PHASE I COMPLETION

PHASE II PLANNING

PHASE III INITIATION

OPERATIONS MANUAL

IERD TASKFORCE

INSTITUTE OF CULTURAL AFFAIRS INTERNATIONAL

JULY 24, 1983

IERD TASK FORCE 23, July, 1983

IERD MANUAL OUTLINE

I. The International Exposition Plenary Manual

A. The Ten Day Design 1

1. The Exposition Format 1

2. The Global Symposium 2

3. The Field Visit Workshops 3

4 The Closing Assembly 4

5. The Objectives and Aims 5

B. The Logistical Support 9

1. The Form of the Exhibit 9

2. The Technical Brief 10

3. The Official Carrier Statement 10

II. The Phase I Completion

A. The Documentation Process 11

1. The Process Outline 11

2. The Form 1: Preliminary Project Information 12

3. The Form 2: The Project Interview Information 14

4. The Form 3: The Project Directory Checklist 19

B. The RDS Format 6 20

C. The Delegations 21

1. The Delegation Participation Guidelines 21

2. The Delegation Orientation Seminar 22

III. The Communications Models

A. The Communications Manual (Under Separate Cover)

IV. The Financial Guidelines 23

A. The Five Steps To Funding 23

B. The Income Disbursement Rationale 26

V. The Organization Framework 27

A. The Co­Sponsor Briefs 27

B. The Supporting Organization Brief 28

VI. The Countdown Timeline 29

APPENDIX A: Finance Reports

APPENDIX B: Fifty Nations Coverage Strategy

APPENDIX C: Public Status Report

RATIONAL OBJECTIVES AND EXISTENTIAL AIMS FOR DELHI PLENARY
SYMPOSIUM
Rational Objective: To establish a perspective on the global trends in local rural development as they are reflected in the keystones of major arenas of service in communities; to see the broad outlines of what successful local development looks like; to describe a screen for what is working in local development worldwide.
Existential Aim: To experience the revelation of the corporate trends in the rise of a global movement in local rural development; to feel the depth of the common struggle to do local development; to decide anew how urgent local development is.












Exhibits Tour

Rational Objective: To present the diverse international features of local rural development in an impressive and informative means; to allow for maximum informal interchange among the delegates; to provide specific grounding for the Global Trends workshop.

Existential Aim: To allow delegates to experience the global implication of local rural development; to give delegates a sense of relatedness with local people from other parts of the world.

Global Trends Workshop

Rational Objective: To gain clarity on the global trends in local development in such arenas as health, education, etc; to give a global backdrop to local rural models and approaches that work.

Existential Aim: To have delegates experience the globality of trends that affect their local situation; to allow delegates to see the value of corporate methods early in the event.

Global Trends Plenary

Rational Objective: To bring focus to the trends discussed by the three major working groups.

Existential Aim: To give delegates a sense of the power of the total group and the historical significance of the IERD.

Keystones Workshop

Rational Objective: To discern the keystones in the several programme areas that are critical to the success of local rural development

Existential Aim: To give delegates a sense of responsibility for preparing the whole group for the field work experience.

Keystones Plenary Rational Objective: To provide a screen through which to examine the projects to be visited in the field work; to discern possible future directions in global local rural development.

Existential Aim: To release delegates to see that a focused approach to complexity is essential in rural strategy.

FIELD WORK

Rational Objective: To test the work done on keystones in the Symposium for applicability in actual projects in India; to clarify the keystones discerned in the symposium in Delhi; to see what is working in local development in India.

Existential Aim: To experience local development through the new glasses of the Symposium; to find out what other learnings are sparked by practical contact with other villages; to arouse concern about the urgency of local development .






Field Work Context

Rational Objective: To equip the teams for project visitation with introduction to screen through which evaluation will be done; to use field work manual and practice of configuration and transportation.

Existential Aim: To experience the relatedness of the field work visitation as the wave on which the symposium and assembly ride.

Local Context

Rational Objective: To inform the team of the schedule for the field work visitation and introduce then to the geo­social realities and specifics of the project site operation.

Existential Aim: To­welcome and enhance the team's readiness for participation in the project visitation.

Project Welcome and Group Tour

Rational Objective: To introduce the team to their first visual factual and spirit encounter with the project site.

Existential Aim: To honor the team's presence, enabling them to be open in the futu re evaluation of the project.

Village Meeting Rational Objective. To interface the villagers or project staff with the team in a sharing of the project history and development, operation, funding, staffing etc; team members sharing information or project they represent; summary of common experiences or learnings

Existential Aim: To experience the global relatedness of participating in local human development; sharpening of skills in evaluating a project through a structured dynamic of interchange.

Tour (Small Groups)

Rational Objective: To visit project site by units of 5­6 people; to look for arenas of convergence/divergence of keystones and future directions, to see how project integrates into the local situation.

