FINAL-GIM-Tool-Jan-19
FINAL-GIM-Tool-Jan-19
FINAL-GIM-Tool-Jan-19
impact assessment
and monitoring tool
Publication Data
This manual was developed by WECF and its partners of the WOMEN2030
programme with the assistance of very knowledgeable students and
volunteers. All figures and tables were developed by WECF, unless otherwise
mentioned. Photos are by Annabelle Avril and by WECF. Copying parts
of this publication is allowed on condition that the source is mentioned.
This publication has been produced with the assistance of the European
Union. The contents of this publication are the sole responsibility of
the Women2030 Project Partners and can in no way be taken to reflect
the views of the European Union.
www.wecf.org | www.women2030.org
WECF e.V.
Sankt-Jakobs-Platz 10
D - 80331 München
Phone: +49-89-23239380
implemented by
The gender
impact assessment
and monitoring tool
Women2030 is a programme implemented by a coalition
of five global women’s rights and gender equality net-
works working as part of the Women’s Major Group to
implement the Sustainable Development Goals (SDGs) in
a gender-equitable and climate-just way.
They are part of a five year partnership agreement with
the European Commission, called “Women CSOs
implementing SDGs Agenda2030” (short: Women2030).
The five groups are WECF International, Women Environ-
mental Programme, Global Forest Coalition, Gender and
Water Alliance, and Asia Pacific Forum on Women, Law
and Development. Together they represent over
200 organisations in 52 countries, as well as a network
of over 900 member oganisations in over 100 countries
Content
I Abbreviations 6
II Introduction 7
A. Target Audience 7
B. Aim and Use 8
A. Definition 9
B. The case for a gender assessment 11
IV Thematic Areas
(in connection with the SDGs) 12
E. Decision-making ability
1. SDG reference 20
2. Background 20
3. Questions and data to collect 21
4. Method 21
4
Content
D. Lessons Drawing 36
VI Gender-Sensitive Monitoring 37
A. Introduction
1. Target audience 37
2. Use and benefits 37
3. How to use the MAT 38
B. Methodology
1. Monitoring progress through SDGs framework 38
2. Organising primary data collection 38
3. Organising secondary data collection 39
VII Annexes 40
Footnotes 40
5
Abbreviations
I Abbreviations
6
Introduction
II Introduction
This gender impact assessment and monitoring tool (GIM tool) has been developed in the
framework of the Women2030 project, with the explicit objective of helping women and
gender civil society organisations to implement the UN 2030 Agenda for Sustainable
Development, with a particular focus on Sustainable Development Goal (SDG) 5. The 2030
Agenda was built on the foundation of and expands upon the Millennium Development Goals
by promoting sustainable development, human rights and gender equality in the economic,
social and environmental realms.
The aim of the tool (first part) is to provide Women2030 partners with a common understan-
ding of how to assess gender issues within local, regional and national contexts, in order to
create a sound basis of comparable data for the project Women2030 and laying the ground-
work for gender just implementation of the SDGs. Furthermore, monitoring is an ongoing
systematic process of assessing and measuring achievements towards the agreed-upon
aspects of the SDGs in regard to gender equity. To this end, Women2030 with this tool
(second part) adopts a gender-responsive monitoring approach, which allows all partners to
measure gender-sensitive indicators of each SDG, and assess changes and progress over
time.
A. Target Audience
This GIM tool (the tool) is a set of practical instruments and has been drafted with the inten-
tion to be used by grassroots civil society organisations (CSOs; primarily the Women2030
partners), by policy-makers as well as by international donors and researchers. It intends to
be of use primarily for practitioners but can be useful for a wider audience.
We hope that Women2030 partners will find it useful and rely on it for their programmatic as
well as reporting and monitoring work. To the most possible extent, the tool has been concei-
ved to adapt to different contexts and local realities.
Since this tool is primarily targeted at grassroots organisations, their feedback will be welco-
med and always encouraged. Comments addressed to the editorial team will serve to assess
the relevance of the tool and hopefully improve it with lessons learned in the field.
7
Introduction
The first part of the tool intends to provide partners with a practical and ready-to-use
methodology to conduct a gender assessment. It should allow practitioners to visualise and
report on the gender situation of a given context, in order to identify areas of concern, entry
points and priorities for action. It aims at informing programmatic decisions and simplifying
decision-making by helping partners assess complex gender dynamics, in the context of the
implementation of Agenda 2030.
The main goal of this tool is to help CSOs establish a baseline for their work and a methodo-
logy to monitor the impact of their activities through increasing their capacity to design and
implement projects and programmes that are in line with the Agenda2030, and in particular
with Sustainable Development Goal (SDG) 5 on gender equality. These are understood as
projects and programmes which i) do not exclude or harm women and other marginalised
groups, ii) take into consideration gender dynamics and both women’s and men’s needs, and
iii) in the long run, generate transformational change by shifting discriminatory gender norms.
Additionally, the tool might be of use for partner CSOs in their reporting work, be it for donors
or UN processes. Additional primary data gathered on gender related indicators and additio-
nal secondary data collected thanks to this tool can complement the official SDG monitoring
reports and serve as a baseline for shadow reports to be submitted to CEDAW (Convention
on the Elimination of All Forms of Discrimination Against Women) Committee, or to the High
Level Political Forum (HLPF), for instance.
Lastly, this tool could allow CSOs to collect information and data that can be used in their
advocacy and fundraising activities. For example, data obtained through the gender assess-
ment and the monitoring might be showcased as part of an awareness campaign, or best
practices and successful initiative with measurable results can be presented
to donors to leverage funding and action. Furthermore, this en-
courages knowledge exchange and peer-learning for CSOs.
Wom
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n weav
ing in Uganda | © WEC F
8
Gender Assessment
A. Definition
There are various frameworks, approaches and concepts available for conducting gender
assessments. This tool is addressed towards the practitioner and therefore does not aim
at providing a profound background. However, an overview can be found within the Annex 6:
Gender analysis frameworks: different approaches, key concepts, strengths and weaknes-
ses.
A look at both the symptoms and their causes: A gender assessment is primarily con-
cerned with the current state of gender disparities but must also document the underlying
causes and the effects of these disparities. The assessment should highlight the potential
for transformational change and some opportunities to be seized to enhance women’s em-
powerment.
An assessment of gender issues and not solely women’s: Another important point is
that a gender assessment should be focused on analysing gender issues, not solely on
women’s issues. It is important to consider men (as well as individuals of various sexual and
gender identities) and analyse how they situate themselves in a given context, all through
a gender lens.
9
Gender Assessment
same realities as an impoverished indigenous rural woman, who finds herself at the bottom
of multiple social hierarchies.
A fully comprehensive study: We recognise that CSOs often have limited capacities that
might prevent them from carrying out a fully comprehensive study that would require a lot of
time, money and energy. Therefore, the gender assessment is not intended to be a thorough,
all-encompassing study, but rather seeks to provide an overview of the gender situation in a
given context; an overview that will serve as the basis for the elaboration of gender program-
mes and projects.
A cure for all problems: Conducting a gender assessment before designing projects or
programmes on gender equality is necessary, but not sufficient. The gender assessment
itself will not automatically guarantee the success of a project. First, the assessment must
be well prepared, with expert advice; to this end, practitioners should be provided with
skills-training if possible. As Naila Kabeer, a well-known social economist and gender expert,
puts it: “Each method is only as good as its practitioner.” Second, the assessment must be
conducted seriously, with adequate time and financial and human resources dedicated to it.
Third, it is important to realise that conducting a gender assessment is only the first step of
a long-term process; projects should also be monitored and evaluated in a gender-sensitive
manner (see in part D).
10
Gender Assessment
The case for systematically conducting gender assessments has been repeatedly made
by practitioners and researchers who pointed out the risks of developing “gender-blind”
projects (that were common before gender mainstreaming became widely recognised as
a necessity). Evaluations of such projects have shown that failing to take gender equality
issues into account can often result in, inter alia, poor targeting of beneficiaries, a waste of
resources and time, general objectives not being met or even significant collateral damage.
In 1997, the World Bank conducted a desk review of a set of development projects that it
had implemented in the mid-1990s. The results of the study showed that projects taking
gender issues into account were more likely to achieve their objectives than projects that
did not. Another analysis conducted by the World Bank in 2001, revealed that projects
tended to have better impacts on the ground, when gender-needs were taken into account
and when the gender situation had been assessed, at the country and project levels. Thus,
the evidence produced by the World Bank to date clearly shows that conducting detailed
gender assessments results in strengthening development effectiveness (World Bank,
2001; World Bank, 2002).
