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Extreme Realities and Imagination
  Barriers: Research in Somalia




                               Savina Tessitore, Julie Lawson-McDowall, Giuseppe Simeon,
                                                               FAO Somalia & FAO Rome.
 With Mohammed Jama Aden, Hoosh Banadir Sheikh, Omar Mohammed Hassan, Mire Abdullaahi Elmi,
              Sowdo Mude Billow, Farah Osman, Liban Mohammed, Mohyadin Omer, Khadar Abiib
Outline
• Background: the Somali research conundrum
• How has accountability in M&E in Somalia
  been attempted until now?
• 2 cases of qualitative research around the FAO
  Cash for Work programme
• Key methodological learning
The Somali research conundrum
• The context demands and
  impedes intense learning and
  oversight
• History of extensive diversion
  imposes compliance monitoring
• Community targeting is a black
  box for outsiders
• Gatekeepers e.g. local
  authorities “tax” incoming
  resources
• Customary
  redistributiondistorts
  implementation objectives
• Security imposes remote management  employment of local
  researchers, but scarce research skills at local level
• Clan affiliation of researchers, a key to access, may prove
  problematic
Accountability in M&E in Somalia
• Quantitative impact evaluations with Randomized
  Control Trials are the gold standard for Cash Transfers
  assessment. Always the best solution?
• In Somalia they inspired recent M&E of humanitarian
  interventions
• Pros: large-scale, replicability, generalization and
  comparability between agencies and kinds of
  interventions
• Cons: extremely “dirty” data, difficulties of remote
  managing large-scale data collection, inputs not always
  high enough value to be measurable, final results
  useful but too general?
• How can in-depth qualitative work complement this
  methodology?
Researching FAO’s CFW: a virtuous cycle
                of learning
Case 1:
                         •Team: inexperienced male and
Evaluation of FAO        female researchers with local
Somalia 2007/2012.       access, led and supervised by
Qualitative impact       experienced researcher
study of FAO’s CFW       •Methodology: adaptation of a
programme                familiar body of participatory tools
Gedo, South-Central      •Capacity building: substantial training
Somalia
                         input
                         •Learning: constant
Case 2:                  mentoring, debriefing and
Scoping mobile banking   interrogation of research outputs.
to poor rural            Virtuous cycle of growth in the quality
beneficiaries for next   of researchers and their work
phases of CFW            •Sampling: reiteration of research in
implementation           several sites to build up a more robust
Hargeisa, Somaliland     understanding
CASE 1 CFW impact study: aims and methodology
 Context

 •Rapid and huge expansion of FAOSO CFW in response to crisis: 2011: $2m
 to 2012: $30m+
 •Shifting emphasis: ag productivity  food access + ag productivity

 Objectives

 •Study to focus on outcome and impact, beneficiary perspectives
 •+Learning -accountability
 •Feeding evidence into the programme’s new learning mechanisms

 Methodology

 •Tools: social mapping; wealth ranking and targeting analysis;
 income, expenditure and coping strategies matrix; ranking of preferred
 interventions; SSI with non-beneficiaries
 •Sampling: 7 villages, restricted access due to security and investigation of
 partner
 •Flexibility, build trust and capacity of team, rely on local
 knowledge, incorporate team’s suggestions and observations
CASE 1 CFW impact study: findings

Impact
• CFW valued for its short and long-term benefits, relevant
  impact on FS and Ag productivity, multiplier effects, some
  impact on productive activities, some unintended negative
  impacts
• Little community consultation (women, Bantus)
• Systematic Inclusion and Exclusion Errors
• Better planning required for work component and choice of
  infrastructures
Methodological learning
• Qualitative approach allowed tight feedback loops into
  evolving methodology
• In a research context where so much is unknown, being open
  to emerging issues is vital
• Approach permitted interrogation of complex social relations
CASE 2 scoping the use of mobile banking: aims and methodology

