♣ Espacios de planeación

"♣": Estrategias específicas empleadas por los estudios de caso para incrementar su nivel de auto-sustentabilidad.Pueden estar en inglés o español. Por favor usa el traductor del menú lateral 

"♣": Specific strategies used by the case studies to increase their degree of self-sustainability.They might be in English or in Spanish. Please use the side menu translator
  • Building the ground for sustainable change to emerge and sustain, and creating the conditions for dependency to be reduced, requires of adopting an overall trans-generational approach, and guaranteeing the physical and temporal spaces to  recurrently reflect upon what that approach means for the initiative and its social objective, what has been done to materialize it, and what still needs to be worked out.


  • The prototype alternative market model promoted by [This/the initiative] and that inspired the[This/the initiative] Project, comprises, according to Luis Lopezllera’s “Money is not enough, what to do?” Manual (2008), the integration of an alternative economic system that includes at least the following:

1. The granting of memberships for partners.

2. The signing of a letter of commitment agreed on the rules of the exchange.

3. The creation of a user directory based on the planning of a consumer basket (that defines what kind of partners are needed, including foreign partners, if the locals cannot fulfil the need).

4. The training in person and/or through a brief Operation Manual.

5. The provision of the barter/exchange vouchers to the partners.

6. The creation of a regular newsletter that accompanies and strengthens the project.

7. The creation and distribution of educational and publicizing materials.

8. The establishment of a promotional team (volunteers).

9. The organization of regular meetings for the project’s development.

10. The organization of decisional deliberative assemblies of associated partners (decentralization).

11. The establishment of cellular stores for the public (that link together, give certainty, and facilitate the buying of products for those who cannot attend the market’s meetings because of logistical problems).

12. The organization of local fairs, private or public, gatherings, visits, courses, and workshops (introductory lectures and retreats).

13. The organization of regional or national meetings (with similar networks).

14. The use of advanced communication and dissemination means.

15. The procurement of infrastructure and support resources (property for the shop and office, meeting room, exhibition room, furniture, telephone, computer, projector, transportation, support fund, etc.).


  • The Assembly, which has (as one of its objectives) the constant evaluation of the project, is made up of Commissions that are in charge of organizing various issues related to the[This/the initiative] Project. Thus, there are Commissions on Education (to teach children new economic values such as solidarity), Communication (broadcasting the project), Distribution (which dispenses the Tumin), etc.


  • Based on the social technique (mentioned before) called “participatory mapping”,[This/the initiative] makes, altogether with the communities it serves, a diagnosis of local conditions, challenges, problems, and priorities and, based on them, it uses art, games, and communication as means for each of its programs. The participatory mapping not only allows the communities to visualize themselves and their context but to become agents of their own development, and define strategies and roles. The above is particularly important because the local population lacks an entrepreneurial mindset, most probably as a consequence of a governmental intervention that has not been particularly keen to include them in its development programs (x). Although it is not voluntary, the social ownership and participation created with[This/the initiative] ’s participatory methodologies functions as its model’s basis and source of sustainability, “because this way the communities become part of the projects’ developers and not only their beneficiaries” (x).


  • Uses participatory mapping as the departing point of all of its programs. This methodology not only enhances people’s ownership but also enables the description of people’s integral perspective about their community, its components, conflicts, resources, problems, needs, as well as the possible strategies to respond to all of them.


  • Uses PMES annual cycles (planning, monitoring, evaluation, and systematization) to ensure the organization’s initiatives are working transversally. So, for example, in January and February the organization devotes itself to define and publish its annual plan (which includes objectives, activities, indicators, expected outcomes, and funding administration and sources). In June and July, they do a mid-year evaluation and adapt the plan accordingly. And finally, in December they make an annual evaluation and plan the next cycle.


  • [This/the initiative] ’s Strategies for Scalability

Not only the vision but also the strategies of the organization intend all to create replicable models of action whose objective is to serve as demonstrative references for the State (not the government) and/or the private sector, so they learn better and cheaper ways for designing and implementing public policies/projects and adopt them.

X argued that the organization’s mission is to create links between communities and partners from abroad rather than monopolizing the former; meaning that their objective is to create development models that can be further scaled by agents that are capable of implementing and funding them sustainably. Once this mission is achieved, the organization’s aim is to change its role from implementing the programs to creating management capacities in the communities, to oversee their continuous persistence and quality after adopted by either the State or the private sector.

[This/the initiative] is currently requesting an independent agency’s help to systematize[This/the initiative] ’s intervention model to be able to scale it, providing that it considers itself as a low cost and high impact sustainable development alternative whose construction is based on the know-how gained from more than 20 years of working with marginalized populations in the Amazon.

In collaboration with[This/the initiative] , Ashoka and McKinsey & Company (2010) made a noteworthy multi-annual strategic plan for scaling-up[This/the initiative] ’s program (hereafter referred as the Strategic Plan) to envisage the perspectives and recommendations to expand[This/the initiative] and achieve, in 5 years, a “community integrated development participative model, with proper socio-environmental technologies, with low cost and high impact, consolidated in all direct attention areas and ready for replication in other regions” (x).