Gender assessment is a tool which proves to be all the more necessary in the context of
implementing the 2030 Agenda. For local CSOs, results from the gender assessment will
provide a starting point for planning relevant, targeted and resource-efficient actions aimed
at realising the SDGs and in particular SDG5.
11
Thematic Areas
1. SDG reference
SDG TARGET 5.4 “Recognize and value unpaid care and domestic work through the provision
of public services, infrastructure and social protection policies and the promotion of shared
responsibility within the household and the family as nationally appropriate.”
SDG TARGET 5.5 “Ensure women’s full and effective participation and equal opportunities
for leadership at all levels of decision-making in political, economic and public life.”
SDG TARGET 8.5 “By 2030, achieve full and productive employment and decent work for all
women and men, including for young people and persons with disabilities, and equal pay for
work of equal value.”
SDG TARGET 8.6 “By 2020, substantially reduce the proportion of youth not in employment,
education or training.”
SDG TARGET 8.8 “Protect labour rights and promote safe and secure working environments
for all workers, including migrant workers, in particular women migrants, and those in precari-
ous employment.”
2. Background
The gender assessment should first seek to analyse the division of labour between women
and men. This division is traditionally unequal: men’s work is most likely to happen outside of
the household and to generate monetary income, while women are typically considered res-
ponsible for unpaid care work (e.g. caring for children, the elderly and the sick, cleaning, cook-
ing, collecting water, etc.). In the formal and informal job markets, women’s work is most likely
to be undervalued (as shown by the persistence of the gender wage gap) and unprotected
12
Thematic Areas
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© Annabelle Avril | W
(as shown by women’s overrepresentation in informal work).
This unequal division of work has very negative effects on
women’s opportunities: due to the large burden of unpaid
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care work that falls upon them, they are left with less time
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to devote to remunerated activities. Therefore, they are more
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likely to remain confined to the family space, be economically
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dependent on their husbands, partners or male relatives, and
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have a limited decision-making power within the household.
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3. Questions and data to collect
⚫ What kind of work do women and men/girls and boys take on?
⚫ Who takes most of the responsibility for unpaid care work (e.g. cooking, cleaning, ta-
king care of children and/or the elderly, running errands, etc.)? How much time do women
devote to these tasks, and in what ways does it affect their lives (e.g. women are more
likely to die from chronic obstructive pulmonary disease (COPD) because of the time they
spend indoors, inhaling smoke)?
⚫ Are women and girls responsible for fetching water or collecting wood for the family?
If yes, do they have to walk to do so, and for how long?
⚫ Are women considered to be responsible for certain tasks (e.g. caring for children, for the
elderly and the sick) by the community? By the state?
⚫ What impact does the burden of unpaid care work have on girls’ access to education?
⚫ What are the attitudes of the population/community (women and men) regarding
women’s and men’s responsibility as caretakers? Regarding their ability to lead fulfilling
professional lives?
⚫ Do individuals’ attitudes on these matters contradict or confirm the existing situation?
⚫ What are the beliefs, the social norms underlying these attitudes? What are the mecha-
nisms enforcing these norms (e.g. sense of approval)? What are the sanctions in case of
non-compliance (e.g. shaming, rejection)?
⚫ What are the impacts of the existing division of labour on women’s and men’s self-
esteem and self-efficacy?
⚫ Is there a gender wage gap?
⚫ Is there some form of gender segregation in the labour market? Are women over-repre-
sented in certain kinds of occupations and certain sectors, and if yes, to which extent?
Are they over-represented in low-paying jobs?
⚫ Are women over-represented among the unemployed/in the informal sector/ among the
population that is not in education, employment or training (NEET)?
⚫ What is the share of women that do not have an income of their own?
⚫ Do women and men (and girls and boys) perceive this division of labour as natural/fair?
Do they question it?
4. Method
13
Thematic Areas
1. SDG reference
SDG TARGET 5.A “Undertake reforms to give women equal rights to economic resources,
as well as access to ownership and control over land and other forms of property, financial
services, inheritance and natural resources, in accordance with national laws.”
SDG TARGET 1.4 “By 2030, ensure that all men and women, in particular the poor and the
vulnerable, have equal rights to economic resources, as well as access to basic services,
ownership and control over land and other forms of property, inheritance, natural resour-
ces, appropriate new technology and financial services, including microfinance.”
SDG TARGET 2.3 “By 2030, double the agricultural productivity and incomes of small-
scale food producers, in particular women, indigenous peoples, family farmers, pasto-
ralists and fishers, including through secure and equal access to land, other productive
resources and inputs, knowledge, financial services, markets and opportunities for
value addition and non-farm employment.”
2. Background
The gender assessment should analyse women’s and men’s ability to access, have power
and control over resources including tangible (land, water, livestock money), intangible
(family network, collective solidarity, information, political clout) and human (labour, skills,
knowledge) resources. The distinction between accessing resources and exercising po-
wer and control over them is important: although having access to resources is a neces-
sary condition for women’s empowerment, it is not a sufficient condition. Empowerment
occurs when women have control over these resources and when they are effectively and
equally involved in decision-making.
14
Thematic Areas
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Due to gender inequalities, available resources are not divided
n in Kyrgyzstan | © Anna
equally between women and men (or between girls and boys).
Women tend to have less access to and control over resour-
ces such as income, land titles, non-land assets, information,
education, technologies, transport, public services, etc.
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3. Questions and data to collect
4. Method
See the questionnaire (see Annex 3), as well as the following exercises:
15
Thematic Areas
1. SDG reference
SDG TARGET 5.2 “Eliminate all forms of violence against all women and girls in the public
and private spheres, including trafficking and sexual and other types of exploitation.”
SDG target 5.3 “Eliminate all harmful practices, such as child, early and forced marriage
and female genital mutilation.”
2. Background
Gender-based violence (GBV) is a persistent problem in most societies and should therefore
be explored by any gender assessment. However, it might not be a target of the planned
intervention at all and thus may be left out of any initial research. If taken into considerati-
on practitioners should look into the prevalence of GBV, the existing institutional and legal
framework, the impact of GBV on women’s empowerment and men’s and women’s attitudes
regarding GBV.
Discriminatory social norms explain why the prevalence of GBV can remain high despite
the existence of strong laws on these issues. Due to the persistence of these norms, which
promote the “victim-blaming” mentality, reporting and conviction rates for cases of GBV
remain very low. This fuels distrust in authorities and nurtures a culture of impunity.
16
Thematic Areas
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3. Questions and data to collect
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media threats or harassment, forced marriage and econo-
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mic violence)
⚫ Does the law recognise and adequately punish the different
forms of GBV mentioned above?
⚫ Are there specific provisions explicitly describing and condem-
ning these forms of violence?
⚫ What type of statutory provisions cover the offences rape or se-
xual / domestic abuse? / what statutory provisions exist to criminalize
rape and sexual / domestic abuse?? Can these sentences be short-term?
Does the law recognise the existence of aggravating circumstances, in cases
of violence and/or abuse? Is marital rape recognised?
⚫ Are there provisions establishing services intended to protect women from GBV?
(e.g. toll-free hotline service for female victims of violence or abuse) Can female abuse
victims benefit from specific state-funded services such as shelters?
⚫ Are provisions on GBV purely repressive or does the legal framework also provide for
preventive measures?
⚫ Are implementation measures and/or compliance mechanisms put in place to ensure
that the laws are applied?
⚫ Are there specific bodies overseeing the implementation of laws on GBV? Are these
institutions adequately funded?
⚫ Do police and justice personnel receive gender-sensitive training to reinforce their
capacity to help women targets of violence or abuse?
⚫ What are the many ways in which GBV can restrict women’s access to opportunities?
(e.g. girls being prevented from going to school because their parents worry about
their safety on the road or facing sexual harassment at school, women having difficulty
to earn an income because of the harassment they face on their way to work, etc.)
⚫ What are women’s and men’s attitudes regarding GBV? For instance, what is the proporti-
on of women and men who think that a husband can be justified in hitting his wife etc.?
⚫ What are the values, customs and social norms underlying women and men’s attitudes
towards GBV? (e.g. belief that women cannot take the same pleasure in sex than men
and therefore must be “forced into it”, promotion of masculinity as violent, etc.)
