Cold Chain for Ocean Communities - Revision history

Mengly Morn: /* Project Viability Checklist */

2026-07-16T03:15:20Z

Project Viability Checklist

Mengly Morn at 03:07, 16 July 2026

2026-07-16T03:07:39Z

Mengly Morn: /* Further Reading */

2026-07-15T09:00:13Z

Mengly Morn: /* Results Framework */

2026-07-15T08:59:25Z

Results Framework

Zoe Friese: Updating companion tools and descriptions. I've also lowered case 'playbook' align with changes we are making to the actual playbook!

2026-07-15T08:02:27Z

Updating companion tools and descriptions. I've also lowered case 'playbook' align with changes we are making to the actual playbook!

Show changes

Zoe Friese: /* Module 3. Procurement and implementation guidance */

2026-07-06T03:47:31Z

Module 3. Procurement and implementation guidance

Zoe Friese: /* Module 2. Intervention design */

2026-07-06T03:47:06Z

Module 2. Intervention design

Zoe Friese: /* Who this is for */

2026-07-06T03:46:40Z

Who this is for

Zoe Friese: Adding images, removing "visual placeholders" text

2026-07-06T03:45:16Z

Adding images, removing "visual placeholders" text

Lisafeldmann at 09:38, 22 June 2026

2026-06-22T09:38:23Z

@@ Line 1,147: / Line 1,147: @@
 The Project Viability Checklist is a rapid assessment template that screens site suitability before further resources are committed. It structures the Module 1 diagnostic into a one-page worksheet covering supply sufficiency, market accessibility, and utility reliability. The developer uses the checklist as a gate on whether to advance from site screening to intervention design. It supports Chapter 1, Chapter 2, and Chapter 3.
-https://energypedia.info/images/d/da/260206_SWIO_Cold_Chain_Playbook_-_Project_Viability_Checklist_vShare.xlsx
+[[:File:260206 SWIO Cold Chain Playbook - Project Viability Checklist vShare.xlsx|File:260206 SWIO Cold Chain Playbook - Project Viability Checklist vShare.xlsx]]
 ===='''Template Financial Project Tool'''====
@@ Line 1,164: / Line 1,164: @@
 The SWIO Procurement List is a reference list of qualified cold chain equipment suppliers with operating experience in the Southwest Indian Ocean region. It supports supplier identification and pre-qualification during the procurement approach selection step in Chapter 7.
-https://energypedia.info/images/d/d7/260206_SWIO_Cold_Chain_Playbook_-_Supplier_List_vShare.xlsx
+[[:File:260206 SWIO Cold Chain Playbook - Supplier List vShare.xlsx|File:260206 SWIO Cold Chain Playbook - Supplier List vShare.xlsx]]
 ===='''Other Appendices and Tools'''====

