Gender analysis: principles and conceptual frameworks
stmm. 2025 (1): 90-104
DOI https://doi.org/10.15407/sociology2025.01.090
Full text:
TETIANA KHRABAN, PhD in Philology, Associate Professor, Head of the Foreign Languages Department, The Heroes of Kruty Military Institute of Telecommunications and Information Technology (45/1, Knіaziv Ostrozkykh St., Kyiv, 01011)
xraban.tatyana@gmail.com
https://orcid.org/0000-0001-5169-5170
https://www.scopus.com/authid/detail.uri?authorld=57215581503
MYKHAILO KHRABAN, Research Fellow at the Scientific Center, The Heroes of Kruty Military Institute of Telecommunications and Information Technology (45/1, Knіaziv Ostrozkykh St., Kyiv, 01011)
mikhailkhraban@gmail.com
https://orcid.org/0009-0006-7771-2307
In consideration of the multiplicity of social contexts, it becomes apparent that the difficulties encountered in guaranteeing gender equality are markedly disparate. Consequently, there is no universal model that can be adopted for implementing a gender approach. The purpose of this article is twofold: firstly, to identify all the conceptual frameworks that could prove useful for conducting an effective gender analysis; and secondly, to provide a comprehensive understanding of these frameworks. A clear understanding of the advantages and/or limitations associated with specific conceptual frameworks for gender analysis enables researchers to develop precise research hypotheses or objectives and obtain dependable results upon which to base sound conclusions and make well-informed decisions. The article’s content is derived from two principal sources. Firstly, the article presents the findings of gender audits. Secondly, it draws upon publications that provide practical guidance on the implementation of gender analysis or utilize gender analysis as the primary methodology in scientific research. A gender analysis is the foundation for integrating gender perspectives into macro-level, meso-level, and micro-level planning and decision-making processes. Gender analysis is a synthesis of diverse approaches and methods employed to comprehend and examine the ramifications of existing discrepancies between the social roles assumed by women and men. These discrepancies encompass a range of factors, including disparities in access to resources (such as power and representation in politics and decision-making, leisure time, financial resources, reputation, personal attributes, and so forth), differing needs, constraints, and prospects, and the influence of these discrepancies on women’s lives. The field of gender research has developed a number of conceptual frameworks for conducting gender analysis. These have been adapted to meet a range of academic and practical needs and priorities. Notable frameworks that have been developed include the Harvard Analytical Framework (Gender Roles Framework), 4R, the Social Relations Approach, the Moser Gender Analysis Framework, the Gender Analysis Matrix, the Levy conceptual framework (the web of institutionalization), and the Capacities and Vulnerabilities Approach.
Keywords: gender, gender analysis, gender equality, conceptual framework, methodology
References
Alonso Gallo, N., Gutiérrez-López, I. (2023). Gender and organizational culture in the European Union: situation and prospects. Frontiers in Psychology, 14, 1164516. https://doi.org/10.3389/fpsyg.2023.1164516
Birks, L., Powell, C., Hatfield, J. (2017). Adapting the capacities and vulnerabilities approach: a gender analysis tool. Health Promotion International, 32(6), 930-941.
Cole, H., O'Neil, T., Mias, C. (2023). Integrating gender from the start: care international's gender in emergencies theory of change. VOICE OUT LOUD. Retrieved from: https://voiceeu.org/news/integrating-gender-from-the-start-care-international-s-gender-in-emergencies-theory-of-change-care-international-on-the-vol36
Cresp-Lloréns, N., Hernández-Aguado, I., Chilet-Rosell, E. (2021). Have Policies Tackled Gender Inequalities in Health? A Scoping Review. International Journal of Environmental Research and Public Health, 18(1), 327. https://doi.org/10.3390/ijerph18010327
Fan, D., Breslin, D., Callahan, J.L., Iszatt-White, M. (2022). Advancing literature review methodology through rigour, generativity, scope and transparency. International Journal of Management Reviews, 24, 171-180. https://doi.org/10.1111/ijmr.12291
Gender analysis of the institutional response of public authorities to the humanitarian crisis caused by the full-scale invasion of the Russian Federation: best practices and recommendations. (2023). [In Ukrainian]. Kyiv: OON ZhINKY. Retrieved from: https://eca.unwomen.org/sites/default/files/2023-02/GA-UN-Women-Institutional-response.pdf
