I agree strongly with much of what Stella Hughes says, and am especially
supportive of the idea that local ownership and capacity-building has to
be a cornerstone of any development initiative that does not perpetuate
dependency.

In response to the question on what specific critical factors lead to
successful scalability, Stella suggests there is not much to go on in
the world of ICT. This may be the case but I would point out that there
are lessons from other sectors (e.g. military, industry, health care)
that might be instructive. For instance, the work done by BRAC in
Bangladesh to expand their Oral Therapy Extension Programme (OTEP) -
oral rehydration therapy for diarrhea - was a great success that was
spread nationwide. Likewise, major bottlers and franchises (e.g. Coke,
Heineken, McDonald's) probably have something to teach in this respect.

Having looked at a variety of industries, several scientists from my
organization - the Institute for Healthcare Improvement - have
generalized the following principles of scaling up (which may or may not
have relevance to ICT):

* You must understand full scale before you start the scale-up work
(i.e. what is the growth goal);
* Successful scale-up comes when a project or program is expanded in
phases of roughly 5x-10x per phase;
* It is important to list all of the factors involved in the system to
be scaled and then design for maximum leanness in every area;
* It is important to be aware of constraint changes as you expand (i.e.
which factors scale arithmetically, which scale negatively and which
scale positively)
* It is important to be aware of the oversight requirements and
information systems requirements once full scale is attained;
* It is important to be aware of which factors have to be scaled up
structurally and which can be scaled up though replication.

As for creating a context for successful scale-up, Stella is quite right
to point out that a supportive policy environment (political will) and
cooperation of donors and NGO's are necessary; to this I would add that
successful scale-up also requires:

1. A robust delivery system backbone (e.g. a mechanism for delivering
supplies, maintenance)
2. A collaborative methodology and communications network to facilitate
exchange of data, innovation and best practices between sites.

I know this is somewhat abstract but hope it adds value. This thinking
is presently informing our work on scaling up HIV-AIDS treatment in
collaboration with WHO, a key part of which will be a communications
network to support scale-up (what I am studying in the Reuters Digital
Vision Program at Stanford this year.)

Best,
Joe McCannon
-------------------
Institute for Healthcare Improvement
Reuters Digital Vision Fellow, Stanford University, 2003-4
617-359-6320




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