WISE Development Ltd

WISE Development Ltd

Examples of Assignments undertaken by WISE Associates since 2000:

ECONOMIC DEVELOPMENT: includes private sector development (PSD), SME and entrepreneurship development, trade and market issues, sustainable livelihoods, micro finance, fair trade, agribusiness, business development & support services (BDS)

Country /

type of work

Agency & date

Description

* Under-taken by

Sub-Saharan Africa

Tanzania

Govt of Tanzania; BEST programme

Feb 2008

Development of M&E framework for second phase of BEST programme

Tanzania

Govt of Tanzania; BEST programme

Sept-Oct 2007

Screening of BEST business environment programme from gender perspective for integration into programme strategy and M&E system

Ethiopia & Kenya (pilots for global application)

Gender & Value Chains

ILO

Jan – April 2007

Continuation of work for ILO Oct-Nov 2005 on developing a Guide for integrating gender in Value Chains Analysis; now piloting the guide in two SSA countries, reviewing and finalising for global application.

Port Sudan

Programme Evaluation

Micro Finance Institution

April 2006

Evaluation of “Learning for Empowerment Against Poverty” programme for women’s empowerment through micro-finance in Port Sudan.

Benin & Burkina Faso

Writing a participatory methods manual

Partenariat du Developpement Municipal

March - Aug 2006

Participatory Methods for Local Economic Development for Partenariat du Developpement Municipal, Benin helping to write a Manual for increasing participation in local economic development planning.

Tanzania

Programme evaluation

CARE Tanzania

Oct-Nov 2005

Evaluating and documenting lessons learnt from two livelihood programmes in Mwanza District.

Malawi

Programme lesson learning

CARE Malawi

July – Aug 2005

July/Aug 2005: CARE Malawi – Documenting lessons learnt from Livelihood Security Programme for contributing to design of subsequent phase of programme focusing on livelihoods of PLWHA.

Tanzania

Masters Programme in Entrepreneurship

University of Dar es Salaam

June 2005 - ongoing

Member of an international team designing and delivering a masters programme aimed at developing change agents amongst the enterprise sector in Tanzania.

Uganda

Programme Evaluation

HIVOS / Kabarole Research & Resource Centre

May – June 2005

Evaluation of MF programme with recommendations on ways forward to increase financial sustainability and member benefits, including further development of the Participatory Action Learning System (PALS) methodology.

Uganda

Developing M&E Strategy

DFID / Government of Uganda

Nov 2004

Review of Government of Uganda’s Medium Term Competitiveness Strategy Monitoring and Evaluation Framework, consultation on same with stakeholders, making recommendations for it’s improvement and implementation

Malawi

Research into routes out of poverty

CARE Malawi

Nov 2003;

Feb-June 2004

“Economic Pathways”- research into impacts of the recent food emergency in Malawi and potential routes out of poverty for very poor people eg via public works & other safety net programmes (CARE International, as part of Southern Africa-wide study funded by Gates Foundation).

Sudan

Programme design, advice and monitoring

NOVIB

April 2003 - 2007

Learning For Empowerment Against Poverty (LEAP):

To design, advise and monitor the LEAP project for poverty-targeted micro-finance and Women's Centres aiming to empower of very poor women in Port Sudan. Included training material for empowerment, organizational development, client assessment and impact assessment, web design, fundraising and workshop facilitation.

Tanzania

Performance Evaluation of Entrepreneurship Centre

Dutch Government & University of Dar es Salaam

Jan 2004

Head of a research team evaluating the impact and performance of University Entrepreneurship Centre in Tanzania. This was 4-year programme looking at institution capacity building for the development of entrepreneurship-related support services for university and private sector markets. The report had strategic recommendations to Nuffic (the Dutch Government) as to their future role in supporting Higher Education programmes in Africa.

Malawi

Programme Appraisal

DFID Malawi

Jan 2004

Social Development Consultant in Appraisal team reviewing proposed programme for development of market and trading opportunities for groundnuts and other cash crops.

South Africa

Programme review and design of further stages

CARE Lesotho & South Africa

Feb – Sept 2003

LEAP (Local Economic Analysis to Promote demand driven enterprise development):-

i) Feb-March 2003: Strategic Review of LEAP

ii) June 2003: Drafting programme proposal for submission to USAID for funding

iii) Sept 2003: Concluding impact assessment and analysis of lessons learnt from pilot phase of LEAP for programme scale-up; design LEAP Phase 2

Zambia

Policy review

DFID Zambia

Jan-Feb 2003

Social development consultant / team leader for review and assessment of socio-economic impact of government policies for promotion of commercial agriculture on rural poor & other vulnerable groups

Malawi

Longitudinal M&E, and impact assessment

Traidcraft (UK) and DFID Malawi

2001 - 2006

Team leader of a research team working with two enterprise development organisations in Malawi looking at the impact of their work on poverty and poor people over a four year period. A longitudinal study with intermediary results contributing to adaptation of existing services and development of new services.

