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8/2/2019 2006 UNIFEM Training Manual
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Gender responsive BudGetinG in practice:
A TRAINING MANUAL
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UNFPA, the United Nations Population Fund, is an international development agency that promotes the right o every woman,
man and child to enjoy a lie o health and equal opportunity. UNFPA supports countries in using population data or policies and
programmes to reduce poverty and to ensure that every pregnancy is wanted, every birth is sae, every young person is ree oHIV/AIDS, and every girl and woman is treated with dignity and respect.
UNFPA because everyone counts
u no polo F (unFpa)
220 e 42 sr
nw York, nY 10017
u.s.a.
www.f.org
UNIFEM is the womens und at the United Nations. It provides fnancial and technical assistance to innovative programmes and
strategies that promote womens human rights, political participation and economic security. UNIFEM works in partnership with
UN organisations, governments and nongovernmental organisations (NGOs) and networks to promote gender equality. It links
womens issues and concerns to national, regional and global agendas by ostering collaboration and providing technical expertise
on gender mainstreaming and womens empowerment strategies.
UNIFEM has supported initiatives on gender responsive budgeting in over 20 countries. This support acilitated a growing momen-
tum among governments, civil society and parliamentarians to engage in budget policy-making at national and local levels rom
a gender perspective.
u no dvlom F for Wom (uniFeM)
304 e 45h sr
15h Floor
nw York, nY 10017
tl: +1.212.906.6400
Fx: +1.212.906.6705
www.fm.org
Gender Responsive Budgeting in Practice: a Training Manual, New York 2006
Copyright: UNFPA, UNIFEM 2006
ISBN: 1-932827-60-9
Designed by WhatWorks Inc
Edited by Carolyn Hanson/Bibi Singh
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Foreword. 2
Acknowledgements. 3
mAnuAl.description. 4
trAining.modules. 8
iy.................................................................................................................................................... 9
m.1:.g.b:.,..a.. 13
Session 1: GRB concepts and principles ......................................................................................................... 13
Session 2: GRB Processes: Planning and policy transormation...........................................................
15
m.2:.B.fa.a.. 19
Session 1: What is a budget? ................................................................................................................................ 19
Session 2: Budget process exercise................................................................................................................... 24
m.3:.t.f..b.aay. 29
Session 1: Elsons budget analysis tools .......................................................................................................... 29
Session 2: Costing tools: MDG costing ............................................................................................................ 32
Session 3: Case studies o non-government costing ................................................................................. 35
Session 4: Addressing data requirements or gender budget analysis................................................ 37
m.4:.e.f..b.a.(gBi). 43
Session 1: Experiences o gender budget initiatives................................................................................... 43
Session 2: Case studies ........................................................................................................................................... 45
m.5:.g.b.a.f.h.. 51
Session 1: Gender budget statements ............................................................................................................. 51
Session 2: Call circulars............................................................................................................................................ 54
c.:.s.grB.. 56
Annexes
Annex 1: List o contents o CD-ROM................................................................................................................ 61
Annex 2: Suggested workshop program........................................................................................................... 61Annex 3: Example o Workshop Evaluation Form......................................................................................... 63
Annex 4: List o handouts and key reerences per session....................................................................... 65
TABLE OF CONTENTS
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we are very pleased to introduce the UNFPA/UNIFEM training manual Gender Responsive
Budgeting in Practice, and the resource pack, Gender Responsive Budgeting and WomensReproductive Rights. We eel certain that these two publications will add value to the available wealth
o training resources and help you to build expert teams to meet the growing demand at country level.
The goal is to encourage a gender perspective in the national planning and budgeting processes.
Gender responsive budgeting helps to track the way that budgets respond to womens priorities and
the way that governments use unds to reduce poverty, promote gender equality, reverse the spread o
HIV and lower the rates o maternal and child mortality. It helps ensure government accountability to the
commitments made to women in the Cairo Programme o Action on Population and Development and
the Beijing Platorm or Action or Gender Equality and Womens Empowerment and to achieving the
Millennium Development Goals.
Today, more than ten years ater the Cairo Programme o Action and the Beijing Platorm or Action, wecan see signicant progress in the areas o womens empowerment, gender equality and womens re-
productive rights and health. Yet much more remains to be done. We trust that, in your hands, you shall
nd the tools to help take us urther along the road towards even greater progress.
thaya.Ah.oba.. n.HyzExecutive Director, Executive Director,
UNFPA UNIFEM
FOREWORD
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this manual is the outcome o a collaborative process between UNFPA, UNIFEM and gender budgets
practitioners worldwide. Debbie Budlender, Gender Budget Expert and Specialist Researcher at theCommunity Agency or Social Enquiry (CASE) in South Arica, provided valuable guidance in the production
o this manual and contributed the bulk o its content.
Nisreen Alami, UNIFEMs Gender Budgets Program Manager, provided segments that outline UNIFEMs
approach and experience in gender responsive budgeting. The manual was greatly enriched by the con-
tribution rom practitioners applying gender responsive budgeting (GRB) in their advocacy or womens
rights, namely: Veronique Zebada Yez (Fundar, Centro de Anlisis y Investigacin, Mexico) and Florencia
Dorotan, (Womens Action Network or Development [WAND] Philippines).
We express our appreciation to our colleagues at UNIFEM, who lent their expertise and contributed the case
studies included in the manual: Zineb Touimi Ben-Jelloun, Morocco; Raquel Coello, Ecuador; Leire Lopez,
Ecuador; Cecilia Ncube, Southern Arica; and Firoza Mehrotra, India.
We also thank the UNFPA Gender Advisors whose participation in the two pilot workshops provided a great
opportunity to benet rom their insight and experience.
For their guidance throughout the process and their immense support o the strategic partnership between
UNFPA and UNIFEM, we grateully acknowledge Joanne Sandler, Deputy Director o UNIFEM; Aminata Toure,
Senior Technical Adviser, Gender Culture and Human Rights Branch at UNFPA; Miriam Jato, Senior Technical
Adviser, Arica Division, UNFPA; and Yegeshen Ayehu, Technical Advisory Program Manager, UNFPA.
Finally, special thanks go to Fatou Aminata Lo, Program Specialist or the Gender Budget Program at
UNIFEM, or her eort in coordinating this work, contributing to the production o the manual and seeing it
through its nal stages.
ACkNOWLEDgEmENTS
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mANUAL DESCRIPTION
BACKGROUND
In 2005, UNFPA and UNIFEM concluded an agreement under UNFPAs strategic partnership program
(SPP) with United Nations partners. The UNFPA/UNIFEM partnership program identied Gender Re-
sponsive Budgeting as an area or cooperation. The aim o this partnership is to build internal capacity
in UNFPA through its country support teams (CSTs) and country oces and in UNIFEM through its
regional programs. It is also envisioned that this partnership will strengthen joint initiatives on Gender
Responsive Budgeting. In addition, it will oer more coherent and eective support to program coun-
tries and to UNCTs in applying this tool to make progress on gender equality commitments.
Under this partnership, UNIFEM undertook to develop knowledge products on gender responsive bud-
geting and reproductive health. The process or identiying the components o these knowledge prod-
ucts was a participatory one that drew on existing expertise within the stas o UNFPA and UNIFEM.This process entailed a desk review o UNFPA and UNIFEM programs, an electronic discussion in late
2005, and two workshops held in Cape Town and Bangkok in April and June 2006 with UNFPA and
UNIFEM sta. The outputs o this partnership include the present training manual and a resource pack
entitled, Budgeting or Reproductive Rights: Using gender responsive budgeting.
PURPOSE AND OBJECTIVES
The training manual on gender responsive budgeting (GRB) is intended to build the capacity o UN-
FPA and UNIFEM sta in applying gender budget analysis tools in their programming around gender
equality and womens rights, it will also assist them in supporting gender budget initiatives wherever
they exist. The manual specically seeks to build understanding o GRB as a tool or promoting gen-
der equity, accountability to womens rights as well as eciency and transparency in budget policies
and processes.
It is anticipated that this manual will develop skills required to eectively engage in mainstreaming gen-
der in planning and budgeting processes at country level. It is also oreseen that UNFPA and UNIFEM
will be using the manual to build teams o experts that can support the growing demand rom national
partners or capacity building in GRB.