4. Method
17
Thematic Areas
1. SDG reference
SDG TARGET 5.6 “Ensure universal access to sexual and reproductive health and reproduc-
tive rights as agreed in accordance with the Programme of Action of the International
Conference on Population and Development and the Beijing Platform for Action and the
outcome documents of their review conferences.”
SDG TARGET 3.1 “By 2030, reduce the global maternal mortality ratio to less than 70 per
100,000 live births.”
SDG TARGET 3.7 “By 2030, ensure universal access to sexual and reproductive health-care
services, including for family planning, information and education, and the integration of
reproductive health into national strategies and programmes.”
SDG TARGET 6.2 “By 2030, achieve access to adequate and equitable sanitation and hygie-
ne for all and end open defecation, paying special attention to the needs of women and girls
and those in vulnerable situations.“
SDG TARGET 13.B “Promote mechanisms for raising capacity for effective climate chan-
ge-related planning and management in least developed countries and small island develo-
ping States, including focusing on women, youth and local and marginalized communities.“
18
Thematic Areas
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2. Background
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stood and catered for. Women’s differentiated needs relate
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to their biological condition,
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i.e. menstrual hygiene, sex and pregnancy-related needs.
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Women and girls might not always have access to services
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that address these needs, which can ultimately restrict their
opportunities. Furthermore, there might be discriminatory values,
customs and norms attached
to women biologically.
⚫ Does the community recognise and take into account women’s specific needs, i.e.
menstruation and pregnancy related-needs?
⚫ Are these needs fully taken into account in the policymaking process?
⚫ Do women and girls have access to services put in place specifically to address these
needs? (e.g. adapted medical services during pregnancy, paid maternity leave, day-care
services, facilities for public breastfeeding, access to affordable menstrual hygiene
products, etc.)
⚫ Is gender-sensitive sexual education provided to girls as well as to boys? Do young girls
learn about menstruation, pregnancy, sexually transmitted diseases (STDs), etc.?
⚫ Can women easily access contraception? What about men?
⚫ If needed, can they get an abortion legally and in safe conditions?
⚫ Are women’s and girls’ opportunities limited due to the necessity to fulfil these needs?
(e.g. menstruation preventing girls from doing certain activities due to a lack of menst-
rual hygiene products)
⚫ In the case where women are suffering from a lack of services designed to address
their biological needs: what are the impacts on their health? Does the current state of
maternal services have negative consequences on maternal health? Are early pregnan-
cies common because of limited sexual and reproductive education? Are women over-
represented in the number of individuals living with STDs? Are “back-alley abortions”
a common procedure?
⚫ How are these biological needs viewed socially? Can they be considered shameful?
(e.g. menstruation seen as “impure”)
⚫ What is the role of religion and tradition in the way they are approached? (e.g. religious
beliefs regarding menstruations)
4. Method
19
Thematic Areas
E. Decision-making ability
1. SDG reference
SDG Target 5.4. “Recognize and value unpaid care and domestic work through the provision
of public services, infrastructure and social protection policies and the promotion of shared
responsibility within the household and the family as nationally appropriate.”
SDG Target 5.5. “Ensure women’s full and effective participation and equal opportunities for
leadership at all levels of decision-making in political, economic and public life.”
SDG TARGET 16.7 “Ensure responsive, inclusive, participatory and representative decisi-
on-making at all levels.”
2. Background
The gender assessment should provide an analysis of women’s and men’s decision-making
abilities in the household and in the public sphere. This should help practitioners to under-
stand whether women and men have the same ability to make choices, but also whether they
tend to take different kinds of decisions, in particular regarding the use of resources. For
example, women are more likely to invest a larger share of their income for the benefit the
household. Studies have shown that increasing the share of household income controlled
by women changes the household’s spending patterns in ways that benefit the children.
20
Thematic Areas
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Women in Geor
3. Questions and data to collect
4. Method
21
Thematic Areas
1. SDG reference
SDG target 5.A „Undertake reforms to give women equal rights to economic resources,
as well as access to ownership and control over land and other forms of property, financial
services, inheritance and natural resources, in accordance with national laws.”
SDG target 5.C “Adopt and strengthen sound policies and enforceable legislation for the
promotion of gender equality and the empowerment of all women and girls at all levels.”
SDG TARGET 10.4 “Adopt policies, especially fiscal, wage and social protection policies,
and progressively achieve greater equality.”
SDG TARGET 16.7 “Ensure responsive, inclusive, participatory and representative decisi-
on-making at all levels.”
SDG TARGET 16.B “Promote and enforce non-discriminatory laws and policies for sustainable
development.”
2. Background
An important part of the gender assessment should focus on the status of women and men
before the law, in order to assess the legal framework and its implementation. This provides
a good overview of the framework within a given country.
Practitioners should look into international commitments, the constitution, the civil code,
labour laws and into any other relevant legislative text, searching for discriminatory provi-
sions or on the contrary for provisions that guarantee equality between women and men.
22
Thematic Areas
CF
WE
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, Marrakech
Doing so, they should also pay attention to the “grey areas”
and existing legislative loopholes (e.g. no laws explicitly
guaranteeing “equal pay for equal work”).
t COP 22
an a
3. Questions and data to collect
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Wo
⚫ Is equality between the sexes enshrined in the constitu-
tion?
⚫ Are there provisions in the law referring to the “head of the
family”, and if yes, can women and men both be “head of the
family”?
⚫ Do inheritance laws guarantee equality between men and women?
⚫ Can women and men own land, or other assets, under the same condi-
tions?
⚫ Does the status of women before the law depend on their marital status (e.g. inheritan-
ce laws favouring legal unions over informal ones)?
⚫ Are women considered by the law as under the tutelage of their husband,
a close family member or a “guardian”?
⚫ Can women move freely? Can they apply for their own passport?
⚫ Can women open a bank account, access financial services, without the permission of
their husband or that of a guardian?
⚫ Do husbands legally have control over their wives’ income and/or resources?
⚫ Can women have any job, or does the law forbid them from accessing certain positions?
⚫ Does the law guarantee paid maternity leave, in compliance with ILO standards? What
about paternity leave?
⚫ Is the principle of “equal pay for equal work” recognised in the law? Are there any specific
laws targeting the gender pay gap?
⚫ Are implementation measures and compliance mechanisms put in place to ensure that
the laws that guarantee equality between women and men are applied? Are these mea-
sures binding? Are they supported by an adequate financial and administrative commit-
ment?
⚫ Are there specific bodies overseeing the implementation of laws regarding the status
of women and men? Are these institutions adequately funded?
⚫ If the legislative framework includes provisions that discriminate on the basis of sex:
how is this situation perceived by women and men? Do they view the law as fair?
⚫ Are there social movements pushing for a legislative reform? What progress has been
made?
4. Method
For this section, legal research is required. A source that can be very useful to assess the
legislative framework is the annual World Bank’s Women, Business and the Law report, that
provides a gender-sensitive assessment of the law of all countries, in the form of detailed
checklists. The website of the Women, Business and the Law initiative also includes a list of
local legislative experts for each country examined.
23
Thematic Areas
1. SDG reference
SDG Target 5.1 “End all forms of discrimination against all women and girls everywhere.”
SDG target 10.2 “By 2030, empower and promote the social, economic and political inclus
on of all, irrespective of age, sex, disability, race, ethnicity, origin, religion or economic
or other status.”
SDG TARGET 1.4 “By 2030, ensure that all men and women, in particular the poor and the
vulnerable, have equal rights to economic resources, as well as access to basic services,
ownership and control over land and other forms of property, inheritance, natural resources,
appropriate new technology and financial services, including microfinance.”
2. Background
24
Thematic Areas
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WE
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Woman in Tajikis
3. Questions and data to collect
4. Method
25
Step-by-Step Gender Assessment
This section is a step-by-step guide to carry out a gender assessment. It intends to provide
some recommendations, tips and tools on how i) to collect secondary data, ii) to collect
primary data, iii) to organise information, iv) to draw lessons from the results.
1. Desk research
The first step of the gender assessment should be collecting secondary data, through
desk research. Desktop research (also known as secondary research) involves collec-
ting, reviewing and analysing already existing data, research and documents that are
relevant to the topic of the study conducted. It consists of gathering, organising and
understanding data previously collected by other researchers. This method is very useful
for gathering background information, and for reviewing the present state of knowledge
on the topic. When implementing a gender assessment, conducting desk research will
provide a basic understanding of the situation on gender equality in a respective country
and context, while laying the basis for further research.
