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.
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. |
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| I. Gender Mainstreaming and Womens Empowerment in IFAD | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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. |
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 |
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| II. Policy orientation | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 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 |
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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:
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 |
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| 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 |
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Action Areas and Objectives 23. The Plan of Action includes 25 actions in the following key areas 1. Impact achievement in the project cycle
2. IFAD as a catalyst: policy and partnerships, learning and innovation
3. Accountability and monitoring
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. |
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:
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 |
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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 |
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| 1.1 COSOP |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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)
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| 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 |
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| 2. Based on the above, the project articulates a gender strategy that: | ||
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Examples include:
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3. Project logframe and suggested monitoring system specify sex-disaggregated performance and impact indicators.
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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.
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5. Project explicitly addresses issue of present and likely availability of field staff to ensure outreach to women, and designs activities accordingly.
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6. Experience working with women and marginalized groups and willingness to work with these groups are included as criteria for NGO selection.
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| 7. Project provides opportunities for policy dialogue on issues related to gender equality and empowerment of women. |
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Responsibilities for implementing the plan of action
| Unit/Position | Implemention Responsibilities |
| Senior management |
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| Office of Evaluation and Studies (OE) |
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| Office of the General Counsel (OL) |
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| External Affairs Department (EAD) |
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| Assistant President (AP)/PMD |
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| Regional division directors |
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| Country Portfolio Managers (CPMs) |
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| Regional gender focal points /regional economists18 |
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| Technical Advisory Division (PT) Director |
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| PT Gender Focal Point |
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| Working Group on Gender in Projects and Programmes (WGGPP) |
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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.
_____ International Fund for Agricultural Development (IFAD) (1992). IFADs Strategies for the Economic Advancement of Rural Women. GC 15/L.5. Rome: IFAD.
_____ (1998a). IFADs Lending Policies and Criteria. Rome: IFAD. Available at http://www.ifad.org/pub/basic/lending/e/02polcri.pdf
_____ (1998b). Rural Women in IFAD Projects The Key to Poverty Alleviation. Rome: IFAD. Available at http://www.ifad.org/pub/other/!brocsch.pdf
_____ (1999a). IFAD General Conditions for Agricultural Development Financing. Rome: IFAD. Available at http://www.ifad.org/pub/basic/general/e/gencone.pdf
_____ (1999b). Memory Checks for Programme and Project Design Household Food Security and Gender. Rome: IFAD. Available at http://anniversary/pub/memory/e/mem(e).pdf
_____ (2000a). Gender Perspective Focus on the Rural Poor An Overview of Gender Issues in IFAD-Assisted Projects. Rome: IFAD. Available at http://www.ifad.org/gender/progress/pub/index.htm
_____ (2000b). An IFAD Approach to Gender Mainstreaming: The Experience of Latin America and the Caribbean. Rome: IFAD. Available at http://www.ifad.org/gender/approach/gender/g_lac.htm
_____ (2000c). IFADs Gender Strengthening Programme in Eastern and Southern Africa. Rome: IFAD. Available at http://www.ifad.org/gender/approach/gender/g_pf.htm
_____ (2000d). Gender Mainstreaming: IFADs Experience in the Asia and the Pacific Region and Lessons Learned. Rome: IFAD. Available at http://www.ifad.org/gender/progress/pi/index.htm
_____ (2000e). Defining IFAD Asia Divisions Gender Analysis Approach. In Gender, Technology and Development, Vol. 4, No. 3.
_____ (2001a). Tales of the 21st Century: Mexico and Peru. Rome: IFAD. Available at http://www.ifad.org/pub/other/me_pe.pdf
_____ (2001b). Rural Poverty Report 2001. Rome: IFAD. Available at http://www.ifad.org/poverty/index.htm
_____ (2001c). Regional strategy papers on rural poverty reduction. Rome: IFAD. Available at http://www.ifad.org/sf/strategy.htm
_____ (2001d). Gender Mainstreaming in IFAD-Supported Projects in Western and Central Africa. Rome: IFAD. Available at http://www.ifad.org/gender/progress/pa/index.htm
_____ (2002a). Enabling the Rural Poor to Overcome Their Poverty. Strategic Framework for IFAD 2002-2006. Rome: IFAD. Available at http://www.ifad.org/sf/index.htm
_____ (2002b). External Review of the Results and Impact of IFAD Operations. Prepared by the External Review Team. Rome: IFAD. Available at http://www.ifad.org/pub/external/english.pdf
_____ United Nations (1999). General Assembly, Economic and Social Council.
Report of the Secretary-General on Improvement of the Situation
of Women in Rural Areas. A/54/123.
7 June. New York: United Nations. Available at http://www.un.org/womenwatch/daw/followup/e9966.pdf
_____ (2000). General Assembly. Resolution adopted by the General Assembly. United Nations Millennium Declaration. A/RES/55/2. 18 September. New York: United Nations.
_____ (2002a). Economic and Social Council. Mainstreaming a Gender Perspective in All Policies and Programmes in the United Nations System. E/2002/L.14. 19 July. New York: United Nations.
_____ (2002b). General Assembly. Resolution adopted by the General Assembly. Women in Development. A/RES/56/188. 5 February. New York: United Nations.
_____ (2002c). Economic and Social Council, Report of the Secretary-General. Follow-Up, and Progress in the Implementation of the Beijing Declaration and Platform for Action and the Outcome of the Twenty-Third Special Session of the General Assembly. E/2002/66. 26 July. New York: United Nations.