The training manual adds value to the wealth o training resources on GRB rstly through a ocus on the
applicability o gender responsive budgeting to reproductive health and secondly through a presenta-
tion o sector-specic examples and case studies dealing with maternal health, gender and HIV/AIDS,
and violence against women.
The manual draws on the rich experience and lessons learnt rom UNIFEMs programming on gender
budgeting in more than thirty countries since early 2000. It urther encapsulates the understanding
that gender responsive budgeting is an essential element in any serious political commitment towards
gender equality and lays out approaches to align budgets with requirements or the achievement o
womens rights.
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mANUAL DESCRIPTION
CONTENT OF THE MANUAL
The manual consists o ve training modules, each divided into two to our sessions. It is intended or
use in a workshop setting.
The ve training modules provide a comprehensive overview o entry points or gender responsive bud-
geting within national budget cycles. Thus, the manual should continuously be related to the planning
and budgeting processes at the national level.
The manual seeks to oer clarity and understanding o the conceptual, technical and political elements
o gender responsive budgeting:
The rst module, Gender budgeting: concepts, principles and purposes, covers the conceptual
elements o gender responsive budgeting in relation to gender mainstreaming and womens rights.
The second module, Budget ormats and processes, unpacks the technical and political aspects
with reerence to budgets and policy making cycles.
The third module, Tools or Gender budget analysis, introduces a range o useul tools or analyzing
budgets rom a gender perspective, with a special ocus on those that are most commonly used.
The ourth and th modules present concrete applications o gender budget analysis tools and ap-
proaches used by gender budget initiatives to advocate or the incorporation o a gender responsive
perspective based on the results o the budget analysis. Specically, module ve, Gender budget
initiatives rom within government, ocuses on government-led gender budget initiatives.
The nal session o the training manual, entitled Supporting GRB work, is a hands-on exercise that
allows participants to apply the skills and knowledge developed during the training through the drat-ing o gender responsive programs in relation to specic issues.
COMPLEMENTARY RESOURCES
The manual should be used in conjunction with:
The Budgeting or Reproductive Rights resource pack, which was also developed under the stra-
tegic partnership between UNFPA and UNIFEM
The CD-ROM o handouts and annexes
Key reading materials on gender responsive budgeting available on the website
www.gender-budgets.org (see list in Annexes)
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mANUAL DESCRIPTION
WORKSHOP DURATION
The workshop is designed to be carried out over a period o three days. An example o a workshop pro-
gram, which can be adapted to suit participants proles and availability, is provided in the annexes.
INTENDED AUDIENCE
The training manual is targeted at sta o UNFPA and UNIFEM and their partners rom governmental
and non-governmental organizations as a way to support the institutionalization o GRB work at coun-
try level. Other UN agencies may also nd it useul. The recommended characteristics o workshop
participants include:
Interest and commitment in incorporating gender responsive budgeting concepts into policy advo-cacy and programming or gender equality
Analytical skills in relation to gender inequality
Experience in supporting national planning and programming processes in relation to womens
rights and reproductive rights
WORKSHOP FACILITATION
Workshop acilitators should ideally have:
Extensive experience using gender responsive budgeting concepts and tools
Familiarity with a number o gender budget initiatives around the world
Prociency in gender and economics issues
Advanced capacity or gender analysis
Strategic planning and program ormulation skills
Experience in applying adult learning methodologies and workshop acilitation skills
It may be useul to bring in other resource persons or specic sessions.
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mANUAL DESCRIPTION
TRAINING METHODOLOGY
Workshops should begin with a preliminary exercise aimed at demonstrating that gender budgeting is a
process combining gender analysis with decision making around budgets, and that policy making pro-
cesses largely dene the outcomes o these policies. This exercise is then used to lay out the ramework
o the training manual in a brie presentation o the workshop road-map.
Each o the ve modules includes at least one PowerPoint presentation ollowed by hands-on activities
and/or case studies. Samples o PowerPoint presentations are provided in the annexes or acilitators
use or adaptation as appropriate.
Copies o the relevant presentation and handouts (available on the CD-ROM) should be distributed to
participants at the beginning o each session. At the end o each session, key points will be summarizedand recorded on fip charts. Where activities are scheduled, the acilitator will explain the process and
organize the working groups, ensuring that group composition always varies so that all participants get
to interact at least once during the workshop.
Throughout the workshop, the acilitator or team o acilitators should ensure that the delivery process is
participatory. Principles o adult education need to be applied including making use o participants ex-
periences and insights whenever possible. The workshops success depends on the presence o partici-
pants with experiences in gender responsive budgetingeither government representatives, members
o civil society or GRB experts. Where possible, two participants with specic experience in implement-
ing gender budget initiatives will make presentations during the second session o module 4.
EVALUATION
At the end o the workshop, participants should be required to ll out an evaluation orm, targeting both
the process and content o the workshop (see annexes or a sample evaluation orm).
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Introductory Session
Module : Gender budgeting: concepts, principles and purposes
Session 1: GRB concepts and principles
Session 2: GRB Processes: Planning and policy transormation
Module : Budget formats and processes
Session 1: What is a budget?
Session 2: Budget process exercise
Module : Tools for gender budget analysis
Session 1: Elsons budget analysis tools
Session 2: Costing tools: MDG costing
Session 3: Case studies o non-government costing
Session 4: Addressing data requirements or gender budget analysis
Module : Eperiences of gender budget initiatives (GBIs)
Session 1: Experiences o gender budget initiatives
Session 2: Case studies
Module : Gender budget initiatives from within government
Session 1: Gender budget statements
Session 2: Call circulars
Closing Session: Supporting GRB work
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INTRODUCTORy SESSION
oBjectives Encourageparticipantstointeract
Buildconsensusonworkshopobjectivesandexpectations
EncourageparticipantstorelateGRBtotheirpersonalexperiences
andunderstanditsrelevancetopromotinggenderequality.
content Workshopobjectives
Participantsintroductions
ManualRoadMapSetuptherameworkotheworkshopprogram
HAndout WorkshopProgramCopyoTrainingmanual
FormAt Opencirclediscussionandexerciseollowedby
PowerPointpresentation
session.outline Openingstatement/Welcomeaddress
Reviewoworkshopobjectives:15minutes
Participantsintroductions:60minutes
Exercise:60minutes
Presentationoworkshoproadmapandprogram:15minutesTotal: 150 minutes
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0
SeSSion GuidelineS
Time:60minutes
10minutestoexplainprocess,readhouseholdprolesandormgroups
20minutesorgroupwork
15minutestoreportback
15minutesoracilitatortooerclarications
Materials needed
Flipcharts,markers,copiesotwobasichouseholdbudgets,copiesoinstructionsoreachamily
andamilymembers
instructions
Divideparticipantsintotwogroups:onerepresentingapoorruralhouseholdandtheotheroneanurbanmiddleclass
household,eachacedwithaspecicsetoissues.Assignaroletoeachmemberothegroup.Thetaskoreachgroup
istodevelopabudgetbyidentiyingspecicbudgetitemsandamountsthatwillbespentoreachothem.Thedecisions
aremadebasedonnegotiationsamongstthemembersoeachhousehold.
Attheendotheallocatedtime,inviteparticipantstoreportback.Atertheypresenttheirbudget,theacilitatorshouldposetheollowingquestions:
Howwerethedecisionsmadeandbywhom?
Whobenetedthemostromthebudgetandwhoseneedsweremostdisregarded?
Whichbudgetitemswereprioritizedandwhichwereletout?
Werethedecisionsmadegenderresponsive?
Couldonechangetheallocationoundstobetterrespondtoeveryonesneeds?
Arethereparallelsbetweenthisexerciseandthegovernmentbudgetingprocess?
Howdoesgovernmentspendingaecthouseholdincomeandspendingonservicessuchas
health,water,etc?
adaptation
Facilitatorcanadaptthesuggestedamilyprolesasnecessary.
