Outils et directives

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.

L’objet de cette note “Leçons apprises” est de partager avec les équipes chargées de la conception des projets filière des observations fondées sur les Leçons apprises du FIDA et des autres bailleurs de fonds qui pourraient les aider dans leur mission. 

La ligne de crédit est un prêt consenti à une institution financière participante, qui en rétrocède le produit à ses clients sous forme de prêts assortis d’intérêts. 

Cette étude de cas illustre comment la méthode de la transformation familiale a été utilisée efficacement en Éthiopie, en soulignant comment elle a fonctionné dans un contexte particulier.

Les études de cas présentent des interventions (du FIDA et d’autres organismes de développement) dans le cadre desquelles des méthodologies axées sur les ménages ont été utilisées efficacement, en précisant comment chacune d’entre elles a donné de bons résultats dans un contexte donné. 

Le présent document met en lumière l'expérience du FIDA et de certains de ses partenaires dans le domaine des produits, des services, des méthodes et des approches liés aux FGP. Il aidera le chargé de programme de pays (CPP) du FIDA à mettre en oeuvre les bonnes pratiques basées sur des données factuelles, qui peuvent apporter une contribution à cet axe thématique du FIDA.

La présente brochure met en lumière les raisons justifiant l'utilisation des FGP et examine les différents types d'accords de garantie ainsi que leurs forces, leurs faiblesses et les possibilités qu'ils offrent. Elle résume en outre l'expérience acquise au niveau mondial en matière de FGP. Elle a été rédigée à partir de consultations et d'études sur dossier guidées par les documents sur la Politique du FIDA en matière de finance rurale (2009) et les Outils décisionnels du FIDA en matière de finance rurale (2010). 

Pour réduire la pauvreté, l'un des outils essentiels consiste à ouvrir l'accès au système financier pour ceux qui en sont exclus. Les organisations financières à assise communautaire (community-based financial organizations – CBFO) sont souvent les seules structures disponibles pour fournir aux ruraux pauvres les services financiers essentiels, surtout dans les zones éloignées dépourvues d'infrastructures. 

 Le présent document examine les ICP et les AFP au niveau des institutions financières partenaires. Dans ce contexte, des objectifs clés de performance figurent dans différents documents, tels que plans stratégiques, plans d'activité et, éventuellement, budgets à différents niveaux. En outre, ils peuvent constituer un important instrument d'appui à la gestion fondée sur les résultats.

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.

La desserte des zones rurales reculées n'intéresse pas les banques du secteur formel, du fait de l'absence d'économies d'échelle, de coûts de transaction élevés et de la conviction que les ruraux pauvres n e constituent pas un marché viable. Les organisations financières à assise communautaire (community-based financial organizations – CBFO) sont souvent les seules structures disponibles pour fournir aux ruraux pauvres les services financiers de base, surtout dans les zones dépourvues des infrastructures élémentaires. 

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

Les études de cas présentent des interventions (du FIDA et d’autres organismes de développement) dans le cadre desquelles des méthodologies axées sur les ménages ont été utilisées efficacement, en précisant comment chacune d’entre elles a donné de bons résultats dans un contexte donné. 

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.

Le régime foncier désigne les règles, les autorités, les institutions, les droits et les normes qui régissent l’accès à la terre et aux ressources qu’elle offre, ainsi que leur contrôle. Il définit les règles et les droits qui régissent l’appropriation, le choix des cultures et l’utilisation des ressources naturelles sur un territoire ou une parcelle de terre donnés.

Le FIDA a toujours adopté une approche proactive de ciblage des ruraux pauvres de tous âges, dans le but de réduire les inégalités sociales et économiques qui contribuent à générer et perpétuer la pauvreté.

Jusqu'à une date relativement récente, l'attention portée aux besoins et attentes des jeunes était limitée, car ils n'étaient pas considérés comme des acteurs à part entière mais plutôt comme des subordonnés, des bénéficiaires indirects et ils étaient dès lors invisibles.

De tels sentiments ont radicalement changé, et les projets financés par le FIDA sont de plus en plus nombreux à prendre des dispositions spécifiques en faveur du développement de la jeunesse.

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.

La méthode GALS a été mise au point dans le cadre du programme Autonomisation de l’intégration des femmes et réseautage pour la justice de genre dans le développement économique (Women’s Empowerment Mainstreaming and Networking [WEMAN]) conduit par Oxfam Novib depuis 2008 avec des partenaires locaux et Linda Mayoux. L’application de cette méthode au développement des filières a été lancée à titre pilote par Oxfam Novib et ses partenaires en Ouganda grâce à un petit don du FIDA (2009-2011). La méthode a ensuite été déployée par Oxfam Novib avec des partenaires locaux au Nigéria, en Ouganda et au Rwanda avec l’appui d’un don plus important du FIDA (2011-2014) ainsi que dans d’autres pays grâce aux cofinancements d’autres donateurs. 

Les Brochures Note pratique fournissent des outils pour concevoir et exécuter des projets sur la base des meilleures pratiques observées sur le terrain. Elles aideront les équipes à mettre en œuvre les recommandations spécifiques contenues dans les politiques opérationnelles du FIDA, les exigences standard pour les projets et les outils de financement. 

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.

L’objectif final de ce Guide de l’utilisateur et du Tableur Excel qui l’accompagne est de faire du MPAT un outil réellement libre et accessible à tous, afin que toute institution ou agence, quelle que soit son échelle, puisse mettre en œuvre son propre MPAT sans appui externe. Depuis la publication en 2009 de la version “bêta», nous nous sommes employés à mettre à jour et à améliorer la méthodologie du MPAT en intégrant les commentaires et les leçons apprises par d’autres utilisateurs en y incorporant les résultats de nos propres tests itératifs au Bangladesh et au Mozambique. Au cours des pages suivantes, nous expliquerons qu’est-ce MPAT, comment il fonctionne et de quelle façon il est utilisé en fournissant étape par étape des instructions, des documents et d’autres sources de formation.

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. 

Le risque fait partie intégrante de toute activité agricole. Les agriculteurs sont confrontés à un vaste éventail de risques liés au marché et à la production qui se répercutent sur leurs revenus, les rendant instables et imprévisibles d’une année sur l’autre. 

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.