Participatory learning, planning and action toward LEISA

From: LEISA in Perspective – 15 ILEIA

 

 

Coen Reijntjes, Marilyn Minderhoud-Jones and Peter Laban

 

 

Farmers everywhere experiment. They adapt, innovate and observe the results of their work. Creating knowledge in this way is an integral part of sustaining agricultural production. It is only recently that 'farmer-led' processes of agricultural development have been superseded by formal scientist-directed agricultural research. Increasing numbers of researchers and development workers are acting as facilitators and equal partners in farmer-led agricultural development. They recognised that farmers must be able to adapt to continuously changing conditions and the needs of sustainability. Thus, it becomes critical to strengthening farmers' ability to analyse, monitor, adapt and innovate.

 

The following factors are important in this process.

×          What works in one place, time and circumstance will not necessarily work elsewhere.

×          What suits the farmer prepared to take risks, or the one committed to full-time farming, may not suit another with different ideas and constraints.

×          The complexity of farmers' land use and livelihood systems, and their diversity, can radically affect the overall benefits of common sense interventions. For example, destroying crop stubble to disrupt the life cycle of a particular pest may also destroy the ratoon crop over which women or the landless have customary rights.

×          The message-based approach is one of the least effective of teaching methods.

 

Due to rapid changes and the loss of indigenous knowledge and social cohesion, farmers and their communities have often lost the self-confidence and capacity to adapt and innovate. If they are to take development back into their own hands, they will need encouragement and support to strengthen their innovative capacity.

 

Today's farmers are more integrated into the national and global economy than those of earlier generations, and agricultural development itself is more heavily influenced by external processes and interests. Indigenous knowledge is often insufficient to support the sustained development of effective livelihood and farming strategies. Securing sustainable agriculture, therefore, requires not only participatory development but also concerted action on the part of farmers, development workers, researchers and policy makers. In the interests of sustainability, individual farmers and communities have to co-operate with other interest groups including land users, government officials, and consumer groups. All have a stake in agriculture and all are jointly responsible for keeping agriculture sustainable. Strengthening and facilitating farmer-led development and concerted action are crucial for development towards LEISA.

 

Facilitation of farmer-led development

Development workers, researchers and policy makers play an important role in strengthening farmer-led development and in the facilitation of concerted action. Development workers stimulate and facilitate the local development process and strengthen farmers' capacity to learn, adapt and innovate. Researchers support the local development process by taking part in studies to assess the local situation and they provide advice in setting up experiments. They can also assist in monitoring and evaluation, and carrying out scientific research into the problems identified by farmers. Policy makers, together with farmers, analyse policies to see how far they create favourable conditions for the development of LEISA. In this way a participatory process is established that strongly improves the effectiveness of development.

As knowledge relating to the development of sustainable agriculture is still limited, these participatory development processes are interactive 'learning' processes. This not only involves learning about the practical aspects of sustainable agriculture but also about the implications of knowledge management, technology development, marketing and fair trade.

 

A participatory learning and development process requires profound changes in the attitudes of those involved. Such processes build on farmers' knowledge, skills and experiences and strengthen local decision-making. Researchers, policy makers, development workers and farmers can all be considered experts. Farmers know about their own reality and their land use systems. They can be skilled innovators who have developed ways of experimenting through trial-and-error. In order to co-operate with farmers, trust must be built up by respecting local values, understanding and speaking the farmers' language and by working together in a spirit of equality. In this process, outsiders often have to reorient their thinking on agro-ecology, 'agri-culture', the indigenous economy and knowledge, gender roles and relations, and methodologies for participatory learning and development.

 

The potential to facilitate and support participatory processes may differ widely from one situation to the next depending on the skills and resources available. In one situation it may only be possible to stimulate reflection on past and present experiences and relate these to future plans, in another experimentation at community level can be improved or a broad process of participatory development and concerted action facilitated. There is already considerable choice of methodologies for participatory land-use development including Participatory Learning and Action (PLA), Rapid Assessment of Agricultural Knowledge Systems (RAAKS), Participatory Planning (for example, Gestion des Terroir), Farmer-to-Farmer (FtF) extension, Participatory Assessment, Farmer Field Schools (FFS) and Participatory Technology Development (PTD). Each of these approaches deals with one or more aspects of participatory agricultural development: analysis, planning, technology development, institutional development, monitoring, evaluation or the sharing of information. Below, we will examine some methodologies for participatory assessment, planning, learning, experimentation and extension.

