WORKSHOP HIGHLIGHTS WORKING WITH PROJECT KNOWLEDGE 7-8 FEBRUARY 2006, BANGKOK With Rapporteuring inputs from Monica Dominguez ENRAP July 2006 TABLE OF CONTENTS I INTRODUCTION ...........................................................................................................................2 BACKGROUND ........................................................................................................................................2 OBJECTIVES ...........................................................................................................................................2 II SUMMARY OF SESSIONS ........................................................................................................2 III DAY 1: FEBRUARY 7 .................................................................................................................2 RATIONALE FOR WORKSHOP ................................................................................................................2 UNDERSTANDING NEEDS ......................................................................................................................3 What makes for Successful Knowledge Management? .............................................................3 What are Information and Knowledge? .......................................................................................4 What needs to change to improve project knowledge management? ....................................4 Discussion .........................................................................................................................................6 UNDERSTANDING TOOLS AND TECHNIQUES ........................................................................................7 Project Stories on Sharing Knowledge .........................................................................................8 What will trigger knowledge sharing? ..........................................................................................9 FEEDBACK ............................................................................................................................................10 IV DAY 2: FEBRUARY 8 ...............................................................................................................10 PLANNING FOR KNOWLEDGE SHARING .............................................................................................10 Key actionable ideas......................................................................................................................10 Action Planning ..............................................................................................................................11 Group 1: Common Plan ............................................................................................ 11 Group 1: Individual Plans ......................................................................................... 12 Group 2: Common Plan ............................................................................................ 14 Discussion .......................................................................................................................................15 FEEDBACK AND CLOSING ....................................................................................................................15 V WORKSHOP REFLECTIONS ..................................................................................................15 VI ANNEXURES...............................................................................................................................16 ANNEXURE 1: LIST OF PARTICIPANTS ...............................................................................................16 ANNEXURE 2: AGENDA .......................................................................................................................18 ANNEXURE 3: WORKSHOP GUIDELINES ...........................................................................................20 ANNEXURE 4: INFORMATION REFERENCE SHEET EXERCISE............................................................21 ANNEXURE 5: STORIES FROM THE FIELD ...........................................................................................23 ANNEXURE 6: FEEDBACK, 7 FEBRUARY 2006..................................................................................28 ANNEXURE 7: DISCUSSION REPORTS ...............................................................................................29 Report 1: Systematization of Documentation ...........................................................................29 Report 2: Using Internet for collecting, sharing and applying information & knowledge ..............29 Report 3: Engaging People & Convincing the Boss ..................................................................30 Report 4: Sharing Knowledge among communities .................................................................31 Report 5: Sharpening Indicators to Monitor & Evaluate Impact: Community Perspective .............32 Report 6: Support needed for better management of M&E knowledge .........................................32 Report 7: Retrieving and Packaging Project Knowledge for Policy Making ....................................33 Report 8: Plan for Improved Capturing, Sharing and Applying Knowledge ....................................33 Report 9: Evaluating Project Results using the Video Documentation .................................34 ANNEXURE 8: FEEDBACK, 8 FEB 2006 .............................................................................................36 ANNEXURE 9: AFTER ACTION REVIEW ..............................................................................................37 Working for Project Knowledge, 7-8 February 2006, Bangkok 1 I INTRODUCTION Background Over several months in the years 2005 many of the IFAD projects have been discussing better ways of managing project lessons and experiences both to benefit themselves as well as to share with others. A natural network of mostly M&E officers and some Project Managers evolved and requested ENRAP an electronic list ([email protected]) to discuss issues and find answers in this area. Over two separate discussions, several problems were identified and possible solutions suggested. ENRAP hosted a Regional Workshop for IFAD projects to share experiences on capturing, sharing and applying knowledge. Titled “Working with Project Knowledge”, the workshop was held in Bangkok, Thailand on February 7th and 8th, 2006. It was intended to take previous discussions forward to a more collaborative and concrete plan to improve ability of IFAD projects to store, manage, retrieve and share the knowledge being generated within projects. It explored challenges that projects regularly face in how the information generating within the project becomes: (i) A part for experience sharing among the different areas of the project; (ii) Accessible to officers located in different project areas; and (iii) Available in a form that selecting appropriate time-bound information as input for policy initiatives is possible. Using this information, the workshop supported participating projects in drawing practical plans. See annexure 1 for participant list. Objectives The workshop brought together monitoring and evaluation specialists of IFAD projects across the ENRAP initiative to: 1. Increase understanding of capturing, sharing and applying project knowledge to support project objectives (Understanding needs) 2. Improve understanding of tools and techniques that can be used to support knowledge capturing, sharing and application (Understanding tools and mechanism) 3. Initiate plans to improve the ability of projects to capture, share and apply knowledge II SUMMARY OF SESSIONS III Day 1: February 7 As the facilitator for the workshop Allison Hewlitt of Bellanet began by welcoming all. Participants introduced themselves first to the whole group and then in an interactive manner spending more time individually with three participants. Participants also shared their expectations from the workshop RATIONALE FOR WORKSHOP Shalini Kala, Coordinator-ENRAP, provided the group with a short description of ENRAP, IDRC and IFAD. She recapped the support and capacity building activities that ENRAP provided over the last three years to improve knowledge networking among IFAD projects and stakeholders in the region. The support included writing skills training, digital video documentation training, websites, discussion lists, and emails. Further, she reviewed the issues highlighted during the e-discussion on the M&E list: How to deal with project knowledge How to use knowledge Working for Project Knowledge, 7-8 February 2006, Bangkok 2 How to apply knowledge How to make information available to IFAD, government, and ‘our own’ people How to transfer this knowledge into policy How can project work with all the constraints that exists (and ENRAP cannot help with) Participants were encouraged to find answers to the above questions throughout the workshop and to think how the solutions relate to their own project context. Shalini explained that the theme of the workshop – Capturing, Sharing, and Applying Knowledge – was also in tune with the efforts IFAD is making in Rome. She shared her experience of a workshop she attended a month before at IFAD in Rome on its own Knowledge Management. Review of Agenda Agenda was reviewed and suggestions invited from participants. See annexure 2 for detailed agenda. ‘Workshop Guidelines’, were also handed out which highlighted five key points for smooth collaboration during the two days. See annexure 3 for details. UNDERSTANDING NEEDS This session was intended to explore with participants their need for information. What is their understanding of capturing, sharing and applying project knowledge in support of project objectives? It began with an exercise to identify the key factors for successful information or knowledge management. Next participants defined the difference in Information and Knowledge and finally, identified good practices within their projects as well as areas, which needed attention in order to improve project knowledge management. What makes for Successful Knowledge Management? Participants were divided into four groups. The objectives of the exercise were: To illustrate the primary importance of people in any information management activity To illustrate the importance of tools and processes and how simple improvements in tools and processes can have great impact on Information Management effectiveness To stimulate discussion of how participants’ home organizations make use of (or could make better use of) the people, processes and tools available to them Each group received a large envelope of a set of data (slips of paper with the words “information” “people” and “tools” in eight different languages; and a set of tools (which could include instructions on what to do, dictionaries/word lists, a filing system, pencils, paper, labels) See annexure 4 for details. Each group was expected to work with materials they had received without communicating with each other. After about 10 minutes groups were allowed to communicate with each other in completing the exercise. Following the exercise, participants stated what they had learned. Responses included: In real life situations information comes in different ways. Different types of tools, personnel, expertise, etc. This was a good example of how to manage information The importance of people in managing information The importance of tools in managing information Working for Project Knowledge, 7-8 February 2006, Bangkok 3 What are Information and Knowledge? Next participants shared what they understood by the terms Information and knowledge. See below a summary of responses: Information Data Source of evidence Analysis of data, relationship of data Narration of events Decision making tool & planning Feedback mechanisms Lesson & good experiences drawn from activity External (something you get from others) External Knowledge Something that we can share Analysis of information Learning Processed info Wisdom Experience and unlearn What is learned (good of bad) for guiding Good model for implementing and managing a project Used or applied application Universal (lies within everyone) Knowledge can be codified or tacit (universal) Within our own heads In the right sequence, information contributes to knowledge In the discussion following the exercise the following comments and questions were raised: Can there be an individual and group knowledge? Can group knowledge extend beyond the individual’s knowledge? Individual efforts in similar areas come together as a group and move forward. Allison felt that it is important to make the differentiation between knowledge and information because tools needed to manage information are different from knowledge management tools. Knowledge sharing is easier. Knowledge management is abstract. When we think about knowledge we think about tools and processes. Information can be grabbed and codified. Knowledge is harder to understand. What needs to change to improve project knowledge management? To address this issue, Allison introduced the Information and Knowledge Café. The objective of the exercise is to assist participants in reflecting on their own project knowledge management. Participants were divided into four groups on four tables and asked to identify a host. Following, they discussed three questions one after another. Participants moved from one table to another after discussion on a question while the host remained at their tables informing new arrivals of the previous discussions. The questions were: Round 1: What is going on now in your project that makes you to feel optimistic about the way that knowledge is captured, shared and applied or the way that information is managed? Round 2: Think of someone within your project who is a model for managing information and sharing what he/she knows. What kinds of behaviors do they exhibit? What drives those behaviors? Round 3: Where do you see the greatest changes needed within your project to improve how knowledge is capture, shared and applied and information is managed? What do you see as your role in bringing about those changes? Hosts made brief presentations of the discussions on their table at the end of the full exercise. Host reports along with summary of table activity follow: Working for Project Knowledge, 7-8 February 2006, Bangkok 4 Host Reports Monica Dominguez Vertical organization creates information gap Knowledge sharing within the group is important to communicate to the wider organization We need to create a sharing environment Philippines created a sharing group at the grassroots level that encouraged the field workers to solve problems at their own level Participants expressed several opinions on this table while sharing project experiences. For instance ULIPH mentioned the reporting and monitoring sequence from project headquarters to district centers and then to NGO partners at the block level, closest to the field. Information is supplied from block level up in response to directions of the head quarters. Gaps exist in the information provided which is both needed and supplied by NGO partners, donors and other agencies. Project needs good documentation to support innovation, partnerships with other rural development agencies and to upscale project innovations beyond the project area. ULIPH is still only at the capturing stage and needs to develop plans for sharing and applying. Another project linked the project blueprint or log frame on the one hand to implementation as reflected in the annual work plan and on the other to the M&E system which helps tracking progress of implementation in support of project objectives. This is a dynamic multi-stakeholder and multi-level approach and needs capturing, sharing and application of knowledge at all levels. There was a suggestion to support development of management information system (MIS) for the project and train project staff to collect, analyse and manage information and provide it to appropriate agencies. Guangxi project referred to the use of pictures to track project progress, which they have been doing. ENRAP-China website which has increased awareness and understanding of information management is used to share such information. Monica Raina Capturing, sharing and applying can happen concurrently Flow of information needs to be bottom-up Tools to capture and analyze data (MIS) will help share; Database creation for project planning Eagerness to share problems and listen to suggestions of other people, the human factor Application of knowledge - results may be different from expectations Institutional model, taking pride in the organization and an enabling environment are all key to successful knowledge management For collection of M&E information villages are connected the province and provinces to the project office. Information flows both ways. There needs to be emphasis on information sharing to improve project operations; and capturing knowledge in a variety of ways such as films, case studies, systematization of project documentation, newsletter and presentations on project progress. In doing this, project can put in place systems and innovative ways of capturing, sharing and applying knowledge. One question that was raised was who should be responsible for documentation – communication division or the M&E staff? One view favored the role of M&E officer at the project head quarter. He has the necessary skills to store, manage, share and apply knowledge. His higher responsibility drives his behavior and information in documented in order by time and by activity. Working for Project Knowledge, 7-8 February 2006, Bangkok 5 Pankaj Kumar Everyone is focusing too much on implementation – no one thinks about sharing REAP shares information through video Problem with diversity of languages in the region Private partnerships NMCIREMP depicted their efforts at capturing and sharing their project experiences using various tools and technologies available. NMCIREMP planned for connectivity for all its partners right at the start of the project. As a result, now, its government partners at the field level connect to the project office either through satellite antennas, wireless or fast-speed dial-up connections. Field agencies collect experiences and upload them on NMCIREMP’s website. They also upload monitoring information on the software-based M&E program that the project designed. This gives the projects office very quick and regular access to project information through text, data, pictures, films and e-discussion forums. The information also moves from the project head quarters to the field agencies thus an efficiently working twoway information flow exists. Shalini Kala Change of behavior through ENRAP-China website; project staff have been sharing information on a regular basis through the website How can environment be changed in order to create a sharing culture? What is the best we can do during the hardest constraints? A good practice that was mentioned was the discussion by members on the ENRAP M&E list through not only did project in the region share their experiences but also informed IFAD head quarters of the support they need in concrete terms; information that was usable for IFAD to take action in supporting its projects. Shalini felt that Apoorva, the India Local Facilitator was effective at managing the knowledge in her domain. This seemed to be largely due to a conducive environment – tools, mechanisms and motivation – as well her personal capacity and individual qualities. Another example provided was of the German agency GTZ’s Information and Knowledge Management group, which helps set-up and link the system and also trains staff to improve knowledge management. Guangxi project reiterated that ENRAP-China website increased awareness and understanding of information and knowledge management. It has changed the mindset and behavior of the participating projects. NERCRMP highlighted their experience with Systematization, a process of documenting project experiences. It is participatory and involves community members, partner NGOs, government line department and project staff. The documentation can target different audiences including the project staff, NGO partners and community; policy makers; and other projects. NERCRMP involved government officials in their activities who have been key in promoting policy level changes. Project replication is now happening in non-project ares. Discussion Next, participants highlighted what they felt were important issues in capturing, sharing and applying project knowledge. Their responses, which have been categorized under, perceived benefits; project context; needs; and suggestions, follow: Perceived Benefits Knowledge Management will help project effectiveness Knowledge Management helps to monitor effects and impacts of the project Working for Project Knowledge, 7-8 February 2006, Bangkok 6 Context Knowledge capturing, sharing and applying is important for projects. There are both challenges and opportunities in this Capturing, Sharing and applying knowledge are not sequential processes – they may be concurrent, simultaneous and the interim outcomes may lead to going back and forth among these stages Need to share should be felt and met Needs Capacity Building is important in capturing, sharing and applying knowledge; people need skills to use tools to understand each other; it is important to ensure continuous learning for staff Information and knowledge needs are dynamic. Hence, systems or tools needed to capture and analyze data should be updated regularly Many resources are required to improve information sharing and capturing, and applying knowledge processes There is need to come up with more practical means to have a vigorous exchange of information and knowledge among village level stakeholders There is a need to bridge what are project requirements with what the community wants (data, information) for a greater impact on poverty reduction Improve knowledge about future plans of ENRAP activities New tools and techniques for sharing, capturing and applying knowledge Validation of information is important Knowledge Management should be the concern of all project staff Institutional management of information and knowledge requires common and agreed understanding of its intention, capable implementers, appropriate resources, and dynamic interaction Suggestions Create awareness and demonstrate how knowledge management can add value to those who participate in sharing and receiving Understanding information and knowledge needs will help share and apply knowledge better To be sustainable Knowledge Management should be a tool to achieve project objectives (not an end in itself) Each project has to find the most appropriate set of tools and processes for itself Collect knowledge at different levels and disseminate in appropriate form, for example, in local language for field workers and in English language for international donors. A communication strategy can guide collection and sharing. Ensure information is shared; it is easy to collect but difficult to share Use information for policy dialogue Use the data generated in a time bound way Personal interaction is the best way to exchange knowledge Information and knowledge of the project could be hosted on the website to help all stakeholders have access to it UNDERSTANDING TOOLS AND TECHNIQUES This session was conducted to encourage participants to share experience of using different tools and techniques in capturing, sharing and applying knowledge. Participants could share one story each on a predefined template, or by writing a paragraph, or by recording a video. Working for Project Knowledge, 7-8 February 2006, Bangkok 7 Participants paired up and shared their stories. Next, the pair joined another pair and heard each other’s story and chose one story to share with the whole group. In total the large group heard five stories. Project Stories on Sharing Knowledge Building an effective project M&E System, Mr. Yolando Arban, M&E officer, NMCIREMP, Philippines Building a truly participatory system of monitoring project activities, including all stakeholders – government agencies, participating NGOs and community members – at all levels, is a time consuming process. It also requires significant resources including investment in building capacity of those who would facilitate the process of collecting and analyzing information to monitor project activities. However, with this in place a dynamic it is possible to design and implement a