2006 unifem training manual

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

ml: [email protected]

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.



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


Exercise:60minutes

Total: 75 minutes

SESSION 1: WhAT IS A BUDgET?


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0


General GuidelineS

prior to session


Preparefipchartwithobjectivesothesessionandhangonawallorreerence.

introduction




Key Messages

Budgetdocumentsincludedierentnumbersandtypesopublicationsacrosscountries,butall

budgetdocumentshavethepotentialtoassistinGRBwork.

Commonwaysoclassiyingexpendituresinabudgetare:economic,administrative,unctional

orprogram.However,governmentsotenpresentthebudgetinmorethanoneway.

Budgetormatscanbecomplicatedandoverwhelming,butthingsbecomesimplerwhenyouknowtheormatand

conventionsorthecountryyouareworkingin.

conclusion

Invitequestionsanddiscussions.

Oernecessaryclarications.

Reerbacktotheobjectivesothesessionandcheckinwithparticipantstoensurethestatedobjectivesweremet.



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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)


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]



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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.



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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


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



introduction




Key Messages

DianeElsonstools:

Gender-awarepolicyappraisal

Beneciaryassessment

Sex-disaggregatedpublicexpenditureincidenceanalysis

Analysisoimpactothebudgetontimeuse

Gender-awaremedium-termeconomicpolicyramework

Thesetoolsocusonanalysisratherthanonthedevelopmentobudgets.

Thereisnoneedtouseallthesetools.

Thesearenottheonlyavailabletools.

RhondaSharpsthree-waycategorization

Thesetoolswereusedtoreportpost-hoconbudget,nottoormulatebudget.

Insistonthestrengthsandweaknessesothedierenttoolsandprovideconcreteexamplesorlessonslearnt

romusingthem.

conclusion







33/73


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.


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


Exercise:60minutes

Total: 120 minutes

SESSION 2: COSTINg TOOLS:

mDg COSTINg mEThODOLOgIES


35/73

General GuidelineS

prior to session



introduction




Key Messages

Cost ingtheMDGs

Globalestimates

MillenniumProjectTools

Maternalandreproductivehealthtools

Separatecostingogenderequality

SomeopportunitiesorbringingGRBintoMDGcostingexercises

conclusion

Invitequestionsanddiscussions.Oernecessaryclarications.

Reerbacktotheobjectivesothesessionandcheckinwithparticipantstoensurethestatedobjectives

weremet.





36/73

ExERCISE: DESIGNING COSTING RESEARCH


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.




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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


Total: 60 minutes

SESSION 3: CASE STUDIES OF NON-gOvERNmENT COSTINg


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General GuidelineS

prior to session



introduction




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





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


Exercise:20minutes

Total: 80 minutes

SESSION 4: ADDRESSINg DATA REqUIREmENTS

FOR gENDER BUDgET ANALySIS


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General GuidelineS

prior to session



introduction




Key Messages

Bothsex-disaggregatedandgender-sensitivedataareneededorGRB.

Lackodesegregationobudgetguresdoesnotmeangenderanalysisisimpossible.

Typesoindicatorsusedinperormancebudgeting

Sourcesodata:administrativedatavs.censusesandsurveys

LackogenderstatisticsmustnotpreventGRBworkromhappening.

NGOscanundertakesmall-scaledatainvestigations,analyzeexistingdataorworkwithgovernmentstatistics

agenciestocollectmoreaccuratedataongender.

conclusionInvitequestionsanddiscussions.






41/73



ExERCISE : INDICATOR DEVELOPMENT


i dm

Materials needed

None

instructions

Divideparticipantsintoourgroups.AskthersttwogroupstoexamineaSaeMotherhoodprogram.

AskthesecondtwogroupstostudyanHIV/AIDSprogram.

Askparticipantstoidentiytheollowing:

ourorvekeyactivitiestobeincludedintheprogram

ourindicatorsthatshowthesituationtobeaddressedbytheprogram

ourorveindicatorsthatshowtheoutputsotheprogram

threeorourindicatorsthatshowtheoutcomesotheprogram

Askparticipantstowritetheirsuggestedindicatorsonfipchartorpresentationinplenary.

adaptation

Participantscanselectprogramprolesaccordingtotheirinterest.


42/73

0

ExERCISE : NEGOTIATING A TIME USE SURVEY


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?




43/73

experiences of Gender budGet initiatives (Gbis

Module 4


44/73


45/73

SESSION 1: ExPERIENCES OF gENDER BUDgET INITIATIvES

oBjectives Bytheendothissession,theparticipantsshouldbeinormedaboutthewiderangeoex-

periencesanddiverseapproachesogenderbudgetinitiatives.

content Keycomponentsandstrategiesogenderbudgetinitiatives

MappingogenderbudgetinitiativesandpossibleentrypointsorGBIs

OverviewoUNIFEMGRBProgramming

HAndouts None

reFerence.to..

resource.pAck

Genderbudgetinitiativesarementionedthroughouttheresourcepack

FormAt PowerPointpresentationorhandoutollowedbydiscussion


Q&A:30minutes

Total: 45 minutes


46/73

General GuidelineS

prior to session



introduction




Key Messages

Genderbudgetinitiativesinvolveavarietyopurposes,actorsandentrypoints.

Genderbudgetinitiativescanuseawiderangeostrategiesincludingcapacitybuildingandskilldevelopment,

researchandanalysis,policyanddataadvocacy,andpartnershipbuildingandnetworking.

