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Caja de herramientas: Servicios financieros digitales para los hogares de los pequeños agricultores
Los últimos adelantos de la tecnología y las telecomunicaciones tienen el potencial de hacer que los servicios financieros sean más accesibles y asequibles para los hogares de los pequeños agricultores de las zonas rurales. Gracias a plataformas digitales como los teléfonos móviles, los pequeños productores pueden ahora utilizar los servicios financieros sin tener que acudir a una sucursal bancaria.
Notas sobre: cómo establecer asociaciones entre el sector público, el sector privado y los productores en cadenas de valor agrícola
Las Notas aportan herramientas para el diseño y la ejecución de proyectos basadas en buenas prácticas que se han recogido de la experiencia en el terreno. Asimismo, sirven de guía a los equipos en la aplicación de recomendaciones específicas emanadas de políticas operativas del FIDA y de los requisitos básicos del Fondo para la realización de proyectos, y para la utilización de los instrumentos de financiación.
How to do note: Digital financial services for smallholder households
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.
Lessons learned: Digital financial services for smallholder households
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.
Cómo hacer el seguimiento de proyectos de cadenas de valor
Notas para el análisis y el desarrollo de proyectos de cadenas de valor ganaderas
Este enfoque por etapas para el análisis y diseño de proyectos de cadenas de valor sigue el ciclo de diseño básico que adoptan los proyectos del FIDA.
Scaling up note: Ghana
Note sur la transposition à plus grande échelle: Nigéria
Scaling up note: Egypt
Scaling up note: Ethiopia
Scaling up note: Peru
Scaling up note: Sudan
Scaling up note: Bangladesh
Scaling up note: China
Scaling up note: Mauritania
Scaling up note: Indonesia
Toolkit: Integrated homestead food production
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.
Lessons learned: Integrated homestead food production (IHFP)
How to do note: Integrated homestead food production (IHFP)
How to do note: Fisheries, Aquaculture and Climate Change
Zipping up the Evidence - Dealing with non-counterfactuals in Viet Nam and Ghana
Participatory Impact Assessment and Learning Approach (PIALA)
Case study: Family life model, Uganda
Guía práctica: Metodologías basadas en los hogares
Notas sobre cómo Cómo evaluar los riesgos del cambio climático en proyectos de cadenas de valor
Notas sobre cómo Cómo medir la resiliencia al cambio climático
Notas sobre cómo Integración de sistemas portátiles de biogás en proyectos respaldados por el FIDA
El acceso a servicios modernos de energías renovables es un factor clave para erradicar la pobreza y garantizar la seguridad alimentaria.
Toolkit: Youth Access to Rural Finance
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.
Lessons learned: Youth Access to Rural Finance
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.
Una agricultura y un desarrollo rural que tienen en cuenta la nutrición
En 1977 el FIDA incluyó la mejora del “nivel de nutrición de las poblaciones más pobres de los países en desarrollo” entre los principales objetivos de su Convenio Constitutivo.
Desde entonces, los gobiernos, la sociedad civil y las organizaciones de desarrollo también han acabado reconociendo la importancia fundamental de la nutrición —que comprende la desnutrición, las carencias de micronutrientes y el sobrepeso— para el desarrollo.
La nutrición no es solamente un resultado del crecimiento económico, sino que, al mejorar el capital humano, es también un insumo esencial para el desarrollo económico y social.
Nota sobre ampliación de escala: Gestión del agua para uso agrícola
agricultores, quienes se encuentran en riesgo de perder la seguridad hídrica y caer nuevamente en la trampa de la pobreza. Por lo tanto, es preciso insistir en la necesidad de fortalecer la capacidad de las comunidades para adoptar y difundir las tecnologías de gestión del agua para uso agrícola.
Nota sobre ampliación de escala: Igualdad de género y empoderamiento de la mujer
El FIDA ha obtenido importantes resultados en la promoción de enfoques y procesos innovadores de incorporación de la perspectiva de género y favorables a las personas pobres en sus operaciones.
Effective project management arrangements for agricultural projects: A synthesis of selected case studies and quantitative analysis
Nota sobre ampliación de escala: Seguridad de la tenencia de la tierra
El acceso equitativo a la tierra y la seguridad de la tenencia de los grupos objetivo del FIDA son fundamentales para el desarrollo rural y la erradicación de la pobreza.
