Manuals & Methodologies

Step-by-step guidance and proven frameworks from IW projects.

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Manual Pinned

GEF IW:LEARN Welcome Guide

This welcome guide serves as your introduction to GEF IW:LEARN and highlight the range of services available to support GEF IW projects. It outlines the IW:LEARN's mission, vision and main lines of service. It also explains how to actively engage with IW:LEARN, contribute to knowledge exchange, and replicate successful approaches across the portfolio and beyond.
Guidance

Experience Note - Guidance

An Experience Note is a case study of a given project experience or innovation. Experiences include successful practices, approaches, strategies, lessons, and methodologies, that emerge in the context of transboundary water management (TWM). It includes a brief project description, the issue faced, a description of how it was addressed (including challenges faced), the results of the intervention, how the intervention can be replicated by other projects and finally what is significant about it.

Guidance

How to Integrate Gender Equality, Women’s Empowerment and Inclusion in GEF IW Projects

This publication provides practical guidance to support project teams in translating GEF gender policy into impactful action. Building on WWAP’s expertise in developing methodologies and tools for integrating gender equality into water management and policy, and drawing on analysis of GEF IW projects, stakeholder consultations and real-world case studies, this publication offers step-by-step guidance for integrating gender equality, women’s empowerment and inclusion throughout the project life cycle, from concept development and design to implementation, monitoring, and evaluation. By helping project teams address gender gaps and social inequalities, this guide supports more inclusive participation, stronger governance and more equitable benefit-sharing, contributing to more resilient ecosystems and communities.

How to Integrate Gender Equality, Women’s Empowerment and Inclusion in GEF IW Projects
Manual

GEF IW Project Manager's Manual

(2020 Edition) The Project Management Manual focuses on GEF IW specific project requirements. It covers key elements such as monitoring and evaluation (including the adaptation of log frames and reporting against indicators), mainstreaming climate and gender within projects, and ensuring adequate recording of co-finances. The manual does not deal with issues specific to individual Implementing or Executing Agencies, such as procurement or recruitment policies, but does provide links to Agency websites and encourages Project Managers to develop close working relationships with Agency staff.


Key resources

 

Guidance

Results Note - Guidance 2025

A GEF IW Results Note is a 1-2 page summary sheet of results from a GEF IW Project (at any given phase of the project). Results notes link closely to the GEF IW Tracking Tool, which remains the principle direct monitoring and evaluation tool for the GEF Secretariat to monitor project progress. The Results Notes provide an important basis for portfolio learning and preparing the International Waters Conferences (IWCs), the signature events for the IW portfolio.
Guidance

Twinning Exchange - Knowledge Management and Communication Checklist

Concise checklist for projects which have been selected to go on the Twinning Exchange Programme. Both compulsory and nice-to-have items are listed.

Manual

IW:LEARN Visual Identity Guidelines

This guideline is designed to help us present IW:LEARN with clarity, consistency, and confidence. It outlines how to use our logo, typography, and colors in a way that strengthens our identity across all platforms. By following these simple principles, we ensure a unified and approachable visual presence that supports our mission around the world.
Methodology

Methodological Approach for the establishment and sustaining of a Regional Dialogue and Community of Practice on Transboundary Water Resources Management

This document describes a Methodological Approach (MA) for the establishment and sustaining of a Regional Dialogue and Community of Practice on TWRM, and informal and formal cooperation on the basin level. The document aims to present process and experiences, linkages with the theory at hand and partners involved and to analyse if the experience from of conducting a successful process in SEE and other regions provides the basis for a replicable “Regional Dialogue” model.

Manual

Strategy for Knowledge Management and Learning

The KM&L strategy is intended to guide and promote a more systematic approach to how the GEF harnesses its knowledge resources, establish an appropriate system to manage the resources, and facilitate learning across the partnership.
Guidance

GEF IW Public-Private Partnerships Guidebook

The Public-Private Partnerships Guidebook is a reference source and a guide for GEF IW projects. It contains information on the engaging the private sector both generally and in the context for a GEF IW project. This tool contains step by step guidance from the stage of determining whether and what kind of private sector relationship fits for the project to facilitating the conversations, and case studies of GEF IW projects experiences with engaging the private sector.

