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Practical Experiences of Targeting




                             Clare Bishop-Sambrook
                                   Bishop-
                             March 2009, IFAD, Rome




Targeting: An integral part of IFAD’s identity

•   Clear poverty focus

•   Always looks at how to engage
    with poor to address poverty,
    particularly important with policy
    shift to wealth creation




                                         •   Practical projects on ground,
                                             not over-emphasise systems
                                             and agencies at centre
                                         •   Helps to keep other donors
                                             thinking about the poor




                                                                             1
Targeting makes a difference:
Irrigation and Rural Livelihoods Project, Malawi
IRLADP design before targeting         Design after IFAD targeting
• Focused on larger irrigation         • Widened range of irrigation
   schemes (including pumping)           schemes (small, mini, lower cost)
• Roof water harvesting on private     • RWH on public buildings; runoff
   roofs                                 harvesting for livestock ponds,
                                         backyard gardens
                                       • Introduced grant ceilings
• Lack of clarity regarding use of
  farmers’ fund                        • Farmer group formation and
                                         capacity building
                                       • Gender and HIV/AIDS
• Minimal attention to gender and
                                         mainstreamed
  HIV/AIDS




  Overview of targeting approach
                   Poverty and livelihoods analysis with
                           gender perspective


                           Targeting strategy

                     Target group and priority needs


     Geographic/        Empowering        Self         Direct   Enabling
     commodity


                     Procedural              M&E


                       M&E; implementation support




                                                                             2
Stage 1: Poverty and livelihoods analysis:
Rural Livelihoods and Econ Enhancement Prog, Malawi

  Secondary data
  • Rural poverty and food security
  • Position of women and FHHs
  • HIV/AIDS epidemic
  • Policy responses


                              Primary data
                              • Wealth ranking and inter-relationships
                                 of smallholders
                              • Wealth ranking and inter-relationships
                                 of other actors in value chain
                              • Gender analysis




 Groundnut value chain: actors

      Farm                                                Off-farm
                                                      Transporters
                                                      Traders
  Growers                                             Middlemen
                              Well-off
  Seed producers                                      Local processors
                                                      (mechanised)
                                5%

                                                       Transporters
  Growers
                            Middle wealth              Traders
  Some seed producers
                                                       Vendors
                               30%                     Primary assemblers

                                                       Primary assemblers
  Growers                      Poor                    Local processors
  Labourers
                                                       (hand)/retailers
  Rent out land
                               50%

  Labourers                                            Labourers - shelling
                             Very poor
  Rent out land                15%




                                                                              3
Irish potato VC: Resource flows

                                      Rich farmers


                                                                          seed
                                              potatoes
                                                                        potatoes
                           potatoes


                                                                             Well-off farmers
        Very poor
                                                         potatoes



                                                               potatoes            seed
                                                                                 potatoes


                                        seed
              Poor farmers                                   Middle wealth farmers
                                      potatoes




Value chain: HIV prevalence rates


              Mzuzu




                               Lilongwe
  Chipata
                                                 Nampula,
                                                   Beira,
                                                 Quelimane
               Ntcheu


                    Blantyre




                                                                                                4
VC development risks
Equity issues      • benefits captured by elite
                   • no trickle down to poorer value chain actors
                   • some categories of actors lose their position in VC

Gender issues
                   • women's workloads increase but they have no share in
                     additional income
                   • women disempowered if their traditional enterprises
                     become more profitable and men take over benefits

                   • increase risk of HIV infection by strengthening market
HIV/AIDS issues
                     linkages, encouraging greater mobility and generating
                     increased incomes
                   • livelihood vulnerability differs between chain actors




Stage 2: Targeting strategy
                         Commodity/geographical targeting



Enabling                                                        Self targeting
                           Empowering
• VC mapping and                                                •   Small grant facility
                           •   Participation + representation
   analysis                                                         of Agricultural
                               in VC process and bodies
   methodology                                                      Commercialisation
                           •   Community sensitisation and
• VC stakeholder                                                    Fund
                               mobilisation
   workshops
                                                                •   Stabilising rural
                           •   Communication strategy
• Capacity building of                                              livelihoods
   service providers
                           •   Formation/strengthening
• Poverty + gender             farmer groups + other small
   mainstreaming               enterprises
                           •   Capacity building for VC
                               actors in basic business
                               skills + entrepreneurship




                                                                                           5
Strategy (continued)

 Procedural                          M&E
 • TOR – PSU staff                   • Poverty and gender targets
 • Selection criteria for            • Benefit monitoring, impact
    implementation partners,           assessment
    service providers                • MTR




Stage 3: Implementation support:
District Livelihoods Support Prog, Uganda

                                                      Broad outreach
 Targeted outreach



                                       Well             Participatory
Agri-business and enterprise           -off              planning
development
                                                        Infrastructure
FAL II business management         Economically
                                                        development
                                    active poor
                                                      Land management
                                                         FAL classes
Agriculture productivity
                                 Transitory poor
Food security

                                     Poorer
Household mentoring                  Poorest




Concerns: lack of synergy, emerging gap, inaccurate targeting




                                                                         6
Household mentoring: The ‘wow’ factor

• Individual HH visits by ext officer
• Plan and set vision with adult HH
  members
• Prepare HH action plan
• Share benefits together

• Indirectly address gender issues
• Basis for VCT, HIV/AIDS planning

    ‘The household approach, together with the entrepreneurship
    training, has made a huge change in our lives. We already had
    the technical skills for growing crops but we needed the
    household approach to make them work.’ Zambia ASP farmer




