Methodology material. References and Data Collection for local products Screening 1 Recommendations...

16
Methodology material

Transcript of Methodology material. References and Data Collection for local products Screening 1 Recommendations...

Page 1: Methodology material. References and Data Collection for local products Screening 1 Recommendations Screening 2 Recommendations and archetype [Step 1]

Methodology material

Page 2: Methodology material. References and Data Collection for local products Screening 1 Recommendations Screening 2 Recommendations and archetype [Step 1]

Product Assessment through Web Tool

Product Assessment through Web Tool

5 Steps in the global approach5 Steps in the global approach

Page 3: Methodology material. References and Data Collection for local products Screening 1 Recommendations Screening 2 Recommendations and archetype [Step 1]

Web tool user in consultation with local actors who know

the product well

Web tool user in consultation with local actors who know

the product well

Public decision-makers at a global level

– Decision-makers of the concerned region (or country)

–Regional Manager

Public decision-makers at a global level

– Decision-makers of the concerned region (or country)

–Regional Manager

Group of experts covering the various spheres of expertise

Group of experts covering the various spheres of expertise

Local Public Actors

– Decision-makers from the territory of the pilot products

Local Public Actors

– Decision-makers from the territory of the pilot products

Local Actors–Value-chain actors

–Producers’ organisations

–Representatives of cultural interests, consumers and environmental protection (if necessary)

Local Actors–Value-chain actors

–Producers’ organisations

–Representatives of cultural interests, consumers and environmental protection (if necessary)

Actors involved Actors involved

Page 4: Methodology material. References and Data Collection for local products Screening 1 Recommendations Screening 2 Recommendations and archetype [Step 1]

Product Fact sheetsProduct Fact sheets

4

a) References (author[s], data, title, publisher)

These references are varied: books, memoranda, magazine articles, radio or television broadcasts, internet sites, films, statistics etc. These unprocessed data are collected so far as possible in electronic form in order to facilitate their filing and later use.

b) Resource-persons (surname, first name, profession, postal address, e-mail address, telephone number)

Details of resource-persons with in-depth knowledge of the product, how it is produced, its history, its use, the customs linked to it, or any other aspect interesting for a future economic, cultural or environmental optimization.These resource-persons can be mobilized in Step 4 in order to define and implement strategies for the specific product.

c) Descriptive data

Data are gathered so that a selection can then be made, and for this purpose they must provide information on all the criteria (cf. Table criteria). Information don’t only concern the product but all the production system and its territory If it is impossible or too costly to gather all the data, it is recommended that alternative means of evaluation be sought for each criterion and a summary qualitative evaluation be carried out in order for the most rational selection possible to be made.

Page 5: Methodology material. References and Data Collection for local products Screening 1 Recommendations Screening 2 Recommendations and archetype [Step 1]

Criteria for identifying an origin-linked product and factors for development

Criteria Explanation

Quality linked to origin

Link to the terroir

Production is traditional (historical anchoring) and characteristic of the zone; the product incorporates unique features that cannot be reproduced elsewhere.Identity: the identity-affirming component of the product plays a preponderant role in its image, and the region is known beyond its borders for this product.If the product bears an identity-related name – the geographical indication (GI), shared by the producers and/or known to consumers – its existence is firmly anchored in the collective knowledge of the link and its particular features.Link to local resources: certain characteristics are linked to geographical origin; i.e. local human resources (know-how) and/or natural resources, including genetic resources in some cases, have a heritage component, conferring a unique character that cannot be reproduced in another region.

Mobilization

The collective formed by stakeholders from the local value chain of producers (raw materials, processors, others) can be mobilized: the motivation of the stakeholders involved in production is important in launching a collective effort and will be all the easier if it is supported by already existing interactions. The possibility of collective action for product optimization will be affected by the types of stakeholder involved and their diversity.

Economic development

Reputation: certain characteristics of the product or of how it is made have contributed to its high reputation in terms of a recognized quality (this can be measured by the higher price of the product compared with others of the same category and/or usurpation of its name on the market).The product as representative of the zone: it provides employment for a significant number of local stakeholders and its production is concentrated in the zone.The product is an engine of economic development for the stakeholders in the value chain (primary and secondary producers etc.), as a result of market trends and promotion activities, leading to improvements in the profitability and economic viability of enterprises (increased volume or price, or improved access to national/foreign markets). If product promotion initiatives (including those connected with tourism) already exist, quality enhancement action will boost the effects of these initiatives.

Preservation of natural

resources

The product is linked to major issues concerning the sustainable reproduction of natural resources (fragile environments, vulnerable species and varieties, biodiversity) and the process may have a significant impact because of the role producers of raw materials can play in the zone through their practices and numbers.

Preservation of social &cultural

resources

The product is associated with significant social and cultural issues, and its existence will contribute to maintaining a fragile local society; social equity and the redistribution of created value support the social sustainability of the system.

Guarantees for consumers

The process of recognition will establish guarantees for consumers in terms of traceability and quality, while also contributing to a variety in the choice of food.

Page 6: Methodology material. References and Data Collection for local products Screening 1 Recommendations Screening 2 Recommendations and archetype [Step 1]

Web tool

http://typo3.fao.org/testsite/olq-agnd/

Page 7: Methodology material. References and Data Collection for local products Screening 1 Recommendations Screening 2 Recommendations and archetype [Step 1]

Important notice • The web tool is being experimented, this is not the final version : your

feedback will contribute to improve it

• The recommendations and archetypes generated during the two identification stages are provided as a rough guide for the stakeholders to help launch reflection on their strengths and weaknesses, and thus guide them in defining and implementing their territorial strategy.

