Sally Davidson, B.A.,M.A., M.C.P., has a Bachelor of Arts in Archaeology, a Master of Arts in Social Anthropology and a Master of City Planning. Prior to co-founding Blackstone in 1991, Sally developed one of Canada’s first firms dedicated to sustainable development, growing it to 17 staff over four years.
Socio-Economic Assessment Experience:
Sally has directed a wide range of multi-disciplinary assignments across Canada and in over 45 countries around the world. Her recent experience, from the fall of 2011 through December 2014, included her role as a Community Relations (CR) Manager for Bankers Petroleum, a large Canadian-based company operating in Albania. This full-time undertaking addressed the needs and issues of the 22 villages located within the largest on-land oil field in Europe, as well as the training and development of a professional local CR team. Sally’s roles included integration of CR activities with other parts of the company, and building a Community Investment Strategy and Program that grew to expenditures of $2 million annually on activities such as economic development, social programs and community facility improvements. The program has been recognized as best practice in relation to the integration of an extractive industry with local communities, based on a progressive effort to generate a participatory approach to needs identification and resolution of issues.
In 2013, Sally directed a project for the World Bank involving a review of its Environmental and Social Safeguards Policies through consultations with Project-Affected Communities. This very successful assignment involved field investigations of Bank projects in Kenya, Tanzania, Bolivia, Columbia, Philippines and India. In 2010 Blackstone was chosen, following a global competition, to undertake a review of local stakeholder perceptions in regard to the International Finance Corporation’s Performance Standards, encompassing nine countries worldwide.
Barbara Lamb, Principal and co-founder of Blackstone Corporation, brings over 25 years’ consulting experience in community economic development, tourism, and social assessments, applied to many different sectors (solid waste management; transportation; cadastre, municipal infrastructure, agriculture, education, health, power, extractive industries (oil; mining), youth, SME’s, indigenous peoples, etc.). She has worked in over 40 countries spanning Eastern Europe and Central Asia, South and Southeast Asia, and the Caribbean and Latin America for the World Bank, IFC, Inter-American Development Bank, Asia Development Bank, CIDA, national governments, and regions.
Along with Blackstone’s other Partner, Barbara has gained a reputation for the type of innovative, outside-the-box thinking required to meet tough challenges, create new opportunities and/or facilitate cooperative problem-solving for our clients. The success of the projects she has worked on has often been due to delivery of smart and unique stakeholder engagement processes designed by Blackstone to produce realistic, sustainable and results-oriented strategies and tangible progress for our clients.
Barbara has a Master of Sciences in Planning and an Honours Bachelor of Environmental Studies. Speaking Spanish, Barbara generally oversees the company’s Latin American projects in association with our Associates, located in Peru and Bolivia. She has worked throughout South America and in 15 countries of the Caribbean on multiple occasions in the areas of Social Assessment and Tourism.
Stakeholder Engagement (SE) & Social Assessment (SA) Experience
Between 2011 and December, 2014, Barbara helped to mobilize a viable local Social Department for a Canadian oil company operating in Albania. She created an innovative, long-term economic development and job creation program ($1 million/year) that targeted different segments of the locally affected communities, and that was multi-faceted (transition from subsistence to commercial agriculture; needs-based vocational training/VET aimed at specific employers; women’s empowerment program, SME start-up funding, a highly successful job fair, etc.). She worked to ensure that the company complied with IFC and EBRD performance standards, by training and overseeing an internationally designed grievance mechanism. Staff were trained to implement a robust monitoring and evaluation process to enable feedback and ongoing adjustments to the community development program. She was asked by both the IFC and EBRD to present to internal and external stakeholders the economic development program, which was considered by each auditing agency to be good/best practice.
One of the program’s highlights was the introduction of a powerful and sustainable youth empowerment program, never before implemented outside of Canada. The program has had lasting effect on the morale and quality of life of previously marginalized young Albanian men and women and that will continue into the future. This program was recognized by one international agency as something that “should be in all of our countries of operation.” It is a program that Blackstone, with the originators of the program, will offer to other companies who want to improve relationships with local stakeholders affected by their operations.
Barbara’s experience has also included preparation of detailed operational manuals for matching grants and revolving funds to enable local communities and stakeholders receive funding for projects and businesses (Azerbaijan). As noted earlier she has also spearheaded SME grants (Albania).
