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Dalberg_RCRC Final strategy document.pptx

Faculty, UIAMS, Punjab University, Chandigarh em UIAMS, Punjab University, Chandigarh
24 de Mar de 2023
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Dalberg_RCRC Final strategy document.pptx

  1. S T R A T E G Y D O C U M E N T 1 6 M A R C H 2 0 2 2 Strategy for the RCRC coalition of CSOs
  2. 1 Context CONTENTS 2 Vision Strategic Priorities 4 3 Mission Next phase +Proposal 6 5 High-level impact metrics
  3. RCRC was initiated to mobilize efforts towards Covid-19 response activities GENESIS:RCRC was the result of increased need for effective last mile service delivery and providing grassroots insights to the government on relief actions in light of the Covid-19 pandemic BENEFICIARIES: RCRC impacted over 6 million families in 12 states through its work, including the vulnerable, marginalized,and migrant families NGO: The Coalition was initiated by 7 CSO leaders, and currently represents over 70 CSOs with presence across most states GOVT: RCRC has begun working with state and local governments including several states, including Rajasthan, Gujarat, Madhya Pradesh and Bihar through their state coalitions FUNDERS:RCRC has received funding from leading donor organizations such as BMGF, Omidyar Network, Ford Foundation, Azim Premji Philanthropic Initiatives, Arghyam RCRC came together ~2 years ago to provide rapid COVID support to CSOs and end beneficiaries coordinating across various ecosystem actors Impact Achieved by RCRC: Last mile delivery Advocacy Research & action design and reach of welfare schemes like PDS RCRC members worked with local governments to facilitate job cards, benefits of MGNREGA, PDS applications, pensions, etc. and train people in COVID appropriate behaviour. Over 144,800 families benefitted from accessingentitlements under PMGKY and 4 million people were trained in covid appropriate behaviour RCRC facilitated over ₹ 50 crore in funding for member organizations, using only ₹ 3 crore to facilitate the funding - a leverage of more than 16X 40+ reputed organisations participated in three surveys to cover 11300, 17000, 11600 respondent households across ~70districts in 11 states to understand how resilient communities were to COVID News articles, editorials,and other multimedia platforms were used to highlight challenges and offer recommendations aimed at improving the Funding 3
  4. Over the past 12 weeks, RCRC has been reflecting on their impact till date and working on defining their future role in the Indian development ecosystem Inorder to arrive at a full strategy plan for this pivot, we need to focus on addressing 6 key subset of questions: 1 2 5 4 PURPOSE ROLE STRUCTURE • What are the specific activities that RCRC should undertake within its prioritized roles? • How can RCRC action these activities, and who is responsible for actioning the activities? • How should RCRC be structured and organized in order to best accomplish its purpose and role(s)? • How can RCRC maintain accountability of the responsibilities and contributions of its members? ACTIVITIES 6 ACCOUNTABILITY 3 PRIORITIES & OUTPUTS • What key purpose does RCRC serve? • What are the needs and opportunities in the Indian development ecosystem that RCRC can help address? • Which specific segment of the population should RCRC target its efforts towards? • In what areas pertaining to the target population should RCRC focus its efforts on? • What specific roles should RCRC play in order to achieve its purpose? • What are RCRC’s key strategic priorities and/or goals? • What are the outputs that RCRC should focus on achieving? • What metrics should be used to measure the impact of RCRC’s work? We have focused on these three subset of questions in this engagement 4
  5. 1 Context CONTENTS 2 Vision Strategic Priorities 4 3 Mission Next phase +Proposal 6 5 High-level impact metrics
  6. Who: There is strong alignment within RCRC members to focus efforts on marginalized communities, which is also reflective of the current need Notes: (1) SC, ST, religious minorities; (2) Part of households earning less than Rs. 2 lakh annual income Source: Census data; The Wire, India’s Urbanisation is Dangerously Exclusionary and Unequal, 2016 6 Marginalized communities form a sizeable portion of the population 45%of the population are socially marginalized1 30%of the population are economically marginalized2 They lag behind the national average on several key indicators especially in rural areas 45%of ST population in rural areas are in poverty compared to 24% in urban areas. For comparison, the national average is 25% in rural and 14% in urban areas However, urban areas also require attention as the proportion of marginalized groups living in urban areas is expected to increase 40%more SCs lived in urban areas in 2011 compared to 2001. This is likely to continue in line with the projected 21% increase by 2036 in proportion of Indians living in urban areas This warrants attention given recent migrants are more likely to be slum dwellers especially if they are also socially marginalized There is alignment within RCRC on reaching marginalized communities in both rural and urban areas Part of RCRC’s big tent approach should be to work for all marginalized communities in India” - RCRC member “ RCRC should be welcoming of organizations working for the upliftment of marginalizedcommunities regardless of whether they operate in rural or urban areas” - RCRC member “
  7. What: Ensuring fundamental social values like justice, inclusivity and equity emerged as the main suggestions for RCRC’s intended way of impact Wordcloud on the most common suggestions by RCRC members for the ”what” The most commonly suggestedterms were those that pertainedto ensuring socialvalues or addressing social problems.Members can coalesce around sharedvalues 7 Specific purpose pathwaysthat pertain to economic indicators like poverty alleviation, livelihoods opportunities etc.for marginalized communities can be driven by individualRCRC members
  8. We have arrived at two options for the Vision statement, which reflects both the need in India, as well as the desire of RCRC’s members OPTION 1 OPTION 2 “WHO” “WHAT” VISION We envision an India where civil society participates and collaborates with Samaj, Sarkar, Bazaar, and Sanchar to build an inclusive, equitable, and just future for and with marginalized communities 8 Theabovetwo versionsof the Vision statementwerewhat we arrivedat during our most recentworkshop, with particularlystrongresonancetowardsOption 2 We envision an India where marginalized communities actively contribute towards building an inclusive, equitable and just future for all
  9. 1 Context CONTENTS 2 Vision Strategic Priorities 4 3 Mission Next phase +Proposal 6 5 High-level impact metrics
  10. RCRC is best suited to influencing actions at the ecosystem level and strengthening CSOs, and not directly work on marginalized communities Marginalized communities Ecosystem actors Donors Fund CSOs to implement programs Business Fund CSOs through CSR initiatives Government Funds and scales CSOs and implements programs directly Media Covers marginalized communities and the work done by CSOs Research Institutions Conducts research either through CSOs or directly RCRC can build the capacity and delivery capability of its member CSOs by building a strong and engaged network, encouraging collaboration and representing the needs and interests of CSOs Civil Society Organizations (CSOs) 10 RCRC can work with each of the ecosystem actors individually as wellas collectively to inspire collaborative action
  11. Our analyses on needs of marginalized communities leads to four key challenges faced by them and cross cutting issues faced by CSOs Issues plaguing marginalized communities rarely receive mainstream media attention Society and people in power are not aware of issues of the marginalized leading to ineffective design and implementation of solutions Marginalized communities struggle to access basic services and entitlements due to gaps in awareness and last-mile delivery Attention Awareness Access Representation Marginalized communities are underrepresented in circles of power in government,business and media Civil Society Organizations: Capacity Building, Collaboration , Representation 11 CSOs work directly in enhancing the lives of marginalized communities, yet they face several challenges. They tend to be capacity constrained (especially the smaller CSOs), work in silos and rarely collaborate with each other and other key ecosystem actors, and do not have a cohesive representative voice to vouch for their needs and requirements
  12. RCRC has unique strengths that allow it to operate at scale and be the “collaborator” across ecosystem actors 12 Source: Dalberg RCRC Member Survey Access to marginalized communities Representative network of CSOs with pan-India coverage RCRC members collectively drive ~2 %of total philanthropic funding in India and include some of the largest CSOs and comprise over 40% of small NGOs and have a presence in a majority of states and UTs in India Stats • 76 members • More than ₹ 1200crore cumulative budget • Over 10,000 combined employee strength • Over 1.6 crore beneficiaries reached Access to government 1 2 3 RCRC members reach some of the most vulnerable communities in the country Examples • Keystone Foundation: Indigenous tribes in the Nilgiri Bioshpere Reserve (NBR) • EBSSS:Kols in Bundelkhand • Ibtada: Meo Muslim community in Mewat, Rajasthan RCRC, through its members, have strong access to the highest levels of government, and can enter partnerships, as well as gain a seat at the table for important policy measures and schemes Stats • The Ministry of Rural Development, ICAR and RCRC entered an MoU to economically transform 100 rural Districts in the country. Access to donors and trust to aggregate funding RCRC facilitated close to ₹ 50 crore in funding for member organizations despite being a new collaborative Stats • RCRC used less than ₹ 3 crores to facilitated the ₹ 50 crore funding – a leverage of more than 16X • Additionally, RCRC has already influenced a few donors’ funding strategies by being a trusted aggregator and partner 4
  13. RCRC can leverage its strengths to address the gaps across attention, awareness, access, and representation of marginalized communities Gap level Needs Required drivers/strengths (To be able to work on these needs) Should RCRC focus on this need? Increasing media attention to the needs of marginalized communities Inclusive government policies and programs Equity-centered research Streamlining funding with a multi-sector lens Enabling last-mile delivery of services and entitlements for large schemes and programs Increasing representation of marginalized groups in all levels of government Increasing representation of marginalized groups in business as employees, owners, senior management,etc. Increasing representation of marginalized groups in media as journalists,editors, etc. Community access CSO network Government access Community access Technical know-how Donor access and trust Donor access and trust Community access CSO network Community access Government access Government access Community access Government access Community access Technical know-how Technical know-how Community access 13 Technical know-how
