Gender, think-tanks and international affairs: a toolkit - February 2021 Laura Dunkley (Chatham House), Marissa Conway (CFFP), Marion Messmer (BASIC)
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Gender, think-tanks and international affairs: a toolkit February 2021 Laura Dunkley (Chatham House), Marissa Conway (CFFP), Marion Messmer (BASIC)
Contents Introduction...............................................2 Toolkit purpose and audience....................4 Useful definitions.......................................6 Organizational structures, activities and practices...............................8 Developing an organizational action plan............................................... 10 Convening and debate.............................. 14 Research and analysis..............................21 Communications and publishing..............29 Five top tips..............................................36 Resources.................................................37 Limitations...............................................38 About the authors.....................................39 Acknowledgments....................................40 www.chathamhouse.org 1
Introduction This toolkit has been designed to This is an important issue because encourage a more gender-sensitive think-tanks occupy an influential space approach across all areas of think-tank in policymaking. Think-tanks produce activities, including convening and research that influences policy, which in debate, research and analysis, turn impacts people’s lives. It is therefore and communications and publishing. vital that research does not entrench It provides think-tanks with guidance harmful practices or perpetuate biases on ways of adapting organizational and inequalities. Research must reflect people’s lived realities and include diverse structures, activities and practices voices and experiences; otherwise, policies in order to embed a greater influenced by think-tank research will be awareness of gender issues and ineffective and narrow-sighted, and will adopt gender-sensitive approaches struggle to meet their objectives. throughout their work. Think-tanks also convene policymakers and The work to develop the toolkit came decision-makers from across governments, as a response to the commonly gendered non-governmental organizations, academia nature of think-tanks and their activities. and business. Research to date has The toolkit recognizes the discrimination demonstrated that most policy debates are and under-representation that women often overwhelmingly dominated by men, and experience within the sector, as well as the that when women or non-binary people are relative absence of women among executive invited to speak, it tends to be specifically on leadership, governance structures and senior topics related to gender. Without a diversity researcher positions in many think-tanks. of voices, such debates will capture only a It is important to note that the toolkit’s limited range of knowledge and experience, focus on gender is a starting point for thereby skewing the information that wider intersectional analysis and action policymakers and decision-makers are within the think-tank community. hearing. In addition to being important in terms of the quality of the work, it is also a matter of fairness and accurate representation; women make up roughly half of the population, and therefore need to be involved in policy work at all levels. 2 Gender, think-tanks and international affairs: a toolkit
INTRODUCTION Embedding inclusive research, convening While the principal focus of the toolkit and communication practices is not just ‘the is to consider gender inequality in think- right thing to do’. It has positive implications tanks, we recognize that understanding for the business models of think-tanks and gender in isolation from other systems of the way they operate. Research suggests power will yield incomplete and ineffective that when diversity and inclusion initiatives results. Discussions about gender equality work, organizations are more resilient, are often inadvertently focused on straight, innovative and better at decision-making. white, able-bodied women from privileged However, making a commitment to a values- backgrounds, at the expense of women and driven approach is equally as important as non-binary people from backgrounds that creating a business case for a diverse and have been marginalized. An intersectional inclusive workplace. While there has already approach to gender equality means that been incremental change within think- different power dynamics are more likely tanks, it is the intention that this toolkit will to manifest in different ways for different build on the important body of research and people, and we are not interested in practices that already exist by encouraging perpetuating a static and binary idea of think-tanks to examine their own processes gender with this toolkit. With this in mind, and develop practices that focus not only we consider this toolkit to be a first step in on women’s representation, but on the what should be a far wider conversation structures and systems that perpetuate around intersectionality in think-tanks. biases and inequalities. Furthermore, this toolkit takes an intersectional approach, recognizing the multiple ways women, men and non-binary people can be subject to discrimination. This allows a closer analysis of how gender intersects with and is impacted by other systems of power and their relation to characteristics such as ethnicity, race, age, social class, religion, disability and sexual orientation. www.chathamhouse.org 3
Toolkit purpose and audience This toolkit is designed for people The toolkit begins with general guidance working in international affairs on organizational structures and practices, think-tanks, regardless of position, and on the necessary actions that are experience or level of seniority. It is applicable across a think-tank in order to intended for the whole organization, ensure efforts do not become siloed within and is applicable to all departments specific parts of the organization – or are to ensure maximum engagement. assumed to be of relevance only to parts It will be particularly useful for those of the organization. Subsequent sections then consider convening, research, and think-tanks that are just beginning the communications and publishing activities. process of raising greater awareness All the sections are interlinked, but it is of gender issues internally, as well possible to focus on one area of activity as for those that have already started independently of the others, according to make changes but wish to expand to organizational activities and needs. this work further. Content development The toolkit has three aims: The toolkit was developed by staff at 1. To raise awareness within think-tanks Chatham House, the British American about gender as a system of power Security Information Council (BASIC) (with an emphasis on an intersectional and the Centre for Feminist Foreign Policy approach) and related best practices (CFFP). It is based on a series of breakfast that will eliminate inequalities. workshops convened in London in 2018 2. To provide a guide for think-tanks on and involving experts and practitioners how to begin adapting their processes from a variety of sectors, including to bring about lasting change. other UK-based international affairs and security think-tanks. The series aimed to 3. To promote existing initiatives and foster knowledge-sharing on gender equality collate relevant resources. within the workplace and across the wider international affairs think-tank sector, as well as on inclusive research practices, by drawing on valuable experiences and insights from which think-tanks can learn. 4 Gender, think-tanks and international affairs: a toolkit