Malawi

Design impact assessment

Concern Universal

Nov 2002

CU Micro-finance Organisation (CUMO): design of client-participatory socio-economic impact assessment system

Angola

Programme Case Study & Evaluation

One World Action

Feb – April 2002

Microfinance and urban poverty reduction: the Sustainable Livelihoods Project, Angola:

Evaluation for Development Workshop, and to write a case study of the programme

Zambia

Gender mainstreaming

CARE Zambia

Feb – March 2002

Research into institutionalisation of gender supportive policies and practices in CARE Zambia’s economic activity development programmes

Tanzania, Ethiopia and Zambia

ILO Geneva & Irish Aid

Dec 2001 – April 2003

Senior consultant /joint team leader for a three country, 18 month action research programme looking at the role and relevance of gender for enterprise development and job creation in Ethiopia, Zambia and Tanzania. Included practical recommendations, and already the Tanzanian Government have integrated gender issues into their new Small Enterprise Policy, which includes financial reform and introduced new business services.

Eritrea and Mauritania

Social assessment of desert locust control programme

DFID / OPM

Dec 2001 – Feb 2002

Carried out social research into the effects of the desert locust on poor farmers in order to provide an assessment of the benefits of a global desert locust control programme. Using participatory methodologies, held discussions with poor farmers in areas affected by the desert locust, as well as relevant government stakeholders.

Malawi

Programme Impact Assessment

CARE Malawi

Sept / Oct 2001

Impact Assessment of CARE’s CRIMP programme involving analyses of impacts on household livelihood strategies through participatory monitoring, evaluation and learning methodologies.

South Africa

Design of training programme for business counsellors

CARE & Mineworkers Development Agency

Feb 2001

Design of Enterprise Development component in CARE's Household Livelihood Strategy, then training in same with MDA's Business Trainers & Counsellors: CARE International & Mineworkers Development Agency (South Africa)

Zambia

Scoping mission

DFID

April 2000

April 2000: Scoping mission to assess potential to support local agencies involved in urban livelihoods in Zambia Copperbelt region where large scale retrenchment is taking place in copper mining industry (DFID-CA)

South Africa

Gender appraisal; programme impact assessment & OD review

Mineworkers Development Agency (MDA) &

DFID-SA

1998 - 2000

i) Gender Appraisal (Nov/Dec 1998)

ii) Mid-term Project Review and Evaluation of MDA’s rural enterprise training and enterprise development programme (Sept/Oct 1999)

iii) Facilitation of programme design for MDA’s Phase II funding, including logical framework, support for strategic and financial planning with MDA management, staff and board members. (Jan/Mar 2000)

iv) Impact Assessment of MDA’s Training and Enterprise Development Strategy (Feb/Mar 2000)

v) Organisational Review of MDA’s Head Office Units (March/April 2000)

South Africa

Impact assessment

DFID

May/June 2000

& May 2001

May/June 2000; with follow-up training workshops May 2001: Development of baseline indicators and data collection methods for ongoing social impact study of the national Small Business Development Project (comprising 5 NGO’s providing enterprise training and support services across South Africa.)

Central, South and South East Asia

Nepal

Micro-finance for women’s empowerment

Society for Partners in Development, Kathmandu

Jan 2007

Co-facilitating a workshop on Micro-Finance for Women’s Empowerment, and contributing to design of an IFAD project.

India

Development of best practice and information resource

Levi Strauss Foundation

May – Dec 2006

Gender and micro-finance in India: forthcoming website and workshop facilitation; documentation to facilitate exchange of best practice in India on gender and micro-finance to develop a strong South Asia network and internet resource for information exchange and as an input to the Micro Credit Summit + 10.

Bangladesh

Strategic review & learning exercise

CARE Bangladesh

Feb 2006

To conduct a strategic review and reflective learning exercise with a livelihoods project that will contribute to design of a new livelihoods programme targeted at ultra poor (urban & rural).

Pakistan

Design of training courses in micro finance for women’s empowerment

Aga Khan Foundation Canada, and Pakistan Microfinance Network

To design two Powerpoint-based training courses for t Pakistan Micro-finance Network and other organizations in gender issues in micro-finance and innovations to make micro-finance more empowering for women; to write the training Manuals for CD-Rom including multimedia content; to conduct pilot trainings and one training of trainers; to design web material based on the training.