  14. For CSOs, RCRC can play a significant role to address gaps in capacity building, collaboration, and representation Gap level Needs Required drivers/strengths (To be able to work on these needs) Should RCRC focus on this need? Enabling CSOs to implement programs and initiatives on the ground Community access CSO network Facilitating cross-learning to enhance collaboration between CSOs CSO network Establishing capacity and accountability standards CSO network Technical know-how Donor access and trust Facilitating collaboration between CSOs and external actors CSO network Community access Government access Establishing a go-to representative voice for CSOs in government and media CSO network Government access RCRC should focus RCRC can maybe focus RCRC should not focus 14
  15. Applying the design principles and trade-offs that members have already considered to the gaps analyses… D ESIG N PRIN C IPLE S RC RC SH O U LD T A K E A B IG T EN T A P PRO A C H A N D B RIN G K EY ST A K EH O LD ERS T O G ET H ER 2 RC RC SH O U LD PLA Y T H E RO LE O F A F A C ILIT A T O R V S A N IM PLEM EN T ER 1 RC RC ’S EF F O RT S SH O U LD B E EQ U IT Y -C EN T ERED A N D IN C LU SIV E 3 RC RC SH O U LD B E RE PRESEN T A T IV E – B O T H IN T ERN A LLY A N D EX T ERN A LLY 4 As a collaborative of CSOs, RCRC is likely to be most effective as a facilitator than as a direct implementer on the ground. By taking a big-tent approach, RCRC can bring together key stakeholders across Samaaj, Sarkar, and Bazaar to work across topic areas to promote and drive impact at scale. With this emphasis,RCRC can ensure that the most vulnerable and marginalized groups are benefited. RCRC should work to be representative both in terms of the composition of its member organizations, as well as representative in the voices that it brings up and elevates. 15
  16. …provides clear pathways for RCRC to address the focus areas 1.Increasing media attention to the needs of marginalized communities 2. Inclusive government policies and programs 3. Equity-centered research 4. Streamlining funding with a multi-sector lens 5. Facilitating cross-learning to enhance collaboration between CSOs 6.Establishing capacity and accountability standards to facilitate external collaboration 7.Enabling CSOs to implement large-scale delivery programs and initiatives 8.Facilitating collaboration between CSOs and external actors 9.Establishing a go-to representative voice for CSOs in government and media 1. Elevating the issuesand voices of the marginalized to mainstreamnational media 2.Ensuring government action is more inclusive by becoming go-to advisorsfor policy/programmingthrough inputs from the grassroots 3.Equity-centered research with the agendadriven by marginalizedgroups (work with technical partners) 4.Facilitating funding by being astrategicpartner and advisor to donors 5.Institutionalizing cross-learning between members to facilitate collaboration and strengthening of capacities 6.Establishing capacity & accountability standardsfor the voluntarysector (will need supportfrom technical partners) 7.Function as an aggregatorfor the deliveryof large-scale projects, programsand initiativeson the ground 8.Takingabig-tentapproachto facilitate collaborationwith donors,government,corporates and media 9.RCRC represents the interests and needs ofCSOs with both government and media RCRC focus areas How RCRC will address them 16
  17. On completing our analyses, we have arrived at three options for RCRC’s Mission statement OPTION 1 OPTION 2 GAPS NEEDS STRENGTHS + DESIGN PRINCIPLES MISSION 17 We build a strong network of CSOs and facilitate collective action with Sarkar, Samaj, Bazar, and Sanchar to ensure that efforts to improve the lives of marginalized are inclusive and equitable. To be the representative voice of CSOs working on improving the lives of marginalized communities and inspiring collective action with Samaj, Sarkar, Bazaar, and Sanchar We build an inclusive and competent platform for CSOs and Samaj, Sarkar, Bazaar, and Sanchar to collaborate and act together for constructive actions for enabling marginalised communities to shape and control their destinies OPTION 3
  18. 1 Context CONTENTS 2 Vision Strategic Priorities 4 3 Mission Next phase +Proposal 6 5 High-level impact metrics
  19. The Mission statement can be broken down further to its three constituent strategic priorities MISSION STATEMENT Strategic Priority 1 Generate evidence to uplift marginalized voices Strategic Priority 2 Build a strong network of CSOs to enhance capacity, and be the representative voice forCSOs nationally Strategic Priority 3 T akea big tent approach to inspirecollective action Raise awareness and draw attention to the needs,challenges,and prioritiesofmarginalized communities by generating evidence through equity centered research and by elevating community voices 19 Improve the capacity of CSOs by building a strong and engagednetwork of members, facilitating access to resources including funding and talent, establishing standards for effective governance, enabling effective delivery of large-scale projects, and being the representative voice for CSOs nationally Build an engaged network of key stakeholders across community, government,business, and media to have a seat at the decision-making table and inspire collaboration and collective action in implementation to benefitmarginalizedcommunities
  20. Strategic Pillar 1: Generate evidence to uplift marginalized voices 20 S. no Outputs Potential Activities (Illustrative) Status 1 Research agenda is determined from the ground-up • CSOs conduct surveys of beneficiaries to determine top of mind issues among the marginalized • Survey of CSOs to determine the research priorities Agreed 2 Advance the technical know-how of CSOs in conducting research through partnerships • Partner with research institutions, universities etc. to improve the technical capacity of CSOs to conduct research Agreed 3 Evidence is generated on the needs and challenges of marginalized communities through grassroots equity-centered research • Partner with research, academic, and government institutions to conduct, publish, and disseminate research on the marginalized • RCRC member CSOs partner to conduct and disseminate research Agreed 4 Marginalized leaders have greater visibility and are engaged in public discourse • Champion marginalized leaders and give them a platform to share their thoughts, opinions and perspectives Agreed 5 Public awareness on marginalized communities are increased through workshops, and thought leadership and representation in media is increased • Partner with universities to conduct regular series of workshops/webinars/seminars for students • Conduct ad-hoc public seminars to disseminate findings from publications/research • Have regular publications (podcasts, columns etc.) Agreed 6 Intervention agenda of CSOs is determined by the evidence generated via research • RCRC members determine intervention plans and budget allocation based on need on the ground which is revealed via research Agreed 7 Publish an annual report focused on the state of marginalized communities and CSOs in India • Put together an annual flagship publication (similar to ASER report) focused on marginalized communities • Conduct elaborate dissemination programs • This could be a seminal publication and greatly benefit the ecosystem, yet can occupy a large effort and require considerable funding TBD Raise awareness and draw attention to the needs,challenges, and priorities of marginalized communities by generating evidence through equity centered research and by elevating community voices
  21. Strategic Pillar 2: Build a strong network of CSOs to enhance capacity, and be the representative voice for CSOs nationally 21 1 RCRC membership is large, diverse and representative of CSOs in the space • Setting membership targets and goals to enhance recruitment • Setting quotas for %membership diversity • Publish best practices and highlight reports on members’ work Agreed 2 Knowledge and expertise is shared among members through a platform set up by RCRC • Build a database/catalogue of member organizations • Conduct regular workshops/forums to share knowledge, expertise and build familiarity between members to enhance collaboration Agreed 3 Members receive greater funding through access to RCRC’s network and funding pool • RCRC connects with philanthropies, CSRs, HNIs to raise funding for efforts of members and other on the ground organizations • RCRC serves as an advisor to major donors to direct funding • Targeted fundraising for smaller CSOs, innovative interventions Agreed 4 RCRC aggregates large scale delivery projects, programs, and initiatives • RCRC serves as an aggregator, working with donors and government to bring onboard large scale delivery projects TBD 5 RCRC serves as the representative voice for CSOs nationally • RCRC represents interests of CSOs in the overall ecosystem, especially with government and donors, elevating the needs and challenges TBD 6 Member CSOs have strong systems (finance, HR etc.)and execution capacity through organizational development and capacity building sessions • Establish common standards for every RCRC member to go through (e.g. courses, training sessions, workshops) and minimum systems in place (e.g. HR, finance, anti-sexual harassment policy) • Adopt new technological systems to enhance delivery and monitoring; Conduct trainings to upskill CSOs on technology Agreed 7 Measurement standards are established for on ground interventions and programmatic efforts • Establish a standard/metrics to measure CSO effectiveness and quality; every RCRC member required to meet standards • We recommend that RCRC takes up this effort only if it is able to partner with the right technical organization/agency TBD Improve the capacity of CSOs by building a strong and engaged network of members, facilitating access to resources including funding and talent, establishing standards for effective governance, enabling effective deliveryof large-scale projects,and being the representative voice for CSOs nationally S. no Outputs Potential Activities (Illustrative) Status