dynamic M&E system. NMCIREMP has been working at building project capacity to be able to implement such a system, which can provide updated information while reducing the burden on facilitating staff. The system is fully digitized and information flow is facilitated with strong electronic connectivity promoted by the project. Field staff uploads monitoring information via the Internet from their locations saving time and making information available very quickly to the Project Management Office. Fishing on the mountains, Ms. Nguyen Trang, Operations Officer, IFAD Field Presence Officer in Vietnam The forest is destroyed and the soil is of poor quality. In this mountainous area people live in narrow valleys growing rice for their staple diet. Children are small because of lack of adequate nutrition. A fisheries project was initiated in the region. Community members wondered why such a thing was being tried out since. Now aquaculture is practiced in the rice fields full of water, so along with rice people also get fish. It is the practice is some parts of Northeast India. It is interesting that how knowledge can connect people and sharing knowledge can unleash it power. Rearing Fish, Dr. Vincent Darlong, Natural Resource Management & Extension Coordinator. NERCRMP, India The project has been trying to teach community members about their ecology and how to make the best use of their resources with modern scientific information at their hand. The dilemma is how can they make fish grow big? What would work best? Traditionally, the belief is that feeding cow dung gives very good results in cultivation. But if there is no cow dung what can be the alternative. Project staff informed the community that in the absence of dung leaves should be collected for manure. Te community is trying to figure out through science and field research what works best. Information sharing between the project and community is helping in improving people’s lives. Working in Local Language for best results, Mr. Chanh Phommachith, Northern Sayaboury Rural Development Project, Laos In Laos there are many poor ethnic communities and IFAD projects work with these. These communities have their own languages and do not communicate in the main language of the nation. While they do participate in project activities, they do not speak much. We encouraged ethnic staff to participate in working these communities and with translation we are able to know what they want to say. This has helped in planning project activities and analyzing impact. Solutions Exchange: Knowledge Management Partnership Program, Ms. Monica Raina, UNDP, India Working for Project Knowledge, 7-8 February 2006, Bangkok 8 India is a vast and powerful storehouse of talent and knowledge. Yet, development practitioners often face the dilemma of not knowing if a particular idea was tried before or whom to turn to when they reach a bottleneck. Tacit knowledge, which is gained through experience, is in danger of being forgotten or ignored. To harness this knowledge pool, at the beginning of 2005, the United Nations Country Team in India collectively offered support to set up a knowledge-sharing platform. This initiative, branded Solution Exchange (http://www.solutionexchange-un.net.in) seeks to provide a powerful and impartial platform for exchange of knowledge and ideas among development practitioners, without reinventing the wheel. Details in Annexure 5. Other stories shared 1. Darsana Samarakoon, REAP: Darsana showed a short film on paddy fields. The session focused on REAP staff members receiving training on video documentation. 2. Pankaj Kumar, ULIPH: His story focused on developing a methodology that included the ultra poor in order to collect government support. 3. Pushkin Phartiyal, CHEA, ULIPH partner NGO: The Natural Resource Management in North East Himalayas project used systematisation as a tool for selfevaluating documentation in a participatory manner thereby documenting many lessons and knowledge. 4. Amjad Ali Toor, BVDP: His story focuses on how his organization was proactive in seeking and sharing knowledge from an agriculture research institute on soil erosion and conservation. In the end, the project saved money, time, and effort. 5. Vincent Darlong, NERCRMP: Dwindling fish populations in the Simsang River facilitated for Rombagre village & surrounding 17 other villages in West Garo Hills District of Meghalaya (India) to come together and declare naturally occurring river pools as ‘sanctuaries’. They also institutionalized rules and regulations for preventing damage to these fish sanctuaries For full stories please see annexure 5 What will trigger knowledge sharing? This objective of this session was to generate discussion around different tool and techniques, which can promote knowledge sharing. Using an interesting method participants were provided with some statements and were asked to indicate how much they agreed or disagreed with it by standing on a straight line as measure. Those at the extremes of this spectrogram shared their reasons while those in between debated their position. Participants were allowed to change their opinions by changing their position on the spectrogram. Typically, the start and the end position on the spectrogram changed after the discussion. Statement 1: Technologies are more important than process or mechanism for information sharing. Most people disagreed with the statement suggesting process and mechanisms being more important than technologies and were on one end of the spectrum. Two participants were in the middle, and two participants were on the other extreme agreeing fully with the statement. The discussion recognized that although technologies are important, process has a critical place when it comes to information sharing. Projects need to learn how to manage technology; otherwise they run the risk of becoming overwhelmed. At the end of the discussion, both participants standing at the extreme of the spectrum had been swayed to move towards the middle of the spectrum. “Technologies can overwhelm a project. We need to understand how to manage them” Monica Raina, UNDP – Knowledge Management Partnership Program Working for Project Knowledge, 7-8 February 2006, Bangkok 9 “As technology and process improves we need to shift where we place ourselves on the line” Statement 2: Rewarding staff is the best way to get them to share what they know. The majority of participants opposed the above statement. There was only one participant who agreed strongly with the above statement arguing that human being needs to be rewarded of their accomplishment. However, the majority of participants argued that rewards are not sufficient. One participant said that capacity is more important than rewards and that an organization needs to teach the value of recording and sharing. Another participant added that rewards would not have an effect in his organization due to the staff’s workload, which is quite high. In the end, there was a general agreement that knowledge sharing has to have an intrinsic value for project staff. If it helps a person do his job efficiently and give better results then there will be natural inclination to share. Therefore, it is necessary to find value in knowledge sharing in order to trigger it. “A reward alone is not enough. There should be capacity and the ability to be able to do it… The organization needs to teach the value of recording and sharing.” Amjad Ali Toor, Barani Village Development Project. “Reward could be a disincentive to the process but it could also be a disincentive to the sharing” Pankaj Kumar, ULIPH (Uttaranchal Livelihoods Improvement Project for Himalayas (Aajeevika). FEEDBACK Participants reflected on how they felt about the day’s proceedings. The workshop’s first day had allowed them to reflect on the way they think about knowledge sharing and the many different approaches that are present. Participants were excited to take workshop knowledge home and apply it. The participants thanked Shalini for bringing the group together. It was overdue and it’s nice to form friendships. See Annexure 6 for full quotes. IV Day 2: February 8 PLANNING FOR KNOWLEDGE SHARING Having had an opportunity to understand project needs and tools to capture, analyze and share knowledge, participants were ready to go into practical planning to improve these processes both at the project level and within the network of IFAD projects in the region. Key actionable ideas The approach taken for planning was fairly open in nature with participants building the agenda for the day. They started with identifying topics of interest. Participants put down their ideas down on a piece of paper and all ideas were collected to be shared. Based on a discussion about the ideas proposed a few top priority ones were selected for further discussion. Initiators of each of these ideas explained them to the group. A timetable was created to allow four sessions to take place simultaneously. Participants chose sessions they wished to attend. In this process, certain topics were combined and ‘bulk session’ emerged. Nine topics were discussed listed below. For discussion, the initiators served as facilitators and also compiled reports on discussions. Topic Working for Project Knowledge, 7-8 February 2006, Bangkok 10 1 2 3 4 5 6 7 8 9 Systematization of Documentation Using internet for collecting, sharing and applying information/knowledge Engaging People & Convincing the Boss in CSA of K Sharing Knowledge among communities and between project and community Sharpening Indicators to Monitor & Evaluate Impact: Community Perspective Support needed for better capturing, sharing, analyzing M & E knowledge – the way forward Retrieving and Packaging Project Knowledge for Policy Making Action plan for improved management of information & capturing, sharing & applying knowledge Evaluating Project Results using Digital Video Documentation Participants had opportunity to discuss in detail each of these topics with the initiators, seeking clarifications while learning from each other. Initiators discussed challenges and benefits and also update group members of how they are taking these efforts forward. In some case participants also deliberated on possible answers to current challenges. There was also discussion on who could help other projects in their application of this learning if they so wished. Please see Annexure 7 for Discussion Reports on these. Participants were able to hear about and question various project practices intensively. They shared good practices and challenges. And tried to work on suggestions to help each other. It was now time to go into a concrete action plan for improved capturing, applying and sharing of knowledge among IFAD projects. Action Planning The participants were divided into two groups and map out how they plan to capture, apply and share projects lessons effectively. A template was provided to guide the discussion seeking information on the following: What: What do you want to do now to move forward? How: What are the actions to get there? Who: Who else needs to enrol? When: When does it start? When does it end?. Resources Needed: What are the resources (people, finances etc.) needed? First Steps: What is the next ‘thing’ that needs to happen? Who will be invited? Who will be the leader/ coordinator of this project? Group 1 members decided to look at individual project plans as well as a common plan. The latter follows first and then the chart summarizing individual project plans. Group 1: Common Plan What: What do you want to do now to move forward? Systems, Video Training (video & GIS), Assessment, Strengthen M&E wings through engaging people on contact How: What are the actions to get there? Internal and External experts, Training, ENRAP support Who: Who else needs to enrol? Project staff, Partners, ENRAP, Other IFAD projects When: When does it start? When does it end? Starts now…2 years Audience: Mid- term review, Policy, NGOs, government, communities, IFAD, and projects Resources Needed: What are the resources (people, finances etc.) needed? HR, Finance, and Equipments First Steps: What is the next ‘thing’ that needs to happen? Who will be invited? Consensus, Endorsement, Consultation with project teams Working for Project Knowledge, 7-8 February 2006, Bangkok 11 Group 1: Individual Plans