HH mentoring: Getting targeting right




                                                                    7
Summary

Targeting tools                    Targeting activities
• Wealth ranking and pyramid       • Sensitising implementers about
                                     importance of targeting
• Component analysis
                                   • Setting targets
• Strategy and matrix
                                   • VC mapping with poverty and
• PCU prepares guidelines
                                     gender perspectives
                                   • Empowering poor and vulnerable to
                                     enter mainstream
                                   • Ring-fencing funds/activities to
                                     target poor and vulnerable
                                   • HH mentoring




       On field visits with IFAD, one always sees the beneficiaries




                                                                         8

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Practical experiences in targeting for project design and implementation

  • 1. Practical Experiences of Targeting Clare Bishop-Sambrook Bishop- March 2009, IFAD, Rome Targeting: An integral part of IFAD’s identity • Clear poverty focus • Always looks at how to engage with poor to address poverty, particularly important with policy shift to wealth creation • Practical projects on ground, not over-emphasise systems and agencies at centre • Helps to keep other donors thinking about the poor 1
  • 2. Targeting makes a difference: Irrigation and Rural Livelihoods Project, Malawi IRLADP design before targeting Design after IFAD targeting • Focused on larger irrigation • Widened range of irrigation schemes (including pumping) schemes (small, mini, lower cost) • Roof water harvesting on private • RWH on public buildings; runoff roofs harvesting for livestock ponds, backyard gardens • Introduced grant ceilings • Lack of clarity regarding use of farmers’ fund • Farmer group formation and capacity building • Gender and HIV/AIDS • Minimal attention to gender and mainstreamed HIV/AIDS Overview of targeting approach Poverty and livelihoods analysis with gender perspective Targeting strategy Target group and priority needs Geographic/ Empowering Self Direct Enabling commodity Procedural M&E M&E; implementation support 2
  • 3. Stage 1: Poverty and livelihoods analysis: Rural Livelihoods and Econ Enhancement Prog, Malawi Secondary data • Rural poverty and food security • Position of women and FHHs • HIV/AIDS epidemic • Policy responses Primary data • Wealth ranking and inter-relationships of smallholders • Wealth ranking and inter-relationships of other actors in value chain • Gender analysis Groundnut value chain: actors Farm Off-farm Transporters Traders Growers Middlemen Well-off Seed producers Local processors (mechanised) 5% Transporters Growers Middle wealth Traders Some seed producers Vendors 30% Primary assemblers Primary assemblers Growers Poor Local processors Labourers (hand)/retailers Rent out land 50% Labourers Labourers - shelling Very poor Rent out land 15% 3
  • 4. Irish potato VC: Resource flows Rich farmers seed potatoes potatoes potatoes Well-off farmers Very poor potatoes potatoes seed potatoes seed Poor farmers Middle wealth farmers potatoes Value chain: HIV prevalence rates Mzuzu Lilongwe Chipata Nampula, Beira, Quelimane Ntcheu Blantyre 4
  • 5. VC development risks Equity issues • benefits captured by elite • no trickle down to poorer value chain actors • some categories of actors lose their position in VC Gender issues • women's workloads increase but they have no share in additional income • women disempowered if their traditional enterprises become more profitable and men take over benefits • increase risk of HIV infection by strengthening market HIV/AIDS issues linkages, encouraging greater mobility and generating increased incomes • livelihood vulnerability differs between chain actors Stage 2: Targeting strategy Commodity/geographical targeting Enabling Self targeting Empowering • VC mapping and • Small grant facility • Participation + representation analysis of Agricultural in VC process and bodies methodology Commercialisation • Community sensitisation and • VC stakeholder Fund mobilisation workshops • Stabilising rural • Communication strategy • Capacity building of livelihoods service providers • Formation/strengthening • Poverty + gender farmer groups + other small mainstreaming enterprises • Capacity building for VC actors in basic business skills + entrepreneurship 5
  • 6. Strategy (continued) Procedural M&E • TOR – PSU staff • Poverty and gender targets • Selection criteria for • Benefit monitoring, impact implementation partners, assessment service providers • MTR Stage 3: Implementation support: District Livelihoods Support Prog, Uganda Broad outreach Targeted outreach Well Participatory Agri-business and enterprise -off planning development Infrastructure FAL II business management Economically development active poor Land management FAL classes Agriculture productivity Transitory poor Food security Poorer Household mentoring Poorest Concerns: lack of synergy, emerging gap, inaccurate targeting 6
  • 7. Household mentoring: The ‘wow’ factor • Individual HH visits by ext officer • Plan and set vision with adult HH members • Prepare HH action plan • Share benefits together • Indirectly address gender issues • Basis for VCT, HIV/AIDS planning ‘The household approach, together with the entrepreneurship training, has made a huge change in our lives. We already had the technical skills for growing crops but we needed the household approach to make them work.’ Zambia ASP farmer HH mentoring: Getting targeting right 7
  • 8. Summary Targeting tools Targeting activities • Wealth ranking and pyramid • Sensitising implementers about importance of targeting • Component analysis • Setting targets • Strategy and matrix • VC mapping with poverty and • PCU prepares guidelines gender perspectives • Empowering poor and vulnerable to enter mainstream • Ring-fencing funds/activities to target poor and vulnerable • HH mentoring On field visits with IFAD, one always sees the beneficiaries 8