  22. Strategic Pillar 3: Take a big tent approach to inspire collective action S. no Outputs Potential Activities (Illustrative) Status 1 An engaged network of government, community, donors, research institutions, media houses, and business work together collectively on issue affecting the marginalized • Build a platform to enable formal collaborations and partnerships with key government entities, research institutions, media houses, private businesses to collectively work on furthering the needs of the marginalized and partner on large policy issues and schemes like NRLM Agreed 2 Greater awareness of issues of marginalized communities among donors (foundations, CSR etc.) through regular communication and awareness drives • Partner with donors to advice them on their funding agenda and help direct funding • Raise and direct funding on significant/ big picture issues that require collaborative action • Conduct regular meetings and calls with donors to raise awareness about the needs among marginalized communities and CSOs working on addressing those needs Agreed 3 RCRC is an advisor and thought partner to the government (from Panchayat to national) and influences policy, schemes, and programmes for marginalized communities • RCRC members join advisory councils and take up advisory roles at all levels of the government • Empower marginalized leaders and bring their voices to decision- making forums (e.g. panchayat meetings, ministry meetings etc.) • Build upon existing relationships with the government to provide suggestions and perspectives on upcoming policies and schemes Agreed 4 The spirit of voluntarism is rejuvenated and more youth are inspired to volunteer and talented young professionals are inspired to join NGOs • Conduct information sessions with universities to raise awareness about impact and opportunities in the sector • Organize fellowships and internship programs to attract young talent to work with RCRC member organizations • This could be an easy set-up and win for RCRC as the member network provides ample opportunities to place youth to volunteer TBD 22 Build an engaged network of key stakeholders across community, government,business, and media to have a seat at the decision-making table and inspire collaboration and collective action to benefit marginalized communities
  23. 1 Context CONTENTS 2 Vision Strategic Priorities 4 3 Mission Next phase +Proposal 6 5 High-level impact metrics
  24. For measuring the impact of their work, collaboratives typically tend to coalesce their metrics under six categories 24 Beneficiaries Programmatic Funding Ecosystem Internal •Metrics sizing impact in terms of people reached / benefitted usually in the target groups e.g., # beneficiaries reached in #villages • Metrics tracking the outputs or effects of programmatic efforts e.g., #reports published •Metrics tracking funds channeled usually to the focus thematic areas or regions e.g., funds raised for sanitation • Metrics tracking ecosystem influence e.g., #partnerships, #policies influenced • Metrics gauging internal strength of the collaborative e.g., #members, level of collaboration Talent • Metrics tracking the quantum and quality of talent e.g., #NGO leaders from marginalized groups
  25. Collaboratives prioritize different types of impact metrics and don’t always set metrics across all six categories Note: Impact metrics listed were drawn from documents available publicly or through previous Dalberg projects and may not be exhaustive 25 • Fundraise ₹ 375 crores for adolescent health and development in India • Prototype, create and demonstrate solutions in 25 Blocks(~2,500 Villages)directly impacting 1.2 millionlives Current budget: ₹ 25 crores Current budget: ₹ 18 crores Impact metrics • Scale solutions by embeddingthem withinlarge government programs such as Aspirational District program and NRLM • Bring in market players to develop vibrant production clusters around farm and livestock • Develop and nurture a suite of partner/sister organizations providing market-based solutions for capitalinfusion,andlarge market accessfor rural microenterprises • Develop and disseminate 3-4 best practicesfor field buildingbased on programming across multiple states • Influence behavior change through enhanced normative change programming for adolescents, through campaigns and communications • Strengthen coordination with government, foundations, and corporates • Advocate for improving implementationof 2-3 adolescent- focused policies and programs Legend People Programmatic Funding Ecosystem Internal Implementing Facilitating • Promoting collaborationbetween Government, Corporate and Voluntary Sector through knowledgesharing • Promoting better governance in the voluntary sector Current budget: ₹ 1.5 crores • Analysis of policies relevant to the voluntary sector • Documentation and dissemination of effective case studiesshowcasing the sector’scontributionto social transformation • Strengtheningleadership of VOs Implementing collaboratives tend to have higher budgets Beneficiary metrics are more common in implementing while ecosystem metrics are more common in facilitating collaboratives Both types of collaboratives usually include programmatic metrics
  26. RCRC can consider setting goals for and tracking performance against some of the following impact metrics (1/2) Annual “state of the marginalized”reports •Helps RCRC establish itself as an authoritative voice leveraging its extensive grassroots reach People Programmatic #marginalized leaders’ voices highlighted •Ensures RCRC strives to bring out the human aspects of the marginalized communities %graduates joiningNGOs • Ensures RCRC leverages its network to generate a much-needed talent stream for NGOs Impactmetrics Current RCRC efforts • No current efforts Talent •Few independent efforts by members e.g., Buddha fellowship • No current efforts Funding Fundingfacilitated by RCRC as %of total funding •Pushes RCRC to drive the agenda for philanthropic funding in India Share of funding for small NGOs •Ensures that RCRC facilitated funding reaches the organizations that need it most •RCRC leveraged less than ₹ 3 Cr to facilitate close to ₹ 50 Cr for its members which is 0.08%of the total philanthropic funding in India • 16%of RCRC facilitated funding has gone to the smallest NGOs 26
  27. RCRC can consider setting goals for and tracking performance against some of the following impact metrics (2/3) #orgsadoptingstandards /indices set by RCRC • Helps increase RCRC’s credibility and position it as a thought leader Funding directed towards specific actions e.g., implementation changesin MGNREGA •Pushes RCRC to deepen partnerships and adopt the role of a trusted partner / advisor • No current efforts • No current efforts Representative membership e.g.,#thematic areas, # geographies (states /districts)represented • Ensures that RCRC’s expansion is thoughtful and strategic •RCRC has a coverage across 19 states and more than 14 thematic areas • RCRC is actively consideringincreasing membership from states and themes with few to no members Quality of membership e.g.,%members meeting minimumcapacity standards, %members meeting participation standards •Pushes RCRC to provide targeted support as needed to ensure members meet minimum standards and actively engage within the RCRC framework Ecosystem Impactmetrics Current RCRC efforts Internal •Isolated efforts e.g., contracting an OD firm to build the capacity of organizations part of RCRC’s Northeast chapter 27
  28. RCRC can consider setting goals for and tracking performance against some of the following impact metrics (2/3) #orgsadoptingstandards /indices set by RCRC • Helps increase RCRC’s credibility and position it as a thought leader Funding directed towards specific actions e.g., implementation changesin MGNREGA •Pushes RCRC to deepen partnerships and adopt the role of a trusted partner / advisor • No current efforts • No current efforts Representative membership e.g.,#thematic areas, # geographies (states /districts)represented • Ensures that RCRC’s expansion is thoughtful and strategic •RCRC has a coverage across 19 states and more than 14 thematic areas • RCRC is actively consideringincreasing membership from states and themes with few to no members Quality of membership e.g.,%members meeting minimumcapacity standards, %members meeting participation standards •Pushes RCRC to provide targeted support as needed to ensure members meet minimum standards and actively engage within the RCRC framework Ecosystem Impactmetrics Current RCRC efforts Internal •Isolated efforts e.g., contracting an OD firm to build the capacity of organizations part of RCRC’s Northeast chapter 28
  29. From our survey, the annual “state of the marginalized” reports is by far the most prominent, followed by three other impact metrics Annual “state of the marginalized”reports • Helps RCRC establish itself as an authoritative voice leveraging its extensive grassroots reach Programmatic Funding Share of funding for small NGOs • Ensures that RCRC facilitated funding reaches the organizations that need it most #orgsadopting standards /indices set by RCRC • Helps increase RCRC’s credibility and position it as a thought leader Ecosystem Representative membership e.g.,#thematic areas, # geographies (states /districts)represented • Ensures that RCRC’s expansion is thoughtful and strategic Internal Top impact metrics to focus on (as per Dalbergsurvey) %respondents who picked as their Top 3 metrics 29 80%(12 respondents) 40%(6 respondents) 40%(6 respondents) 40%(6 respondents)
  30. 1 Context CONTENTS 2 Vision Strategic Priorities 4 3 Mission Next phase +Proposal 6 5 High-level impact metrics
  31. In order to action the ToC into practice, there are a few additional areas of focus that RCRC has to dive deep into 31 MEL plan Implementatio n plan Organization structure Budget Re-branding Whatshould RCRC’s MEL plan look like? Whatare the key metrics it should focus on? How willRCRC go about actioning the key activities in order to accomplish the slated outputs? Whatwillthe composition of the core team to lead this be? WhatwillRCRC’s working organization structure look like? How willthe different membersand entities work with each other? How much funding will RCRC have to raise/directin order to accomplish its outputs and mission? Whatshould RCRC now be called, given its change in purpose? How should it be marketed? See next slidefor abrief proposalon how Dalbergcan help RCRC arriveatthis over our next phase of work RCRC should hire a marketing/PR/brandingfirm to help with thisprocess
