UNECE / WBI
Gender statistics is a field of statistics that cuts
across the traditional fields to identify, produce WORLD BANK INSTITUTE
Promoting knowledge and learning for a better world
and disseminate statistics that reflect the realities United Nations
of the lives of women and men and policy issues Economic Commission for Europe
gender analysis
Chapter 3 How to produce gender statistics: Reference manual prepared by the UNECE Task Force
general issues on Gender Statistics Training for Statisticians
with contributions from various experts
Chapter 4 Selected topics relevant to gender
statistics and implications for data
collection
U N I T E D N A T I O N S
United Nations
Economic Commission for Europe
DEVELOPING GENDER
STATISTICS: A Practical Tool
A PRACTICAL TOOL
Reference manual prepared by the UNECE Task
Force on Gender Statistics Training for Statisticians
with contributions from various experts
United Nations
Geneva 2010
NOTE
The designations employed and the presentation of the material in this publication do not
imply the expression of any opinion whatsoever on the part of the Secretariat of the United
Nations concerning the legal status of any country, territory, city or area, or of its authorities,
or concerning the delimitation of its frontier or boundaries.
ECE/CES/8
Preface
Gender statistics is not a discrete or isolated field. It cuts across traditional fields of statistics, such as
economics, agriculture, health and employment, to explore the differences that exist between women and
men in society. Such information is vital to inform policy and decision-makers and to make advances
towards achieving gender equality. The manual Developing Gender Statistics: A Practical Tool aims to
guide statistical organizations in the production and use of gender statistics, building upon the seminal
work Engendering Statistics: A Tool for Change by Statistics Sweden (Hedman et al., 1996).
Chapters 1 and 2 of the manual explain the importance of producing and analyzing statistics on gender
differences. Chapter 3 provides guidance on data production and Chapter 4 looks in detail at selected topics
relevant to gender statistics and the implications for data collection. Chapter 5 examines methods for
improving the use of gender statistics through communication strategies and dissemination platforms such
as interactive databases and websites.
An important component of any initiative to develop statistics on gender is advocacy and partnership
building. Chapter 6 provides guidance on ‘making it happen’ through campaigning for top management
support, creating legislation and defining a gender statistics program.
The United Nations Economic Commission for Europe wishes to acknowledge the cooperation with the
World Bank Institute in preparing this manual. I hope that the manual will serve as a consolidated reference
for any institution or individual interested in producing high quality information about gender differences,
provide valuable guidance to producers and eventually contribute to evidence-based policy-making for
accelerating progress towards gender equality.
Ján Kubiš
Executive Secretary
United Nations Economic Commission for Europe
iii
Acknowledgements
This manual represents the result of several years of productive cooperation among the members of the
United Nations Economic Commission for Europe (UNECE) Task Force on Gender Statistics Training for
Statisticians with contributions from various experts.