Central Asia

Analysis of socio-economic changes in region

DFID / ERM

Dec 2003

Rural and Urban Change Processes in Central Asia:

provided an analysis of significant changes occurring in the region in labour markets and investment patterns, livelihood diversification, urbanisation patterns, rural-urban linkages and related social and political changes.

Bangladesh

Social development support to agricultural reform project

DFID / HTS

Feb – March 2002

Supported the national Social Development Consultant in an understanding of the key social development issues relevant to the project and identifying areas for prioritisation. Offered recommendations for appropriate entry points through which to mainstream social development themes throughout project components.

India

Development of training manual

CARE India

Jan – May 2002

Microfinance for Women's Empowerment Training:

Training and Manual funded by CARE-India. Facilitated three training workshops in India on methodologies for women's empowerment through micro-finance groups and developed a Manual based on the workshop outcomes.

India

Sustainable Learning for Women’s Empowerment

PRADAN / ICCO

Sept 2001 – March 2002

Facilitated a conference on participatory learning systems for women's empowerment and enterprise development. Produced overview documentation and edited a book of papers based on the proceedings.

Philippines

Appraisal of Fair Trade Agency

Traidcraft / DFID

2001, 2003 & 2006

Appraisal of a Fair trade based business support agency based in Manila and covering all Philippines. The work involved helping the agency’s team to review their strategy and develop a 5 year action plan

Nepal

Ongoing review of 7-year rural access programme

DFID / WSP Ltd

2000 - current

A senior enterprise consultant with a multidisciplinary team (led by WSP Ltd) working on a seven year rural access programme where I advise on the integration of enterprise development activities into the programme.

India

Design of business services for SMEs

SIDBI

2000

Small Industries Development Bank of India - working with bankers from SIDBI to develop complementary business development services for MSES alongside their financial products

Central & Eastern Europe, including transition economies & Former Soviet Union Republics

Ukraine

Training in M&E and impact assessment

DFID

March 2004

Training course in basic monitoring and evaluation, and impact assessment techniques for DFID’s programme partners in private sector development

Ukraine

Programme Impact Assessment

DFID

May 2002 – Dec 2004

Socio-Economic Impact Assessment of DFID Ukraine’s projects in the Private Sector Development Programme:

Kyrgyzstan

Design of socio economic assessment

TACIS / Roughton

International

May – Nov 2000

Social Impact Assessment for a Road Project, Kyrgyz Republic. Results used to draw up a resettlement plan with recommendations for how the project could initiate pro-poor economic growth.

UK, rest of Western Europe, North America & Canada, Australia & New Zealand

Workshop facilitation

Practical Action (formerly ITDG)

June – Aug 2006

Facilitator of a) “Markets and Livelihoods Group” workshops for IDS Livelihoods Network (June in UK), and b) PA’s 5 Country Team Leaders “Market Programmes and Impact Assessment” Workshop (Aug in Sri Lanka)

(& Vietnam)

Piloting Integrated Impact Assess-ment Approach

International Finance Corporation (IFC) & MPDF (Vietnam)

March – May 2006

Piloting the Integrated Impact Assessment Approach in the context of Mekong Private Development Facility’s work with Binh Dinh Province on improving the business enabling environment; findings presented to IFC Conference in Washington in May

CP & PR

Design & delivery of training course

DFID

Dec 2005

Organising and presenting a Training Course in Investment Climate Policy Reform to DFID’s UK-based and international team of Enterprise Development Advisers.

PR & K Langdon (also a WISE Assoc.)

Developing guidelines for assessing impact of BEE programmes

DFID

Jan – April 2005, and Dec 2005

Jan-April 2005: Developing Guidelines for Assessing Impact of Enabling Environment programmes which became the “Integrated Approach to Impact Assessment.” Paper on IIAA was key note presentation at Annual Conference of Committee of Donor Agencies’ SED Committee, Cairo, Dec 2005

CP (Team Leader, with PR and other WISE assoc’s)

Women’s Enterprise Strategy

Dept of Industry & Small Business Service

Aug 05–Mar 2006

UK. Running Women’s Enterprise Strategy review sessions with all regional development agencies in the UK in preparation for impact assessment of the 2003 women’s strategic framework policy intervention.

