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E+E Field Handbook
The E+E Field Handbook features the most important and essential tools needed for successfully accelerating your inclusive economic development and education projects in line with the instructions of SDC’s Project Cycle Managment. For the latest and state of the art templates and guidances in the SDC Field Handbook, click on the links on the right side (FDFA only). For additional information on the topic education, please visit the Education Shareweb. Type something
Normative Documents
SDC
[3.1 MB]
Updated Version 2022 - For SDC, education is a priority theme and comprises both basic education and vocational skills development. The SDC Education Strategy sets out how we will reach this objective through our bilateral and multilateral engagement. It provides guidance to the SDC’s South Cooperation, Cooperation with Eastern Europe, Global Cooperation as well as Humanitarian Aid and inspires the SDC’s cooperation strategies and its global and multilateral programmes.
SDC
[1.1 MB]
This document is a guidance paper for SDC head office and cooperation office staff. This is the updated version 2022 in English and French. The Spanish version is from 2017. The guidance document provides advice for SDC staff on how to manage projects using a market systems approach. Advice is provided for developing the initial project idea and formal entry proposal, the tender process, the inception phase, credit proposal and implementation phase, steering and monitoring, evaluation and preparation of a following phase. Ce document est un guide d'orientation interne destiné au personnel du siège de la DDC et des bureaux de coopération. Ce guide fournit des conseils au personnel de la DDC sur la manière de gérer des projets utilisant une approche des systèmes de marché. Des conseils sont fournis sur les activités du personnel autour du développement de l'idée initiale du projet et de la proposition d'entrée en matière, du processus d'appel d'offres, de la phase de démarrage, de la proposition de crédit et de la phase de mise en œuvre, du pilotage et du suivi, de l'évaluation et de la préparation de la phase suivante. There is also a short video with explanation and overview of the guidance paper - see video in English or see video in French Further, there is a brief for decision-makers and poster that can be printed and displayed in your office to make people aware of the guidance
SDC
[666 kB]
The General Guidance on PSE provides an orientation on the various forms of cooperation between the SDC and private sector actors and explains the engagement of SDC towards conducive economic policy frameworks. The General Guidance was drafted by the SDC in the course of 2020 and consulted with selected actors from the federal administration, the private sector and the civil society and is fully aligned with the 2030 Agenda for Sustainable Development of the UN.
SDC
[8 MB]
The Handbook provides comprehensive yet hands-on guidance for SDC staff in the field and at HQ who design, implement and steer partnerships with the private sector. The Handbook relies on lessons learnt from the past and provides a common basis for the future. It formulates a vision and a medium-term orientation for the SDC’s PSE with the goal of maximising impact while carefully managing risk
SDC
[1.3 MB]
The SDC guidance for Financial Sector Development provides the rationale and strategic orientation of SDC’s approach to FSD. It offers guidance to SDC’ s programme staff and decision-makers in the cooperation offices and at the head office, executing Swiss, international and national agencies, and to consultants so as to ensure coherent and effective FSD projects. Interested to see the presentation of the launch event of the FSD guidance? >> here
SDC
[799 kB]
The medium-term orientation defines the thematic and methodological priorities that SDC’s focal point and network on Employment and Income (e+i) for 2015 - 2019. A new medium-term orientation is in discussion for the new section Economy & Education with the aim to start from 2023 and beyond.
Working Aids
SDC E+E Network
[588 kB]
Economic and Financial Analysis (EFA) is a widely used approach for assessing whether the benefits of a particular action are greater than its costs over a given period of time. This also applies to VSD: In the application and assessment of a new project idea as well as in monitoring and project evaluations we would like to know if the expected benefits (for example: higher incomes for graduates) are greater than the costs of the project. Therefore, this working aid and a rather simple Excel workbook have been developed and updated. Their aim is to support SDC program officers, project implementers, consultants and other stakeholders in assessing costs and benefits of VSD interventions, be it in the planning stage of a project (ex ante), for monitoring purposes (ex inter) or as part of a mid-term or end of phase evaluation (ex post).
SDC
[2.7 MB]
This guidance sheet is part of a series of tools developed to support SDC staff and partners in designing and implementing projects aiming at financial inclusion.
This specific guidance sheet introduces the concept and key aspects of responsible credit. It provides guidance on how to design, prepare, implement, and monitor SDC projects effectively.
SDC E+E Network
[4.1 MB]
This guidance sheet is part of a series of tools developed to support SDC staff and partners in designing and implementing projects aiming at financial inclusion.