The Conference of European Statisticians (CES) would like to thank all who contributed papers and
provided valuable feedback during the course of this work. In particular, the CES would like to
acknowledge the contribution of the following members of the UNECE Task Force on Gender Statistics
Training for Statisticians:
• Gerry Brady Development Programme)
(Central Statistics Office,
• George Kavelashvili • Marjut Pietiläinen
Ireland)
(National Statistics Office (Statistics Finland)
• John Curry of Georgia)
• Dragana Djokovic Papic
(Food and Agriculture
Organization) • Vladimir Magnaradze (Statistical Office of the
(National Statistics Office Republic of Serbia)
• Gulnara Febres of Georgia)
• Maria Giuseppina
(World Bank Institute)
• Robert Mayo Muratore
• Cristina Freguja (Food and Agriculture (ISTAT)
(ISTAT) Organization)
• Tare Noori
• Riet Groenen (United • Marina Mijovska (Statistics Sweden)
Nations Population Fund) (State Statistical Office of
the Republic of • Ko Oudhof
• Maria Hartl Macedonia) (Statistics Netherlands)
(International Fund for
• Victoria Velkoff
Agricultural Development) • Susanne Milcher
(United States Census
(United Nations
Bureau)
This manual has benefited from contributions by independent experts as well as experts from Eurostat, the
United Nations Development Programme (UNDP), the Food and Agriculture Organization (FAO), the
International Labour Organization (ILO), the United Nations Population Fund (UNFPA), the World Bank
Institute (WBI) and the United Nations Economic Commission for Europe (UNECE). They include: Asush
Aghabalyan, Petteri Baer, Julie Ballington, Giorgina Brown, Debbie Budlender, Nadja Dolata, Heather
Dryburgh, Barbara Dunlop, Marge Fauvelle, Peter Gardner, Hermann Habermann, Ralf Hussmanns, Diane
Herz, Karen Hurrell, Seppo Kouvonen, Edith Kuiper, Sophia Lawrence, María Eugenia Gómez Luna,
Adriana Mata-Greenwood, Iiris Niemi, Mihail Peleah, Camilla Gidlöf Regnier, Maria Clelia Romano,
Elena Sannikova, Manfred Schmiemann, Diane Steel, Kristian Rose Tronstad, Joann Vanek, Elizabeth
Villagomez, Sylvia Walby, Julia Weinmann, and Vesna Zajc.
The design and layout of this publication was prepared by Dianne Andrysiak.
The CES Bureau has provided constructive guidance and assistance throughout the development of this
publication.
Special thanks go to the staff of the UNECE and the World Bank Institute, whose leadership and
substantive contributions have made this publication a reality. They are Gulnara Febres from the World
Bank Institute and Elisa Benes, Enrico Bisogno, Jessica Gardner, Linda Hooper, Nato Kurshitashvili, Tiina
Luige and Angela Me from the UNECE.
The preparation of this manual has benefited from the financial support from the World Bank Development
Grant Facility.
iv
Contents
Chapter 4 Annex 1
Selected topics relevant to gender statistics UNECE Gender Statistics Database:
and implications for data collection .......41 List of indicators ............................. 160
4.1 Introduction ................................ 41
4.2. Size, structure and characteristics of the Annex 2
labour force ................................ 42 Case study on participatory gender statistics
4.3 Informal employment ..................... 49
training ........................................ 163
v
Chapter 1
Gender statistics and gender analysis
1
These definitions have been taken from the World Health
Organization’s website at
http://www.who.int/gender/whatisgender/en/index.html
UNITED NATIONS ECONOMIC COMMISSION FOR EUROPE 1 DEVELOPING GENDER STATISTICS: A PRACTICAL TOOL
CHAPTER 1 Gender statistics and gender analysis
sex in order to analyze gender issues. However, producing gender statistics. Women and men are
this alone is not always sufficient for gender not homogenous groups. There are significant
analysis. For example, the disaggregation of differences between women and between men
victims of homicide by sex has some value, but depending on age, education, and other significant
information on the perpetrator and their categories. It is important to be careful about
relationship to the victim is also needed to generalizations about women or men that might
understand if the homicide was committed in a be misleading because of this diversity. There are
family context or by someone unknown to the also important gender differences associated with
victim. ethnicity, religion, disability and sexual orientation,
as well as with migration and citizenship status.
The concept of gender places focus not only on
Further distinctions may be based on urban/rural
women, but on both women and men. This is
residence.
important because policies and programmes
affect women and men differently and because In some instances these intersections may simply
men’s position in society is an important context lead to one form of disadvantage being added to
for understanding women’s position and vice another, while in other cases, there may be a
versa. However, a focus on either men or women multiplicative effect. Women in some population
may also be appropriate in some cases. For groups can face discriminatory behaviour due to
example, some issues pertain to women but not differing gender roles in their own community.