INTRODUCTORy SESSION
ExERCISE: NEGOTIATING A HOUSEHOLD BUDGET
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Gender budGetinG: concepts, principles and processe
Module
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SESSION 1: gRB CONCEPTS AND PRINCIPLES
oBjectives TocreateacommonunderstandingotheGRBapproach
Toarticulatetherelevanceounpaidcareworktobudgets
content GRBconceptsandprinciples
GRB:denitionandbackground
GRBandunpaidcarework
GRB:arightsperspective
GRBandgendermainstreaming
HAndout FactSheet:GovernmentAccountabilitytoHumanRightsthroughBudgets,
UNIFEM,2005
resource.pAck.
reFerence
DeningGRB
Budgetworkandgenderequalityandequity
GRB,reproductivehealthandunpaidcarework
FormAt PowerPointpresentationorhandoutollowedbydiscussion
session.outline Introduction:5minutes
Presentation:15minutes
Discussions/Q&A:20minutes
Conclusion:5minutes
Total: 45 minutes
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SeSSion GuidelineS
prior to the session
Reviewrelevantsectionotheresourcepack.
PreparePowerPointpresentationorhandoutbasedonsuggestedkeymessages.
Preparefipchartwiththeobjective(s)othesessionandhangonwallthroughoutthesessionorreerence.
introduction
Readoutloudtheobjectivesothesession.
Indicateatwhichstageotheroadmapthesessionstands.
Describetheprocessothesession.
Key Messages
Thebudgetisthesinglemostimportantpolicytoologovernmentasitaectsthesuccessulimplementationoall
otherpolicies.
Genderresponsivebudgetsarenotseparatebudgetsorwomenormen.
Agenderresponsivebudgetensuresthattheneedsandinterestsoindividualsromdierentsocialgroups(sex,
age,race,ethnicity,location)areaddressedinexpenditureandrevenuepolicies.
GRBusesvarioustools,approachesandstrategiestomonitoroutcomes,outputs,activitiesandinputsobudgets
withagenderperspective.
CEDAWdoesnotcontainaspecicprovisiononbudgets,buttheCEDAWCommitteehasotenraisedquestionsregardinggovernmentsbudgets.
GendermainstreamingisastrategyadoptedinBeijingastheprimarytoolorpromotinggenderequalityworldwide.
Whataretherequirementsorsuccessulgendermainstreaming?
CanGRBbeatoolorgendermainstreaming?
Whatdoesittakeorgenderequalityadvocatestoinfuencethemainstream?
conclusion
Invitequestions/discussionsandoernecessaryclarications.
Reerbacktotheobjectivesothesessionandcheckinwithparticipantstoensurethatthestated
objectivesaremet.
Wrapupandmakeatransitiontothenextsession
SESSION 1: gRB CONCEPTS AND PRINCIPLES
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oBjectives Bytheendothissession,participantsareexpectedto:
Articulatelinkagesbetweenpolicymaking,programmingandbudgetingandthe
addedvalueogenderresponsivebudgetingapproachestopolicyoutcomes.
Understandopportunitiesprovidedbyperormance-basedbudgetingasanapproach
thatbuildsthelinksbetweenplanning,budgetingandresults.
content Theve-stepapproachtoGRB
AcountryexampleoaGRBinitiativethatlinkedgenderplanning
toprogramming,budgetingandauditing
Perormancebasedbudgeting:abudgetingapproachwithgenderresponsivepotential
HAndout ReertoCD-ROMorrelatedreadings
resource.pAck.
reFerence
Page52:Budgetormulation
Page60:Mexicanguidetoormulatinghealthsectorbudgets
FormAt PowerPointpresentation
session.outline Presentation:20minutes
Discussions:20minutes
Conclusion:5minutes
Total: 45 minutes
SESSION 2: gRB PROCESSES:
PLANNINg AND POLICy TRANSFORmATION
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SeSSion GuidelineS
prior to session
ReviewrelevantsectionsotheresourcepackandpreparePowerPointpresentationorhandouts.
Preparefipchartwithobjectivesothesessionandpostonthewallorreerence.
introduction
Readorhaveparticipantsreadoutloudtheobjectivesothesession.
Indicateatwhichstageotheroadmapthesessionstands.
Describetheprocessothesession.
Key Messages
DescriptionocommonGRBactivities:research,advocacy,monitoring,training,awareness-raising,
policyanalysisanddesign
Theve-stepapproachtoGRB
WhatarethebenetsoGRBworkorgovernment?
Concreteexample:theMexicanguideorbudgetormationinhealthsectorisprovidedinAnnex1
(CD-ROM)buttheacilitatormaychoosedierentexample
Whatarepossiblequestionstoassistwithincorporatinggenderinprogramming?
LinkingGRBandperormancebudgeting
Perormancebudgetingandthe3Es(Economy,Eciency,andEectiveness)
conclusion
Invitequestionsandprovideanswersandreerencestoreadingmaterials.
Wrapupandintroducethenextactivity.
SESSION 2: gRB PROCESSES:
PLANNINg AND POLICy TRANSFORmATION
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budGet formats and processe
Module 2
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oBjectives Bytheendothissession,theparticipantsareexpectedtobeabletodistinguishbetween
dierentbudgetclassicationsandormatsandidentiythepotentialorthegenderanaly-
sisoeachothem.
content Denitionoabudget
Budgetclassications
Budgetormats
Budgetprocess
Thestructureoareal-liebudget:GautengDepartmentoHealth(ProvincialBudget,
SouthArica),MinistryoHealth(NationalBudget,Pakistan)
HAndout CountryBudgets
GautengHealthBudget(SouthArica)
PakistanHealthBudget
resource.pAck.
reFerence
Page50:Whatdobudgetslooklike?
FormAt PowerPointpresentationorhandoutsollowedbyexercise
session.outline Presentation:15minutes
Exercise:60minutes
Total: 75 minutes
SESSION 1: WhAT IS A BUDgET?
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0
SESSION 1: WhAT IS A BUDgET?
General GuidelineS
prior to session
ReviewrelevantsectionsotheresourcepackandpreparePowerPointpresentationorhandouts.
Preparefipchartwithobjectivesothesessionandhangonawallorreerence.
introduction
Readorhaveparticipantsreadoutloudtheobjectivesothesession.
Indicateatwhichstageotheroadmapthesessionstands.
Describetheprocessothesession.
Key Messages
Budgetdocumentsincludedierentnumbersandtypesopublicationsacrosscountries,butall
budgetdocumentshavethepotentialtoassistinGRBwork.
Commonwaysoclassiyingexpendituresinabudgetare:economic,administrative,unctional
orprogram.However,governmentsotenpresentthebudgetinmorethanoneway.
Budgetormatscanbecomplicatedandoverwhelming,butthingsbecomesimplerwhenyouknowtheormatand
conventionsorthecountryyouareworkingin.
conclusion
Invitequestionsanddiscussions.
Oernecessaryclarications.
Reerbacktotheobjectivesothesessionandcheckinwithparticipantstoensurethestatedobjectivesweremet.
Wrapupandintroducethenextactivity.
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SESSION 1: WhAT IS A BUDgET?
ExERCISES
Two exercises are proposed or this session. The rst exercise is What does a budget tell us? and the
second exercise involves questioning the budget o the Ministry o Justice (Gauteng 1999/2000). The
acilitator can use either the rst exercise or the rst and second exercises together depending on the
time available. It is not advisable to use the second exercise without the rst one, as it does not allow
the participants to examine the variation in budget ormats.
ExERCISE I: WHAT DOES A BUDGET TELL US?
inStructionS to Facilitator
W d B t u?
Time:60minutes
Materials needed
CopiesoextractsromtheGautengandPakistanbudgetdocuments
Flipchartpaper
Markers
instructions
Handoutcopieso:
(a) selectedpagesromGautengshealthbudget
(b) selectedpagesoPakistansMedium-TermBudgetFramework(MTBF)ortheMinistryoHealth
Inplenary,usingthePowerPointpresentationentitledWhatisabudget?,takeparticipantsthrough
thepagesothetwodocuments,makingsurethattheyunderstandwhateachothesectionsisabout.
Divideparticipantsintogroupso45people.Thetaskorthegroupsistodiscusswhatthesedocumentstellthemabout
genderandhowthebudgetcaterstotheneedsowomenandmen,girlsandboys.Askeachgrouptowriteuptheirobser-
vationsonfipchartpaper.
Inplenary,askthegroupstoreportbackocusingeachonobservationsthathavenotalreadybeenmadeby
previousgroups.
adaptation
Usebudgetsromcountriesthatarerelevantortheparticipantsinyourworkshop.
