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Thursday, June 4, 2026

Zero Club – Synthesis


The Zero Club  ·  Cross-Sector Synthesis  ·  MDB Reform Platform

43 Zero Club Countries in Sub-Saharan Africa: 14 Global Practices, 419 Projects, $34.5 Billion, Zero Satisfactory

Bottom Line

The Zero Club methodology — countries with two or more IEG-evaluated projects and zero percent Satisfactory in a Global Practice — was applied identically across all 14 GPs in Sub-Saharan Africa. The result: 43 countries appear in at least one Zero Club. Every major sector. Every delivery instrument. 419 projects totalling $34.5 billion — one-fifth of all Africa commitment — committed to country-sector combinations where the Bank has never achieved Satisfactory. DRC appears in nine Zero Club lists simultaneously. The pattern is not about any single GP, instrument, or design approach. It is about the interaction between institutional environment and project design.

43countries in at least one Zero Club. ~85% of Sub-Saharan Africa.
419projects. 313 IPFs ($23.7bn). 104 DPFs ($10.8bn). Every instrument tried. Same result.
$34.5bncommitted to Zero Club country-sector combinations. One-fifth of all Africa commitment.
14Global Practices. Every major sector the Bank operates in Africa.
📄
Full Paper — 14 Pages (PDF)
All 14 GPs. GP-by-GP Zero Club table. 15-country core. DRC definitive case. Instrument analysis. Robustness test (≥2/3/5/10 thresholds). Escape evidence. QAE bridge.

↓  Download Full Paper (PDF)

The Zero Club by Global Practice

Every major GP operating in Sub-Saharan Africa has a Zero Club. The table below shows the size of each:

Global PracticeZC CountriesZC ProjectsCommitted
Health, Nutrition & Population1455$3.0bn
Finance, Competitiveness & Innovation1455$1.7bn
Macroeconomics, Trade & Investment1397$10.4bn
Education1033$2.5bn
Energy & Extractives1036$11.4bn
Governance927$0.5bn
Transport719$1.65bn
Urban, Resilience & Land827$1.1bn
Environment & Blue Economy830$0.6bn
Agriculture & Food414$0.9bn
Water36$0.2bn
Social Protection & Jobs38$0.2bn
Social Sustainability24$0.2bn
Poverty & Equity24$0.1bn

Health and FCI have the widest reach — 14 countries each at zero Satisfactory. MTI has the deepest — 97 projects, $10.4 billion committed, across 13 countries. Energy has the highest commitment concentration — $11.4 billion, driven by South Africa’s Eskom ($9.9bn). Excluding South Africa, Energy’s commitment-weighted S+ rate rises from 15.7% to 26.1% — close to its count-weighted 27.6%.

THE GP FINDING: No GP is immune. Every major sector the Bank operates in Africa — from Health to MTI to Transport to Education to Energy — has countries where it has never achieved Satisfactory despite repeated lending. The pattern cannot be attributed to any single GP’s methodology.

The Instruments

IPF — 313 Projects, $23.7bn

Investment Project Financing. The Bank’s standard delivery instrument. Roads, schools, clinics, power plants. 75% of all Zero Club projects. The instrument designed for implementation in difficult environments — delivering zero Satisfactory across 43 countries.

DPF — 104 Projects, $10.8bn

Development Policy Financing. Budget support tied to policy and institutional reform. 25% of all Zero Club projects. The MTI Zero Club ($10.4bn) is overwhelmingly DPF. The instrument designed for policy leverage — producing the same result as IPF in the same countries.

Two instruments. Opposite design philosophies. IPFs build things. DPFs change policies. In the Zero Club countries, neither reaches Satisfactory. The failure is not in the instrument. It is in the match between instrument ambition and institutional capacity.

THE INSTRUMENT FINDING: IPFs and DPFs together account for all 419 Zero Club projects. No PforR (Program-for-Results) project appears in the Zero Club — though PforR’s Africa portfolio is still small enough that this may reflect sample size rather than instrument superiority. What the data shows: switching instruments does not solve the problem. DRC has IPFs and DPFs across nine sectors. Both produce the same modal outcome: Moderately Satisfactory.