  32. We propose a 10 week engagement to help bring RCRC closer to actioning its new Theory of Change (ToC) 32 Budget MEL Plan 1 2 3 4 ImplementationPlan& Activities Roadmap 4 WEEKS To develop an overarching implementation plan for RCRC by diving deep into the key activitiesthat RCRC will take up to achieve its strategic priorities and outcomes OrganizationalDesign,HR requirements & JD Preparation 3 WEEKS To finalize RCRC’sorganization structure, responsibilities of members, governance, and accountability as wellas the various HR requirements to fillallthe roles 1 WEEK To calculatethe budget requirements for running RCRC, fueling allits activities,and improving capacity of members 2 WEEKS To develop a detailed monitoring, evaluation, and learning plan for RCRC Key Questions Objectiv es Activities: What are the detailed activities that RCRC should take up along each of its strategic priorities? Target group:Who are the target beneficiaries of each of these activities? In what geographic regions should RCRC action these activities? Capacity & Capabilities: What are the capabilities that RCRC requires to be able to carry out these activities? How can RCRC get these capabilities? Collaboration:Who are the key actors/players in the space that RCRC should partner or collaborate with in order to action these activities effectively? Activities roadmap:Which of these activities or collaborations should be immediately prioritized? Which of these are long-term? Structure:How should RCRC be structured to most effectively meet its goals and objectives? (e.g. national, regional etc.) Governance:How are the actions and decisions mase by members governed? Responsibility: What is the responsibility of the members/actors at each level of the structure? Who makes what decisions? Accountability:How are RCRC members held accountable? HR requirements:What are the various HR requirements to meet the implementation plan and the activity roadmap? • Full implementation roadmap and plan Output s • RCRC organization design document • HR requirements document • Job descriptions of the main HR requirements/positions RCRC team: What are the budgetary requirements for running RCRC on a daily basis? Fundingfor activities:How much money should RCRC raise to be able to fuel all the activities and implementation plan Fundingfor enhancingcapacity: How much funding should RCRC raise to be able to improve capabilities and capacities of member organizations • Budget document detailing targets for RCRC Metrics: How can RCRC’s work be monitored effectively? What are the key metrics to be tracked/followed? Evaluation: How should RCRC’s work/progress be evaluated? Which organization should be brought onboard to conduct the evaluation? Learning:What are the structures of learning that RCRC should put in place to be able to build upon its work and improve continuously?. • Detailed M EL documents
  33. We propose a robust team comprising Project Directors, a Project Manager and a Consultant 33 Shruti Goyal Project Director Gaurav Gupta Project Co-Director ProjectManager (50%) - TBD Proposed teamstructure Consultant TBD Project Direction • Provide strategic direction and technical expertise • Overallcoordination and facilitation • Ensure quality of deliverables Management • Day-to-day project management and process management (timelines,invoicing,budget,etc.) • Client and stakeholder management • Definition of deliverables and key pieces of analysis Execution • Plan and execute primary and secondary research • Conduct analyses and synthesize findings • Design and develop deliverables Proposed Budget Our proposed professional fee accounts for a robust and consistently engaged team to meet the needs of this ambitious initiative over a 10-week period.. We are happy to hold this conversation and arrive at a budget that works best for both parties
  34. P R E V IO U S R E S E A R C H A N D O T H E R A N A L Y S E S T H A T IN F O R M E D O U R W O R K Annex
  35. 1 RCRC Strengths Analyses CONTENTS 2 Collaboratives Analyses Other miscellaneous analyses 4 3 Mission statement analyses
  36. RCRC has unique strengths across access, network, and coverage that allow it to operate at scale; its members clearly recognize these strengths 36 Note: (1) Calculated as Size of rural development space =(total philanthropic funding *share of funding for rural development) +NRLM budget; (Rural development is considered to be comprised of: Financial inclusion, Education, Skilling and employability, Environment and climate change, Agriculture, animal husbandry, and fisheries, Community development and upliftment, Poverty alleviation, Humanitarian assistance and relief, Local governance, Service (and entitlement) delivery, Women empowerment, Health and nutrition. Source: Dalberg RCRC Member Survey Access to communities Largest network of CSOs in rural development Pan-Indiacoverage RCRC members recognize its unique strengths 1 2 3 56% 55% 53% RCRC members reach some of the most vulnerable communities in the country Examples • Keystone Foundation: Indigenous tribes in the Nilgiri Bioshpere Reserve (NBR) • EBSSS: Kols in Bundelkhand • Ibtada: Meo Muslim community in Mewat, Rajasthan RCRC members collectively represent 3% of the rural development budget in India1 and include some of the largest NGOs Stats • 76 members • More than ₹ 1200 crore cumulative budget • Over 10,000 combined employee strength • Over 1.6 crore beneficiaries reached RCRC members have coverage across all regions in India Stats • RCRC members have a presence in a majority of states and union territories • In 6 states, they have deep coverage (>30 employees / 10 lakh people) %top 3 mentionsin the survey (n=62)
  37. RCRC members reach some of the most vulnerable communities in the country Sources: Keystone foundation website; ABSSS website; Ibtada website 37 • Indigenous tribes in the Nilgiri Bioshpere Reserve (NBR) area • The people of these tribes typically number in the thousands and live in small, remote geographic pockets • Kols in Bundelkhand • Systematically exploited for generations, they are landless and typically engage in bonded manual labor • Meo muslim community in Mewat, Rajasthan • A traditional peasantry class, they live in extreme backwardness due to lack of resources, awareness, education facilities, health facilities and gender equality • Trained tribal communities in apiculture providing a sustainable source of livelihood • Works to conserve the fragile ecosystem of the NBR region by engaging the local communities • Publicized the issues plaguing Kols through media mentions • Ensured that government benefits / entitlements such as Jan Dhan and MGNREGA reach the intended beneficiaries Examples of RCRC members reaching vulnerable communities Keystone Foundation ABSSS Akhil BharatiyaSamajSewa Sansthan Ibtada Communities Impact created 1
  38. RCRC has a combined employee strength, budget and beneficiary reach that is larger than some of the largest NGOs in India [Option 1] 38 Cumulatively INR 1200 cr+ Cumulatively 10,000+ Cumulatively 1.6 crore >6 x >CARE (₹195 cr) |STC (₹178 cr) |HelpAge (₹117 cr) CARE (1200+)|HelpAge (450+ )|TFI (280) CRY (40 lakhs+)|STC (20lakhs) |Smile (15lakhs) As a collective force, RCRC is already larger than a few of the largest NGOs in India Source: Respective Annual Reports, Dalberg Analysis Notes: STC- Save the Children; CRY- Child Rights and You; TFI- Teach For India; Latest RCRC numbers will be updated once the survey is closed B udget Employ ees >8x B enef iciaries >4x Other leading NGOs 2
  39. RCRC’s members work on some of the largest thematic areas in rural development and include some of the largest organizations Note: (1) Five most-funded thematic areas (2) highlighted organizations are RCRC members 39 Thematic areas1 # RCRC member organizations active Largest organizations active2 Education 40 Health and nutrition 48 Agriculture, animal husbandry and fisheries 60 Environment and climate change 48 Skilling and employability 32 2
  40. Its member organizations comprise ~3% of the rural development space in India [original] Notes: (1) Calculated as Size of rural development space = (total philanthropic funding * share of funding for rural development) +NRLM budget; (2) Rural development is considered to be comprised of: Financial inclusion, Education, Skilling and employability, Environment and climate change, Agriculture, animal husbandry, and fisheries, Community development and upliftment, Poverty alleviation, Humanitarian assistance and relief, Local governance, Service (and entitlement) delivery, Women empowerment, Health and nutrition Sources: National CSR portal; Dasra-Bain, India Philanthropy Report 2021 40 RCRC’s combined budget forms ~ 3 %of the funding going into the rural development space in India… ….and ~1.7%of the philanthropic funding going into the top 5 thematic areas within rural development Breakdownof fundingby sector FY 21, in INR crores (approximate) 12,000 Rural development sector2 45,500 Crores1 84 130 62 9,000 3,500 2,500 2,000 113 97 Agriculture, Environment and animal husbandry climate change and fisheries Education Health and nutrition Sector Skilling and employability RCRC 1200 Cr RCRC 2
  41. Its member organizations comprise ~3% of the rural development space in India with a sizeable presence even in lesser focused thematic areas RCRC’s combined budget forms ~ 3 %of the funding going into the rural development space in India A majority of RCRC’s budget targets lesser focused thematic areas Share of top 5 thematic areasin total budget FY 21, in % (approximate) Rural development sector2 45,500 Crores1 1200 Cr RCRC 64% 40% 36% 60% Rural development space RCRC Others Top 5 Thematic areas 2 Notes: (1) Calculated as Size of rural development space = (total philanthropic funding * share of funding for rural development) +NRLM budget; (2) Rural development is considered to be comprised of: Financial inclusion, Education, Skilling and employability, Environment and climate change, Agriculture, animal husbandry, and fisheries, Community development and upliftment, Poverty alleviation, Humanitarian assistance and relief, Local governance, Service (and entitlement) delivery, Women empowerment, Health and nutrition Sources: National CSR portal; Dasra-Bain, India Philanthropy Report 2021; Survey data 41
  42. Its member organizations comprise ~3% of the rural development space and ~4.5% of the lesser focused thematic areas in India RCRC’s combined budget forms ~ 3 %of the funding going into the rural development space in India RCRC’s budget towards thematic areas outside the top 5 forms ~4.5%of the total funding to those areas in India Rural development sector2 45,500 Crores1 1200 Cr RCRC Funding to thematic areas outside the top 5 16,500 Cr 700 Cr RCRC 2 Notes: (1) Calculated as Size of rural development space = (total philanthropic funding * share of funding for rural development) +NRLM budget; (2) Rural development is considered to be comprised of: Financial inclusion, Education, Skilling and employability, Environment and climate change, Agriculture, animal husbandry, and fisheries, Community development and upliftment, Poverty alleviation, Humanitarian assistance and relief, Local governance, Service (and entitlement) delivery, Women empowerment, Health and nutrition Sources: National CSR portal; Dasra-Bain, India Philanthropy Report 2021; Survey data 42
  43. Our survey results show a clear alignment among members on the purpose of RCRC and the challenges it should attempt to solve Source: Dalberg RCRC Member Survey 43 65% To influence policy at the national and state levels by being the representative organization for rural voices 61% To build an engaged network of key stakeholders andecosystem actors in rural development 40% To be a movement-builder and agenda-setter for rural development 52% Lack of fundingfor smaller organizationsin the rural development space 50% Lack of a representative voice of civil society organizations (for donors, government, and other key stakeholders) 38% Difficulty in building partnerships with government Purpose of RCRC N=62 | % top 3 mentions in the survey| “From your perspective, what is the purpose of RCRC?” Challenges RCRC should work to address N = 62 |%top 3 mentions in the survey |“What problem(s) or challenge(s) in the ecosystem should RCRC focus its efforts on addressing?”