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ExERCISE
There are two steps in this exercise. The rst step is Questioning the budget o the Ministry o Justice
Gauteng 1999/2000, which is intended to amiliarize participants with the key elements o a budget.
The second step is Doing budget calculations. It entails working with participants on basic calcula-
tions (adding, subtracting and extracting percentage) to deduct inormation rom the raw gures pro-
vided in the budget.
t: 60 minutes (25 minutes or Step One and 35 minutes or Step Two)
inStructionS to Facilitator
Q B M J g 1999/2000 s i
Materials needed
HandoutB(justicebudget)
HandoutC(Program6)
HandoutD(nationalbudget)
instructions
DistributecopiesoHandoutsBandC.Explainthatthenationalandprovincialgovernmentspresenttheir
budgetsinaWhiteBookthatollowsastandardormat.Eachdepartmentreceivesitsallocationthrougha
vote.ThemostimportantpagesotheWhiteBookaretheonesthatshow:(a) Themoneyvotedoreachdepartment,andhowitisallocatedtodierentprograms(seeHandoutB)
(b) Thebreakdownoeachprogramintosub-programs(seeHandoutC)
explain the different parts of the docuMents:
Showthatsometablesareinthousands(R000)andsomeinmillions(add000000).
Showthattheprintedbudgetgivesguresortwobudgetyearsthecurrentyear(1999/2000)and
themostrecentyear(1998/99).
Explainthatalthoughallbudgetsareoronlytwelvemonths,theyaredescribedusingtwoyears
(separatedwithaslash)becausenationalandprovincialbudgetsrunromAprilooneyeartoMarch
othenext.(LocalbudgetsrunromJulyooneyeartoJuneothenext).
ShowthatthetotalorProgram6(R365058000)matchesthelinetotalorauxiliaryandassociated
servicesinthejusticebudget
Showthatthetotalor1999/2000justicebudget
(R2351234000)approximatelymatchesthetotalorjusticeonthenationaltable(HandoutD)
ExplainthatR2351,2millionisthesameasR2351200000
[25minutes]
SESSION 1: WhAT IS A BUDgET?
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e: d b (s ii)
ResourcePackreerence
Whatdobudgetslooklike?
Materials needed
HandoutB(justicebudget)
HandoutC(Program6)
HandoutD(nationalbudget)
HandoutF(worksheet)
Calculators
instructions
DivideparticipantsintogroupsotwoorthreeandgivethemcopiesoHandoutD(nationalbudget),HandoutB
(justicebudget),HandoutC(Program6),HandoutF(worksheet),andcalculators.
Askthemtoanswerthequestionsontheworksheet.
[35minutes]
adaptation
Theacilitatorcanchoosetomergebothstepsotheexerciseorusethemseparatelydependingontimeavailability
andparticipantsamiliaritywiththesubject.
SESSION 1: WhAT IS A BUDgET?
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SESSION 2: BUDgET PROCESS
oBjectives Bytheendothissession,theparticipantsareexpectedtogainanunderstandingobudget
actorsandtheirdierentrolesinordertoidentiyentrypointsorGRBinbudgetprocesses
andbudgetcycles.
content Generalintroductiontothebudgetprocess
HAndouts ScrambledBudgetProcessAlbaniaCorrectSequenceAlbaniaBudgetProcess
MalaysiaBudgetProcess
AngelesCity,PhilippinesBudgetProcess
BudgetCycle,RhondaSharp,2003
.reFerence.to..
resource.pAck
Thebudgetcycleandopportunitiesorintervention
FormAt Exercise
session.outline Introduction:5minutes
Groupwork:45minutes
Conclusion(Reportandwrapup):20minutes
Total: 75 minutes
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SESSION 2: BUDgET PROCESS
inStructionS to Facilitator
smb B p
Materials needed
FoursetsoacopyotheAlbanianbudgetprocesshandout,cutintostripscorrespondingtothestepsotheprocess
APowerPointslideoroverheadshowingthestepsotheAlbanianbudgetprocessinthecorrectorder
instructions
(a) Divideparticipantsintoourgroups.
(b) GiveeachgroupasetostripscorrespondingtothedierentstepsotheAlbanianbudgetprocess.(c) Explainthatthegreystripsareheadingsrefectingthethreemainpartsothebudgetprocess;thestripswithbold
writingaresub-headingswithinthethreemainparts.
(d) Askeachgrouptotrytoarrangethestripsinthecorrectordertorefecttheullbudgetprocess.
Atertheparticipantshavenishedworking,askeachgrouptopresentitssolution.
ThenshowthePowerPointslideoroverheadwiththecorrectordertodiscussanydierencesbetweenthisandwhatthe
groupsputorward.
note:
Thebudgetprocessmightdierromonecountrytoanotherandacrosslevelsogovernment(local,ornational,
stateorederal). Thestripsrefectthebudgetprocessasdescribedrominsidegovernment.
discuss the folloWing points:
Isthebudgetprocessdierentinparticipantsowncountries?How?
Howmightadescriptionothebudgetprocessromoutsidegovernmentlook?
Whatstepsaremissingromthelist?
discuss the folloWing in a session or sMall group (additional 30 Minutes):
Whichactors(e.g.NGOs,ordinarycitizens,electedrepresentatives)arelikelytobeinvolvedateachstepothe
budgetprocess?
Whichactorscouldbeinvolvedateachstep?
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tools for Gender budGet analysi
Module 3
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SESSION 1: gRB ANALySIS TOOLS: DIANE ELSONS TOOLS
oBjectives Bytheendothissession,participantsareexpectedtobeabletoidentiywhichtoolscan
beusedorspecicbudgetanalysispurposesandproposeadditionalresearchmethodolo-
giesandadaptationstoprovidetheneededevidenceandinormationorpolicyadvocacy
purposes.Italsoenablesparticipantstodrawontheirgenderanalysisskillsinelaboratinga
gender-awarepolicyappraisal.
content KeycharacteristicsoDianeElsonsgenderbudgetanalysistools
Mainstrengthsandweaknessesoreachothetools
RhondaSharpsthree-waycategorization
Likelyactors
HAndouts FactSheetonGRBtools
reFerence.to..
resource.pAck
Frameworksandtools
FormAt PowerPointpresentationorhandoutollowedbyexercise
session.outline PresentationandQ&A:90minutes
Exercise:30minutes
Total: 120 minutes
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0
General GuidelineS
prior to session
ReviewrelevantsectionsotheresourcepackandpreparePowerPointpresentationorhandouts.
Preparefipchartwithobjectivesothesessionandhangonawallorreerence.
introduction
Readorhaveparticipantsreadoutloudtheobjectivesothesession.
Indicateatwhichstageotheroadmapthesessionstands.
Describetheprocessothesession.
Key Messages
DianeElsonstools:
Gender-awarepolicyappraisal
Beneciaryassessment
Sex-disaggregatedpublicexpenditureincidenceanalysis
Analysisoimpactothebudgetontimeuse
Gender-awaremedium-termeconomicpolicyramework
Thesetoolsocusonanalysisratherthanonthedevelopmentobudgets.
Thereisnoneedtouseallthesetools.
Thesearenottheonlyavailabletools.
RhondaSharpsthree-waycategorization
Thesetoolswereusedtoreportpost-hoconbudget,nottoormulatebudget.
Insistonthestrengthsandweaknessesothedierenttoolsandprovideconcreteexamplesorlessonslearnt
romusingthem.
conclusion
Invitequestionsanddiscussions.
Oernecessaryclarications.
Reerbacktotheobjectivesothesessionandcheckinwithparticipantstoensurethestatedobjectivesweremet.
Wrapupandintroducethenextactivity.
SESSION 1: gRB ANALySIS TOOLS: DIANE ELSONS TOOLS
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inStructionS to Facilitator
eb g aw p a
tiMe
30minutes
Materials needed
None
instructions
AterthepresentationoGRBanalysistools,askparticipants(ingroupsotwoorthree)todiscusswhatadditionalaspects
could/shouldbecoveredinasituationanalysis,besidesadescriptionothesituationomen,women,girlsandboysin
relationtothesector/problembeingaddressed.Thesecondslideo
thePowerPointpresentationongender-awarepolicyappraisalcouldserveasastartingpointorthediscussion.
Giveparticipantstenminutestodiscussandthenaskthegroupstosharetheirsuggestionsinplenary.