Existential Aim: to experience the actual work of the project; the relationship of the people to the projects; and to hold conversations with project workers and villagers

Workshops

Rational Objective: To hold a series of workshops with. the village that reflect on keystones., discern learnings and project into future replicability

Existential Aim : To affirm the work being done; to experience the eventfulness of actuation and to create a story that points to future implications.

Debriefing Session Rational Objective. To debrief the field visit team before return to Delhi; to write a team report on learnings and to summarize the team's reflections.

Existential Aim: To allow experience by team of corporate debriefing, corporate reflection and writing, and victory of working as a team.

ASSEMBLY

Rational Objective: To draw the fieldwork of the Plenary together, to relate it to the keystones discerned in the symposium and to develop implications for global local rural development.

Existential Aim: To have the national delegations and steering committees experience creative leap in their imagination as they build phase III plans and approaches for their nation in light of their experience in the Plenary.

Joint Field Teams

Rational Objective: To review the happening, Of the field visits with two other field visit teams; to capture the immediate reflections in the field visits; to hear reports from three different teams.

Existential Aim: To experience their experience of what happened to them in the field visits; o get a more comprehensive picture of Indian projects; to locate which learnings are more important.

Common. Elements Workshop

Rational Objective: To discern the common elements in effective approaches to development as seen through projects in India; to pool learnings from all the project visits; to gather learnings according to the keystone programme areas.

Existential Aim: To get an image of what was learned about project programmes; to be excited about articulating wet has been seen and learned; to decide what the group has to say to the world about local development

Document Writing

Rational Objective: To put down in writing the findings of the Plenary; to create the form of the declaration to the work to be made from the Plenary; to outline the final document to be published from the IERD.

Existential Aim: To experience ,he power of corporate writing; to get a clear image of Phase III of IERD; to spell out the decision the plenary has reached about local development.

Phase III

Rational Objective: To give every national delegation an opportunity to work out the followup process for their nation; to provide a corporate experience in thinking through followup by continents; to apply and test learnings against their own local situations.







Existential Aim: To get an image of what they will do when they return home; to receive courage to use what they have learned with the greatest possible effectiveness; to create an intentional application of their learnings wherever they go.

Final Plenary

Rational Objective To hear reports on all the continental follow-up plans; to understand what effective approaches have been discussed; to articulate the vision for IERD follow through.

Existential Aim: To get an image of the impact from the 10 days around the world; to realize the significance of the event in Delhi; to deepen the corporate resolve to accelerate lo al development.


CELEBRATION IMAGES

Opening of the Plenary

Procession of delegations in national garb ­ banners.

Speeches (4 sectors)

welcoming (spheres)

Keynote address ­ possibly Indian

Honoring event, historically significant.

Tuesday (end of Symposium)

Tea on the lawn

7 ­ 9 p.m.

Classical Indian music

relaxed, sophisticated

Dinner at hotels after 9:00

Sunday night (Assembly)

Give to India to plan.

Images: dancing, involvement, action

Dinner?

Tuesday night (All Nations)

Cabaret - by continents

3 stages?

THE EXHIBITION IN DELHI

23 July 1983

FORM OF THE EXHIBIT

It is recommended that the exhibits in Delhi be composed of the following components:

  1. NATIONAL PANELS of equal size surround the plenary hall and create much of the decor for the hall. Each nation would have 1 panel of approximately 2 metre wide x 2 1/2 metre height with a common format. This format would be:
    1. Nation name
    2. Small mounted national flag
    3. A short profile of situation of that country in relationship to rural development
    4. Large photographs which highlight the projects exhibited in their project exhibits.

2. PROJECT EXHIBITS Assembled in national booths in a separate exhibit hall. Each project would have an identical sized panel with the following format:

a) Small global and national map locating the project

b) Aspects of the project identified on a programatic chart

c) Listed accomplishments of project with photo of each

d) Statement of the focus of the project

e) Visual chart of the scope of the project, including number of staff, initiation date, annual budget, number of people impacted, and funding sources.

f) Chart showing primary methods of the project

g) List of the key stones for the project

h) Additional panels would be added as required by each delegation for audio visuals.

ARCHITECTURE OF THE EXHIBIT

The "building block" of the exhibition will be a 1 metre wide by 28 metre high panel. These panels will be rented on a turn key basis (including set up and removal) in Delhi. National delegations will determine the size of their exhibit and report to Brussels. These booths will then be integrated into the architectural design of the exposition by our architects and the panel suppliers. Panels will include electrical outlets & lighting.

SHIPPING OF EXHIBITS

The delegations will then bring only their pictures, charts, and audio visual materials to Delhi,

Normally these can accompany them as part of their checked luggage and be documented at Delhi airport and noted in their passports for re exportation when the delegate leaves. This procedure is to be encouraged. Should a delegation have heavy bulky things to bring they can be airfreighted to Delhi along with proper import documents. The Delhi staff will clear them thru customs and store them until the exhibit set up time.

