1. FRAMEWORK AND METHODOLOGY FOR LOCAL/REGIONAL ACTION PLANNING FOR SOCIAL INCLUSION Dr. Haroon Saad Director QeC-ERAN Venice 19-20 April 2007

2. FRAMEWORK AND METHODOLOGY STRUCTURE OF PRESENTATION THE CHANGING EU POLICY CONTEXT THE STRUCTURE OF THE FRAMEWORK THE NINE STEP METHODOLOGY MEASURING IMPACT THE SUB THEMES RESPONSES FROM PARTNERS KEY ISSUES FOR WORKING GROUP DISCUSSION

3. FRAMEWORK AND METHODOLOGY THE CHANGING EU POLICY CONTEXT INTEGRATED NAPS (SOCIAL INCLUSION, PENSIONS, HEALTHCARE AND LONG-TERM CARE) LISBON AND SOCIAL INCLUSION STRUCTURAL/COHESION FUNDS AND SOCIAL INCLUSION

4. FRAMEWORK AND METHODOLOGY THE CHANGING EU POLICY CONTEXT 2 KEY MESSAGES/ISSUES Child poverty Active inclusion Reduction of health inequalities in outcomes Need for new forms/arrangements for long-term health care Involvement of stakeholders improving BUTstill weak

5. FRAMEWORK AND METHODOLOGY THE CHANGING EU POLICY CONTEXT 3 KEY MESSAGES/ISSUES The gender dimension needs to be strengthed Social cohesion Youth unemployment and school drop out Housing exclusion and homeless

6. FRAMEWORK AND METHODOLOGY Key Issues/messages(cont) Disability –Independent living –Access to services –Labor market integration Ethnic minorities –Educational disadvantage –Language skills –Participation –Discrimination

7. FRAMEWORK AND METHODOLOGY THE FRAMEWORK- KEY ELEMENTS POLICY CONTEXT -NAPS -Joint reports on NAPS -Common indicators -Streamling of SI strategy

8. FRAMEWORK AND METHODOLOGY THE FRAMEWORK- KEY ELEMENTS PRIORITIES - Accessing the labour market for groups with greatest difficulties - Access to services including life long learning opportunities -School to work transition and school drop out -Child poverty -Immigrants and Ethic Minorities

9. FRAMEWORK AND METHODOLOGY THE 9 STEPS METHODOLOGY - Step 1 Building the evidence base - Step 2 Stakeholder analysis - Step 3 Problem and option analysis - Step 4 Option analysis and strategy formulation - Step 5 Intervention logic – going from themes to activities

10. FRAMEWORK AND METHODOLOGY THE 9 STEPS METHODOLOGY(CONT) - Step 6 Adding indicators, setting targets and working out means of verification - Step 7 Risks and assumptions - Step 8 Bringing it all together and achieving coherence by using an adapted logical framework -Step 9 Formal signing of the inclusion framework by all the partners - CASE STUDIES OF LOCAL PLANNING

11. FRAMEWORK AND METHODOLOGY - MEASURING IMPACT: Common indicators Urban Audit Lisbon Indicators EU Sustainable Development Strategy UK index of Multiple Deprivation Nothingham City Council- well-being of young people

12. FRAMEWORK AND METHODOLOGY THE SUB/THEMES Integration into the labour market of vulnerable groups Access to services of vulnerable groups Integration of immigrants and ethnic minorities –Overview report on each theme –Case studies –Publications and links

13. FRAMEWORK AND METHODOLOGY RESPONSES FROM PARTNERS TEXTUAL RESPONSES CONTENT IMPROVEMENT RESPONSES CONTEXTUAL ISSUES PLANNING CYCLE ISSUES

14. FRAMEWORK AND METHODOLOGY RESPONSES FROM PARTNERS: ISSUES FOR THE WORKING GROUPS Introductory text on the concept of social inclusion/exclusion. The Planning/Action cycle at local level. What duration is viable in terms of financial projections at local/regional level.

15. FRAMEWORK AND METHODOLOGY RESPONSES FROM PARTNERS: ISSUES FOR THE WORKING GROUPS Need for availability of local/regional common indicators –Income inequality –Employment/unemployment –Educational outcomes –Participation in post school training or education –Health inequalities –Housing tenure and conditions

16. FRAMEWORK AND METHODOLOGY RESPONSES FROM PARTNERS: ISSUES FOR THE WORKING GROUPS Identification of local priorities –Need for local criteria/ mutli criteria framework

17. FRAMEWORK AND METHODOLOGY RESPONSES FROM PARTNERS: ISSUES FOR THE WORKING GROUPS The organisation of local/regional action planning -Local Coordination Group -Political Group -Technical Group -Local develpment Group -Local Discussion and Consulting forums

18. FRAMEWORK AND METHODOLOGY RESPONSES FROM PARTNERS: ISSUES FOR THE WORKING GROUPS strengthening each step of the methodology -Alongside the objectives and methodology of each step there should be: -Who is responsabile for that step -An action plan to implement the step with clear timetable

19. FRAMEWORK AND METHODOLOGY RESPONSES FROM PARTNERS: ISSUES FOR THE WORKING GROUP STEP 0: IDENTIFICATION OF THE PRIORITIES AT LOCAL LEVEL AND OF THE PROJECT GROUP WHO: LOCAL COORDINATION GROUP: OBJECTIVE: 1. IDENTIFY PRIORITIES AT LOCAL LEVEL ON THE BASIS OF THE 5 EUROPEAN THEMES 2. IDENTIFY WHO THE STAKEHOLDERS ARE AND WHICH THEIR INTERESTS; 3. IDENTIFY WHICH STAKEHOLDERS WILL TAKE PART IN THE GROUP PROJECT

20. FRAMEWORK AND METHODOLOGY ACTIONS: - CHOICE OF THE PRIORITY THEME AT LOCAL LEVEL - SETTING UP THE PROJECT GROUP - SHARED AND AGREED IDENTIFICATION OF THE ROLES WITHIN THE LOCAL PROJECT GROUP METHODOLOGIES: FOCUS GROUP, MEETINGS, INTERVIEWS WITH POLITICIANS/MANAGERS/DEALERS, ETC. IN THIS STEP NEED TO TAKE INTO ACCOUNT NOT ONLY THE PRESSURE, BUT ALSO - AND ABOVE ALL - THE FEASIBILITY AND SUSTAINABILITY OF THE ACTION PLAN IN RELATION TO A THEME RATHER THAN ANOTHER, IN ORDER TO CREATE A PLAN THAT IS LIKELY TO SUCCEED