Manual

GEF IW Freshwater Climate Manual

GEF IW Freshwater Climate Manual assists GEF IW projects with climate change and variability during implementation. The manual explains how to mainstream climate concerns, identifies key information resources, and outlines necessary discussions for project inception, implementation, and closure. Rather than dictating specific actions, the guidance encourages consultation with regional experts and offers practical examples from the GEF IW Portfolio. The content focuses specifically on freshwater ecosystems (rivers, lakes, groundwaters, and wetlands), providing targeted, ecosystem-specific knowledge. GEF IW:LEARN continuously welcomes feedback on successful approaches.

For guidance regarding Large Marine Ecosystems and open oceans, please refer to the [GEF IW Marine Climate Manual].

Manual

GEF IW Marine Climate Manual

GEF IW Marine Climate Manual assists GEF IW projects with climate change and variability during implementation. The manual explains how to mainstream climate concerns, identifies key information resources, and outlines necessary discussions for project inception, implementation, and closure. Rather than dictating specific actions, the guidance encourages consultation with regional experts and offers practical examples from the GEF IW Portfolio. The content focuses specifically on marine environments (Large Marine Ecosystems and open oceans), providing targeted, ecosystem-specific knowledge. GEF IW:LEARN continuously welcomes feedback on successful approaches.

For guidance regarding rivers, lakes, groundwaters, and wetlands, please refer to the [GEF IW Freshwater Climate Manual].

Manual

Methodological Approach for the establishment and sustaining of a Regional Dialogue and Community of Practice on Transboundary Water Resources Management

This document describes a Methodological Approach (MA) for the establishment and sustaining of a Regional Dialogue and Community of Practice on TWRM, and informal and formal cooperation on the basin level. The document aims to present process and experiences, linkages with the theory at hand and partners involved and to analyse if the experience from of conducting a successful process in SEE and other regions provides the basis for a replicable “Regional Dialogue” model.
Methodology

TDA/SAP Methodology

(2020 Edition) The Transboundary Diagnostic Analysis/Strategic Action Programme (TDA/SAP) approach is a highly collaborative process that has proven to be a major strategic planning tool for GEF International Waters Projects over the last 26 years. The TDA/SAP approach was first presented as a guidance document, and was later accompanied by an associated online training course. In 2017, IW:LEARN updated the original guidance document incorporating links and brief summaries of other recent guidance material developed by GEF Projects including IW:LEARN and LME:LEARN. The document looks at the key steps recommended to enable all those involved in the development of the TDA/SAP (project staff, consultants, national experts, civil society, private sector, government representatives, etc.) to have an awareness of the process and the necessary requirements.

Manual

Data and Information Management Guidelines for GEF LME Projects

These guidelines present overall recommendations for GEF LME projects to consider to ensure a more integrated and comparable approach to data and information management across the IW LME portfolio. It also include tools and best practices from GEF LME projects and other international and regional organizations that can be applied and adapted within LME projects, and supports the implementation of the recommendations presented in the Data and Information Management Guidelines for GEF LME projects. (Version: 12 Dec 2019)
Manual

Identifying Common LME Indicators - Towards common reporting and comparability between LMEs

Given the common issues that the majority of the LME projects address and also the increasing need to align reporting between regions and the Sustainable Development Goals (SDGs), this presents an overview of current indicator systems and proposes a series of common indicators that can be considered by LMEs for future reporting of key targets and Strategic Action Programs (SAPs). (Version: 27 Nov 2019)
Manual

Data and Information from The GEF Large Marine Ecosystem Portfolio - Metadata catalogue of available GEF marine project data and information

This is a review and compilation of GEF LME project websites, tools and reports in relation to data and information management, as well as other key LME partners data and information websites. (Version: 27 Nov 2019)
Manual

CCRES Tools & Training Guide (including download links)

A guide to the innovative tools developed by CCRES for marine planning, analysing systems, sustaining business and promoting change.
Guideline

GEF Guidance Document for Economic Valuation in IW Projects

The Guidance Document to Economic Valuation is aimed at GEF International Waters project managers, economic experts and other stakeholders involved in GEF International Waters projects and more generally those interested in including the economic valuation of ecosystem services into Transboundary Diagnostic Analyses (TDA) and Strategic Action Programmes (SAP) and linked processes, such as policy and decision makers and environmental and development planners.

Manual

GEF LME:LEARN Marine Spatial Planning Toolkit (2018)

The MSP toolkit provides MSP practitioners with practical guidance, examples of tools and methods that are necessary for designing and carrying out the MSP process in an LME (Large Marine Ecosystems).