The Strategic Plan explores the characteristics of[This/the initiative] ’s model and its principal strengths and weaknesses before making some suggestions to the organization – all of them very illustrative of the factors related to its level of self-sustainability.

It describes the organization’s value chain: the inputs it receives (e.g. financial resources, social demands, human resources, data, and information), the means through which the organization works to create value (e.g. participative processes, democracy, partnerships, strategic planning, trainings, exchanges, inter and multidisciplinary approaches, adaptation of international social technologies into the local context, and methodologies for the strengthening of community groups), and its outputs (e.g. learning and information, trust relationships, reference models for development initiatives, self-esteem, autonomy, social inclusion, influence in public policies, social work, trained professionals).

The Strategic Plan also evaluates P[This/the initiative] ’s strengths (e.g. proper and replicable social technologies, measured benefits, co-management capacity, team’s expertise, knowledge on the region, capacity to propose and adapt, network of partners, visibility and credibility obtained, both locally and abroad), its opportunities (e.g. work in a region with global visibility – the Amazon – network of contacts, scope for gaining scale because of the interest that public administrations have on[This/the initiative] ’s work), its weakness (e.g. spread of energy and resources in too many actions, non-satisfactory working conditions, insufficiency in the system of management and systematization of experiences, little participation of the Associates’ Council), and its challenges (lack of stability in the funding sources, limitedness and lack of flexibility of the resources available for institutional strengthening, lack of appropriateness of national policies for the Amazonian region, Amazonian predatory occupation processes).

Correspondingly, some of the recommended strategies contained in the Strategic Plan for [This/the initiative]’s sustainability and scalability are:

  • The formation of a network of multipliers.
  • The expansion of communication tools.
  • The inter-institutional exchange of methodological processes of expansion.
  • The transfer, dissemination, and replication of environmental technologies.
  • The cooperation with the public and private sector.
  • The methodological reorientation to ensure a greater interaction with public policies and both public and private institutions, identifying common demands and possible cooperation initiatives, using information technologies for gaining scale.

To enlarge[This/the initiative] ’s reach without compromising its quality, the Strategic Plan recommends dividing the 5 years into 3 stages. During the first one, the areas that are currently intervened are consolidated as a permanent laboratory, its results are more comprehensively systematized, and priority is given to the Institutional Integration (which includes developing its communication means, inter-institutional agreements, methodological exchanges and consultancies, adapted socio-environmental expansion, transference, dissemination, and replication processes).

During the second stage, the area of dissemination is gradually expanded, starting with[This/the initiative] ’s more consolidated social technologies, especially 1) the health initiative – which includes preparatory actions for scalability (systematization of the Basic Attention Model that[This/the initiative] has implemented and is offering now to the new beneficiaries, consultancy services portfolio, prospective of potential regions and actors for the replication of the model, etc.). And, 2) its integrative development practices: also needs preparatory actions. Start with strategies of participative diagnosis and planning (conjuncture, identification of local actors and their perceptions, research about priorities for short, middle, and long terms, sectorial competences, etc.) culminating with a Development Plan with Recommendations for the application in the area of work.

Finally, stage 3 is suggested to be about articulating the Amazon with other regions around the globe, attracting proactive and strategic connections.


  • Start with strategies of participative diagnosis and planning (conjuncture, identification of local actors and their perceptions, research about priorities for short, middle, and long terms, sectorial competences, etc.) culminating with a Development Plan with Recommendations for the application in the area of work


  • institutional integration that:

a. Designs and systematizes a long-term a transversal project


  • strengths (including the abovementioned systematization of its achievements, its co-management capacity, credibility obtained, and the extent of social participation with which it works), opportunities, weaknesses (including the lack of systematization of its model, the working conditions, and the management of the organization’s energy and resources), and challenges (including the lack of stability in the funding sources, the limitedness and lack of flexibility of the resources available for institutional strengthening, etc.).


  • The definition of general strategic directions (that serve as objectives) in stages, each program’s objectives, initiatives, key activities, and their indicators for each stage, that could be useful indicators for regular evaluations of the program (such as the number of beneficiaries, percentages of child mortality, etc.).


  • la experiencia del [Esta/la iniciativa] demuestra que poner en práctica proyectos ambiciosos que transformen la forma de pensar y actuar de un sector con costumbres tan arraigadas como lo es la academia, exige dedicar mucho tiempo y trabajo exclusivamente al desarrollo del modelo y al sorteo de sus retos, con una mirada a largo plazo que permita identificar qué es lo que quiere y puede hacer distinto y sobre todo, cómo lo puede hacer.


  • Contemplates the training of local stakeholders to follow-up, and supervises its implementation in creating “microcenters” where they meet once a month to disseminate innovations and resolve problems together. For this purpose they are currently preparing a virtual platform as a complementary instrument.