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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

  1. 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

  2. Birks, L., Powell, C., Hatfield, J. (2017). Adapting the capacities and vulnerabilities approach: a gender analysis tool. Health Promotion International, 32(6), 930-941.

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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/

  8. 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/

  9. Gimenez-Nadal, J., Molina, J. (2022). The gender gap in time allocation. IZA World of Labor, 497. https://doi.org/10.15185/izawol.497

  10. 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

  11. 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

  12. 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

  13. 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

  14. 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

  15. 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

  16. 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.

  17. 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

  18. 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

  19. 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

  20. 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

  21. 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

  22. 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

  23. 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

  24. 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

  25. 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

  26. Skakun, Z., Dietrich, L. (2022). Oxfam Gender in Emergencies Strategy 2022-25. Oxfam International. https://doi.org/10.21201/2024.000014

  27. 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

  28. Snyder, H. (2023). Designing the literature review for a strong contribution. Journal of Decision Systems, 1-8.

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

  1. 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

  2. Birks, L., Powell, C., Hatfield, J. (2017). Adapting the capacities and vulnerabilities approach: a gender analysis tool. Health Promotion International, 32(6), 930-941.

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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/

  8. 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/

  9. Gimenez-Nadal, J., Molina, J. (2022). The gender gap in time allocation. IZA World of Labor, 497. https://doi.org/10.15185/izawol.497

  10. 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

  11. 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

  12. 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

  13. 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

  14. 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

  15. 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

  16. 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.

  17. 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

  18. 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

  19. 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

  20. 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

  21. 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

  22. 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

  23. 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

  24. 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

  25. 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

  26. Skakun, Z., Dietrich, L. (2022). Oxfam Gender in Emergencies Strategy 2022-25. Oxfam International. https://doi.org/10.21201/2024.000014

  27. 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

  28. Snyder, H. (2023). Designing the literature review for a strong contribution. Journal of Decision Systems, 1-8.

Received 25.08.2024

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LATEST FREELY ACCESSIBLE MATERIALS

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