Recordthesuggestionsonafipchart.
SESSION 1: gRB ANALySIS TOOLS: DIANE ELSONS TOOLS
ExERCISE: ELABORATION OF A GENDER AWARE POLICY APPRAISAL
The objective o this exercise is to allow participants to utilize their gender analysis skills to determine
the main components o a gender aware policy appraisal.
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oBjectives Bytheendothissession,theparticipantsareexpectedtobeabletoengageinadvocacy
orgenderresponsivebudgetingusingcostingmodelsasastrategicentrypoint.Thesession
willocusoncostingmethodologiesorreproductivehealthandgenderequalitytargets.
content MDGcostingmethodologiesandexamplesogovernment-led
costingexercises
ComponentsotheUNMillenniumprojectreproductivehealth
costingtoolOpportunitiesorgenderbudgeting
HAndouts ExtractotheUNMillenniumProjectCostingMethodologydocumentReproductivehealth
costingmodule,http://www.unmillenniumproject.org/documents/Part1-RHCostperCase.xls
reFerence.to..
resource.pAck
CostingtheMDGs
FormAt PowerPointpresentationorhandoutollowedbyexercise
session.outline PresentationandQ&A:60minutes
Exercise:60minutes
Total: 120 minutes
SESSION 2: COSTINg TOOLS:
mDg COSTINg mEThODOLOgIES
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General GuidelineS
prior to session
ReviewrelevantsectionsotheresourcepackandpreparePowerPointpresentationorhandouts.
Preparefipchartwithobjectivesothesessionandhangonawallorreerence.
introduction
Readorhaveparticipantsreadoutloudtheobjectivesothesession.
Indicateatwhichstageotheroadmapthesessionstands.
Describetheprocessothesession.
Key Messages
Cost ingtheMDGs
Globalestimates
MillenniumProjectTools
Maternalandreproductivehealthtools
Separatecostingogenderequality
SomeopportunitiesorbringingGRBintoMDGcostingexercises
conclusion
Invitequestionsanddiscussions.Oernecessaryclarications.
Reerbacktotheobjectivesothesessionandcheckinwithparticipantstoensurethestatedobjectives
weremet.
Wrapupandintroducethenextactivity.
SESSION 2: COSTINg TOOLS:
mDg COSTINg mEThODOLOgIES
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ExERCISE: DESIGNING COSTING RESEARCH
inStructionS to Facilitator
d c r: M Oportunidadespm
tiMe
30minutes
Materials needed
CopiesohandoutonOportunidadesprogramsFlipchartpaperandmarkers
instructions
Inplenary,askparticipantstoeachreadaloudoneparagraphothedescriptionotheMexicos
Oportunidadesprogram.
Dividetheparticipantsintothreeorourgroups.Askthemtodesignabrieresearchprojectshowingmonetaryand
othercostsimposedbythisprogramonitsbeneciaries..Resultsotheresearchshouldsubsequentlybeusedinad-
vocacywork.Askparticipantstobeasconcreteaspossible,withregardtohowtheywillusetheinstruments,ndtheir
respondents,andanalyzetheirdata,etc.
Askeachgrouptosummarizeitsresearchdesignonafipchartorpresentationtoplenary.
SESSION 2: COSTINg TOOLS:
mDg COSTINg mEThODOLOgIES
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oBjectives Bytheendothissession,theparticipantsareexpectedtobeabletodesigncostingre-
searchtosupportNGOadvocacywork.Specicemphasisisplacedondesigningcosting
researchtoadvocateorpoliciesthatrespondtowomensunpaidcarework
content MaternalmortalityinMexico
VAWinSouthArica
Costsohome-basedcare
HAndouts VeronicaZebaduaYanez.2006.GRBworkinFundarMexico.
CSVR.2005.ThepriceoprotectionPolicyBrie.
Oportunidadesprogramactsheet
reFerence.to..
resource.pAck
GRB,reproductivehealthandunpaidcarework
Homebasedcarecasestudy
Glassomilkcasestudy
FormAt PowerPointpresentationorhandoutollowedbydiscussions/Q&A
session.outline PresentationandQ&A:60minutes
Total: 60 minutes
SESSION 3: CASE STUDIES OF NON-gOvERNmENT COSTINg
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General GuidelineS
prior to session
ReviewrelevantsectionsotheresourcepackandpreparePowerPointpresentationorhandouts.
Preparefipchartwithobjectivesothesessionandhangonawallorreerence.
introduction
Readorhaveparticipantsreadoutloudtheobjectivesothesession.
Indicateatwhichstageotheroadmapthesessionstands.
Describetheprocessothesession.
Key Messages
WhymightNGOsdocosting?
Fewgovernmentsdoullcostingoplannedpolicies.
NGOscanengageincostingservices/policiesimportantorgenderequality;comparingcalculatedcosts
withbudgetallocations;advocatingorbiggerandbetterbudgets
Womensunpaid/underpaidworksubsidizesgovernments.
ThreeexamplesocostingareprovidedinAnnex1(CD-ROM)butacilitatormayconsider
context-relevantexamples:
Exampleopolicy:EmergencyobstetriccareinMexico
Exampleolegislation:ProtectionordersorVAWinSouthArica
Exampleounpaidorunderpaidwork:Home-basedcareorHIV/AIDSinBotswana,Zimbabwe
andMozambique
conclusion
Invitequestionsanddiscussions.
Oernecessaryclarications.
Reerbacktotheobjectivesothesessionandcheckinwithparticipantstoensurethestatedobjectivesweremet.
Wrapupandintroducethenextactivity.
SESSION 3: CASE STUDIES OF NON-gOvERNmENT COSTINg
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oBjectives ParticipantsareexpectedtoidentiydierenttypesodataneededorGRBworkand
possiblesourcesandstrategiestodealwithdatagapsbytheendothissession.
content Sex-disaggregatedvs.gender-sensitivedata
Desegregationobudgets
Budgetindicators
Whatisanindicator?
Majordatasources
Addressingdatagaps:e.g.timeusesurveys
WhatcanNGOsdo?
NGOadvocacyontimeuse:CasestudyromTanzania
HAndouts None
reFerence.to..
resource.pAck
Statistics
FormAt PowerPointpresentationorhandoutollowedbydiscussionandexercise
session.outline PresentationandQ&A:60minutes
Exercise:20minutes
Total: 80 minutes
SESSION 4: ADDRESSINg DATA REqUIREmENTS
FOR gENDER BUDgET ANALySIS
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General GuidelineS
prior to session
ReviewrelevantsectionsotheresourcepackandpreparePowerPointpresentationorhandouts.
Preparefipchartwithobjectivesothesessionandhangonawallorreerence.
introduction
Readorhaveparticipantsreadoutloudtheobjectivesothesession.
Indicateatwhichstageotheroadmapthesessionstands.
Describetheprocessothesession.
Key Messages
Bothsex-disaggregatedandgender-sensitivedataareneededorGRB.
Lackodesegregationobudgetguresdoesnotmeangenderanalysisisimpossible.
Typesoindicatorsusedinperormancebudgeting
Sourcesodata:administrativedatavs.censusesandsurveys
LackogenderstatisticsmustnotpreventGRBworkromhappening.
NGOscanundertakesmall-scaledatainvestigations,analyzeexistingdataorworkwithgovernmentstatistics
agenciestocollectmoreaccuratedataongender.
conclusionInvitequestionsanddiscussions.
Oernecessaryclarications.
Reerbacktotheobjectivesothesessionandcheckinwithparticipantstoensurethestatedobjectivesweremet.
SESSION 4: ADDRESSINg DATA REqUIREmENTS
FOR gENDER BUDgET ANALySIS
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SESSION 4: ADDRESSINg DATA REqUIREmENTS
FOR gENDER BUDgET ANALySIS
ExERCISE : INDICATOR DEVELOPMENT
inStructionS to Facilitator
i dm
Materials needed
None
instructions
Divideparticipantsintoourgroups.AskthersttwogroupstoexamineaSaeMotherhoodprogram.
AskthesecondtwogroupstostudyanHIV/AIDSprogram.
