Session: Impact and Outreach Topic: Evaluation Findings and Recommendations S.V.Divvaakar Managing Director Ace Global Private Limited Commissioned by CUTS in July 2008 Methods: Desk Reviews Field missions: 4 countries- Vietnam, Bangladesh, Uganda and Zambia, besides India: Nov- Dec 2008 Questionnaire survey of partner organizations and stakeholders Submission/acceptance of report: Feb 2009 Donors’ supplementary evaluation: Mar- May 2009 Research materials Outreach and Advocacy tools/materials Meetings and Conferences • Country background studies, sector case studies • Synthesis Reports: 2 volumes • 18 Briefing/Analytical papers • Local campaign kits • Advocacy document • Dissemination: over 22000 people globally • National Workshops (Annual) • Regional workshops (capacity development…) • Global/ regional conferences (700 attendees) Unprecedented scale and geographic coverage of national experiences on T D P All activities completed, no cost and marginal time overruns Three design amendments: National dialogues replaced by multiple local outreach workshops Regional capacity building workshops replaced by pre-Accra events. Producer Consumer dialogues in EU replaced by AfT workshops Qualitative backstopping /guidance suffered: High profile 14-member Advisory Committee did not convene Lack of continuity in project management at HQ, staff changes Inadequate partner feedback and donor engagement Role of regional resource centres not well established in some locations Results 1. Cross fertilisation of experiences Very useful materials produced, first of its kind approach Valuable insights for policy formulation However, lack of sustained engagement with policy makers except at events Dissemination: enormous aggregate, but limited in individual countries Useful policy lessons from experiences with similar sectors were not synthesized Partners’ lateral interactions were limited and not spontaneous Results 2. Policy support, know how and do how on trade and development issues Not duly addressed in activities targeted at national level Disseminating research materials alone cannot lead to policy actions Focus remained only on Trade ministry, and other major government stakeholders were not engaged Issues identified in case studies were not taken up locally through/ with sector bodies No customization of trade issues at local outreach meetings : disconnect between project and local advocacy needs Results 3. Facilitating synergies (G-CS, N-S) to strengthen collective perspectives Significant exposure of perspectives at international high profile events: Hong Kong, Geneva Events organized by LRC in Europe attended by all relevant policy actors and development agencies In-country activities: restricted to the annual National workshop. Participation of major stakeholders ended after the format shifted to local meetings. Key donors not aware of the project activities in countries Opportunities of national workshops not used well. Results 4. Advocating development oriented trade policies Principal result : International Advocacy Document with seven key messages. Very useful messages, but need to be contextualized in each setting. Many actions not under the purview of trade ministry. Other agencies: agriculture, industries, etc. need to be involved. Direction of project’s advocacy has been international, instead of national. Benefits to target groups Programme partners: Several partners got new exposure to trade related issues through the project. CUTS international visibility and reach have increased , regional resource centres have become locally influential. New spin-off projects on similar themes in some countries Partners can access the entire CUTS network, and research and advocacy materials, and can learn from experiences of others. Some countries used the research materials in consultations (EPA) Capacity development on trade measures (e.g. import safeguards) could not be done Benefits to target groups Key Influencers: Useful compendium of materials for policy makers and development agencies, and useful lessons: Unfettered liberalisation may cause more harm than good to weaker stakeholders. Trade does not automatically lead to poverty reduction, but needs targeted resource allocations, and labour-technology-capital choices/trade offs Trade liberalization brings additional risks due to external factors and needs concomitant attention to: macro economic stability, currency management, fiscal and monetary policy, market development assistance, trade facilitation, standards, etc. Besides trade, other key stakeholders: finance, HRD, line ministries need to be on board ad fully engaged. So far, focus has been only on trade ministries. Practitioners/final beneficiaries: Opportunities existed but could not be developed due to design and funding constraints Limitations and Shortcomings Absence of Country level Results Matrix for Impacts Thin spread of activities over extremely long duration: context and continuity issues emerged in latter years Limited engagement with sector/industry bodies and national policy actors Staff turnover and project management/backstopping Pro-poor dimension: Using available policy spaces to nurture and guide the composition of trade such that it has a positive effect on the lives of the weaker and vulnerable sections. Trade –fordevelopment planning Trade creation/ expansion Pro-poor resource allocations Evidence needs to be sought not in the aggregate trade performance, but in the performance of sectors involving the poorest sections: e.g.: agriculture, labour-intensive low-tech manufacturing Trade facilitation Trade capacity development Incubation • New opportunities Expansion Retention • • • • • • • • Mitigation • Risk assessment • Diversification, redeployment Dispersion Consumption • Sector development strategy Output volume Value: nominal and real terms Employment/livelihood creation Inclusion of weaker, poorer sections Disposable incomes Access to basic services Competitiveness , skills development Institutions, enabling framework Impact Evidence of pro-poor trade policies in National Development Strategies: Increasing CSO involvement in PRSPs formulation and monitoring; donor support, resource allocation for trade Domestic safeguards and mitigating measures: isolated evidence- India (edible oils), Zambia (maize export ban), but not linked to the project Enhancement of productive capacities in labour-intensive export-competitive sectors: Bangladesh and Vietnam Harnessing of preferential market access opportunities: Trade capacity development support: adequate sensitization on AfT Impact areas not influenced directly Increased private sector investment in trade Increase in trade in labour-intensive products Employment , livelihoods creation through inclusion in trade related activities However, these are not part of the project design. Therefore, impacts not measurable or attributable to TDP. Political Support • Positive for TDP type interventions • Donors – follow on projects • CSO credibility and limits of advocacy Institutional Factors • Broad basing of influence: other line ministries need to be engaged effectively • Sector regulatory development bodies CSO Capacities • Trade is a new area, needs specialization • Attracting and retaining talent a problem in southern CSOs • Management bandwidth • Predictable funding External Factors • Global economic trends • Macro economic stability and external risk mitigation Recommendations Flexible, shorter duration modules National/ local level Results accountability Partner selection: combine domain knowledge with advocacy outreach, some partners can be common for many countries Engagement with sector bodies and other government stakeholders Budgets should be based on size and geographic coverage Confirms implementation weaknesses, while recognizing CUTS as a capable and effective organization. Pluses: Long term partnerships in south Asia, and new relationships in Africa Large volume of research outputs and advocacy aids Minuses: Advocacy influencing strategy was not clear; successes were not directly because of project activities Project management suffered in the complex project; outcome focus was lost in later years More focus needed on developing skills/capacities of partners Organization’s rapid growth led to some of these challenges: more management resources needed