Desk research can be carried out in several ways in the context of a gender assessment:
Literature review: Undertaking a literature review (i.e. reviewing the existing literature
on the subject at hand) is crucial, and an effective way to avoid a duplication of efforts.
The literature review should be based on diverse and trustworthy sources.
Policy analysis: The desk research part of the study should also include an analysis of the
existing legislative framework. The questions provided in II) F) “Status of women and men
before the law” can serve as a basis for this analysis.
2. Data sources
Apart from the national statistic offices which offer generally valuable data on the situati-
on within a country, one finds reliable sources for data here:
26
Step-by-Step Gender Assessment
CSOs can collect primary data mainly in two ways: i) working with a focus group to collect
participants’ experiences through specific exercises, and/or ii) using a questionnaire to ob-
tain detailed information on a sample group.
Focus groups should contain between 8 and 12 people and they should be made up of a vari-
ety of stakeholders based on relevant experiences and backgrounds of people and on their
position within a given community. It is important that people are willing to speak up and to
share information and experiences. Focus groups can comprise of only women groups and
only men groups, depending on regional characteristics, but mixed groups are also possible.
This section includes examples of exercises that can be carried out in a participatory manner
with focus groups (e.g. problem ranking), or by researchers themselves (e.g. organisation
profiles). In any case, these exercises and tools will allow practitioners to collect first-hand
data, which will prove very useful for conducting the gender assessment.
Many of these exercises are typically carried out during gender trainings (e.g. “house of my
dreams”); however, they provide an opportunity for facilitators to collect information on
and learn more about the gender situation in a community, directly from its members; hence
their inclusion in this section .
Depending on their capacities and time, CSOs will find these techniques more or less challen-
ging to use and/or time demanding. Below is a portfolio of exercises that might prove useful
to collect primary data. This, however, is not a prescriptive list that CSOs should strictly
follow. Practitioners should feel free to select only a few exercises or to adapt them to their
needs and capacities.
Women2030 colleagues can also refer to the Women 2030 Training Master Manual.
27
Step-by-Step Gender Assessment
House of my dreams
Purpose:
This exercise can be useful for practitioners to learn about gender needs in a specific commu-
nity. It offers them a glimpse of what might constitute a “desirable environment” for women
and men and by way of comparison, gives them information regarding the current situation of
family members and the nature of gender relations within the private sphere.
Method:
For this exercise, female and male participants are placed in different groups. Facilitators ask
participants in both groups to think about what the “house of their dream” would look like,
and to compare this idea with the actual state of their household. Participants should then
write down what they expect from the “house of their dream”, i.e. make a list of the needs
and wishes they think this comfortable home should fulfil. They can also draw or build a small
paper model of their “dream house”. Participants should explain their choices to the facilitator
and the group at the end.
More information on this exercise can be found in the WECF Tool “Gender in Sustainable
Development: Collection of Exercises for Training of Trainers (ToT)”, 2017, p. 43
(http://www.wecf.eu/english/publications/2017/ToT-gender-exercises-2nd-edt.php)
Purpose:
Conducting this exercise within a focus group will provide insights into women’s “likes and
dislikes” of being women. The exercise can also be done with men. Encouraging participants
to discuss the “pros and cons” of being a woman or a man will allow practitioners to gain a
basic understanding of gender relations and to assess the prevalence of gender discrimina-
tion in a particular context.
Method:
Female and male participants should be assembled in separate groups. The facilitator asks
them to list what they consider to be the “pros and cons” of being a woman or a man, i.e. ever-
ything that they enjoy and dislike about it. When making the list, participants should rank their
likes and dislikes in order of priority. They should discuss their choices among themselves and
with the facilitators.
More information on this exercise can be found in the IFAD “Manual for gender-focused field
diagnostic studies”, p. 22
(https://www.ifad.org/documents/10180/03eb5f8f-0066-475a-aa77-6e13f814b7c4)
Daily schedule
Purpose:
This exercise will allow practitioners to gain practical knowledge of the division of labour and
gender roles in the examined community, through studying the different workloads of women
and men. Analysing these “daily schedules” will shed light on who does what kind of work, for
how long, and who has more free time.
28
Step-by-Step Gender Assessment
Method:
Female and male participants should be assembled in separate groups. Participants are asked
to describe a typical day in their current life by writing a detailed schedule, that includes all
of their daily activities, such as work, household chores, child care tasks, leisure time, etc.
Participants should mention how long these activities usually take them, and whether they
are performing several tasks at the same time, i.e. multitasking. When analysing these sche-
dules, facilitators should take the current season into account. If necessary, they can ask
participants to write down their typical day schedule during another season (see “Seasonal
calendar” tool).
More information on this exercise can be found in the WECF Tool “Gender in Sustainable
Development: Collection of Exercises for Training of Trainers (ToT)”, 2017, p. 34
(http://www.wecf.eu/english/publications/2017/ToT-gender-exercises-2nd-edt.php)
Purpose:
This exercise will allow practitioners to gain an understanding of the different gender-based
responsibilities and types of work performed by women, men, girls and boys. It will highlight
differences in respective workloads, sleeping times, etc.
Method:
Participants, in small (preferably same-sex) groups, are invited to write down a schedule for
a regular day in the life of a typical household from a low-income community in their city. The
schedule should include the activities of all members of the household, i.e. adults and chil-
dren. Once this 24-hour schedule is defined, participants should classify the tasks referred
to as: productive tasks (P), reproductive tasks (R) and community-sustaining activities (CA).
They should also measure the total number of hours carried out by all members for all activity
types.
More information on this exercise can be found in the UN-Habitat report “Gender in local
governments: A Sourcebook for Trainers”, p. 51
(http://www.un.org/womenwatch/directory/pdf/Source_BK_9-May.pdf)
Seasonal calendar
Purpose:
This tool can be useful to analyse the ways in which seasonal variations have an impact on
the gender division of labour and gender relations throughout the year. It is particularly
relevant for agricultural communities whose patterns of life change a lot depending on the
season. The seasonal calendar should allow practitioners to identify what work constraints
women and men face throughout the year, depending on the season.
Method:
This exercise should be based on the local definition of seasons (e.g. depending on the com-
munity examined, local seasons might be more or less based on patterns of rainfall). During
the exercise, practitioners should: i) identify annual rainfall patterns, ii) record the principal
tasks associated with rainfed farming, irrigated farming, livestock and non-farm activities,
29
Step-by-Step Gender Assessment
iii) place all these activities on a yearly calendar, iv) indicate the intensity of the workload
required for each member of the community/family; v) note the relative contribution of women
and men for each task.
More information on this exercise can be found in the IFAD “Manual for gender-focused field
diagnostic studies”, p. 7 (https://www.ifad.org/documents/10180/03eb5f8f-0066-475a-
aa77-6e13f814b7c4) and in the WECF Tool “Gender in Sustainable Development: Collection
of Exercises for Training of Trainers (ToT)”, 2017, p. 36
(http://www.wecf.eu/english/publications/2017/ToT-gender-exercises-2nd-edt.php)
Resource mapping
Purpose:
This tool will allow practitioners to better understand women’s and men’s access to and con-
trol over resources in a local context. The resource map can provide crucial information on
the abundance, allocation, management and use of resources existing within the community.
Method:
Female and male participants are assembled in separate groups. For this exercise, partici-
pants are asked to draw a map of their village/neighbourhood, which includes the existing
resources in the area. Maps can (and should) include: infrastructure facilities, water sites
and sources, agricultural lands, forests, grazing areas, shops, markets, health clinics, schools
and child care provisions, churches, as well as any other places identified as relevant. Once
their map is completed, participants should describe it and explain why they chose certain
institutions, resources etc. The expectation is that women and men will choose to highlight
different resources.
More information on this exercise can be found in the FAO “Participatory Rural Appraisal
toolbox”, Section 6.2.1 (http://www.fao.org/docrep/003/x5996e/x5996e06.htm) and in
the WECF Tool “Gender in Sustainable Development: Collection of Exercises for Training of
Trainers (ToT)”, 2017, p. 46 (http://www.wecf.eu/english/publications/2017/ToT-gender-
exercises-2nd-edt.php)
Stakeholder analysis
Purpose:
This exercise will allow facilitators to identify the different groups, organisations, institu-
tions, and relevant/key persons active within the community, to assess how they relate to
each other (in terms of service provision, information flow, cooperation, etc.). The stakehol-
der analysis will highlight differences in public participation, prestige and decision-making,
based on gender and social status.