to men, such as maternal mortality, while there For example, as shown in a study carried out by
are some health issues that are specific to men the United Nations Development Programme
such as testicular cancer. (UNDP) in nine countries in South-East Europe
in 2004, non-Roma persons are five times more
likely to reach secondary education as Roma
1.3 Intersection of gender with people. However, the percentage of Roma men
other social groups who achieve secondary education is double the
percentage of women. Among non-Roma people,
The dissection of the population into men and
the gender difference is less marked (UNDP
women is usually cross-cut by other social
2006). Roma women are subject to a double
groups. The nature and implications of these
disadvantage, both as women and as members of
intersections always need to be considered when
a minority group. It is therefore important,
wherever possible, to gather and present data 1. Poverty: ‘The persistent and increasing
disaggregated not only by sex but also by other burden of poverty on women’: Poverty among
social dimensions in order to assess the different women may be linked to policies on
situations. macroeconomics, welfare and credit that do
not take sufficient account of the position of
women. Poverty may be understood at the
1.4 Gender statistics topics individual level of men and women as well
The areas covered by gender statistics are not as that of the household. Women may have
confined to the family, or any one area, but span different routes into poverty than men, such
a wide range of concerns in every country. There as widowhood and lone motherhood.
are various ways to identify and classify critical 2. Education and training: ‘Inequalities and
gender concerns. The European Union’s roadmap inadequacies in and unequal access to
for equality between women and men (European education and training’: In some countries,
Commission, 2006a)2 and the United Nations girls and women may have less access to
Platform for Action (United Nations, 1995a)3 education and training as compared with
provided two such approaches. boys and men; there is often sex segregation
The European Union’s roadmap outlined six so that women and men are typically found in
priority areas for action on gender equality for different branches of education and training,
the period 2006-2010: which may lead to better or worse rewarded
employment; life-long learning is typically
• equal economic independence for women
more important to women than men, because
and men
women are more likely to want to return to
• reconciliation of private and professional life education and employment in adulthood
• equal representation in decision-making after periods of dedicated intensive childcare,
• eradication of all forms of gender-based but this may be changing as men lose jobs
violence and need to qualify for new types of
• elimination of gender stereotypes employment.
• promotion of gender equality outside the 3. Health: ‘Inequalities and inadequacies in and
Union. unequal access to health care and related
services’: In some countries, women may
For each area, it identified priority objectives and have less access to health care than men;
actions, and presented indicators used by the some forms of health care concern women
European Commission to monitor progress specifically, such as at the time of childbirth,
towards gender equality in the policy areas or in their access to specific forms of
identified in the Roadmap. It recognized that in reproductive health care; some diseases are
some areas, statistics and indicators need to be specific to different sexes e.g. breast cancer,
further developed, such as concerning the gender prostate cancer.
dimension in health, or on crime and victims.
4. Violence: ‘Violence against women’: Gender
The 1995 United Nations Beijing Platform for –based violence is predominantly from men
Action identified 12 critical areas of concern to women, including domestic violence,
calling for strategic actions. In turn, these gender sexual violence, stalking, sexual harassment
concerns identified what statistics will need to be at work, female genital mutilation, trafficking
collected to provide a basis for policies and of women into prostitution, forced marriage,
programmes and for their monitoring and and traditional and honour-based violence.
evaluation. The listing below uses the phrasing of Violence against women is both cause and
the “Platform” to establish why an area is a consequence of gender inequality.
critical concern and presents selected research
findings to describe briefly some gender issues 5. Armed conflict: ‘The effects of armed or other
each involves. kinds of conflict on women, including those
living under foreign occupation’: Women are
2
typically less involved than men in decision-
http://ec.europa.eu/social/main.jsp?catId=422&langId=en
3 making about conflict resolution; women
http://www.un.org/womenwatch/daw/beijing/platform/plat1.htm can be particularly vulnerable to sexual
violence in conflict and post-conflict situations.
