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STEP 1A | Gender Assessment Resources: Review/Screening
The first activity in a Gender Assessment is usually a screening overview /desk review to determine whether more detailed work is needed. The screening exercise would typically involve a desk review, brief surveys and analysis of available data.
If this screening identifies significant gender-based risks, constraints, or opportunities, further gender analysis may be undertaken such as data collection or an institutional analysis to help develop gender-related design features.
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Resource |
Description |
Source |
| UNIDO Gender Tools | These tools include a gender marker user guide, gender mainstreaming checklist for projects, and ToR templates, among others. | United Nations Industrial Development Organization |
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This tool provides examples of energy projects, the types of gender issues to be encountered, and the sort of data that needs to be collected for monitoring and evaluation. |
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Checklist on Integrating Gender into Energy Operations | Download Resource |
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Responsive Rapid Social Assessment | Download Resource |
Helps task teams to understand the inherent differences between women and men in specific social groups mediated by other social characteristics such as age and ethnicity. This provides a more in-depth analysis of the social fabric and is best conducted by a gender specialist or social scientist. |
World Bank (2005). Adapted from: Gender-Responsive Social Analysis: A Guidance Note. |
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Energy Policy Analysis | Download Resource |
Provides a comprehensive overview of the policy context to identify entry points and actions needed for integrating gender and energy into the policy dialogue. |
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| Country Gender Assessments, Various Countries. ADB, 1998-2013 |
These reports provide an overview of gender and social inclusion issues in the ADB's developing member countries and analyze the various social identities and their impact on development outcomes. |
http://www.adb.org/documents/series/country-gender-assessments%3Fref%3Dthemes/gender/publications |
| Country Gender Profiles. Various Countries AfDB, 2004-2013 |
This series of Country Reports analyze: Socio Economic Context; Sectors (Agriculture, Health, Education, Tourism, Infrastructure); Cross-cutting issues (HIV/AIDS, Governance, Environment, GBV); Country Gender Profiles; Institutional Framework; Gender Policy, Institutional and Legal Frameworks; etc. |
http://www.afdb.org/en/documents/project-operations/country-gender-profiles/ |
| Gender Briefing Notes: Energy Access, Renewable Energy, Biomass Energy and Energy Efficiency in Homes | Brief Notes focusing on core gender issues, strategies, entry points, good practices and indicators |
European Union Energy Initiative - Partnership Dialogue Facility (EUEI PDF). May 2013 |
| Gender Integration Checklist - Biomass Energy Strategies | Checklist from Planning, Implementation, Monitoring and Evaluation on Integrating Gender into Biomass Energy Strategies | European Union Energy Initiative - Partnership Dialogue Facility (EUEI PDF). May 2013 http://www.euei-pdf.org/services |
| Gender Integration Checklist - Renewable Energy Policy | Checklist from Planning, Implementation, Monitoring and Evaluation on Integrating Gender into Renewable Energy Policy |
European Union Energy Initiative - Partnership Dialogue Facility (EUEI PDF). May 2013 |
| Gender Integration Checklist - Rural Energy Agencies (REA) | Checklist from Planning, Implementation, Monitoring and Evaluation on Integrating Gender into Rural Energy Agencies |
European Union Energy Initiative - Partnership Dialogue Facility (EUEI PDF). May 2013 |
| Gender Integration Checklist - Project Management |
Checklist from Planning, Implementation, Monitoring and Evaluation on Integrating Gender into Biomass Energy Strategies |
European Union Energy Initiative - Partnership Dialogue Facility (EUEI PDF). May 2013 |
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STEP 1B | Gender Assessment - Data Collection Tools
Data can be collected using quantitative and qualitative methods. Data collection can stand alone or be integrated into ongoing project survey/data collection.
For example, sources of information useful for the gender assessment that are commonly available without dedicated data gathering include energy access and end-use data (e.g. from utilities and household surveys); energy policy, legal and regulatory frameworks and budgets; policies and laws outside the energy sector but impacting energy sector activities (e.g. in the areas of industry, labor, and land ownership); household survey information for poverty assessments, social assessments in other sectors, and household energy surveys related to other energy sector projects.