HOW BIG ARE THE EXHIRITS?

The questionnaire has suggested the following:

1. People are imaging their exhibit size by the number of participating projects in their delegation.

2. They have indicated they need about 24 ft2 (2\ M2) or 1 pane per project.

3. The ratio of projects to delegates is 0.6.

4. This would indicate an exhibition of approximately 400 exhibits.

TYPICAL EXHIBITS

The exhibition part of the Delhi Event could then be made up of components

like these:

Delegations should select the number of panels they will need for their

exhibit as well as a suggested shape and send this information to Brussels.

The rental cost for each panel is $35 for the duration of the exhibition

and is to be paid by the delegation in addition to the delegates fee.

AUDIO­VISUAL INFORMATION

1. Voltage in India is 240 volts 50 cycle alternating current (AC)

2. VHS and PAL system video tape recorder/players and TV sets are available at a rental cost of $90/day from private sources in India. Delegates may choose to bring their own equipment as part of their checked luggage.

3. Super 8. 16 mm, & 35 mm movie projection equipment is available for rental on a limited basis. Costs will be indicated at a later date.

4. Delegations wishing to rent equipment should contact the Brussels office.

AIR­INDIA

Air­India has been appointed as "Official Carrier " for the IERD. This is not a supporting organization relationship, but a business relationship. They will respond with services in direct relationship to the number of tickets we buy from them. Already they have shipped our India brochures and provided a ticket from India to the council for promotion purposes. Each of their offices have been contexted on the IERD and will contact your ICA office concerning travel of your delegation. Work out your travel arrangements and make your special requests (e.g. shipping of exhibit mat'ls) with their local office. Continents should try to consolidate their travel through a single air terminal to receive the best rates. Airlines normally provide a half­fare ticket with purchase of 10 tickets and a full­fare ticket with each 15. Please give Air India the opportunity to match all lower fares you may be offered. This is a beneficial relationship limited only by our creativity and willingness to use it.

IERD 22 July 1983

DOCUMENTATION PROCESS

AND DATA BASE REQUIREMENTS

The following schedule of documentation is intended to provide some clarity on the sequence of activities and the documentary tools available to create a data base catalogue of the projects exhibited at the Delhi Event.

STEPS

1. Broadening

National IERD

Participation

INTENT

to form a National Steering

to form a National Steering

Committee

to determine types of pro­

jects and interest

to extend invitations to

RDS events

TOOLS

­Form I

­Rural

Development

Symposium


2. Scheduling

Site Visits

to see the projects

nominated by the NSC

nominated by the NSC

to initiate documentation

process

­ to narrow project list to

those most likely to

participate in Delhi

event

­Form II

or

­Form III

3. Project

Description ,

Labs (PDL)

to have depth interview

with staff, community

and sponsoring organizations

to determine the project's primary contribution to the IERD

­ to produce project description document

to complete Form III for

project brief

­PDL Manual

­PDL Event

­Form III

The National Steering Committee is then ready to make a public announcement of the projects selected and begin the orientation process for the Delhi Event.

PROJECT BRIEFS (Form III) AND PROJECT DESCRIPTION LAB REPORTS SHOULD BE IN BRUSSELS BY NOVEMBER 1, 1983. (IN ENGLISH AND IN THE LOCAL LANGUAGE).

Duplicate copies of all forms and information should be kept by the originating nations.

Projects other than those selected for the Delhi event are included in the computerized data base and additional information can be put in at any time.

. IERD Documentation

Form l/ p. 1

RURAL DEVELOPMENT

PROJECT INFORMATION

INTERNATIONAL EXPOSITION OF RURAL DEVELOPMENT
1. NAME OF DEVELOPMENT PROJECT

2. PROJECT LOCATION (State, Region,

County, City) MAILING ADDRESS

3. NAME OF PROJECTSPONSOR

4. KEY PROJECT CONTACT PERSON

(Name & Title)

5. ADDRESS OF CONTACT

6. TELEPHONE: WORK ( )

HOME ( )


7. PLEASE INDICATE THE ARENA(S) OF FOCUS OF THIS PROJECT/COMMUNITY ORGANIZATION:

HUMAN RESOURCES DEVELOPMENT

_ NUTRITION

AGRICULTURAL DEVELOPMENT _CARE & PREVENTION OF DISEAS

CROP' PRODUCTION _EARLY CHILDHOOD EDUCATION

LIVESTOCK & POULTRY PRODUCTION _YOUTH EDUCATION

FOOD & FIBER PROCESSING _ADULT EDUCATION

MARKETING _TECHNICAL & JOB TRAINING

ECONOMIC DEVELOPMENT _FAMILY LIFE EDUCATION

SMALL BUSINESS _CULTURAL HERITAGE EDUCATION

_ELDERS

RESOURCE DEVELOPMENT _WOMEN

ENERGY CONSERVTION _LITERACY

POTABLE WATER

WASTE DISPOSAL

ENERGY IMPACT COMMUNITY DEVELOPMENT

ALTERNATIVE ENERGY PRODUCTION _HOUSING

_TRANSPORTATION

Other: (Please Describe) _COMMUNITY ORGANIZATION

& POLITICAL STRUCTURES

_COMMUNICATIONS

_BEAUTIFICATION

_INFRASTRUCTURE

_COMPREHENSIVE

8 . H0W MANY PEOPLE ARE INVOLVED OR AFFECTED BY THIS PROJECT?