Jill, Guangxi Raise awareness of project staff Amjad Ali, BVDP Document Lessons Pushkin, CHEAULIPH Preparing videos on case studies of the project Vincent, NERCRMP Capturing project lessons, knowledge through systematization of documentation Yolando, NMCIREMP What are the actions to get there? How Staff FAD Engage more people in M&E wing Develop thematic scripts for video recording on periodic, regular basis. Action Plan for FebMarch 2006 – Systematization of documentation in Ukhrul district of Manipur (NE India) Who else needs to enrol? IFAD ENRAP Specialist The district units in collaboration with partner NGO When does it start? When does it end? Now – 1 yr. Right away. Ends six months beyond project. Starts immediately. Ends as and when the thematic scripts are captured sufficiently in accordance wit the thematic scripts. ENRAP and facilitators from other project through ENRAP 6th Feb 2006 to 5th March 2006 & repackaging and dissemination through 2006 What are the resources (people, finances etc.) needed? Finances People Video equipment, training for case study, script writing and maybe video editing ENRAP & project (PSU & DST) What is the Project Enrolment Approval of the Facilitators identified, What do you want to do now to move forward? MTR Preparation Capability of assessment of the provincial/ municipal M& E Capturing issues/ concerns/ impact on project design for a more focused/ intense poverty alleviation impact Capability Assessment: Design as instrument; Conduct the tool; Analyse and Write finding; Validate results – come up with action plan to address gaps; Solicit- get commitment from Project Management local chief executives of LGUs and participating implementers Capturing/ concerns/ issues that impact project design: Discuss this concern with management; Conduct FLD with operations staff, local managers/ M&E; Summarize results; Validate results; Fine tune results for possible action with management Project staff/ implementers at all levels Start March - End May (Before the MTR). People: Project staff at all levels next ‘thing’ that needs to happen? Who will be invited? Who will be the leader, coordinator of this project? ‘action/idea” by project HQs director, consultant Project director Project director The manager- gender, CBOLNGO at HQs or the person whom the project HQ thinks suitable. Document your Plan topic. Themes identified & ediscussion (Between NERCMP & ENRAP & facilitator) NRM & Extension coordinator (in partnership with MEO). Working for Project Knowledge, 7-8 February 2006, Bangkok Office to coordinate Training: DVD and GIS Finalize proposal: Submit to ENRAP; - Organize the training; Conduct the training; Evaluate training; and Come up with Action plan to sustain the training Invite other IFAD Projects in the Philippines, NGO representatives, selected LGUs Start January, End April Finances: ENRAP; Project; and Partners (NGO LGU) People: Those that are capable have potential and agree to TOR M&E Officer/ M&E support officers 13 Group 2: Common Plan Support required for better C-A-S of M&E knowledge & Sustaining knowledge-sharing network in the Region WHO Projects UNOPS IFAD Network WHAT Simplify M& E guides (local language) Roster of consultants TOT in M&E (to reduce cost) Support to ensure baseline is done during the first 6 months of project Make knowledge management a priority Regional M&E website Standardize M&E procedures, training Long term hand holding support Capacity building of M & E staff Support of ICTs network Project Knowledge sharing HOW Training, simplification, translation Identify consultants- Project, IFAD Link to network IFAD-UNOPS Help needed for govt. to carry through IFAD-UNOPS Help needed ? WHEN Now RESOURCES Man power, funds Depending on stage of project Project M & E. Budget Link to network IFAD, UNOPS This year or earlier IFAD, UNOPS ENRAP to decide Same as above Involve government, NGOs, other Stake holders E mail list update Cross visit project staff Cross – capacity building on various themes (Systemization) Thematic workshops Archiving learning’s Publication sharing – email/post Linking to Africa and Latin America This year 1st STEP Put consultant hiring in AWPB IFAD, UNPOS ENRAP& project Tomorrow This year This year Some projects can, some cannot, other agencies After network starts This year After network starts IFAD/ UNOPS Put in AWPB Those project who can do Discussion Group 1 discussed the importance of extending capacity within their projects. This would require further partnerships with other organizations or further funding from IFAD. The group also discussed what resources they would need in order to implement their plans. The resources included human resources, finances and equipment. The group also shared that when possible the organization could use their own knowledge and expertise, however, external parties could be brought in when needed Group 2 structured their action plan around stakeholders and tools they need to further knowledge sharing. Their action plan envisioned an encompassing and sustainable process by including all stakeholders - the projects, UNOPS, IFAD, and the M&E network. For projects the group suggested the simplification of the M&E guidelines and training in local language for monitoring staff. In the case of UNOPS the group suggested that more support needed for projects so that the baseline is completed in the early stages of a project without it becoming overwhelming. For IFAD, they suggested that a regional M&E support program along with a website should be created. The larger group questioned why the current ENRAP website could not be used for this purpose. They also suggested that IFAD should standardize M&E procedures. Lastly, they proposed that the network be strengthened with more knowledge sharing such as cross visits to other projects and archiving lessons. The group agreed to further refine their plan over email. Mr. Kishan Gill from UNOPS Regional Office for Asia & Pacific recommended that projects, which are at the start-up stages, might link up to other projects and agencies with similar mandates. In general, policy makers prefer to give attention to projects at the end of their term because their knowledge has accumulated for a longer period and therefore have more value and weight. It the project is new one must do the promotion and partnering in order to get policy makers’ attention early on. He concluded by encouraging participants to implement the knowledge they gained at the workshop in their own projects and in the progress report to IFAD. FEEDBACK AND CLOSING Participants spoke of the impact that the workshop had on them. The lessons, the activities, and exercises had encouraged them to search their minds for better techniques, tools, and plans for capturing, sharing, and applying information. Some others were inspired to revisit their knowledge management strategies and implement some of the skills and concepts from the workshop. Allison congratulated the participants who gave their feedback on the workshop. The participants thanked Shalini and Allison for doing a great job and for bringing everyone together in a forum to share ideas and questions. For details see Annexure 8 Shalini concluded the session by addressing the group and thanking everyone for actively participating in the workshop. She encouraged them to take the workshop lessons and implement them in their projects. V Workshop Reflections A week after the workshop, Allison asked the participants to 'evaluate' the workshop from a learning perspective. The objective was to find ways to improve the way the workshops are designed and facilitated. For questions and After Action Review see Annexure 9 VI Annexures Annexure 1: List of participants 1. Ms. Saochun Zhang West Guangxi Poverty Alleviation Project 135 Qixing Rd. Nanning city Guangxi Province, Nanning city. P.R. 530022, China Phone: +86-771-2182836 Fax: +86-771-2834644 Email: [email protected] 7. Mr. Biju Abraham Chhatisgarh Tribal Development Society (CJTDP), Near Bus Stand IFAD Office, Near CEO Office Pathalgaon, Distt: Jaspur Nagar Chaittisgarh, India Phone: Telefax: +91-7765-233982 Email: [email protected] 2. Mr. Adrian Marbaniang NERCRMP-IFAD Sympli Building, Dhankherti, Shillong -793003, Meghalaya, India Phone: +91-364-2500497 R:+91-364- 2501647 M: +9436100868 Email: [email protected], [email protected] 8. Mr.Khamphanh Sourivong The Community Initiatves Support Project Oudomxai Province, Lao P.D.R Phone: +586-81-312038 Fax: +586-81-211743 Email: [email protected] 9. Mr. Chanh Phommachith Northern Sayaboury Rural Development Project Sayaboury Province, Lao PDR Fax: +856-74-211783 Email: [email protected], [email protected] 3. Dr. Darlong Vincent NERCRMP-IFAD Shillong, Meghalaya, India Email: [email protected] 10. Mr. Bashu Babu Aryal Western Uplands Poverty Alleviation Project P O Box 20 383, Nepal Phone: +977-81-520 088/522 370 Fax : +977-1-5 552 247/ +977-81-525814 Email: [email protected] 4. Dr. Pushkin Phartiyal Livelihood & Sustainable Development Programme Central Himalayan Environment Association (CHEA) 8 Waldrof Compound, Nainital 263001 Uttaranchal, India Phone: +91-5942 233099 M:+91-9412085099 Fax: +91-5942 233099 Email: [email protected] 11. Mr. Amjad Ali Toor Barani Village Development Project Muree Road, Rawalpindi, Pakistan Phone: + 92 51 9290340/46 H: +92-51-9290 483 M:+92 333 513 4000 Fax: +92-51-4454775 +92 333 5134000 Email: [email protected], [email protected] 5. Ms. Monica Raina UNDP - Knowledge Management Partnership Program 55 Lodi Estate, New Delhi 110003, India Email: [email protected] 12. Mr. Yolando Arban NMCIREMP. DAR-IFAD Northern Mindanao Community Initiatives & Resources Mgt. No. 139 J.C. Aquino Avenue, Butuan City, Philippines Phone: +63-85-8154477, 8154062, Cell# 09209051814 Email: [email protected] 6. Mr. Pankaj Kumar Uttaranchal Livelihoods Improvement Project for Himalayas (ULIPH) 188/1, Vasant Vihar, Dehradun Uttaranchal. India Phone: +91-135-276-2800 Fax: +91-135-276-2800 Email: [email protected], [email protected] 16 Email: [email protected] 13. Mr. Cameron Odsey (Ron) Cordillera Highland Agricultural Resource Mgt. Project Baguio Dairy Farm Sto. Tomas Road, Baguio City, Philippines Phone: +63-74-4448329 Email: [email protected], [email protected] 16. Mr. Kishan Gill UNOPS, Regional Office for Asia & Pacific 2nd Floor, UN Service Building Rajadamnern Nok Avenue Bangkok 10200 Phone: +66-2-2881595, +66-2-2881231 Fax: +66-2-2881013 Email: [email protected] 14. Mr. Darshana Bandara Samarakoon MREAP 104, Kings Street, Matale, Sri Lanka Phone: +94-66-2222481-3 Fax: +94-66-2233616 Email: [email protected], [email protected] 17. Ms. Monica Dominguez Intern, IDRC 208 Jor Bagh, New Delhi. 110003, India Phone: +91-11-2461941 Fax: +91-11-2462 2707 Email: [email protected] 15. Ms. Nguyen Thuy Trang IFAD FLO in Vietnam 38 Nam Ngu street, Hanoi, Vietnam Phone: +84-4-9427753 Fax: +84-4-9427758 18. Ms. Shalini Kala Program Coordinator, ENRAP IDRC, New Delhi, India Email: [email protected] 17 Annexure 2: Agenda Workshop Objectives To support IFAD project staff in better managing project knowledge, the workshop intends to help participating staff in: Understanding needs of IFAD projects: Increase understanding of capturing, sharing and applying project knowledge to project objectives Understanding tool and mechanisms to address these needs: Improve understanding of tools and techniques that can be used to support knowledge capturing, sharing and application Preparing action plans: Initiate plans to increase the ability of projects to capture, share and apply knowledge Tuesday February 7 8:30 Departure from Ambassador Hotel (meet in lobby) for PDA (10 minute walk) Capturing, Sharing and Applying Project Knowledge to Project Objectives: What does it mean? What tools are being used? What are the ideas and the issues? 9:00-10:00 Getting Started Welcome Introduction of all participants Rationale of workshop Principles for working together Review of Agenda 10:00-10:20 10:20-12:30 Tea-Coffee break Managing Information, Capturing, Sharing, and Applying Knowledge What do we mean by capturing, sharing and applying knowledge? Information management activity Differentiating between Information & Knowledge/ why is it important? Break-out group discussion on What is we talking about in the context of IFAD projects? (Information management: What kind of information are we trying to manage? Who are the people who want this information? What kind of tools are we using?) & (Knowledge Sharing: What are we doing to support knowledge sharing? How is knowledge generated within the projects?) 