IFAD × Rabo Partnerships · IFE-FST Initiative

Playbook: From Challenges to Solutions

A structured guide for National Development Banks to design and deploy effective financial and non-financial instruments for small-scale farmers.

How to use this playbook

The playbook contains 4 stages and 5 essential steps. Each stage builds on the previous one — starting from understanding the market, selecting the right instruments, planning delivery, building internal capacity, and sustaining impact through continuous monitoring. Click any stage below to explore its steps, tools, and real-world examples.

0
Offset
1
What to offer
2
How to offer
3
Capabilities
4
Implement
🌾
Tailored impact
🎯
Offset · Step 0
Clarity and agreement on the addressable market
Before designing any solution, the NDB must reach internal consensus on which market it aims to serve — defined by agricultural sector (e.g. poultry, horticulture) or geography (e.g. province, district). This clarity is the prerequisite for all subsequent steps. Crucially, NDBs must distinguish between commercial farmers (who generate income and can service loans) and subsistence farmers (better served by government social support). This distinction directly affects financial sustainability.

Each NDB must assess the specific barriers small-scale farmers face in their target market. These challenges fall into four categories — all of which ultimately result in limited access to financial services.

🚛 Infrastructure & market access 🌦 Environmental & climate change 💡 Knowledge & technology gaps 💳 Limited access to finance
Social & institutional Key issues

Land tenure insecurity, gender inequality in access to credit and training, weak farmer cooperatives with limited bargaining power, and reliance on informal markets with high dependency on middlemen.

Infrastructure Key issues

Poor rural road networks, lack of storage facilities, limited market information on prices and demand trends, and weak position in value chains with heavy reliance on middlemen.

Climate & knowledge Key issues

Increasing frequency of floods, droughts, and irregular rainfall. Limited access to modern equipment, low digital literacy, insufficient agricultural training, and lack of extension services.

Good practice · FIRA, Mexico

FIRA's regional Technological Development Centres validate innovative agricultural practices with farmers and distribute learnings through social media videos — a farmer-to-farmer model that significantly increases adoption of new technologies.

Financial instruments address farm assets (land, equipment, inventory). Non-financial instruments address farm management (farming methods, market access, cooperation). Solutions must be scaled to what farmers actually need and what the NDB can realistically offer — defining the final product mix.

💰 Concessional loans 🛡 Credit guarantees 🌧 Insurance 📱 Digital financial services 🎓 Technical assistance 🔗 Blended finance 📊 Bonds
Effective · FIRA, Mexico

FIRA's guarantee product offers 12 modalities within a single product framework — from priority segments to rural SMEs — with a minimum loan amount to ensure the instrument serves commercial rather than subsistence farmers.

Design flaw · BanEcuador

The "Crédito 1x30" program offered loans at 1% interest over 30 years without financial literacy support. Within a year, NPLs soared to 25% — borrowers perceived the product as a grant, not a loan. A key lesson: ultra-concessional terms without financial education undermine repayment culture and the NDB's sustainability.

Stage 1 output
A clearly defined product mix — specific financial and non-financial instruments matched to the identified challenges of the target farmer segment.

Distribution in rural areas depends heavily on local conditions. The NDB must answer three key questions: How to access clients? Physical or digital delivery? Direct or through intermediaries? The outcome defines the preferred way of offering the identified instrument.

🏦 Tier 1 — Direct lending
Serves farmers directly. Requires branch networks, agents, or digital infrastructure. High operational cost but greater control and outreach to underserved areas.
🔁 Tier 2 — Indirect lending
Channels resources through commercial banks, cooperatives, or MFIs. Lower cost, broader reach, but requires strong intermediary relationships and monitoring.
📍 Physical channels
Branches, agencies, one-stop-shops, post offices, input suppliers. Essential for remote areas with low digital connectivity.
📱 Digital channels
Mobile apps, online portals, digital wallets, SMS-based services. Increase scale and reduce cost — but require digital literacy and connectivity.
Strong reach · Agribank, Vietnam

With over 2,200 branches and transaction offices, Agribank can swiftly make credit accessible across multiple regions. However, limited digitization means it can only offer group-based lending for rural clients without collateral.

Digital innovation · SBP, Pakistan

The Zarkhez-e platform enables end-to-end digital loan applications for small farmers — with 75% disbursed via closed-loop QR codes to certified agro-dealers, ensuring quality inputs reach farmers directly.

Stage 2 output
A distribution strategy — specifying whether instruments are delivered directly or through intermediaries, physically or digitally, and which channels best reach the target segment.

Before launching an instrument, the NDB must ensure its internal setup can support it. Four dimensions must be assessed — often in coordination with government bodies, MDBs, MFIs, or farmer cooperatives.

🛡 Risk framework
Risk appetite, acceptance criteria, monitoring systems, collateral management policies.
⚙️ Operational framework
Product management, agile process management, systems and tools, data management.
💵 Funding
Source (deposits, bonds, MDB lines), type, terms & conditions, sustainability-linked vs generic, risk-bearing vs non-risk-bearing, tenor.
👥 People
Capacity (headcount, geographic coverage) and capability (agricultural knowledge, digital skills, credit expertise).
Funding innovation · FIRA, Mexico

FIRA issued green, social, and sustainability bonds through its Sustainable Bond Framework, raising long-term capital from domestic and international investors. Proceeds fund climate resilience, financial inclusion, and rural development — enabling FIRA to offer long-tenor credit for CAPEX that banks cannot match.

Funding gap · BDP, Bolivia

BDP's 0.5% interest product became loss-making because its cost of funds exceeded its lending rate. Without government subsidy or MDB concessional funding, the product was financially unsustainable — illustrating why funding must be considered at design stage, not after launch.

Stage 3 output
A readiness assessment — confirming the NDB has the risk frameworks, operational capacity, funding structure, and human resources required to implement the chosen instrument.

Implementation is not the end. Every instrument must be embedded in a continuous improvement cycle. The NDB launches in a pilot region, monitors through field feedback and digital tools, and iteratively refines the product before scaling — staying aligned with national development goals throughout.

P
Plan
Define clear goals and success metrics aligned with farmer needs and NDB capabilities.
D
Do
Roll out in pilot regions; ensure proper staff training and data collection from day one.
C
Check
Monitor performance through field feedback and digital tools; compare outcomes to expectations.
A
Act
Refine product features, partnerships, and outreach strategies based on insights before scaling.
Effective monitoring · BDP, Bolivia

BDP's climate risk system sends WhatsApp weather alerts to farmers, helping them plan farming and harvesting — directly reducing crop losses and improving loan repayment capacity. However, the system's vulnerability model was not yet integrated into credit decisions, a gap identified for improvement.

Impact gap · Most NDBs

A recurring finding across all six countries: no NDB had a comprehensive impact measurement framework. Most measured only what was required by external funders (e.g. green bond certification). Building an all-encompassing development impact framework remains a priority for the execution phase.

Stage 4 output
A living, iterative program — with embedded feedback loops, clear KPIs, and a structured path from pilot to nationwide scale, continuously aligned with farmers' evolving needs.
Source: Rabo Partnerships, 2025. IFE-FST Solution Design Report — Chapter 4: Playbook for moving from challenges to solutions.