 Hypothesis:
 mobile banking can be used
 a) as an alternative delivery mechanism
 b) to enhance M&E through direct access

 Methodology:
 • Desk study and preliminary research mission
 • Identification and training of team
 • Research in 3 communities around Hargeisa, 5 communities in Sanaag, 5
   communities in Burao
 • Research tools: village mapping, wealth ranking, FGD on phone use

 Methodological learning:
 • Male and female team must be able to work in specific localities
 • Training, practice, debrief, review, practice
 • Daily debrief, by phone if necessary and systematize data collection for
   comparison
 • Keep interrogating key issues
 • Request phone numbers and call interviewees back if necessary
CASE 2 scoping the use of mobile banking: findings
       Topic                                          Findings

Network Coverage   Erratic, poor to non-existent in remote sites. Combined with charging
                   problems makes use of phones a challenge
Charging           Dependent on generators, solar chargers, normal batteries
Current use of     Spreading downwards from better off/shop owners, saves transport costs
Zaad
Registration       Energetic marketing by phone company
Ownership and      Ownership spreading fast amongst better off,
Access
Illiteracy         Only functional numeracy/literacy required
Buying phone       $20 upwards. Many second hand and inherited
Charging phone     Major expense - $0.13-25 per charge
Airtime            Relatively low cost


CONCLUSION:
Can be piloted where network exists. Risky technology given infrastructural
challenges. Partnership with mobile bank provider necessary
Key methodological learning I
• The “extreme reality” of Somalia sheds light on
  methodological issues encountered elsewhere, and
  provides indications to overcome “imagination
  barriers”
• Intense
  learning, supervision
  , search for
  gaps, reiteration and
  testing results in
  steady improvement
  in team
  performance and
  research outcomes
• Mixed gender team
  crucial to learning
Key methodological learning II

• Some questions particularly resistant to interrogation
  (clan, polygamous households, intra-household dynamics)
  will be easier to crack through refinement of qualitative
  methods
• Though quantifying and attributing causality remains a
  challenge, this approach allows in-depth learning and
  acknowledges this complexity in social relations.
Conclusions

         • Cost-effective
           approach.
         • Repetition makes
           highly indicative
           findings more
           robust.
         • Rapid feedback of
           evidence into
           programming

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Extreme realities and imagination barriers: Somalia (Savina Tessitore, FAO)