Method:
Female and male participants should be separated, if possible. In this exercise, participants
are asked to draw a Venn diagram: a large circle in the middle represents the community
(or the individual), while stakeholders are represented by other circles of different sizes.
The more important the stakeholder, the bigger the circle should be. The degree of contact
and/or cooperation between the community (or the individual) and the various stakeholders
30
Step-by-Step Gender Assessment
is represented by the distance between circles: for example, if the individual is in constant
contact with an institution or a group, the circle that represents it should be placed inside its
own circle. Circles overlapping indicate a close cooperation, circles that are close to each but
not touching indicate loose contacts. If certain institutions or groups exclude one gender
(e.g. men’s clubs), they should be marked with a special symbol. This should also be done for
institutions or groups that exclude poor people.
Large distance:
no or little touching circles:
cooperation some cooperation
More information on this exercise can be found in the WECF Tool “Gender in Sustainable
Development: Collection of Exercises for Training of Trainers (ToT)”, 2017, p. 49
(http://www.wecf.eu/english/publications/2017/ToT-gender-exercises-2nd-edt.php)
Purpose:
This exercise is a continuation of the stakeholder analysis exercise. It is useful to identify
the different organisations and groups active in the community and to assess their degree
of importance, taking into account their origin, their current status and their socio-economic
and gender composition.
Method:
This exercise consists in preparing a list of the main organisations and groups active in
the community: the list should include the date of formation, origins, purpose, activities,
operational status, socio-economic and gender composition of the organisations and groups
examined. These organisations and groups can also be ranked by order of importance.
More information on this exercise can be found in the IFAD “Manual for gender-focused field
diagnostic studies”, p. 5
https://www.ifad.org/documents/10180/03eb5f8f-0066-475a-aa77-6e13f814b7c4
31
Step-by-Step Gender Assessment
Purpose:
This exercise is intended to encourage participants to share their personal experiences of
gender discrimination and discuss the feelings they associate with such experiences. Prac-
titioners can learn a lot from listening to these testimonies.
Method:
Participants do the exercise individually. Facilitators ask them to write down an experience
when they felt discriminated against, because of their gender. Participants should describe
precisely the experience, explaining i) what was the act of discrimination, ii) who or what
was responsible, iii) how they felt and iv) how they reacted. The answers to these questions
should be presented under the form of a “wheel of discrimination” (see source).
More information on this exercise can be found in CARE “Gender, Equity, and Diversity Training
Materials: Module 4, Gender training”, p.200
http://www.care.org/sites/default/files/documents/Gender%20Equity%20and%20Diversi-
ty%20Module%204.pdf
2. Questionnaires
An example of a questionnaire can be found in the Annex section (Annex 3). CSOs can either
use it as it is, or they can draw on this model to design their own questionnaire. If they do
choose to use it as such, the questionnaire should be at least slightly edited –if feasible- in
order to better fit the local context. The model provided in Annex it is not perfect and practi-
tioners should feel free to adapt this questionnaire to their needs.
Recommendations on how to design a questionnaire are provided below. To a large extent,
these recommendations also apply to CSOs that wish to adapt an existing questionnaire .
⚫ Define a clear research question: What questions should the study answer? What infor-
mation is needed?
→ Practitioners should define the research question taking into account criteria of feasibili-
ty, time and cost.
⚫ Define the target: Which part(s) of the population do you want to study?
→ When defining their target, practitioners should ensure that they ask those who have
the necessary knowledge to answer their questions. They should also make sure to
include as many women as men in their sample, since the main goal of the questionnaire
is to collect sex-disaggregated data.
⚫ Choose a method to collect the data: What research method(s) would be the most adap-
ted?
→ For example, the questionnaire can be self-administered, or it can be part of a structured
interview as well as it can be the basis for a focus group discussion.
32
Step-by-Step Gender Assessment
think ahead about the quantification of qualitative data, and to see which variables would
be easier to quantify.
⚫ Improve the wording of the questionnaire: How clear and unbiased are the questions?
→ When working on the wording of questions, practitioners should try to compensate
for potential biases, as far as possible. Complex wording should be avoided, as well as
questions that are too long: sentences should be kept short and simple. Leading ques-
tions such as “Do you agree that X is bad?” or “Don’t you think that X is good?” should
be avoided. The language used in the questions should not be political: practitioners
should rely on neutral terms, to the extent possible.
⚫ Organise the questions in a meaningful order: Does the script seem logical?
→ The order of the questions matters. It should be logical, in order to facilitate the analysis
of the data later on.
⚫ Pre-test the questionnaire: Is it possible to answer all questions in the allotted time?
→ Questionnaires should be kept short. It is crucial to make sure that participants will not
see time as a constraint, when answering the questionnaire.
Below are some examples of matrices representing different frameworks traditionally used
for gender assessments. More info on these theoretical frameworks can be found in Annex
6. These matrices can be very useful for gathering, organising and analysing primary and se-
condary data. Practitioners can use the tables provided to classify the information collected
in previous steps. For the Women2030 programme a sample questionnaire (see Annex 3)
and a sample table for collecting the data (see Annex 4) have been developed and are recom-
mended to be used.
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33
Step-by-Step Gender Assessment
The Gender Planning Framework, developed by Caroline Moser, distinguishes the three roles
performed by women and men: productive roles, reproductive roles, and community ma-
nagement roles (i.e. work that is related to the collective consumption and maintenance of
community resources).
Productive
Who does what? Who decides? Who benefits?
Reproductive
Who does what? Who decides? Who benefits?
Community management
Who does what? Who decides? Who benefits?
Practical needs
Which are?
Strategic needs
Which are?
The Gender Analysis Matrix, developed by A. Rani Parker, provides a framework for an analysis
at four levels of society, i.e. women’s level, men’s level, household level and community level.
Factors of analysis include labour, time, resources and culture.
Factors of Analysis
Women
Men
Household
Community
34
Step-by-Step Gender Assessment
The Social Relations Framework, developed by Naila Kabeer, recognises several dimensions
of social relations: rules (official and unofficial, including traditions, etc.), individuals (their
status), resources, activities, power (whose interests are best served?) and redistribution
(who benefits from this and how does the activity impact whom?). It also recognises several
types of institutions: the state (in its legal, military and administrative aspects), the market,
the community and the household (see table below). This Framework also seeks to identify
immediate, underlying and structural causes of gender issues and their long-term, intermedi-
ate and immediate effects.
Institutions Gender
Gender Issues constraints/ Gender
Household Community Market State bottlenecks priorities
People
Who is in?
Who is out?
Who is top in the hierarchy?
Activities
Who does what?
Who gets what?
Who can claim what?
Power
Who decides?
Whose interests are served?
(Re)distribution
of benefits and risks
(who benefits from this and
who is impacted from?)
35
Step-by-Step Gender Assessment
D. Lessons Drawing
Once practitioners have collected all the information they deem necessary for the gender
assessment and organised it in a structured manner, they should then be able to draw les-
sons from results obtained. The final conclusions reached by the gender assessment should
answer all of the following questions:
i) What are the hindering and enabling factors for women’s empowerment, i.e. what still
needs to be done to achieve SDG5?
Results from the assessment should highlight constraints and opportunities for women’s
empowerment. Constraints might include: a lack of political will, a lack of resources availa-
ble for advancing gender equality, the very idea of equality between women and men being
perceived as controversial, etc. On the contrary, a wave of legal reforms, a strong civil society
movement in favour of equality or a loosening of religious restrictions would constitute great
opportunities for women’s empowerment.
Identifying enabling and hindering factors for women’s empowerment should allow practitio-
ners to formulate action-oriented recommendations, on how to overcome these constraints
and harness these opportunities (while making the most of the financial and time resources
available).
ii) What are the main priorities to address in order to advance women’s empowerment
(and achieve SDG5)?
Practitioners should identify the priorities to address in order to advance women’s empo-
werment. Here priority areas are understood as i) areas in which women’s and girls’ needs
are the most pressing ii) areas in which the elimination of discrimination is likely to have a
“trickle-down” effect.
Identifying priorities is a way for practitioners to target efforts deployed, avoid unnecessary
expenditures and reflect on how to best use the resources and capacity that are theirs.
The priorities defined following the gender assessment should of course be realistic and in
accordance with existing means.
iii) Who are the gatekeepers/ cultural leaders whose positive engagement for women’s
empowerment would have a ripple effect on the community?