LIST THE VARIETIES OF PEOPLE (AGE GROUPS, CULTURAL GROUPS, ETC.)

ESTIMATE THE TOTAL POPULATION OF THE GEOGRAPHY WHERE THIS PROJECT IS LOCATED:

How many local women, and in which age groups, are involved in this project? No. Percentage of total project population _ _%

Age: 60­80 _ % 40­60 _ % 20­40 _ % 0­20 _ %

Are women encouraged to participate?

Are they involved in the project planning team?

9. WHAT IS THE TOTAL NUMBER OF THE PROJECT

STAFF

HOW MANY ARE SALARIED? VOLUNTEERS

HOW MANY STAFF LIVE IN THE PROJECT AREA

10. APPROXIMATE ANNUAL BUDGET

11. SOURCE(S ) of FUNDING

12. WHAT OTHER RESOURCES DOES THE PROJECT DEPEND

ON?


13. WHAT IS THE PR0NLEM OR 0PPORTUNITY ADDRESSED BY THE PROJECT?

14. WHAT ARE THE 0BJECTIVES OF THIS PROJECT?

15.WHAT ARE THE ACTIVITIES OF THIS PROJECT?







15 .WHAT ARE THREE KEY ACCONPLISHMENTS OF THIS PROJECT?






17.WHAT HAS BEEN LEARNED THROUGH THIS PROJECT THAT SHOULD BE SHARED WITH ALL PEOPLE C0NCERNED WITH RURAL DEVELOPMENT?








18. PLEASE BRIEFLY DESCRIBE YOUR PROJECT AS YOU WOULD LIKE IT TO APPEAR IN A DIRECTORY OF SIMILAR PROJECTS FROM AROUND THE WORLD. (OBJECTIVES, KEY CONCERNS, ACCOMPLISHMENTS, POPULATIONS OR RESOURCES AFFECTED, ETC.) I00 ­ 150 words.PLEASE INCLUDE PHOTOS & NFWSPAPER ARTICLES ON YOUR PROJECT IF AVAILABLE.


















19. THIS PROJECT WAS INITIATED ON (DATE)___________ AND WILL BE COMPLETED ON _____

1. Name of Development Project 4. Key Project Contact Person (Name/Title)

2. Project Location flailing Address 5. Address of Contact

3. Name of Project Sponsor 6. Telephone: Work ( ) Home ( )

A. ISSUE SIGNIFICANCE

1. What is the important issue the project is out to address?

2. What is the urgency of the issue?

3. What are the signs that this issue is significantly being dealt with through the project?

4. How does the project coincide with national/global priorities?


B. PROJECT INCLUSIVENESS

1. How was the project initiated?

2. A. Who initiated the project? _________________

B. How many local people were involved in the initiation? ____________

3. How is the project structured organizationally?

4. A. Is the project focused upon a particular group? Please indicate one or more.

Whole community Men Youth

Women Elders Children

B. What other groups are significantly affected by the project? If so, how?

5. What is the ethnic, civic, cultural or economic focus?

6. Does the project bring any special benefit to women who are

a) unmarried mothers

b) agricultural producers

c) other (please describe)

If the answer to any of the above is 'yes' please state:

1) numbers involved 3) approach used

2) intent of the project 4) benefit realized

7. Does project evaluation monitor the effect of this project on women?

What actions are planned to counterbalance any harmful effects?

Address of the project Womens contact.



IERD Documentation Project­Information Form 2

F. REPLICATION POTENTIAL

1. In what direct ways has the project had an influence beyond the community?

2. How has the project indirectly affected the surrounding area?

3. Beyond the shortage of time, people and money, what are the difficulties most often encountered in achieving the project objectives?

4. What special skills, equipment, or resource requirements (ie. inputs) would be necessary for the replication of this project elsewhere?

­skills

­equipment

­resources

5. Where in your nation or the globe would this project be most replicable?



G. LOCAL APPROACHES

1. How do people talk about their past, the change that has occurred and the future of the project?

2. Is there a conscious cycle of planning, implementing, evaluating and redirection, and how does it work?

3. What methods and techniques have been used effectively in the project? Please check and then describe how the method worked in this project.