@@ Line 1,146: / Line 1,146: @@
 ===='''Project Viability Checklist'''====
 The Project Viability Checklist is a rapid assessment template that screens site suitability before further resources are committed. It structures the Module 1 diagnostic into a one-page worksheet covering supply sufficiency, market accessibility, and utility reliability. The developer uses the checklist as a gate on whether to advance from site screening to intervention design. It supports Chapter 1, Chapter 2, and Chapter 3.
 ===='''Template Financial Project Tool'''====
@@ Line 1,156: / Line 1,158: @@
 ==== '''Results Framework''' ====
 The illustrative Results Framework is a practical tool designed to help cold chain project developers monitor and communicate their impact across economic, social, and environmental dimensions. It is intentionally simplified to support early-stage projects and community-led initiatives, while remaining adaptable to more complex deployments. Indicators are grouped into three categories: economic, social and environmental.
 ===='''Technology Supplier List'''====
 The SWIO Procurement List is a reference list of qualified cold chain equipment suppliers with operating experience in the Southwest Indian Ocean region. It supports supplier identification and pre-qualification during the procurement approach selection step in Chapter 7.
 ===='''Other Appendices and Tools'''====
-The file below provides a more in-depth description of the resources above and how to use them. It also includes the Procurement Specifications Template – a sample specification document that developers can adapt when tendering for cold chain equipment – and eight brief case studies from cold chain projects in the SWIO regon.
+The file below provides a more in-depth description of the resources above and how to use them. It also includes the Procurement Specifications Template – a sample specification document that developers can adapt when tendering for cold chain equipment – and eight brief case studies from cold chain projects in the SWIO region.
-== '''Further Reading''' ==
+=='''Further Reading'''==
-* [https://www.worldwildlife.org/publications/wwf-summary-report-scaling-up-cold-chain-solutions-in-the-southwest-indian-ocean/ WWF Summary Report: Scaling Up Cold-Chain Solutions in the Southwest Indian Ocean] This report presents the findings of research conducted by WWF and Open Capital Advisors for scaling cold-chain solutions across the Southwest Indian Ocean region. It has been published in 2023.
+*[https://www.worldwildlife.org/publications/wwf-summary-report-scaling-up-cold-chain-solutions-in-the-southwest-indian-ocean/ WWF Summary Report: Scaling Up Cold-Chain Solutions in the Southwest Indian Ocean] This report presents the findings of research conducted by WWF and Open Capital Advisors for scaling cold-chain solutions across the Southwest Indian Ocean region. It has been published in 2023.
-== '''References''' ==
+=='''References'''==
-* WWF, Open Capital Advisors: Cold Chain for Ocean Communities: A Playbook for Project Developers and Investors. The report will be published later in 2026.
+*WWF, Open Capital Advisors: Cold Chain for Ocean Communities: A Playbook for Project Developers and Investors. The report will be published later in 2026.
 [[Category:Productive Use]]

@@ Line 1,163: / Line 1,163: @@
 The file below provides a more in-depth description of the resources above and how to use them. It also includes the Procurement Specifications Template – a sample specification document that developers can adapt when tendering for cold chain equipment – and eight brief case studies from cold chain projects in the SWIO regon.
-== Further Reading ==
+== '''Further Reading''' ==
 * [https://www.worldwildlife.org/publications/wwf-summary-report-scaling-up-cold-chain-solutions-in-the-southwest-indian-ocean/ WWF Summary Report: Scaling Up Cold-Chain Solutions in the Southwest Indian Ocean] This report presents the findings of research conducted by WWF and Open Capital Advisors for scaling cold-chain solutions across the Southwest Indian Ocean region. It has been published in 2023.
-== References ==
+== '''References''' ==
 * WWF, Open Capital Advisors: Cold Chain for Ocean Communities: A Playbook for Project Developers and Investors. The report will be published later in 2026.

@@ Line 1,154: / Line 1,154: @@
 [[:File:260512 SWIO Cold chain Playbook - Projection Model (Advanced).xlsx|File:260512 SWIO Cold chain Playbook - Projection Model (Advanced).xlsx]]
-==== Results Framework ====
+==== '''Results Framework''' ====
 The illustrative Results Framework is a practical tool designed to help cold chain project developers monitor and communicate their impact across economic, social, and environmental dimensions. It is intentionally simplified to support early-stage projects and community-led initiatives, while remaining adaptable to more complex deployments. Indicators are grouped into three categories: economic, social and environmental.

@@ Line 762: / Line 762: @@
 =='''Module 3. Procurement and implementation guidance'''==
 [[File:G3 2142 Kenneth Nyambu(right) lead technician at the Takaungu Solar Ice plant trains attendant Said Mkali on the machine operations manual on 30th June 2025 United Pictures Ltd & WWF Kenya.jpg|frameless|800x800px]]
 ''Technician training an attendant at a solar ice plant in Kenya, © United Pictures Ltd / WWF-Kenya''

@@ Line 305: / Line 305: @@
 =='''Module 2. Intervention design'''==
 [[File:G3 1210 Tima Ali, Fish dealer in Kiwayu Lamu checking on her fish in the coolers, captured on 27th June 2025 in Kiwayu Island, Lamu County credits United Pictures Ltd & WWF Kenya.jpg|frameless|800x800px]]
 ''A fish dealer on Kiwayu Island, Kenya, © United Pictures Ltd / WWF-Kenya''