Barbara was also part of Blackstone’s review, on behalf of the International Finance Corporation (IFC) of its Performance Standards. The World Bank, learning of the company’s work for the IFC, requested that Blackstone undertake a similar process for the Bank’s Social Safeguards (2013).
Much of her participation in Blackstone’s SE-SA work has involved needs assessments (e.g., for development of a $48 million loan in Azerbaijan for social infrastructure to improve the lives of Internally Displaced Persons – IDPs; land use and minority rights in Serbia; transportation in Bosnia; indigenous land rights in Belize, etc.).
She, along with Blackstone’s other Principal, has managed the socio-economic aspects of solid waste management projects (Trinidad; Argentina; 6 countries of the OECS; Canada).
Barbara’s international tourism work began in the late 1980s when she worked for one of the world’s largest hospitality industry firms undertaking market and financial feasibility studies for a variety of domestic and international tourism attractions and accommodations properties. Since then, Barbara has taken a lead role in developing and implementing leading-edge methodologies to accurately identify market niches and forecast market demand (which are crucial in this market-driven industry).
In 2010-2011, Barbara was Project Director for the preparation of a comprehensive IADB-funded Community-Based Tourism Loan for Bolivia that resulted in a $20 million loan to the country from the Inter-American Development Bank. She was also involved in a large and complex World Bank-funded cultural heritage tourism project in China, which led the Chinese government to increase its loan to implement the Tourism Plan that Blackstone produced. She has also been Manager recently of tourism-related planning and due diligence assignments in Aruba and in Canada’s Yukon Territory and Nunavut.
Barbara has worked on multiple occasions throughout the Caribbean and Latin America on national tourism strategies. Among others, when Belize’s industry was in significant decline, and the public and private sectors were at odds, Blackstone undertook the research, stakeholder engagement and analyses that led to the approval by all tourism stakeholders and the Prime Minister of a highly successful national tourism strategy.
- Dotcho Mihailov, Ph.D – Senior Social Scientist; Manager, Eastern Europe and Central Asia
- Michel Filion, M.A. – Facilitator, Project Management Specialist
- Janette Simbron,B.A., M.A. – Senior Tourism Specialist; Manager, Blackstone Operations, Latin America
JANETTE SIMBRON BA, MA – SENIOR TOURISM SPECIALIST
MANAGER, BLACKSTONE OPERATIONS, LATIN AMERICA
Janette Simbron has a strong background both in the social sciences and in tourism. Blackstone retained Janette to act as Project Manager for its multi-disciplinary assignment to develop a large tourism loan between the Inter-American Development Bank (IDB) and the Government of Bolivia. As a result of the considerable success of that sensitive and complex project, which successfully led to a $20 million loan agreement, Janette was assigned to head up Blackstone’s operations in Latin America, resident in La Paz.
Janette’s education includes a B.A. (Psychology) from the University of Chicago and a Masters of Anthropology (Belgium). She has worked in the tourism sector for more than 20 years, and is the owner of a highly successful receptive tour operator firm and a hotel. Janette is also part of a private sector network consisting of the top tour operators operating in and around Bolivia, and has extensive knowledge of tourism trends, markets and products throughout South America. She is very knowledgeable about the social and economic challenges facing rural communities. Janette regularly travels to European trade and travel shows, and has an extensive international network in the hospitality industry.
In addition to her tourism credentials, Janette is also a social scientist with extensive experience related to stakeholder engagement and community consultation, and social impact assessment. She has excellent “people skills” that allow her to be able to work closely and confidently within the challenging institutional environments that characterize many of the lesser developed countries.
Janettehas a strong interest in indigenous populations, and has worked with several communities to develop successful community-based tourism initiatives in Bolivia. She has carried out several socio-economic assignments including, for example:
With her broadly based public and private sector tourism experience, and her experience as a tour operator and hotelier, Janette brings hands-on tourism skills, and Spanish-language capability, to Blackstone.
