Moving forwards with partcipatory monitoring and evaluation
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Part 1 (1997): If development means good change, questions arise about what is good, and what sorts of change matter. Answers can be personally defined and redefined. The changing words, meanings and concepts of development discourse both reflect and influence what is done. The realities of the powerful tend to dominate. Drawing on experience with participatory approaches and methods which enable poor and marginalised people to express their realities, responsible well-being is proposed as a central concept for a development agenda. This links with capabilities and livelihoods, and is based on equity and sustainability as principles. The primacy of personal actions and non-actions in development points to the need for a pedagogy for the non- oppressed. This includes self-critical awareness, thinking through the effects of actions, and enabling those with power and wealth to experience being better off with less. Others are invited and encouraged to reflect, improve on this analysis, and write their own agenda.|Part 2 (2004): Since 1997, the polarisation of power and wealth in the world has become even more extreme. The personal dimension is central in mediating every big issue but continues to be relatively neglected. Words and concepts used in development have remained potent. Social capital and sustainable livelihoods have met needs in powerful organisations and have been widely adopted and influential. Responsible well-being, pointing to individual agency, has languished at the same time as the scope for action and impact has been enhanced by growing interconnectedness. The methodologies proposed earlier are needed more than ever. So are new lines of thinking: to complement rights of the poorer and weaker with obligations of the richer and more powerful, worldwide and between all levels; to recognise power and relationships as central issues; to integrate institutional and personal change; to ground pro-poor policies and practice in realism; to think for oneself and take responsibility; to choose words and identify priorities personally; and to seek guidance by reflecting on what a poor person would wish one to do.|Author's summary
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This paper goes beyond conceptual debates to explore country level practice around emergent rightsbased approaches to development, and their relationship with more established practices of participatory development. Drawing from the perspectives of a cross-section of Kenyan civil society groups, the paper examines the extent to which these approaches overlap, and evaluates the prospects for an integrated and sustained approach to civil societyÆs questioning of institutional arrangements that foster unequal relations.|Current trends suggest a gradual closing of the chasm between the practice of participatory community development and the practice of rights advocacy: community development NGOs are taking more seriously the notion of peopleÆs rights and entitlements as the starting point for their work, and the need for greater engagement with macro-level political institutions to build accountability; rights advocacy NGOs are responding to demands for active and meaningful participation of marginalised groups in shaping a rights advocacy agenda that is genuinely rooted in communities; and community-based networks are looking inward to ensure internal legitimacy, inclusiveness and non-discrimination. These trends hold promise for an integrated and sustained approach that is potentially more effective in Kenya's new political climate characterised by stronger demands for accountability at different levels. The paper concludes with suggestions on how these emerging trends can be strengthened.
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This publication reports on development, outcomes and experiences of the Mexican Regional Sustainable Development Programme (PRODERS) developed and implemented by the Mexican ministry of environment, natural resources and fisheries between 1996 and 2000. This programme was designed as the anchor point for MexicoÆs sustainable development policy, and was founded on the principles of participation, decentralisation and integrated development. Participatory policy analysis was used to understand the successes and shortcomings of institutionalising participatory approaches in government and civil society organisations working at the local, regional and national level. While PRODERS failed to live up to expectations, the experience raises some interesting lessons that implementing a national public policy of sustainable development and participation: implementation at the regional level helps create visions and alliances, as well as spaces for regional debate and planning; strategies for coordinating different departments and ministries for integrated and inter-sectoral institutional activities are essential; efforts must be made to change the attitudes and behaviour of those responsible within public and social sector institutions; the personal experiences and background of the team involved in policy-making, institutional change or organisational learning are critical: field-based, participatory practical experience is indispensable; and the different scales of decision-making and management must be linked and anchored at the regional level; and community transformation needs to be linked with an institution at the regional level for decision-making and management, set within a framework of national coordination.
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As part of the 50th issue of PLA Notes, this article provides an introductory overview of both critical reflections as well as future directions of participatory learning and action. The articles compiled in the 50th edition speak from personal analyses and experiences. This article describes the process and products of a writeshop, held at IDS, where the participants came up with a timeline of participatory development based on their experiences. The main themes identified then formed the basis for the articles in this special issue of PLA Notes, including literacy, adult education and empowerment; participatory communications; sexual and reproductive health and well-being; gender and development; children's participation; agriculture, livestock and fisheries; people-centred approaches for natural resource management; urban participatory development; participation and well-being; monitoring and evaluation; advocacy, citizenship and rights; participatory processes in the North; governance and democracy; and critical reflections from practice. Several crosscutting themes also emerged, such as the evolution or participatory discourse; sharing learning and best practice between the South and the North; recognizing the political significance of participation, democratization and issues of power; scaling-up and institutionalizing participatory approaches; the continuing importance of critical reflection and participatory monitoring and evaluation; and the links between working at the local, national and international levels. After identifying these themes, the article goes on to briefly introduce and summarise each of the articles in this special issue. The article concludes with a hope that readers of PLA Notes continue to send in critical reflections and examples of innovations and best practices.
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In this reflective article, as part of the special 50th issue of PLA Notes, Robert Chambers recalls the milestones and breakthroughs in the evolution of participation. He comments that many of the innovations are occurring everyday in workshops and practices in the South, but sadly this is not represented in the literature which tends to be dominated by Northern writers. The author echoes the request from the very first edition of RRA Notes (which has since become PLA Notes), calling for people to write in with stories, innovations, reflections from the field, spelling mistakes and all, to help amplify the voices of those working at the cutting edge of participatory approaches in practice. The author reflects on what we have learnt during the evolution of participation, including they can do it; difference matters; PRA approaches and methods can open up hidden and sensitive subjects; behaviour, attitudes and good facilitation matter more than methods; methodological pluralism works best; the importance of combining practice and critique; scale with quality needs commitment, continuity and congruence; institutional change is a progression and an art; and that participatory professionalism challenges power. The article concludes by looking at where we are now, and we are going, particularly focusing on the dimensions of power and the necessity of transforming power from above as well as from below. This includes looking at approaches and curricula in training and education as well as looking at change and transformation at the personal as well as institutional level.