Askparticipantstoidentiytheollowing:
ourorvekeyactivitiestobeincludedintheprogram
ourindicatorsthatshowthesituationtobeaddressedbytheprogram
ourorveindicatorsthatshowtheoutputsotheprogram
threeorourindicatorsthatshowtheoutcomesotheprogram
Askparticipantstowritetheirsuggestedindicatorsonfipchartorpresentationinplenary.
adaptation
Participantscanselectprogramprolesaccordingtotheirinterest.
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0
ExERCISE : NEGOTIATING A TIME USE SURVEY
inStructionS to Facilitator
n tm u s
Materials needed
Copiesorolebries
instructions
Giveeachparticipantacopyotheroleplayinstructions.Readouttheparagraphsdescribingthebackgroundinormation.
AssignaparticipantwhoiscondentandhasasenseohumourtobetheMinisteroFinance.
Assigntheotherrolesatrandom.Donotletparticipantschoosewhichroletheywanttotakeon.Ithereare
moreparticipantsthanroles,participantscanworkingroupsrepresentingaparticularinterestgroup.
Giveparticipants10minutestodecidewhattheirownpositionisinrelationtothetimeusesurvey.Then
givethem1520minutestocaucuswithothergroupsabouthowtheycansupporteachotherspositions.
ThenhandovertheproceedingstotheMinisteroFinance,whomustchairthemeeting,givingeachper-
sonatleastonechancetospeak.InormtheMinisteroFinancebeorethemeetinghappenshowlongyou
haveallocatedortheprocess.
Attheendothemeeting,askparticipantstodiscussinplenary: Howrealisticwastheroleplay?
Howcouldadvocatesorthetimeusesurveyhavedonebetter?
Whatotherlessonscanwedrawromtheroleplay?
SESSION 4: ADDRESSINg DATA REqUIREmENTS
FOR gENDER BUDgET ANALySIS
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experiences of Gender budGet initiatives (Gbis
Module 4
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SESSION 1: ExPERIENCES OF gENDER BUDgET INITIATIvES
oBjectives Bytheendothissession,theparticipantsshouldbeinormedaboutthewiderangeoex-
periencesanddiverseapproachesogenderbudgetinitiatives.
content Keycomponentsandstrategiesogenderbudgetinitiatives
MappingogenderbudgetinitiativesandpossibleentrypointsorGBIs
OverviewoUNIFEMGRBProgramming
HAndouts None
reFerence.to..
resource.pAck
Genderbudgetinitiativesarementionedthroughouttheresourcepack
FormAt PowerPointpresentationorhandoutollowedbydiscussion
session.outline Presentation:15minutes
Q&A:30minutes
Total: 45 minutes
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General GuidelineS
prior to session
ReviewrelevantsectionsotheresourcepackandpreparePowerPointpresentationorhandouts.
Preparefipchartwithobjectivesothesessionandhangonawallorreerence.
introduction
Readorhaveparticipantsreadoutloudtheobjectivesothesession.
Indicateatwhichstageotheroadmapthesessionstands.
Describetheprocessothesession.
Key Messages
Genderbudgetinitiativesinvolveavarietyopurposes,actorsandentrypoints.
Genderbudgetinitiativescanuseawiderangeostrategiesincludingcapacitybuildingandskilldevelopment,
researchandanalysis,policyanddataadvocacy,andpartnershipbuildingandnetworking.
Historyogenderbudgetinitiatives
OverviewoUNIFEMGRBwork:countriestargeted,entrypoints,strategiesused,outcomesandlessonslearnt
Genderbudgetanalysisisnotonlyaboutbudgets;thereneedstobeastrongerconnectiontomacroeconomic
policyanalysisusingbudgetsasentrypoints.
Knowledgebuildinganddevelopmentneedstobeacontinuouspriorityinworkingtowardsgender
responsivebudgets.
conclusion
Invitequestionsanddiscussions.
Oernecessaryclarications.
Reerbacktotheobjectivesothesessionandcheckinwithparticipantstoensurethestatedobjectivesweremet.
Wrapupandintroducethenextactivity.
SESSION 1: ExPERIENCES OF gENDER BUDgET INITIATIvES
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oBjectives Bytheendothissession,theparticipantshaveexaminedindetailtwoexperienceson
genderbudgets.
content Presentationothecontentandprocessogenderbudgetinitiativesbypartnerorganizations
HAndouts Countrycasestudies:LatinAmerica,Morocco,Philippines,India,MozambiqueSamplelistostepsdevelopedinCapeTown
reFerence.to..
resource.pAck
Throughoutthedocument
FormAt PowerPointpresentationocountrycasestudiesollowedbyexercise
session.outline Introductionoexercise:3minutes
Groupwork:30minutes
Reportback:10minutes
Conclusion:2minutes
Total: 45 minutes
SESSION 2: CASE STUDIES
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General GuidelineS
prior to session
ReviewrelevantsectionsotheresourcepackandpreparePowerPointpresentationorhandouts.
Preparefipchartwithobjectivesothesessionandhangonawallorreerence.
introduction
Readorhaveparticipantsreadoutloudtheobjectivesothesession.
Indicateatwhichstageotheroadmapthesessionstands.
Describetheprocessothesession.
Invitepresentationsrompartnerorganizations.
Key Message
DiversityocountryexperiencesincarryingoutGRBinitiativesandlessonstobelearnedromeach
othem
conclusion
Openthefoororquestionsanddiscussions.
Askpresenterstooernecessaryclarications.
Reerbacktotheobjectivesothesessionandcheckinwithparticipantstoensurethestatedobjectivesweremet.
SESSION 2: CASE STUDIES
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SESSION 2: CASE STUDIES
ExERCISE: ExAMINING A GENDER BUDGET INITIATIVE
inStructionS to Facilitator
em g B i
Materials needed
HandoutsocountrycasestudiesonGRB
Flipchartandmarkers
instructionsDivideparticipantsintothreeorourgroups.Giveeachgrouphandoutsromtwodierentcountries.Ensurethat
eachcountryiscoveredbyatleasttwogroups.
Askparticipantstoreadthroughthecountrycasestudiesandanalyzethemintermso:
actorsandtheirroles
keystrategies
strengths
weaknesses
Askparticipantstoputtheirndingsonafipchart.Remindthemthatnotallparticipantshavereadallcase
studies.Thereoretheymustmaketheirpointsveryclearsoeveryonecanunderstandthem.
Inplenary,askeachgrouptoprovideabriereport.Organizethereportwithseparatesectionsoreachcountry,
sothatparticipantscanidentiyanydierencesinthevariousgroupsanalysesoaparticularcountry.
Attheendothediscussion,encourageparticipantstoreadintheirsparetimethecasestudiesor
countriesthatwerenotgiventotheirgroup.
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Gbis from within Governmen
Module 5
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oBjectives Bytheendothissession,participantsareexpectedtobeamiliarwiththetypesandpur-
poseogenderbudgetstatementsandtobeabletosupportlineministriesinthepreparation
ogenderbudgetstatements,buildingonexperiencesromothercountries.
content Denitionoagenderbudgetstatement
Purposeogenderbudgetstatement
CasesromIndia,RwandaandGautengprovince(SouthArica)
HAndouts CopiesoIndia,RwandaandGautenggenderbudgetstatements
reFerence.to..
resource.pAck.
Mentionedatvariouspoints,includingasoneotheElsontools
FormAt PowerPointpresentationollowedbyexercise
session.outline Presentation:10minutes
Groupwork:75minutes
Conclusion:5minutes
Total: 90 minutes
SESSION 1: gENDER BUDgET STATEmENTS
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General GuidelineS
prior to the session
PreparePowerPointpresentationorhandoutbasedonkeymessages.
Preparefipchartwiththeobjective(s)othesessionandhangonwallthroughoutthesession
orreerence.
introduction
Readoutloudtheobjectivesothesession.
Indicateatwhichstageotheroadmapthesessionstands.
Describetheprocessothesession.
Key Messages
Natureandpurposeogenderbudgetstatement
ReasonsorincludinggenderbudgetstatementinGRBwork
Formatandcomponentsogenderbudgetstatements
BackgroundtoIndiaexample
BackgroundtoRwandaexample
BackgroundtoGautengexample
conclusionInvitequestions/discussionsandoernecessaryclarications.
Reerbacktotheobjectivesothesessionandcheckinwithparticipantstoensurethatthestatedobjectives
aremet.
Wrapupandmakethetransitiontotheexercise.