DOTCHO MIHAILOV, Ph.D – Senior Social Scientist and Manager, Eastern Europe and Central Asia
Dotcho Mihailov is a highly experienced social scientist, with an M.Sc. in social psychology and Ph.D. in Social and Management Psychology. Proprietor of ASA (Agency for Socioeconomic Analysis) in Sofia, Bulgaria, Dotcho is a Senior Blackstone Associate and Manager of Blackstone’s operations in Eastern Europe and Central Asia. Dotcho began working with our firm in 2003, when he was retained to carry out quantitative surveys throughout Bulgaria associated with Blackstone’s World Bank assignment on “The Economic and Social Impacts of Farm Restructuring in Central and Eastern Europe”. His work included a business survey and a regional survey in three districts among a sample of 598 households and 57 Farmers. The Blackstone team’s work was highly regarded, and results were published in a World Bank monograph titled “A Stocktaking of Land Reform and Farm Restructuring in Bulgaria, Moldova, Azerbaijan, and Kazakhstan.” Most recently, Dotcho was retained to work with Blackstone on our major projects for the International Finance Corporation (IFC) and the World Bank, undertaking field investigations of private sector company activities in China, Africa and Turkey with a view to assessing company/community relations and providing these international agencies with suggestions regarding a planned update to their Performance Standards and Safeguards.
Dotcho has extensive experience working in Eastern Europe on social analysis assignments for the UN, an array of international agencies and government agencies. He has particularly strong skills related to quantitative social surveys and analysis, using computerized tools such as SPSS. Other special areas of expertise include:
· Development research (surveys manager, analytical reports and statistical processing);
· Evaluation studies;
· Good local governance (citizen participation, community development, decentralization, communication strategies);
· Social inclusion, minority and marginalized groups;
· Rural development (Quality of life and diversification; LEADER);
· Health safety and social inclusion (family models, demography, ethnic relationships, health policies); and
· Statistical processing, including multidimensional statistics.
With his strong credentials, and able to work in English, Russian, Macedonian and Bulgarian, Dotcho is well-suited to manage Blackstone’s assignments in Eastern Europe and Central Asia.
MICHEL FILION, TRAINER, COACH AND FACILITATOR IN MANAGEMENT
- Situation analysis;
- Socio-economic impact assessment;
- Qualitative and quantitative research (i.e., focus groups and workshops; key informant interviews; case studies; surveys; SPSS);
- Institutional and capacity analyses;
- Needs assessments and consensus-building;
- Asset-based analysis to develop sustainable livelihood solutions;
- Consultation and stakeholder development;
- Post-conflict analysis;
- Economic development and community-based/local initiatives programmes;
- Indigenous peoples and minorities research;
- Monitoring and evaluation.
Intensive Stakeholder Engagement is incorporated into most assignments we undertake. Meaningful engagement is crucial in order to ensure that:
- Key stakeholders’ interests and concerns, particularly those who are most vulnerable, are understood and integrated into decision-making;
- Decisions are based on an accurate understanding of baseline conditions;
- Costly delays and disruptions of projects arising from stakeholder dissatisfaction are avoided.
SE need not be expensive or time-consuming. Our Stakeholder Engagement & Social Assessment methodology utilizes a highly specialized rapid appraisal approach developed over many years to capture vital socio-economic conditions, issues, complexities and opportunities in a cost and time effective way.
We combine several investigative tools and methods, as appropriate, combining both qualitative and quantitative approaches to provide triangulation. These include, among others:
- Secondary source materials analysis;
- Identification of “lessons learned” from other organizations/jurisdictions;
- Stakeholder mapping;
- Institutional (organizational) analysis;
- Key informant interviews across many sectors;
- Focus groups;
- Case studies;
- Workshops and seminars;
- Targeted quantitative surveys;
- Human resource capacity evaluations;
- Monitoring and evaluation.
Our Stakeholder Engagement and Social Assessment assignments have had direct, demonstrable positive impacts on the success of our clients’ programs and projects.
World Bank (2013): Evaluation of IBRD Safeguard Policies. An assignment to assess stakeholder perceptions of application of the safeguard policies for a range of Bank projects in different sectors in Kenya, Tanzania, Philippines, Bolivia, Columbia.
