Toolkit II:
Guidelines for implementation

Process Design

The World Bank

Checklist

Capitalising on Local Knowledge - Community knowledge exchange

Drawing up a budget and arranging finances

Travel arrangements

Useful equipment

Participants are informed about...

Arrangements with the hosts

Roles of facilitation team members & dealing with emergencies

 

 
 
 
 
 

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Checklist

This checklist is a guide for arranging the logistics for your exchange visit. Please note that this list is not comprehensive and that additional issues might have to be addressed.

Drawing up a budget & arranging finances

A budget has been drawn up to guide expenditure during the trip and to help anticipate necessary payments

An emergency fund has been arranged to cover unexpected expenses (medical, vehicle, etc).

A system for recording expenses and keeping track of the cash balance is in place

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Travel arrangements

Transport is arranged

Regular stops are planned

Catering arrangements have been made for the travel period if necessary

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Useful equipment

Maps, Pens & notebooks for participants

Flip chart stand & paper

Marker pens & cards & masking tape

Camera, batteries and film

Mobile telephone, phone charger, phone card, small change for pay phones, list of important phone numbers.

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Participants are informed about:

Travel arrangements and the programme

Special requirements (e.g. bring bedding, food etc.)

How family members can get hold of participants in cases of emergency

Special roles participants will have to fulfil during the exchange visit

Any specific documentation (such as passports) they might require on the journey

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Arrangements with the hosts

The host community is informed about the details of the visits and have received a programme

Meals and overnight facilities are arranged with the local hosts or other service providers (and special needs of participants are accommodated)

A venue is arranged that suits the designed process for the community exchange

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Roles of facilitation team members & dealing with emergencies

Responsibilities have been clearly assigned to competent individuals (driving, facilitating, special events, stopovers etc.)

It is clear how the team is going to stay in touch during the exchange visit

Emergency measures are in place for any expected problems (procedures, equipment, etc)

A suitable first aid kit is available to take on the journey

Any special medical needs have been identified

For longer journeys, medical insurance has been considered and necessary action taken

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