provision of goods and services in a country, it is highest earning of a two-earner household may
important to have comprehensive data on all be the woman; the woman may be the main
kinds of work. In order to investigate these issues earner and the man the main carer; the household
more fully, Time Use Surveys are being may be made up of a lesbian or homosexual
undertaken increasingly by national statistical couple. Using the concept of the ‘household
offices to collect data on all forms of work (see reference person’ (see Box 3.2) allows the
section 3.4). The 2008 System of National advantages of a single point of enquiry, without
Accounts (UNSD 2009a)4 recognizes the need the disadvantages of making false gender
for separate measurement and recommends that assumptions.
valuation of production outside the boundaries set
The process of making gender visible in areas
for the SNA be undertaken in satellite accounts.
where it was previously thought not relevant lies
In other areas, traditional concepts, such as at the heart of the development of gender
family status, fertility preferences, contraceptive statistics. Rather than making assumptions about
behaviour and actual fertility, are biased against the nature and significance of gender relations,
men, in the sense that more information is such issues are opened up to analytic scrutiny.
collected on women in these areas. However, There are many questionable assumptions in
Sweden is one of several countries that collect traditional analysis. These include: assuming that
and publish data on family status, contraceptive gender is not relevant because other social and
practices and fertility for both men and women. economic dynamics are more important; that
women’s interests are always closely aligned with
A second type of problem occurs when the basic
those of their husbands; and that a particular
unit of analysis and presentation is the
category of person is always male or female. The
household, as for example in the traditional
development of gender statistics creates the
approach to poverty and social exclusion. This
evidence base that enables such assumptions to
approach is often justified by the assumption that
be tested, and better analysis and policies can
within the household there is an equitable
then be developed.
pooling of resources. The assumption that the
household is the appropriate unit is carried into
certain public policies that tax and provide
benefits to the household as a unit. However, use 1.6 Gender equality
of the household as the unit in poverty analysis In many cases, the interest in examining the
obscures gender inequalities in the distribution of differences and similarities between women and
resources within the household, and the implications men is aimed at understanding the nature and
of differential work incentives for women and causes of gender inequality. Many contemporary
men. It is important to collect data on income and policies are designed to reduce the level of gender
resources at the level of individual men and inequality and statistics are needed to measure
women, as well as the level of the household progress. However, the concept of gender equality
unit, and to provide tabulations and analysis, is complex.
which show both household and individual
patterns. The definition of gender equality depends on the
understanding of gender differences. Are all
Another way the household concept has made differences also inequalities? Or are some
women invisible in statistics is the use of “head differences valued and not a sign of inequality?
of household.” Often the characteristics of the Does reaching gender equality mean changing
entire household have been identified as those of the position of women, or does it mean a much
the head, and the head has been assumed the deeper transformation that includes changing the
oldest man in the household. This practice lives of men as well? These different approaches
obscures a series of gender issues. For example, to gender equality may be summarized in a three-
comparing ‘heads of households’ may well not fold typology. Gender analysis based on relevant
be a comparison between male earners: the statistics may indicate which approaches may be
most appropriate to different areas of concern.
4
See http://unstats.un.org/unsd/nationalaccount/SNA2008.pdf The interconnection between gender policies and
wider social issues is recognized prominently in
the United Nations Platform for Action (UN
1995a):
development of these policies. These include the and services and follow-up actions based on the
United Nations Convention on the Elimination of recommendations from the Beijing Conference
All Forms of Discrimination against Women5 in (European Commission (2000b). Many national
1979 and the Platform for Action of the Fourth governments have their own specific policy and
World Conference on Women held in Beijing in legislative programs to achieve women’s
19956. empowerment and gender equality.
