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Plan of Action 2003-2006
Approved by the Seventy-Eighth Session of the Executive Board
in April 2003
Summary
During IFADs 25 years of existence, gender equality and womens
empowerment have gained increasing importance, both as objectives and
as instruments for poverty reduction. In its operations, IFAD aims to:
expand womens access to and control over fundamental assets
capital, land, knowledge and technologies; strengthen womens agency
their decision-making role in community affairs and representation
in local institutions; and improve well-being and ease workloads by facilitating
access to basic rural services and infrastructures. IFADs action
is guided by the principle that development initiatives should incorporate
the priorities and needs of both women and men and give them equal opportunities
to access benefits and services. In this way, IFAD seeks to address the
structural inequalities that prevent women from realizing their potential
as human beings, producers and agents of change in the fight against poverty.
The Plan of Action 2003-2006 is a first step towards operationalizing
those principles and objectives of the Strategic
Framework for IFAD 2002-2006 related to gender mainstreaming and womens
empowerment. It aims to systematize and scale up ongoing efforts to mainstream
a gender perspective in different aspects of IFADs work and to
comply with the many United Nations commitments, most recently with the
United Nations Economic and Social Council (ECOSOC) Resolution E/2002/L.14,
Mainstreaming a Gender Perspective in all Policies and Programmes of the
United Nations.
With specific reference to IFADs programmatic work, gender
mainstreaming is defined as the process by which reducing the gaps
in development opportunities between women and men and working towards
equality between them become an integral part of the organizations
strategy, policies and operations, and the focus of continued efforts
to achieve excellence. Thus gender mainstreaming is fully reflected, along
with other core priorities, in the mindset of IFADs leadership
and staff, its values, resource allocations, operating norms and procedures,
performance measurements, accountabilities, competencies, and its learning
and improvement processes.
The Plan of Action (POA) was developed by the IFAD-wide Working Group
on Gender in Projects and Programmes, coordinated by the Technical Advisory
Division (PT). It builds on IFADs experience to date, as well as
on recommendations stemming from a two-day workshop held in June 2002
on Gender Equity and the Empowerment of Poor Rural Women Operationalizing
IFADs Strategic Framework.
The POA establishes a common framework within which region- and country-specific
strategies will be designed and implemented. In line with IFADs
increased emphasis on monitoring performance and impact, a set of time-bound
and verifiable indicators is specified for monitoring implementation progress.
The POA relates essentially to programmatic actions directly under IFADs
control. For the most part, actions identified do not entail additional
tasks or resources. However, IFAD will be seeking incremental funds to
accelerate the implementation process and the consequent results
in terms of field impact and accelerated learning.
Given its focus on programmatic activities, the POA does not address
IFAD workplace-related gender issues. However, efforts to create gender
balance within IFAD at all professional levels will be pursued in parallel.
By enabling a more equitable access by women and men to development
opportunities, together with the design of more sustainable development
responses, the POA will help IFAD perform better. In addition, enhanced
learning on effective development approaches will contribute to strengthening
IFADs role in policy dialogue and advocacy. Implementation of the
POA will be an important tool in improving the effectiveness of IFADs
investments and their contribution to poverty reduction and the Millennium
Development Goals.
Abbreviations
and acronyms
|
| AP |
Assistant President |
| AWP/B |
Annual Workplan and Budget |
| CI |
Cooperating Institution |
| COSOP |
Country Strategic Opportunities Paper |
| CPM |
Country Portfolio Manager |
| ECP |
Extended Cooperation Programme |
| GDI |
Gender-Related Development Index |
| GEM |
Gender Empowerment Measure |
| M&E |
Monitoring and Evaluation |
| MTR |
Mid-Term Review |
| NGO |
Non-Governmental Organization |
| OE |
Office of Evaluation (IFAD) |
| OL |
Office of the General Counsel (IFAD) |
| PDT |
Project Development Team |
| PMD |
Programme Management Department (IFAD) |
| PMU |
Project Management Unit |
| POA |
Plan of Action |
| PRPP |
Progress Report on the Project Portfolio |
| PSR |
Project Status Report |
| PT |
Technical Advisory Division (IFAD) |
| PTGFP |
Gender Focal Point, Technical Advisory Division |
| TAG |
Technical Assistance Grant |
| TRC |
Technical Review Committee |
| WGGPP |
Working Group on Gender in Projects and Programmes |
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Definitions1
Gender
The term gender refers to culturally based expectations
of the roles and behaviours of women and men. The term distinguishes
the socially constructed from the biologically determined aspects
of being male and female. Unlike the biology of sex, gender roles
and behaviours and the relations between women and men (gender
relations) can change over time, even if aspects of these roles
originated in the biological differences between the sexes.
Gender Equality
In IFADs terminology, gender equality means
that women and men have equal opportunities, or life chances, to
access and control socially valued goods and resources. This does
not mean that the goal is for women and men to become the same,
but it does mean that we will work towards equal life chances for
both sexes. In order to achieve this, it is sometimes necessary
to empower, or build up groups that have limited access
to resources. For example, to undertake special actions, such as
providing day care for children, to enable women to participate
along with men in training workshops. Or to provide credit to rural
women because their access to productive resources is restricted.
Or to establish educational programmes for boys in Latin America,
where their school attendance is weak compared to that of girls.
Gender Equity
Gender equity means fair treatment for both women
and men, according to their respective needs. This may include equal
treatment or treatment that is different but that is considered
equivalent in terms of rights, benefits, obligations and opportunities.
In the development context, a gender equity goal often requires
built-in measures to compensate for the historical and social disadvantages
of women.
Gender Mainstreaming
For IFAD as an institution, gender mainstreaming
is the process by which reducing the gaps in development opportunities
between women and men and working towards equality between them
become an integral part of the organizations strategy, policies
and operations, and the focus of continued efforts to achieve excellence.