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As part of the special issue of PLA Notes, this article looks at the evolution of the Reflect program pioneered by the INGO ActionAid. Looking back at an issue of PLA Notes on participation, literacy and empowerment in 1998, the authors look at the Reflect approach and its historical links with PRA. The Reflect program began as a fusion of Paulo Freire's theoretical framework on the politics of literacy with the participatory methodologies developed by PRA practitioners. The Reflect approach has now spread through the work of at least 350 different organizations in more than 60 countries, and this article looks at the key moments in the continuing evolution. Some of the main issues addressed in the article include Reflect as a political process; creating democratic spaces; intensive and extensive processes and building from existing experiences; the importance of integrating reflection and action; the role and use of participatory tools; power analysis; coherence; and processes of self-organisation. The authors also look at future directions for Reflect, such as the integration of Reflect with the Stepping Stones approach (a participatory adult education program to address gender relations and HIV/AIDS prevention) to create STAR; linking Reflect to governance and accountability; Reflect and information communication technologies; reflect within institutions and applying Reflect to ourselves.
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In an article for the special 50th edition of PLA Notes, the author provides a case study of the work in participation, communication and change in Nigeria, in the context of Theatre For Development (TFD). The author looks at the use of the performance arts to facilitate collaborative development through the use of accessible communication strategies. The article explores the difficulty of communication, acknowledging the likely differences in perceptions, understandings and power relations of the participants involved, particularly when the aim is to promote change. The overall role of popular and collaborative communications in development is presented as about developing understanding and meanings of the phenomena that underpin our everyday lives. The article concludes by suggesting that the manner and structure of popular communication for change must therefore respond to the context in which the work is taking place; for it is determined by the nature of the society, community and target groups in which one is working.
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This article, as part of the special 50th issue of PLA Notes, highlights some of the learning that has been gained from discourse and practice relating to young people's participation and how it might be integrated into the broader development field. The article links background and theoretical ideas to practical learning and application in the field. Citing examples such as the Soweto uprising and the Palestinian Intifada, the authors look at young people's potential for political action. They argue that a rich collection of participatory techniques has accumulated and many successful examples of practice demonstrate how young people's competence, creativity and sense of fairness can be channelled in constructive ways if they are given roles in shaping their communities. The challenge facing this field appears to be institutionalizing young peoples' participation otherwise successful examples with remain as random acts of excellence. The authors suggest that the best projects with children and young people have shown a concern for human rights, ethics, clear communication, and capacity building that can provide models for good practice with all ages, calling for processes that are fun and engaging, transparent and action-oriented. The authors conclude that one of the ways forward for building capacity and integrating children's participation into development policies and processes is to include child and age sensitivity in mainstream training programmes. Some examples given, recognizing the need for special ethical considerations relating to the protection of children, relate to rights-based approaches, participatory processes, gender, poverty and social exclusion, project management process, and monitoring and evaluation.
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In this article, as part of the 50th issue of PLA Notes, the authors look at the distinct but interconnected areas of participation and transformation. They explore how these processes can be brought together to shift the deeply embedded forces of power and social exclusion. The authors also explore how the language and practices of rights and advocacy can contribute to the effort, and how practitioners can best engage with rights-based approaches to development. The article provides a summary of some key insights that have emerged from the collective efforts of many people and organizations. Some of the key lessons emerging include the importance of understanding power, exclusion and social change; the need to think through strategy and vision before methods and tools; the value of drawing from diverse traditions; integrating work on human rights and development needs; working with multiple actors and building knowledge and awareness; accountability; and the need for time and patience to rights and advocacy work to affect meaningful change. In conclusion, the authors identify several challenges ahead, such as misuse or non-reflective use of participatory methods; dimensions of power and professional dominance; the need to strengthen community-based organisations while also looking beyond the local to the public sector; issues of donor dependency; and finally, dimensions of individual learning and change.
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This article, as part of the special 50th edition of PLA Notes, looks at specific tools and methods used by an alliance of three organisations in India that are engaged in initiatives to reduce urban poverty. The organisations are the National Slum Dwellers Federation (NSDF), Mahila Milan (savings cooperatives formed by women slum and pavement dwellers) and the Indian NGO SPARC. The article provides a background of the development of the tools and methods used by these organisations over the last 20 years, which are then linked to empowerment, learning and transformation: Poor people know what their problems are and generally have good ideas regarding what solutions they want. But they lack the resources or capacities to demonstrate that they can produce a solution. So the federations support their members to try out solutions in what can be termed a learning cycle. Some of the tools and methods covered in the article include savings and credit, mapping, surveys, community exchanges and house modelling. The author also describes how the Alliance (the grouping of the 3 organisations) works differently from other NGOs whose strategies tend to be about lobbying and advocating directly for change. Instead, the Alliance focuses on setting precedents and using these precedents to negotiate for changes in policies and practices. As a case study of this approach, the article describes the use of community toilet initiatives. Some of the outcomes include bringing communities together, expanding livelihood options for the participants (who gain useful skills and experiences from building the toilets), strengthening relations with municipal authorities, changing national policies, and enabling spaces for communities to learn. The article concludes with three overarching implication for change processes initiated in the community by the toilet projects, arguing that the poor make ideal partners in the projects and that the projects themselves need to be community managed and controlled. These are: organisation for empowerment; community-based problem solving; and learning to negotiate with city and state governments and other groups.