Gender equality is also a fundamental component The availability and accessibility of gender-
of the Millennium Declaration (UN, 2000), sensitive data are instrumental to the
adopted by all Member States of the United development and implementation of policies that
Nations in 20007 (See Box.2.1). The eight can facilitate the achievement of national and
Millennium Development Goals (MDGs) provide international objectives. The importance of using
a framework for measuring progress towards statistical evidence to develop appropriate policies
fulfilling the commitments of the Millennium is recognized in one of the strategic objectives of
Declaration. Goal 3 explicitly calls for gender the Platform for Action of the Fourth World
equality and the empowerment of women, with Conference on Women. The objective H.3 is:
the associated indicators relating to education, “generate and disseminate gender-disaggregated
employment and decision-making. However, data and information for planning and
ensuring gender equality is essential for evaluation” (United Nations, 1995a). It is
achieving all the other goals and countries are followed by a detailed set of actions, in fact an
asked to provide sex-disaggregated data wherever agenda for development of statistics. Some actions
applicable when reporting on progress8. address the general need for statistics: “Ensure
that statistics related to individuals are collected,
Box 2.1. UN Millennium Development Goals compiled, analyzed and presented by sex and age
Goal 1 Eradicate extreme poverty and and reflect problems, issues and questions related to
hunger women and men in society.” Other actions specify
what needs to be done to develop statistics related to
Goal 2 Achieve universal primary education
the specific topics of concern.
Goal 3 Promote gender equality and Gender statistics are also relevant for the
empower women
development of policies that are not explicitly
Goal 4 Reduce child mortality related to gender. Many policies that appear to
have little to do with gender equality are actually
Goal 5 Improve maternal health
affected in an indirect way by aspects of
Goal 6 Combat HIV/AIDS, malaria and other relationships between women and men. It is often
diseases necessary to investigate the gender aspect of a
Goal 7 Ensure environmental sustainability policy even if it is not directly articulated in a
way that draws attention to this interaction. An
Goal 8 Develop a global partnership for example of the relevance of gender to policies
development
that appear not to be relevant from a gender
Other international and supranational organisations perspective is that of violent crime. The concept of
have further developed mandates, for example, the ‘violent crime’ might appear to have little to do
European Union’s 1997 Treaty of Amsterdam with gender. Yet, one of the hidden aspects of
(European Parliament 1997)9, legislation, such as violent crime is violence in the home from
Directives on the equal treatment of women and husbands to wives. Omitting this part of violent
men in employment and in the delivery of goods crime would mean that a significant part of
violent crime is not measured and therefore not
5
http://www.un.org/womenwatch/daw/cedaw/cedaw.htm
considered in policies and programs. The inclusion
6
http://www.un.org/womenwatch/daw/beijing/platform/plat1.htm of a gender perspective enables a more nuanced
7
http://www.un.org/millennium/declaration/ares552e.htm and multi-faceted policy to be developed; one
8
See also that is likely to be more successful.
http://mdgs.un.org/unsd/mdg/Resources/Static/Products/Progress
2009/MDG_Report_2009_Progress_Chart_En.pdf Policy-makers represent strategic users of statistical
9 data (the very name ‘statistics’ is inherently
http://eur-
lex.europa.eu/en/treaties/dat/11997D/htm/11997D.html linked to state activities). There are certain steps
in the ‘Statistical production process’ (see section
3.2) where data producers should interact quite
closely with policy makers, in a process where should not make policy statements. Instead,
role and responsibilities of both actors are clear they are meant simply to present the ‘facts’.
and respected. Those steps are: The situation might be different for data
producers in some other parts of the national
• Identification of gender issues in society: statistical system, such as the education or
The process starts with the realization that a
health ministries. However, those responsible
gender issue exists in society on which greater
for policy analysis and proposals will usually
knowledge is needed. The gender issue could
differ from those responsible for the
relate to a particular key policy issue in the
production and publication of statistics.
country, such as poverty, and the realization Therefore, gender and policy analysis often
that the gender aspects of poverty are not well involves actors outside the national statistical
understood. Alternatively, there could be an
service, who analyze the meaning and
explicit gender issue, such as gender-based implications of the statistics. While national
violence, on which policy makers realize they
statisticians are not directly responsible for this
need more information. step, they need to be aware that the way they
• Production of gender statistics: After an issue present statistics can influence the analysis.