TOOLKIT PURPOSE AND AUDIENCE There were four workshops in total, each covering one of the following broad themes: 1) the current status of women in think- tanks, and what needs to be done next; 2) convening and debate; 3) research and analysis; and 4) communications and publishing. These four workshops outlined the components necessary for a think-tank toolkit and contributed to its content. Since then, a literature review and baseline assessment of existing resources have been carried out. The aim was to establish the extent of existing resources, so that this toolkit would fill a gap and any duplication of effort would be minimized. All the resources have been collated on the gender, think- thanks and international affairs dashboard. The toolkit has benefited from an informal review of the first draft by members of Chatham House’s Gender Working Group and workshop participants, as well as from a full double-blind peer review process by experts in the field. www.chathamhouse.org 5
Useful definitions The toolkit is informed by various Diversity and inclusion definitions from a range of sources, ‘Diversity and inclusion’ programming refers including the European Institute for to the creation of a set of organizational Gender Equality (EIGE), Stonewall UK policies to promote greater diversity within and UN Women. The language used a given organization. It is important to note, reflects that of organizations however, that organizations’ implementation championing equality. We recognize of diversity and inclusion initiatives has these organizations as leaders in historically fallen short of achieving gender- their fields, and as sources to which equal and anti-racist structural change. policymakers often look for guidance While we make mention of diversity and when developing policy. In order to inclusion as one way of conducting this ensure clarity of ideas in this toolkit, work, we encourage organizations to make sustainable structural changes to ensure we centre our ideas on the following that equity work is not undone as a definitions. (Please note that definitions consequence of staff turnover, for instance. have been adapted for brevity.) Gender To view the full glossary, see A system of power that is structural the gender, think-thanks and (embedded in social, political or economic international affairs dashboard. structures) as well as cultural, and that is often expressed in terms of masculinity and femininity. Gender exists on a spectrum, and is largely culturally constructed and assumed from the sex assigned at birth. The word ‘gender’ is also often incorrectly assumed to be synonymous with ‘women’. 6 Gender, think-tanks and international affairs: a toolkit
USEFUL DEFINITIONS Gender analysis Intersectionality Gender analysis is a critical examination of The term intersectionality emerged from structures and systems of power, and of how Black feminist thought and was coined differences in gender roles, activities, needs, by Professor Kimberlé Crenshaw (1989) opportunities and rights/entitlements affect in her paper Demarginalizing the men, women, girls, boys and non-binary Intersection of Race and Sex. The concept people in certain situations or contexts. of intersectionality addresses the ways in It largely focuses on the relationships which gender interacts with race to form between men and women and their access multiple layers of discrimination. The use to and control of resources, as well as the of this concept has since expanded to constraints they face relative to each other. include other social categories, shedding Although policy research is slow to light on the intersecting nature of multiple incorporate analysis of non-binary people, systems of power and the subjugation that this too should be a priority. A gender people experience as a consequence. analysis should be integrated as part of all sector assessments or situational analyses, Non-binary to ensure that gender-based injustices An umbrella term for people whose gender and inequalities are not exacerbated by identity does not fit into the gender binary interventions, and that greater equality of ‘man’ or ‘woman’. Non-binary identities and justice in gender relations are promoted. are varied and can include people who identify with some aspects of binary Gender equality identities (man or woman), while others Equality means that a person’s rights, reject them entirely. responsibilities and opportunities will not depend on their gender. Sex Assigned to a person on the basis of primary sex characteristics (genitalia). Sometimes the terms ‘sex’ and ‘gender’ are conflated to denote ‘male’ or ‘female’; however, sex and gender are not the same. Transgender An inclusive umbrella term for anyone whose gender identity or gender expression does not fully correspond with the sex assigned to them at birth. www.chathamhouse.org 7
Organizational structures, activities and practices This toolkit encourages think-tanks A think-tank must be viewed as a holistic to consider the organizational structures, organization in which all departments activities and practices that may hinder and activities are interlinked. Attempting progress and change within specific to make changes within a single area, departments or in different types such as convening events, will not lead of activities. to tangible and institutional change in the long term across the entire think-tank. Organizational structures, activities and practices Convening Communications and debate and publishing Research and analysis 8 Gender, think-tanks and international affairs: a toolkit