@@ Line 16: / Line 16: @@
 The primary audience are entrepreneurs and development agencies. The guidance is equally relevant to banks and investors, government institutions, NGOs, cooperatives, beach management units, research organizations, and technology providers. The Playbook focuses on small-to-medium scale community fishery projects centered on captured fisheries. Many approaches apply equally to aquaculture investments.
 {| class="wikitable"
-|'''Structure of the Playbook'''<br />
+|'''Structure of the Playbook'''
 The Playbook is organized into three modules covering eight chapters that follow the project lifecycle from site selection through intervention design to procurement and impact measurement. Most chapters are interconnected. Decisions in one chapter will reshape assumptions in others, particularly across the three chapters of Module 2 where technology, governance, and finance must be aligned.
 '''Module 1. Viability of the geographic location'''
@@ Line 53: / Line 51: @@
 =='''Module 1. Viability of the geographic location'''==
 [[File:© Egno Ndunguru - WWF Tanzania.jpg|frameless|800x800px]]
 ''A fishing community in Tanzania, © Egno Ndunguru / WWF-Tanzania''

@@ Line 1: / Line 1: @@
 =='''Overview'''==
@@ Line 17: / Line 16: @@
 The primary audience are entrepreneurs and development agencies. The guidance is equally relevant to banks and investors, government institutions, NGOs, cooperatives, beach management units, research organizations, and technology providers. The Playbook focuses on small-to-medium scale community fishery projects centered on captured fisheries. Many approaches apply equally to aquaculture investments.
 {| class="wikitable"
-|<u>'''VISUAL PLACEHOLDER:'''</u> '''Structure of the Playbook'''
+|'''Structure of the Playbook'''<br />
+The Playbook is organized into three modules covering eight chapters that follow the project lifecycle from site selection through intervention design to procurement and impact measurement. Most chapters are interconnected. Decisions in one chapter will reshape assumptions in others, particularly across the three chapters of Module 2 where technology, governance, and finance must be aligned.
@@ Line 46: / Line 44: @@
 ===='''Companion tools'''====
-*'''Cold Chain for Ocean Communities Playbook.''' The full Playbook as PDF
+*'''Cold Chain for Ocean Communities Playbook.''' The full Playbook as PDF (coming soon).
 *'''Project Viability Checklist.''' A one-page diagnostic for screening site suitability prior to further assessing the investment opportunity
 *'''Template Financial Projection Tool.''' A simple Excel model to support in projecting future revenues and costs, to assess financial project viability and plan cashflows
 *'''Procurement Specifications Template.''' An adaptable specification document for tendering cold chain equipment
 *'''SWIO Procurement List.''' An illustrative reference list of qualified cold chain equipment suppliers operating in the region
 =='''Module 1. Viability of the geographic location'''==
 ==='''Module 1 overview'''===
 Site viability rests on three foundational prerequisites, namely sufficient and sustainable fish supply, accessible market demand, and reliable energy and water infrastructure. These are interdependent, and weaknesses in any of them will compromise the viability of the entire investment.
 {| class="wikitable"
-|'''<u>VISUAL PLACEHOLDER SHOWING MODULE OVERVIEW:</u>'''
+|'''<u>Key learning outcomes</u>'''
 By the end of Module 1, the reader should be able to answer a single, critical question: Can the proposed site sustain commercially viable cold chain operations? The three chapters below structure this assessment. If a site fails any of the three tests, it is not suitable for cold chain investment, or only viable if specific mitigation measures are identified and agreed in advance.
@@ Line 306: / Line 305: @@
 =='''Module 2. Intervention design'''==
 ==='''Module 2 overview'''===
 With site viability confirmed, the developer designs the intervention. Three decisions move together. The technology must fit the fish, the market, and the site. The ownership and operating model must align stakeholder incentives and survive the institutional realities of the local context. The financial structure must show that the project covers its costs and sustains itself across cycles. The three chapters of this module are tightly interconnected. A change in one will rebound on the others.
 {| class="wikitable"
-|'''<u>VISUAL PLACEHOLDER FOR MODULE OVERVIEW:</u>'''
