, su comprensión de los obstáculos que afronta la población pobre en las zonas rurales, en particular los más vulnerables, y su capacidad de concebir enfoques integradores para el desarrollo económico y social. Un elemento fundamental del enfoque de desarrollo del FIDA consiste en la prestación de apoyo a las organizaciones de pequeños agricultores en zonas rurales como estrategia para el empoderamiento de la población rural pobre. Las organizaciones de pequeños agricultores sólidas e integradoras con un nutrido grupo de miembros son importantes asociadas de gobiernos, organizaciones no gubernamentales (ONG), donantes y agentes del sector privado que buscan nuevos mercados.

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

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. 

El cambio climático pone en peligro la base de
recursos naturales de la mayor parte del mundo en
desarrollo, acelera la degradación de los ecosistemas y
convierte la agricultura en una actividad más arriesgada.
En consecuencia, los pequeños agricultores, que
desempeñan una función sumamente decisiva en la
seguridad alimentaria mundial, se enfrentan a un clima
cada vez más extremo. Los pequeños agricultores se
ven afectados de una forma más directa por las sequías,
las inundaciones y las tormentas, a la vez que sufren
los efectos paulatinos del cambio climático, como el
estrés hídrico en los cultivos y la ganadería, la erosión
costera debida al aumento del nivel del mar y la
imprevisibilidad de las infestaciones de plagas.

Under the 9th  Replenishment, IFAD committed to moving 80 million rural people out of poverty cumulative from 2010 onwards to 2015, and conducting 30 rigorous impact assessments. Hence the urgent need for appropriate methodologies for impact assessment. To respond to this need, a few piloting initiatives have been launched, one of which is the Improved Learning Initiative (ILI) 2. This  initiative  aims  to  develop  a  potentially  scalable  Participatory  Impact  Assessment  and Learning Approach (PIALA) that can help IFAD and its partners collaboratively assess, explain and debate its contributions to rural poverty impact. The PIALA design and piloting is funded by IFAD’s DFID-financed Innovation Mainstreaming Initiative (IMI) and BMGF’s Measurement, Learning and Evaluation Unit in the Agricultural Development Program; and with important contributions from IFAD’s Country Program Offices and partners in the pilot countries (Vietnam and Ghana), and its Strategy & Knowledge Management and Program Management Departments.

This report proceeds from the Global Forum on Remittances held in Bangkok, Thailand in 2013.

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 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 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 note provides an overview on lines of credit illustrating the the key issues and the main challenges, opportunities and benefits.

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.

Matching grants (MGs) are used increasingly by multilateral and bilateral institutions, including the International Fund for Agricultural Development (IFAD) and the World Bank, to cofinance productive assets and investments. Although confined initially to investments with clear public good characteristics, their use has spread. They finance a broad array of assets and productivity-enhancing technologies for groups, companies and individuals, benefiting the private sector directly with clear private goods characteristics. MGs are used as a short-term financing instrument to promote diffusion of technologies and enable target groups to carry out productivity-enhancing investments, compensating for the limited availability and high costs of term finance. At times, MGs incorporate a “crowding in” mechanism to attract financiers by sharing the risks and increasing the effective collateral value of the asset being financed. They are also used to support innovations that, by their nature, are more risky and less likely to attract loan finance. Despite their appeal as a relatively simple instrument to address access to finance constraints in the short run, there are several risks, which can limit their effectiveness and impact. When poorly designed and poorly implemented, MGs can distort and crowd out private and public investments. 

Los resultados de los estudios señalan la importancia de la agricultura como actividad económica para la reproducción de estas unidades en todo el continente y demuestran que el conjunto de los agricultores familiares especializados es el grupo mayoritario en relación al total de las unidades productivas. Por otro lado, comprobamos que la función de residencia rural y la combinación de actividades y fuentes de ingresos es una característica importante que existe en todos los países estudiados, y que los ingresos y las actividades no agropecuarias de los agricultores familiares no son insignificativos, aunque son bajos.

This Focus Note introduces some recent developments in this rapidly changing space. The featured case studies (i) identify traditional pain points in serving smallholder farmers (such as the cost and risk of making payments to farmers and delivering subsidized credit), (ii) discuss how DFS are being used to overcome these pain points, and (iii) highlight some initial obstacles and successes.