_ Feasibility methods __Implementation methods __Coordination methods

_ Research methods __Organizational methods _ Training methods

_ Planning methods __Motivational methods _ Funding methods

_ Evaluation methods _ Documentation methods _ Financial methods

_ Other _ Other _ Other


3

IERD Documentation Project Information Form 2

3. In what ways has the project improved the quality of life?

A. Health ­

B. Nutrition ­

C. Education ­

D. Environment ­

4. In what ways has the project strengthened the social fabric of the community?

A. Local decision making ­

B. Recovering cultural heritage ­

C. Facing future responsibility ­

D. Community pride and spirit ­

5. What new coalitions/partnerships have occurred because of the project?


E. FUTURE SUSTAINABILITY

1. To what extent must the project depend on outside financial sources? Indicate a percentage.

Local State Federal Private

2. In what ways is the project cost­effective?

3. A. How many people have received training because of the project?

B. What kinds of training have they received?

4. To continue the development which has happened;

­ what additional training must residents have?

­ what organization and structures must come into being or be strengthened?

­ what new funding base must be secured?



4

IERD Documentation Project Information Form 2

1. What organizations from the four sectors have supported the project?

PUBLIC (government) PRIVATE (companies) VOLUNTARY (groups) LOCAL (orgs.)

__________________ ___________________ ____________________ _____________________

__________________ ___________________ ____________________ _____________________

__________________ ___________________ ____________________ _____________________


C. LOCAL INVOLVEMEMT

1. A. How many people have been served by the project?

B. How many of the staff come from the local community?

2. During the life of the project, what have been the major shifts in the degree of local participation?

3. How have these shifts altered the design of the project?

4. In what ways do local people fund or otherwise assume responsibility for the project?

5. What are the current concerns related to local participation?

D. PROJECT RESULTS

1. What are specific accomplishments to date for each stated goal or objective?

OBJECTIVES/GOALS ACCOMPLISHMENTS

a. 1) 2)

b. 1) 2)

c. 1) 2)

2. In what ways has the project strengthened the local economy?

A. Number of jobs generated

B. Amount of money generated


4. What new methods have you discovered or developed that have been helpful?

5. What are the three innovative features to be shared about the approach used in this project?

A.

B.

C.

6. What name would you give to the APPROACH used in your project?

7. At which stage are you in program development/implementation or planning at this point in time?

8. Have there been changes in methods employed since inception of the project? If so, why were the changes made?

9. If there is a formal process of evaluation­ who is involved, what form does it take and what are the channels through which information flows?

10. What problems remain for the project to overcome and how do you expect to accomplish this?

11. What are the standards by which you measure success or failure?

THE PROJECT DIBECTORY CHECKLIST

CONTACT

Project Name ___________________ Initiation Date _________

Project Location _________________ Last Update ___________

Nation: _______ CAR: ________ Office: _________Project _________

Spon. Org:-_____________ Suprt.Org: __________________________

Contact: ______________________ Position: __________________

Address: ______________________ City/Code _________________

Telephone: RDS: _ Intrv: _ PDL _

PROGRAMME ARENAS

Agri Envir Organ Erly Trng Family Compre

Indv Infra Elder Youth Health Educ

Comrce Hsng Litrcy Women Techn Employ

Other

PROJECT TYPOLOGIES

Geography Stage Sponsorship Beneficiary Accessibility Support

Arid Demo Local Indiv Imedi Priv

Hi­Ag Expnsn NGO Group Interm Publ

Fringe Repletn Gov't Village Remote Volun

Other Other Priv Other Other Local

DOCUMENTATION FACTORS

BACKGROUND PRACTICAL LOCAL REPLICATION ADDITIONAL

DESCRIPTN ACCOMPLISHMENTS PARTICIPATION POTENTIAL INFORMATION

Perceivable Planning Training

Problem Results Process Components Literature/

Arena Brochures

Benefit Project Methods

Impact Initiation & Models

Project

Activities Community Management Extension Audio

Impact Skills Intent Visuals

RDS Approach Operational Technical Annual

Keystone Learnings Capacities Feasibility Reports

Relations

Lateral Local Financial

Influence Inputs Feasibility

Journey

Timeline Project Human Leadership External

Journey Factor Availability Evaluations

Specific Documentation of Women's Participation

AVAILABLE FORMS LOCATED AT

I______ II ______ III _______ OTHER _________

IERD RURAL DEVELOPMENT SYMPOSIUM July 21, 1983

Based on the Rural Development Symposium Manual from Brussels dated March 1983, and the addendum dated April 19, 1983, the following designs are recommended for a three session and a two­session Symposium.

THREE SESSION SYMPOSIUM

SESSION I:

A. Project Exhibits

B. Opening Address, or Concept Paper study or a Spin on Images and stories of global Rural Development

SESSION II:

  1. Project Review Reports
  1. The effective Indices and Key learnings paragraphs

SESSION III:

  1. The Documentation Screen
  1. The Closing Reflections Plenary

TWO SESSION SYMPOSIUM

SESSION I:

  1. The Opening Address, or Concept Paper (Using the IMAGE) or a spin on Images from other Global RDS
  2. Project Review Reports

DURING THE NOON INTERMISSION -- see project exhibits

  1. The Indices and Key Learnings
  1. 2. The Documentation Screen Testing

E. The Anticipated Directions Conversations.

The most important part of these designs are the sessions on Indices and Key Learning and the Documentation Screen.