Gender profile of the country: Ukraine. (2023). EUNeighboursEast. [In Ukrainian]. Taken from: https://euneighbourseast.eu/uk/news/publications/gendernyj-profil-krayiny-ukrayina/ EUN. Retrieved from: https://euneighbourseast.eu/uk/news/publications/gendernyj-profil-krayiny-ukrayina/
Gender profile of Ukrainian media. (2023). National Council of Ukraine on Television and Radio Broadcasting. [In Ukrainian]. Retrieved from: https://wim.org.ua/materials/hendernyy-profil-ukrayinskykh-media/
Gimenez-Nadal, J., Molina, J. (2022). The gender gap in time allocation. IZA World of Labor, 497. https://doi.org/10.15185/izawol.497
Goncalves, M., Haidar, N., Celik, E. (2024). Drivers and motivations of Lebanese women entrepreneurs: insights from the demand-constraint-choice framework. Cogent Business & Management, 11(1). https://doi.org/10.1080/23311975.2024.2371068
Hillenbrand, E., Lakzadeh, P., Sokhoin, L., Talukder, Z., Green, T., McLean, J. (2014). Using the Social Relations Approach to capture complexity in women's empowerment: using gender analysis in the Fish on Farms project in Cambodia. Gender & Development, 22(2), 351-368. https://doi.org/10.1080/13552074.2014.920992
Hunt, J. (2004). Introduction to gender analysis concepts and steps. Development Bulletin, 64, 100-106. Retrieved from: https://www.inclusivewash.org.au/wp-content/uploads/2018/09/JHuntIntrogenderanalysisconcepts26steps.pdf
Kabeer, N. (2005). Gender Equality and Women's Empowerment: A Critical Analysis of the Third Millennium Development Goal. Gender and Development, 13(1), 13-24. http://www.jstor.org/stable/20053132 https://doi.org/10.1080/13552070512331332273
Kaua, C.G., Gitonga, T.M. (2023). Gender analysis of access and control of resources and livelihoods in pastoral livelihood systems: the case of Kurikuri Community land in Laikipia County, Kenya. SN Social Sciences, 3, 167. https://doi.org/10.1007/s43545-023-00754-z
Khraban, T., Khraban, M. (2024). Media coverage of the impact of the war on gender segregation in the Ukrainian labor market. [In Ukranian]. Sociology: Theory, Methods, Marketing, 2, 85-100. https://doi.org/10.15407/sociology2024.02.085
Khraban, T., Vyhivska, O. (2023). The influence of the military environment on gender stereotypical perceptions of male servicemen (psycholinguistic aspect)]. [In Ukrainian]. Bulletin of the National Defense University of Ukraine, 72(2), 136-145.
Khraban, T., Vyhivska, O. (2024). Towards gender equality: women's leadership in higher education. ScienceRise: Pedagogical Education, 2(59), 29-34. https://doi.org/10.15587/2519-4984.2024.303271
Levy, C. (1996). The process of Institutionalising Gender in Policy and Planning: the web of institutionalisation (DPU Working Papers 74). DPU, University College of London. London, UK. Retrieved from: https://www.ucl.ac.uk/dpu-projects/drivers_urb_change/urb_society/pdf_gender/DPU_Levy_Institutionalising_Gender.pdf
Morgan, R., Garrison-Desany, H., Hobbs, A. J., Wilson, E. (2022). Strengthening effectiveness evaluations through gender integration to improve programs for women, newborn, child, and adolescent health. Global Health Action, 15(sup1), 2006420. https://doi.org/10.1080/16549716.2021.2006420
Moser, C.O. (2003). Gender Planning and Development: Theory, Practice, and Training. USA, Canada: Routledge. Retrieved from: https://api.pageplace.de/preview/DT0400.9781134935383_A23793240/preview-9781134935383_A23793240.pdf
Moser, C.O.N. (2017). Gender transformation in a new global urban agenda: challenges for Habitat III and beyond. Environment and Urbanization, 29(1), 221-236. https://doi.org/10.1177/0956247816662573
Post, C., Sarala, R., Gatrell, C., Prescott, J. Advancing Theory with Review Articles. Journal of Management Studies, 57(2), 351-376. https://doi.org/10.1111/joms.12549
Profeta, P. (2017). Gender Equality in Decision-Making Positions: The Efficiency Gains. Intereconomics, 52(1), 34-37. https://doi.org/10.1007/s10272-017-0640-4
Protosavitska, L. (2023). Legal aspects of gender equality and their legislative consolidation. Law. Human. Environment, 14(1), 88-106, https://doi.org/10.31548/law/1.2023.88
Sabates-Wheeler, R., Lind, J., Harvey, P., Slater, R. (2022). Strengthening responses at the nexus of social protection, humanitarian aid and climate shocks in protracted crises: BASIC Research Framing Paper. Brighton: Institute of Development Studies. https://doi.org/10.19088/BASIC.2022.001
Skakun, Z., Dietrich, L. (2022). Oxfam Gender in Emergencies Strategy 2022-25. Oxfam International. https://doi.org/10.21201/2024.000014
Snyder, H. (2019). Literature Review as a Research Methodology: An Overview and Guidelines. Journal of Business Research, 104, 333-339. https://doi.org/10.1016/j.jbusres.2019.07.039
Received 25.08.2024
