THE HDR TIMELINE KEY STEPS IN THE HUMAN DEVELOPMENT REPORT PROCESS

1. PREPARATORY STAGE
Theme Selection
Undertake a consultative process for selecting the theme involving: • a review of previous HDRs and their impact; • brainstorming with national policy makers and key stakeholders, and reviewing national strategies and policies; and • in-house UNDP and wider UN discussions.
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A Companion to the HDR Toolkit

2. RESEARCH AND WRITING
Research
Hold a brainstorming meeting to further develop the concept note.
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3. PRODUCTION 4. ADVOCACY AND FOLLOW-UP
The Final Product
Text: • Present data and messages clearly and creatively, with varied use of text boxes, graphics, messages and data. • Copyeditor(s) should check text consistency, and ALL facts and data. • Translate report into other languages as necessary.
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Resource Mobilization
Hold consultations with potential partners on the concept note, and the possibilities for their involvement and funding. Partners could include government(s), UN agencies, regional development banks, bilaterals, private sector concerns and others.
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Building the Team
Establish inclusive partnership mechanisms, such as: • a policy steering committee; • a content advisory committee; • a readers’ group for technical expertise; • a focal point and follow-up group for advocacy and communications; • other consultations, workshops and electronic networks; and • complementary links with MDG report processes and poverty reduction strategies.
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Training and Orientation
Provide training for core authors, partners and UNDP sta on the HDR’s theme and on human development concepts, measurements and policy applications.
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Communications Strategy
Design an outreach and communications strategy, including the identi cation of target audiences, a media plan and indicators of success in reaching target audiences.
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First Full Draft
Produce chapter drafts that: • analyse the theme through a human development lens; • investigate root causes of constraints to human development; • build synergy between analysis and data; • capture peoples’ perspectives and voices; • explore alternative approaches; • draw on the experiences of other countries; and • consider international policies that constrain national choices.
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Draft for External Review
Incorporate feedback from consultations.
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Final Draft
Incorporate feedback from consultations.
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Media and Communications
Fine-tune strategy and identify nal messages.
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Launch and Outreach Strategy
Implement an outreach strategy to promote the HDR’s messages based on desired development actions and policy changes.
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Marketing and Dissemination
Work with a commercial publisher or short-term expert to market the HDR, developing such components as: • a brochure • a catalogue listing • advertising in relevant publications • reviews of the HDR; • placement in bookstores; • online sales; etc.
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Monitoring and Assessing Impact
Develop a method to gather feedback from target audience(s).
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Prepare a concept note to focus consultations. Address data issues relevant to theme(s) under consideration.
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Consider segmenting funding proposals according to donor interest–research, outreach, etc.
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Consider training on writing skills, as appropriate.
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Themes of vital national concern tend to spark maximum interest and debate.

Write a project document. Include activities and funding to address data gaps.
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The steering committee selects core authors or a lead institution. ________ _______ Select professional content editor(s) and proofreader(s), with separate teams for multiple languages.
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Establish a ‘house style’ for chapter outline format, spelling, references, etc.
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Draw on NHDR resources available at http://hdr.undp.org/nhdr/default.cfm.

For outreach: • enlist those involved in the HDR’s content to shape and implement a follow-up strategy; • build alliances with institutions working on HDR theme(s) for dissemination and advocacy; and • initiate partnerships with a commercial publisher (if possible) and with UN Publications.
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Create detailed chapter outlines, including proposed chapter structures, main headings and length.
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Fill in research gaps and sharpen arguments and key messages.
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Contract editor(s) and designer(s) to ensure HDR language and style powerfully reinforce the report's messages.
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Develop press materials such as a press kit, op-eds, videos, CD’s, etc.
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Undertake literature reviews and commission background research, case studies and surveys. Research should capture the perspectives of those who are traditionally excluded.
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Make connections among chapters, and between the thematic analysis and statistical tables.
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Summarize HDR recommendations in one place.
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Tailor writing style to the target audiences.
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Identify data needs from quantitative and qualitative sources.
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Revisit resource mobilization opportunities once the HDR is nalized for potential funding of programmes/projects based on the report’s recommendations.