Smallholder livestock development: scaling up note
La producción ganadera en pequeña escala se basa principalmente en explotaciones familiares y es crucial para los medios de vida de las personas pobres de las zonas rurales, la seguridad alimentaria y la creación de empleo. Los animales proporcionan alimentos para el consumo familiar, productos para la generación de ingresos y dinero en efectivo que puede obtenerse rápidamente cuando se producen situaciones de emergencia y crisis externas (que pueden deberse a condiciones climáticas, casos de enfermedad, inestabilidad de los precios, etc.). Los animales son activos importantes que satisfacen diversas necesidades de los pequeños productores (proporcionan estiércol, fuerza de tiro y de carga, etc.) y tienen asimismo un valor cultural y espiritual. Las aves de corral y los pequeños rumiantes suelen estar a cargo de las mujeres y les proporcionan beneficios directos.
Servicios financieros inclusivos en las zonas rurales Nota sobre la ampliación de escala
Desarrollo agrícola resistente al cambio climático
Nota sobre ampliación de escala: Instituciones y organizaciones de pequeños agricultores
Foro de los Pueblos Indígenas en el FIDA
Africa Regional Workshop Report
Case Study: Household approach for gender, HIV and AIDS mainstreaming, Malawi
Lessons learned: Strengthening smallholder institutions and organizations
Burundi: Country Technical Note on Indigenous Peoples’ Issues
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.
How to do note: Analyse and strengthen social capital
Pacific Regional Workshop Report
In February 2013, the First Global Meeting of the Indigenous Peoples Forum took place at the IFAD headquarters in Rome, in conjunction with the 36th session of the Governing Council. In attendance at this inaugural meeting were 31 indigenous people’s representatives from 25 countries in Asia, Pacific, Latin America, Africa and the Caribbean regions. Of the 19 Asia- Pacific regional representatives, two were from the Pacific; Mr. Anthony Wale, the Executive Director Aoke Langalanga Constituency Apex Association (ALCAA), and Ms Rufina Peter, Senior Research Officer at the PNG Institute of National Affairs.
During the meeting the Pacific representatives highlighted the need for the Pacific to have a “separate identity” as per the outcomes of Asia Pacific regional preparatory workshop in Bangkok. The issue was one of visibility for the Pacific Region due to its unique, rich and diverse cultures and traditions, its significant land and sea area and its high biodiversity. The Pacific Regional meeting proposed three action plans, of which the Pacific Regional Workshop in preparation of the Second Global Meeting of the Indigenous Peoples’ Forum at IFAD is a direct result.
Case study: Chiefs and traditional leaders, Zambia
Case study: Household approach, Zambia
A field practitioner's guide: Institutional and organizational analysis and capacity strengthening
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.
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.
Lecciones Aprendidas: Proyectos de desarrollo de cadenas de valor de productos básicos
Toolkit: Lines of credit
Estudio de casos: Metodología para fomentar la transformación en los hogares en Etiopía
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: Metodologías basadas en los hogares: aprovechar el potencial de cambio de las familias
Toolkit: Proyectos de desarrollo de cadenas de valor de productos básicos
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.
Notas sobre cómo llevar a cabo una planificación participativa del uso de la tierra
Notas sobre cómo abordar la tenencia de la tierra en los proyectos FIDA en fase de diseño
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.
Notas sobre cómo abordar la tenencia de la tierra en las estrategias del FIDA en el país (COSOP-BR)
Lecciones aprendidas Derechos sobre la tierra y tenencia en el pastoralismo
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.
Caja de herramientas: La tenencia de la tierra en las operaciones financiadas por el FIDA
Lecciones aprendidas Apoyo a los y las jóvenes rurales en los proyectos del FIDA
El FIDA siempre ha adoptado un enfoque proactivo para la focalización en la población rural pobre de todas las edades, con el objetivo de reducir las desigualdades sociales y económicas que favorecen la aparición y la perpetuación de la pobreza.
Hasta hace relativamente poco tiempo, la atención prestada a las necesidades y vulnerabilidades específicas de los jóvenes1 era escasa, debido a que no se les consideraba partes interesadas por derecho propio, sino beneficiarios subalternos e indirectos, y por tanto invisibles.
Esta percepción ha cambiado de forma radical y los proyectos financiados por el FIDA cada vez incluyen más disposiciones explícitas para el desarrollo en favor de los jóvenes.
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.
Notas sobre: cómo Diseñar proyectos de desarrollo de cadenas de valor de productos básicos
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.
Instrumento multidimensional de evaluación de la pobreza (MPAT)
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.
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
• cómo construir una minincubadora con arena
• cómo obtener y seleccionar los huevos fértiles
• cómo colocar los huevos en la incubadora
• el mantenimiento cotidiano de la incubadora, y
• el manejo de los polluelos al eclosionar.
Instrumentos de decisión del FIDA en la financiación rural
El potencial para la ampliación y sostenibilidad de los seguros basados en índices climáticos para la agricultura y subsistencia rural
El riesgo es inherente a la agricultura. Los agricultores enfrentan una variedad de riesgos de producción y de mercado que hace que sus ingresos sean inestables e impredecibles de un año a otro.
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.