This specific guidance sheet introduces the concept and key aspects of digital financial services. It provides guidance on how to design, prepare, implement, and monitor SDC projects effectively.
SDC
[800 kB]
Why this slide deck? The Market Systems Approach (MSD) has become a mainstream approach for SDC’s Private Sector Development projects. Several organisations / implementers are also applying the key principles of MSD / systemic approaches to Vocational Skills Development (VSD) projects. However, there is neither a unified language nor an agreed institutional understanding of SDC regarding systemic approaches to VSD.The purpose of this slide deck is to share some thoughts on systemic VSD projects and share initial lessons learnt. Additional insights from ongoing processes may be added step by step. For whom? For those involved in the planning, design, approval and implementation of Vocational Skills Development projects.
How to use it? That’s up to you. Scan the slides quickly or take more time to dive deep in any of publications that are referenced on the slides.
SDC
[548 kB]
To support the uptake of the SDC Guidance on Results Indicators, the IED has elaborated supporting working aids for FSD, PSD and VSD projects. This working aid aims to provide information on good practice approaches to ensure credible measurement and reporting of results indicators for SDC’s FSD and PSD programmes. It supports the selection of relevant indicators for programmes, but does not include detailed information on how to measure each indicator. Watch this very short video explaining the rational of the working aid. Working aid on the use of result indicators in VSD programmes.
SDC
[2.4 MB]
The document brings together knowledge on Local Economic Development (LED) with current experiences of delivering LED within SDC. It aims to support design, implementation and steering of LED initiatives within SDC. After getting some initial understanding of what LED is this guidance will help you to deepen your understanding of the implications of LED for programme management within SDC’s Project Cycle Management (PCM).
SDC
[2.9 MB]
This introduction paper and guidance is made for Vocational Education and Training (VET) practitioners, donors and implementing partners in development cooperation who want to better understand and analyse how VET systems function and how their different elements interrelate. It shall therefore… - introduce those working in VET projects and institutions into VET systems thinking and provide them with a basic understanding and analytical dimensions; - improve the quality of the Swiss Agency for Development and Cooperation (SDC)’s VET interventions based on a better understanding of VET systems; - provide input for SDC’s position in the discussion about systemic approaches to VET systems development and reform.
Updated version April 2022
SDC
[2.8 MB]
Private sector engagement (PSE) is a priority for the Swiss Agency for Development and Cooperation (SDC), as highlighted in the federal dispatch 2021-2024. Within the universe of potential private sector partners, Social and Impact Enterprises (SIEs) – those enterprises with an intention to solve a social or environmental problem – are a natural ally for actors like SDC to achieve development outcomes. There are several reasons that make working with SIEs particularly interesting. There is an explicit alignment of vision and commitment to address a development challenge, when compared to other private sector partners. SIEs strive to be profitable and are sustainable beyond SDC support, when compared to not-for profit partners. They can therefore achieve high impact in a cost-effective way for SDC, since support is only supplemental and short-term. They can also promote highly innovative ways of achieving SDGs which can stimulate learning at SDC. That said, PSE overall and SDC working with SIEs in particular, is a relatively new way of achieving development outcomes. Challenges include: questions on how to find the right partner, the ideal governance for a partnership, the best financial instruments to support the SIE, and impact management. Partnerships with SIEs require careful design and agile implementation management. This guidance paper, the first of its kind, highlights some of these emerging issues. While the insights presented here do not constitute conclusive guidance on how to successfully engage SIEs, we discuss noteworthy findings and potential solutions
SDC/ E+E
[5.8 MB]
This guidance sheet is one of a series of tools written to support SDC staff and partners in designing and implementing projects aimed at financial inclusion. It outlines key issues regarding inclusive agricultural insurance and how to promote this approach within the overall framework of inclusive insurance throughout the design, implementation, monitoring and evaluation of cooperation strategies and project interventions.
SDC E+E / FCHR
[7.2 MB]
SDC's thematic units Economy and Education (E+E) and Peace, Governance and Equality (PGE) engaged on a workstream to provide SDC staff with practical guidance on i) how to plan and implement IED projects in fragile contexts, taking into account the particular challenges of fragile contexts and ii) how IED projects can go beyond the minimalist approach of doing no harm (working in conflict/ fragility) by explicitly contributing to reduce fragility (working on conflict/fragility). This practical guidance sheet should be considered as additional practical tips to the slide deck and FAQ published on the shareweb (links below): Slide Deck: Inclusive economic development (IED) in fragile contexts FAQ: IED in fragile contexts Slide Deck
SDC
[3.3 MB]
Infrastructure and equipment of Vocational Education and Training (VET) are particularly expensive and VET systems constantly face financial limitations, in particular in countries of the global South. Investments in infrastructure and equipment for VET programmes1 are therefore a recurrent topic in development cooperation. As there is a general interest to get more guidance on this topic, the SDC Economy and Education Team elaborated this guidance paper in close collaboration with other WOGA partners. It aims to shed some light on this issue to help SDC officers and their implementers to make informed and appropriate decisions and to avoid or at least mitigate risks. The guidance paper does not intend to replace the various resources such as internal guidelines and documents dealing with infrastructure investments and procurement issues, but recommends approaching the Swiss Humanitarian Aid Competence Center in this matter.