Thus gender mainstreaming is fully reflected, along with other core
priorities, in the mindset of IFADs leadership and staff,
its values, resource allocations, operating norms and procedures,
performance measurements, accountabilities, competencies, and its
learning and improvement processes.
In IFADs development activities, gender mainstreaming
implies assessing the implications for women and men of any planned
action, including legislation, and ensuring that their concerns
and experiences are taken fully into account in the design, implementation,
monitoring and evaluation of all development activities. The aim
is to develop interventions that overcome barriers preventing women
and men from having equal access to the resources and services they
need to improve their livelihoods.
Empowerment
Empowerment is about people taking control of their lives. It is
about people pursuing their own goals, living according to their
own values, developing self-reliance, and being able to make choices
and influence both individually and collectively
the decisions that affect their lives. Empowerment is a process,
which can be long and complex. For women and men to be empowered,
conditions have to be created to enable them to acquire the necessary
resources, knowledge, political voice and organizational capacity.
Back
to top
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| I. Gender Mainstreaming and Womens
Empowerment in IFAD |
| Guiding Principles
1. During IFADs 25 years of existence, gender equality and
womens empowerment have gained increasing importance, both
as objectives and as instruments for poverty reduction2.
As part of its poverty focus, the Fund recognizes women as a target
group deserving special attention3.
In its operations, IFAD aims to: expand womens access to
and control over fundamental assets capital, land, knowledge
and technologies; strengthen womens agency their
decision-making role in community affairs and representation in
local institutions; and improve well-being and ease workloads by
facilitating access to basic rural services and infrastructures.
IFADs action is guided by the principle that development
initiatives should incorporate the priorities and needs of both
women and men and give them equal opportunities to access benefits
and services4. In this way, IFAD seeks
to address the structural inequalities that prevent women from realizing
their potential as human beings, producers and agents of change
in the fight against poverty.
2. IFAD has also learned that when the different roles and needs
of women and men are not taken into account in project design and
implementation, development interventions are less effective. But
above all, IFAD has increasingly come to recognize that womens
social and economic advancement is critical to the reduction of
poverty and food security. In all IFAD-financed operations, women
have demonstrated their enormous potential for becoming agents of
change. Working towards gender equality and womens empowerment
means enabling women to express that potential, to the benefit of
their households and their communities.
3. Based on analysis of the specific roles and needs of women and
men in a given context, IFAD-supported projects and programmes are
designed to include women and men both, giving them equal opportunities
to access benefits and resources, and enabling them to realize their
potential as human beings and economic agents. In parallel, project
design and implementation-specific measures are undertaken to empower
women to acquire the means and ability to participate in the mainstream
of economic and social development, as well as in the decisions
that affect their lives and those of their families.
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Within IFADs policy and programmatic
focus on poverty targeting, the poverty group deserving more particular
attention is poor rural women, who are the most significant suppliers
of family labour and efficient managers of household food security.
IFAD, 1998a, p. 23 |
| II. Policy orientation
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| 4. IFADs commitment to gender equality and womens
empowerment has been set out in a number of milestone documents:
the 1992 policy paper on IFADs Strategies for the Economic
Advancement of Rural Women; IFADs lending documents; the
regional strategies prepared in 2001; and, for some regions, specific
approach papers on gender5. Its commitment
is also highlighted in the recently formulated Strategic
Framework for IFAD 2002-2006.
5. The framework builds on the Funds experience in working
with rural poor women and men and positions IFAD to contribute to
the Millennium Development Goals. It recognizes that addressing
gender inequalities and building womens capabilities are
essential conditions for achieving impact on poverty and malnutrition
worldwide6. Thus gender inequality is
viewed as both a root cause of poverty and an expression of social
injustice. The framework states that attention to gender issues
should continue to be an overarching concern in pursuing IFADs
strategic objectives. The framework also emphasizes the need for
better targeting and impact monitoring, and for basing project design
on the needs and perceptions of the poor themselves. It recognizes
that to achieve these objectives, efforts and resources should be
significantly scaled up and new priorities established.
6. The framework also points to the importance of empowerment and
institution-building, seen as integral components of poverty reduction.
Change will only be sustainable if rural poor women and men acquire
greater capacity to influence the decisions public and private
that affect their lives. The framework links political empowerment
to economic empowerment: the poor will only have the political power
to influence the economic rules of the game in their
favour when they have gained access to financial and productive
assets (markets, natural resources and technology). Both principles
are of special relevance to women, who have less voice than men
in public affairs, and fewer assets and income-earning opportunities.
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The Loan Parties and the Project Parties shall
ensure that the resources and benefits of the Project, to the fullest
extent practicable, are allocated among the target population using
gender disaggregated methods.
IFAD, 1999a, section 7.13, p. 18 |
Achievements to Date
7. Over the years, IFAD-supported projects have achieved a great
deal in terms of improving womens socio-economic status and
well-being. The thematic review of gender mainstreaming undertaken
for the Progress
Report on the Project Portfolio for 2000, based on extensive
regional reviews, documented both achievements and challenges at
the field level.7
8. There has been improvement in the way gender issues and womens
empowerment are addressed throughout the project cycle, starting
with project design. A systematic review of all formulation reports
from a gender perspective, the issuing of checklists and guidelines
to design-mission members and greater awareness among IFAD staff
have all contributed to this improvement.
