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Home > Dev Topics > Poverty & Social Impact Analysis > Tools and Methods

PSIA in the World Bank
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Impact analysis: social tools
Impact analysis: direct impact analysis
Impact analysis: behavioral models
Impact analysis: Partial equilibrium models
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Summary Sheets for all Tools & Methods from the Annex to the PSIA User's Guide
English [PDF 202Kb]
Russian [PDF 250Kb]
Spanish [PDF 207Kb]
French [PDF 212Kb]

Tools and Methods for PSIA

A variety of tools and techniques are available to carry out PSIA. These tools draw from both economic and social approaches. The choice of tools will depend on the reform being analyzed, the information available, and capacity constraints. Each tool can be used in the context of several types of reform. However, each reform will typically call for a specific mix of tools.

For the various tools and techniques, we typically present a summary description and additional material (software, applications etc.) where available. We will add more tools as they become available. Suggestions for additional tools are welcome at psia@worldbank.org.

Below is an index for the tools and techniques contained in this section. Some of the tools appear in more than one category where appropriate.
    Stakeholder analysis
    Institutional analysis
    • Public expenditure Tracking Survey (PETS)
    • Quantitative Service Delivery Survey (QSDS)
    Impact Analysis: Social Tools
    • Social impact analysis
    • Beneficiary assessment
    • Participatory poverty assessment
    • Social capital assessment tool (SOCAT)
    • Demand analysis: Consumer assessment
    • Participatory Public Expenditure Reviews (PPER)

    Direct Impact Analysis Tools:
    • Benefit incidence analysis (average and marginal)
    • Tax incidence analysis
    • Ex-post behavioral marginal incidence analysis of public spending and social programs
    • Poverty mapping
    • PETS
    • QSDS

    Impact Analysis: Behavioral Models
    • Ex-post behavioral marginal incidence analysis of public spending and social programs
    • Ex-ante behavioral marginal evaluation of policy reforms
    • Ex-post impact evaluation methods for assigned programs
    • Demand analysis: estimating demand functions
    • Supply analysis
    • Household models

    Impact Analysis: Partial Equilibrium Models
    • Multi-market models
    • Reduced-form estimation

    Impact Analysis: General Equilibrium Models
    • Social Accounting Matrices
    • Computable General Equilibrium (CGE) models
    • The 123PRSP model
    • Augmented CGE model with representative household approach
    • Integrated Macroeconomic Model for Poverty Analysis (IMMPA)

    Impact Analysis: Linking Microeconomic Distribution or Behavior to Macroeconomic Frameworks:
    • PovStat
    • SimSip Poverty
    • 123 PRSP
    • Poverty Analysis Macroeconomic Simulators (PAMS)
    • IMMPA
    • Augmented CGE model with representative household approach

    Assessing risks
    • Scenario analysis

    Monitoring and Evaluation:
    • PETS
    • QSDS
    • Citizen Report Card
    • Community Score Card
    • PPER

Some of the economic tools have been prepared by the Research Department of the World Bank and are presented in the "Toolkit for Evaluating the Poverty and Distributional Impact of Economic Policies". This Toolkit document can be downloaded below. Additionally, individual chapters from the Toolkit are presented within the categories in the left-hand navigation bar.

The Annex of the User's Guide to PSIA, which presents summary tables for 32 tools and techniques, is featured in multiple languages in the box to the right.

For more information on and summary sheets for each tool category, consult the relevant links to the left.

The Complete Toolkit prepared by DEC


Evaluating the Poverty and Distributional Impact of Economic Policies (Techniques and Tools) - Complete Publication link
Tools for Evaluating the Distributional Impact of Economic Policies - Presentation videos from PREM Week May 04
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