Historyogenderbudgetinitiatives

OverviewoUNIFEMGRBwork:countriestargeted,entrypoints,strategiesused,outcomesandlessonslearnt

Genderbudgetanalysisisnotonlyaboutbudgets;thereneedstobeastrongerconnectiontomacroeconomic

policyanalysisusingbudgetsasentrypoints.

Knowledgebuildinganddevelopmentneedstobeacontinuouspriorityinworkingtowardsgender

responsivebudgets.

conclusion





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



introduction




Invitepresentationsrompartnerorganizations.

Key Message

DiversityocountryexperiencesincarryingoutGRBinitiativesandlessonstobelearnedromeach

othem

conclusion

Openthefoororquestionsanddiscussions.

Askpresenterstooernecessaryclarications.




49/73


ExERCISE: ExAMINING A GENDER BUDGET INITIATIVE


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


52/73


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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


Groupwork:75minutes

Conclusion:5minutes

Total: 90 minutes

SESSION 1: gENDER BUDgET STATEmENTS


54/73

General GuidelineS


PreparePowerPointpresentationorhandoutbasedonkeymessages.

Preparefipchartwiththeobjective(s)othesessionandhangonwallthroughoutthesession

orreerence.

introduction




Key Messages

Natureandpurposeogenderbudgetstatement

ReasonsorincludinggenderbudgetstatementinGRBwork

Formatandcomponentsogenderbudgetstatements

BackgroundtoIndiaexample

BackgroundtoRwandaexample

BackgroundtoGautengexample

conclusionInvitequestions/discussionsandoernecessaryclarications.

Reerbacktotheobjectivesothesessionandcheckinwithparticipantstoensurethatthestatedobjectives

aremet.

Wrapupandmakethetransitiontotheexercise.



55/73


ExERCISE: ANALYzING GENDER BUDGET STATEMENTS FROM INDIA, RWANDAAND SOUTH AFRICA (GAUTENG PROVINCE)

Time: 75 minutes


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.


56/73

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


57/73

SESSION 2: CALL CIRCULARS: CASES FROm

TANzANIA AND mALAySIA

ExERCISE: ExAMINING CALL CIRCULARS FROM A GENDER PERSPECTIVE

Time: 45 minutes


em c c m g p

Materials needed

CopiesotheTanzaniaandMalaysiacallcirculars

group WorKTask:TomakesuggestionsastohowtheMalaysiancallcircularcanbemadegender-sensitive

instructions

Giveeachparticipantacopyothecallcircular.Explainthatthisisthecallcircularortheve-yearplan,

whichisthebasisothedevelopmentbudgetinMalaysia.

Askparticipantstotaketurnsreadingthecallcircular,witheachpersonreadingoneparagraph.

Pauseatereachparagraphtodiscusswhethertheparticipantshaveanyideasorchangesthatwould

makethecallcircularmoregender-sensitive


58/73

oBjectives Bytheendothissession,theparticipantsareexpectedtobeabletointegrategender

budgetingtoolsandstrategiesintheirprogramming.

content WhereandhowcanUNFPAandUNIFEMcontributetocountriestransitionstowardsgender

responsivebudgets?

HAndouts None

reFerence.to..

resource.pAck

TheentireresourcepackprovidesinsightsonsupportingGRBwork.

FormAt PowerPointpresentationollowedbygroupdiscussionandexercise

CLOSINg SESSION: SUPPORTINg gRB WORk


59/73


General GuidelineS


PreparePowerPointpresentationorhandoutbasedonhighlightedkeymessages.

Preparefipchartwiththeobjective(s)othesessionandhangonwallthroughoutthesession

orreerence.

introduction




Key Messages

GRBwork:purpose,tools,entrypoints,stakeholdersanalysis

StrategiesorsupportingGRBwork

conclusion



Reerbacktotheobjectivesothesessionandcheckinwithparticipantstoensurethestated

objectivesweremet.



60/73

ExERCISE: KEY qUESTIONS FOR GRB PROGRAM DEVELOPMENT

Time: 60 minutes


K Q grB pm dm

Materials needed

Flipcharts

instructionsDivideparticipantsintothreegroups.AskthemtoormulateaprogramwithaGRBanglebyrespondingto

questionson

(a)thepurposeotheGBI

(b)tools

(c)entrypointsandstakeholders

(d)strategiesintheollowingcontexts:

Inacountrythatrecentlypassedalawondomesticviolence

Topromotetheincreaseoemalecondomusers

Toaddresshighmaternalmortalityinaspeciccommunity

Groupsreportbackanddiscusstheirndingsinplenary.



61/73

annexe


62/73


63/73

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


65/73

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


pa.a.ay.h..y.ha.

_____________________________________________________________________________________________________

_____________________________________________________________________________________________________

. HOW DO YOU RATE THE FACILITATION OF THIS WORKSHOP?


pa.a.ay.h..y.ha..h.faa

_____________________________________________________________________________________________________

_____________________________________________________________________________________________________

. HOW DO YOU RATE THE HANDOUTS AND READING MATERIALS PROVIDED ATTHE WORKSHOP?


pa.a.ay.h..y.ha..h.aa.

_____________________________________________________________________________________________________

_____________________________________________________________________________________________________

. HOW WOULD YOU RATE THE VENUE, ACCOMMODATION AND OVERALL LOGIS-

TICS PROVIDED FOR THIS WORKSHOP?


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?

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________


67/73

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


68/73

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.




69/73

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.


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




70/73

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.


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




71/73

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




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2006 unifem training manual

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