9. The recent External Review
of the Results and Impact of IFAD Operations noted successes
in progress towards gender equality in IFAD-financed projects, as
well as in policy dialogue and innovation. However, it highlighted
the need to ensure greater continuity between design and implementation
in order to integrate women more fully into mainstream development
activities, and to promote womens access to productive resources
and community management.8
10. Gender programmes financed through generous contributions from
donor countries have greatly increased the capacity of project management
teams and partner organizations to address gender concerns during
project implementation. They have contributed to our learning with
respect to development approaches to empowering women. They have
also enabled IFAD to strengthen staff capacity at headquarters by
acquiring additional gender expertise.9
11. In 2003-2004, IFADs Office of Evaluation (OE) will undertake
an evaluation of IFADs approaches to and policy on gender
equity and empowerment. This may lead to a new policy paper on gender
that would build on lessons learned regarding the effectiveness
of different perspectives, taking into account particularly the
perspectives of rural poor women and men.
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Before we started baking we did not earn anything.
We only did our household chores which we still do now
and we helped out in the field, together with our children. Now we
have our own money. For the first time, our husbands help us in the
housework, because we also work just like them.
Maria Luisa López, Peru, IFAD, 2001a
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| III. The Plan of
Action |
Why a Plan of Action?
12. As stated in IFADs strategic framework, in order to
reduce poverty and achieve the Millennium Development Goals, governments
and the donor community have been called upon to increase and focus
efforts significantly to redress gender imbalances and empower rural
poor women. In meeting this challenge, IFAD builds on the rich experience
generated through its field operations and special programmes implemented
by several divisions. What is needed now is to systematize efforts,
generalize best practices across IFAD, fine-tune successful approaches,
monitor performance on a regular basis, and be more effective in
measuring impact.
13. At the field level, the challenge is to increase efforts
in collaboration with our partners to test, implement
and scale up effective and innovative approaches to redress gender
imbalances and improve the social and economic status and representation
of rural poor women. These approaches will, in many cases, be specific
to a region or even a country.
14. For IFAD as an institution, the challenge
is to make further progress in integrating gender concerns into
the core work of all IFAD staff and specifically within its programme
dimension. In this context, gender mainstreaming
is defined as the process by which reducing the gaps in development
opportunities between women and men and working towards equality
between them become an integral part of the organizations
strategy, policies and operations, and the focus of continued efforts
to achieve excellence. Thus gender mainstreaming is fully reflected,
along with other core priorities, in the mindset of IFADs
leadership and staff, its values, resource allocations, operating
norms and procedures, performance measurements, accountabilities,
competencies, and its learning and improvement processes.
15. The Plan of Action has been developed as an instrument for
gender mainstreaming, the ultimate goal being to ensure gender-equitable
access to project resources and benefits and to promote broader
equality in rights and opportunities. More specifically, the plan
aims to:
-
translate the principles and objectives of the strategic framework
into a set of concrete actions to be taken to mainstream gender,
accompanied by specific, verifiable and time-bound indicators
to monitor performance;
-
fine-tune and generalize progress in design, while increasing
emphasis on implementation, learning and innovation, policy
and partnerships, by building on and generalizing IFAD best
practices; and
-
implement United Nations recommendations regarding the mainstreaming
of a gender perspective in the operations of the United Nations
family.10
16. The plan was developed by the IFAD-wide Working Group on Gender
in Projects and Programmes (WGGPP), coordinated by the Technical
Advisory Division (PT) in consultation with other IFAD staff. It
builds on IFADs experience to date, as well as on recommendations
stemming from a two-day workshop held in June 2002 on Gender Equity
and the Empowerment of Poor Rural Women Operationalizing
IFADs Strategic Framework.
17. Work leading up to the plan has been facilitated by gender
initiatives funded principally by Italy, Japan, The Netherlands,
Norway and IFAD itself through the gender-related technical assistance
grant (TAG) programme.11 These initiatives
have expanded the core group of professionals both within
IFAD and in the regions working on gender issues in IFADs
operations and actively participating in the WGGPP, thus making
an essential contribution to the development of the plan. The grant-funded
programmes have generated and continue to generate
knowledge, best practices, tools and guidelines. These programmes
have also improved project outreach to women and enabled a more
equitable impact on womens and mens livelihoods. When
shared and adapted to other regional contexts, they can greatly
contribute to the implementation of the actions envisaged in the
plan.
18. The Programme to support Gender Mainstreaming in IFADs
Projects and Programmes, cofinanced by Italy and IFAD and managed
by PT (closing at the end of 2003), has provided the essential technical
and financial support for the preparation of the plan.
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The full and equal participation of women in rural
institutions and decision-making and specific measures to improve
the status of women are still critical to any strategy aimed at the
improvement of the situation of rural women.
United Nations, 1999 |
| Scope of the Plan of Action 19. The plan
focuses on improvements needed inside IFAD, as an institution, to
enable impact outside, in the lives of poor women and men.
Gender-sensitive implementation will be facilitated by good design,
a statement of the centrality of gender concerns in the loan agreement,
discussion of gender in the start-up workshop, and greater emphasis
by supervision on gender issues. More systematic coverage of gender
issues in evaluation will yield important lessons for the design
and implementation of new projects and for the adjustment of programmes
in mid-course. Similarly, improved learning and information sharing
will enable replication of best practices and cross-fertilization
between regions and countries.
20. The plan establishes a common framework within which region-
and country-specific approaches will be designed and implemented.
There is no single recipe for all situations, nor is gender mainstreaming
the only instrument for improving the well-being and status of women.
This is reflected in IFADs regional strategies, developed
in line with the framework, and which address gender and womens
empowerment issues with different approaches and entry points for
the diverse regional and subregional contexts.12
The plan sets minimum standards and establishes a common framework
within which the divisions will develop specific strategies and
approaches. Each division will need to determine how, with what
resources, and within what time frame it will achieve the established
targets, and incorporate these measures into its divisional workplan
and budget. Timing and modalities will vary according to how advanced
each division is in addressing gender dimensions in the various
aspects of its work and the gender situation in the countries it
covers.