SDC
[1.2 MB]
New working aid on the use of indicators in VSD IED TRI 3, EDU ARI 2, VSD-COI… is it all Greek to you? To facilitate the management of your VSD projects we have reacted to the new SDC Guidance on Results Indicators (published in April) and revised the VSD Working Aid accordingly. All Aggregated Reference Indicators (ARIs), Thematic Reference Indicators (TRIs) and context-specific Common Outcome Indicators (COIs) relevant for skills development are summarised and the most important indicators per project type are shown. Helpful? We are looking forward to your feedback! I Watch this very short video explaining the rational of the working aid. Working aid Result measurement in PSD and FSD programmes.
SDC
[1.6 MB]
This guidance sheet is part of a series of tools developed to support SDC staff and partners in designing and implementing projects aiming at financial inclusion. This specific guidance sheet introduces the concept and key aspects of financial education. It provides guidance on how to tackle financial education in the design, implementation, monitoring, and evaluation of SDC project interventions.
SDC
[347 kB]
Leave no one behind (LNOB) is the central pledge of the 2030 Agenda, recognizing the need to combat poverty and inequalities. In fact, leaving no one behind is indispensable in order to meet the Sustainable Development Goals. This working aid is dedicated to LNOB and IED featuring good practices and relevant links on the topic of LNOB - and is based on SDC's guidance for LNOB.
SDC
[701 kB]
This VSD Project Typology tool aims to help SDC operations to clearly define the approach and orientation of their VSD interventions, to select the right partners, and thus to manage their Project (Portfolio) in line with the relevant SDC strategies, the policy goals of partner countries, and professional standards. The paper also supports the formulation of realistic and plausible expectations predominantly regarding the outcomes and Impact of VSD projects across time. The Typology Tool includes the ADD-ONs on Private Sector Development (PSD), Private Sector Engagement (PSE), Governance and Dual TVET
SDC
[1.5 MB]
The objective of this paper is to provide guidance on good Monitoring and Measuring Results practice with respect to the process and the roles and responsibilities of SDC program managers managing PSD programs and to enable implementing partners to design, apply, and benefit from a monitoring and results measurement system that enables learning and reporting credible results and that complies with the DCED Standard for Results Measurement. The Good Practices paper was developed in 2016 and in late 2018 we sought feedback using an online survey and conducting in-depth interviews with SDC program managers. Find the summary of the feedback and the changes we have made to the paper here. We have revised the version in February 2019. The Good Practices Paper is with more than 750 unique downloads among the top three of the most-downloaded resources from the DCED website.
SDC
[392 kB]
Responding to the need for a better structured and guided project application and assessment process, in which specific VSD challenges are properly addressed from the very beginning, the e+i network developed these guidelines. Their goal is to provide additional support and ensure high quality in the development of entry and credit proposals.
SDC
[2 MB]
The guidance sheet outlines key issues regarding women’s financial inclusion (WFI) and how these can be integrated in the design, implementation, monitoring and evaluation of cooperation strategies and project interventions.
SDC
Education is integral to the inclusive, peaceful and sustained development of a society. If education is equitable and of good quality, it can ensure the participation of marginalised groups in the development process more broadly, thereby reducing social inequalities. Without attention paid to equitable access, learning opportunities and quality learning outcomes, education can entrench existing inequalities within societies. To create more inclusive and just societies, it is thus crucial to leave no one behind in education. In addition to the note on education, there is a general guidance as well as four other thematic Working Aids on Agriculture and Food Security, Employment & Income, Decentralisation & Local Governance, and Health.
SDC
[313 kB]
This SDC guidance sheet outlines key gender issues regarding women’s
economic empowerment in MSD and how these can be integrated in the design, implementation, monitoring and evaluation of cooperation strategies and project interventions. Some existing familiarity with MSD terminology is assumed.