It is crucial to identify the actors that have a strong influence on the community and play an
important role in maintaining social norms (gatekeepers), simply because working with these
actors is likely to have very positive repercussions on the community as a whole. Engaging
gatekeepers (e.g. religious leaders, political figures, individuals with a “prestigious” status
within the community) is key to generating transformative and sustainable change.
36
Gender-Sensitive Monitoring
VI Gender-Sensitive Monitoring
A. Introduction
Objectives: support CSOs to monitor progress made in terms of gender equality, in light of
the SDG framework:
⚫ to collectively gather reliable evidence to support feminist and women’s rights ad-
vocacy against a chosen set of indicators by the Women2030 project partners
⚫ to increase Women2030 project partners’ understanding of the current trends hinde-
ring/advancing women’s empowerment, through the collection of evidence
⚫ to ensure efficiency of programmes: identify what has worked and what has not
⚫ to promote accountability and transparency by reporting on implementation and efforts
made
1. Target audience
The target audience is the same as for the gender assessment: on one hand the partner
CSOs who are filling in the data into the MAT and get their data visualised and through them,
practitioners and the general public, and on the other hand state actors, policy-makers and
researchers.
37
Gender-Sensitive Monitoring
The MAT was developed by APWLD for the Women2030 network. The MAT allows mem-
bers of the network to enter data into the monitoring database. The MAT will process and
summarise the data and make them visible for the wider public on the MAT itself and on a
website.
As of 30 June 2017, a demo version for the backend is available for Women2030 partners
for testing and providing feedback: http://woman2030.apwld1.org/
APWLD has prepared and shared a basic user guide with examples for testing the tool for
the Women2030 partners. This is available upon request.
B. Methodology
Each Women2030 partner has been asked to come up with the indicators they want to
monitor, all indicators have been put or will be put as templates into the MAT.
Primary data: Primary data are collected for this monitoring purpose through the questi-
onnaire/interviews with communities in the target countries.
WECF has provided a list of indicators and the related questionnaire to get primary data
which are useful to measure progress for gender SDGs (see Annex 3 questionnaire) and
refer to the thematic areas described in the gender assessment section.
Secondary data are data which are not collected by the partners but by others that are
useful to monitor progress (refer to the gender assessment section). Data are already
collected or produced for other purposes and can be used for our monitoring.
Gender □ Male
□ Female
Marital □ Single
Status □ Married □ Officially registered married by the state
□ Separated/Divorced □ Officially registered divorced by the state
38
□ Widow/Widower
□ Single
Marital □ Married □ Officially registered married by the state
Status □ Separated/Divorced □ Officially registered divorced by the state
□ Widow/Widower
The questions are given in the Annex. The results will be collected in an excel file, see Annex.
The data will be assessed and summarised by WECF or the partners and then entered into
the MAT.
How to enter the data into the MAT, See attached “Women2030_MAT_userguide_Jun2017.
pptx”
Secondary data are gathered by a desk research. The data will be entered into the MAT.
Qualitative data and documents can be also uploaded. In the MAT there is the section library
where these documents can be collected. They have to be tagged with relevant tags in
order to easily search for them.
The MAT has the option to set the data as public or private, which allows entering data
that are not supposed to be published. The data in the MAT forms a database which allows
searching data by goal, target, indicator and country and export the search results in Excel
CSV format.
2. UNDP (2009) Handbook on Planning, Monitoring and Evaluating for Development Results
http://web.undp.org/evaluation/handbook/documents/english/pme-handbook.pdf
3. USAID (2014) Toolkit for monitoring and evaluating gender-based violence interventions
along the relief to development continuum
https://www.usaid.gov/sites/default/files/documents/2151/Toolkit%20Master%20
%28FINAL%20MAY%209%29.pdf
4. UNICEF, Ministry of Planning and Investment of Vietnam (2012) Gender audit manual
https://www.unicef.org/vietnam/GENDER_TA.pdf
5. DFID (2008) The Gender Manual: A pratical guide (see page 26)
http://webarchive.nationalarchives.gov.uk/+/http:/www.dfid.gov.uk/Documents/publica-
tions/dfid-gender-manual-2008.pdf
39
Footnotes
Footnotes
1
WECF, 2017, Gender in Sustainable Development: Collection of Exercises for Training
of Trainers (ToT), p. 34 (available here: http://www.wecf.eu/english/publications/2017/ToT-gender-exercises-
2nd-edt.php).
2
The ILO Maternity Protection Convention, 2000 (No. 183) provides for 14 weeks of
maternity benefit to women to whom the instrument applies. See http://www.ilo.org/dyn/normlex/
en/f?p=NORMLEXPUB:12100:0::NO::P12100_ILO_CODE:C183.
3
The World Bank’s Women, Business and the Law reports can be found here:
http://wbl.worldbank.org/.
4
see (FAOa, 1997) for more examples of participatory rural appraisal tools, useful in
a gender assessment.
5
Taken from WECF Tool “Gender in Sustainable Development: Collection of Exercises
for Training of Trainers (ToT)”, 2017, p. 50.
6
See questionnaire template in Annex 3.
7
Common biases include: the “shame” bias, the
acquiescent bias, the social desirability bias,
the conformism bias, the anchoring or central tendency effect … etc.
Wo
me
n wea
ving in Ug
anda | © | WECF
40
Annexes
VII Annexes
Annex 1: Glossary
Annex 2: Reference list
Annex 3: Questionnaire
Annex 4: Template for collection of data
1 Christodoulou, J. (edt. By Anna Zobnina 2009). 2005. Glossary of Gender-related Terms, p. 3, see http://www.peacewomen.
org/assets/file/AdvocacyEducationTools/genderglossary _migs_aug2005.pdf.
2 Convention on the Elimination of All Forms of Discrimination against Women (CEDAW). Adopted 18 December 1979, entered
into force 3 September 1981. UN Treaty Series vol. 1249, art. 1.
3 Christodoulou, p. 5.
4 Ibid., p. 6.
5 CEDAW Committee. 2004. General recommendation No. 25, on article 4, paragraph 1, of the Convention on the Elimination of
All Forms of Discrimination against Women, on temporary special measures, para 8.
6 Ibid., p. 7.
41
Annex 1 | Glossary
Equality (gender) — “refers to the equal rights, responsibilities and opportunities of women and men and
girls and boys. Equality does not mean that women and men will become the same, but that women’s and
men’s rights, responsibilities and opportunities will not depend on whether they are born male or female.
Gender equality implies that the interests, needs and priorities of both women and men are taken into
consideration, recognizing the diversity of different groups of women and men. Gender equality is not a
‘women’s issue’, but should concern and fully engage men as well as women.”7
Equality (transformative) — refers to the idea that due to the individual’s intersectionality - not every-
one has the same starting point for accessing his/her human rights. As such they might need some extra
“help” in actualising their rights; and policies, programmes and projects need to address and transform
these unequal starting positions.8
Gender mainstreaming — “mainstreaming a gender perspective is the process of assessing the implica-
tions for women and men of any planned action, including legislation, policies or programmes, in all areas
and at all levels. It is a strategy for making women’s as well as men’s concerns and experiences an integral
dimension of the design, implementation, monitoring and evaluation of policies and programmes in all polit-
ical, economic and societal spheres so that women and men benefit equally and inequality is not perpetu-
ated. The ultimate goal is to achieve gender equality”.9
Gender-responsive — “identifying, understanding, and implementing interventions to address gender
gaps and overcome historical gender biases in policies and interventions. Gender-responsiveness in appli-
cation contributes, pro-actively and intentionally, to the advancement of gender equality. More than ‘doing
no harm’, a gender-responsive policy, programme, plan or project aims to ‘do better’.”10
Gender-responsive budgeting (GRB) — “is government planning, programming and budgeting that contrib-
utes to the advancement of gender equality and the [fulfilment] of women’s rights. It entails identifying and
reflecting needed interventions to address gender gaps in sector and local government policies, plans and
budgets. GRB also aims to [analyse] the gender-differentiated impact of revenue-raising policies and the
allocation of domestic resources and Official Development Assistance. GRB initiatives seek to create en-
abling policy frameworks, build capacity and strengthen monitoring mechanisms to support accountability
to women.”11
Gender roles — “Gender determines what is expected, allowed and valued in a woman or a man in a given
context. In most societies there are differences and inequalities between women and men in the respon-
sibilities they are expected to take up, the activities that are considered normal or acceptable, access to
and control over resources, and participation in decision-making.”12
Gender-sensitivity — helps generating respect for individuals, regardless of their sex. “Gender sensitivity
is not about [putting] women against men. On the contrary, education that is gender sensitive benefits
members of both sexes. It helps them determine which assumptions in matters of gender are valid and
which are stereotyped generalizations. Gender awareness requires not only intellectual effort but also
sensitivity and open-mindedness. It opens up the widest possible range of life options for both women
and men”13 A gender-sensitive approach to create, develop, and strengthen “institutional systemic and
human-resource capacity-building can foster gender balance in decision-making on, delivery of and access
to means and tools of implementation for mitigation of adaptation actions”14
Intersectionality — is the understanding that there are multiple interconnected factors of discrimination
(racism, sexism, homophobia, transphobia, xenophobia, classism, speciesism) affecting individuals. These
factors make up individuals’ experience of the world and cannot be looked at separately from another.