21. The plan does not deal with specific development approaches
in working with women. Sector-specific approaches that have
either proved successful or represent special challenges have been
identified by: the Thematic Portfolio Review, through research undertaken
in the context of the regional programmes; the Thematic Reminders
included in Memory Checks for Project and Programme Design
Household Food Security and Gender; the Gender Learning Notes
on IFADs Web site; and numerous thematic and country studies.13
In the future, IFAD will intensify its efforts to capture, share
and replicate best practices in key areas of concern in various
sectors, from rural finance to agricultural extension and community
development approaches.
22. The plan refers exclusively to IFADs role at the
programme level. Although the plan does not address workplace-related
gender issues, it is important that efforts to create a gender balance
within IFAD at all professional levels be pursued in parallel.
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Because the reasons for rural poverty are complex,
proposed solutions need to be multifaceted and adapted to local contexts,
taking gender, social and political issues into account.
IFAD, 2002a |
Action Areas and Objectives
23. The Plan of Action includes 25 actions in the following key
areas
1. Impact achievement in the project cycle
- Country Strategic Opportunities Papers (COSOPs) articulate
IFAD gender- and poverty-targeting strategies for a country.
- Project design fully integrates gender concerns.
- Loan agreement explicitly addresses gender equality concerns.
- Project implementation ensures gender-equitable participation
in and benefit from project activities.
- Supervision supports gender mainstreaming.
- Efforts are expanded to ensure that implementation support
for gender mainstreaming is available as needed.
2. IFAD as a catalyst: policy and partnerships, learning and
innovation
- IFAD expands its capacities to generate, capture and share
knowledge on gender and development.
- IFAD strengthens its advocacy role in favour of rural women.
3. Accountability and monitoring
- Institutional accountability for gender mainstreaming is improved.
- Regular monitoring and evaluation (M&E) of progress in
gender mainstreaming is ensured.
24. To improve gender mainstreaming in impact achievement
in the project cycle, COSOPs will articulate IFAD country
gender- and poverty-targeting strategies and sector-specific constraints
and opportunities more strongly. This will provide a basis for the
design of gender-sensitive strategies in future IFAD investments.
Gender equality and womens empowerment concerns will be fully
integrated into project design, responding to the Prerequisites
of Gender-Sensitive Design, which form an integral part of the plan
(pages 13-14).14 In this way, outreach
to women as well as to men and to young women and men, will be facilitated,
and projects will become more effective. This will also be reflected
in better legal covenants that support gender equality. To signal
to the borrower the special importance that IFAD attaches to gender
equality, the texts of loan agreements will reiterate the gender-related
clauses contained in IFADs General Conditions for Agricultural
Development Financing. During implementation, IFAD will assist
in partnership with the cooperating institutions (CIs)
in ensuring that the projects gender strategy is addressed
directly at project start-up. It will also provide for specific
activities and allocate earmarked resources in the annual workplans
and budgets to support gender mainstreaming and womens empowerment.
This will be coupled with increased efforts to make implementation
support available where needed through partnerships and cofinancing
arrangements. CIs will be explicitly requested in the letters
of agreement and of appointment to address gender- and poverty-targeting
issues specifically and to revise current reporting formats and
tables in which gender is not addressed.
25. With respect to IFADs catalytic role
through policy and partnerships, learning and innovation
actions will be taken to expand IFADs capacity to
generate, capture and share knowledge on gender and development.
This will require increased internal and external networking and
information sharing to improve cross-fertilization among IFADs
departments and divisions. It will also require strengthened links
and exchanges with external networks and knowledge resource centres.
An active and regularly updated Gender and Household Food Security
Web site15 will be both an instrument
for dissemination and a reflection of progress in IFADs contribution
to knowledge on effective development approaches. Projects will
need to be viewed as a means to an end, rather than an end in themselves,
in order to ensure sustainability and a ripple effect of the Funds
investments, particularly in contexts where sociocultural resistance
to changes in womens roles is strong. The strengthening of
IFADs External Affairs Department should make it possible
for IFAD to engage more actively in policy dialogue and advocacy.
The fairly frequent use of IFAD/non-governmental organization (NGO)
Extended Cooperation Programme (ECP) grants in support of advocacy
and women's empowerment will be further expanded.
26. To ensure accountability and monitoring, several
actions are proposed to improve institutional accountability for
and monitoring of gender mainstreaming. This will entail including
measures to implement the plan in departmental and divisional workplans
and budgets, and making the monitoring of progress in this area
a regular item in divisional and management meetings. Regular monitoring
and evaluation of progress in gender mainstreaming will be ensured
through the revision of all IFAD reporting formats including
the key files to ensure that gender aspects are appropriately
addressed. This information will be collated in the annual Progress
Report on the Project Portfolio, the format of which will also be
revised. A baseline for the plan will be conducted during 2003 to
establish realistic targets and benchmarks against which to measure
progress.
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all investment programmes will focus on
building individual and community-level capabilities. To do so, they
need to maximize the participation of poor women and men and other
stakeholders in the planning, implementation and monitoring of activities.
IFAD, 2002a
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| Responsibilities for Implementation
27. The plan focuses on a limited number of time-bound, specific
responsibilities. Successful implementation will thus depend on
the joint commitment and contribution of all IFAD staff. The table
on pages 15-16 outlines the assignment of responsibilities for implementing
the plan.
28. While the majority of the actions fall under the responsibility
of the Programme Management Department (PMD), others relate to the
Office of the General Counsel (OL), the Office of Evaluation (OE)
and the External Affairs Department (EAD).
29. Overall responsibility for ensuring that gender issues are
addressed lies with the President, Vice-President, Assistant Presidents
and regional directors. Responsibility for monitoring and reporting
to the President and the Executive Board on gender mainstreaming
in IFADs programmatic work rests with the Assistant President/PMD,
with the support of PT, as needed.