IERD DELHI EVENT PARTICIPATION GUIDELINES - 22 July 1981

THE FOLLOWING GUIDELINES ARE TO ASSIST NATIONAL STEERING COMMMITTEES

A. NATIONAL DELEGATIONS

(1) These comprise the official delegates from each nation. NSC's should determine whether each national project to be exhibited in Delhi will be accompanied by delegates from that project, or whether some delegates will act as representatives of more than one project.

(2) It is hoped that the National delegations will be composed of persons in the following categories and approximate proportions:

GROUP I 20% GROUP II 80%

Experts Project residents

Senior Officials Local citizens

Policymakers/ Planners Local Practitioners

GAB members Field workers

NSC members NSC members

In GROUP II, project residents and local citizens should constitute not less than 50% of the total. It is also desirable that each delegation should contain one bilingual speaker (English/local language) for every 4­5 members.

(3) The symbolic effect of the attendance of women is crucial. Women should comprise not less than 33% of the National delegation.

(4) Projects relating primarily to youth, or to the elderly should, o£ course, be represented by persons in these age groups as well as those in other phases.

(5) The importance of the presence of the local residents or local citizens at the Delhi event cannot be overstressed. A substantial number of local people are already in a position to fill leadership roles on their return to their nations. Others, it is felt, will be so impacted by the Event that they too, will be able to play effective roles. At the least, their communication at the local level of what the Event has meant to them will have a powerful ripple effect in their own and neighboring communities. The Event, therefore, must be seen to he a declaration of the significance of the individual in the community at the grass­roots level; and it must give local leaders from many nations the opportunity to see themselves as acting on behalf of the globe within their own locales.

B. ATTENDANCE OF PERSONS OTHER THAN NATIONAL DELEGATES

(1) In considering the persons, other than national delegates, who will attend the Event, space is a primary consideration. It is expected that there will be 750 delegates plus approximately 130 additional persons (facilitators, enablement, etc.). The maximum space at the plenary meetings allows for 1000 (1200 at the opening event) but other designs will accommodate only 800 or 900. In addition to the .National delegates, organizations such as the Ford Foundation, the co­sponsors and International agencies will doubtless wish to send representatives. A significant representation by the Government of India is also anticipated.

(2) It is recommended that a minimum of one member of the local ICA staff from every resident nation sending a delegation, should attend the Event.

(3) The status of a ''non­participating observer" is thought not to be practical, in that in a participative event of this nature, it would be very difficult to distinguish between those who are entitled to speak and those who are not. Co­sponsors, government representatives and the like, referred to in B­(1) above, will be encouraged to participate actively.

(4) Only National delegates and people referred to in B-(1) and B­(2) will be encouraged to attend. Other persons, should they press to be allowed to come, should not be accepted for registration until all the National delegates have been selected (Dec '83 or Jan. '84)

C. FEES

All international delegates and persons referred to in B will be required to pay the delegate fee of $2000.

IERD Page 22

DELEGATE ORIENTATION SEMINAR

July 21, 1983

INTENT: To prepare delegates going to India Plenary event to be able to present their nation's story, individual project summary reports, exhibits, RDS findings and to explain the logistics of travel and accommodations. In addition, the Delegate Orientation Seminar should familiarize delegates with the process and procedures of the India Plenary event.

I. Welcome and Introductions

A. Timeline and outline of India Plenary event

B. Travel, logistics and accommodations

II. Delhi Event process and procedures

III. Participation preparation

A. RDS Document Study

1. Keystones and Learnings

2. Uniqueness as representative of our nation

B. Report Preparation Workshop

1. Project Report Study

2. Exhibits Review

3. Workshop on preparing the report or reports

4. Final presentation preparation

IERD FUNDING GROUP

FIVE STEPS IN FUNDING

INVOLVE THE STEERING COMMITTEE AND THE GAB . .

The key to funding is to get the national steering committee behind it. The more they believe in the budget, the more they will take responsibility for raising it. They may have a separate bank account for the IERD as in London or Canada, or IERD expenses may simply be noted separately on ICA books. The key to getting the involvement of the NSC in the US was a series of events in which the members of the NSC experienced that they were essential to the IERD happening locally, and they saw that it was possible for them to win at it. Fund­raising receptions and benefit dinners have become a key tactic for them. In the Netherlands, a steering committee member gave $5,000 seed money to begin the work of the NSC. They live out of the story that the Netherlands' participation in the IERD depends on them. The Japanese steering committee has taken charge of the funding plan, with corporations in Japan in a systematic fashion, and is getting access to funds to which the ICA would not have otherwise had access. In Mexico the steering committee was encouraged to see how they could raise the funds when they saw the budget broken down into manageable bites (several of which were the contributions of the NSC members). We are currently working out ways in different places around the world to use the influence of the GAB and the co­sponsors for entree to corporations, major foundations and government funding sources.