ORGANIZATIONAL STRUCTURES, ACTIVITIES AND PRACTICES Mapping how an organization’s various It is, however, important to challenge departments, activities and practices practices and policies that perpetuate interlink will provide a better understanding existing power structures. All staff must of where adjustments and new practices are feel included and not alienated during required, and help to ensure that certain the process, and it is essential to create areas or departments are not missed. Taking opportunities for staff at every level to a step back to consider the organization as a build ownership over organizational change. whole, and analysing its internal structures, will also encourage a wider cultural shift, Tip! The Inclusion and Diversity Policy as people adapt and change their own of the Brookings Institution is a good individual practices. The toolkit is organized working example of the approach in sections according to the diagram above, outlined in this toolkit. Brookings has and will cover each area in detail. involved the whole organization in the process, and the strategy includes a Tip! EIGE has a comprehensive step-by- literature review that might be helpful step guide on Gender Institutional for other think-tanks in developing their Transformation. own policy. It is important to ensure that organizational reform intentionally and continuously creates space for bottom-up exchange of ideas and experiences. As is often the case, women and people of colour tend to be disproportionately concentrated in junior roles, and their first-hand experience is critical in informing meaningful, institution- wide change. While those in positions of leadership need to take responsibility for driving change, the process of determining the direction and scope of the process should be holistic: it should involve the entire organization. Change can be uncomfortable, particularly for people who have historically held the most power. www.chathamhouse.org 9
Developing an organizational action plan An action plan should be developed to assess the organization’s structure, activities, policies, practices and initiatives. Developing such an action plan helps The process of developing a plan, as well the implementation of specific objectives as the plan itself, should involve everyone to make progress on equality across all working in a think-tank, regardless of areas and activities of a think-tank. position, experience or level of seniority. It also assists with monitoring progress Practical steps can be taken to ensure that and holding people in positions of tangible progress is made by sharing the responsibility to account. workload and responsibility across an organization. The starting point for developing an action plan will depend on the organization, and the suggestions below are made in no particular order of priority: Gain commitment, support and accountability from Organize senior management Conduct an audit of the training organization, its structures, opportunities activities, policies, for staff initiatives and facilities Establish an evidence Assess base through data Action plan available financial collection development resources Tap into external Set up a forum or networks for advice internal working group and support Engage all for regular meetings departments and identify representatives 10 Gender, think-tanks and international affairs: a toolkit
DEVELOPING AN ORGANIZATIONAL ACTION PLAN Checklist for developing an organizational action plan The following checklist expands in more detail on the actions highlighted in the diagram on p. 10 – again, in no particular order of priority: Gain commitment, support and F Map existing policies and practices, such accountability from senior as human resources policies (including management on equal pay, parental leave and flexible F Engage with senior management to working) and recruitment practices. ensure they are part of the process As a result of what is currently in place, throughout. which employees have access to the most power within the organization? Which F Engage with board members and/or have the least? senior advisers to ensure they are aware of and involved in the development of F Identify existing gender equality the action plan, as well as being a further initiatives within departments to share point of accountability. best practices and facilitate cross- learning. F Ensure senior management are always represented at related F Map existing opportunities, policies or meetings and discussions. guidelines where the action plan can be integrated or referenced. This might F Discuss and implement accountability include staff induction packs, staff and responsibility mechanisms – e.g. handbooks and the organization’s including specific objectives in staff strategy documents. reviews/appraisals. F Make a list of the organization’s facilities and the ways that these Tip! Consult ActionAid’s Ten Principles might be excluding some groups’ needs. of Feminist Leadership to identify and How can the facilities be changed to be discuss key leadership behaviours and more comfortable and accessible for all? values. For example, consider working with charities that provide workplace support for people with disabilities to ensure Conduct an audit of the organization that the organization is an accessible and its structures, policies, initiatives workplace. and facilities F Hire an external consultant to conduct F Conduct an audit to map the an audit of the organization and its organization’s structures and activities, policies, and draw on the results of such as research, events, and the audit when developing a strategy communications and publishing. for the organization. www.chathamhouse.org 11
DEVELOPING AN ORGANIZATIONAL ACTION PLAN Assess available financial resources F Make meeting minutes and action points F Can staff time requirements for available for all staff to read, in order to developing an action plan be supported promote engagement and transparency. centrally? Engage all departments and identify F Is there a budget for travel to external representatives meetings and conferences, to support networking? F Building support is crucial, and all departments need to be engaged and F Is there a training budget? Do other consulted. departments have budgets that can be accessed? For example, an organization's F Ask all departments to nominate a human resources department will representative to attend regular meetings usually have a budget for training. and to feed back to the team. F Can research project budgets be adapted F Create multiple channels of feedback that to include gender mainstreaming are tailored to different staff roles and activities and/or staff time? levels of seniority, in order to be inclusive when gathering perspectives and ideas F Can a percentage of the organizational from staff. For example, asking staff to overhead be allocated to gender and complete a confidential survey online inclusion work? might elicit more honest feedback F Regularly scan for external funding through anonymous responses, and opportunities from governments, might help to engage people who do not multinational organizations or feel comfortable speaking at meetings, foundations specifically for gender or who are unable to attend. mainstreaming activities – e.g. increasing women’s representation at conferences, or providing support for managing organizational change. Set up a forum or internal working group for regular meetings F Create a space or establish a working group for regular meetings and discussions involving representatives from all departments, including senior management. 12 Gender, think-tanks and international affairs: a toolkit
