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Participatory budgeting in Africa - Volume II: Facilitation Methods
2008
United Nations Human Settlements Programme (UN-HABITAT); Municipal Development Partnership for Eastern and Southern Africa

How to Use This Training Companion

This Companion is aimed at helping local governments in Africa and other stakeholders to prepare for, design, initiate and manage a participatory budgeting process, by training key actors who initiate the budgeting processes. Hence, the targeted audiences of the Companion are the facilitators or persons who would be assigned to introduce the process in a national forum, or a given city such as central and local government staff, NGO leaders and community practitioners. Decision or policy-makers such as councillors, chief executive officers and civil society leaders is another important category of the target audience. It is hoped that the Companion together with the Participatory Budgeting Toolkit will serve as key references for transferring the practice of participatory budgeting from Latin American and European cities to English-speaking Africa.

To support this mix of potential users, the Companion has been divided into two parts with nine chapters. Part one is made up of chapters one through five; part two is made up of chapters six through nine.

Putting Participatory Budgeting in Practice

Setting up participatory budgeting requires more then a vow by local politicians or civil society leaders. The knowledge of certain tools and mechanisms, which are applied at the different stages of the participatory budgeting cycle, can facilitate the process. At its core, the budget formulation stage, comprising the project identification up to budget approval, and the Budget Implementation, starts with the execution of the approved budget.

The suggested methods to put participatory budgeting into practice follows a systematic approach formulated around the four participatory budgeting stages and the encouragement of every stakeholder to engage in the process.

At the outset of the participatory budgeting process, it is important to strengthen a few of the necessary conditions for effectively putting participatory budgeting in place. Among these are:
  • the need for effective and professional facilitation of the process
  • appreciation of participatory budgeting and assertion of political will
  • outreach programmes to inform and sensitize citizens and local actors
  • the set-up of a steering committee and well motivated staff
  • a clear calendar of activities


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