Case Study
The Portuguese Approach
Developing a methodological framework for developing
Local and Regional Plans for Social Inclusion
Alexandra Amorim
Portugal
INSTITUTE OF SOCIAL SECURITY
Ministry of Labour and Social Solidariaty
1st PEER REVIEW
Prague, 8th-11th February 2006
Summary
1- NAPIncl  National Process
2- NAPIncl  Participation Project
(2003-05)
3- Social Network Programme
4- LAP’s / RAP’S Project  Portuguese
Approach
2
NAPincl Process
Coordination and
Follow-up Structures
Participation
Structures
NAPincl Interministerial
Commission
Civil Society
Ministry Working Group
Social Inclusion
Strategy
Social Partners
NGO Forum
Technical Team
Monitoring / Evaluation
Information System
Participation Project
3
NAPInclParticipation Project
Aim
Mobilising all relevant actors
(4th Common Objective)
Main Measures





Strengthening the NAPincl Interministerial
Commission
Improving the social partners participation (Council
for Economic and Social Cooperation)
Setting up the NAPincl NGO’s Forum
Developing Activate Participation Project (EAPN
Portugal)
Fostering the participation at local level
4
Participation at local level
3 Strategic Steps towards Local Level
1.
The plan was presented and discussed in 9
Public Sessions across the country with local
organizations in partnership with the
Portuguese EAPN  between March-April 2004
2.
7 Local Workshops (2 days work between JulDec 2004) were organised to debate the Plan
3.
National Seminar
5
Participation at local level
Geographical and administrative context

18 districts

278 municipalities

4047 parishes

5 territorial units (statistic
and planning issues)
6
Participation at local level 
Local Workshops
Famalicão
Macedo de
Cavaleiros
Oliveira do
Bairro
Peniche
Cascais
Reguengos
de Monsaraz
Portimão
7
Participation at local level
Local Workshops
Purpose
Deepen the NAP’ inclusion knowledge and establish
forms producing measures and social policies
integrated at local level
Main objective
Experience solutions to produce and implement
integrated social inclusion measures
8
Participation at local level
Local Workshops
Methodology
Participative methodology – Nominal Group
Technique


small working groups, representing cross-cutting
issues (education, employment, social security, helth,
ONG, and others)

guided through a limited set of questions

aiming to produce a social diagnosis, strategic
objectives and structural projects for the region or
district on:
 vulnerable groups
 vulnerabilities and problems

In the framework of the Social Network Programme
9
Participation at local level
Workshops Process
Diagnosis
Strategic
Objectives
Strutural
Projects
Vulnerable groups
Vulnerabilities and problems
Outcomes
NAPincl
Interministerial
Commission
10
Social Network Programme

An instrument to fight poverty and social
exclusion

Launched in the beginning of 2000 in 41
pilot municipalities

Today there are 275 municipalities with
Social Network (out off 278)
11
Social Network Programme
Purpose

Promotion of the local and social development

Development of partnership structures

Introduction of participated strategic planning
12
Social Network Programme
Objectives
1.
Implementation of participated planning processes
2.
Development of integrated projects at municipalities
and parishes
3.
Development of solutions for problems/ needs of
families and persons
4.
Promotion of adequate delivery of services and
equipments in those municipalities
5.
Dissemination of knowledge concerning the
municipalities realities
13
Social Network Programme
Methodological Approach
Municipalities (at a local level) accomplish the following
actions:

Constitution of a Local Social Action Committee (CLAS)

Dynamization of Actions of Social Parish Councils (CSF)

Internal Regulation

Social Diagnosis


Social Development Plan (3-5 years) and Action Plans
(1 year)
Information System
14
Social Network Programme
Innovator and Positive Contributes

Definition of intervention priorities in the
municipalities

Partnerships agreement on common goals to
set up coherent strategies of intervention
15
LAP’s / RAP’S Project 
Portuguese Approach
National level
NAPincl
Central Administration
Sectorial Policies
Social Partners
NGO Fórum
Local Administration
Local Authorities
Local level
Social Development Plan
Social Network
NGO
16
LAP’s / RAP’S Project 
Portuguese Approach
National level
NAPIncl
Central Administration
Mainstreaming
Social
Inclusion
Social Partners
Supra-Municipality Structures
FARO
Local level
Social Development Plan Social
Network
NGO Forum
Local Administration
Local Authorities
NGO
17