  44. Given these strengths, RCRC is best placed to primarily play the role of an advocate and network facilitator, while also touching on other roles 44 ADVO CATE LEA RN IN G H U B N ET W O RK F A C ILIT A T O R T H IN K T A N K C A PA BILIT Y BU ILD ER PEA K BO D Y IM PLEM EN T A TIO N C O O RD IN A T O R KNOWLEDGE Peer learning and research for sectoral development NETWORK Generating influence across policy makers,society and other external stakeholders RESOURCES Collectivizing resources and opportunities for impact at scale Primary roles Secondary roles De-prioritized roles
  45. 1 RCRC Strengths Analyses CONTENTS 2 Collaboratives Analyses Other miscellaneous analyses 4 3 Mission statement analyses
  46. Rural India faces several systemic challenges to development These challenges are beyond the capacity of individual organizations and are best solved through collaboration Intersectionality of issues • Issues across thematic areas in rural India are inter-linked e.g., agriculture- environment, education-health-sanitation etc. and cannot be addressed in isolation Low organizational capacity • Most organizations working on rural development lack professional systems and processes due to low bandwidth, lack of funding for organizational development and inaccessibility of support Datainconsistency • Various organizations publish data drawing from different sources across different parameters using different methodologies making it difficult to reliably assess the needs of rural communities Technological backwardness • Rural communities find it difficult to access and / or leverage digital technology due to limited infrastructure, low literacy levels, lack of awareness, different linguistic needs etc. Skewed resource allocation • A large portion of funding goes to a few large organizations and select thematic areas leaving most other organizations and thematic areas chronically underfunded Scale of diversity • Rural India is a collection of communities whose needs and demand for products and services vary widely based on proximity to markets, resources available, climatic conditions and socio-economic parameters, requiring customized solutions and delivery models 46
  47. To address these challenges, collaboratives engage stakeholders in different ways to achieve their desired impact Who isengaged Collaboratives engage civil society, NGOs, funders and government to • Provide inputs e.g., voicing concerns and demands • Action on outputs e.g., changing policies 47 Howthey are engaged Stakeholders usually provide inputs or action on outputs through three modes: • Knowledge – sharing expertise e.g., research, lived experiences • Network – building or facilitating connections e.g., between movements and media • Resources – providing material support e.g., funding, technical assistance What they are engaged for The engagement is in service of the collaboratives desired impact which is usually across one or more of three dimensions: • Scale – scaling existing solutions or movements to reach more people • Influence – influencing stakeholder action, change the agenda • Innovation – nurturing and promoting innovation in their areas of focus
  48. We have seen typically four impact pathways for collaborators in India (1/2) 1 |Carryingout large-scale grassroots action 2 |Mobilizing/catalysing external stakeholder action 3 |Amplifyingthe voice of underrepresented communities 4 |Encouraging/nurturing innovation • Developing and piloting innovative solutions for pressing social issues with the goal of establishing scalable business / philanthropic cases and as a result, encouraging further innovation 48 • Ensuring that the voices of marginalized communities become part of nationaldiscourse vs just regional discourse • Catalysing / strengthening social movements to move beyond small pockets to a national stage Representing the voice of civil society to: • Inform and influence government policies • Influence private foundation and corporate philanthropic programs and fundingallocation • Bringing together different organizations to implement proven solutionsat scale with enhanced efficiency and cost effectiveness
  49. We have seen typically four impact pathways for collaborators in India (2/2) Sources: Dalberg analysis; Bridgespan, Philanthropic Collaboratives in India, 2020; Synergos website, accessed December, 2021; India Sanitation Coalition website, accessed December, 2021; Dasra, Collaboratives in India, ; Edelgive foundation website, accessed December, 2021 49 Key activities Impac t • Piloted 11 innovative projects aimed at improving health and nutrition outcomes of local communities 4 successful pilots are being scaled up by other orgs: • Food diversification project for quality food at anganwadis • Girls gaining ground initiative to build adolescent girls’ confidence • Day care centers project to offer day care for migrant laborers • CAALP program to offer literacy, health, nutrition training to women 4 |Encouraging/nurturing innovation • Supporting the unlocking of WASH financing e.g., through roundtables with companies,government and CSOs • Developing and disseminating best practices in the sanitation advocacy space • Providing inputs into WASH policies through participation at allied forums • Connected 51 MFIs with CSOs to facilitate greater credit financing in WASH • Lobbying corporates to emulate HUL’s ‘Swachhta Doot’ program where factory workers become WASH evangelists in their communities 2 |Mobilizing/catalysing external stakeholder action 1 |Carryingout large-scale grassrootsaction • Implementing result-oriented processes at the school-level to elevate learning outcomes • Building the leadership abilities of education functionaries at district, block and cluster level • 570,000 students have achieved grade level competency • Students’ performance in four pilot blocks observed to be higher than the more advanced blocks • Identifying sanitation issues of vulnerable communities including urban poor • Ensuring their voices become part of national discourse through media campaigns 3 |Amplifyingthe voice of underrepresented communities While NFSSM has a higher focus on spotlighting community voices, it does so in pursuit of its aim to influence government policies This seems to be a general trend: collaboratives that gather and leverage community voices usually do so in pursuit of the other impact pathways
  50. On their chosen pathway, collaboratives engage on various permutations of three ‘domain areas’ to adopt one or more out of seven roles RESOURCES Collectivizing resources and opportunities for impact at scale KNOWLEDGE Peer learning and research for sectoral development A DV O CATE 50 LEARNING HUB TH INK TA NK IM PLEM ENTA TIO N CO O RDINA TO R CA PA BILITY BUILDER PEA K BO DY NETW O RK FA CILITATO R NETWORK Generating influence across policy makers,society and other external stakeholders
  51. The roles adopted may vary from one collaborative to another even if they choose the same impact pathway 3 |Amplifyingthe voice of underrepresented communities • Advocate • Think tank 2 |Mobilizing/catalysing external stakeholder action • Advocate • Network facilitator • Learning hub • Implementation coordinator • Advocate Pay what it takes collective • Think tank • Network facilitator 4 |Encouraging/nurturing innovation • Implementation coordinator • Network facilitator • Learning hub • Learning hub • Implementation coordinator 1 |Carryingout large-scale grassrootsaction • Implementation coordinator • Capacity builder • Advocate • Implementation coordinator • Network facilitator • Implementation coordinator 51
  52. The roles collaborators can play depend on their strengths and competitive advantage Wide geographic reach 1 | Carrying out large- scale grassroots action 2 | Mobilizing / catalysing external stakeholder action 3 | Amplifying the voice of underrepresented communities 4 | Encouraging / nurturing innovation Deep community reach Capacity building expertise Communications expertise Implementation expertise Research expertise Large budget Diversified funding sources 52
  53. CSO collaboratives have aimed to influence action by adopting a network, knowledge or resource driven approach… N ETW O RK RESOURCES Collectivizing resources and opportunities for impact at scale KNOWLEDGE Peer learning and research for sectoral development A DV O CA TE LEARNING HUB TH INK TA NK IM PLEM ENTA TIO N CO O RDINA TO R CA PA BILITY BUILDER PEA K BO DY NETW O RK FA CILITATO R Generating influence across policy makers,society and other external stakeholders 53
  54. …yet, these efforts have been limited to certain issue areas, and tackle challenges of specific communities or groups Source: respective websites 54 Advocate with different actors to facilitate flow of knowledge on and resources for sanitation Examples • Knowledge fellowship for media professionals • Convenes and disseminates insights from WASH forum • Lobbying with corporates to follow HUL’s Swachta doot model Thematic areas Sanitation Externalstakeholders engaged Private sector Conduct and disseminate evidence- based research to influence government action Examples • Worked with Ministry of Housing and Urban Affairs to draft national FSSM policy • Released multiple knowledge products, including guides to FSSM, video case studies and infographics Thematic areas FSSM Beneficiaries reached Manual scavengingworkers Externalstakeholdersengaged Government Provide services to enable migrant workers to realize their rights and entitlements Examples • Assisted in filing 15 lakh+ individual social security applications • Established a national helpline to report worker rights violations • Conducted worker trainings to facilitate safe migration Thematic areas Entitlement delivery Beneficiaries reached Migrant workers Externalstakeholdersengaged Private sector Focus area What they do
  55. 1 RCRC Strengths Analyses CONTENTS 2 Collaboratives Analyses Other miscellaneous analyses 4 3 Mission statement analyses