12:30-13:45 13:45-15:15 15:15-15:30 15:30-17:15 17:15 18:00 Lunch Focus on Tools and Approaches Using narrative, we will share approaches that are being used to support knowledge capturing, sharing and applying in our projects Highlighting a few stories Open Discussion Note: Participants are invited to bring any materials which may help in leading small groups through an informative and interactive session Tea-Coffee break Session continues Conclusion and End-of-the-day feedback from participants Cocktail Get-together Wednesday February 8 8:30-9:00 Overview of & learning from day 1 18 Increasing Projects’ Ability to Capture, Share and Apply Knowledge 9:00-10:30 Working Group discussion - What do you want to do to increase your project's ability to capture, share and apply knowledge? (What do you want to do now to move forward? What are the actions to get there? Who else needs to enroll? When does it start? When does it end? What are the resources (people, finances etc.) needed?) 10:30-11:00 Tea-Coffee break 11:00-12:30 Working group presentations Open discussion - Critical review of plans presented 12:30-14:00 Lunch 14:00-15:30 Refining action plans in working groups based on suggestions provided 15:30-16:00 Coffee 16:00-17:00 Action plan presentations by working groups 17:00 Conclusion of the day 19 Annexure 3: Workshop Guidelines During the event, we request that participants read and honor the following Participant Guidelines. Our gathering is a diverse one by any measure; participants have arrived from many countries, representing a broad range of experiences and viewpoints. So much of what we are trying to accomplish at this event involves building new relationships, and positive attitudes will serve as the glue to hold it all together. While we do not want to dictate behavior or in any way limit expression, we provide the following guidelines as a starting point for collaboration and community building during the event. Demonstrate respect for others at all times: Effective sharing and learning can only take place when interactions are built on a foundation of respect for others. It will never be acceptable to insult others or demonstrate disrespect, even in moments of philosophical disagreement and passionate exchange. Please refrain from side conversations while others are speaking, and honour the posted schedule by arriving promptly for sessions so that others are not made to wait. Include everyone in the circle: The event should not be viewed as a competition to prove who is most knowledgeable, but rather as an opportunity to broaden our networks of skill, collaboration and understanding. Strive to ensure that no one is left out; introduce yourself to strangers early and often, and speak in language that is accessible to all. In particular, please define acronyms and technical jargon when using them in discussion. Ask questions early and often: The event is convened specifically for the benefit of those who need to know more about facilitation, knowledge sharing and collaborative tools. Participants should feel free to ask any question at any time; there shall be no such thing as a “stupid question”. Embrace a spirit of sharing: We believe that everyone is an expert in their own realm, and encourage each participant to please contribute their wisdom to the mix. Breaking down barriers between the vague notions of “novice” and “expert” will be the order of the day; all of us know something and none of us knows everything. Share first, debate later: Many among us possess strong beliefs on matters of politics, philosophy and community. While the organizers endorse debate as a key component in building understanding, we ask that participants focus on finding common ground for sharing during sessions, and endeavor to debate “offline”, outside of sessions, with others who welcome the debate. Help us to realize the full potential of this gathering. Our belief is that relationship building and dialog are fundamental parts of realizing this goal. As you share and learn from others, be mindful that we are trying to discern what works and what doesn’t work in peer-to-peer skill and knowledge transfer. If we can learn better how to learn while simultaneously teaching others how to teach, our time together will be well spent. *Guidelines adopted from the Aspiration’s website at: http://facilitation.aspirationtech.org/index.php/Participants:Guidelines 20 Annexure 4: Information Reference Sheet Exercise Objectives • To provide an opportunity for workshop participants to work as a group • To illustrate the primary importance of people in any information management activity • To illustrate the importance of tools and processes and how simple improvements in tools and processes can have great impact on IM effectiveness • To stimulate discussion of how participants’ home organizations make use of (or could make better use of) the people, processes and tools available to them Set-up • Participants will divide up into groups of 6-8 and report to a table where they will find a kit that will include: • A set of data (slips of paper with the words “information” “people” and “tools” in eight different languages (which we hope they won’t know, so 32 slips of paper in total • A set of tools (which could include instructions on what to do, dictionaries/word lists, a filing system, pencils, paper, labels) • Participants will be informed that they have been given pieces of information and tools to manage that information, and that once the instruction is given to open the package, groups will not be allowed to communicate with each other. After about 5-10 minutes, groups will be encouraged to communicate with each other and lend any assistance they can to one another. What we hope will happen Each group will have a different experience depending on the tools in their kit (see below). Some groups will finish quickly and easily, others will struggle. There will also be an additional “group” with no people, just a kit sitting alone on a table. After the signal is given that groups can communicate with each other, all of the groups that haven’t yet finished the activity will quickly do so with the help of others. I won’t point out the people-less kit, but will wait to see if anyone “helps” it. After all the groups are finished, they reconvene and have a follow-up discussion on the importance of people, processes and tools in information management. The pieces of information provided will be the same for all kits—the difference will be in the tools: Kit No. 1 2 3 4 5 6 (kit with no people) Tools Detailed Instructions; Reference Sheet with translations of all the words, Pre-labeled filing system Detailed Instructions; Reference sheet with translations; Filing system w/out labels; pens and labels No instructions; Reference sheet with only half of the translations; pens and labels No instructions; Reference sheet with only half of the translations; no filing system No instructions; No reference sheet; no filing system Detailed instructions; reference sheet with translations; pre-labeled filing system 21 Reference Sheet Information People Tools informatie mensen Hulpmiddelen πληροφορίες άνθρωποι Εργαλεία la información la gente las herramientas информация люди инструменты Kazakh ақпарат адам Аспап French l’information les gens les outils Dutch Greek Spanish Russian Information People Tools Information People mensen Dutch Dutch Greek Greek Spanish Spanish Russian Russian Kazakh Kazakh адам French French les gens Informati on Dutch informatie People Spani sh πληροφορίες εργαλεία la información las herramientas люди n Dutch εργαλεία Information People informatie Mensen люди Kaza ақпарат kh l’informati Frenc on h адам Spanish инструмент ы la información Люди Russian les outils 22 Tools εργαλεία Greek la gente Russi an les outils Tools mense Greek Tools Kazakh ақпарат French l’information инструменты Адам les outils Annexure 5: Stories from the field 1. Video Documentation by Darsana, MREAP, Sri Lanka LANDSCAPE DWELLING PLACE CHARACTERS CHALLENGE ACTION RESOLUTION REAP Staff Members of M&E Mr. Rana Ghose who was the Consultant to ENRAP trained on video documentation in 2005 with the help of ENRAP. The training was held in the Matale District including theoretical and practical exercises. Training group visited remote villages for the exercise. The training was contended in the following: - identification and planning of suitable teams - script writing - filming - editing and presentation Lack of basic facilities was hindered to the process at the remote villages such as electricity, transport and equipment as well. As a result of the training, REAP was able to produce 3 video documents and number of small video clips. Now the project has effective presentations including both audio and video clips. REAP staff gained the skills and abilities to produce video documents. This skill helps to make better monitoring and evaluation systems against the project objectives. This exercise will help to make more attraction from all stakeholders about the project. KEY VISUAL HOOKS 2. Targeting Strategy to identify poorest households and still be politically correct by Pankaj Kumar, ULIPH, India LANDSCAPE DWELLING PLACE CHARACTERS CHALLENGE ACTION RESOLUTION KEY VISUAL HOOKS Uttaranchal Himalayas – tough mountainous terrain. Great need for development interventions – hence need for the same – and a super active political system based on attracting Government support. The newly formed mountain State of Uttaranchal in the Hanukahs Himalayas in North West India. IFAD project Staff, Uttaranchal’s political system at various levels, Government officials, poorest people of remotest villages – who have been marginalised in the development process. The need to design and implement a methodology for identifying and selecting villages who are most marginalised, poor and needy in a transparent, unanimous manner acceptable to all stakeholders. A PRA based exercise was designed that used three tools – Resource mapping, Matrix scoring and Adversity ranking at Block level with stakeholders such as politicians, teachers, Govt. officials, village people and NGOs. The Block level group agreed on basis of consensus arising out of the triangulation of the three participatory tools about the most remote and marginalised Nyaya Panchayats (an intermediate level) that the project should work in. The same exercise was then repeated at the Nyaya Panchayat level to identify most needy clusters of villages. At village level, Wealth ranking was don to identify the most needy households. It is possible to identify the most needy and remotest villages and the poorest households in a participatory manner using the Zoning methodology and with a consensus from all stakeholders. See figures 1 and 2 below. 23 Fig 1: Fig 2: Targeting the Poor: Flowchart Block level zoning exercise with Stakeholders using participatory tools Move to village level Remotest Nyaya Panchayats identified and agreed upon exercise with Stakeholders using participatory tools Remotest cluster of villages identified Move to Nyaya Panchayat level Repeat participatory tools with Nyaya Panchayat Stakeholders Identify poorest households with wealth ranking 3. Yes! we did it by Dr. Pushkin Phartiyal, CHEA, Partner NGO ULIPH, India LANDSCAPE DWELLING PLACE CHARACTERS It was 2005 when a project focused on Natural Resource Management in North East Himalayas was fast approaching for its closing. The project had done extremely well on field and the government and funding agency IFAD was keen to take advantages of lessons learnt for further replication, however, the project was lacking in effective documentation skills. West Garo hills under NERCRMP in Meghalaya ENRAP, having mandate to support documentation of IFAD projects suggested systematisation tool for self-evaluating documentation in a participatory manner. The concept of tool was practised by the FIDAMERICA the counterpart of ENRAP in Latin America. The project team and ENRAP modified the tool in accordance with the local conditions and needs. Four team comprising project officials, NGOs and facilitator from other IFAD projects were formed and planning was carried out through email discussion before initiating field study. 