The IDA Concentration

The Zero Club is overwhelmingly an IDA problem. Of the 417 Zero Club projects, 393 — 94 percent — are financed by IDA credits or grants. By commitment, $27.9 billion of the $34.5 billion total (81 percent) comes from IDA. The remaining $6.6 billion in IBRD is almost entirely South Africa (Eskom). Strip out Eskom and the Zero Club is effectively 100 percent IDA.

SourceCommitmentShare
IDA credits$17.7bn51%
IDA grants$10.2bn30%
IBRD loans$6.6bn19%Almost entirely South Africa
THE IDA FINDING: The concessional window — designed for the poorest and most institutionally constrained countries — accounts for 81% of all Zero Club commitment. The companion paper, Quality at Entry in IDA, examines whether IDA’s project preparation and quality assurance processes adapt design ambition to the institutional capacity of the environments where four-fifths of this lending goes.

DRC: The Definitive Case

9 Sectors at Zero

MTI ($1,670M), Health ($982M), Transport ($948M), Education ($550M), Energy ($339M), Agriculture ($230M), Social ($122M), SPJ ($112M), Poverty ($57M). 30 projects. $5.0 billion. Every GP. Every instrument.

What It Means

When the same country fails across nine different sectors, the explanation cannot be sector methodology, staff quality, or instrument choice. The evidence is most consistent with institutional capacity defining the operating constraints within which projects must succeed or fail.

The 15-Country Core

Fifteen countries appear in three or more Zero Club lists:

Country# Zero ClubsCommitted
DRC9$5.0bn
Congo-Brazzaville6$636M
CAR6$437M
Sierra Leone5$597M
Burundi5$431M
Lesotho5$390M
Niger4$1.96bn
Guinea4$720M
Mali4$683M
Cameroon4$420M
Madagascar3$1.24bn
Kenya3$1.23bn
South Sudan3$198M
Guinea-Bissau3$164M
Comoros3$54M

The Robustness Test

Minimum Project ThresholdCountries in ≥1 Zero ClubCountry-GP Pairs
≥2 projects (baseline)43108
≥3 projects3566
≥5 projects2229
≥10 projects55

At five or more projects — a demanding standard — 22 countries still have at least one GP at zero Satisfactory. The finding is not an artefact of small-sample volatility.

The Escape Evidence

CountryWhere It EscapesWhere It Doesn’tWhat Explains the Difference
Rwanda94% Transport, 96% Energy, 75% EducationState discipline. Imihigo contracts. Governance before financing.
Niger100% Water0% MTI ($1.65bn)Water: focused infrastructure. MTI: broad DPF conditionality. Same country.
Cameroon80% Transport0% Health, 0% EducationRoads Fund provides single-institution discipline. Health/Education need cross-ministry coordination.
Somalia89% MTIExternal implementation. UN/NGO delivery. Bounded objectives.

The escape conditions are consistent: focused objectives, accountability at the delivery level, design matched to demonstrated capacity.

“The findings raise a further question: if institutional capacity is a major constraint, how effectively does the Bank adapt project design to that reality? The companion paper, Quality at Entry in IDA, examines the principal variable under the Bank’s control — the quality of project design at approval.”

The Case Study Series

#CaseCommitmentS+ RateStatus
1Nigeria Water$1.8bn0.4%Published
2Angola DPF$2.2bn0%Published
3South Africa Energy (Eskom)$9.13bnPublished
4Ghana FCI~$500M0%Published
5DRC Portfolio$6.7bn6.1%Published
6DRC Inga$107M+Published
7Somalia~$900M89%Published
8Rwanda$4.6bn68.5%Published
9The Zero Club — MTI in Africa$10.4bn0%Published
10The Zero Club — Health in Africa$3.0bn0%Published
11The Zero Club — Transport in Africa$1.65bn0%Published
12The Zero Club — Education in Africa$2.5bn0%Published
13Cross-Sector Synthesis$34.5bn0%This paper
The Bottom Line

14 Global Practices. 43 countries. 419 projects. $34.5 billion. Two instruments — IPF and DPF — opposite design philosophies, same result. The failure is not in the sector, the instrument, the staff, or the design team. The evidence is most consistent with the interaction between institutional capacity and project design defining outcomes. The question is no longer analytical. It is institutional.

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