30. At the operational level, responsibility for implementing project-related
activities rests primarily with country portfolio managers. PT is
to provide technical support, facilitate information and knowledge
exchange, and assist in monitoring as required.
31. Ultimately, the responsibility for ensuring that projects empower
women and provide gender-equitable access to benefits rests primarily
with the borrowing country, and in particular with the project management
team. IFAD will work in partnership with the CIs to assist projects
in addressing gender.
Time Frame
32. The time frame for the plan has been chosen to coincide with
that of IFADs strategic framework. As mentioned, in 2003-2004,
OE will undertake an evaluation of IFADs approaches to and
policy on gender equity and empowerment. A review of the plan will
take place in early 2005 to measure progress in relation to the
benchmarks established through the baseline. Following these two
activities, the plan will be revised as needed, and complemented
with further actions necessary to complete the process. Many of
the actions identified can be implemented in the short term and
results can be expected to materialize soon. Others, such as those
relating to IFADs CIs and the Funds advocacy efforts,
will require a longer time frame and complementary actions in order
to be effective.
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Reaffirming also the United Nations Millennium
Declaration, which affirms that the equal rights and opportunities
of women and men must be assured, and calls for, inter alia, the promotion
of gender equality and the empowerment of women as effective ways
to combat poverty, hunger and disease and to stimulate development
that is truly sustainable.
United Nations, 2002b
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Resource Implications and Follow-Up
33. The plan aims to ensure that attention to gender issues becomes
a regular feature of IFADs daily work. Thus most of the actions
identified do not entail additional tasks or resources beyond IFADs
regular budget. Based on tested best practices in IFAD and in some
IFAD CIs, the plan establishes standards that can realistically
be achieved within the current zero-growth scenario. Nevertheless,
it is evident that availability of additional resources, resulting
either from an expansion of IFADs budget or supplementary
funding, could speed up the process of implementation, improve impact
at field level, strengthen advocacy and accelerate learning.
34. The plan assumes that some portion of grant funds already
secured from various donors and from the IFAD gender-related TAG
programme, but still unspent, can be used to jump-start and support
implementation of the plan, especially in the first year.
35. In particular, throughout 2003, the Programme to Support Gender
Mainstreaming in IFADs Projects and Programmes, cofinanced
by Italy and IFAD and managed by PT, will support initial implementation
of the plan. This will include establishing the monitoring system,
conducting the baseline survey and revising IFADs reporting
formats to accommodate the plans proposed actions. The programme
will also publish and disseminate key gender-sensitive design features,
issue guidelines for supervision and assist in revision of the letters
of agreement with CIs. Another activity that will strengthen the
impact of the plan and enable its fine tuning is the aforementioned
OE evaluation.
36. Although the plan can be implemented with existing resources,
IFAD will be seeking incremental resources to speed up the process
of implementation and the consequent results in terms of
field impact. Increased efforts to mobilize and use grant funding
to improve field-level impact is an activity of the plan itself
(action 13, for example, supplementary funds/TAGs/ECP grants), and
the increased availability in number and volume of grants will be
an indicator. In particular, with additional resources more could
be done in implementation support and ensuring impact at the project
level. For example, additional resources could support:
- tailor-made orientation/training in both general and sector-related
gender issues for staff, consultants, CIs and project management,
based on the regional experience gained by IFAD;
- focused technical-assistance support to projects in order to
integrate gender equality and womens empowerment concerns
into their work, complementing loan resources for technical assistance
and training;
- production/refinement of toolkits and guidelines;
- strengthening of movements and associations effectively advocating
for women on policy issues of critical concern;
- creation of gender-sensitive policies and procedures for procurement
of services;
- collaboration with financial, research and extension partners
on institutionalizing gender- and poverty-targeting issues in
their operations;
- piloting and testing of innovative approaches;
documentation and dissemination of best practices and
practical lessons learned; and
- undertaking issue-focused reviews and cross-regional workshops
to address critical areas of concern such as: gender mainstreaming
and poverty impact, women and rural finance, organizational development,
women and agricultural extension, and addressing gender issues
among rural youth.
37. The plan is realistic in that it reflects IFADs current
limited involvement in implementation. However, it introduces some
measures that could improve attention to gender issues in implementation
(such as a more explicit focus on gender issues in the start-up
workshop and orientation of CIs). Clearly, any expansion of IFADs
field presence would greatly facilitate follow-up on a number of
impact-related concerns, such as gender, targeting and participation.
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While some progress should be noted, gender perspectives
are still not always addressed as a matter of routine, and the analysis
of issues and the formulation of policy options are not always informed
by a consideration of gender differences and inequalities. Thus, opportunities
are not yet consistently identified to narrow gender gaps and support
greater gender equality between women and men.
United Nations, 2002c
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Expected Benefits
38. It is expected that by 2006 there will be significant improvement
in the integration of gender concerns into the daily activities
of all IFAD staff, not just those staff with designated gender responsibilities.
Supervision and evaluation will be reporting regularly on gender-differentiated
participation and impact. The plan will have enabled a more equitable
access by women and men to development opportunities; design and
implementation of development programmes will more effectively address
womens specific needs and constraints; learning on effective
development approaches will have improved; and a more active role
will be played by IFAD in policy dialogue and advocacy. Ultimately
this is expected to contribute to the improvement of the well-being
and socio-economic status of rural poor women, and to progress towards
achieving the Millennium Development Goals. |
|
Poverty reduction is about enabling poor women
and men to transform their lives and livelihoods and supporting governments
and civil society in creating and maintaining the conditions that
allow them to do so.