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.

In 2014, Kenya was newly classified as a lower-middle-income country, with financial services and infrastructure expected to drive growth of 5 to 6 percent annually over the next five years. At the same time, the country is still in protracted crisis, with recurrent natural disasters, conflict, severe drought and hunger affecting livelihoods. Overall, about 10 million Kenyans suffer from chronic food insecurity and poor nutrition. Recurring drought means that a larger number of people in a growing population are unable to meet their food needs. Good seasons between droughts are increasingly rare, making it difficult for households to recover from crisis to crisis. Severe land degradation, primarily caused by deforestation, unsuitable agricultural practices and flooding, has had a negative impact on agricultural production.

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.

El Instrumento de evaluación de la pobreza multidimensional proporciona datos que pueden informar a todos los niveles de la toma de decisiones al ofrecer una comprensión más clara de la pobreza rural a nivel de los hogares y las aldeas. Como resultado, la MPAT puede reforzar significativamente la planificación, el diseño, el seguimiento y la evaluación de un proyecto, y contribuir así a la reducción de la pobreza rural.

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.

Annexes (Volume 2) of the Partnership in Progress: 2012-2013.

Depuis 1981, le FIDA a financé 12 projets et programmes au Burkina Faso pour un montant total de 158,6 millions de dollars des États-Unis. 

En el presente informe, FIDA pretende recopilar de exhaustiva las diferentes experiencias en la colaboración con las organizaciones campesinas y determinar las tendencias regionales que han ido surgiendo.

El estudio representa un punto de partida para la ampliación de escala y la profundización de los logros en otros países y contextos. Igualmente se analizan las modalidades de asocio utilizadas durante el bienio 2012-2013, y se exponen ejemplos de las experiencias exitosas y los logros alcanzados en el marco de los programas de FIDA en los países y su cartera de subvenciones.

El informe se basa en los resultados de una encuesta realizada por los gerentes de los programas del FIDA en los países de intervención, entrevistas con el personal de FIDA correspondiente y un examen teórico en profundidad de los documentos relativos a los proyectos nuevos y en curso y a determinadas subvenciones a nivel regional y programas en los países.

En el presente informe, FIDA pretende recopilar de exhaustiva las diferentes experiencias en la colaboración con las organizaciones campesinas y determinar las tendencias regionales que han ido surgiendo.

El estudio representa un punto de partida para la ampliación de escala y la profundización de los logros en otros países y contextos. Igualmente se analizan las modalidades de asocio utilizadas durante el bienio 2012-2013, y se exponen ejemplos de las experiencias exitosas y los logros alcanzados en el marco de los programas de FIDA en los países y su cartera de subvenciones.

El informe se basa en los resultados de una encuesta realizada por los gerentes de los programas del FIDA en los países de intervención, entrevistas con el personal de FIDA correspondiente y un examen teórico en profundidad de los documentos relativos a los proyectos nuevos y en curso y a determinadas subvenciones a nivel regional y programas en los países. 

En la actualidad Latinoamérica presenta diferentes retos para promover el desarrollo rural de sus comunidades, combatir la escasez de agua y garantizar su seguridad alimentaria. En los últimos años, México ha sufrido una serie de eventos hidrometeorológicos que han generado graves daños sociales y económicos que requieren de importantes inversiones para permitir a las regiones afectadas regresar a su condición habitual. Esto ha hecho evidente la gran vulnerabilidad del país así como la importancia que juega la capacidad de adaptación de la nación o en otras palabras, la resiliencia del país.

IFAD has committed US$71.4 million in loans to Jordan since 1981 to support agricultural development and reduce rural poverty. The funds have been used in six agricultural development programmes and projects with a total value of US$189.3 million. 

The Government of Jordan and project participants have contributed US$63.2 million. The programmes and
projects are designed by IFAD in collaboration with rural people, the government and other partners. They address poverty through promotion of sustainable natural resource management, particularly water and soil conservation. A seventh project is being designed.

