DOCUMENTATION PREPARED BY A CDA Originators: Foundation for MSME Clusters (FMC), UNIDO.

DOCUMENTATION PREPARED BY A CDA

Originators: Foundation for MSME Clusters (FMC), UNIDO

Reducing poverty through sustainable industrial growth

Types of Documents to be Prepared

Action plan

Background material for cluster visitors

Case study

Data preparation for monitoring and evaluation (M&E)

Exit strategy

Final project report

Group’s project formulations

Handholding of stakeholders in presentations


50 Formal Documents in 3 Years…

DOCUMENTSYEAR 1 YEAR 2 YEAR 3 …

H1 H2 H3 H4 H5 H6 H7

ACTION PLAN 1 1 1

BACKGROUND FOR VISITORS 1 1 1 1 1 1

CASE STUDY 2 2 2

DATA FOR MONITORING & EVALUATION 2 2 2 2 2

EXIT STRATEGY 1

FINAL PROJECT REPORT 1

GROUP’S PROJECT FORMULATION 3 6 3

HANDHOLDING STAKEHOLDERS 2 4 4 2

TOTAL 2 4 11 15 12 5 2


Basic Guidance

Understand the customer

Back-up data with source

In the absence of exact data go ahead based on feeling and validate later

Avoid using loose sentence or value judgment. This is not an information repository. Be choosy.

Each major section should drive home the principal issue or a related issue

Take at least 3 print outs and read

Check for irritants: spelling and grammatical mistakes, missing legends, exact acronyms, unit of data, international place value chart, etc.

Consider that it is going for printing

Needs customization for a new customer


Data Sources

Speeches of network leaders

Cluster level publications

Local newspaper clippings

At the event data collection

Data from BDS providers

Data collected by various intermediaries on events

Bank data especially on loans

Informal discussions

Note regularly


Action Plan Document

Cluster status prior to intervention, vision: diagnostic study

Major outcomes – firm level (tabular), cluster level and description of past activities: quarterly reports

Objectives for the current year (short-term objectives): create

Detail short-term objectives through activities, responsibilities and resource mobilization based on maturity of intermediary, resource availability: create

Summarize the expected results based on 70 % success of activities: create


Background for Cluster Visitors

Understand purpose of visit

Backdrop: source from action plan, updated with quarterly report

Case study on area of special interest

Notes on visiting institutions/associations with respect to initial and current position

How reported achievements are pointing towards target sustainability


Case Study Preparation

Make a catchy start

Give a backdrop

Explain and detail the subject – preferably one theme: collect material

Sequence the story properly

Give the output explicitly

Use quotations if possible

Mention event date/month/year as suitable

One paragraph one sub-theme

Do not give value judgment

The desired inference should be visible from the story

Give an appropriate heading


Data Preparation for M&E

Principles:

Be objective

Give a snapshot

Detail as per intermediary

Not a reporting of events – formal or informal

Collect lessons learnt

Give case study



Key Firm level data (examples):

Savings

Investment

New training programmes

Quality certifications

New markets introduced

New business generated

Number of new BDS and BDS providers introduced

Employment generated



Key cluster level data (examples):

Number of networks, especially active networks

New infrastructure facilities created

Number of technical institutions linked

Number of support organizations linked


Exit Strategy

Prospects for sustainability after withdrawal

Medium term challenges to the cluster

Likely partners that are going to remain in the cluster

Quarterly action plans and likely unfinished agenda

Financial resources

Future directions

Responsibility of intermediaries


Final Project Report

Brief of cluster

Description of key stakeholders

Major problems

Major activities

Results

Sustainability

Table of achievements

2-3 page document


Handholding of Network Leaders

Changing role – spread the message of clustering

Achievements – useful for documentation

Future action plan – commitment

Support needed – initiating institutional linkages

DOCUMENTATION PREPARED BY A CDA Originators: Foundation for MSME Clusters (FMC), UNIDO.

Documents

Transcript of DOCUMENTATION PREPARED BY A CDA Originators: Foundation for MSME Clusters (FMC), UNIDO.