 

Participatory Assessment and Planning

Assessment involves an analysis of the evolution of farming and seeks to explain movements away from or towards sustainability. It also seeks to identify the options for bridging the gap between present trends and future needs. Assessment consists of monitoring changes in conditions of production, objectives and needs, and evaluates the impact of experiments and adaptations. Sustainable agriculture includes not only the production system, but also involves processing, input, trade, transport, communication, consumers, and research and extension. Therefore, it may be necessary to include in the analysis the processing and recycling of organic waste, the production of synthetic fertilisers, pesticides as well as the social and environmental factors related to these activities.

 

Ideally, the development of sustainable agriculture requires a comprehensive, historical and dynamic analysis both at micro and macro levels. However, experience with comprehensive analysis in Farming Systems Research shows that lack of time and resources often means it is impossible to examine all aspects of agriculture. Depending on the objectives of the assessment, the availability of money, and the situation and skills of the actors, decisions have to be made about what should be included in a participatory assessment. In order to avoid assessments taking up too much of the farmers' time and resources, participatory methods are needed that focus on key issues. Participatory assessment should support farmers own analysis of factors that directly affect them and which they can influence. Assessment of the wider development context, and especially of those aspects farmers cannot change easily, can be left, in the first instance, to researchers and policy makers.

 

Conventional assessment in agriculture is generally restricted to economic analysis. As environmental and social costs are externalised, this type of assessment tends to encourage a lack of sustainability in agricultural development. A holistic reference base covering the economic as well as the ecological and social objectives of agriculture is needed. Criteria of sustainability' should be fixed by norms which can be monitored using a set of measurable indicators. A relatively homogeneous group of farmers may be able to formulate common objectives, criteria, norms and indicators for sustainable agriculture. However, as different categories of stakeholders often have conflicts of interest, expectation, experience and vision, it may not always be easy to come to an agreement on criteria and indicators.

 

 

The relative importance given to each criterion may vary from stakeholder to stakeholder and can change over time as awareness and insights into sustainable agriculture evolve. Policy makers, for example, may require scientific quantitative indicators before they are convinced, while farmers may prefer indicators related to natural phenomena with which they are more familiar. Thus, to make the planning and implementation of concerted action possible, participatory assessment is needed in which differences in visions become visible and negotiable. The challenge in assessment is to find ways to balance the different criteria of sustainability and the diverse interests of different categories of farmers with those of other land users and the state.

 

Participatory tools for assessment and planning

There are many conventional and participatory assessment and planning methodologies, and new methodologies continue to be developed. Here we examine some examples.

 

Participatory Rural Appraisal (PRA) recently renamed Participatory Learning for Action (PLA), is a methodological approach that is used to enable farmers to analyse their own situation and to develop a common perspective on natural resource management and agriculture at village level. PRA is an assessment and learning process that empowers farmers to create the information base they need for participatory planning and action. Outsiders contribute facilitation skills and external information and opinions. Many different tools have been developed for use in PRA. There are four main classes: tools used in group and team dynamics; tools for sampling; methods for interviews and dialogue; and methods for visualisation and preparing diagrams. Most countries have had some experience with PRA and local publications are available. IIED regularly reports on new developments in its PLA notes.

 

Gender Analysis in Agriculture Gender Analysis seeks to analyse and monitor the roles of men and women and their needs in land use and agricultural development. It aims at empowering women to improve their position relative to men in ways that will benefit and transform society as a whole. The analytical tools involved focus on social relations and the division of resources within social units. They make it possible to distinguish between the different activities, aspirations, needs and interests of social groups and particularly between those of men and women. Gender analysis has been extended to generation analysis.