SESSION 1: gENDER BUDgET STATEmENTS
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SESSION 1: gENDER BUDgET STATEmENTS
ExERCISE: ANALYzING GENDER BUDGET STATEMENTS FROM INDIA, RWANDAAND SOUTH AFRICA (GAUTENG PROVINCE)
Time: 75 minutes
inStructionS to Facilitator
az g B sm
Materials needed
CopiesogenderbudgetstatementsromIndia(ullstatement),Rwanda(HIVsub-programotheMinistryoHealth)
andGautengprovince(DepartmentoHealth).Flipchartpaperandmarkers.
instructions
DuringthePowerPointpresentation,makesurethatparticipantsunderstandthebackgroundandapproachusedin
eachothethreecountries.
Askparticipantstoworkwiththepeoplesittingnexttothemtoexamineeachothethreegenderbudgetstatements
andcomeupwithconstructivesuggestionsasto:
howthegovernmentconcernedcouldimprovethewaytheyportrayexistingprograms/activitiesonthebasiso
theormatagreedupon
howthegovernmentconcernedcouldimprovetheprogram/activitiesrefectedinthegenderbudgetstatementAskthegroupstoocustheirattentionprimarilyontherstaspect,andtoputthemselvesinthepositionoadvisorsto
thegovernmentratherthanoutsidecritics.
Inplenary,requestsuggestionsoneachothecountriesinturn.Writeupthesuggestionsonthefipchart.
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oBjectives Bytheendothissession,theparticipantsareexpectedtobeknowledgeable
aboutMinistryoFinanceCallCircularsandabletoidentiystrategicinterventions
toengenderthecallcircularandtherelatedpoliticalandtechnicalchallenges.
content Groupdiscussiononcallcircularsandexerciseanalyzingthecallcircularsrom
twocountries
HAndouts None
reFerence.to..
resource.pAck
Callcircularsarementionedonvariousoccasionsintheresourcepack.
FormAt Plenarydiscussionollowedbyexercise
SESSION 2: CALL CIRCULARS: CASES FROm
TANzANIA AND mALAySIA
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SESSION 2: CALL CIRCULARS: CASES FROm
TANzANIA AND mALAySIA
ExERCISE: ExAMINING CALL CIRCULARS FROM A GENDER PERSPECTIVE
Time: 45 minutes
inStructionS to Facilitator
em c c m g p
Materials needed
CopiesotheTanzaniaandMalaysiacallcirculars
group WorKTask:TomakesuggestionsastohowtheMalaysiancallcircularcanbemadegender-sensitive
instructions
Giveeachparticipantacopyothecallcircular.Explainthatthisisthecallcircularortheve-yearplan,
whichisthebasisothedevelopmentbudgetinMalaysia.
Askparticipantstotaketurnsreadingthecallcircular,witheachpersonreadingoneparagraph.
Pauseatereachparagraphtodiscusswhethertheparticipantshaveanyideasorchangesthatwould
makethecallcircularmoregender-sensitive
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oBjectives Bytheendothissession,theparticipantsareexpectedtobeabletointegrategender
budgetingtoolsandstrategiesintheirprogramming.
content WhereandhowcanUNFPAandUNIFEMcontributetocountriestransitionstowardsgender
responsivebudgets?
HAndouts None
reFerence.to..
resource.pAck
TheentireresourcepackprovidesinsightsonsupportingGRBwork.
FormAt PowerPointpresentationollowedbygroupdiscussionandexercise
CLOSINg SESSION: SUPPORTINg gRB WORk
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CLOSINg SESSION: SUPPORTINg gRB WORk
General GuidelineS
prior to the session
PreparePowerPointpresentationorhandoutbasedonhighlightedkeymessages.
Preparefipchartwiththeobjective(s)othesessionandhangonwallthroughoutthesession
orreerence.
introduction
Readoutloudtheobjectivesothesession.
Indicateatwhichstageotheroadmapthesessionstands.
Describetheprocessothesession.
Key Messages
GRBwork:purpose,tools,entrypoints,stakeholdersanalysis
StrategiesorsupportingGRBwork
conclusion
Invitequestionsanddiscussions.
Oernecessaryclarications.
Reerbacktotheobjectivesothesessionandcheckinwithparticipantstoensurethestated
objectivesweremet.
Wrapupandintroducethenextactivity.
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ExERCISE: KEY qUESTIONS FOR GRB PROGRAM DEVELOPMENT
Time: 60 minutes
inStructionS to Facilitator
K Q grB pm dm
Materials needed
Flipcharts
instructionsDivideparticipantsintothreegroups.AskthemtoormulateaprogramwithaGRBanglebyrespondingto
questionson
(a)thepurposeotheGBI
(b)tools
(c)entrypointsandstakeholders
(d)strategiesintheollowingcontexts:
Inacountrythatrecentlypassedalawondomesticviolence
Topromotetheincreaseoemalecondomusers
Toaddresshighmaternalmortalityinaspeciccommunity
Groupsreportbackanddiscusstheirndingsinplenary.
CLOSINg SESSION: SUPPORTINg gRB WORk
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annexe
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day i
introductory session
9:009:15 Welcome
9:1510:00 Participantsintroductions
10:0011:00 Exercise
11.00-11:30 ARoadMaptoGenderResponsiveBudgeting
Module 1: gender Budgeting: concepts, principles and processes
11:3012:15 Session1:
GRBconceptsandprinciples
12:1512:45 Session2:
GRBProcesses:Planningandpolicytransormation
12:451:45 Lunchbreak
Module 2: Budget forMats and processes
1:452:00 Session1:Whatisabudget?
2:003:30 Exercise:Whatdoesabudgettellus?
3:304:45 Session2:Budgetprocessexercise
4:455:00 Wrapup
ANNEx 1: CD-ROm CONTAININg
1. ta..:
a. PowerPoint presentations per session
b. Handouts per session
2. .r.pa:.B.f.r.rh:.u.g..
r.B
3. l.f.y.a....b
ANNEx 2: SUggESTED WORkShOP PROgRAm
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day ii
9:009:15report BacK froM day i
Module 3: tools for gender Budget analysis
9:1510:45 Session1:GRBanalysistools:DianeElsonstools
10:4511:15 Elaborationogender-awarepolicyappraisal
11:1511:30 Coeebreak
11:3012:30 Session2:Costingtools:MDGcostingmethodologies
12:301:30 Lunchbreak
1:302:30 Exercise:DesigningCostingResearch2:303.30 Session3:Casestudiesonon-governmentcosting
3:304:30 Session4:Addressingdatarequirementsorgenderbudgetanalysis
4:305:00 Exercise:Negotiatingoratimeusesurvey
ANNEx 2: SUggESTED WORkShOP PROgRAm
day iii
9:009:15report BacK froM day ii
Module 4: experiences of gender Budget initiatives
9:1510:00 Session1:Experiencesogenderbudgetinitiatives
10:0010:45 Session2:Casestudies
10:4511:00 Coeebreak
Module 5: gender Budget initiatives froM Within governMent
11:0011:30 Session1:Genderbudgetstatements
11:3012:30 Exercise:Analyzinggenderbudgetstatements
12.301:30 Lunch
1:302:30 Session2:Examiningcallcircularsromagenderperspective
final session
2:303:30 SupportingGRBwork
conclusions and evaluation
3:304:00 Evaluation
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ANNEx 3: ExAmPLE OF WORkShOP EvALUATION FORm
. HOW DO YOU RATE THE TRAINING MANUAL IN RELATION TO ITS INTENDEDOBJECTIVES?
1)Building in-depth understanding o GRB as a policy advocacy and technical tool
2)Developing skills needed to initiate programming that supports GRB work at country level
ra.ob.i
q Very good qGood qAverage qPoor qVery Poor
ra.ob.2
q Very good qGood qAverage qPoor qVery Poor
pa.a.ay.h..y.ha.
_____________________________________________________________________________________________________
_____________________________________________________________________________________________________
. HOW DO YOU RATE THE FACILITATION OF THIS WORKSHOP?
q Very good qGood qAverage qPoor qVery Poor
pa.a.ay.h..y.ha..h.faa
_____________________________________________________________________________________________________
_____________________________________________________________________________________________________
. HOW DO YOU RATE THE HANDOUTS AND READING MATERIALS PROVIDED ATTHE WORKSHOP?
q Very good qGood qAverage qPoor qVery Poor
pa.a.ay.h..y.ha..h.aa.