SDC
[2.6 MB]
The operational guide for the making markets work for the poor (M4P) approach (2nd edition 2015, co-funded by SDC)
SDC
[2.5 MB]
This Manual for Strategic and Operational Project Cycle Management (PCM) aims at improving Accountability for Results in SDC Financial Sector Development cooperation projects. The manual provides practice-oriented guidance to development professionals dealing with FSD projects. The manual focuses on planning, monitoring, evaluating and steering FSD initiatives. Its main audience is SDC programme management staff and partner representatives with whom projects are planned, monitored and evaluated.
Reference Indicators and Measurement
SDC
[2.4 MB]
To monitor the implementation of Switzerland's international cooperation strategy for 2021 - 2024, SDC has approved a set of ressult indicators according to the 10 sub-objectives of the strategy. Result indicators allow to assess outcomes and outputs achieved with SDC support. E+E has 5 ARIs - Aggregated Result Indicators. 2 ARIs for EDU 3 ARIs for IED
SDC
[2.5 MB]
To monitor the implementation of Switzerland's international cooperation strategy for 2021 - 2024, SDC has approved a set of reference indicators according to the 10 sub-objectives of the strategy. Result indicators allow to assess outcomes and outputs achieved with SDC support. E+E has a total of 10 TRIs 5 IED TRIs Thematic Result Indicators 5 EDU TRIs Thematic Result Indicators
SDC
[1 MB]
To monitor the implementation of Switzerland's international cooperation strategy for 2021 - 2024, SDC has approved a set of reference indicators according to the 10 sub-objectives of the strategy. Reference indicators allow to assess outcomes and outputs achieved with SDC support.
SDC
[2.3 MB]
To monitor the implementation of Switzerland's international cooperation strategy for 2021 - 2024, SDC has approved a set of reference indicators according to the 10 sub-objectives of the strategy. Result indicators allow to assess outcomes and outputs achieved with SDC support. E+E has a total of 10 TRIs 5 IED TRIs Thematic Result Indicators 5 EDU TRIs Thematic Result Indicators
SDC
[247 kB]
This Glossary includes the most important terminologies and definitions about IED result measurement.
Relevant News
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10 Sep 2023
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24 Jan 2023
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18 Nov 2022
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17 Oct 2022
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14 Jun 2022
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08 Jun 2022
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01 Jun 2022
10 September 2023
Updated E+E Information Package of the Topics Economy and Education - Fit for PurposeClick here for the version in french The Information Package is made for SDC staff and practitioners working towards the creation of inclusive economic development programmes as well as quality education and lifelong learning opportunities for all. It provides an introduction into E+E approaches and ways of systemic thinking through four interlinked priorities on system and beneficiary level: Education, Vocational Skills Development, Private Sector Development and Financial Sector Development and the modality of private sector engagement. Updated version June 2023 - An easy to read introduction for a quick overview of the topics Economy and Education This two-pager provides a short introduction into the Economy and Education Network for SDCdecision makers.
24 January 2023
SDC's Quality Assurance and Internal Digitalisation Specialist Service, together with NADEL (ETH Zurich) and other partners, updated the e-learning tool PCMi (Project Cycle Management interactive). PCMi consists of a series of modules introducing development professionals into the thinking of results-oriented project cycle management (PCM). Go to e-learning platform
18 November 2022
IED (now part of E+E) and FCHR thematic units have engaged on a workstream to provide SDC staff with practical guidance on i) how to plan and implement IED projects in fragile contexts, taking into account the particular challenges of fragile contexts and ii) how IED projects can go beyond the minimalist approach of doing no harm (working in conflict/ fragility) by explicitly contributing to reduce fragility (working on conflict/fragility). Link to the guidance sheet This practical guidance sheet should be used as additional practical tool together with the slide deck and FAQ published on the shareweb (links below): Slide Deck: Inclusive economic development (IED) in fragile contexts FAQ: IED in fragile contexts Slide Deck
17 October 2022
You can now find the new MSD tool library on BEAM Exchange's website. The library offers: - Easy access for MSD practitioners at all levels of expertise
It provides an entry point for individuals who are new to the MSD approach. It amplifies useful tools and facilitates dialogue by sharing contact details of tool authors. - Tool classification and categorisation
It helps users find the tool they need quickly using filters that search by tool type, theme and programme area. - Regular updates including the latest innovations
The library will be kept up to date through stocktaking and curation, approximately every two years.
