About the Manual
Welcome to the Forecast-based Financing Practitioners Manual. It has been and will be developed from the lessons and experiences from several ongoing FbF projects. As FbF grows so will this Manual – support this living document by sharing your good practices!
The FbF Manual is a step-by-step approach for FbF implementation. This Practitioners Manual guides National Societies through the FbF journey.
What you will find inside the FbF Manual
- Manual Introduction
- 01. Scope possibilities for a FbF system
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- Step 1: Start exploring FbF
- Step 2: Identify a focal point for FbF
- Step 3: Have first discussions on how to integrate FbF in existing plans and mechanisms
- Step 4: Understand and define the value of a scoping study for your context
- Step 5: Define the support that you need for the study
- Step 6: Design the Study
- Step 7: Select the person or team to conduct the study
- Step 8: Conduct desk review
- Step 9: Collect primary data in-country
- Step 10: Write report
- Step 11: Validate results with stakeholders (national societies and partners)
- Step 12: Report the results
- Step 13: Decide the next steps
- Toolbox
- Quiz
- 02. Engage your stakeholders
- 03. Set up an FbF Programme
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- Step 1: Double-check ownership at leadership level for FbF
- Step 2: Develop a plan to set up a FbF system
- Step 3: Put together and onboard a team for FbF development
- Step 4: Agree on information management system
- Step 5: Sensitize other key staff of the national society, government focal points and other stakeholders involved
- Step 6: Assess existing capacities, strategies and plans
- Toolbox
- Quiz
- 04. Get to know the EAP criteria and understand the EAP management process
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- Step 1: Reach out to IFRC delegation
- Step 2: Familiarize yourself with EAP templates and criteria (simplified and full)
- Step 3: Submit and validate the EAP
- Step 4: Get IFRC approval and sign legal agreements
- Step 5: Manage the EAP
- Step 6: Activate the EAP
- Step 7: Monitor, evaluate and learn from the activation
- Step 8: Revalidate your EAP
- Toolbox
- Quiz
- 05. Collect risk, early action and impact data
- 06. Develop a trigger system
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- Step 1: Select hazard
- Step 2: Understand what needs to go in a trigger system
- Step 3: Establish coordination mechanism
- Step 4: Define hazard variables to monitor based on impacts and early actions
- Step 5: Compile a menu of forecasts
- Step 6: Set impact threshold
- Step 7: Link impact and hazard magnitude
- Step 8: Define and justify trigger threshold and forecast variable
- Step 9: Define stop mechanism (if applicable)
- Step 10: Develop a trigger statement
- Step 11: Develop a mechanism that defines the intervention area
- Toolbox
- Quiz
- 07. Select Early Actions
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- Step 1: Define your team
- Step 2: Develop a data collection plan to do the following
- Step 3: Identify impacts
- Step 4: Prioritize impacts
- Step 5: Identify and brainstorm potential early actions
- Step 6: Narrow and prioritize list of early action
- Step 7: Develop theories of change
- Step 8: Test or workshop theory of Change
- Step 9: Finalize early actions
- Step 10: Develop an activation plan for selected actions and test it
- Step 11: Make rationale explicit in the EAP
- Final lessons and recommendations
- Toolbox
- Quiz
- 07.1. Cash-based Early Actions
- 07.2. Link Early Actions to Social Protection
- 08. Develop EAP activation system
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- Step 1: Set-up a forecast monitoring and activation system
- Step 2: Develop a communication protocol
- Step 3: Develop early action implementation process
- Step 4: Develop process for targeting people at risk
- Step 5: Review security guidelines
- Step 6: Document and institutionalize data storage and activation procedures
- Toolbox
- Quiz
- 09. Design MEAL Plan
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- Step 1: Define how EAP activations will be monitored
- Step 2: Define how to assess the impact of the EAP activation
- Step 3: Define responsibilities and timeframes
- Step 4: Summarize in the EAP MEAL plan
- Step 5: Consolidate MEAL plans from different EAPs in an MEAL master plan
- Step 6: Adapt/review the EAP monitoring form
- Step 7: Follow MEAL plan during activation
- Quiz
- 10. Design the s/EAP budget
- 11. Prepare for activation: strengthen your capacities and procedures and test your EAP in a simulation
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- Step 1: Map capacities, resources and procedures needed for the implementation of the (s)EAP
- Step 2: Review existing assessments on capacities and procedures to identify gaps
- Step 3: Finalise the organisational structure for the EAP implementation
- Step 4: Conduct trainings and develop guidance material
- Step 5: Disseminate the EAP
- Step 6: Test your plan through a simulation
- Step 6.1: Understand why and when to use a simulation
- Step 6.2: Decide what kind of simulation you would like to conduct and plan, design and organise the simulation
- Step 6.3 Conduct the simulation
- Step 6.4: Evaluate and share lessons learned
- Step 7: Integrate lessons learned in guidance and trainings
- Toolbox
- Quiz
- 12. Submit your EAP to IFRC for funding
- 13. Activate, revise, and resubmit your EAP
Do you prefer to work with the manual offline?
The FbF Manual can be used online and offline. With the online version you are always up to date and you can use the links provided in the text. Of course, you can also download individual chapters or the whole FbF Manual in one pdf file. Make sure that you always have the lastest version. You find the date of the last update indicated in your pdf.
Latest update: 10/08/2024