+|'''Key learning outcomes'''<br />By the end of Module 2, the developer will have a coherent intervention design. The proposed technology, the institutional vehicle, and the financial model fit together and fit the site. They are jointly defensible to investors, partners, and the community. Where any leg is weak, the design returns for revision before procurement begins.
 '''Chapter 4. Selecting the right cold chain technology'''
@@ Line 767: / Line 761: @@
 =='''Module 3. Procurement and implementation guidance'''==
 ==='''Module 3 overview'''===
 With site viability confirmed and the intervention designed, the developer executes. The technology must be procured well, installed correctly, and maintained consistently across its operational life. The impact must be measured rigorously and communicated credibly. Module 3 covers both.
 {| class="wikitable"
-|'''<u>VISUAL PLACEHOLDER FOR    MODULE OVERVIEW:</u>'''
+|'''Key learning outcomes'''
-'''Key learning outcomes'''
+'''Chapter 7: Procurement, installation, and ongoing maintenance'''
-By the end of Module 3,    the developer will have procured the right equipment from a credible    supplier, established an installation and maintenance regime that protects    the asset, and built a monitoring, evaluation, and learning system that    produces evidence funders and communities can trust.
+'''Chapter 8: Measuring and communicating impact'''
-'''Chapter    7: Procurement, installation, and ongoing maintenance'''
+Designs the MEL framework, captures operational data, and translates results into evidence for funders, partners, and communities.
-Develops procurement    specifications, selects suppliers, oversees installation, and establishes    the maintenance regime that keeps the system running.
+'''Tools used in this module'''
-*'''Procurement    Specifications Template.''' Adaptable Word template    for tendering cold chain equipment. Supports Chapter 7.
+*'''Procurement Specifications Template.''' Adaptable Word template for tendering cold chain equipment. Supports Chapter 7.
-*'''SWIO Procurement List.''' Reference    list of qualified suppliers in the region. Supports Chapter 7.
+*'''SWIO Procurement List.''' Reference list of qualified suppliers in the region. Supports Chapter 7.
 |}
@@ Line 1,148: / Line 1,140: @@
 ===='''Cold chains for Ocean Communities Playbook'''====
-The full Playbook is the source document for this online version and remains the authoritative reference. It contains the detailed guidance summarized across the modules, including all 32 tables, footnoted citations, and case examples. Readers will download the Playbook whenever an online page is the starting point rather than the complete answer.
+The full Playbook (coming soon) is the source document for this online version and remains the authoritative reference. It contains the detailed guidance summarized across the modules, including all 32 tables, footnoted citations, and case examples. Readers will download the Playbook whenever an online page is the starting point rather than the complete answer.
 ===='''Project Viability Checklist'''====

@@ Line 7: / Line 7: @@
 The Playbook provides a practical and comprehensive guide for designing, financing and operating cold chain solutions to help projects be commercially viable and sustainable. It emphasizes that cold chain projects need to be founded in both the local context but also the full fishery ecosystem, from resource availability and climate resilience to global market dynamics, (community) governance and long-term operational capacity.
-The full Cold Chains for Ocean Communities Playbook is published by WWF and is available on the WWF website as well as a downloadable PDF attached below. The pages that follow present a structured summary of the Playbook for broader sharing on Energypedia, designed as a useful resource for project developers, investors, and partners working on fishery cold chain investments in the Southwest Indian Ocean region.
+The full Cold Chains for Ocean Communities Playbook will be published by WWF later this year and be available on the WWF website as well as a downloadable PDF attached below under References.
 ===='''Why this Playbook'''====
@@ Line 1,162: / Line 1,164: @@
 ===='''SWIO Procurement List'''====
 The SWIO Procurement List is a reference list of qualified cold chain equipment suppliers with operating experience in the Southwest Indian Ocean region. It supports supplier identification and pre-qualification during the procurement approach selection step in Chapter 7.
 [[Category:Productive Use]]
 [[Category:Cold Storage]]