Intersectionality as a tool is used for analysis, advocacy and policy development.15
7 Ibid., p. 12.
8 Aguilar et al., p. 28.
9 ECOSOC. 1997. Report of the Economic and Social Council for 1997. UN Doc A/52/3, Chapter IV, section I (A), see
http://www.un.org/womenwatch/daw/csw/GMS.PDF.
10 Aguilar et al., p. 28.
11 UN Women. Home page: Gender Responsive Budgeting, see http://www.gender-budgets.org/.
12 UNDP. 2015. Gender Responsive National Communications Toolkit.
13 UNESCO. 2004. Gender-sensitivity: a training manual for sensitizing education managers, curriculum and material
developers and media professionals to gender concerns, p. vii.
14 UNFCCC.
15 Christodoulou, pp. 19-20.
42
Annex 1 | Glossary
Life-cycle approach — refers to the idea that when analysing women’s rights, one must look at their lives
from a pre-birth-to-death perspective. That discrimination of women’s human rights at one point of their
life might affect their access to other rights later on in life. Taking a holistic life-cycle approach means
that you see women’s rights from an intersectional and pre-birth-to-death perspective.
Productive work — refers to the work that “produces goods and services for exchange in the market
place (for income).” Men predominate in productive work and historically (in most societies) changes in
economic structure and productive activities have led to changes in the sexual division of labour and gen-
der relations.”16
Reproductive work — “involves all the tasks associated with supporting and servicing the current and
future workforce – those who undertake or will undertake productive work. Socially reproductive activities
include childcare, food preparation, care for the sick, socialisation of the young, attention to ritual and
cultural activities through which the society’s work ethic is transmitted, and the community sharing and
support which is essential to the survival of economic stress [...] Women and girls are mainly responsible
for this work which is usually unpaid.”17
Stereotypes (gender) — “Stereotypes exist in all societies. How we perceive each other can be deter-
mined through oversimplified assumptions about people based on particular traits, such as [gender], race,
sex, age, etc. They are based on socially constructed norms, practices and beliefs. They are often cultural,
and religion-based and -fostered, and reflect underlying power relations.”18 Gender stereotypes impede
the achievement of gender equality and the empowerment of women as they limit women to stereotypi-
cal gender roles.
Temporary special measures (TSMs) — are measures aiming to achieve gender equality by positive dis-
crimination; and should be discontinued once the objective of gender equality has been achieved. Article
4 of CEDAW states that TSMs (aimed at accelerating the de facto equality between women and men)
implemented by States Parties shall not constitute discrimination.19
Marginalisation — “is the level of inability of a system – such as a community, household, ecosystem, or
country – to cope with the adverse effects of a shock, for instance, one caused by climate change. Margin-
alisation is affected by the system’s exposure to, sensitivity to, and ability to adapt to these effects. Over-
all, vulnerability is dynamic and changes with time; place; and social, economic, and political conditions.”20
Female Genital Mutilation—All procedures that involve partial or total removal of the external fe-
male genitalia (clitoridectomies, excisions, infibulations) or other injury to the female genital organs
(pricking, piercing, incising, scraping), for non-medical reasons. The procedure has no health benefits
for girls and women and can cause severe pain and bleeding and problems urinating, and later cysts,
infections, as well as complications in childbirth and increased risk of newborn deaths.21
Femicide—The killing of women and girls on account of their gender, perpetrated or tolerated by both pri-
vate and public actors. It covers, inter alia, the murder of a woman as a result of intimate partner violence,
the torture and misogynistic slaying of women, the killing of women and girls in the name of so-called
honour and other harmful-practice-related killings, the targeted killing of women and girls in the context of
armed conflict, and cases of femicide connected with gangs, organized crime, drug dealers and trafficking
in women and girls.22
Gender—the socially constructed characteristics of women and men – such as norms, roles and relation-
ships of and between groups of women and men that vary from society to society and can be changed
and do not necessarily fit into binary male or female sex categories. While most people are born either
male or female, they are taught appropriate norms and behaviours – including how they should interact
with others of the same or opposite sex within households, communities and work places. When individ-
uals or groups do not “fit” or stray from established gender norms they often face stigma, discriminatory
practices or social exclusion.23
43
Annex 1 | Glossary
Gender Identity— One’s innermost concept of self as male, female, a blend of both or neither – how in-
dividuals perceive themselves and what they call themselves. One’s gender identity can be the same or
different from their sex assigned at birth.24
Gender Norms—a set of “rules” or ideas us the way women and men “should” look and/or behave that are
not based in biology, but instead determined culture or society.25
Harassment—The act of systematic and/or continued unwanted and annoying actions of one party or a
group, including threats and demands, harassment can include “sexual harassment” or unwelcome sexual
advances, requests for sexual favours, and other verbal or physical harassment of a sexual nature. Harass-
ment does not have to be of a sexual nature, however, and can include remarks about the person’s sex. 26
Marital rape— any unwanted sexual acts by a spouse or ex-spouse that is committed without the other
person’s consent. Such illegal sexual activity are done using force, threat of force, intimidation, or when a
person is unable to consent. The sexual acts include intercourse, anal or oral sex, forced sexual behaviour
with other individuals, and other sexual activities that are considered by the victim as degrading, humiliat-
ing, painful, and unwanted. It is also known as spousal rape.27
Rape— Any non-consensual penetration, no matter how slight, of the vagina or anus with any body, part or
object, or oral penetration by a sex organ of another person where the penetration is of a sexual nature as
well as any other non-consensual acts of a sexual nature by the use of coercion, violence, threats, duress,
ruse, surprise or other means, regardless of the perpetrator’s relationship to the victim. Causing another
person to engage in non-consensual acts of a sexual nature with a third person is also considered as
rape.28
Sexual Assault— any type of sexual contact or behaviour that occurs without the explicit consent of the
recipient. Falling under the definition of sexual assault are sexual activities as forced sexual intercourse,
forcible sodomy, child molestation, incest, fondling, and attempted rape.29
Sexual Identity—An inherent or immutable enduring emotional, romantic or sexual attraction to other
people, or lack thereof.30
Unpaid Work—Work that produces goods and services, but which carries no direct remuneration or other
form of payment. In its narrow definition, it refers to housework and care work. Unpaid work is unevenly
distributed among women and men, with women having a higher participation rate in this unremunerated
work.31
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Further Reading:
IFRC. 2011. Project/programme monitoring and evaluation (M&E) guide. See: http://www.ifrc.org/Global/
Publications/monitoring/IFRC-ME-Guide-8-2011.pdf
UNDP. 2009. Handbook on Planning, Monitoring and Evaluating for Development Results. See:
http://web.undp.org/evaluation/evaluations/handbook/english/documents/pme-handbook.pdf
USAID. 2014. Toolkit for monitoring and evaluating gender-based violence interventions along the relief to
development continuum. See : https://www.usaid.gov/sites/default/files/documents/2151/
Toolkit%20Master%20%28FINAL%20MAY%209%29.pdf
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https://www.unicef.org/vietnam/GENDER_TA.pdf
DFID. 2008. The Gender Manual: A pratical guide. See: http://webarchive.nationalarchives.gov.uk/+/http:/
www.dfid.gov.uk/Documents/publications/dfid-gender-manual-2008.pdf
46
Annex 3 | Questionnaire
Annex 3: Questionnaire
I Basic Questionnaire
As a rule of thumb for the statistical analysis it is good to have at least 30 persons of each subgroup
to be analysed:
⚫ at least 30 women from rural, peri-urban and urban setting and
⚫ at least 30 men from from rural, peri-urban and urban setting
→ that leads to at least 180 people to be interviewed
47
Annex 3 | Questionnaire
Interview
We want to give a significant VOICE to local people: to find out what are perceptions of women and men
in their daily life, how they perceive their living conditions, comparing men and women, old and young
persons, rural and urban persons and how are these changing over time, during the next 5 years. The data
will be gathered anonymously, collected for each country and put on a website/mobile phone app. The
data will give additional data to the national data which are presented by the national statistical commit-
tees and the national government.
