practical tips on how to conduct livelihoods and gender analysis

18
IFAD’s Gender and Targeting Webinar Series Welcome Purpose of the webinar series Webinar programme 29 April – Livelihoods & G analysis 20 May – T & G strategies and G marker 17 June – Indicators of impact Other topics – household methodologies

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Page 1: Practical tips on how to conduct livelihoods and gender analysis

IFAD’s Gender and Targeting Webinar Series

Welcome

Purpose of the webinar series

Webinar programme• 29 April – Livelihoods & G analysis• 20 May – T & G strategies and G marker• 17 June – Indicators of impact• Other topics – household methodologies

Page 2: Practical tips on how to conduct livelihoods and gender analysis

Practical tips on how to conduct livelihoods and gender analysis

StructureI. Targeting and gender in

project cycle

II. Purpose of livelihoods and gender analysis

III. Conceptual framework: livelihoods and gender *

IV. Conducting fieldwork *

V. Outputs *

* Opportunity for contributions

Page 3: Practical tips on how to conduct livelihoods and gender analysis

I. Where is L&G analysis in the project cycle?

Identification

Design

Implementation and monitoring

Evaluation

I. Gender and livelihoods analysis

II. Targeting and gender

strategies and mechanisms

III. Operational measures, indicators, monitoring

IV. Evaluation and impact assessment

IFAD staff/ consultants

PMU staff/ consultants

Page 4: Practical tips on how to conduct livelihoods and gender analysis

Targeting and gender in project cycle

Page 5: Practical tips on how to conduct livelihoods and gender analysis

Targeting and gender process

Rural livelihoods

Sustainable livelihoods framework

Data collection tools

Project design + indicators

Gender strategyTargeting strategy

Project implementation + M&E

Project impact

Gender analysisSocio-economic analysis

Webinar 1

Webinar 2

Webinar 3

Page 6: Practical tips on how to conduct livelihoods and gender analysis

II. Purpose of livelihoods and gender analysis

Identification of potential target groups• Main characteristics of target group – resource base,

livelihood strategies, outcomes, vulnerabilities and coping mechanisms – by wealth, by sex, by age

Basis for project design/implementation• Analysis of project components by beneficiary and equity issues• Linkages and pathways between target groups and project

activities from wealth, sex and age perspectives

Strengthen and deepen project impact• Poverty reduction• Gender equality and women’s empowerment• Social inclusion – youth, indigenous peoples

Page 7: Practical tips on how to conduct livelihoods and gender analysis

Useful resources

Social Analysis for Agriculture and Rural Investment Projects:

Practitioner’s Guide (http://www.fao.org/docrep/014/i2816e/i2816e01.pdf)

Field Guide (http://www.fao.org/docrep/014/i2816e/i2816e02.pdf ) and appendix 1 with links to other websites, resources, and checklists

E-learning Course (http://www.foodsec.org/dl/elcpages/food-security-courses.asp?pgLanguage=en&leftItemSelected=food-security-courses)

A Manual for Gender-focused Field Diagnostic Studies in Eastern and Southern Africa (http://www.ifad.org/gender/tools/gender/diagnostic.pdf )

Page 8: Practical tips on how to conduct livelihoods and gender analysis

III. Conceptual framework: Sustainable livelihoods framework

Livelihood strategies

Farm – home consumption, market

Off-farm Non-farm, migration Other: remittances, pensionsCoping strategies

Livelihood outcomes

Food securityIncomeHealthWell-being Asset accumulationStatus

Assets

NaturalHumanPhysicalFinancial Social

Broader environment

Cultural and social normsInstitutions and policiesLegislatory, regulatory, enforcement

External shocks and threats

Weather, natural calamitiesEconomic shocks, prices, Pests, diseases, environment

Page 9: Practical tips on how to conduct livelihoods and gender analysis

(Social analysis, Practitioner’s guide, p 11 – 24)

Terminology

Livelihood assets: resource base of individual households and communities

Livelihood strategies: range and combination of activities and choices that people make to achieve livelihood goals

Livelihood outcomes: what household members achieve through their livelihood strategies

Vulnerability context and resilience: exposure to stresses and shocks, of different types and magnitudes, and ability to withstand and recover from shocks

Page 10: Practical tips on how to conduct livelihoods and gender analysis

Conceptual framework: Typical areas of inequality

Workloads: gender division of labour, household

versus productive tasks, multi-tasking, length of

working day

Access and control over resources: human, natural, physical, financial + social

Decision-making:household, group,

community

Access and control over benefits:

monetary, non-monetary, food and nutrition security

Well-being:health, freedom from domestic violence, mobility

Gender roles and relationsInter-generational issues

Cultural norms + practices

Page 11: Practical tips on how to conduct livelihoods and gender analysis

IV. Conducting fieldwork: Practical tips

• Bring a holistic approach to fieldwork, brainstorm with colleagues, enhance beneficiary voice

• Recognize diversity in rural communities and livelihoods• Observe and experience rural livelihoods

• Make data collection interesting, relevant, participatory

• Seize the opportunity and continually collect information

• Strengthen validity of data through triangulation

• Continue to learn and reflect on findings

Page 12: Practical tips on how to conduct livelihoods and gender analysis

Conducting fieldwork: Data sources

National, regional and district levels• Secondary data• Key informant interviewsChecklists (SA Field guide, p 17 – 24)

Community, groups and households• Community meetings• Focus group discussions• Key informant interviews• Individual household visitsChecklists (SA Field guide, p 25 – 42)

Page 13: Practical tips on how to conduct livelihoods and gender analysis

Conducting fieldwork: Field tools

• Wealth ranking• Household livelihoods profile• Stakeholder analysis• Problem analysis• Seasonal calendar and gender

division of labour• Access and control over

resources and benefits• Decision-making matrixField tools (SA Field guide, p 43 – 75)

Page 14: Practical tips on how to conduct livelihoods and gender analysis

Capture livelihood experiences of people often overlooked: Groundnut value chain

Page 15: Practical tips on how to conduct livelihoods and gender analysis

V. Outputs

Basis for:• Analysis of project activities and beneficiary outreach• Analysis of linkages and pathways• Developing targeting and gender strategies

Typology of target group• Resources, skills• Access to services• Livelihoods (in context of project)• Vulnerabilities• Coping mechanisms• Needs and priorities

Wealth

Gender, youth, indigenous peoples’

dimensions

Page 16: Practical tips on how to conduct livelihoods and gender analysis

Analysis: project activities and beneficiary outreach

Poorer

Transitory poor

Economically active poor

Well-off

Participatory planning

Infrastructure development

Land management

FAL classes

Broad outreach

Poorest

Agricultural productivity

Food security

Agri-business and enterprise development

FAL II business management

Targeted outreach

Household mentoring

Safety netsWork programmes

Page 17: Practical tips on how to conduct livelihoods and gender analysis

Analysis: Linkages and pathways

Poorer

Transitory poor

Economically active poor

Well-off

Poorest

Rural financial services

Agricultural and commercial banks

MFIs and NGOs

Member-owned

Informal

Rural community

OutreachProducts

Graduation

Page 18: Practical tips on how to conduct livelihoods and gender analysis

Conclusion

Webinar programme• 29 April – Livelihoods & G analysis• 20 May – T & G strategies and G marker• 17 June – Indicators of impact• Other topics – household methodologies

Recap• Targeting and gender in project cycle• Purpose of livelihoods and gender analysis• Conceptual framework: livelihoods and gender• Conducting fieldwork• Outputs