IFAD, 2002a
|
Mainstreaming a gender perspective in IFAD's operations:
Plan of Action 2003-2006
| Areas of Action |
Actions |
Indicator 16 |
Object of Verification |
| 1. Impact achievement
in the project cycle |
| 1.1 COSOP |
| COSOPs articulate
IFAD country gender- and poverty-targeting strategies. |
1. COSOP:
1.1 Includes gender-related information (including gender empowerment
measure (GEM) and gender-related development index (GDI) where available,
along with gross domestic product (GDP) in poverty analysis);
1.2 Identifies gender-related constraints and/or opportunities.
|
- X% new COSOPs including GDI and GEM
figures, where available.
- X% new COSOPs identifying gender-related constraints and opportunities. |
- COSOPs
- Minutes of Operational Strategy and Policy Guidance Committee
(OSC)
- Key files |
| 1.2 Design |
| Project design fully integrates gender
concerns. |
2. Project design complies with the
prerequisites of gender-sensitive design . |
- X% newly designed projects complying
with the prerequisites of gender-sensitive design. |
- Technical Review Committee (TRC) lead
adviser memo
- PT review of appraisal reports
- Final Project Development Team (PDT) minutes
- Key files
- Progress Report on the Project Portfolio (PRPP)
- Loan agreement |
| 1.3 Loan Agreement |
| Loan agreement explicitly addresses gender
equality concerns. |
3. Article 3 of the loan agreement recalls
section 7.13 of the General Conditions as actions that are
binding for the borrower.
4. Schedule 3A, additional covenants, is fully utilized
to describe actions for gender mainstreaming. |
- X% loan agreements recalling section 7.13
of the General Conditions.
- X% additional covenants in loan agreements describing actions for
gender mainstreaming. |
- Loan agreement
- PRPP
- Loan agreement
- PRPP |
| 1.4 Implementation |
| Project implementation ensures gender-equitable
participation in and benefit from project activities. |
5. Start-up workshop:
5.1. Discusses the project gender strategy;
5.2 Ensures substantial participation of women.
6. Annual workplan and budget (AWP/B) addresses gender as a cross-cutting
concern.
7. Project management unit monitors gender mainstreaming. |
- X% start-up workshops discussing project
gender strategy.
- X% women participants attending start-up workshops.
- X% AWP/B allocating human and financial resources for gender
mainstreaming.
- Project status reports (PSRs) on gender-differentiated
participation in and benefits from project activities. |
- Workshop report
- List of participants by gender
- Supervision reports
- PRPP
- AWP/B
- Project progress report
- Supervision reports
- PSR
- Mid-term review (MTR)
- Evaluation reports
- PRPP |
| Supervision supports gender mainstreaming.
|
8. Letters of agreement are revised
to specify tasks related to supervision of gender issues.
9. Letters of appointment specify tasks related to supervision
of gender issues.
10. Supervision report format is revised to cover gender issues.
11. Supervision reports provide information on gender-differentiated
participation in and benefits from the project. |
- Letters of agreement revised and in
place.
- X% letters of appointment of new projects specifying gender-related
tasks.
- A revised supervision report format in place, clearly reflecting
gender concerns.
- X% of supervision reports contain information on gender-differentiated
participation in and benefits from the project. |
- Letters of agreement
- Letters of appointment
- Revised supervision report format
- Supervision reports
- PSR
- Supervision reports |
| Efforts are expanded to ensure that implementation
support for gender mainstreaming is available as needed. |
12. Partnerships andcofinancing
arrangements for gender are expanded as part ofIFAD's major focus
on improving implementation impact, and especially with regard to
gender mainstreaming.
13. Grant funding (supplementary funds/TAG/ECP) used to
improve impact on gender equality and women's empowerment. |
- Number of partnerships for gender equality
and women's empowerment increased by X%.
- Number and volume of grants increased by X%. |
- Joint proposals
- Partnership agreements
- Cofinancing agreements
- Memoranda of understanding
- ECP grants
- TAGs
- Supplementary funds |
| Objectives |
Actions |
Indicator16 |
Object of Verification |
| 2. IFAD as a catalyst:
policy and partnerships, learning and innovation |
| IFAD expands its capacities to generate,
capture and share knowledge on gender and development. |
14. Working Group on Gender in
Projects and Programmes is officially recognized and performs functions
as a forum for learning and information exchange.
15 IFAD strengthens its gender knowledge exchange with external
sources.
16. Gender knowledge storing and dissemination systems are
improved. |
- WGGPP established as a thematic group.
- Attendance and regional distribution of participation in WGGPP
activities.
- Regular meetings and email exchange among WGGPP members.
- Number and type of external exchanges increased by X%.
- Amount of information stored in the internal knowledge base
increased by X%.
- Use of information stored in the internal knowledge base increased
by X%.
- Amount of information stored on gender subsite increased by
X%.
- Number of hits on gender subsite increased by X%. |
- Individual scorecards
- Intranet
- Records of meetings (action points and participants)
- Electronic exchanges
- Back-to-office reports (BTOs)
- Conference papers
- Record of visits
- Reports to the United Nations
- Intranet
- Rural Poverty Portal
- Intranet
- Rural Poverty Portal
- Gender subsite
- Hit-counter |
| IFAD strengthens its advocacy role in
favour of rural women. |
17. IFAD advocates gender and development
issues in global and regional policy forums.
18. IFAD expands and intensifies its partnerships for advocacy
(at field level, with research institutions, NGOs, United Nations,
etc.). |
- Reference to gender mainstreaming and
rural women is made in all IFAD policy/conference papers and
presentations.
