Organisation for Economic Co-operation and
Development
Local Economic and Employment Development
Programme
OECD LEED Trento Centre for Local Development
Capacity Building Seminar on Social Economy and Social Innovation
14- 20 November 2004
CASE STUDY SURVEY FOR POLICYMAKERS
Please fill in this form and send it to Paola.Babos@oecd.org by 25 September 2004.
Thank you.
A. GENERAL INFORMATION
1. Country:
2. Name of Ministry, Institution, Government Agency:
Contact Person(s):
Position:
Address:
City/region:
Tel:
Fax:
Level of proficiency in English :
Email :
□ excellent □ good □ fair
3. Competencies covered by your Ministry, Institution, Government Agency:
4. Which of these organisations do you work with:
□ Non-profit organisations
□ Co-operatives (pls specify: labour, agricultural, social, housing…)
□ Microcredit institutions
□ Associations
□ NGO Resource Centres
□ Social Enterprises
□ Foundations
□ Others (Specify)
5. When was your Ministry, Institution, Government Agency created:
6. Please describe the main mission, objectives and activities of your Ministry, Institution,
Government Agency:
7. Territorial framework covered by your Ministry, Institution, Government Agency:
a) Define territorial level of focus (local, regional, national, international, intra-regional etc.)
b) Specify geographic area(s) of intervention (name of city or region)
8. Other ministries/departments/government offices involved:
Name and location:
Define nature of partnership:
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B. CASE STUDY PRESENTATION
1. Programme/Project name:
2. What share of overall activity does this programme/project represent in fulfilling your
institutional mission?
3. Location (country, region, city) and territorial scope of the programme/project.
4. Is the programme/project funded by a specific donor?
5. Description of principal objectives and activities:
6. Name of the person(s) in charge of the project:
7. What other counterparts and/or partners are involved?
8. What government levels are involved (national, sub-national)? How?
C. ORIGINAL DIAGNOSIS, OBJECTIVES AND METHODS
1. Description of the project initiative
a) What kind of problems/shortcomings led to launching the programme/project?
b) How did the idea of this experience emerge?
c) What government department and/or institution launched this experience?
2. Description of the objectives in qualitative and/or quantitative terms
a) Do you have specific objectives in qualitative terms?
b) Do you have specific objectives in quantitative terms? (example: number of actions to be
taken, expected number of beneficiaries, target groups).
3. General approach
a) What was your strategy to achieve the objectives?
b)
Did you have different stages in your general strategy and what were the practical steps taken
to implement your strategy?
c) What kind of difficulties did you encounter when implementing your strategy? Try to be
specific (administrative, economic, financial problems, mentalities…).
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4. Results
a) Did you achieve your results as planned? Do they have a social dimension?
b) When did you achieve your results? At the beginning, during implementation, or afterwards?
.
D. FINANCING
1. How did you finance your programme/project? (self-financed, public/private/international
financing).
2. How did you identify your financing sources?
3. What were the advantages and the constraints in the financing process?
E. SOCIAL INNOVATION: DOES YOUR PROJECT RESPOND TO THE FOLLOWING
CRITERIA?
1. Does your programme/project respond to a new social need and how (services, job creation,
products, technologies)?
2. Did the programme/project lead to new forms of labour organisation and working methods
(e.g. the share and distribution of tasks, functioning of the operational team) inside your
project?
3. Did the programme/project establish new forms of collaboration/partnerships between the
private, public, non profit sectors or innovative forms of community participation?
4. Do you utilise local resources? In what way?
5. Does the programme/project envisage new forms of financing?
6. What are the social impacts of your work on: social cohesion at the local level, social
economy and social innovation development, local development?
7. How does the programme/project relate to the government’s long term strategy? According
to you can it be replicated or transferred to another area?
8. Can you think of other socially innovation initiatives in your region?
F. FUTURE DEVELOPMENT OF YOUR PROJECT
1. Exchanging lessons learned
a) How would you assess your experience? (in terms of your successes and of existing
difficulties).
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b) What advice would you give to someone launching a similar project?
c) If you were to start again, what would you do differently?
d) What would be the most efficient way to make it known?
2. Future developments
a) What are your needs today and in what areas (except financing)? And tomorrow?
b) Are you interested in engaging in new partnerships/initiatives (regional, national, international)
and having new partners?
c) Are you interested in being part of a partnership/ network? Why? What would you expect from
this seminar? Please try to be specific.
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