DEVELOPING AN ORGANIZATIONAL ACTION PLAN Tap into external networks for advice Caution! Be sensitive with the data you and support collect and share – particularly on staff F Engage with external networks, groups demographics – to ensure individuals and initiatives for advice and support. are not identifiable. Data collection For a list of networks and initiatives, will also have to comply with relevant consult the gender, think-thanks and international/national legislation, international affairs dashboard. particularly on protected characteristics. F Identify staff members who already have relevant affiliations or who are Organize training opportunities part of existing networks with relevant for staff experience; they may have best practices to share. F Conduct an audit of training requirements among staff. Establish an evidence base through F Research training options and providers data collection carefully. Evidence suggests that poorly F Collect baseline data to form an evidence implemented initiatives can have base of who the organization employs; negative impacts. This is particularly and who it is engaging with, and how. the case with unconscious bias training, Relevant data points include: staff which does not always challenge demographics, event speakers, chairs structural issues within an organization and participants, authorship of effectively. publications, and representation across multi-media outputs. Tip! Consider hosting an internal event F Consider multiple ways to record to launch the strategy, attended by all experiences. Not all evidence will be staff. This is an inclusive and transparent quantitative, and it is important that way to launch a cross-organization qualitative feedback and experiences initiative, build support and celebrate should also be captured. everyone’s involvement. F Create monitoring and reporting mechanisms to ensure that data is collected systematically and consistently, and that it is shared across the organization regularly. For example, create a table that lists who is responsible for collecting which data, and when. www.chathamhouse.org 13
Convening and debate Events are a public and visible way This toolkit outlines five areas of focus to to demonstrate an organization’s help embed effective and lasting processes commitment to equality. Without a that foster diversity of thought, experience diversity of voices on a wide range of and background in professional gatherings, topics, events will capture only a limited ranging from closed roundtable discussions range of knowledge and experience, to public panel events. thereby skewing the information that audiences receive. Hosting an event: five areas of focus Training Event structure Monitoring and evaluation Representation and other Code of dynamics conduct 14 Gender, think-tanks and international affairs: a toolkit
CONVENING AND DEBATE Event structure Accessibility Before approaching speakers or panellists, Is the event accessible to all? a variety of logistics should be considered F Choose a venue or room that is in order to make each event as accessible wheelchair-accessible, including the toilet as possible. To create an environment where access. Alternatively, consider hosting all participants feel safe and comfortable, it a webinar, or make it possible for some is important to think through the following speakers/panellists to call in – but keep list, in no particular order of priority: in mind that some participants might face restrictions in terms of internet and technology access. F Does the room/venue have a hearing loop system or subtitling options? If hosting an online event, many videoconferencing applications, such as Zoom, Skype and Google Hangouts, have built-in captioning options. F Make video and/or audio recordings of the event available online for those unable to attend in person. If hosting an online event, many videoconferencing applications, such as Zoom, Skype and Google Hangouts, have built-in recording options, as well as an option to disable video for those who wish to do so. Ensure that you have all attendees’ consent before publishing any recordings. F Share accessibility information on the event web page and in other relevant correspondence, and designate a contact person with whom attendees can get in touch for questions and feedback. www.chathamhouse.org 15
CONVENING AND DEBATE Room set-up, timings and location Costs Are the arrangements practical for all? Are there costs that make the event restrictive? F Consider if the furniture is suitable for F Speakers should be compensated for attendees wearing skirts or dresses. their time, and speaker fees should be F Some microphones can only be attached incorporated into all event budgets. to pockets/lapels, which women’s Not all experts are salaried, meaning clothing often does not have. It is best that their time is not recompensed for to notify speakers in advance if unfunded speaking opportunities. alternatives cannot be provided. F Certain venues may be more expensive F Ensure catering options take into account to access, for example, if they are not specific dietary requirements and include accessible by public transport. At a alcohol-free refreshments. minimum, provide travel information F For online events and webinars, and on the event web pages and in other remote attendance at hybrid events, relevant correspondence, including make sure organizers are familiar details of the likely local costs of with the tech to be used, and consider travelling to the venue. If the venue arranging a test call with the chair is unusually difficult to reach, it is and speakers prior to the event. important to budget for speakers’ transport costs and to allow sufficient F Avoid events early in the morning and time for their travel. For example, late in the evening, in consideration of if a taxi is needed to get from a train attendees and audiences in different time station to a venue, this can be booked zones and/or with caring responsibilities. and paid for in advance. F Offer financial support, if possible, F Consider hosting an online event if for care arrangements for speakers or costs make it difficult to engage a panellists. diverse group of speakers. F Avoid convening events in isolated F People with caring responsibilities often or otherwise hard-to-reach locations, need to hire a replacement carer in and avoid networking opportunities order to attend events. The event budget outside of the venue for safety and should include funding to mitigate this. accessibility reasons. For example, cover the cost of childcare for speakers, or provide childcare at the event for attendees. 16 Gender, think-tanks and international affairs: a toolkit