24 CHALLENGE ACTION RESOLUTION KEY VISUAL HOOKS Since the project team was not engaged in taking self evaluating participatory documentation, the required handholding and facilitation was extended by the facilitators, one each for a team. When the teams came together for field study part of the exercise, a clear briefing was shared among the participating team members about the tool and process of systematisation. To have in depth insight on selected topics and key questions the team decided to have detailed interaction with the village communities for which they also planned for night stays in the study villages. And the turning point was the moment when… the team was successful in developing a detailed document with scope of different communication products for various target groups. The material generated through the exercise captured many case studies and significant lessons. The team realised that an effective self evaluating participatory documentation could be possible for them. Instead of depending on outside consultants and generating quantitative data with a top down approach, the project team further continued for documentation of key issues within their other project areas. The realisation of “yes! We can do it” has strengthen the believe of project on local resources and capacities for undertaking qualitative, self-evaluating and participatory documentation. 4. The Poor Too Can Fish by Bulbul A. Sangma, Community Organiser, Rombagre NARMG, Garo Hills, Meghalaya, India as told to NERCRMP, Dr. Darlong LANDSCAPE DWELLING PLACE CHARACTER CHALLENGE ACTION The landscape of the story is situated in West Garo Hills District of Meghalaya (India), where the North Eastern Region Community Resource Management Project for Upland Areas (NERCORMP) has intervened since 1999. The people here are known as Garos (but they prefer to call themselves as Achik). Most people in the project villages are shifting cultivators with high poverty, low literacy but strong traditional village institution and rich natural resources. Rombagre village & surrounding 17 other villages in West Garo Hills District of Meghalaya (India), which forms the Chinabat Cluster of the North Eastern Region Community Resource Management Project for Upland Areas (NERCORMP). Simsang river is the lifeline of these villages, which acts as the key landscape of the area. The villages are located on either side of the river; the area is mountainous. The awareness education received by the people of Rombagre Natural Resource Management Group (NaRMG) through NERCORMP has motivated the communities to bring in changes, not only within their own village community, but also to their neighbouring villages. The urge to share with others, of any benefit received among this community is strong. The key players in this story are the NaRMG leaders of Rombagre village along with the local Community Coordinator / Organiser. Dwindling fish population in the River Simsang that meanders through these villages (due to river siltation as a result of various developmental works such as road construction and livelihood activities such as upland agriculture or shifting cultivation, and also large scale extraction of sand and stone boulders from the river beds for use as construction materials) have caused alarm among these villagers. The elders in these villages have witnessed how gradually over the years, fishing have become expensive past time as compared to their younger days when fish were plenty and everyone could fish anytime for food or feast. They also wanted to stop unscrupulous extraction of sand and stones from the riverbeds, at least in the stretch of river that passes through these villages. They also wanted to regulate the practice of shifting cultivation in the areas immediate to the river banks. 18 villages under Chinabot Cluster of NERCORMP in West Garo Hills of Meghalaya have resolved to work together in an effort to revive and boost the fish population in the Simsang river that flows through these villages. The Natural Resource Management Group (NaRMG) of Rombagre village who were motivated through awareness education by the NERCORMP-IFAD project interventions took the active initiative to liaison between these villages. They also showed the way how this can be done from the idea received from the NERCORMP professionals and participating NGOs. 25 The process was simple. Having been convinced on the benefits of such act (after seeing similar activity from a nearby village who already has a Riverine Fresh Water Fish Pool Reserves), each of these villages have revived the traditional practice of identifying and declaring fish sanctuaries which are protected by the cluster of villages through the Nokma (traditional village head/chief) with the support of their respective NaRMGs (in project villages). (Simsang river creates a number of localized river pools as it flows down stream; such pools are declared as reserved). The NaRMGs and the Nokmas have institutionalized rules and regulations for preventing any damage to these fish sanctuaries. Of the Rs. 1000/- (about US$ 22.5) penalty realized from every defaulter (mostly illegal fishing), Rs. 100 (about US$ 2.25) goes to the informer. About 50 meter on both sides of the river is also declared as reserved or protected, thereby effectively preventing harvest of any bamboo and other forest produce or agriculture / cultivation in these stretches. Fishing outside the sanctuary (reserved fish pool) is allowed only with nets and angling. Catching of fish by poisoning is strictly prohibited. Discussion on the management practices and enforcement of rules is undertaken during every meeting of the NaRMGs, which takes place once in a month. The matter is also discussed in every cluster meeting (Federation of NaRMGs). In outside project villages, the Nokmas are taking keen interest in the protection of the river sanctuaries. As per resolution, the fish from the sanctuary can be harvested after 3 years for the first time after declaration of the sanctuary, and thereafter fish can be harvested every two years interval. Since the population of fish has increased over the past years, it is now possible to catch fish even outside the sanctuary without much efforts or wasting much time. The poor too started catching fish once again as they now need to spend less time in this effort (The poor were not fishing as they could not spare time for fishing while having to work in others’ fields). This has benefited the poor as they too get fish to eat for their nutritional requirements. Availability of river fish in the local weekly market has also increased. Junior NaRMGs and SHGs are also given awareness training and talk by the elders to ensure a brighter future and conservation of biodiversity. Interestingly, out of 18 villages that came together for effective regulation and enforcement, only 8 are NERCORMP-IFAD project villages, while remaining 10 are non-project villages who enthusiastically joined the initiative made by the former, indicating the extent of the positive influence of the project and its participatory philosophy. This also indicates peoples’ trust and confidence on the project. RESOLUTION It is evident that through a timely and appropriate project intervention and interjection, the communities can clearly benefit from biodiversity conservation. While the project induces facilitating interventions, the communities, once convinced, are the best makers and enforcers of their own laws and regulations. They also know how to make the regulations work and respected. KEY VISUAL HOOKS 5. Solutions Exchange by Monica Raina India is a vast and powerful storehouse of talent and knowledge. Yet, practitioners often face the dilemma of not knowing if a particular idea was tried before or whom to turn to when they reach a bottleneck. Tacit knowledge, which is gained through experience, is in danger of being forgotten or ignored. To harness this knowledge pool, at the beginning of 2005, the United Nations Country Team in India collectively offered support to set up a knowledge sharing platform. This initiative, branded Solution Exchange seeks to provide a powerful and impartial platform for exchange of knowledge and ideas among development practitioners, without reinventing the wheel. 26 As a UN initiative, it is a free, impartial space where all partners are welcome members of the community. Communities of practice are organized around the framework of the Millennium Development Goals as they relate to national goals and targets. Development practitioners from government, NGOs, development partners, private sector, and academia interact on an ongoing basis, building trust and strengthening their identity as a ‘Community of Practice’. Today eight Communities of Practice are up and running on themes like maternal and child health, primary education, work and employment, gender equality and women’s empowerment, decentralization, HIV, water and sanitation, food and nutrition security. Over the past six months, membership has grown exponentially, with over 2000 Solution Exchange subscribers from across the country. It is envisaged that Solution Exchange will be replicated in other countries, with a country specific ‘flavor’. Thus, a cross fertilization of Communities of Practice across nations, will spearhead an organic evolution of both - the communities, was well as, knowledge tools and products. (URL: http://www.solutionexchange-un.net.in) 6. Soil conservation by Amjad Ali Toor Amjad Ali Toor He has been with the project for three years. Erosion and soil conservation have been issues in his project area. Soil conservation structures made out of brick and cement were expensive (Pakistani Rs.25,000 to Rs.50,000). Mr. Toor found an Agriculture Research Institute that had done research on loose stone structure. These structures were not only cheaper but were the ‘best practice’ when it came to soil conservation. Although, he encountered problems with government workers and farmers he was still able to share the knowledge of these soil conservation with the project. This saved money and helped soil conservation. 27 Annexure 6: Feedback, 7 February 2006 “There are many things that we have learned today and we would like to take that knowledge home” “In the last 1 ¼ years, almost every day I have been grappling with capturing sharing and applying knowledge questions. Now, I have a number of ideas about how to do things that I will try out.” “I didn’t expect to be in this forum. I was interested because of the topic – knowledge management that is new lingo in our government. Apart for the project, I am doing part-time work in the government.” “I was right in forcing myself to be invited. There are a lot of things that I learned in today’s session, which will help me do my role in my new job”. “Learning new options” “I am really impressed by this workshop. I learned a lot from all of you to raise awareness of sharing, capturing and applying project knowledge among our staff.” “If I wasn’t here today, I would have missed something. So thanks Shalini for increasing my knowledge” “We have shared a lot of knowledge, some tools and techniques. I am a bit confused if I will be able to capture all of these in my mind. I hope that the workshop report will help me.” “I go back to the word that I selected for the day – sharing. I think that it has been realized to quite an extent.” “I echo on a wonderful day. It is a real pleasure to put faces to names and it is nice to further understand the projects.” “I expect that tomorrow, I will be learning more than today” “Just to remind everyone, we have a mailing list. I will be putting all of you on the list and we will continue to share” “Very interesting. It has brought us together” “This day was very educative, informative. And last but not least, I have made a lot of friends. “ “Others are most welcome to visit us. “ “After 15-20 minutes I was feeling drowsy, what I admired is that Allison could keep us energized” “This is one of the best workshops that I have been to where everyone has participated (and I have been at IFAD for 2 years)” 28 Annexure 7: Discussion Reports Report 1: Systematization of Documentation Initiator Participants Vincent Darlong & Adrian Marbaniang