Look for representation from diverse perspectives and sectors, and actively seek gender balance.
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Consider involving select media as substantive partners. ________ _______ Assign a coordinator to monitor production deadlines.
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Begin working with the media by: • initiating contacts with key media gures interested in the HDR’s theme; and • assembling broad media lists.

Collaborate with statistical entities to explore useful levels of data disaggregation and innovative measurement approaches.
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Begin preparation and/or commissioning of text boxes, graphs, tables, etc.
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Share this draft with key experts, statistical specialists and stakeholders to discuss content, check facts and test messages. A stakeholder workshop may be useful.

Prepare 'front and back matter' including: • the preface, overview, acknowledgments, etc.; • a description of the HDR preparation process; • sources for all data; and • technical notes and de nitions.
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Design: • Tailor report design to target readership. • Create a cover that grabs attention.
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Press materials should avoid jargon. They should clearly and concisely present key messages, data and statistics.
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Plan the report launch(es). Events can take many forms, such as press conferences, policy seminars, public debates, a traveling caravan, etc.
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Monitor the report’s in uence on policies, plans, legislation, budget allocations, parliamentary debates, public discussions, NGO advocacy, data collection, educational curricula, etc.
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Provide training for media spokespeople on media interview skills.
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Keep track of all references and data sources consulted.
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Share the report’s outline with the global HDR network: hdr-net@groups.undp.org.
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Share rst draft with advisors and experts. Meet with advisors, background paper authors, readers, etc. as needed.

Undertake a peer review. All HDR's must be reviewed by two to three reviewers not involved in HDR writing or research. Ensure at least one reviewer is a gender expert.
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Miscellaneous: • Ensure the year of the launch is the year on the report’s cover. • Provide information on how to access the hard copy and online versions of the HDR.

Create events to brief print, radio, TV and electronic media.
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Draw on all HDR contributors for communications e orts.
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Consider outreach: • outside the capital, and outside the country– external policies can constrain national choices; • with special groups such as policy makers, civil society organizations, youth, etc; • through the education system and universities; and • through instruments such as songs, videos, contests, ‘plain language’ versions, etc.
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Assign the copyright owner (according to national laws) and develop a procedure for granting reprint permission.
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Monitor public debate and media coverage.

When selling commercially, obtain an ISBN. (http://isbn-international.org)
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Provide media materials and background information online. Put the HDR online by launch day.

Ensure HDR ndings in uence UNDP, UN and other donor programming.
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Disseminate the HDR widely.

Develop an interactive Internet site to stimulate debate and share resources.
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Draw on UNDP experiences and experts.

APPROXIMATE TIMING UNDP’s ROLE

Establish information sharing through regular meetings, networks, a master le of core documents, etc.

If relevant, organize a statistical review with technical experts to check for accuracy and methodological rigour.

If launch is a press event, keep speakers to 3 maximum.

UP TO 6 MONTHS

6–9 MONTHS
Participate as a member of the steering committee. Contribute substantively to HDR. Ensure HDR research and ideas feed into UNDP work. Lead peer review process.

(longer for full translation)

6–10 WEEKS

ONGOING UNTIL NEXT REPORT
Develop outreach, advocacy and communications strategies with partners. Initiate campaigns and activities. Oversee preparation of materials. Train spokespeople.

Act as lead coordinator and facilitator. Bring diverse partners to the process. Mobilize resources.

Ensure adherence to deadlines. Finance and coordinate.

SIX CORPORATE PRINCIPLES

1

NATIONAL/REGIONAL OWNERSHIP

2

PARTICIPATORY AND INCLUSIVE PREPARATION

3

INDEPENDENCE OF ANALYSIS

4

QUALITY OF ANALYSIS

5

FLEXIBILITY AND CREATIVITY IN PRESENTATION

6

SUSTAINED FOLLOW-UP

Authors: Sarah Burd-Sharps, Sharmila Kurukulasuriya and Agueda Perez. Contributors: Juan Pablo Mejia, Mary Ann Mwangi, Saraï Nuñez-Ceron, Marisol Sanjines and Tim Scott. Human Development Report O ce, UNDP. email: hdro@undp.org

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