Social Protection

Building social protection floors
and comprehensive social security systems

Module 6: Building the matrix

Objectives

This module explains the process of building the assessment matrix in detail. It aims to create a shared diagnosis of the social security situation, to identify policy gaps and implementation issues, and to propose new or expanded SPF provisions. The module provides a methodology to be used to complete the matrix and to come up with shared recommendations to define the social protection floor.

Key questions

  1. What is the structure of the assessment matrix?
  2. What are the benchmarks to assess the social protection situation?
  3. What are the main parameters to describe existing schemes?
  4. What are policy gaps and implementation issues?
  5. How to qualify and quantify policy gaps and implementation issues?
  6. What methods can be used to progressively develop a shared diagnosis of the social security situation and recommendations for new or expended SPF provisions?

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Takeaway message

The assessment matrix is used to understand the social protection situation of the country. This situation is usually linked with the country’s sense of social justice, culture, and history. The social protection situation can be described by reviewing existing laws and regulations and by gathering information on the effective implementation of social protection schemes. By comparing the social protection situation with the social protection floor’s objectives, a number of policy gaps and implementation issues may be identified and discussed among stakeholders. Finally, recommendations shall be formulated to close the gaps, overcome implementation issues, and achieve a nationally defined social protection floor.

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Master module 6: Building the assessment matrix

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Presentations

Presentation Asia: Building the assessment matrix
Presentation Asia: Quantifying gaps and measuring coverage

Myanmar - Building the Assessment Matrix

Philippines: To make and finalize the assessment matrix, several meetings and workshops were held.

First, ILO made a draft of the matrix (comprising scheme descriptions, policy and implementation gaps, recommendations) based on research from reports, brochures and websites - latest matrix (not public)

Then, the draft matrix was validated and further completed in bilateral meetings with government departments, social and health protection agencies (minutes 1 and minutes 2), worker and employer organizations (minutes), UN agencies

The matrix also benefitted from a NEDA regional workshop on assessing specific social protection schemes (minutes) and a field visit (report)

Third, core group workshops were held to finalize the matrix - minutes, presentation

 

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Videos

Asia: Part 1. Developing the assessment matrix
Asia: Part 2. Constructing the matrix for Thailand
Asia: Part 3: Questions and opinions

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In Myanmar, the draft social protection assessment matrix was formulated on the basis of the World Bank-led social protection Inventory. Before the ABND process started, the ILO and the World Bank formulated a joint plan to combine the ABND and the Social Protection Assessment in order to optimise both processes. In order to fill the matrix thoroughly, a number of additional consultations were necessary after the national dialogue workshop over a three months period in order to gather all the necessary information.
08.01.2015 - Lou Tessier
Philippines: (1) A list of schemes and their descriptions was constructed in 3 consecutive steps: (a) research from reports, websites, brochures (b) bilateral meetings with different agencies. (c) several workshops of the DOLE Technical Working Group and the ABND Core Group, where all participants validated and finalized the matrix together. (2) The presentations and minutes on collecting data and building the matrix have been added to this module. (3) The matrix is divided into four categories (health, children, working age, elderly) and each category is further sub-divided into four sub-categories (social insurance, social welfare, social safety nets, labour market interventions). This is because the country wants to define and launch a national SPF. At the same time, the assessment takes the national definition of social protection into consideration. The national definition of social protection says that social protection comprises social insurance (contributory schemes), social welfare (assistance for the poor), social safety nets (assistance for victims of natural and man-made disasters), and labour market interventions (ALMPs like training).
12.02.2015 - Loveleen De
Mongolia: The matrix is a very important piece of the report. In Mongolia, the comprehensiveness of the matrix was acknowledged by stakeholders during the process and at the launch; it gave high credibility to the report results. It is recommended printing the matrix as an annex of the report.
25.05.2015 - Céline Peyron Bista
Mongolia: Depending on the country context, the ABND will include additional information in the matrix or even additional sheet. For instance in Mongolia, the assessment took stock of all active labour market programmes in a very detailed manner, and brought recommendations on how to link those programmes with social protection benefits.
25.05.2015 - Céline Peyron Bista
Mongolia: The process has included a review of the implementation issues through consultations at provincial levels that is essential for validating the ABND results.
25.05.2015 - Céline Peyron Bista
Kyrgyzstan. In November 2015, a questionnaire was circulated to stakeholders to collect their inputs and comments on the ABND matrix http://www.social-protection.org/gimi/gess/ShowProjectRessource.action?ressource.ressourceId=53283&pid=2747.
13.11.2015 - Loveleen De
2747