Gender analysis: principles and conceptual frameworks
stmm. 2025 (1): 90-104
DOI https://doi.org/10.15407/sociology2025.01.090
Full text:
TETIANA KHRABAN, PhD in Philology, Associate Professor, Head of the Foreign Languages Department, The Heroes of Kruty Military Institute of Telecommunications and Information Technology (45/1, Knіaziv Ostrozkykh St., Kyiv, 01011)
xraban.tatyana@gmail.com
https://orcid.org/0000-0001-5169-5170
https://www.scopus.com/authid/detail.uri?authorld=57215581503
MYKHAILO KHRABAN, Research Fellow at the Scientific Center, The Heroes of Kruty Military Institute of Telecommunications and Information Technology (45/1, Knіaziv Ostrozkykh St., Kyiv, 01011)
mikhailkhraban@gmail.com
https://orcid.org/0009-0006-7771-2307
In consideration of the multiplicity of social contexts, it becomes apparent that the difficulties encountered in guaranteeing gender equality are markedly disparate. Consequently, there is no universal model that can be adopted for implementing a gender approach. The purpose of this article is twofold: firstly, to identify all the conceptual frameworks that could prove useful for conducting an effective gender analysis; and secondly, to provide a comprehensive understanding of these frameworks. A clear understanding of the advantages and/or limitations associated with specific conceptual frameworks for gender analysis enables researchers to develop precise research hypotheses or objectives and obtain dependable results upon which to base sound conclusions and make well-informed decisions. The article’s content is derived from two principal sources. Firstly, the article presents the findings of gender audits. Secondly, it draws upon publications that provide practical guidance on the implementation of gender analysis or utilize gender analysis as the primary methodology in scientific research. A gender analysis is the foundation for integrating gender perspectives into macro-level, meso-level, and micro-level planning and decision-making processes. Gender analysis is a synthesis of diverse approaches and methods employed to comprehend and examine the ramifications of existing discrepancies between the social roles assumed by women and men. These discrepancies encompass a range of factors, including disparities in access to resources (such as power and representation in politics and decision-making, leisure time, financial resources, reputation, personal attributes, and so forth), differing needs, constraints, and prospects, and the influence of these discrepancies on women’s lives. The field of gender research has developed a number of conceptual frameworks for conducting gender analysis. These have been adapted to meet a range of academic and practical needs and priorities. Notable frameworks that have been developed include the Harvard Analytical Framework (Gender Roles Framework), 4R, the Social Relations Approach, the Moser Gender Analysis Framework, the Gender Analysis Matrix, the Levy conceptual framework (the web of institutionalization), and the Capacities and Vulnerabilities Approach.
Keywords: gender, gender analysis, gender equality, conceptual framework, methodology
References
Alonso Gallo, N., Gutiérrez-López, I. (2023). Gender and organizational culture in the European Union: situation and prospects. Frontiers in Psychology, 14, 1164516. https://doi.org/10.3389/fpsyg.2023.1164516
Birks, L., Powell, C., Hatfield, J. (2017). Adapting the capacities and vulnerabilities approach: a gender analysis tool. Health Promotion International, 32(6), 930-941.
Cole, H., O'Neil, T., Mias, C. (2023). Integrating gender from the start: care international's gender in emergencies theory of change. VOICE OUT LOUD. Retrieved from: https://voiceeu.org/news/integrating-gender-from-the-start-care-international-s-gender-in-emergencies-theory-of-change-care-international-on-the-vol36
Cresp-Lloréns, N., Hernández-Aguado, I., Chilet-Rosell, E. (2021). Have Policies Tackled Gender Inequalities in Health? A Scoping Review. International Journal of Environmental Research and Public Health, 18(1), 327. https://doi.org/10.3390/ijerph18010327
Fan, D., Breslin, D., Callahan, J.L., Iszatt-White, M. (2022). Advancing literature review methodology through rigour, generativity, scope and transparency. International Journal of Management Reviews, 24, 171-180. https://doi.org/10.1111/ijmr.12291
Gender analysis of the institutional response of public authorities to the humanitarian crisis caused by the full-scale invasion of the Russian Federation: best practices and recommendations. (2023). [In Ukrainian]. Kyiv: OON ZhINKY. Retrieved from: https://eca.unwomen.org/sites/default/files/2023-02/GA-UN-Women-Institutional-response.pdf