International Finance Corporation (IFC) (2010): Evaluation of IFC’s Performance Standards for Sustainability and Private Sector Project Reviews in Nine Countries – A major IFC initiative to carry out an evaluation of the agency’s sustainability performance standards as they have been applied to date by private sector companies in India, Indonesia, Guatemala, Turkey, Senegal, Uganda, China, Peru and Nicaragua, and analysis of the impacts of projects on local populations. The research encompassed many sectors including: mining; hydroelectric power; agricultural production; mass transit; agro-chemicals; oil and gas; etc.. Blackstone’s work included an intensive qualitative research programme involving literature reviews, key informant interviews, focus groups with local stakeholders and case studies. The project results were very well received by IFC;
Integrated Community Sustainability Planning – Development of a Guide, Case Studies and Training to Assist Ontario Municipalities to Prepare ICSPs: Project undertaken for the Association of Municipalities of Ontario (AMO) to prepare a detailed toolkit that can assist municipalities to determine their sustainability planning needs and develop ICSPs that will move them forward along a path to greater economic, environmental and social sustainability;
Azerbaijan: Design of Grant Programme for War-Affected Youth (World Bank) Project to design grant facility for youths affected by the Armenia-Azerbaijan war, including recreational and cultural facilities in the New Settlements, vocational training/apprenticeships, and cooperative ventures for schools.
Azerbaijan: Social Infrastructure for Internally Displaced Peoples (IDPs) in Urban Areas (ADB) Blackstone led this major project designed to assess the needs of the one million persons displaced as a result of the Armenia-Azerbaijan war and prepare a $10 million loan to develop social infrastructure for these vulnerable populations. The project involved a poverty assessment, participatory needs assessment process, resettlement of IDPs from several school facilities, development of new housing, preparation of an Local Initiatives Facility for community-based grant applications, and capacity-building for municipal government agencies and local groups;
Serbia: Social and Poverty Assessment for Irrigation and Drainage Rehabilitation Project (World Bank and CIDA): Project to assess socio-economic implications of major drainage and irrigation rehabilitation works in Serbia and establish capacity building programme;
Social Assessment for Serbia Property Rights/Cadastre Project, World Bank: An assessment of the potential impact of the Bank’s cadastre project on women and on minorities (Internally displaced persons – IDPs from Kosovo; refugees from Bosnia and Croatia; Roma; ethnic Albanians, Slovaks, Hungarians, etc.);
Social Assessment: Bulgaria Farm Restructuring, World Bank: A social assessment of the effects of farm restructuring since the end of the Soviet Union, on rural populations.
Social Assessment: Moldova Property Rights Reform, World Bank: A project to assess the extent to which the WB’s project to register urban and rural, residential and commercial properties has produced the originally intended benefits, whether it has created “winners” and “losers”, and how the WB can continue its support of property rights reform in a Phase II of its Cadastre project.
Social Assessment: Bosnia & Herzegovina Road Safety & Management Programme, World Bank: This SA was well received and its main recommendations are being implemented, including measures to reduce accidents, and adoption of a Protocol for Professional Conduct, addressing transparency and corruption issues within government institutions.
Social Assessment related to Protection of Croatia’s Parks (World Bank): The Bank was assisting the country to protect the important karst formations which are within a system of national parks. After ten years of political turmoil and war, the aim of this project was to document “who is doing what” around and within the parks. In the absence of census data, this difficult project involved extensive consultation with Croats, Serbs, with villagers, government and industry representatives. The report was very well received.
Solid Waste Management Solutions for an Area of Patagonia, Argentina: Project to determine solutions to the socio-economic problems related to waste handling and disposal, and to the issue of “pickers” or “basureros”. Institutional development, environmental education and awareness building programmes were among the key tasks.
Social Impact Assessment (SIA) for a Power Plant and Transmission Corridor: Ecuador (private sector) Responsible for supervising the SIA for a 250 km transmission corridor from the Amazon region to Quito.
Social Impact Assessment, Riberalta, Bolivia (CIDA): The goal was to identify impacts, particularly on women, of a proposed thermal power plant, in this northern part of Bolivia. Child labour issues were also considered.
Institutional Roles and Responsibilities for Privatization of Public Utilities, The Bahamas (IADB) Purpose was to recommend policy and legal/regulatory initiatives that should be undertaken by the GoTB to ensure that privatization of telecommunications, SWM, water and sewer and electricity utilities will not result in adverse environmental impacts.
