Implementing Multidimensional Measures of Well-being in Bolivia: Learning from Bhutan, Ecuador, and Mexico
The Exchange gathered experts from Bhutan, Ecuador, and Mexico to share knowledge with Bolivian government officials on “measuring” the concept of buen vivir (literally, living well) across monetary and nonmonetary dimensions of social development. Approaches used included two conferences in La Paz Bolivia, and videoconferences among participating countries. Representatives from other countries, including Venezuela and Uruguay, also participated though without direct World Bank support.
According to the 2009 Bolivian Constitution, the concept of buen vivir is the country’s overarching premise for the country’s development policy-making and programs: improving the effectiveness of social development and poverty eradication programs.
To this end, the Bolivian government set out to define new measures for assessing social welfare and development — going beyond measures of monetary poverty and capturing the broader concept of buen vivir across several dimensions. A new official instrument would help to better monitor and evaluate program effectiveness, according to the government’s National Development Plan.
Bolivia’s specific challenge was both how to define the different dimensions to be included in the instrument, and how to actually measure them. To this end, the government broadened the discussion on buen vivir by examining public policy design and implementation – learning from the experiences of countries that had adopted multidimensional measures of well-being (Bhutan and Mexico) and those developing their own measures (Ecuador).
The Bolivian government requested World Bank support to organize an exchange with government counterparts from Bhutan, Ecuador, and Mexico. Bhutan has been a pioneer in measuring and monitoring happiness in its policymaking process, and Mexico has led in designing and implementing a multidimensional poverty index. Finally, Ecuador had engaged in the design of a mechanism for measuring and monitoring multidimensional well-being, thus offering lessons learned.
To initiate contacts for the upcoming Exchange, the Bolivian ministers of Development and of Foreign Affairs participated in a February 2013 videoconference with representatives of the Centre of Bhutan Studies and GNH Research (associated with the Gross National Happiness Index), Ecuador’s Buen Vivir Program, and Mexico’s CONEVAL.
The Exchange included technical discussions between Bolivian officials and experts from Bhutan and Mexico, part of a conference held in La Paz in April 2014. The conference enabled technical experts to provide detailed comments on the Bolivian government's draft proposal for more precisely defining and measuring buen vivir. Bolivian participants included officials from the Ministry of Foreign Affairs, which led the theoretical conceptualization of buen vivir, and the government's think tank UDAPE, which led the methodological design of indicators and survey questions.
In mid-August 2014, a high-level conference took place with featured participants being the Bolivian ministers for Foreign Affairs and for Development Planning, the president of the Centre for Bhutan Studies, the secretary of the Ecuadorian Buen Vivir Program, and government officials from Mexico, Uruguay, and Venezuela. During this conference, Bolivian authorities presented their revised proposal for measuring buen vivir; they also considered those inputs received from international participants in April and those received during domestic consultations in June. The August event concluded with a formal knowledge session, at which representatives from the five countries presented their proposals before the press and the general public.
The main outcomes sought through this Exchange were:
- Enhanced knowledge and skills
- Improved consensus
- New and improved actions
The specific results or outputs were as follows:
- Official technical proposal describing methodology for the multidimensional measure of well-being or poverty in existence
- Official set of indicators of “well-being” defined and validated among civil society organizations
As a result of the Exchange, Bolivian authorities prepared a detailed proposal for more precisely defining, measuring, and monitoring so-called buen vivir outcomes. The consolidated, revised proposal was based on two separate documents previously prepared by the Ministry of Development Planning and the Ministry of Foreign Affairs. The improved proposal included the historical, cultural, and philosophical underpinnings of their concept of buen vivir as well as a detailed list of monitoring indicators, the associated specific metrics, and relevant survey questions.
- Because of the substantial time differences between the participating countries, a series of videoconferences before each of these events and email exchanges played an important role. These channels of communication can easily continue after the Exchange.
- The multiple interactions with the knowledge-providing countries allowed the Bolivian teams to refine their proposal, and to consider important recommendations toward finalizing the new measure of well-being. For instance, the Government of Bhutan insisted on the importance of testing to find the best way present a survey involving the complex concepts derived from the theoretical proposal presented by Bolivian officials. Thus, the Bolivian team is including formal testing of the questionnaire design and a series of focus groups to validate the relevance of the proposed indicators.
