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Section 7 - Monitoring, evaluating and learning

Our toolkit navigator includes the following guiding symbols to guide audiences in prioritizing resources

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ToolKit Navigator

ToolKit Navigator

⧫ Beginner: Entry-level tools and step-by-step guides for investors and financial institutions to get started on their gender mainstreaming journeys.
⧫⧫ Intermediate: Intermediate-level tools, strategies, guidelines, and manuals for investors and financial institutions already working with impact-investing frameworks and with a solid understanding of the concepts of gender, diversity, equity, and inclusion.
⧫⧫⧫ Advanced: Advanced-level intersectional frameworks and analytical gender lenses for investors and financial institutions with established GDE&I practices and a strong conceptual understanding of applying a gender lens across institutional activities.

IMPORTANT
<br><br>☆Must read



☆Must read

IMPORTANT
<br><br>*** Key resource for diversifying the gender perspective



*** Key resource for diversifying the gender perspective

Does your institution produce regular monitoring, evaluating and learning (ME&L) across its financial services, products, investments and or programs that include a gender perspective?

Does your institution produce regular monitoring, evaluating and learning (ME&L) across its financial services, products, investments and or programs that include a gender perspective?

Choose your answer

Section 6 in this toolkit can help you with understanding impact and indicators at a general level, but introducing monitoring, evaluation and learning (ME&L) in terms of offering financial solutions is an important part of gender mainstreaming in the financial sector. 

Need help with gender disaggregated data and measuring? Check out Section 5 in this toolkit to get started in understanding why measuring is important and how gender statistics can improve your overall business performance.

Excellent! This Section 7 will help you enrich your monitoring, evaluation and learning process with a gender perspective in a cross-cutting manner, from external product and service evaluation to the transparency of internal resources within your institution.

Are you looking for a resource that will allow you to make a quick and periodic assessment to measure the status and progress of gender mainstreaming in your organization? Check out this Gender Marker from the Global Innovation Fund and you'll have a synthetic analysis in less than 5 minutes!

Select the challenges you identify with and explore the resources

The institution does not monitor or evaluate the gender-related impact of its services, products or other solutions in a continuous manner

Challenge:

The Gender in Practice Guide (Section 11) refers to gender monitoring in programs. It provides relevant information about the institution's impact, key questions and possible indicators for gender monitoring at program and context levels.

⧫⧫ Intermediate, English, ☆Must read

Additionally, the EIGE guide on Gender Evaluation refers to the most important criteria for making a systematic and objective assessment of the impact of the projects an institution needs to undertake.

⧫ Beginner, English

Monitoring sexual orientation and need help? Re-framing monitoring as ‘personal information sharing’ and as a reciprocal arrangement can lead to better, more targeted services, rather than something that is done to the individual and can build the trust that is necessary to make monitoring effective. The Equality Human Rights guide is an excellent resource to start with!

The Frontier Incubator’s guide to indicators is a comprehensive resource to get started and allows you to track progress toward the strategies you have picked out to increase gender equity in your organization, program or ecosystem.

Lens number 3 of the Ilu Toolbox has 15 different tools on how to design, implement and evaluate financial products and services that benefit women and girls. Knowing how to make gender-sensitive products and services is key to generating gender equal outcomes. If you want to focus solely on measurement, explore tools 12-15 located at the end of lens number 3. 

⧫⧫ Intermediate, English, Spanish

Are you a Spanish-speaking social program designer? The Manual for the Development of Gender-Sensitive Evaluation Indicators not only contains information related to gender-sensitive evaluation, but also offers a fairly complete catalog of gender-sensitive indicators that allows you to diversify your institution's frameworks.

⧫⧫ Intermediate, Spanish 

The Microsoft toolkit is a comprehensive introduction to the world of inclusive design. Learn the basics and shift your design thinking toward universal solutions here.

We do not communicate monitoring, evaluating and learning results of our products, programs or services publicly

Challenge:

Are you in need of a gender evaluation? Check the best way to do it here.

Communicating any results, observations or findings is a way to hold your institution and your programs accountable between peers and colleagues. It is also an excellent way to engage in knowledge-dissemination and communicating best practices so that other institutions can learn from your example. Section 3 of this toolkit navigator emphasizes different public communication strategies that can be adapted to the communication of results from your programs and products.

Our Institution does not have a benchmark for gender, race, disability or other indicators on which our monitoring is based on to obtain comparative results

Challenge:

Diversity data measurement is key to understanding equality in terms of distributing resources as well as revealing inequalities between groups and their access to products and services. 

Working in tech? The IBM Toolkit for accessible design is an excellent resource for anyone interested in understanding ME&L in tech design and making sure everyone has equal access to information and services. 

Do you want to develop indicators for gender-sensitive monitoring and conduct gender-sensitive data analysis? The gender monitoring section and the gender analysis section provide several different frameworks for undertaking gender analysis and key points to address these questions. 

⧫ Beginner, English

Sections 5.1 to 5.5 of this toolkit navigator also outline several tools that instruct on how to include gender in statistics, data and other measurement mechanisms.

The structure of the Gender Statistics Database component contains some examples of valuable indicators that can be useful organizing and sharing data. 

⧫ Beginner, English

Check out Section 4 in this toolkit on understanding data and gender as interconnected and Section 9.3 on why it is important to keep data accessible and transparent for all.

The fundings, grants or investments our institution receives are not monitored with transparency or reported adequately both internally and publicly

Challenge:

Not sure where to start? The Gender Budgeting tool sets out how gender-sensitive resources are raised and spent, outlines some approaches and principles for budgeting and helps all institutions to become more aware of their capital expenditure. 

⧫Beginner, English

Need to implement a gender audit and make processes more transparent and non-hierarchical? 

Go over Sections 8.1 and 9.3 of this Toolkit to find more resources on how to create an effective gender audit in your workplace. 

There are several tools that make it easier to monitor the actions of various companies and investment funds by establishing a series of indicators, rankings and scoring models. The tools below will get you started on how to track incoming and outgoing resources:

Explore other sections

1 - Policies

1 - Policies

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2 - Strategies

2 - Strategies

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3 - Communication and advocacy

3 - Communication and advocacy

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4 - Research and knowledge-production

4 - Research and knowledge-production

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5 - Statistics and data desegregation

5 - Statistics and data desegregation

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6 - Investing and impact

6 - Investing and impact

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7 - Monitoring, evaluating and learning

7 - Monitoring, evaluating and learning

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8 - Budgeting and other resources

8 - Budgeting and other resources

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9 - Institutional processes and procedures

9 - Institutional processes and procedures

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10 - Accountability and ethics

10 - Accountability and ethics

Learn more
1 - Policies

1 - Policies

Learn more
2 - Strategies

2 - Strategies

Learn more
3 - Communication and advocacy

3 - Communication and advocacy

Learn more
4 - Research and knowledge-production

4 - Research and knowledge-production

Learn more
5 - Statistics and data desegregation

5 - Statistics and data desegregation

Learn more
6 - Investing and impact

6 - Investing and impact

Learn more
7 - Monitoring, evaluating and learning

7 - Monitoring, evaluating and learning

Learn more
8 - Budgeting and other resources

8 - Budgeting and other resources

Learn more
9 - Institutional processes and procedures

9 - Institutional processes and procedures

Learn more
10 - Accountability and ethics

10 - Accountability and ethics

Learn more
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