14 June 2022
Updated Version 2022 - For SDC, education is a priority theme and comprises both basic education and vocational skills development. The SDC Education Strategy sets out how we will reach this objective through our bilateral and multilateral engagement. It provides guidance to the SDC’s South Cooperation, Cooperation with Eastern Europe, Global Cooperation as well as Humanitarian Aid and inspires the SDC’s cooperation strategies and its global and multilateral programmes. - Click here for latest version.
08 June 2022
This introduction paper and guide is made for Vocational Education and Training (VET) practitioners, donors and implementing partners in development cooperation who want to better understand and analyse how VET systems function and how their different elements interrelate. >> check out the guide here
01 June 2022
This Information Package is designed for SDC staff and practitioners involved in inclusive economic development (IED) programmes. It provides an introduction into the IED approaches and ways of systemic thinking through three interlinked economic thematic priorities on system and individual level: Vocational Skills Development (VSD), Private Sector Development (PSD) and Financial Sector Development (FSD), and the modality of private sector engagement (PSE). Updated version April 2022 - An easy to read introduction for a quick overview of the topic IED
08 April 2022
Did you know that there is a new revision of the popular ‘Managing MSD Projects’ guidance, published by the IED Network? The guidance document provides advice for SDC staff on how to manage projects using a market systems approach. Advice is provided for developing the initial project idea and formal entry proposal, the tender process, the inception phase, credit proposal and implementation phase, steering and monitoring, evaluation and preparation of a following phase. You can find the new version of the guidance on the IED Shareweb in English and French Watch a short video with explanations and overview of the guidance paper - in English or in French Further, there is a brief for decision-makers and a poster that can be printed and displayed in your office to make people aware of the guidance. For more information on MSD, please check out this Shareweb page
21 March 2022
SDC’s PSE portfolio is diverse and growing. With the latest Annex 2 data, we can for the first time estimate private sector contributions leveraged by SDC’s funds. Thanks to triangulating SAP data with information provided by operational entities at the head office and in the field during the Annual Report process through the Annex 2, we are able to get a better overview of SDC’s PSE portfolio. While many data challenges remain, the following summary provides a snapshot of the status of SDC’s PSE portfolio at the end of 2021: - SDC has currently 142 recorded PSE projects with a total of 162 partnerships (some projects have more than one PSE partnership). The number of projects and partnerships is increasing overall, however it’s diffcult to qualify this trend, as this is only the second year for which this data was collected and it depends on what is recorded as a PSE partnership by operational units.
- Roughly half (70 of 142) of SDC’s PSE projects are in the South Cooperation Domain, followed by 52 in the Global Cooperation Domain, 14 in the East Cooperation Domain and 6 in the Humanitarian Aid Domain.
- In terms of financial volume, projects totalling an amount of CHF 900 mio. (only SDC’s committed funds) include a PSE partnership. It is important to note that many of these projects have only a small PSE component.
- The health sector is the sector with the highest volume of SDC funds engaged in partnerships with the private sector, accounting for 44% of SDC funds in PSEs. The main driver are large multi-stakeholder initatives that pool public and private funding such as the Global Fund to fight HIV, TB and malaria.
- The biggest number of PSE partnerships, 43 out of 162, are in the area of Employment +Income, followed by Health (28) and Food Security and Nutrition (24).
- Multi-stakeholder Partnerships – comprising various public and private actors – represent the most important PSE Format, accounting for almost two thirds of SDC’s PSE partnerships.
- Financial market oriented PSE Formats aiming at leveraging private sector money such as venture investments, Social Impact Incentives (SIINC), or impact-linked finance schemes are a small but growing share of the SDC’s PSE Portfolio.
- For the first time ever, the data allows for a (rough) estimate of the private sector funds leveraged in PSEs SDC is participating. Across all of SDC’s PSE portfolio the funds comited by SDC accounts for 2.6% of total funds; that of other public partners 85.5%; and private sector contributions 11.9%.
- This translates into a leverage ratio (mobilisation of private funds through public funds) of roughly 1:4 for SDC’s contribution, but only 9:1 if all public contributions are taken into account. It is important to note that only few SDC PSE partnerships are designed with the specific goal to leverage private funding
Along with the development of capacity building offers, the establishment of a new PSE risk management process, as well as a series of tools / instruments for different PSE formats, consistently improving our data to better capture our PSE portfolio is a priority of the CEP. This will allow better strategic decision making and operational choices and help moving PSE forward. If you are interested in more details about SDC’s PSE data you can find all data on the shareweb. Many thanks to all of you who contributed to this effort! Download here some cool graphs and charts bringing Annex 2 to Life:
Annex 2 Graphs.pdf
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