• The predictions and recommendations do not prejudge future results on the territory (quality is a collective constructions), they can in no way replace the views of the concerned producers who are the sole decision-makers with respect to the development strategy for their products, nor the one of public authorities in charge of the implementation of the related legislation

7

Page 8: Methodology material. References and Data Collection for local products Screening 1 Recommendations Screening 2 Recommendations and archetype [Step 1]

Web tool Web tool • Product description• Screening 1: Identification– Questions (#11) and list of answers – Recommendations– Predictions on the type of link to the geographical

origin– based on know-how and natural resources– essentially bound up with know-how– a weak or non-existent link to the geographical origin

• Screening 2: Development– Questions (#37) and list of answers – Recommendations– Archetypes

8

Page 9: Methodology material. References and Data Collection for local products Screening 1 Recommendations Screening 2 Recommendations and archetype [Step 1]

Archetypes

Page 10: Methodology material. References and Data Collection for local products Screening 1 Recommendations Screening 2 Recommendations and archetype [Step 1]

10

Archetype Success factors Potential Impacts ThreatsLine of strategy for the

individual product

TYPE 1

Territorial

development

Producers sharing the same view

Solidarity of the local community

Strong support from an external network (notably local authorities)

Firm links with the authorities or national or international support organizations

The reputations of the product and the region reinforce one another

Other products or services of the zone are also assets for the region

Increased sales, new markets, especially local ones with the development of tourism

Creation or maintenance of possibilities of local jobs (value chain and other local products and services – basket of goods)

Snowball effect with by-products or other services in the region, thanks to synergy in promotion

Fall-off in efforts and mobilization after the first stage of strong support

Lack of mobilization of producers, who face various other more important problems (such as public health or access to education for children)

The project remains isolated and is not supported by local political authorities

Mobilization of various support networks over time

Establishment of economic partnerships with other activities in the zone (tourism)

Establishment of links with sociocultural development projects

Evaluation of impacts on local natural resources (cf. reproduction phase)

Page 11: Methodology material. References and Data Collection for local products Screening 1 Recommendations Screening 2 Recommendations and archetype [Step 1]

Archetype Success factors Opportunities ThreatsLine of strategy for the

individual product

TYPE 2Economic growth

A good collective strategy

Effectiveness in collective governance

Renown of the name

Specificity of the product

Trends in consumption (general increase in the market for similar products)

Capacities in terms of increase in volume and price

The product meets health standards

Consumers can identify the product when they purchase it

Effects of protection of the name against competitors

Increase in negotiating power vis-à-vis purchasers

Increase in visibility thanks to collective promotion action

Effectiveness in organization of distribution

Product definition and certification help to increase consumer confidence

Fall in quality and over-exploitation of resources in case of major increase in volumes

Negative impacts on natural resources resulting from intensification of production

Concentration of production because of increased competition within the supply chain and the loss of small-scale production

Evaluation of impacts on local resources (cf. reproduction phase)

Establishment of a governance that allows collective management

Establishment of links with cultural potential

Page 12: Methodology material. References and Data Collection for local products Screening 1 Recommendations Screening 2 Recommendations and archetype [Step 1]

Archetype Success factors Opportunities ThreatsLine of strategy

for the individual product

TYPE 3Environmental preservation

Support from the NGO involved in the preservation of endangered natural resources

Trained field workers capable of supporting producers’ efforts in the adoption of new sustainable development practices

Distinct genetic resources

The region becomes a showcase, attracting a new group of tourists

New visibility for the region if information is well disseminated

Lack of motivation on the part of producers

Economic viability is not sufficient

Producers have to face new challenges and no longer pay attention to the project

Development of initiatives remunerating environmental services (labelling, tourism, subsidies etc.)

Establishment of links with allied projects for natural resource protection (e.g. nature reserves, protected zones)

Page 13: Methodology material. References and Data Collection for local products Screening 1 Recommendations Screening 2 Recommendations and archetype [Step 1]

Archetype Success factors Opportunities ThreatsLine of strategy for the

individual product

TYPE 4Sociocultural heritage preservation

Support from institutions or NGOs involved in the preservation of endangered cultural resources

Firm links with institutions or NGOs involved in the conservation of local foods (e.g. Slow Food)

The product has a strong reputation, the identity of the region helps to boost this, and the product contributes to the renown of the region

Synergy with similar initiatives throughout the country and even throughout the world

New visibility for the region, if information is well disseminated

Development of solidarity tourism, heritage tourism, cultural tourism etc.

Economic viability is not sufficient

Other major problems of the region remain unresolved, hampering any long-term development

Tendency to conserve a heritage that blocks necessary innovations

Dissemination of information about the product is not possible without institutional support, but is not viable on the basis of financing for the product value chain

Taking the economic dimension into account, development of the value chain and innovation

Establishment of links with heritage-focused projects (e.g. museums, visits, cultural tours, events, cultural tourism)

Page 14: Methodology material. References and Data Collection for local products Screening 1 Recommendations Screening 2 Recommendations and archetype [Step 1]

Instructions – webtool test

Page 16: Methodology material. References and Data Collection for local products Screening 1 Recommendations Screening 2 Recommendations and archetype [Step 1]

Guidelines • Go to My products on the left banner side and then Add/edit product to

test (you can add more than one product by going back to Add/edit product)

• Complete product description and save it. ---------• Go to My products on the left side banner to check your product list • Click on “Make Screening 1” to identify the potential in terms of origin-

linked quality by answering all questions and click on for more information • Submit to receive recommendations and the predictions corresponding to

your product ---------• Go back to My products on the left banner • Click on “Make Screening 2” to evaluate the strengths and weaknesses for

promotion of the origin-linked products by answering all questions and click on for more information

• Submit to receive recommendations and be presented your corresponding archetype