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Resource |
Description |
Source |
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Module for Gender Disaggregated Energy Base Line Survey | Download Resource |
This survey questionnaire is based on World Bank Working Paper No. 90: Energy Policies and Multi-topic Household Surveys: Guidelines for Questionnaire Design in Living Standards Measurement Studies. |
World Bank (2007). Adapted from: Working Paper No. 90: Energy Policies and Multi-topic Household Surveys: Guidelines for Questionnaire Design in Living Standards Measurement Studies. |
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Focus Groups and Other Participatory Tools | Download Resource |
This section provides examples of participatory tools which are used for gathering mainly qualitative data. It provides guidance on how to conduct focus group discussions. These approaches can be used in combination with quantitative household surveys. |
University of Twente(1997). Gender in Energy Training Pack (Technology and Development Group, Occasional Paper No 9), University of Twente, Enschede, The Netherlands. |
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Assessing Access and Control over Resources | Download Resource |
Identifies areas of adjustment needed to ensure intended beneficiaries can afford the resources required to adopt a particular intervention. |
ENERGIA (2005). Adapted from Gender Face of Energy (Module 2), Gender Tools for Energy Projects (www.energia.org). |
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Annotated Outline and Presentation of a Gender Assessment Report | Download Resource (forthcoming) |
Examples of the village level assessments in Mali and Senegal – including the annotated outline of the assessment report, specific analysis/graphs used during the analysis and draft presentations shown to governments after the assessment. |
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Identify Potential Impact of Intervention by Gender | Download Resource |
Helps Project Managers to identify potential benefits and disadvantages of a particular project intervention disaggregated by gender. It allows adjustments that need to be made to minimize any negative effects by the introduction of a new energy technology. |
ENERGIA (2005). Adapted from Gender Face of Energy (Module 2), Gender Tools for Energy Projects (www.energia.org). |
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The portal covers demography, education, health, labor force and employment, and political participation. |
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STEP 1C | Gender Assessment – Institutional Capacity Analysis
Identifies an organization’s constraints and capacity to effectively support mainstreaming of gender considerations in energy programs.
The resources below can be used to help assess and design capacity building for organizations to implement gender mainstreaming in project activities. They can also be used to assess the gender balance within the organizations.
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Resource |
Description |
Source |
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| Energy Agency Gender Focal Unit (GFU) TOR | Energy Agencies have the commitment to ensure that gender issues are appropriately and systematically mainstreamed throughout its programs, projects, and processes over time, this TOR defines what the role of the Gender Focal Point will do to ensure the achievement of the above commitments. | TOR | |
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Sample Questionnaire for Organizational Assessment Survey | Download Resource |
This questionnaire is part of a gender assessment of an organization to establish the baseline situation. The overall objective is to develop a realistic and practical Gender Mainstreaming Action Plan and Capacity Building Plan. |
World Bank AFREA Gender and Energy Program (2010) for the Kenya Agricultural Productivity and Agribusiness Program (KAPAP). |
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Interview Guide for Organizational Assessment | Download Resource |
Semi-structured interviews can be used to explore issues related to gender mainstreaming within an organization. It can be used together with the survey outlined above. Since it is a more intensive data gathering tool, it should only be conducted with a small sample of staff which should be representative of the different functions, and grades. It should also be gender balanced. |
Ceselski, L., and Dutta, S., 2011. Mainstreaming Gender in Energy Projects: A Practical Handbook, ENERGIA (www.energia.org). |
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Gender Mainstreaming within Organizations| Download Resource |
This tool identifies the gaps in an organization’s capacity to plan and implement energy projects. It also helps to analyze an organization in terms of its perspective on gender mainstreaming within the human resources policy of the organization itself. It can be used to create an empirical baseline to set targets and to measure progress of the organization on gender mainstreaming |
Ceselski, L., and Dutta, S. (2011). Mainstreaming Gender in Energy Projects: A Practical Handbook, ENERGIA (www.energia.org) |
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Organizational Analysis | Download Resource |
This tool identifies capacity building needs for developing a gender-sensitive organization. It analyses the current situation in terms of the staff training available for developing gender approaches to energy project formulation and implementation as well as gender approaches within the organizational culture. Task teams can use this tool as part of a participatory self-assessment/evaluation. |
Ceselski, L., and Dutta, S., 2011. Mainstreaming Gender in Energy Projects: A Practical Handbook, ENERGIA (www.energia.org) |
Gender: Social Inclusion in the Energy Sector | Online Resources