Socio-economic Impact Assessment, Nankumba Peninsula Development Project, Malawi (CIDA) Assessment of socio-economic and women-in-development issues associated with multi-component development plans for the Nankumba Peninsula and Lake Malawi National Park;
Urban Environmental Management Programmes for the City of Kampala and the City of Jinja, Uganda Responsible for the environmental programming tasks being carried out as part of the Strategic Urban Development Plans for Kampala (for the World Bank) and Jinja (for CIDA), which form part of Uganda’s First Urban Project. The overall projects involve the preparation of Structure Plans for the sustainable development of the two cities to the year 2000, and the preparation of a series of Action Programmes and budgets for specific environmental management initiatives, in tandem with the other sectors under study.
Conserver Values and Practices Study, Ontario Ministry of Environment and Energy , Major research assignment to examine attitudes, values and practices associated with conserverism and consumerism, and assess how MOEE might evaluate its programming/policy in light of these issues to promote the concept of a “conserver society” in the province.
Waste Management Practices in the Workplace, Ontario Ministry of Environment and Energy Study to assess how business and institutions are dealing with solid waste management issues;
Assessment of Social/Behavioural Aspects of “3Rs”: Retained by coalition of intervenor communities to assess social assessment work carried out on behalf of the Ontario Interim Waste Authority with respect to reduction-reuse-recycling initiatives as a viable option to landfill in Ontario.
Socio Economic Assessment and Public Consultation Programming, Nanisivik Arctic Station Initial Environmental Evaluation Project, Baffin Island, Nunavut, Canada Responsible for public consultation programme, tourism and socio economic impact assessment associated with the proposed DND Military Training Centre at the northern end of Baffin Island. Tasks included: door to door surveys and a series of meetings with the Inuit communities at Arctic Bay and Pond Inlet;
Analysis of Agenda 21 and Circumpolar Sustainability Report, for the INUIT CIRCUMPOLAR CONFERENCE Two projects including an assessment of 40 chapters of UNCED Agenda 21 report, to determine relevance and applicability for the Inuit peoples of Canada, Greenland and Russia, and its pertinence for circumpolar sustainability; report on ICC and other activities in the Arctic related to sustainable development.
Canadian Council of Ministers of the Environment (CCME) National Task Force on Waste Reduction National Packaging Protocol Senior member of a multi disciplinary group commissioned by Environment Canada and CCME to develop National Packaging Protocol which will, when ratified, provide a “blue print” for reducing packaging waste in Canada by 50% by the year 2000. Specific responsibilities included consultation with governmental, packaging industry and other “stakeholders” in the waste reduction effort, and assessment of consumer attitudes and trends related to packaging waste issues.
Caribbean Regional Environmental Programming Strategy This project was undertaken on behalf of CIDA to prepare a strategy to address the environmental issues confronting 13 Commonwealth Caribbean countries as well as Belize and Guyana. Ms. Davidson’s main role included field research in Barbados, Dominica, Anguilla, Antigua, Montserrat and Belize, and specific project components related to human resource development, heritage resource assessment, women in development and land use planning. Issues addressed during the project include solid and liquid waste disposal, urbanization and land management problems, wildlife to its participation in tourism assignments;
“Conserver Values Study” and “Conserver Values in the Workplace” (Ontario Ministry of Environment) MOE engaged Blackstone to undertake two major research projects to evaluate conserver and consumer values, attitudes and behaviours, in the context of current and possible future government initiatives leading towards greater sustainability.
- World Bank (IBRD);
- Inter-American Development Bank (IADB);
- National, regional & municipal government;
- First Nations;
- Non-governmental and community-based organizations.
Blackstone has extensive global experience in responsible tourism planning spanning over twenty-five countries on five continents around the world. Our services cover the following areas:
- National , regional and municipal market-driven strategies;
- Destination management plans;
- Due diligence and corporate responsibility analyses;;
- Primary market research & surveys;
- Demand forecasting;
- Market & financial feasibility analyses;
- Value chain and economic impact analyses;
- Product planning & development;;
- Legislation and policy development;
- Specialized areas of focus for:
- Community-based tourism;
- Cultural and heritage-based tourism.
Strategic and Master Planning: Successful tourism industries grow from well thought out and responsive strategies and plans. We work closely with our clients to determine what their needs are, what decisions they need to make to ensure success, what information they need, and how they can achieve their goals.