CONVENING AND DEBATE Support for speakers Q&A logistics Do the speakers, chairs or panellists feel Are Q&A sessions designed to mitigate supported? structural and unconscious biases? F Provide briefing notes well in advance of F At the start of the Q&A, the chair should the event, with background information call on a woman to ask the first question. on the event and participants, an event Studies show that when a woman is the schedule, notes on expectations, with a first person called on during a Q&A, particular emphasis on gender equality more women are likely to then join the and anti-racism considerations, and any discussion than if a man is called on first. other information necessary to promote F Provide a digital option for audience an inclusive event for all participants. members to ask questions, either via an Do not assume someone is already app (for example Slido, Padlet or Menti) aware of all these aspects. or via social media, so that the event is F Briefing notes need to be supplemented more accessible. for online events, to include, for example, F Most hosting applications for online instructions on how to use the software/ events will have the option of including application, and establishing a virtual Q&A function and/or chat expectations on behaviour and online function, as well as a virtual ‘raise your security during the event. hand’ function to help regulate a Q&A F Designate a contact person with whom session. the speaker can get in touch for questions F Provide guidance for the Q&A chair or feedback. on how to handle unwanted situations, e.g. where an audience member asks an inappropriate question or takes up too much time. www.chathamhouse.org 17
CONVENING AND DEBATE Representation and other dynamics It is important to include speakers from F Begin by engaging women, non-binary different backgrounds, cutting across people or people of colour as speakers gender, ethnicity, race, age, social class, and panellists at the outset, rather than religion, disability and sexual orientation. trying to add them at a later date. There This is a priority, and it is important to are a number of resources available to avoid tokenism when designing events. help event organizers find suitable speakers from a range of different backgrounds, all of which are linked Tokenism is the practice of including a on the gender, think-thanks and small number of marginalized people international affairs dashboard purely for the sake of looking ‘inclusive’, under ‘Directories’. while making no effort to implement F Ask speakers, chairs and panellists what broader changes that will result in better their pronouns are. If it is not possible institutional equality. Often, there is an to ask, check email signatures, social expectation that one minority person can media accounts or published online bios. speak universally about the experiences Further reading on use of pronouns of an assumed demographic. can be found here. F Ahead of the event, be sure you and the F Set an internal minimum quota for how event chair know how to pronounce all many women, non-binary people and speakers’ or panellists’ names correctly. people of colour should be included at If you are not sure, ask. every event. This quota may need to F Online events can assist with accessibility be variable according to the topic of the issues, reduce costs and in some event. Assumptions about expertise on situations allow a certain degree of a particular topic should not be made anonymity; however, they also remove based on gender, inferred background important and often subtle visual cues or any other identity. that aid interaction and conversation. F Include people from the countries or Be aware, too, that anonymity can create regions that the event is focused on, a sense that there is less accountability. or people with direct experience of Further reading on this is available here. the topic that is being addressed. Is this F The topic of the event is just as important better achieved by hosting an event as representation, logistics and dynamics. online or organizing a hybrid event? Consider designing a mechanism to monitor what topics are covered, and who is invited to speak about them. 18 Gender, think-tanks and international affairs: a toolkit
CONVENING AND DEBATE Code of conduct Organizations should draft and adopt a code In order to ensure participants adhere of conduct for events, to clearly define what to the code of conduct: is expected of all event participants. F It should be shared on the event web page and in other relevant A code of conduct is a document that correspondence. sets out expectations for all delegates, F Training should be provided for attendees, speakers, exhibitors, event staff around code of conduct organizers and volunteers at an event, expectations, particularly on hosting to ensure it proceeds safely and is online events and dealing appropriately free of harassment. with issues that might arise. This could include bystander intervention training, This might include – but is not limited or best practices to handle ‘Zoom- to – clearly defining the expected bombing’ and other unwanted/ behaviours, defining unacceptable inappropriate interventions. behaviour and outlining procedures to be followed in the event of such F Mechanisms should be in place to behaviour, signposting the organization’s report incidents before, during or after wider policies on harassment, an event, as well as protocols for how to providing a mechanism for reporting, follow up on an incident in a meaningful and providing the contact details of a way that is focused on supporting the designated person at the organization to person who has reported it. whom any issues can be communicated. F The reporting mechanism should also include putting procedures in place to ensure that event participants or speakers who behave inappropriately will not be invited back. Organizers should consider what further action might be needed, such as removing someone from invitation lists and communicating this with other relevant departments. www.chathamhouse.org 19
CONVENING AND DEBATE Monitoring and evaluation Training Each activity area will have to be monitored Providing staff training on issues and evaluated, but there is no single way covered in this toolkit is critical to of going about this. The aim is to measure ensuring organization-wide buy-in. progress, impact and performance of If an understanding of how to host objectives set in relation to hosting inclusive gender-sensitive and inclusive events events. Building in mechanisms to regularly is not already built up within your gather, analyse and learn from feedback organization, there are many others on participant experiences, and to adapt that can provide training: see the practices accordingly, is an important gender, think-thanks and international aspect of planning and hosting increasingly affairs dashboard for further details. welcoming and safe events for all. There are two main ways to do this: 1. Providing opportunities for feedback after every event. For example, through: F Printed forms for participants to fill out at the event, including an option to respond anonymously. F An emailed survey after the event, including an option to respond anonymously. F A follow-up call with speakers and chairs. 2. Ongoing internal monitoring of all events, including: F Building monitoring and reporting responsibilities into role descriptions. F Identifying organization-wide baselines and setting targets (e.g. speaker quotas, event topics) with associated regular reporting cycles that provide opportunities to identify and learn from successes and challenges in reaching targets. 20 Gender, think-tanks and international affairs: a toolkit
