1. Regoverning Markets Workshop, Warsaw 4-7.04.2006. Component 1 Dominika Milczarek Methodology of Module 1 The National-Meso Study of Industry / Market Level Restructuring

2. Regoverning Markets Workshop, Warsaw 4-7.04.2006. 2 Introduction Based on: Thomas Reardon, Jikun Huang „Methods for Assessing Determinants, Costs, and Benefits of Small Farmer Inclusion in Restructured Agrifood Chains” Resource Paper for Component 1 and C1 TOR of Polish Team

3. Regoverning Markets Workshop, Warsaw 4-7.04.2006. 3 General remarks National-Meso study: national patterns in processing, wholesale and retail change, results of Module 1 inform the content of the local-meso level study (M2), based on secondary data, literature review and semi-structured interviews, interviews made by the post-doctoral fellows or senior researchers due to delicate nature of contacts with companies.

4. Regoverning Markets Workshop, Warsaw 4-7.04.2006. 4 Time-table

5. Regoverning Markets Workshop, Warsaw 4-7.04.2006. 5 C1 research questions 1. What is the nature of the restructuring of the food industry? What are the implied changes of farmers situation? national-meso and local-meso levels

6. Regoverning Markets Workshop, Warsaw 4-7.04.2006. 6 C1 research questions 2. What are the market channel choices of farmers (restructured vs. traditional markets)? local-meso and micro 3. What are the technological, managerial, and organizational practices/behaviour related to market channel choices of the farmers? local-meso and micro 4. What are the interactions between the market and production practice behaviour of producers and local food industry segments, labour, land and other inputs and financial services markets? based on local-meso and micro

7. Regoverning Markets Workshop, Warsaw 4-7.04.2006. 7 Goal of the M1 study Analysis of the evolution of restructured food industry segments at a national level over a period of 10-15 years: the key patterns in the dynamics of market restructuring, and the determinants of the restructuring, trends in the evolution of procurement systems  Selection of the specific products within the general category

8. Regoverning Markets Workshop, Warsaw 4-7.04.2006. 8 Methodology of the M1 study Product agrifood system: Production input suppliers  farmers  first-stage processors/packers  wholesalers/distributors/transporters  second-stage processors/packagers  retailer  consumer Changes: cascading, simultaneous, independent

9. Regoverning Markets Workshop, Warsaw 4-7.04.2006. 9 Connection with other Modules Restructured market channel  Different product attributes and transaction attributes (farmers, processors, and wholesalers)  Different requirements of technological, managerial, organizational and financial capital (farmers)  Different costs and benefits (restructured versus traditional channels)  Barriers to participate in restructured channels (farmers’ skills)  Policy recommendations: “investment poverty maps” and vulnerable groups as the restructured market channels become dominant.

10. Regoverning Markets Workshop, Warsaw 4-7.04.2006. 10 Methodology of the M1 study based on secondary data, literature review and a large number of interviews with key informants in: the private sector, governmental and non-governmental organizations, universities and research centres, producer an SME associations, top managers of major retail, processing firms, wholesale companies and field brokers (restructured vs traditional).

11. Regoverning Markets Workshop, Warsaw 4-7.04.2006. 11 Operational issues - M1 Survey Geographical / regional issues Connection with local-meso and micro modules Interviews with relevant representatives Comparisons of data

12. Regoverning Markets Workshop, Warsaw 4-7.04.2006. 12 Operational issues – relevant representatives (1) Organized and un-organized farmers Leaders of farmers’ organizations (coordinating with C2) Wholesalers Processors Alternative clients for farmers in relevant local, regional or national markets (e.g. informal traders)

13. Regoverning Markets Workshop, Warsaw 4-7.04.2006. 13 Operational issues – relevant representatives (2) Procurement officers and other staff in the relevant restructured food industry segments (supermarkets, modern food service, large scale processors, and/or wholesalers) Private suppliers of support services to producers, traders or processors (e.g. technical assistance) Relevant governmental organizations and community leaders.

14. Regoverning Markets Workshop, Warsaw 4-7.04.2006. 14 Operational issues – Steps For comparabilty of data (p.17): a) Starting point - semi-structured interviews with the relevant food industry segment identifying key issues related to chain governance including specific contractual arrangements with the farmers, production and post-harvest technology requirements and income implications. b) The second step - focus on wholesalers support services provided to the farmers directly by the wholesalers or through third parties.

15. Regoverning Markets Workshop, Warsaw 4-7.04.2006. 15 Operational issues – Steps c) Semi-structured interviews with farmers individually or in a focus group (??? M2) key wholesalers, middlemen, private service providers, government agencies and community leaders will be identified. d) Semi-structured interviews with private service providers and relevant government agencies identifying support strategies that do or do not facilitate farmers participation in the supermarket channel.

16. Regoverning Markets Workshop, Warsaw 4-7.04.2006. 16 Operational issues – Steps e) Interviews with previously identified community leaders (??? M2) assessing the economic and social impact of participation in the restructured markets.

17. Regoverning Markets Workshop, Warsaw 4-7.04.2006. 17 Topics for discussion M1 study based also on on secondary data, literature review Remark of Bill Vorley about „desk research” Steps suggested in the document? How many interviews? large number (p.11) With whom specifically? continuation of Liesbeth survey or vice versa?

18. Regoverning Markets Workshop, Warsaw 4-7.04.2006. 18 Next steps Semi-structured interviews for different actors? Or for different segments of dairy sector? How many different templates for the interviews or the same questions? a list of questions Organizational tasks