  56. To arrive at our strategy, we undertook a three step analyses process to complement the suggestions of RCRC’s members I. Identifying the needs In Step 1, we identify the biggest needs of a) the marginalized communities and b) civil society organizations • 1a. What are the major challenges/issues faced by marginalized communities? Whatdo they need to overcome these challenges? • 1b. What are the challenges/issues faced by civil society organizationsin India? II. Gaps in current efforts In Step 2, we analyze efforts undertaken to meet the needs recognized in Step 1, and identify the currentgaps that exist • What are existing efforts undertaken to address challenges faced by marginalized groups and civil society organizations? • To what extent do these currentefforts fulfilthe needs? III. RCRC’SUnique Strengths Once we have identified all the major gaps that exist in current efforts, we take the lens of RCRC’s unique strengths to finalizethe gaps that RCRC is best placed to address • Whatare RCRC’sunique strengths? • Which gaps are these strengths especially likely to help address? Mission + Strategic Priorities 56
  57. Our analyses on needs of marginalized communities leads to four key challenges faced by them and cross cutting issues in CSOs Issues plaguing marginalized communities rarely receive mainstream media attention Society and people in power are not aware of issues of the marginalized leading to ineffective design and implementation of solutions Marginalized communities struggle to access basic services and entitlements due to gaps in awareness and last-mile delivery Attention Awareness Access Representation Marginalized communities are underrepresented in circles of power in government,business and media Civil Society Organizations: Capacity Building, Collaboration , Representation CSOs work directly in enhancing the lives of marginalized communities, yet they face several challenges. They tend to be capacity constrained (especially the smaller CSOs), work in silos and rarely collaborate with each other and other key ecosystem actors, and do not have a cohesive representative voice to vouch for their needs and requirements 57
  58. Issues plaguing marginalized communities rarely receive media attention Word cloud based on national news headlines from 2009 to 20211 Note: (1) To visualize the word cloud, 100 headlines were chosen at random out of 1.13 lakh national news headlines in The Hindu from 2009 to 2021 Sources: (1) The Hindu; (2) Oxfam, Who tells our stories matters, 2019 58 SupremeCourt Mumbai flights militants U.S. law pledge dead Maximum TN Yoga rebels officials first 24x7 organ-donation shaken review TheWeek parties hike death ordinance formalities poor shoot empowering schools OmBirla regional minimum-wage human-error Northwest-India storm bus email Justice appoint conceded Zone' Bullets mandate IRCTC positive swearing-in restrictions governance healthcare orders leak Alagiri gorge violence fees pact hostility low-carbon-technologies Cabinet vaccines Rohatgi episode Right-to-Education Antony 2+2 world IncomeTax socialmedia deficit RahulGandhi rescue-op Marginalized communities typically only make it to the national headlines when they are at the center of large-scale movements such as the farmer protests, anti- CAA protests etc. Even when they do make it to national news, they are typically covered by upper caste men2
  59. Society and people in power are not aware of issues of the marginalized leading to ineffective design and implementation of solutions 59 Research • Most research on / with marginalized communities tends to be at a sub-district to district level with few studies at a state level • Different studies adopt different sample sizes and sampling methods, and target different gaps making them dismissible as edge cases Funding • 55%of CSR and philanthropic funding is channelled to just two sectors – education and health & nutrition • Most CSR and philanthropic funding is directed to states with larger populations like Maharashtra and not those with higher poverty incidence like Jharkhand The voice of the grassroots needs to be brought to the public sector to ensure that government initiativescreate impact for the poor” - Parmesh Shah “ Policies /Programs • MGNREGA has not benefitted people with disabilities and religious minorities • NRLM falls short of addressing caste and gender barriers to greater social mobility • NFSA doesn’t recognize divorced / separated women as ‘households’ depriving them of ration cards and hence basic security nets Policies and schemes are rarely equitable and inclusive, leavingbehind the vulnerable Thereis a need to ensure that grassroot voices inform decision making not justthe voices of people with money” - Anurag Behar “ Corporate and philanthropic donors’ goals and criteria may not always reflect community needs Research studies that are inclusive of the vulnerable are too sub-scale to inspire union and state government action
  60. Marginalized communities struggle to access basic services and entitlements due to gaps in awareness and last-mile delivery Slums especially those with higher proportion of marginalized groups like SCs and Muslims lack basic services such as regular water supply, reliable electricity access etc. due to institutional apathy1 PHCs and CHCs in tribal areas lack adequate staff and facilities. On average, there are 22.4% fewer nurses and 27.6% fewer doctors than government sanctioned positions in areas with high proportion of ST population2 Only 20% of migrant households with ration cards tried using portability to access their rations due to lack of awareness of the One Nation One Ration Card initiative3 Marginalized communities especially SC, ST population in remote areas are unaware of their rights and entitlements under law and / or the path to legal recourse in case of violations Sources: (1) The Wire, India’s Urbanisation is Dangerously Exclusionary and Unequal, 2016; (2) Ministry of Tribal Affairs data; (3) Dalberg study with Omidyar Network, yet to be released 60 There is a lot of last-mile blindness.As a result, various concepts and initiatives don’t have the kind of large-scale impact they are designed to have” - Bindu Ananth “
  61. Marginalized communities are underrepresented in circles of power in government, business and media Sources: (1) Scroll, Verdict 2019 in charts and maps: Nearly half of India’s Muslim MPs come from only two states, 2019; (2) Business Standard, Reservations take SC/STs to Parliament, but not to positions of influence, 2021; (3) AFP, Caste discrimination taints corporate India, 2020; (4) Oxfam, Who tells our stories matters, 2019; (5) Media Studies Group, A Survey of a ‘Dark’ Reality: Caste in Media in 2006 61 Government • Just 9 %of Lok Sabha MPs are from religious minorities despite them constituting almost 20% of the population1 • While Lok Sabha meets the SC, ST reservation criteria, only 30%of parliamentary committees do2 Business • M arginalized groups accounted for just 0.008%directorships in leading Indian companies3 • Only 7 %of board members in leading Indian companies are not from upper castes3 • Candidates with SC surnames are half as likely to be interviewed as those with upper caste surnames3 Marginalized communities rarely make it to the top in businesses Media • 75%of the anchors and a majority of the panelists on flagship segments tend to be upper caste men4 • SCs and STs are completely absent from decision makingpositions at major media organizations4 • Muslim and women representation in decision making is only marginally better at 3 %and 17%respectively5 Indianmedia severely lacks representation from marginalized groups in decision making Marginalized communities are underrepresented in Parliamentespecially in committees
  62. CSO efforts to improve the lives of marginalized are limited by three major challenges in capacity, collaboration, and representation 62 Capacity • CSOs face several capacity constraints, which is especially the case for smaller organizations. These range in capacity to execute programs, staff capacity, organizational structure and systems, ability to raise funding etc. • Establishing standards for organizational capacity, and providing resources for capacity building can lead to better outcomes and improve the lives of the marginalized on the ground. Collaboration • CSOs work in silos re-inventing the wheel on solutions in large part due to a lack of awareness of each other’s work and capacities, and competition. • Additionally, there is limited collaboration with external actors(e.g. government, media, donors etc.)which directly affects impact at scale. • Collaboration both between CSOs and external actors is crucial to further impact. Representation • Government can be a powerful scale multiplier to CSOs’ grassrootsefforts and media can help accelerate awareness and understanding among the public. However,there isn’t one go-to or representative voice to vouch for the needs of CSOs and highlight efforts. • Having a representative voice of CSOs for both the government and media can help combat the lack of trust and lack of awareness and lead to greater impact at scale. We need a united voice to stand and lobby for the needs and efforts of CSOs. Without the government, there are serious limitations to achieving scale for our work.RCRC can be that representative voice for CSOs” - RCRC member “ We need to have more conversations with donorsto give them a view of CSO realities to ensure that their funding criteria includecapacity building like OD costs, overheads for staff trainings,don’texclude small CSOs by design.” - RCRC member “ We know very little about the work of each other (RCRC members), and the innovations in the respective sectors.If we can know about each others’work,there willbe greater scope for working together and creating a larger impact.” - RCRC member “ CSOs face three majorchallenges...