Research and analysis Incorporating gender into research Preparation and analysis highlights the impact A gender analysis (with an intersectional that gender as a system of power has approach) is often overlooked in research. on people’s lived experience. It places It may be missed completely, or added as equality as a key goal of policymaking, an afterthought if requested by a funder. and develops policy processes that This section provides research teams focus on the inclusion of a wide diversity with information on how to include of voices and ideas. It is important, then, a gender analysis before, during and that the research that informs policy after a project lifecycle. does not entrench harmful practices Not least to avoid tokenism, the following or perpetuate bias and inequality. approach is recommended: Gender-sensitive research provides an F Research processes and project essential layer of analysis that is grounded management cover who is involved in and reflective of the realities of many in the project and how the research different people. This means that research will be conducted. will be able to provide more detailed F Project content and technical focus analysis and data to better inform policy. cover what the project will focus on Because of this, policy will become more through an intersectional gender effective, and research projects will be analysis. able to meet their objectives in a more comprehensive way. www.chathamhouse.org 21
RESEARCH AND ANALYSIS Covering who, how and what throughout the project lifecycle encourages research methods that are grounded in equality, fairness and transparency. A comprehensive gender analysis needs to cover the following aspects: Final Project design outputs and content and te and proposal dissemination ct ch writing stage oje nic What: Pr Who and how: al foc Research processes and us project management Research, analysis and field trips 22 Gender, think-tanks and international affairs: a toolkit
RESEARCH AND ANALYSIS Checklist for research projects The checklist here builds on the who, how, Research processes and project what approach outlined above, covering management research processes and project management, Team composition, dynamics and expertise and the project content and technical focus. F Is the team (including project partners) In many cases, a research project will not gender-balanced and from a variety focus exclusively on gender. Conducting of backgrounds (racial, geographical, a gender analysis of the project does not cultural, level of experience)? If not, mean changing the scope of the research. what impact could this have? Rather, it involves including further layers of analysis that elicit more detail. F What are the power relations and Such analysis could reveal new perspectives decision-making roles of those involved or information, and could establish in the research? Who is framing the innovative approaches. Taking an questions and/or deciding what the intersectional approach also includes key issues and challenges might be? considering how gender intersects with Who is writing the analysis and other other systems of power such as ethnicity, final outputs? race, age, social class, religion, disability F What expertise and experience does and sexual orientation. the team already have? Can this be used for the project? If the team has no prior experience, is training required? The WHO Gender Responsive Assessment Scale is a useful tool Management of the project produced by the World Health Organization (2011) to assess how F Identify the person/people responsible a research project has considered for oversight and accountability. gender. At the lowest point on the scale, F Identify key milestones in the project ‘gender-unequal’ programmes or policies to measure progress and track activities. privilege one gender over another; F Consider risks and ethical aspects of at the highest point, ‘gender- the research. transformative’ projects not only recognize differences in gender norms, roles and access to resources, but actively attempt to bring about change. www.chathamhouse.org 23
RESEARCH AND ANALYSIS Training and resources Resources and budgeting F Identify the team’s training needs and F Staff time for the gender analysis. existing training resources (internal/ F Consultancy fees (if applicable). external). F Training and materials. F What resources already exist that could F Additional project activities that be useful for the project and team? are gender-related. See the gender, think-thanks and F Dependency care costs (broad term international affairs dashboard for to cover costs of childcare and meeting key resources. other care-related responsibilities). F Maximize peer-to-peer learning where experience and knowledge already exists. However, where only one person has experience and knowledge, they should not be expected to be, nor should they be, solely responsible for training the team. Tip! UN Women has a free eLearning campus for gender equality training. External expertise F Hire an external consultant (preferably a local in-country consultant or thematic expert) if additional expertise is required, but note that the project team will still need to be involved in the gender analysis, and that responsibility to ensure it is completed sufficiently still lies with the team. F As an alternative to engaging a consultant, it might be worth considering bringing a partner organization (preferably a local in-country partner or a partner with thematic expertise) on board, but ability to do this will depend on the scope and size of the project. 24 Gender, think-tanks and international affairs: a toolkit
RESEARCH AND ANALYSIS Project content and technical focus Knowledge and sources of information Research methodology F Draw on past project experiences, F Consider who is involved in deciding outcomes and knowledge. What were the research questions, and if they the findings from previous projects? need more training or support to Might any of the work be used as a conduct a rigorous gender analysis. starting point? Could a previous F Consider who the research questions project be assessed as to how it might are going to be relevant to, and how be different if gender analysis had this will either sustain or challenge been included at the outset? existing power dynamics. F Conduct a literature review using a F Include gender-related research diverse range of information sources questions, or adapt existing questions that includes relevant material on to include a gender dimension. Has the gender, ethnicity, disability and relevance of gender to the research topic socio-economic background as systems been analysed? Consider, for example, of power. Also consider relevant the following gender analysis questions: legislation, UN resolutions or key dates of meetings, forums, conventions and – Who is involved in your analysis, anniversaries that pertain to gender/ and why? Is this reflective of the women’s rights/human rights/rights wider society? of other marginalized groups. – Have you considered the micro, Additionally, less formal, non-academic macro and meso levels of your resources such as blogs can act as context-specific/regional-specific useful pointers for alternative avenues analysis? For example: individual, of research. household, community, national, F If resources or literature are missing, regional and global levels. what gaps exist, and how might this – Does your analysis consider gender affect the research project? relations? What are the gender norms governing the roles of men, women and non-binary people in the specific context that you are investigating? How does this differ according to ethnicity, race, age, social class, religion, disability and sexual orientation? www.chathamhouse.org 25