Both the Centre for Bhutanese Studies and CONEVAL expressed their willingness to continue supporting the Bolivian government in its efforts to measure well-being on the basis of alternative conceptualizations. The governments of Bhutan, Ecuador, and Mexico also agreed to meet again at international events (first in Mexico in November 2014 and then in Bhutan in November 2015) to continue discussing these issues.
The World Bank (in particular, the Multidimensional Poverty Non-lending Technical Assistance team) worked closely with the Bolivian authorities (particularly, from the Development Planning and the Foreign Affairs ministries), throughout the process – to organize the discussions and ensure that the final, international event in mid-August was a success. The team also offered ongoing technical assistance on measurement, including analyses and tests, necessary for implementing the monitoring program.
- Bolivian Ministry of Development Planning
- Bolivian Ministry of Foreign Affairs
- Centre for Bhutan Studies & GNH Research (Bhutan) (Knowledge Provider)
- El Consejo Nacional de Evaluación de la Política de Desarrollo Social (National Council for the Evaluation of Social Development Policy, or CONEVAL, a Mexican federal organization) (Knowledge Provider)
- La Unidad de Análisis de Políticas Sociales y Económicas (Social and Economic Policy Analysis Unit, or UDAPE, a Bolivian think tank)
- Buen Vivir (Ecuador) (Knowledge Provider)
- World Bank (intermediary, technical expert, financier)
- Bolivian Minister of Development Planning: "For Bolivia the South-South Cooperation is very important as these international relations allow for a joint construction of what we seek as societies."
- Bolivian Foreign Affairs Ministry: "[The countries] agreed to develop shared communication platforms, so that through them we can exchange instant information and facilitate dialogue and analysis, create sources of specialized information, and provide advice to other nations."
- Secretary of Buen Vivir Program: "We have reached a series of agreements in the sense of complementarity, all participating countries, practically agreed on the topic of good living and have other names in other countries."
- Bolivia (World Bank page): http://www.worldbank.org/en/country/bolivia
- Buen Vivir Plan Nacional (Ecuador): http://www.buenvivir.gob.ec/
- Centre for Bhutan Studies & GNH Research (Bhutan): http://www.bhutanstudies.org.bt/
- CONEVAL, El Consejo Nacional de Evaluación de la Política de Desarrollo Social (Mexico): http://www.coneval.gob.mx/Paginas/principal.aspx
- Buen vivir: the social philosophy inspiring movements in South America: http://www.theguardian.com/sustainable-business/blog/buen-vivir-philosophy-south-america-eduardo-gudynas
- Gross National Happines (Bhutan): http://www.grossnationalhappiness.com/articles/
- Buen Vivir TV: https://www.youtube.com/user/ElBuenVivirTV
- C&D: Seis países debatirán en Bolivia la filosofía del "vivir bien" (Jornada [Bolivia])
- C&D: Representantes de seis países debatirán en La Paz propuestas sobre filosofía del Vivir Bien (Agencia Boliviana de Información ABI [Bolivia])
- C&D: Representantes de seis países debatirán en La Paz la filosofía del "vivir bien": (Los Tiempos [Bolivia])
- C&D: Delegados de seis países debatirán el Vivir Bien (Página 7 [Bolivia])
- C&D: Seis países debatirán sobre el vivir bien (Cambio [Bolivia])
- C&D: Seis países debatirán en Bolivia sobre filosofía del "vivir bien" (TeleSur [Venezuela])
- C&D: Representantes de seis países debatirán en Bolivia propuestas sobre filosofía del Vivir Bien (Eju TV [Bolivia ])
- SDv: Cooperación sur-sur: seis países discutirán segunda fase de la métrica del Vivir Bien (Hoy Bolivia [Bolivia])
- SDv: Cooperación sur-sur: seis países discutirán segunda fase de la métrica del Vivir Bien (FM Bolivia - Radio Online [Bolivia])
- SDv: Concluye en Bolivia el foro internacional sobre políticas del Buen Vivir (Panama On [Panama])
- SDv: Expertos de 5 países debaten la medición del Vivir Bien en Bolivia (Página Siete [Bolivia])
- SDv: Cita programa para 2015 primer Congreso Mundial del Vivir Bien (Cambio [Bolivia])
- SDv: Banco Mundial propició encuentro para medir la felicidad (Banco Mundial [Bolivia ])