FUNDING PLANS

One of the keys to IERD funding is a good funding plan. The more the NSC participates in its creation, the more involved they will be in its implementation.

To create a funding plan, the group consensed on its planned activities for Phases I, II and III, costs them as accurately as possible, then begins to consider sources to cover the total coat. It is important to know not only who the possible donor sources are, but also how they function and who in the group has a personal contact in the organization, or knows someone who does. If no one does, put the organization on a "hold" list, and do not target an amount for it. As the funding work progresses, some one may turn up who can provide an introduction to the desired target.

Once sources have been targeted, a "guestimate" of the amount each one may be able to provide should be created for each target. The total of these estimates should be at least three times the amount needed, maybe up to five times as much, depending on the strength of the introduction and how well refined the story is.


The funding plan should be monitored by the whole group and revised regularly to reflect results achieved. Wall charts hold the picture before the group. Materials are created which tell the story in a manner appropriate to the local situation. Printed materials should also indicate the budget.

In addition to the foundational tactic of paying visits to people in their offices and writing proposals, experiments with a number of new tactics are taking place. These include securing tickets in­kind from airline companies to cover the travel portion of the budget, receptions hosted by a benefactress, help from an Indian ambassador in approaching other embassies, use of films, videos and slides, using co­sponsors and GAB members in funding events, and benefit dinners (please see report in council hand­outs).

GET YOUR FUND­RAISING MATERIALS TOGETHER

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Create a brochure that is tailored to tell the story of the local and national benefits of the IERD globally and the global benefits locally.

Create a simple statement of the purpose of the whole IERD from the point of view of your nation.

Create a development budget for your nation that includes all three phases of the IERD for use in public materials.

Make a clear statement of the relationship of your nation's budget to the global funding plan.

Build a dossier that includes descriptions of national and global supporting and co­sponsoring organisations.

As soon as delegates are chosen, include dossiers of their "approaches that work" in the dossier.

Gather letters of recommendation or copies of speeches in support of the IERD for inclusion in a presentation packet.

Make maximum use of the slide shows, videos, and press clippings available globally.

AGGRESSIVE MEDIA CAMPAIGN.

REFER TO COMMUNICATIONS MANUAL

Using the print and broadcast media is a flanking manoeuvre designed, among other things, to raise funds. When a local newspaper and/or radio station has publicized any aspect of the IERD programme, credibility is immediately established. Ways to get full use out of this for funding follow:

1. Design a 4­week media blitz which highlights activities taking place around IERD. (Think local coverage first national will follow). Use events like RDS, PDL, project visit blitz or the official announcement of the national delegation. Have multiple newspaper series, radio and TV public service announcements along with talk shows and posters. This will raise the public consciousness and create an environment favourable to a three­week development for national, local and/or delegate fees blitz on corporations, foundations and individuals.

2. NSC and GAB members may be used as third party to talk about why they are involved with the IERD. Their presence at a fund­raiser, guest speaker, RDS events and the like increase the interest of the media.

3. Intentionally seek people in the media field to be members of the NSC for purposes of using­their connections and skills.

4. Ask existing NSC/GAB for advice as to whom to contact for help.

5. Set up interviews with people in the field of media for advice.

6. Human interest stories are of great value, especially in the local print and broadcast media.

7. Have a private sector NSC member hold a luncheon for his or her business contacts and do an IERD presentation. Send out press releases for them.

INDIRECT FRAMING

Events such as the international RDS (see manual) held in New York and Washington, DC, where people who had worked internationally from the four sectors were present have resulted in new contacts amongst the participants.

The six­week guild series held in Washington about the IERD and approaches that work had similar results. Some countries have joined umbrella NGO organizations and attend conferences on topics related to rural development.

Again, the NSC and GAB can be useful in framing Boards of Directors and corporations. Cross­indexing many boards often reveals a ready network to work with for funding and new NSC members.

RECOMMENDATIONS FOR THE HANDLING OF IERD INCOME AND DISBURSEMENTS

In order to guard the ability to pay for the expenses related to Phase II, as they are needed before and during the Event, ALL DELEGATE FEES need to be sent to ICAI directly. These fees will be used only for Phase II expenditures .

NATIONAL FUNDING RECOMMENDATIONS

The collaborative nature of the National Steering Committees with ICA and the NSC's participation in creating the budgets suggests the system for handling IERD monies is of critical importance. The following are some guidelines that may be helpful in dealing with monies:

1. In many cases, the ICA is the most convenient account to use in order to assure charitable receipts. Therefore, an "ICA­IERD" account needs to be opened. Signers of cheques could be any two of three people, two of which are either ICA board members ant/or NSC members and the third ICA staff person.