Enterprise Development Impact Assessment Information Service

(EDIAIS)

DFID

Nov 2000 – Dec 2005

Establishment and maintenance of DFID-UK’s Enterprise Development Impact Assessment Information Service (EDIAIS). Joint venture between WISE Development and Institute for Development Policy & Management (IDPM), University of Manchester. Included commissioning international research in cutting edge methodologies for impact assessment; extensive consultation with DFID's country-based staff and partner-organisations; arranging and chairing an international conference on best practices in impact assessment (Nov 2003).

CP (Project manager)

SG (web site manager)

LM (principal researcher)

Gender Mainstreaming Impacts

DFID

Nov 2004 – Feb 2005

DFID – UK (Evaluation Dept): Thematic paper on design of study to research impacts of gender mainstreaming in context of business enabling environment programmes; presented to Beijing +10 conference by DFID reps.

Programme appraisal for women’s business & financial services

East Midlands Development Agency

Aug 2004 – Feb 2005

Joint senior consultant. Appraising the market and general environment for financial products and services for women business owners in the East Midlands region of the UK. This is looking at micro credit for socially excluded women through to large loans and equity financing for technology focused substantive business start ups.

Feasibility Study for local enterprise centre

Newcastle City Council

Jan 2003- March 2004

One of three consultants forming a multi disciplinary team working on a community focused feasibility study for a local enterprise development centre and business support services in the Northeast of England . Although this was a local authority funded project its recommendations were placed within a regional context and adopted by the local business link network and ONE, the local RDA.

Design of impact assessment framework

DFID

July – Oct 2003

Team Leader for “Research Study to design a framework for assessing socio-economic impacts of migrants’ remittances on poverty reduction in developing and transitional countries”

CP (and other WISE associates)

Desk Review on empowerment & enterprise development

Swiss Development Corporation / Inter-co-operation

Jan 2003

Consultant for workshop to produce key background paper on empowerment and enterprise development, including gender and civil society linkages.

Conference design, facilitation & documentation

One World Action / DFID

Feb – April 2002

Women's Empowerment or Feminisation of Debt?

Conference design, facilitation and documentation. Organized, facilitated and documented this DFID-sponsored international workshop on gender and micro-finance in Africa and to write the conference report.

Other areas of the world: (eg China, North Africa, Caribbean, South & Latin America, Far East Asia)

Morocco

Research on homeworkers

CERED / CIDA

Aug 2002

International consultant to Moroccan research project to produce a Methodological Note on strategies for homeworkers (in French), including 10 days fieldwork in Morocco.

Jordan

Programme evaluation

DFID / Jordanian Govt / JOHUD

Jan – March 2002

Evaluating the performance of JOHUD (a large national non-government organisation based in Jordan) as a provider of credit and business development support services to poor rural communities throughout Jordan and a r- assessment of their role in this area.

China

Trainer & gender adviser to Business Support centres

DFID / Durham University

1999 - 2002

State Owned Enterprise Restructuring and Private Enterprise Development Project. My role was trainer and gender adviser to six business support centres in Liaoning and Sichuan Provinces. Involved three key visits to develop the action plan of interventions and to train the business counsellors and advisers about start up support and ideas generation.

Jordan

Institutional capacity building programme

DFID / Govt of Jordan / Swansea University

1997 - 2000

Senior enterprise consultant with a multidisciplinary team led by Swansea University on 6 year institutional capacity building programme with the Ministry of Social Development. Involved a range of activities for putting in place appropriate pro poor BDS services throughout the country, and the development of an IG policy for the Ministry.

Multi-country / global reach

Multi-national application with piloting in 2 SSA countries

World Bank / IFC / FIAS (WISE in partnership with The Law & Development Partnership)

Sept 2007 –

March 2009

Development of a methodological toolkit for assessing gender dimensions of investment climate reform; includes review and lesson learning of series of Gender & Growth Assessments conducted in SSA 2004-7, and piloting of toolkit in two SSA countries.

Global application

Gender & micro-finance module

IFAD, FAO & World Bank

Nov 2006 – March 2007

Designing and writing a web module on gender and micro-finance as part of a Gender & Livelihoods Manual.

Ethiopia & Kenya (pilots for global application)

Gender & Value Chains

ILO

Jan – April 2007

UK / Sri Lanka / Bangladesh / India / Sudan / Zimbabwe

Designing impact assessment methodology

Practical Action

(formerly ITDG)

June – Aug 2006

UK: Facilitator of a) “Markets and Livelihoods Group” workshops for IDS Livelihoods Network (June in UK), and

b) PA’s 5 Country Team Leaders “Market Programmes and Impact Assessment” Workshop (Aug in Sri Lanka)

International

Training for pro-poor development

ILO Geneva

March 2006

March 2006 – September 2006 Training for Pro-poor Development update and revise an earlier draft paper for ILO for final publication. Includes presenting a paper at a workshop in Turin on Training Best Practices.