_____________________________________________________________________________________________________
_____________________________________________________________________________________________________
. HOW WOULD YOU RATE THE VENUE, ACCOMMODATION AND OVERALL LOGIS-
TICS PROVIDED FOR THIS WORKSHOP?
q Very good qGood qAverage qPoor qVery Poor
pa.a.ay.h..y.ha..h.
_____________________________________________________________________________________________________
_____________________________________________________________________________________________________
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ANNEx 3: ExAmPLE OF WORkShOP EvALUATION FORm
. WHAT HAVE YOU LEARNED THROUGH THE TRAINING WORKSHOP?_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
. WHICH FACTORS FACILITATED OR HINDERED YOUR LEARNING?
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
. HOW DO YOU INTEND TO USE YOUR LEARNING?
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
. WHICH IMPROVEMENT (S) (IF ANY) WOULD YOU LIKE TO SEE IN THE OVERALL
DESIGN, DELIVERY AND METHODOLOGY OF THE WORKSHOP OR THE
TRAINING MANUAL?
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
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introductory SeSSion
s p h K r
Openingceremony
Exercise:Negotiating
ahouseholdbudget
Copiesobasic
householdbudgets,
copiesoinstructions
oreachamilyand
amilymembers
ManualRoadmap GenderResponsive
Budgeting:Workshop
objectivesandroad
map
Workshop
program
Trainingmanual
Module 1: Gender budGetinG: conceptS, principleS and purpoSeS
s p h K r
Session1:GRBconcepts
andprinciples
Gender-Responsive
Budgeting:Conceptsand
Principles
FactSheet:Govern-
mentaccountabil-
itytoHumanRights
throughbudgets,
UNIFEM,2005
Budlender,Debbieetal..GenderBudgets
MakeCents.London:CommonwealthSecre-
tariat,2002.
UNIFEM,GenderResponsiveBudgets:Strat-
egies,ConceptsandExperiences.(paper
romaHighLevelInternationalConerence
onStrengtheningEconomicandFinancial
GovernanceThroughGenderResponsive
Budgeting,Brussels,BelgiumOctober16
18,2001)
InstituteoDevelopmentStudies.Gender
BudgetsCuttingEdgePack(alsoseeUNDP
BridgeCD-ROM).Brighton:InstituteoDevel-
opmentStudies2003.
Elson,Diane.BudgetingorWomensRights.
NewYork:UNIFEM,2006.
Session2:GRBProcess-
es:Planningandpolicy
transormation
Planningandpolicytrans-
ormationHowcanGRB
assist?
ReertoCD-ROMto
identiyrelevantkey
readingstohandout
Budlender,Debbieetal..GenderBudgets
MakeCents.London:CommonwealthSecre-
tariat,2002.
Sharp,Rhonda.BudgetingForEquity.New
York:UNIFEM,2003.
ANNEx 4: LIST OF hANDOUTS AND kEy
REFERENCES PER SESSION
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Module 2: budGet ForMatS and proceSSeS
s p h K r
Session1:Whatis
abudget?
BudgetClassications
andormats
SectoralBudgetsoDierentCountries
Exercise1:Whatdoes
abudgettellus?
CountryBudgets
GautengHealthBud-
get,SouthArica
PakistanHealth
Budget
Exercise2:Questioning
thebudgetotheMinistry
oJusticeGauteng
1999/2000
Gauteng:
Justicebudget,
Program6budget
andnationalbudget
Session2:Budget
processexercise
Exercise:Scrambled
budgetprocess
ScrambledBudget
ProcessAlbania
CorrectSequence
AlbaniaBudget
Process
Malaysiabudget
process
AngelesCity,Phil-
ippinesBudget
Process
BudgetCycle
RhondaSharp2003
Wehner,JoachimandByanyima,Winnie.
Parliament,theBudgetandGender.
Geneva:IPU,2004.
Budlender,DebbieandHewitt,Guy.
EngenderingBudgets:
APractitionersGuidetoUnderstandingand
ImplementingGenderResponsiveBudgets
London:CommonwealthSecretariat,2003.
ANNEx 4: LIST OF hANDOUTS AND kEy
REFERENCES PER SESSION
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Module 3: toolS For Gender budGet analySiS
s p h K r
Session 1: GRB analysis
tools: Diane Elsons
tools
GRBanalysistools:an
introduction
FactSheet,GRB
Tools,UNIFEM
UNIFEM.ProgressotheWorldsWomen.
NewYork:UNIFEM,2000.
Exercise: Elaboration of
a gender aware policy
appraisal
Session 2: Costing
tools: MDG costing
CostingtheMDGswith
aocusongenderand
reproductivehealth
ExtractotheUN
MillenniumProject
CostingMethodology
Reproductivehealth
costingmodule
Exercise: Designing
Costing Research:
Mexicos Oportunidades
Program
CopyoMexicos
Oportunidades
program
Session 3: Case
studies of
non-government
costing
Costingoutsidethe
governments:threecase
studies
VeronicaZebadua
Yanez,GRBwork
byFundarMexico,
2006CSVRThepriceo
protectionPolicy
Brie,2005
Oportunidadespro-
gramactsheet
Luciano,D.,Esim,S.,andDuvvury,N.Howto
makethelawwork?BudgetaryImplications
oDomesticViolencePoliciesinLatinAmer-
ica,Synthesispaper.InternationalCenterorResearchonWomen,2003.
AndiaPerez,Bethsabe,etal.GenderSensi-
tiveBudgetsinLatinAmerica:Accountability
orEquityandTransparency.
UNIFEM,2004.
Session 4: Addressing
data requirements for
gender budget analysis
Datarequirementsor
GRB:therearemorepos-
sibilitiesavailablethan
youthink!
Exercise 1: Indicator
development
Exercise2:Negotiating
atimeusesurvey
Copiesoroleplay
instructionsandrole
description
ANNEx 4: LIST OF hANDOUTS AND kEy
REFERENCES PER SESSION
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Module 4: experienceS oF Gender budGet initiativeS (GbiS)
s p h K r
Session1:Experienceso
genderbudgetinitiatives
GenderBudgetInitiatives:
MappingandOverview
UNIFEM..ALearningProgrammein
Action:UNIFEM
GenderResponsiveBudgeting
Programme
Mid-termReviewSummaryReport.
NewYork:UNIFEM,2004.
Budlender,Debbie,etal.GenderBudgets
MakeCents.London:Commonwealth
Secretariat,2002.
Session2:Casestudies Genderbudget
initiativesledby
partner-organizations
Countrycasestud-
ies:LatinAmerica,
Morocco,Philippines,
India,Mozambique
SampleGRBcheck-
listdevelopedin
CapeTown
Exercise:Examininga
genderbudgetinitiative
Copiesocountry
casestudies:Latin
America,Morocco,Philippines,India,
Mozambique
ANNEx 4: LIST OF hANDOUTS AND kEy
REFERENCES PER SESSION
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Module 5: Gender budGet initiativeS FroM within GovernMent
s p h K r
Session1:Genderbudget
statements
Genderbudget
statements:Nature
andpurpose
CopiesoIndia,
Rwandaand
Gautenggender
budgetstatements
Exercise:Analyzing
genderbudgetstatements
Copiesogender
budgetstatements
romIndia(ull
statement),Rwanda
(HIVsub-programoMinistryoHealth/
MINISANTE)and
Gautengprovince
(Departmento
Health)
Session2:Callcirculars:
CasesromTanzaniaand
Malaysia
Budlender,DebbieandHewitt,Guy.Gender
BudgetsMakeMoreCents.London:Com-
monwealthSecretariat,2002.
Exercise:Examiningcall
circularsromagender
perspective
CopiesoTanzania
andMalaysiacall
circulars
cloSinG SeSSion: SupportinG Grb work
s p h K r
SupportingGRBwork UsingGRBasatool:
Whereandhowcan
UNIFEMandUNFPA
contributetocountries
transitionstowardsgen-
derresponsivebudgets?
Exercise:Keyquestions
orGRBprogram
development
F....g.r.B.a.b
ANNEx 4: LIST OF hANDOUTS AND kEy
REFERENCES PER SESSION
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