2. Monies deposited to the IERD account would be:

1. Cheques made out to ICA­IERD.

2. Monies made out to ICA but designated by the donor for the IERD.

3. Rural Development Symposium sponsor's monies.

4. Funds raised by local Regional Steering Committees, either for local Steering Committee purposes or for National use.

3. Cheque requests would be made out giving rationale for usage of the funds (i.e. turn­around monies raised for travel etc. ) . These requests would be sent to the Central Office, and subject to the availability of funds, the "authorizing committee" (comprised of 4 people, ICA staff and NSC member) would give a recommendation for disbursements at that time. Each nationally built budget would provide the context for decision making.

4. Upon agreement, cheques for the agreed amounts would be issues, signed and sent to the requesters.

5. Where there are regional subcommittees, who are deciding their own level of activity, money raised for local program (RDS) costs can be turned around in the system without any invoicing requirements.

APPENDIX A

THE INTERESTS AND RESOURSES OF THE UN SPONSORS/SUPPORTING ORGANIZATIONS

COSPONSORS

. UNDP ( United Nations Development Programme. HQ;NY ) works with 150 governments and 26 international agencies to promote development in rural and urban areas. It provides financial and technical support to 3500 projects. It coordinates the field work of other UN agencies, including the UNFPA.

. UNFPA ( Fund for Population Activities. HQ;NY ) aids the formulation and implementation of population policies in developing countries. It is concerned with the status of women and has programmes to promote social justice through participation in development by women, children, youth and the aged ­ particularly in the poorest areas of the world.

. UNICEF ( The UN Children's Fund. HQ NY ) covers all development activities affecting the welfare of children. There is some emphasis on health [including infant nutrition, drinking water, sanitation) and education. Related services to mother and community groups are promoted.

POSSIBLE COSPONSORS

. WHO ( World Health Organization. HQ;Geneva ) is concerned with primary health care, medical technology relating to Third Word problems,. It is concerned with socio­economic infrastructure at the local level, and to work cross­sectorally ( cf. our four sector approach ). STATUS: approached, almost finalized.

. ILO ( International Labour Organization. HQ;Geneva ) was originally set up ­ pre­UN ­ to introduce international standards aimed at protecting employees from predatory employers. It is the only UN agency which is tripartite is its mode of operation; the three sectors involved being government, employers and employees. The ILO is concerned with human resource development; more recently in the rural, and with some emphasis on women. STATUS: not yet approached.

POSSIBLE INTERNATIONAL SUPPORTING ORGANIZATIONS

. IFAD ( International Fund for Agricultural Development. HQ;Rome ) is substantially supported by the Organization of Petroleum Exporting State (OPEC). Its emphasis is on rural credit. STATUS: approached.

. FAO (Food and Agriculture Organization. HQ;Rome) is the lead UN organization on rural development. Previously its activities had a technological bias. Now it promotes comprehensive development, institution building at the local level, and peoples' participation. STATUS: The ICAI has been offered by the Director­General formal 'liaison status', under which we shall be invited to be represented at FAO meetings at which matters of mutual concern are discussed, and be given other privileges. The official status will be effective from the date of our affirmative reply.

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SUPPORTING ORGANIZATIONS

1. Up to now Supporting Organizations have been perceived as government agencies, NGOs, service clubs, business corporations and associations which ­ at the national level ­ would be willing to put resources behind the country's preparation for the Exposition; and to allow their names to be listed as supporters.

2. We now propose a change. In future there will be two categories of Supporting Organization as defined below. Supporting­Organizations would be enrolled on specific invitation, and be prepared to have their names lisle as such in our promotional material. Their support should apply to Phases 1,2 or 3. They are: . International Supporting Organizations and . National Supporting Organizations.

INTERNATIONAL SUPPORTING ORGANIZATIONS

3. First, quite specific organizations who would broaden the base of our authorization and support; and who would provide access to specific networks and expertise. Namely:

IFAD, FAO, UNESCO, UNU, International Institute for Environment and Development . University of the West Indies, German Foundation for International Development

4. Secondly, any organization, from any sector, giving substantial resource support that is relevant to IERD activities in more than one country . For example, CIDA, DANIDA, NORAD, SIDA, foundations, service clubs headquarters), major universities, regional development banks, INGOs, multinational corporations, international banks, research organizations.

NATIONAL SUPPORTING ORGANIZATIGNS

5. Similar to para 4 above, these will consist of any organization, in any sector, which is willing to provide substantial resources to promote any phase of the Exposition.

ADMINISTRATION

6. As in the case of members of the Global Advisory Board, the enrollment of International Supporting Organizations will be coordinated through Brussels. With National Supporting Organizations the procedure will be analagous with the NSC.

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