  • 1. Extreme Realities and Imagination Barriers: Research in Somalia Savina Tessitore, Julie Lawson-McDowall, Giuseppe Simeon, FAO Somalia & FAO Rome. With Mohammed Jama Aden, Hoosh Banadir Sheikh, Omar Mohammed Hassan, Mire Abdullaahi Elmi, Sowdo Mude Billow, Farah Osman, Liban Mohammed, Mohyadin Omer, Khadar Abiib
  • 2. Outline • Background: the Somali research conundrum • How has accountability in M&E in Somalia been attempted until now? • 2 cases of qualitative research around the FAO Cash for Work programme • Key methodological learning
  • 3. The Somali research conundrum • The context demands and impedes intense learning and oversight • History of extensive diversion imposes compliance monitoring • Community targeting is a black box for outsiders • Gatekeepers e.g. local authorities “tax” incoming resources • Customary redistributiondistorts implementation objectives • Security imposes remote management  employment of local researchers, but scarce research skills at local level • Clan affiliation of researchers, a key to access, may prove problematic
  • 4. Accountability in M&E in Somalia • Quantitative impact evaluations with Randomized Control Trials are the gold standard for Cash Transfers assessment. Always the best solution? • In Somalia they inspired recent M&E of humanitarian interventions • Pros: large-scale, replicability, generalization and comparability between agencies and kinds of interventions • Cons: extremely “dirty” data, difficulties of remote managing large-scale data collection, inputs not always high enough value to be measurable, final results useful but too general? • How can in-depth qualitative work complement this methodology?
  • 5. Researching FAO’s CFW: a virtuous cycle of learning Case 1: •Team: inexperienced male and Evaluation of FAO female researchers with local Somalia 2007/2012. access, led and supervised by Qualitative impact experienced researcher study of FAO’s CFW •Methodology: adaptation of a programme familiar body of participatory tools Gedo, South-Central •Capacity building: substantial training Somalia input •Learning: constant Case 2: mentoring, debriefing and Scoping mobile banking interrogation of research outputs. to poor rural Virtuous cycle of growth in the quality beneficiaries for next of researchers and their work phases of CFW •Sampling: reiteration of research in implementation several sites to build up a more robust Hargeisa, Somaliland understanding
  • 6. CASE 1 CFW impact study: aims and methodology Context •Rapid and huge expansion of FAOSO CFW in response to crisis: 2011: $2m to 2012: $30m+ •Shifting emphasis: ag productivity  food access + ag productivity Objectives •Study to focus on outcome and impact, beneficiary perspectives •+Learning -accountability •Feeding evidence into the programme’s new learning mechanisms Methodology •Tools: social mapping; wealth ranking and targeting analysis; income, expenditure and coping strategies matrix; ranking of preferred interventions; SSI with non-beneficiaries •Sampling: 7 villages, restricted access due to security and investigation of partner •Flexibility, build trust and capacity of team, rely on local knowledge, incorporate team’s suggestions and observations
  • 7. CASE 1 CFW impact study: findings Impact • CFW valued for its short and long-term benefits, relevant impact on FS and Ag productivity, multiplier effects, some impact on productive activities, some unintended negative impacts • Little community consultation (women, Bantus) • Systematic Inclusion and Exclusion Errors • Better planning required for work component and choice of infrastructures Methodological learning • Qualitative approach allowed tight feedback loops into evolving methodology • In a research context where so much is unknown, being open to emerging issues is vital • Approach permitted interrogation of complex social relations
  • 8. CASE 2 scoping the use of mobile banking: aims and methodology Hypothesis: mobile banking can be used a) as an alternative delivery mechanism b) to enhance M&E through direct access Methodology: • Desk study and preliminary research mission • Identification and training of team • Research in 3 communities around Hargeisa, 5 communities in Sanaag, 5 communities in Burao • Research tools: village mapping, wealth ranking, FGD on phone use Methodological learning: • Male and female team must be able to work in specific localities • Training, practice, debrief, review, practice • Daily debrief, by phone if necessary and systematize data collection for comparison • Keep interrogating key issues • Request phone numbers and call interviewees back if necessary
  • 9. CASE 2 scoping the use of mobile banking: findings Topic Findings Network Coverage Erratic, poor to non-existent in remote sites. Combined with charging problems makes use of phones a challenge Charging Dependent on generators, solar chargers, normal batteries Current use of Spreading downwards from better off/shop owners, saves transport costs Zaad Registration Energetic marketing by phone company Ownership and Ownership spreading fast amongst better off, Access Illiteracy Only functional numeracy/literacy required Buying phone $20 upwards. Many second hand and inherited Charging phone Major expense - $0.13-25 per charge Airtime Relatively low cost CONCLUSION: Can be piloted where network exists. Risky technology given infrastructural challenges. Partnership with mobile bank provider necessary
  • 10. Key methodological learning I • The “extreme reality” of Somalia sheds light on methodological issues encountered elsewhere, and provides indications to overcome “imagination barriers” • Intense learning, supervision , search for gaps, reiteration and testing results in steady improvement in team performance and research outcomes • Mixed gender team crucial to learning
  • 11. Key methodological learning II • Some questions particularly resistant to interrogation (clan, polygamous households, intra-household dynamics) will be easier to crack through refinement of qualitative methods • Though quantifying and attributing causality remains a challenge, this approach allows in-depth learning and acknowledges this complexity in social relations.
  • 12. Conclusions • Cost-effective approach. • Repetition makes highly indicative findings more robust. • Rapid feedback of evidence into programming