- Number of partnerships for advocacy increased by X%. |
- IFAD policy/ position papers
- Speeches
- Presentations
- Partnership agreements
- ECP grants for advocacy |
| Objectives |
Actions |
Indicator16 |
Object of Verification |
| 3. Accountability
and monitoring |
| Institutional accountability for gender
mainstreaming is improved. |
19. All staff at all levels take
on responsibilities for Plan of Action (POA).
20. Progress in implementation of POA is regularly followed
up by management. |
- X% departmental/ divisional workplans
and budgets reflecting activities to implement POA.
- X% individual scorecards reflecting activities to implement
POA.
- Progress in complying with POA included as agenda item in meetings
of divisions (as needed); PMD (twice a year); and senior management
(twice a year).
- Proportion of administrative budget and IFAD-generated grant
resources dedicated to POA implementation. |
- Departmental/ divisional workplans
and budgets
- Individual scorecards
- Minutes of meetings |
| Regular monitoring and evaluation (M&E)
of progress in gender mainstreaming is ensured. |
21. Existing IFAD reporting formats
are revised to ensure adequate and consistent reporting on gender
mainstreaming.17
22. A baseline survey is undertaken to establish benchmarks
for monitoring POA implementation progress.
23. A MTR to assess progress in POA.
24. New methodological framework for evaluation disaggregates
information by gender in each impact domain.
25. Evaluations disaggregate impact information and analysis
by gender. |
- X% of reporting formats revised.
- Revised key files.
- Benchmarks established.
- MTR undertaken in January 2005.
- Additional category (column) included in impact matrix to capture
gender-differentiated impact and participation in each domain.
- Evaluation reports contain a section synthesizing information
on gender for all domains. |
- New reporting formats
- Key files
- PPSR
- Baseline report
- MTR
- New evaluation methodology
- Evaluation report |
| Prerequisites
of gender-sensitive design |
Overall goal: IFADs projects and programmes aim to:
expand womens access to and control over fundamental
assets capital, land, knowledge and technologies; strengthen
womens agency their decision-making role in community
affairs and representation in local institutions; and improve well-being
and ease workloads by facilitating access to basic rural services
and infrastructures. IFADs action is guided by the principle
that development initiatives should incorporate the priorities and
needs of both women and men and give them equal opportunities to
access benefits and services. In this way IFAD seeks to address
the structural inequalities that prevent women from realizing their
potential as human beings, producers and agents of change in the
fight against poverty. (See Guiding
Principles)
|
| |
|
Explanatory note |
| 1. Project document contains poverty and gender analysis
data. |
|
Includes:
- division of roles and responsibilities
- access to resources and benefits
- participation in community affairs and decision-making
- perceived needs and constraints; by gender and socio-economic
categories |
| 2. Based on the above, the project articulates
a gender strategy that: |
- identifies operational measures to ensure gender- equitable
participation in, and benefit from, planned activities;
|
|
Examples include:
- extension focus on womens crops/livestock; day-care
centres to facilitate womens participation in training;
measures to decrease womens workload, etc.
|
- aims specifically to improve economic and social status of
poorer women and their families;
|
|
- facilitation of poor womens and mens access
to land and credit; strengthening womens representation
in community-based organizations (CBOs), advocacy, adult literacy,
etc.
|
- sets specific targets in terms of proportion of women participants
in different project activities and components;
|
|
- reservation of places for women on community management
committees (CMCs); proportion of loans for poorer women; proportion
of community development funds (CDFs) for activities of poorer
women.
|
- ensures womens participation in project-related decision-making
bodies; and
|
|
- participation in water users associations; village
development councils; etc.
|
- clearly reflect actions identified in the gender strategy in
the cost tables.
|
|
- earmarking technical assistance and training, incremental
costs for training, etc.
|
3. Project logframe and suggested monitoring system specify
sex-disaggregated performance and impact indicators.
|
|
|
4. Terms of reference of project coordinating unit or
project management unit (PMU) include responsibilities for gender
mainstreaming, especially at level of project director, M&E
officer, extension officer and microfinance officer.
|
|
|
5. Project explicitly addresses issue of present and
likely availability of field staff to ensure outreach to women,
and designs activities accordingly.
|
|
- assessing whether numbers, gender and qualifications of
field staff are appropriate to ensure outreach, taking account
of social and practical constraints.
|
6. Experience working with women and marginalized groups
and willingness to work with these groups are included as criteria
for NGO selection.
|
|
|
| 7. Project provides opportunities for policy dialogue on
issues related to gender equality and empowerment of women. |
|
- inviting government officials to exposure visits and workshops.
|
Responsibilities for implementing
the plan of action
| Unit/Position |
Implemention Responsibilities |
| Senior management |
- Ensure POA is implemented and monitored by allocating necessary
human and financial resources.
- Include progress in gender mainstreaming as agenda item in
senior management meetings twice a year.
|
| Office of Evaluation and Studies (OE) |
- Includes gender equality as impact domain in new evaluation
methodology.
- Requires evaluations to disaggregate impact information and
analysis by gender.
|
| Office of the General Counsel (OL) |
- Fully utilizes Schedule 3A (additional covenants) to describe
actions for gender mainstreaming within the limitations of project
appraisal report.
- Recalls section 7.13 as actions binding for borrower under
Article 3 of loan agreement.
- Ensures that letters of agreement and appointment with CIs
specify tasks related to gender issues.
- Monitors POA with reference to above.
|
| External Affairs Department (EAD) |
- Catalyses partnerships with other donors and civil-society groups
for advocacy and policy dialogue of gender issues and womens
empowerment.
- Advocates gender and development issues and womens empowerment
in global and regional policy forums.
- Contributes to strengthening dissemination of gender-related
knowledge.
- Maintains and expands gender subsite, with technical support
of Gender Focal Point, Technical Advisory Division (PTGFP) and
WGGPP.