  63. Several efforts work to increase media attention and influence government action; equity-centered research is more of a whitespace Notes: (1) Examples discussed are indicative and not exhaustive; (2) FSSM stands for Faecal Sludge and Septage Management 63 Needs Individualefforts1 Increasing media attention to the needs of marginalized communities Inclusive government policies and programs Equity-centered research AWARENES S ATTENTION Collective efforts1 • People’s Archive of Rural India (PARI) generates content and collates content from others to showcase everyday lives of everyday people in rural India • Other alternative media sources such as Dalit Murasu strive to provide a space for underrepresented voices • India Sanitation coalition has a knowledge fellowship program to expose select media professionals to the sanitation value chain and its socio-economic impacts Various efforts especially by individual organizations are bringing out the voices of the marginalized but they have not yet been able to push them into mainstreamnational media • UNICEF through its inclusive social policy program works with union and state governments to build / strengthen programs with mothers and children as direct beneficiaries • National FSSM2 coalition works with union and state governments to draft FSSM policies and releases knowledge products to facilitate increased budget allocations for FSSM Large organizations – collaboratives, multilaterals, large CSOs – have been able to influence government policies andprograms but they tend to be too limited in their scope or too high level in their impact metrics • Public Health Foundation of India generates evidence on socioeconomic inequality and social determinants of health in India with the help of marginalized communities as subjects Few large-scale research efforts are consciously inclusive of marginalized communities and report disaggregated data (as opposed to overall / averaged data) MARGINALIZED COMMUNITIES
  64. Last-mile delivery witnesses significant efforts; efforts on influencing funding can be more aligned Needs Individualefforts1 Streamlining funding with a multi-sector lens AWARENES S Collective efforts1 Enablinglast-mile delivery of services and entitlements ACCES S • Haqdarshak enables MSMEs, marginal workers employed by corporates such as factory and construction workers file and track applications for government entitlements • Several RCRC members such as Ibtada ensure that government schemes and entitlements for rural India such as MGNREGA reach the intended beneficiaries • Migrants’ Resilience Collaborative (MRC) enables migrant workers and returnees to file applications for social security benefits, access responsible recruitment and report grievances / violations of law Significant efforts are already underway by both individual organizations and collectives to enable last-mile delivery; facilitating greater fundingand cross-learning might help enhance their efficiency andeffectiveness • Pay what it takes collective works towards socializing support among donors for non-programmatic organizational development funding for CSOs • India Sanitation Coalition works to increase private sector funding for sanitation 64 Notes: (1) Examples discussed are indicative and not exhaustive Current efforts aim to direct funding in different directions typically from a narrow sectoral lens; there is a need for abroader, more streamlined approach • Dasra educates funders to be more strategic in their giving and facilitates collaborations between funders and CSOs MARGINALIZED COMMUNITIES
  65. Various efforts aim to build grassroots entrepreneurs and to a lesser extent community leaders; media representation lacks attention Needs Increasing representation of marginalizedgroups in alllevels of government Increasing representation of marginalizedgroups in business Increasing representation in media There are no real efforts to increase the diversity of mainstreamIndianmedia outside of a few scholarships for SC students in journalism colleges such asthe Asian College of Journalism • CORO’s grassroots development leadership program facilitates select members from marginalized communities to drive change in their communities through targeted training and support • S M Sehgal foundation’s Women’s Leadership School aims to build the capacity of and provide a collective action platform for grassroots women leaders such as elected representatives, SHG members etc. A few efforts aim to equip members of marginalized communities with leadership skills to drive change. There typically is no clear path for memberswho go through suchefforts to climb up the political ladder Individualefforts1 Collective efforts1 • RCRC member Udyogini enables women from marginalized communities to become entrepreneurs through skill development and market linkages • Child Fund India conducts skill development training for youth to start their own enterprises or succeed in the job market Various efforts at cultivating andbuilding the skills of entrepreneurs, and facilitating greater entry of people from marginalized groups into companiesbut none on ensuring their rise within companies • Global Alliance for Mass Entrepreneurship (GAME) works to enhance job creation by entrepreneurs with a focus on youth, women and MSMEs but not on marginalized communities MARGINALIZED COMMUNITIES REPRESENTATION 65 Notes: (1) Examples discussed are indicative and not exhaustive
  66. There is momentum towards enhancing collaboration and capacity; representation of CSOs and establishing capacity standards is lacking Needs Individualefforts1 Collective efforts1 Facilitating cross- learning to enhance collaboration between CSOs Facilitating collaboration between CSOs and external actors COLLABORATION Cross-learning between CSOs might be happening at aninformal level within coalitions and the sector at large but doesnot seemto be a stated /institutionalized objective Learning most commonly takes the form of knowledge generationanddissemination Various efforts have created pockets of CSO-donor-government collaboration; A larger co-ordinated pushis needed to ensure that suchcollaboration becomes the norm • India Sanitation Coalition organizes roundtable discussions involving government bodies, financial institutions and grassroot organizations to solve for credit finance in the WASH supply chain • Dasra facilitates collaborations between funders, CSOs, corporations and the government to help them share learnings and create joint solutions CIVIL SOCIETY ORGANIZATIONS Establishing capacity and accountability standards • CAF India offers CSOs certificate of validation based on an assessment of their credentials, capacity and track record. Tailored capacity building is offered to help CSOs address weaknesses identified during the assessment • GuideStar India certifies CSOs on their level of transparency and public accountability based on an evaluation of key documents and activities There are no widely recognized standards for CSO capacity, transparency and accountability. As a result, external actors don’t have reliable means to assess potential partner CSOs esp. newer and smaller CSOs • Credibility alliance aims to enhance CSO transparency and accountability through accreditation CAPACIT Y 66 Notes: (1) Examples discussed are indicative and not exhaustive There have been few efforts to establish a go-to representative voice to vouch and lobby collectively for CSOs; collaborativeslike VANI have previously done this at alimited level, but aconcerted effort is missing Establishing a go-to representativevoice for CSOs in government and media REPRESENTATIO N
  67. Various individual and collective efforts work to address these needs; our analysis shows gaps persist esp. in terms of scale, depth and coordination 67 Our analysis shows that despite all the efforts currently undertaken, there exist many gaps that are yet to be fully addressed. The major gaps are: • Scale: Most efforts are sub-scale in terms of their sectoral, geographic and / or beneficiary focus • Depth: Larger scale efforts tend to look at the average or overall picture without diving into the specifics for sub-groups •Coordination: Most efforts are designed and implemented without knowledge of or conscious attention to other efforts sometimes resulting in competing or contradicting efforts being implemented Individual efforts • CSOs and social enterprises mostly working independently towards addressing the needs of marginalized communities Collective efforts • CSOs forming coalitions / collaboratives sometimes along with philanthropic donors and government bodies to collectively address the needs of marginalized communities
  68. RCRC has unique strengths that allow it to operate at scale and be the “collaborator” across ecosystem actors 68 Source: Dalberg RCRC Member Survey Access to marginalized communities Representative network of CSOs with pan-India coverage RCRC members collectively drive ~2 %of total philanthropic funding in India and include some of the largest CSOs and comprise over 40% of small NGOs and have a presence in a majority of states and UTs in India Stats • 76 members • More than ₹ 1200crore cumulative budget • Over 10,000 combined employee strength • Over 1.6 crore beneficiaries reached Access to government 1 2 3 RCRC members reach some of the most vulnerable communities in the country Examples • Keystone Foundation: Indigenous tribes in the Nilgiri Bioshpere Reserve (NBR) • EBSSS:Kols in Bundelkhand • Ibtada: Meo Muslim community in Mewat, Rajasthan RCRC, through its members, have strong access to the highest levels of government, and can enter partnerships, as well as gain a seat at the table for important policy measures and schemes Stats • The Ministry of Rural Development, ICAR and RCRC entered an MoU to economically transform 100 rural Districts in the country. Access to donors and trust to aggregate funding RCRC facilitated close to ₹ 50 crore in funding for member organizations despite being a new collaborative Stats • RCRC used less than ₹ 3 crores to facilitated the ₹ 50 crore funding – a leverage of more than 16X • Additionally, RCRC has already influenced a few donors’ funding strategies by being a trusted aggregator and partner 4
  69. 1 RCRC Strengths Analyses CONTENTS 2 Collaboratives Analyses Other miscellaneous analyses 4 3 Mission statement analyses
  70. Rural development challenges are complex and interrelated; creating lasting change necessitates addressing multiple challenges simultaneously 70 Gender equality – Education – WASH • It is estimated that 23%girls drop out of school in Indiaonreachingpuberty due to lack of adequatesanitationfacilities such as toilets, sanitary napkins, safe disposal areas1 • Even among the girls who do not drop out, 11% miss school on a regular basis and 45% report a drop in concentration2 • This directly affects their education outcomes and hence career prospects later in life Agriculture – Climate change • Multiple studies show that climate change will lead to productivity andincome declinesin India’sagriculture, forestry and fisheries– the backbone of rural economy – with some studies expecting farm incomes to decline by 18%3 • Agriculture also contributes to India’s GHG emissions. Studies estimate that adopting practices such as efficient use of fertilizer, zero tillageandbetter water management in rice farming can cut emissions by 18% Education – Financial inclusion – Poverty alleviation • Financial education / literacy can enhance financial inclusion especially in terms of the depth of inclusion by enablingnot just accessto but usageof financial services5 • Increased use of financial services has the potential to facilitate income growth and reduce poverty levels6 e.g., business loans for farmers and other microentrepreneurs, micro-investment opportunities etc. Sources: (1) Dasra, Dignity for Her, 2015; (2) M Sivakami et al., Effect of menstruation on girls and their schooling, and facilitators of menstrual hygiene management in schools: surveys in government schools in three states in India, 2015; (3) Ideas for India, Climate Change and Indian Agriculture, 2018; (4) CIMMYT, New study: India could cut nearly 18% of agricultural greenhouse gas emissions through cost-saving farming practices; (5) A Grohmann et al., Does financial literacy improve financial inclusion? Cross country evidence, 2018; (6) M A Omar et al., Does financial inclusion reduce poverty and income inequality in developing countries? A panel data analysis, 2020 While RCRC started with a focus on “rural livelihoods”, it should now look broaden its efforts into “rural development” in order to work on many of these sectors and topics simultaneously Examples of complex and interrelated challenges:
