1、ASIA PACIFIC WORKSHOP ON TOURISM DEVELOPMENT & POVERTY REDUCTION SYDNEY, AUSTRALIA 27 SEPT 1 OCT 2010Dr. Trevor SofieldProfessor of Tourism, University of Tasmania Consultant for the ITC,PLANNING AN INTERVENTION,STEP 9: Project Planning,Export-led Poverty Reduction Programme: (Name of project) PROJE
2、CT DOCUMENT Country: (Country) Project Title/No: (Name) Duration: (Number of months) Location: (Destination within country) Counterpart organisations: (List) Partners: (List) Executing agency: International Trade Centre (ITC) Budget estimate: US$ (Number) Contribution of counterparts: (List),The Opp
3、ortunity Guidelines incorporating eight steps in Value Chain Analysis have provided you with proposed prioritised interventions that now need to be packaged as bankable projects that can be assessed by potential financiers. The ITC develops project proposals using a template including the following
4、sections:,STEP 9: Project Planning,Title page,Export-led Poverty Reduction Programme: (Name of project) PROJECT DOCUMENT Country: (Country) Project Title/No: (Name) Duration: (Number of months) Location: (Destination within country) Counterpart organisations: (List) Partners: (List) Executing agency
5、: International Trade Centre (ITC) Budget estimate: US$ (Number) Contribution of counterparts: (List),Title page,ITC TEMPLATE FOR PROJECT PROPOSAL,CONTENTS This document should justify the research through presentation of current shape of the value chain and the critical issues relating to the produ
6、ction node and target group. It should clearly delineate activities to be undertaken in upgrading the value chain, actors and risks.INTRODUCTION Brief outline of the organisation and management of the assignment.INCEPTION PHASE OUTLINE validating upgrading strategies,ITC TEMPLATE FOR PROJECT PROPOSA
7、L,Research intervention logicBrief description of the overall objective of the intervention. Why is this research intervention an appropriate use of scarce funding to ad-dress the problems faced by the target group through upgrading their position in the value chain? Base this on a matrix which seek
8、s details of a number of key factors:1. Critical issues 2. Upgrading strategy Action Points 4. Activities Outputs 6. Expected outcomes 7. Risks/assumptions,ITC TEMPLATE FOR PROJECT PROPOSAL,(Source: Ashley, C., Mitchell, J & Spenceley, A (2009). Tourism-led poverty reduction programme: Opportunity s
9、tudy guidelines, p.51. London and Geneva: ODI & ITC),Source: Ashley, C., Mitchell, J & Spenceley, A (2009). Tourism-led poverty reduction programme: Opportunity study guidelines, p.54. London and Geneva: ODI & ITC),Example General Objective: Increase the economic benefits to poor rural women in Trip
10、ura, India from the incense (agrabati) value chain within the context of a sustainable resource base. Target Group: Poor rural women in lower Tripura earning less than USD$1 per day,This table is designed to be as intuitive as possible and to provide a link between critical problems, upgrading strat
11、egies and the actual intervention activities. Points to note are: The two columns under upgrading strategies allow researchers to both identify the broad category of upgrading strategy (i.e. functional / process / product upgrading) as well as offering a clearer description of the specific objective
12、 (i.e. organise sustainable production of jigat). Action points is the term for identifying the pressure points or entry point for the intervention where change in the value chain can be stimulated.,ITC TEMPLATE FOR PROJECT PROPOSAL,Source: Ashley, C., Mitchell, J & Spenceley, A (2009). Tourism-led
13、poverty reduction programme: Opportunity study guidelines, p.52. London and Geneva: ODI & ITC), Outputs are the direct result of the activities selected, the outcome is what the output is trying to achieve. Indicators can be generated to monitor outputs, outcomes and broad impacts (such as poverty r
14、eduction and environmental sustainability that are measured at the level of the general objective). Risks and assumptions are important because they highlight the potential pitfalls hiding between the columns on activities, outputs and outcomes.,ITC TEMPLATE FOR PROJECT PROPOSAL,Source: Ashley, C.,
15、Mitchell, J & Spenceley, A (2009). Tourism-led poverty reduction programme: Opportunity study guidelines, p.52. London and Geneva: ODI & ITC),B. Diagnostic study process research methods Outline the research methods used during the diagnostic study process and how this data was analysed,ITC TEMPLATE
16、 FOR PROJECT PROPOSAL,Source: Ashley, C., Mitchell, J & Spenceley, A (2009). Tourism-led poverty reduction programme: Opportunity study guidelines, p.52. London and Geneva: ODI & ITC),C. Results of Value Chain Analysis Description and presentation of the value chain before implementing upgrading str