US & Vietnam / International

Piloting “Integrated Approach to Impact Assessment”

IFC & Mekong Private Development Facility (MPDF)

March – May 2006

Piloting the Integrated Impact Assessment Approach in the context of MPDF’s work with Binh Dinh Province on improving the business enabling environment; findings presented to IFC Conference in Washington in May

CP & PR

International & Ethiopia

Gender main-streaming in value chains analysis

ILO Geneva

Oct - Nov 2005

Conducted capacity building review and drafted a Guide for integrating gender in Value Chains Analysis, including preliminary work in Ethiopia.

UK / International

Developing guidelines for assessing impact of BEE programmes

DFID

Jan – April 2005, and Dec 2005

CP (Team Leader, with PR and other WISE assoc’s)

International

Programme evaluation and tools development

ILO Geneva

Aug 2004 – March 2005

Team leader – working with the small enterprise team at ILO Geneva headquarters to evaluate their small enterprise development programme of the past 5 years, put in place an evaluation framework and develop a set of impact assessment tools for their enterprise development interventions

US / India / Uganda

Design of Participatory Action Learning System (PALS)

Trickle Up US (USAID)

July 2004-Feb 2005

Designed PALS methodology for enterprise training and assessing impact of Trickle Up’s poverty-targeted grant scheme; wrote a training Manual; piloted and trained staff in US, West Bengal and Uganda.

International

Developing best practice guidance manual & training

ILO Turin & Geneva

June 2003 - ongoing

One of three senior business consultants developing a best practice guidance manual and delivering an international training programme on enabling environment issues for small business development policy makers and practitioners.

Tanzania, Ethiopia and Zambia

ILO Geneva & Irish Aid

Dec 2001 – April 2003

Enterprise Development Impact Assessment Information Service

(EDIAIS)

DFID

Nov 2000 – Dec 2005

CP (Project manager)

SG (web site manager)

LM (principal researcher)

Gender Mainstreaming Impacts

DFID

Nov 2004 – Feb 2005

Design of impact assessment framework

DFID

July – Oct 2003

Team Leader for “Research Study to design a framework for assessing socio-economic impacts of migrants’ remittances on poverty reduction in developing and transitional countries”

CP (and other WISE associates)

International

Desk review: Enabling environments for Women’s Enterprise

ILO Geneva

March – April 2001

Desk Review for Investing in Social Enterprise Programme, funded by ILO. Wrote overview paper of debates, evidence and frameworks for enabling environments for women's enterprise development. Reviewed secondary sources material from Africa, Asia, US and Europe; also reviewed gender mainstreaming in ILO and other development agencies.

International

Women’s Empowerment & Micro finance – desk review

ILO Geneva

Dec 2000

Women's Empowerment and Microfinance:

Desk review and prepared training material on gender and microfinance for Social Finance Unit. This included overview article and detailed case studies from Africa and production of ILO internal training material.

International / Zimbabwe, Cote d’Ivoire, India, US

Training for Micro Credit Summit Campaign

UNIFEM

Feb 2000 – Nov 2002

Gender mainstreaming in the Microcredit Summit Campaign, Zimbabwe, Cote d'Ivoire, India, US.

Training and Desk Reviews for UNIFEM, conducted a series of gender trainings for the Microcredit Summit Campaign Regional meetings in Africa and Asia and for the Microcredit Summit +5 in New York. Also wrote a Manual and series of Position Papers.

Set up Social Devt Dept for engineering consultancy

Roughton International

June 1999 – Feb 2000

Head of Social Development Department for International Transport Consultants, UK

Set up and ran a Social Development Department for a firm of international engineering consultants who focus on the transport sector. Advised on inclusion of social development and social responsibility to project planning, implementation and monitoring, and wrote issue papers on the emerging role of social policy and social analysis in infrastructure projects. Prepared project proposals.

International / UK / Ghana / Ethiopia / Zimbabwe, Nicaragua / Bolivia / India

HIVOS / DFID / ICCO / Novib

Oct 1998 – Oct 2002

Conference facilitation, desk review and documentation for various donors:, Action Aid UK, Opportunity Trust Zimbabwe, Puntos de Encuentro Nicaragua and Finrural Bolivia. Involved review of academic, NGO and donor literature on micro-finance, gender and empowerment, designing and facilitating three regional workshops in Ethiopia, Ghana and India, and publication of workshop outcomes. A Southern Africa workshop was also held in Zimbabwe in partnership with Opportunity Trust, Zimbabwe and funded by Hivos.