RESEARCH AND ANALYSIS – In local and context-specific examples, Tip! Use the Beyond Consultations Tool how are the concepts of masculinity to assess current engagement/ and femininity understood? How does consultation practices, and follow the this differ according to ethnicity, race, framework on how to include women age, social class, religion, disability in the project in a meaningful way. and sexual orientation? What impact does this have on the roles of men, F Gender-related ethical considerations women, non-binary people, power and risk assessment must include dynamics, structures and institutions? considerations of participant safety – Is there a measurable point of change and consent, mutual understanding in the issue that you are researching? of terminology, and staff safeguarding For example, where a conflict has issues. For example, will LGBTIQ+ taken place, does your analysis staff members be excluded or placed consider the gender roles/norms at risk from travelling to a location before, during and after the conflict? with hostile legislation? F When developing a stakeholder mapping F Beyond desk research, the research and engagement plan, consider who is project might involve travel and involved and in what way, with the aim in-country field research such as of ensuring it is not tokenistic and/or meetings, workshops, focus groups extractive. Research processes should and interviews. A field trip plan allow all participants – gender experts, should be informed by the research local people, representatives from methodology, stakeholder mapping, women’s organizations and other and the ethics and risk assessment marginalized groups – to share their carried out at the beginning of the expertise and have full, equal and project. Issues to think about when meaningful involvement in shaping engaging with local people might policy that might affect them and the include: associated decision-making processes. – Who is able to participate? Are there When working with marginalized any barriers that might hinder groups, ensure that they also benefit inclusive participation? Does including from the process, research and outcomes. certain people put them at any risk? – If you cannot include certain stakeholders, are there other ways of gaining access or of conducting the research? 26 Gender, think-tanks and international affairs: a toolkit
RESEARCH AND ANALYSIS F Where possible, data collected during the – Research findings/research reports project will need to be disaggregated by that are planned to include specific sex, gender, age, income quintile, etc., sections/discussions on gender. as well as being appropriately analysed. – Capacity- and knowledge-building In collecting data, have the gendered efforts that include specific content implications been considered to or focus on gender. maximize the accuracy of the data? – Demonstrating increased awareness/ Are the data collected in a gender- knowledge of gender issues by project sensitive way? participants/stakeholders. Monitoring and evaluation (M&E) – Research and policy recommendations that include gender aspects/targets. F There are many ways to conduct monitoring and evaluation. Funders F How progress and impact is reported to might have specific requirements, donors, project partners and within your but the simplest way is to include organization will depend on the donor key performance indicators (KPIs) requirements and the scope and focus of specifically related to gender in your the project. How you monitor the gender M&E framework and/or the project’s analysis during the project lifecycle will logical framework (logframe). depend on the KPIs and targets, but this F Small projects with no detailed logframe could include: or M&E framework can include bullet – Event data and statistics, including points/precise information in the M&E or gender-disaggregated data. results section of the proposal narrative, – Participant/stakeholder feedback or even in the research methodology (qualitative and/or quantitative). section. This should highlight which – Contents of research findings, and gender aspects will be monitored, related recommendations. and how progress will be measured. – Content and focus of project outputs, F KPIs that are gender-specific could including anything specific to gender include (but are not limited to): findings and outcomes. – Gender representation targets for – Outreach, engagement and uptake research events, stakeholder related to project activities and consultations and publication authors. outputs, including statistics and – Research methodology that includes analytics information. specific actions on gender, including interviews, consultations and research questions. www.chathamhouse.org 27
RESEARCH AND ANALYSIS Communications and dissemination F The project communications strategy F Any project-related dissemination should include detail on how the events will also need to include gender analysis will be communicated the results of the gender analysis. throughout the project and in final Consideration should be given as to outputs, as well as considerations as how these findings are presented, to the target audience (particularly in and who will present them. See the terms of access), and the language Convening and debate section of and imagery that will be used. the toolkit for further information F The gender analysis findings should on organizing events. be integrated into final project outputs F Consider holding an additional event and reporting. Guiding questions for to highlight gender-specific findings, this could include: and share lessons learned from the project with external stakeholders. – Have you reflected on your own research processes and methodology? – Does the output highlight or integrate gender-specific findings? Or does it highlight its limits regarding a gender analysis? (This might relate to project KPIs.) – Does the output highlight any intersectional dimensions? – Have gender-disaggregated data and relevant analysis been included? – Can lessons learned or experiences from the project be shared with other researchers in the organization and/ or wider networks? Tip! It might be useful to extrapolate gender-specific findings into a case study box, or produce infographics that highlight specific points related to gender. 28 Gender, think-tanks and international affairs: a toolkit