Gender profile of the country: Ukraine. (2023). EUNeighboursEast. [In Ukrainian]. Taken from: https://euneighbourseast.eu/uk/news/publications/gendernyj-profil-krayiny-ukrayina/ EUN. Retrieved from: https://euneighbourseast.eu/uk/news/publications/gendernyj-profil-krayiny-ukrayina/
Gender profile of Ukrainian media. (2023). National Council of Ukraine on Television and Radio Broadcasting. [In Ukrainian]. Retrieved from: https://wim.org.ua/materials/hendernyy-profil-ukrayinskykh-media/
Gimenez-Nadal, J., Molina, J. (2022). The gender gap in time allocation. IZA World of Labor, 497. https://doi.org/10.15185/izawol.497
Goncalves, M., Haidar, N., Celik, E. (2024). Drivers and motivations of Lebanese women entrepreneurs: insights from the demand-constraint-choice framework. Cogent Business & Management, 11(1). https://doi.org/10.1080/23311975.2024.2371068
Hillenbrand, E., Lakzadeh, P., Sokhoin, L., Talukder, Z., Green, T., McLean, J. (2014). Using the Social Relations Approach to capture complexity in women's empowerment: using gender analysis in the Fish on Farms project in Cambodia. Gender & Development, 22(2), 351-368. https://doi.org/10.1080/13552074.2014.920992
Hunt, J. (2004). Introduction to gender analysis concepts and steps. Development Bulletin, 64, 100-106. Retrieved from: https://www.inclusivewash.org.au/wp-content/uploads/2018/09/JHuntIntrogenderanalysisconcepts26steps.pdf
Kabeer, N. (2005). Gender Equality and Women's Empowerment: A Critical Analysis of the Third Millennium Development Goal. Gender and Development, 13(1), 13-24. http://www.jstor.org/stable/20053132 https://doi.org/10.1080/13552070512331332273
Kaua, C.G., Gitonga, T.M. (2023). Gender analysis of access and control of resources and livelihoods in pastoral livelihood systems: the case of Kurikuri Community land in Laikipia County, Kenya. SN Social Sciences, 3, 167. https://doi.org/10.1007/s43545-023-00754-z
Khraban, T., Khraban, M. (2024). Media coverage of the impact of the war on gender segregation in the Ukrainian labor market. [In Ukranian]. Sociology: Theory, Methods, Marketing, 2, 85-100. https://doi.org/10.15407/sociology2024.02.085
Khraban, T., Vyhivska, O. (2023). The influence of the military environment on gender stereotypical perceptions of male servicemen (psycholinguistic aspect)]. [In Ukrainian]. Bulletin of the National Defense University of Ukraine, 72(2), 136-145.
Khraban, T., Vyhivska, O. (2024). Towards gender equality: women's leadership in higher education. ScienceRise: Pedagogical Education, 2(59), 29-34. https://doi.org/10.15587/2519-4984.2024.303271
Levy, C. (1996). The process of Institutionalising Gender in Policy and Planning: the web of institutionalisation (DPU Working Papers 74). DPU, University College of London. London, UK. Retrieved from: https://www.ucl.ac.uk/dpu-projects/drivers_urb_change/urb_society/pdf_gender/DPU_Levy_Institutionalising_Gender.pdf
Morgan, R., Garrison-Desany, H., Hobbs, A. J., Wilson, E. (2022). Strengthening effectiveness evaluations through gender integration to improve programs for women, newborn, child, and adolescent health. Global Health Action, 15(sup1), 2006420. https://doi.org/10.1080/16549716.2021.2006420
Moser, C.O. (2003). Gender Planning and Development: Theory, Practice, and Training. USA, Canada: Routledge. Retrieved from: https://api.pageplace.de/preview/DT0400.9781134935383_A23793240/preview-9781134935383_A23793240.pdf
Moser, C.O.N. (2017). Gender transformation in a new global urban agenda: challenges for Habitat III and beyond. Environment and Urbanization, 29(1), 221-236. https://doi.org/10.1177/0956247816662573
Post, C., Sarala, R., Gatrell, C., Prescott, J. Advancing Theory with Review Articles. Journal of Management Studies, 57(2), 351-376. https://doi.org/10.1111/joms.12549
Profeta, P. (2017). Gender Equality in Decision-Making Positions: The Efficiency Gains. Intereconomics, 52(1), 34-37. https://doi.org/10.1007/s10272-017-0640-4
Protosavitska, L. (2023). Legal aspects of gender equality and their legislative consolidation. Law. Human. Environment, 14(1), 88-106, https://doi.org/10.31548/law/1.2023.88
Sabates-Wheeler, R., Lind, J., Harvey, P., Slater, R. (2022). Strengthening responses at the nexus of social protection, humanitarian aid and climate shocks in protracted crises: BASIC Research Framing Paper. Brighton: Institute of Development Studies. https://doi.org/10.19088/BASIC.2022.001
Skakun, Z., Dietrich, L. (2022). Oxfam Gender in Emergencies Strategy 2022-25. Oxfam International. https://doi.org/10.21201/2024.000014
Snyder, H. (2019). Literature Review as a Research Methodology: An Overview and Guidelines. Journal of Business Research, 104, 333-339. https://doi.org/10.1016/j.jbusres.2019.07.039
Received 25.08.2024