El mundo actual está lleno de paradojas, algunas grotescas, pero ninguna de ellas lo es más que el hecho de que mientras 870 millones de personas pasan hambre cada día, un tercio de todos los alimentos se pierde o se desperdicia. Nos maravillamos ante las tasas de crecimiento de los países de ingresos medios, pero en algunos de esos países viven decenas de millones de personas muy pobres. Alrededor del 75 por ciento de los habitantes más pobres del mundo viven en las zonas rurales y obtienen sus medios de vida principalmente de la agricultura, al tiempo que producen más del 80 por ciento de los alimentos que se consumen en África Subsahariana y partes de Asia. No obstante, muchos de ellos son a su vez compradores netos de alimentos.

Brochure illustrating IFAD's support to coffee value-chain development.

Small-scale producers in the development of tea value chain partnerships 

Brochure illustrating IFAD's support to cocoa value-chain development.

¿Qué pueden hacer las tecnologías de la información (TIC) por los 900 miliones de personas que viven en zonas rurales en condiciones de pobreza extrema?

This document reports on the remarkable achievements of the Financing Facility for Remittances (FFR) in its five years of operation. It provides an overview of the importance of remittances to development, the strategy that the Facility has adopted to date, and the lessons. 

The FFR Brief learned from the innovative projects it has financed. Looking forward, the report highlights the tremendous opportunities offered by large-scale distribution networks, adoption of new technologies, mobilization of migrant capital and partnering with the private sector. Each chapter has been designed to be readable as a stand-alone discussion of the specific topic area it addresses. As a number of projects resulted in lessons learned in multiple areas, projects may be mentioned more than once, and their impact in each topic area will be discussed separately.

El presente informe es el resumen de una compilación de estudios sobre remesas destinadas a Asia y el Pacífico que se publicará próximamente. Las conclusiones están basadas en una serie de estudios encomendados por el Fondo Internacional de Desarrollo Agrícola (FIDA) y realizados por Developing Markets Associates, Diálogo Interamericano, el Banco Mundial y el Instituto Mundial de Cajas de Ahorro, así como en estudios y análisis llevados a cabo por el Banco Mundial. 

An analysis of lessons learnt from field application of IFAD’s sourcebook on institutional and organizational analysis for pro-poor change.

IFAD and the Government of Mauritius are moving towards a new form of partnership that differs from the standard model for low-income countries, which was followed in Mauritius until 2005. 

IFAD recognizes that the country now has sufficient national resources to address rural poverty, so the focus of interventions has shifted from financing projects towards developing a collaborative approach with the government to reduce the incidence of poverty.

This approach includes policy dialogue, knowledge management and sharing, and partnership-building.

IFAD first worked in Seychelles in 1991, when it began financing the Employment Generation Project, which was completed six years later.
More recently, stakeholders from Seychelles have participated in activities funded by an ongoing IFAD grant, which supports the Regional Initiative for Smallholder Agriculture Adaptation to Climate Change in the Indian Ocean Islands. This initiative is creating a regional knowledge-management platform on adaptation strategies for small-scale farmers.

The platform actively disseminates information on conservation agriculture practices such as farming with low or zero tillage, as well as composting, integrating livestock and farming activities, and other environmentally sustainable measures.

Farmers’ Africa is a capacity-building programme that aims to improve the livelihoods and food security of rural producers in Africa. It works with farmers’ organizations (FOs) to help them evolve into more stable, performing and accountable organizations that effectively represent their members and advise them on farming enterprises. 

The programme supports the main functions of FOs, promotes their engagement in policy processes and contributes to their professionalization. It also supports the efforts of FOs to provide economic services to their members. The total cost of the programme is estimated at EUR 40 million over five years and includes an overall contribution of EUR 26.9 million from the European Union (EU). 

The rapid growth in consumer demand for sustainable agricultural products represents an enormous opportunity for small-scale farmers and producers in developing countries.

To help them seize this and other opportunities, the International Fund for Agricultural Development (IFAD) funds a range of projects in rural areas. A growing number of projects support smallholder production of commodities that are certified under programmes such as Fairtrade, Organic, UTZ Certified and Rainforest Alliance, including:

• Cocoa and coffee in Rwanda, Sao Tome and Principe, and Sierra Leone

• Fruits in the South Pacific and Madagascar

• Cosmetic and medicinal plants in India and Southern Africa.

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.