Communications and publishing Communications and publishing are an integral part of a think-tank’s mission and work, and a principal vehicle for shaping policy agendas, engaging with key stakeholders and informing wider audiences. Methods of communication, including language and imagery, that do not fully consider gender can reinforce systemic biases and harmful norms. Language, imagery and design, and audiences Language Imagery and design F All staff should learn the difference Use of images and design are both powerful between ‘gender-sensitiveʼ, ʻgender- ways of communicating, and are influential neutralʼ, and ʻgender-transformativeʼ in shaping perceptions, values and norms. language to understand how language Images and design used by think-tanks can perpetuate bias and discrimination. should be relevant to the research or event in question. – Gender-sensitive language ensures gender is appropriately discussed. F Give the choice of visual content proper – Gender-neutral language is not ethical consideration. Be sensitive and gender-specific. place human dignity at the centre – Gender-transformative language when selecting or taking photographs changes biased thinking. or commissioning illustrations. F Avoid using harmful stereotypes (usually associated with character, physical Gender in development imagery: characteristics, roles and professions), humanitarian imagery overwhelmingly including by learning to recognize and depicts Black women and children, challenge them. and people of colour, as poverty-stricken victims without agency, while depicting F Avoid using gender-discriminatory white people in positions of power and language that demeans or ignores influence as humanitarian workers. women, men or gender non-conforming This is used to elicit feelings of guilt people. and sympathy from the (typically F Ensure language does not become Western) viewer to encourage ‘othering’ by taking care to reflect donations and present humanitarian nuances among groups. organizations in a favourable way. Tip! Follow UNDP’s 10 Principles for gender-responsive communications. www.chathamhouse.org 29
COMMUNICATIONS AND PUBLISHING F If quotations are used throughout a limit your reach and consider the publication design, ensure there is a different platforms and channels that balance of quotes from women, men might need to be used. and gender non-conforming people. F Consider the stakeholders from whom F Ensure the subjects of photographs researchers collected data as an audience, understand the purposes for which their and communicate with this group about image is being used and have given the outcomes of the research. informed consent. Consider the power dynamics at play between the researcher Peer review and the subject of their research – it goes without saying that this is particularly The peer review process for publications important in a research context. needs to reflect the gender analysis undertaken during the research process. Bias F Use alt text (alternative text) when in peer review has been documented across publishing images on websites and a range of disciplines, and although there is social media to ensure they are no failsafe way to eliminate such bias, there accessible to people who are blind are several approaches that should be or have visual impairments. considered as ways of mitigating its impact: F Include subtitles on all video content. F Credit all design and photography F Ensure that there are at least two work appropriately. double-blind peer reviews per publication. Audiences F Ensure that there is a diversity of peer A well-designed communications strategy reviewers in terms of demographics, should consider the audience it intends background and geographical location. to reach and influence: F Provide the peer reviewers with guidance that includes specific gender-related F Audiences are not homogeneous. questions they should consider. The way information is engaged with and consumed will differ among people of different genders and backgrounds. Organizational support Consider the different needs, interests and guidelines and priorities of your audience. Roles and responsibilities F Access to information will also differ significantly among, for example, Mapping roles within a think-tank’s women, men, girls, boys and non-binary communications and publishing teams people. Consider the barriers that might is important in order to establish where responsibility should lie. The teams should 30 Gender, think-tanks and international affairs: a toolkit
COMMUNICATIONS AND PUBLISHING have the agency to challenge content and F Embed practices and guidance within practices that are not inclusive or that do any relevant meeting or committee not reflect the organization’s values. protocols to ensure consistency. F Establish roles and responsibilities in F Include further resources for training line with other teams in the think-tank, purposes. For more information, see the as per the strategy or action plan created gender, think-thanks and international at the organizational level. affairs dashboard. F Select a representative to attend meetings on the team’s behalf, including a senior Training member of staff to report to other senior Establish what knowledge and experience management. staff members already have, in order to F Discuss and identify team values that better understand potential training allow for and encourage transparency needs and requirements. and participation from all. F Maximize peer-to-peer learning by F Create structures that ensure that establishing what knowledge already the communications team is involved exists. and consulted from the planning F Work with experts and practitioners who stage of new projects: this allows an are already active in the communications, inclusive communications strategy media and publishing industries. to be implemented in new projects F Hire an expert consultant to provide any from the outset. necessary training on the topics covered Guidelines and resources in this section. F Assess how regularly staff should be All decisions and agreed practices should trained, and when/how the training be documented, easily accessible and materials are updated, to ensure they clearly communicated across the think-tank. meet evolving best practice standards. They should also align with the other activities of the organization, including convening and debate, and research. Tip! Do not assume prior knowledge or F Create new documents or adapt existing understanding of how gender inequality ones to reflect any changes and to manifests in communications and provide necessary guidance for all staff. publishing. Providing training, useful and These can include style, branding, image, accurate tools, and the necessary support publishing and peer review guidelines, is essential to bringing everyone on social media guidelines and templates. board and for building individual and organizational understanding and capacity. www.chathamhouse.org 31
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