Cameron, Yolando, Pushkin, Biju, Chanh, Amjad Ali, Monica, Shalini • Shalini shared that based on the recent experiences of NERCRMP in India, the methodology of Systematization could be useful and an efficient way of capturing project knowledge and learning within a short period of time. The Systematization Technique may be used by each project to design its own documentation technique or methodology as per local situation, availability of resources (human and finance). • Ron from Philippines, while appreciating the methodology, enquired how can the project team document project knowledge on a regular basis. It was suggested that the Systematization could be used to train the project staff for documentation. Documentation produced by project teams through Systematization will also be useful in any case of documentation by consultants. Highlights of the Discussion • Yolando observed that the Systematization Technique is actually participatory and selfevaluation, which makes the methodology most acceptable and appropriate. This was in response and in contrast to Chanh’s observation that in Laos individual consultants are doing documentation. It was deliberated that systematization is in fact a way of ‘validation’ of project knowledge by involving all the primary stakeholders. • Biju asked what might be the most appropriate interval for undertaking Systematization Exercises in a project? It was suggested that this may be left to each project to decide depending on the kinds and scales of success stories they would like to document. • Most members were however interested to understand what may be the output or final product of such exercise. The initiators shared their experience about these, which are under preparation including: (a) a full publication on each study report, (b) 1-2 pager for policy brief (c) video documentation based on the study report (d) repackaging (a) to (c) into a single CD containing story, film and images, (e) sharing of the document with local media for re-packaging for publication in local newspaper. • Pushkin has already written the “Guide to Systematization”. The draft will be circulated among those who participated for comments and subsequent it will be published by ENRAP. Where from here Who could assist • Each IFAD-funded project may deliberate on the need for undertaking Systematization learning from the successful experience of NERCRMP. • Examples of Reports generated by this exercise may be accessed from ENRAP website for information, learning and guidance. • ENRAP and NERCRMP with experience and knowledge sharing Report 2: Using Internet for collecting, sharing and applying information & knowledge Jill, Yoando Initiator Participants Biju, Allison, Trang, Monica, Pankaj, Adrian, Chanh • Jill’s situation: Many project staff like to borrow books from library but the information in the books is old. Staff don’t know google or yahoo china website. Jill likes to look for information on Highlights of the internet for instance about the latest labour laws. Some projects only use email for the communication; they aren’t used to website surfing. It takes a long time to learn to type Chinese Discussion characters. Language is a difficulty because most people can’t read or write in English. The need to translate country level reports for donors and other English speaking audience is a big burden 29 on Jill • Some Ideas to show the importance of and raise interest in using the internet: send them useful websites; internet training (don’t assume they know how to use the internet) and refresher courses • Pankaj’s experience in setting up kiosks in communities: Kiosks are being used to provide market information, films in the evening and photograph capacity, that is, using a web cam • Lando’s experience: Lando walked the group through a presentation on his project’s general reporting system. M&E is being automated; reports need to be uploaded onto the net so using the net is a necessity. He stressed on the need for finding a reason for people to use the internet • Trang shares the same challenges as Jill. People aren’t aware of what’s available • Ideas What about doing a competition? Encouraging project staff is critical as it improves their efficiency Training workshops are expensive and people are shy about learning. Training can be provided but people have to want to learn Learning how to type is a good first step Have a ‘buddy’ system where one person helps another person learn (more one-on-one support); need to have longer term capacity building Make sure that those trained submit reports that are typed not written by hand Need to also improve writing skill not just computer skills; having guides is useful Report 3: Engaging People & Convincing the Boss In capturing, applying & sharing knowledge Initiator Participants Monica & Ron Shalini, Pushkin, Pankaj. Toor, Darsana, Trang, Vincent, Bashu, Cameron • The discussion began with the rationale of the topic – people are too busy to be involved in information and knowledge management. At the same time, people will find the time to engage themselves in areas of their interest, or indulge in EXCUSOLOGY, when they do not want to! In addition, some moot points are whether the boss wants to be convinced? He may have a trusted aide who should be convinced first. It may also be a matter of priorities, or judicious utilization of resources, which would influence the boss’ thinking. • Some solutions suggested for engaging people were to identify the generic needs of various stakeholders; identify the community influencers and develop a Communication Product. Highlights of the Discussion • Demonstrating the value of KM to various levels of stakeholders is the key but HOW to do it? Some mentioned that a full workshop is needed to address this issue. • A broad based KM plan for engaging people and convincing the boss emerged from the discussions: Communicate effectively with the Boss: understand what he wants & respond accordingly Exposure visits and capacity building at all levels, including the Boss Institutionalize KM; should be integral part of project design Demonstrate how KM is useful: models, reports, documents Mechanisms to measure impact of CSA of K in project activities Conduct regular meetings of both staff and Steering Committee where KM is discussed KM should be included in the Annual Reviews conducted by UNOPS and other agencies. 30 Where from here Who could assist In summary, a communication strategy coupled with capacity building is a good start to engage the people and convince the boss on the importance of capturing, applying and sharing knowledge. • To organize project level workshops on addressing this issue fully • Reporting on IFAD project’s KM processes and outcomes in regular activities • Include KM in project design • UNOPS (through Annual Review Missions), ENRAP, Senior Management of IFAD supported projects Report 4: Sharing Knowledge among communities And between project & community Initiator Participants Shalini Kala Vincent, Bashu, Pushkin, Cameron, Darsana, Monica, Trang, Pankaj, Chanh, Adrain, Amjad Ali, Khammanh, Biju • Project experiences of examples of community to community sharing: Exposure visits for farmers Training of trainers for farmers Demonstration plots, models, technologies Farmer field days Producer facilitation centers, community learning centers, village agriculture support centers Federation of farmer groups and SHGs • Project experiences of examples of project and community sharing: Pamphlets, publications, radio programmes, videos Field officers, extensionists Farmer field schools Farmer companies Meetings with line agencies, project staff and farmers Highlights of the Discussion Where from here • Benefits of this sharing: Reliable knowledge transfer Faster change in mindset and attitude of community members Transparency and good governance Ownership and confidence building among the community members Effective participation Better chances of replication Conflict resolution Better resource utilization Demand driven information determination • Challenges and what can be improved Exposure visits are expensive Seasonality limits sharing and exposure opportunities Gender imbalance in sharing Project design can be restrictive Resource constraints Need to involve second generation of farmers Building capacity of local resource person to share and manage knowledge Solutions: Exposure visits for farmers could be used as incentives; and Visits could also seek contribution in costs from farmers 31 Report 5: Sharpening Indicators to Monitor & Evaluate Impact: Community Perspective Yolando C. Arban Initiator Participants Khampan, Biju Abraham, Chanm, Darsana, Adrian, Jill, Trang • IFAD project indicators generally reflect the indicators asked for by the government, IFAD and the MDGs. The question is, do the indicators of IFAD projects reflect the community’s dreams and aspirations? Are there processes wherein communities are able to express their indicators of poverty alleviation and reduction? Do IFAD projects try to harmonize what the community wants with what the Project intends to do? • Most experiences of IFAD projects involved communities in collecting data and information and to some extent analyzing them but not much on deciding what indicators to monitor and evaluate. Highlights of the Discussion • Experiences in countries like Laos, Vietnam and China show that project indicators are blueprinted and being downloaded to communities. In other countries like India and the Philippines, IFAD projects have involved communities, to some extent, in determining their indicators and integrated them into the Project indicators. • In the five countries mentioned above, participatory tools are being developed wherein communities are involved. Some of these tools include poverty analysis, wealth ranking, village profiling, prioritizing of problems, appreciative inquiry and participatory monitoring and evaluation. • In some countries like India, PRA tools went to the extent of classifying the poor members in the community determining the poorest of the poor. Indicators for each category are identified and agreed to by the community. Further, the community also determines progress of a certain classification of poor to the next level. By this, the community is able to express their indicators for project progress. Where from here Who could assist • It was also observed that community participation is country specific; however, everyone agrees that there is a need to increase community participation especially in what indicators to be used for assessing project progress and impact. • Exchange of project experiences in involving communities to determine indicators, especially sharing information on tools and techniques used. ENRAP website could facilitate this. • Direct interaction with community through country-to-country exchange. Example, Laos can visit India or China can visit the Philippines. • ENRAP can facilitate the exchange of information. Country IFAD projects shall host visiting other IFAD projects. Report 6: Support needed for better management of M&E knowledge The way forward Initiator Participants Highlights of the Discussion and where from here Pankaj Kumar Bashu, Khanphanh, Trang, Monica, Darsana • Projects need a variety of support for capturing, sharing and analysis of M & E knowledge. The following sub-sets of support were discussed: Within projects: Simplifying and translating M&E guidelines for M&E and non- M & E staff and stakeholder stakeholders in local language; Training of trainers on M&E so that consultants can be used for capacity building and the knowledge available with such consultants becomes available to projects at low cost; Make a roster of individuals and agencies who can help in M&E and if not available, then projects and IFAD should invest in building up a critical mass of these. 