It is part of a world wide project in the framework of the Sustainable Development Goals (SDG), funded
by the EU. The aim of the SDGs is to improve the life of the population in a sustainable way. 17 goals have
been agreed on by all UN nations. For more information, please check out https://sustainabledevelopment.
un.org/sdgs and https://www.facebook.com/women2030/
Gender □ Male
□ Female
Marital □ Single
Status □ Married □ Officially registered married by the state
□ Separated/Divorced □ Officially registered divorced by the state
□ Widow/Widower
Judge your living conditions in terms of economic situation ___ (1 = very good, 2 = good, 3 = bad, 4 = very
bad)
(SDG target 1.4: By 2030, ensure that all men and women, in particular the poor and the vulnerable, have equal rights to econo-
mic resources, as well as access to basic services, ownership and control over land and other forms of property, inheritance,
natural resources, appropriate new technology and financial services, including microfinance)
Indicator: Percentage of women/men indicating that their living conditions in terms of economic situation are bad or very bad
48
Annex 3 | Questionnaire
Judge your living conditions in terms of housing ___ (1 = very good, 2 = good, 3 = bad, 4 = very bad)
(SDG target 11.1: By 2030, ensure access for all to adequate, safe and affordable housing and basic services and upgrade
slums)
Indicator: Percentage of women/men indicating that their living conditions in terms of housing are bad or very bad
Judge your living conditions in terms of water ___ (1 = very good, 2 = good, 3 = bad, 4 = very bad)
(SDG target 6.1: By 2030, achieve universal and equitable access to safe and affordable drinking water for all)
Indicator: Percentage of women/men indicating that their living conditions in terms of water are bad or very bad
Judge your living conditions in terms of sanitation ___ (1 = very good, 2 = good, 3 = bad, 4 = very bad)
(SDG target 6.2: By 2030, achieve access to adequate and equitable sanitation and hygiene for all and end open defecation,
paying special attention to the needs of women and girls and those in vulnerable situations)
Indicator: Percentage of women/men indicating that their living conditions in terms of sanitation are bad or very bad
Judge your living conditions in terms of energy ___ (1 = very good, 2 = good, 3 = bad, 4 = very bad)
(SDG target 7.1: By 2030, ensure universal access to affordable, reliable and modern energy services)
Indicator: Percentage of women/men indicating that their living conditions in terms of energy are bad or very bad
TO WOMEN: Do you have decent sanitation and hygiene conditions and were you able to wash and
change in privacy during your last menstrual period1 ?
Indicator: Percentage of women indicating that they have decent sanitation and hygiene conditions and able to wash and chan-
ge in privacy during the last menstrual period at home
Indicator: Percentage of women indicating that they have decent sanitation and hygiene conditions and able to wash and chan-
ge in privacy during the last menstrual period at work
Do you have a daughter or personally know a girl in your family or neighbourhood in age of puberty
(between 10 and 18 years old) who goes to school?
yes □ no □
If yes: does your daughter or this girl have decent sanitation and hygiene conditions at school and is
she able to wash and change in privacy in school during her last menstrual period?
Indicator: Percentage of women indicating that their daughters have decent sanitation and hygiene conditions and able to wash
and change in privacy during the last menstrual period at school
49
Annex 3 | Questionnaire
What, in your opinion, can help to improve equality between women and men in your community/
neighbourhood?
Rank according to priority from 1 to 8 (1 is the highest priority)
___ get official marriage/divorce papers for women
___ campaign to stop violence against women
___ safer public transportation
___ punish parents/religious organisations for underage marriage
___ pre-school for children from 3-5 years old
___ more paid work for women
___ equal pay for women doing the same work as men
___ others: ________________________________________________________________________________________________
5. Question about time spent for paid, unpaid work and leisure time
How much time do you spend for (in hours per day):
(SDG target 5.4: Recognize and value unpaid care and domestic work through the provision of public services, infrastructure
and social protection policies and the promotion of shared responsibility within the household and the family as nationally
appropriate)
Indicator: Time (Hours per day) women and men indicate to spend on unpaid work
Income generation (paid work, producing food or others for sale, agricultural activi-
ties, going to the market for sale)
Domestic work such as preparing meals, cleaning the house, maintenance of house &
garden, fetching water, fetching firewood, child care, voluntary work, public activities
Free time and relaxing like watching TV, playing games, reading, etc
50
Annex 3 | Questionnaire
SDG 5 target 5.4. Recognise and value unpaid care and domestic work through the provision of public
services, infrastructure and social protection policies and the promotion of shared responsibility within the
household and the family as nationally appropriate.
Who does what kind of labour (unpaid and paid work, work within the household, work for wages outside
the household)? How much time do women and men spend on these different tasks? How is it done and
when? Why is it done? How do people perceive these differences? What are the differences between age
groups? Differences between urban and rural areas?
SDG 1.4 By 2030, ensure that all men and women, in particular the poor and the vulnerable, have equal
rights to economic resources, as well as access to basic services, ownership and control over land and
other forms of property, inheritance, natural resources, appropriate new technology and financial services,
including microfinance.
Who has access, power and control over natural and productive resources (e.g. land), income, information,
time, technologies and services. How is the access, power and control (legally) granted? Why is this so?
Is it fair (e.g. it helps us to identify who has the better means to opportunities and where are the barriers;
will tell us a lot about existing power relations)? What are the differences between age groups? Differen-
ces between urban and rural areas?
3. Recognition of differentiated needs and interests of women and men regarding water and
sanitation
SDG 6.2 By 2030, achieve access to adequate and equitable sanitation and hygiene for all and end open
defecation, paying special attention to the needs of women and girls and those in vulnerable situations
Is there a broad understanding and awareness of different needs of women and men? (for example
menstrual hygiene) Do women and men have equal access to water and sanitation at work/at school?
Can women and girls manage their menstruation safely without problems (having access to MHM pro-
ducts, can go to school/work)? Did you use any materials such as sanitary pads, tampons or cloth?
Were they re-usable? Were you able to purchase them?
51
Annex 3 | Questionnaire
SDG 5 target 5.5 Ensure women’s full and effective participation and equal opportunities for leadership
at all levels of decision-making in political, economic and public life
Who has the ability to make decisions in the household and in the public sphere (i.a. it helps us to under-
stand how benefits are shared)? How is the decision-making power granted? Why is this so? Is it fair?
5. Domestic Violence
SDG 5 Have you experienced forms of domestic violence against yourself? Have your relatives or friends
experienced domestic violence? What type of violence? What about economic violence?
Differences between age groups
You might ask the question like this2 : Sometimes a husband is annoyed or angered by things that his wife
does. In your opinion, is a husband justified in hitting or beating his wife in the following situations :
If she goes out without telling him? If she neglects the children? If she argues with him? If she refuses to
have sex with him? If she burns the food?
SDG 5 target 5.1. End all forms of discrimination against all women and girls everywhere
Description: Who has which rights by law? How are men and women differently treated by customary
and formal legal codes and the judicial system (e.g. inheritance, employment and legal representation)?
Why is this so? Is it fair? What measures are taken to ensure that these laws are adhered to?
7. Most Vulnerable
SDG 1 and 5 What are the most vulnerable groups and who are the most vulnerable people within
those groups ? How is this reflected (financially, exposure to contamination)? Why is this so (single
headed household, rural, disability, migrant, widow, minority, sexual orientation, age, other reasons)
Footnotes
1
Taken from the UNICEF MICS6 survey
2
Taken from the UNICEF MICS6 survey
52
Annex 4 | Template
Personal data
No keep for all questions the same no for the same person!
please put this no on the paper questionnaire as well and keep the papers!
Do women participate in
1 = totally agree, 2 = agree, 3 = disagree, 4 =
Question 3 community/neighbourhood
totally disagree, 9 = I do not know
meetings?
53
making the 2030 goals
a reality!
WECF e.V.
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D - 80331 München
Phone: +49-89-23239380
Fax: +49-89-232393811
WECF France
Cité de la Solidarité Internationale
13 Avenue Emile Zola
F - 74100 Annemasse
Phone: +33-450-834810
www.wecf.org
www.women2030.org