 

Bio-resource analysis This approach is being developed by the International Centre for Living Aquatic Resources Management (ICLARM) and the International Institute for Rural Reconstruction (IIRR). Flow diagrams are drawn to map 'bio-resource flows'. These are used to identify options for improving the farming system including increasing species diversity, recycling, bio-mass production and improving economic efficiency, all indicators reflecting economic and ecological sustainability. Using an indicator diagram it is possible to see whether or not a system is becoming more sustainable. This is a particularly useful learning approach when brainstorming together about the types and directions of bio-resource flows. It is less useful when precise analysis is required.

 

Assessment of progress towards sustainability In its concern for environmental conservation, IUCN uses a participatory approach to 'assess progress toward sustainability'. IUCN has developed methods for system, self- and project assessment. Its approach fosters 'questions for survival' such as:

×          What is the condition of the people and the ecosystem?

×          What is the nature of the interactions between people and ecosystem?

×          What motivates people to do what they do?

×          What action should people take to improve their own situation and that of their ecosystem?

×          How should these actions be taken?

×          How do people know whether things are getting better or worse?

 

Programmes of action can be developed from the answers to these questions. IUCN has developed several tools for this including 'Participatory and Reflective Analytical Mapping' (PRAM), 'Assessing and Planning Rural Sustainability' and the 'Barometer for Sustainability'. To develop consensus on the priorities and actions among local communities and other key stakeholders, IUCN has developed a method known as 'Strategic negotiation for community action'.

 

Several networks that include FAO and the World Bank, are developing environmental monitoring systems. These approaches use indicators and employ a 'pressure-state-response' framework. This framework makes it possible to link pressures exerted on land quality by human activities and chart their effects on the state of the land. Changes over time, the response by society to these pressures, and the activities of land users and policy makers ca n also be linked together. Generally, these indicators monitor the more direct relationship between human action and the environment, such as the impact of forest clearance, the cultivation of steep slopes and over-stocking. The use of such techniques, however, may obscure the more complex interactions between economics, politics and culture, and land use and the environment. In these approaches, scientific as well as grassroot indicators are used.

 

Experience with these methodologies is still limited, although more work has been done with PRA and Gender Analysis. If the methodologies available could be presented in one overall framework, it would make it easier to select those most appropriate for the task in hand.

 

Participatory learning, experimentation and extension

This category of methodologies centre on approaches concerned with strengthening the capacities of farmers to learn, experiment, adapt and innovate. Farmer-to-Farmer extension, the Farmer Field School approach, and Participatory Technology Development are among the most well-known approaches in this category. These approaches also include assessment and planning based on the methodologies referred to earlier.

 

Farmer-to-farmer extension

Since the early eighties, farmer-to-farmer extension has taken on the form of a movement in Central and Latin America. Small farmers began to analyse their situation and questioned the anti-ecological and anti-smallholder technologies of the Green Revolution model being promoted. Farmers started to value farmers' own knowledge and the process of learning from other farmers. In farmer-to-farmer extension, farmers are seen as active subjects in their own development. Their response to the factors that limit production is to use local resources in an ecological way and to try and change the traditional vertical relationship between extension workers and farmers. The objective of farmer to farmer extension is to strengthen farmers' innovative spirit and their ability to communicate knowledge with other farmers. In this process farmer promoters play an important role.

 

Farmer Field School approach

The Farmer Field School approach developed from the Integrated Pest Management programmes supported by FAO in Southeast Asia in the nineties. At present Farmer Field Schools are also being organised in INM, bio-diversity and soil and water conservation. Farmers discover and learn for themselves the relationship between crops, pests, predators and soil and water. The Field Schools are characterised by strong farmer-led and farmer-to-farmer extension. The aim is to empower farmers so they are able to select and adapt the technologies most appropriate to local agro-ecological and economic conditions. Emphasis is placed on the fact that farmers should then go on with the process of technology selection and adaptation themselves. Researchers and development workers need to become experts in facilitating participatory learning, selection and adaptation.

 

Farmer Field Schools encourage direct interaction between people and ecology. In field school IPM training, basic principles are discovered in the fields and linked to farmers' previous conceptions and experiences. In this way, farmers regain control over knowledge generation and dissemination, and technology development.