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

Reducing poverty through sustainable industrial growth 50 Formal Documents in 3 Years… DOCUMENTS YEAR 1YEAR 2YEAR 3 … H1H2H3H4H5H6H7 ACTION PLAN111 BACKGROUND FOR VISITORS CASE STUDY222 DATA FOR MONITORING & EVALUATION22222 EXIT STRATEGY1 FINAL PROJECT REPORT1 GROUP’S PROJECT FORMULATION363 HANDHOLDING STAKEHOLDERS2442 TOTAL

Reducing poverty through sustainable industrial growth 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

Reducing poverty through sustainable industrial growth 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

Reducing poverty through sustainable industrial growth 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

Reducing poverty through sustainable industrial growth 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

Reducing poverty through sustainable industrial growth 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

Reducing poverty through sustainable industrial growth 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

Reducing poverty through sustainable industrial growth Data Preparation for M&E 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

Reducing poverty through sustainable industrial growth Data Preparation for M&E 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

Reducing poverty through sustainable industrial growth 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

Reducing poverty through sustainable industrial growth Final Project Report  Brief of cluster  Description of key stakeholders  Major problems  Major activities  Results  Sustainability  Table of achievements  2-3 page document

Reducing poverty through sustainable industrial growth Handholding of Network Leaders  Changing role – spread the message of clustering  Achievements – useful for documentation  Future action plan – commitment  Support needed – initiating institutional linkages