32 IFAD: Regional M&E support website for South Asia; Standardization of M & E procedures; trainings to be followed in project at various stages of project; Long term handholding support to projects for designing and implementing M&E systems. UNOPS: Support to ensure that baseline survey is done in first 6 months of project; Support to ensure that knowledge management becomes a priority for projects. Who could assist ENRAP: Capacity building of M&E staff; Workshops, trainings, refresher course; Support (technical, pilot demonstrations) for ICT networking for information transfer within project. • Project Directors and staff, IFAD, UNOPS, ENRAP Report 7: Retrieving and Packaging Project Knowledge for Policy Making Bashu Babu Aryal Initiator Participants Pankaj, Monica, Pushkin, Shalini, Vincent, Amjad Ali, Darsana • Relevance of the Issue: In South Asia there are a lot of good initiatives, procedures and methodologies which can help producing better results in reducing rural poverty and accelerating the pace of development. These project practices have strengths of serving more people at a time at a comparatively lower cost if adopted as a policy in different levels. However, these best-result generating initiatives are not properly reflected in the policies at various levels especially relating to innovations and new ideas. Such a lack was felt at nation, local government and also at the project level. • Constraints: The basic reasons behind innovations and ideas not reflected in policy include Information, practices and knowledge are not captured properly; Information, skills and knowledge are not shared as desired; Lack of mechanisms to properly capture, share, utilize and manage information and knowledge, and Inadequate participation of relevant institutions, experts, agencies in devising policy decisions. Highlights of the Discussion • Ways and Measures Suggested: How can policies be influenced Properly document the processes & methodologies adopted in implementation beyond those enunciated in the existing documents; Carry out further studies and researches and properly document the outcomes; Develop and adopt the appropriate tools for dissemination such as policy briefs, impact assessment report, video documentation etc relevant for identified audience; Organize regular workshops & meetings inviting relevant partners such as specialized institutions, politicians, academicians, experts from implementation, representatives of civil society and donor organizations in influencing the decision makers; Provide more exposure to the policy planners by organizing visits, experiences sharing and observation tours; Craft a Knowledge Management Strategy for each organization incorporating the tools and techniques to be used such as consultation, documentation, audio-visual aids etc; Follow up the implementation of the crafted strategy and monitor and evaluate it on a periodic manner; Educate the relevant actors and personnel on existing legislation and policies. Report 8: Plan for Improved Capturing, Sharing and Applying Knowledge Trang Initiator Participants Vincent, Pushkin, Chanh, Monica, Allison, Kishan, Biju Highlights of • Supporting project information sharing to improve use of communication tools - project to project the 33 Discussion and project to community • Setting up the website isn’t the problem but getting people to use the website and getting information that is useful is much more difficult. In Laos people aren’t using the Internet, not much online networking. The suggestion was to give the contract to a website service provider; they add ‘lipstick’ and ‘powder’ (editing and re-editing) • Every month a community coordinator has to generate figures and the project puts it into the website, Need to design a reporting format based on the project component, could have quarterly reporting formats • Government of India has a scheme; districts have subdivisions through the government scheme; CICs (community information centers) are being used to access the information; Identified the kind of information that they want to flow from the village level to the district level; analyse is done at the district level; information is presented back in a template to the communities • In SEWA, the situation was quite similar: Lots of trial and error but what really worked was “seeing is believing”. We took a laptop to the villages and using simple software we showed the women how they could use the laptop to help them in their every day work i.e. creating designs for selling in international marker. Showed them how it worked. They got excited about the potential then worked at the next level of capacity building. Similarly SHG (self-help groups) were spending lots of time tracking so an excel sheet was introduced which saved them lots of time. Small steps make the biggest different. Software is also now available in local languages. • Involvement of others is critical; need to ensure that your system fits into the work of others; Need to make sure that the system is flexible. Flexibility of the processes and mechanism that allows new directions and creativity • Knowledge sharing is a complex process that involves different systems (for information sharing and knowledge sharing). • Steps Assess information and knowledge sharing needs of different stakeholders Awareness raising and capacity building with small applications that can be time saving Have a clear cut difference between quantitative and qualitative data Use of data needs to be well understood and communicated Assess the current situation of People, Tools and Processes and mechanisms in Knowledge sharing. Visioning of where the system will be in 5-year time. • Suggestions: Start with the project objectives and a consultation process with stakeholders (building a vision); Different stakeholders will have different visions; Then work backwards based on the goals that you want to reach; Create indicators of output, outcome and impact • Some useful KS links: www.km4dev.org (Knowledge Management for Development Practitioners Community – a website and a mailing list); http://www.ks-cgiar.org/toolbox/ (A KS toolbox) Report 9: Evaluating Project Results using the Video Documentation Initiator Participants Darsana Samarakook Yolando Arean, Zhang Shaichun, Khamphanh Sovriuong, Monica Dominguez, Cameron Odsey, Adrian Marbaniang 34 Highlights of the Discussion Where from here • Video documentation can be understood easily; can be used for evaluation; useful for sharing with community and other stakeholders: capturing before and after project situation is easy; can help save time; effective tool for policy makers and demonstration. At REAP we have divided the responsibility among project staff for video documentation. • Challenges: Script-writing; Editing and filming; Lack of equipment; time sharing among staff and outside support • All: Refresher training • China: Project support, New training • India: Evaluation tools; Impact on farmers; Impact on policy makers • Sri Lanka: Establish private enterprise • Laos: Workshop for planning for video (project and government staff); Purchase equipments; Experience sharing; Follow up activities; Regular sharing meeting once a year with ENRAP support 35 Annexure 8: Feedback, 8 Feb 2006 “Thanks Allison and Shalini for bringing us together in such a forum” “I’m amazed at the way that this workshop became a knowledge sharing exercise. Thanks to Allison for facilitating such an exciting process” “Next time I hope that my English is better” “Firstly thanks to Allison for being energetic and a wonderful facilitator. Thanks to Monica for working hard at reporting this workshop” “Thanks to Allison and Shalini. It was nice to get to know the group and share stories with everyone” “When I first came I thought I had a plan ready to implement for the next 10 months. But this workshop made me think about what I can change in my project and in my strategy. Thanks” “I felt a little guilty at first because I am no longer working on the field. But being here reminded me of the importance of the work that people do on the ground” “Thanks Shalini for giving us the opportunity to come face to face and meet each other. I hope this repeats itself” “A reminder that we still have the list to continue discussion and ideas” 36 Annexure 9: After Action Review 1. What could have been done better? Why? 2. What one or two recommendations would you make to ensure that future workshops are even better? 3. Other comments Participants: Trang, Lando, Monica Raina, Jill AAR Facilitator: Allison Hewlitt Specific Actionable Recommendations Quotes Create an atmosphere that makes people active. • “The informal and free style/atmostphere of the workshop (but it doesn't Find ways to learn about successful experiences in other countries. • “Successful experiences from other projects are very encouraging to Showcase successful project activities even if it appears, to some, as though there may be nothing to share. • “The workshop confirmed our effort of doing a step-by-step linking of our Hold a longer workshop to cover what is planned or plan to do less in the same amount of time. • “Perhaps time was short or too much was crammed up. So I certainly felt Use region specific/facilitation terminologies/concepts/i nnovative ideas • “Using more regional-specific terms may generate the kind of ambience the mean that we were not serious in our work). This gives flexibility to everybody and stimulates me and others to be more active.” - Trang Vietnam projects (information-sharing/knowledge sharing is possible and have been done in other countries.” - Trang • “The other highlight is the systematization documentation shared by Adrian and Vincent. The sharing showed me the way to do a participatory evaluation and capture an experience that can be shared to other project stakeholders or other IFAD projects. Oftentimes, evaluations are done by outside people and the local stakeholders are just of the findings. The systematization documentation brings to the fore the direct recipients participation of local stakeholders including beneficiaries even in the process of defining what to be evaluated. Congratulations to the project team that initiated such a tool and a process.” – Lando project stakeholders through ICT specifically the use of the internet. When Shalini asked us to share our arterial ICT project during our ENRAP 2 national workshop in the Philippines sometime in October 2005, I said there's nothing yet to show. The workshop gave me the confidence that other IFAD projects can visit us and probably learn the participatory process we did using a high end technology.” – Lando incomplete. Perhaps there was not enough one was left with to work on (back home) or bite into for future planning.” - Monica • If the workshop could last one or two more days, it would be better, because every discussion seemed to finish in a rush way.” - Jill facilitator aims for, by using these concepts.” - Monica • “Some homework may need to be done by the facilitator, others.” - Monica 37 Specific Actionable Recommendations Quotes Use a number of tools and techniques to keep the activity index high & maintain energy. • “The facilitation tools and techniques were well thought of and used. It Include a session or two on the basics of KM. • “Not everyone was on equal ground on KM basics – which could have been Hold a session where participants can share their project KM experiences and the challenges that they face. • “Before brainstorm or discussion, every participants had better be given a General Comments • “Certainly useful and a good learning piece, with connections to so many certainly helped to keep the activity index high & maintain energies, mostly. Also, certain key interventions of the facilitator helped the workshop stay on course.” - Monica • “The workshop facilitation was very creative, professional and wellprepared. The colours of the markers are pleasant and nice to look at.” – Trang taken care of by a couple of short sessions on key terms, unanimous understanding through participants’ perspectives. Leading to common grounding.” – Monica few minutes to briefly introduce what has been done in project knowledge management in his/her own project, and about what issues/challenges they are facing so that others can learn more from their introduction.” - Jill • “Also a OPEN HOUSE session where those interested could share about their KM/IM initiatives – this was done but to limited numbers only. Perhaps the first half of Day 1 could have been the whole group together, and then the break-outs.” – Monica people. Agenda can be fleshed out a bit more, for future!” - Monica • “The experience was terrific. Again, thank you and I look forward to another exchange in the very near future.” – Lando 38
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