17、ategies and activities. This should be provided within the VCA, diagram and description. Details should include the indicators that will track changes to the value chain that we are seeking to change during the research process.,ITC TEMPLATE FOR PROJECT PROPOSAL,Source: Ashley, C., Mitchell, J & Spe
18、nceley, A (2009). Tourism-led poverty reduction programme: Opportunity study guidelines, p.52. London and Geneva: ODI & ITC),D. Monitoring and evaluation indicatorsThis section should outline the baseline variables to be monitored throughout the research process. The ITC has provided the TPRP Impact
19、 Measurement Tool which operates on Excel and SAS Graph applications and can be downloaded from the ITC website.,ITC TEMPLATE FOR PROJECT PROPOSAL,Source: Ashley, C., Mitchell, J & Spenceley, A (2009). Tourism-led poverty reduction programme: Opportunity study guidelines, p.52. London and Geneva: OD
20、I & ITC),E. Description of stakeholder consultation As important as workshops are the detailed bilateral and focus group discussions that researchers will hold with key actors during the diagnostic study process. Workshops are not a particularly effective format for generating information from sever
21、al important categories of actors (i.e. senior management of large private sector organisations or the poor), so a range of consultation approaches (e.g. one-on-one interviews) need to be adopted during the data collection phase.,ITC TEMPLATE FOR PROJECT PROPOSAL,Source: Ashley, C., Mitchell, J & Sp
22、enceley, A (2009). Tourism-led poverty reduction programme: Opportunity study guidelines, p.52. London and Geneva: ODI & ITC),F. Action points and actorsJustify why a specific intervention is proposed as the most effective entry point to encourage progressive change to a specific part of the value c
23、hain. Why does the proposal advocate working jointly with the particular stakeholders chosen?,ITC TEMPLATE FOR PROJECT PROPOSAL,Source: Ashley, C., Mitchell, J & Spenceley, A (2009). Tourism-led poverty reduction programme: Opportunity study guidelines, p.52. London and Geneva: ODI & ITC),G. Validat
24、ed and revised upgrading strategiesHaving undertaken the data collection and analysis and consultation during the data collection phase, how have the chosen upgrading strategies developed from the initial ideas in the long list of study interventions? This is where you use the short list process to
25、justify the selection of prioritized interventions.This is really the key objective of the validation report.,ITC TEMPLATE FOR PROJECT PROPOSAL,Source: Ashley, C., Mitchell, J & Spenceley, A (2009). Tourism-led poverty reduction programme: Opportunity study guidelines, p.53. London and Geneva: ODI &
26、 ITC),H. Detailed work plan of project activitiesWork plan including a detailed schedule of activities, events (i.e. workshops), reports and other outputs.,I. Revised budget Summarised in the text with detailed tables in the standard format (see below).,ITC TEMPLATE FOR PROJECT PROPOSAL,Source: Ashl
27、ey, C., Mitchell, J & Spenceley, A (2009). Tourism-led poverty reduction programme: Opportunity study guidelines, p.53. London and Geneva: ODI & ITC),J. LogframeCompleting a logframe matrix for the proposed project, filling in the problem(s) and overall development objective(s) working down to the p
28、roject objective, the planned results of the project, the activities needed to obtain these results and finally the inputs required to be able to perform these actions.We will look at guidance on completing a logframe, and developing objectives, indicators, means of measure-ment, and assumptions, sh
29、ortly.,The Logical Framework Approach (LFA) is a planning and reviewing method which helps determine required inputs and activities in order to reach a desired goal. At the same time, it provides an overview of the project that can be used for evaluating and identifying problems.,ITC TEMPLATE FOR PR
30、OJECT PROPOSAL,Source: Ashley, C., Mitchell, J & Spenceley, A (2009). Tourism-led poverty reduction programme: Opportunity study guidelines, p.56. London and Geneva: ODI & ITC),FORMAT FOR BUDGET,Source: Ashley, C., Mitchell, J & Spenceley, A (2009). Tourism-led poverty reduction programme: Opportuni
31、ty study guidelines, p.56. London and Geneva: ODI & ITC),FORMAT FOR BUDGET,EXAMPLE OF A LOG FRAME ANALYSIS FOR AN ITC PROJECT IN EL SALVADOR,EXAMPLE OF A LOG FRAME ANALYSIS FOR AN ITC PROJECT IN EL SALVADOR,EXERCISEUsing these templates, and drawing on the eight steps you have completed, we will bre
32、ak out into our Work Groups and your task is to prepare the documentation for planning an intervention and drawing up a budget. Obviously you cannot research a lot of the finer points nor obtain quotes of actual costs: But it is understanding the PROCESS that is important so use best guess-timates!,