- Mobilizes external resources to support implementation of POA.
|
| Assistant President (AP)/PMD |
- Ensures that POA is implemented and monitored by allocating
mentioned responsibilities, and necessary human and financial
resources.
- Ensures that divisional workplans and budgets incorporate gender-mainstreaming
responsibilities.
- Includes progress in implementing POA as agenda item in PMD
meetings every six months.
- Recognizes WGGPP as thematic group.
- Allocates responsibility to PT to review existing IFAD reporting
formats (including supervision and key files) to ensure adequate
and consistent reporting on gender mainstreaming.
- Ensures that letters of agreement with CIs specify tasks related
to supervision of gender issues.
|
| Regional division directors |
- Ensure that POA is implemented and monitored by allocating the
mentioned responsibilities, and necessary human and financial
resources.
- Incorporate gender-mainstreaming objectives and activities
into divisional workplans and budgets and individual staff scorecards.
- Increase efforts to ensure implementation support is available
where needed.
- Include progress in gender mainstreaming as agenda item in
divisional meetings every three months.
- Ensure, in collaboration with OL, that letters of agreement
with CIs specify tasks related to supervision of gender issues.
- Nominate staff members to participate in WGGPP.
|
| Country Portfolio Managers (CPMs) |
- Ensure that COSOPs include GEM and GDI information (where available)
- Ensure that COSOPs identify gender-related constraints and
opportunities.
- Ensure that project design complies with standard design features.
- Ensure that start-up workshop discusses gender strategy and
is substantially attended by women.
- Ensure that AWP/Bs address gender as cross-cutting concern.
- Ensure that PMU monitors gender mainstreaming.
- Ensure, in collaboration with OL, that letters of appointment
specify tasks related to the supervision of gender issues.
- Expand on partnerships and cofinancing arrangements to ensure
implementation support for gender.
- Ensure grant funding is used as a catalyst to improve gender-related
field impact.
|
| Regional gender focal points /regional economists18 |
- Provide guidance, advice and assistance on policy-related issues
in gender mainstreaming to regional directors and CPMs.
- Strengthen knowledge exchange with external sources on gender
and development.
- Participate in WGGPP and in external events.
- Manage time-bound activities in support of gender mainstreaming.
- Assist in integration of gender issues into regional activities.
- Represent IFAD on gender issues to external audiences.
|
Technical Advisory
Division (PT)
Director
|
- Ensures that gender concerns are taken into account in all aspects
of divisions work, specifically TRC, PDT and review of
grant proposals.
- Includes progress in gender mainstreaming as agenda item in
divisions meetings every three months.
- Ensures that key files are revised to address gender as cross-cutting
concern.
- Incorporates gender-mainstreaming objectives and activities
into divisional workplan and budget
|
| PT Gender Focal Point |
- Advises senior management on issues related to POA implementation.
- Ensures that project design meets gender-sensitive design prerequisites.
- Undertakes baseline survey to identify benchmarks for POA.
- Assists in monitoring POA, as requested by AP/PMD.
- Assists in revision of letters of agreement to specify tasks
related to supervision of gender issues.
- Assists in revision of supervision report format to cover gender
issues.
- Establishes, maintains and expands internal and external gender
networks, including gender subsite.
- Strengthens its knowledge exchange with external sources on
gender and development.
- Chairs WGGPP.
- Advocates gender and development issues in global and regional
policy forums.
- Represents IFAD on gender issues to external audiences.
|
Working Group on Gender in Projects and Programmes
(WGGPP)
|
- Provides policy advice related to gender mainstreaming.
- Maintains and expands internal and external gender networks.
- Meets regularly for learning and information exchange on gender
and development.
- Contributes to gender subsite through collection and dissemination
of best practices across regions and sectors.
|
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Endnotes
1/ Definitions have been adapted from
various sources (IFAD, Canadian International Development Agency [CIDA],
World Bank and the United Nations Educational, Scientific and Cultural
Organization [UNESCO]).
2/ IFAD, 1998b.
3/ IFAD, 1999a.
4/ IFAD, 1998a, p. 23.
5/ IFAD, 1992; 2000b,c,d,e; 2001c,d.
6/ IFAD, 2002a, p. 5.
7/ IFAD, 2000a,d; 2001d.
8/ IFAD, 2002b.
9/ Since 1998, donors have contributed USD 6 644 490 and
IFAD TAGs an additional USD 1 960 000 to implement regional gender programmes
and strengthen the gender-mainstreaming functions of the Technical Advisory
Division (PT). These programmes are currently at different stages of implementation.
Support has been provided by Italy, Japan, The Netherlands and Norway,
and more recently by Germany.
10/ The list of United Nations mandates and commitments
can be found at http://www.un.org/womenwatch/daw/followup/.
11/ Germany will also finance the programmes.
12/ IFAD, 2000b,c,d,e; 2001c,d. Information on regional
gender programmes can be found at http://procasur.org;
and on the Web site of IFADs regional network in Asia, ENRAP, http://www.enrap.org/.
13/ These documents can be found on IFADs gender
Web site, http://www.ifad.org/gender/.
14/ These measures are not new: a recent survey of appraisal
reports undertaken by PT found that 70 per cent of design documents contained
at least some of these features. These best practices need to be consolidated
and extended.
15/ See http://www.ifad.org/gender/.
16/ Time-bound targets will be set following the baseline.
17/ To include MTR; PRPP; project completion report;
COSOP; inception, formulation and appraisal reports; key files; PSR; supervision
and evaluation reports; Presidents report; and annual report.
18/ Currently, regional gender focal point responsibilities
are assigned to a CPM (one division), a regional economist (one division)
and externally funded gender specialists (three divisions). It is expected
that by 2006, regional gender focal point duties will be performed by
a senior staff member in the context of an overall increase in PMD staff
numbers.
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