  71. There is limited representation of the needs and interests of vulnerable communities of rural India in policy, research, and media 71 Policy Policies and schemes are rarely equitable and inclusive,leaving behind the vulnerable.Examples: Research Research studies on the vulnerable are too generic to inspire national level policy action Media Indian media is severely lacking in representation both in their dissemination and in theirdecision making • MGNREGA has not benefitted people with disabilities and religious minorities • NRLM falls short of addressing caste and gender barriers to greater social mobility • NFSA doesn’t recognize divorced / separated women as ‘households’ depriving them of ration cards and hence basic security nets to • Most research tends to be at a sub-district to district level with few studies at a state level • Different studies adopt different sample sizes and sampling methods, and target different gaps making them dismissible as edge cases • Larger studies tend to be meta-analyses of data from smaller studies or the government raising consistency issues or lacking qualitative data • Caste and gender issues are rarely covered. When they are, they tend to be covered by upper caste men • Most anchors and panelists on flagship segments tend to be upper caste men • Dalits are completely absent from decision making positions at major media organizations. Muslim and women representation is only marginally better The voice of the grassroots needs to be brought to the public sector to ensure that government initiativescreate impact for the poor” - Parmesh Shah “ Thereis a need to ensure that grassroot voices inform decision making not justthe voices of people with money” - Anurag Behar “
  72. Targeted policy action is necessary as underrepresented communities in rural areas continue to lag behind others in most metrics Source: 2011 Census data; Business Standard, Fewer poor among SC, ST, OBC, 2014; Kumari M, Mohanty SK., Caste, religion and regional differentials in life expectancy at birth in India: cross-sectional estimates from recent National Family Health Survey, 2020 72 Literacy rate in rural India 2011, in % 56% 64% Total 51% 69% 59% 79% 38% 48% 39% SC ST Legend: All Male Female ST SC 32% Total 26% 45% Poverty rate in rural India 2011-12, in % 68 63 64 66 60 61 70 66 68 Upper castes SC ST Life expectancy at birth 2015-16,in years
  73. Other vulnerable groups from rural India like migrants continue to be left behind and can greatly benefit from the support of RCRC’s programming Source: 1. Dalberg study with Omidyar Network, yet to be released. 2. Economic Times, They have not returned: How Covid-19 has impacted labour migration in the country, 2021. 73 There are a host of challenges that affect migrants; RCRC can help address some of these 1 2 3 Access to government entitlements and schemes Re-integration of returnee migrants Lack of reliable data on migrants Despite schemes like the One Nation One Ration Card (ONORC) being implemented that are targeted to making migrant lives easier, studies show low uptake. A recent Dalberg study found that only 20% of migrant households with ration cards tried using portability to access their rations.1 RCRC member organizationscanadvocate for migrants’ access for these entitlements andalso raise awareness among communities. The reverse migration that was triggered as a result of the first COVID wave is yet to normalize fully, and an estimated 10% migrants are yet to return to urban areas, meaning that they are likely to look for employment and livelihood in their villages.2 RCRC through its immensenetwork and reach in rural areas can help surface the needs of these returnees throughresearch and then help address these needs throughits member organizations. Current data on migrants in India is unreliable and outdated. RCRC can play apivotal role in pluggingthese gapsin data throughresearch efforts, and elevating migrantvoices andneeds in public discourse
  74. Rural development policies and schemes are rarely equitable and inclusive, leaving behind several vulnerable and underrepresented groups Sources: M Subharwal et al., Factors Influencing Accessibility of Mgnrega Entitlements by Socially Excluded Groups, 2014; M Bhattarai et al., MGNREGA Impact on Rural Asset Creation: a study in two villages of Prakasam District of Andhra Pradesh, India, 2014; C. Neogi et al., Women’s Entrepreneurship and Microfinance, 2017; VOICE, A Report on the Success and Failure of SHG’s in India – Impediments and Paradigm of Success, 2008; K Berry, Disowning Dependence: Single Women's Collective Struggle for Independence and Land Rights in Northwestern India, 2011; TNIE, Newly-wed women deprived of ration sans easy porting, 2021 74 Examplesof shortcomings of the largestruraldevelopment policies/ initiatives MGNREGA The 33% reservation for all marginalized groups combined has not benefitted people with disabilitiesandreligious minorities • For e.g., a study in South 24 Paraganas district of West Bengal found that Muslims accounted for just 13% of person days created despite constituting 36% of the district population The provision for asset creation on private lands puts the landless,who tend to be predominantly from marginalized communities, at a disadvantage • For e.g., a study in Prakasam district of Andhra Pradesh found that not all works directly benefitted the landless and the indirect benefits were contingent on external factors Widespread implementation issues suggest a need for establishing a concrete accountability mechanism at the policy level NRLM The model of providing microfinancing to the poor by grouping them into collectives such as SHGs, occupation-based cooperatives etc. falls short of addressing caste andgender barriers to greater social mobility esp. for the most vulnerable • For e.g., a study in Purulia, West Bengal found that vulnerable women like widowed, divorced, SCs, STs, extremely poor were unable to avail benefits from and did not actively participate in SHGs • In a national level study, it was found that SHG loans were typically provided for activities that reinforced stereotypical gender- based division of labor and that poor women reported a higher workload on joining an SHG as the additional SHG workload did not generate sufficient income National Food Security Act Single womenincludingdivorced /separated women are not recognized as a ‘household’ in most states often leaving them without a ration card and basic security nets • For e.g., a study in Himachal Pradesh reported how separated women were not able to access the provisions they were entitled to because their names were in their (ex-)husband’s ration card Lack of streamlined and accountable portability mechanisms that cause hardship for newly-wed women • Multiple articles report newly-wed women in Odisha being unable to get their name added to their in-laws’ ration card despite producing all required documents and having their names deleted from their parents’ ration card leaving them without access to provisions they are entitled to
  75. Note: To visualize the word cloud, 100 headlines were chosen at random out of 1.13 lakh national news headlines in The Hindu from 2009 to 2021 Sources: (1) UN Women, Gender Inequality in Indian Media, 2019; (2) Oxfam, Who tells our stories matters, 2019; (3) Media Studies Group, A Survey of a ‘Dark’ Reality: Caste in Media in 2006; (4) Dalberg analysis 75 • Media outlets rarely cover caste or gender issues. Even when they do, they tend to be covered by upper caste men1,2 • Most anchors on flagship segments as well as most experts interviewed for reports tend to be upper caste men2 • Dalits are completely absent from decision making positions e.g., editor-in-chief at major media organizations in India. Muslim and women representation is only marginally better3 Supreme ensure Parties Three meet poll 7 Railways Green Sheila Bullets Unfazed Rebels Scams BJD proceedings shoot Shahid Parlia Kera m la ent Coimbatore hail declares talk targets involved tribunal Nair aircraft shows create comment Sharif Right poor take COVID-19 enact Sushma, ‘Panel aspirants' chief's Collegium science Digest: ‘powerful 26-Nov 3G remarks designated ‘clear-cut polls' plan gives IAF force delays duo donation sector image test CBI disturbance chief man bus scale Speaker Ki bad leak stir, PMO R. Kota; coronavirus Batticaloa Maharashtra; engines Sabha rests relations rejig Sha f n ight k s a ummo r n spectrum mandate: withdrawal Rajya bound bond weak Omicron Savarkar, media price power back Additionally, media coverage of policy gaps as well as the needs and challenges faced by the vulnerable and marginalized remains limited Word cloud based on headlines in The Hindu from 2009 to 2021
  76. The vulnerable and underrepresented comprise a large and diverse group that spans the whole nation Source: Census data 76 69% 31% Rural Urban India % 11% 15% 18% 27% 27% 2 Other women PwD ST Religious SC minorities Rural India Others 47% 73% Underrepresented communities are incredibly diverse. They comprise of more than 1800 communities and tribes following different religions / sects and conversing in different languages Underrepresented communities are diverse, represent more …and are spread across the nation than 47%of rural population … Arabian Sea Bay of Bengal Indian Ocean Maharashtra Andhra Pradesh Odisha Lakshadweep G oa Puducherry Tamil Nadu An daman and Nicobar Islan ds Madhya Pradesh West Bengal Bihar Jharkhand Uttar Pradesh Uttarakhand Assam Arunachal Pradesh Nagaland Manipur Tripura Mizoram S ikkim Meghalaya Rajasthan G ujarat Haryana Himachal Pradesh Punjab Delhi Chandigarh Jammu and Kashmir Daman and Diu Dadra and Nagar Haveli Map not to scale www.indzara.com ColourGradient Lowest (light) to Highest (dark) Telangana 1.8% SC, ST population 94.5% SC, ST population
  77. Studies detailing policy gaps and issues affecting the most vulnerable are too geographically specific to inspire national level policy action • Most research tends to be at a sub- district to district level with few studies at a state level • Different studies adopt different sample sizes and sampling methods, and target different gaps making them dismissible as edge cases limited to the geography studied • Larger studies tend to be meta-analyses of data collected by smaller studies or the government raising consistency issues or lacking qualitative data 77 Coordinated large scale studies with uniform sampling methods and objectives can provide reliable information that can be leveraged to influence government action Illustrative examples
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