has been identified, the next step involves
• Use of gender analysis for policy actions:
production of statistics to measure it. This
From a gender perspective, the hope is that
might involve the introduction of a completely
policies will promote movement towards
new instrument, such as a survey on gender-
gender equality. It would, of course, be naïve
based violence. Alternatively, it could involve
to assume that policy is often based mainly on
an enhancement of existing data collection,
facts and figures. Many different forces
through the addition of one or more questions
influence policy. However, the existence of
in a survey or administrative form, expansion
reliable facts and figures strengthens the hand
of response options to a question or
of any policy proponent. It also promotes the
administrative form, or changes in the way development of ‘evidence-based’ policy, rather
that questions are asked to make them less than policy that is driven by supposition or
gender-biased. Yet another possibility is
ideology. Further, it promotes sensible
changes in the recruitment and training of debate among policy makers on the different
data collectors, to ensure they are aware of options.
the interrelationship between the relevant
gender issues and their role in the interview • Identification of gaps and formulation of
process. new questions: Ideally, governments should
be monitoring policy implementation in
• Marketing and dissemination of gender respect of both outputs (deliverables) and
statistics: Presentation of the enhanced
outcomes (impact on the society). Other
statistics is not enough. In order to be used,
actors might be monitoring the impact of
they need to reach the policy makers (both
policies seen to have potential to address
civil servants and elected representatives)
gender issues. For example, an organization
and those who advise them. They also need
working in the area of women’s health might
to reach the advocates, such as women’s
monitor the impact of a new policy approach
groups, who can put pressure on the policy
in respect of contraception, while an NGO
makers for the necessary changes. Finally, the
providing services for battered women might
statistics need to reach those who have influence monitor the impact of the introduction of
in the policy arena but who would normally
interdicts, such as removing a violent partner
not recognize gender issues. Different from the family home. This monitoring
products, different marketing strategies and process might lead back to the beginning of the
different dissemination techniques may be
chain by establishing that there are areas
needed for each audience. where knowledge is lacking.
• Gender and policy analysis: Generally, The above description is very general. The process
national statistical agencies are tasked with will differ from country to country and from
producing statistics and are not expected to topic to topic. It will depend on which actors in
analyze them from a policy perspective. the national statistical office are responsible for a
Indeed, in many countries there is an explicit particular issue. For example, it is likely to differ
requirement that the national statistical office if the statistics concerned are produced by the
statistical office or by a line agency. It will depend, 2.5 Gender statistics to improve
also, on the level and breadth of awareness of a national statistical systems
particular gender issue, and the degree to which
the issue is politically or otherwise sensitive. It Gender statistics aspire to reflect reality in a more
will also depend on the approach of government, accurate way. One aim of gender statistics is to
and the extent to which it prides itself on go beyond appearance and stereotypes, so that
producing evidence-based policy, as well as on its the invisible line between men and women is
commitment to gender equality. In some cases, drawn and differences are made clear. In order to
the process of asking for statistics that enhance better describe reality and avoid unwanted biases,
gender knowledge might be instigated by statisticians are continuously pushed to improve
someone who opposes change, and is asking for definitions and data collection methods.
more evidence as a delaying tactic. Box 2.2 on developing statistics on employment
in India describes how the efforts of advocates to
2.4 Gender statistics to inform improve data on poor working women resulted in
general public better data not only on these women, but also on
most employed women and men in India.
In parallel to informing policy-makers, the role of
In the process of making official statistics more
the NSO is to inform other actors that the new data
gender-sensitive, national statistical offices have the
exists and is readily available. Researchers,
possibility to improve by:
analysts, NGOs and the media represent
fundamental data users, who will contribute, in • starting new data collections (for example
different ways, to informing the general public surveys on time use or on violence against
about the respective roles of women and men in women)
society. • reviewing definitions
• improving data collection (wording of questions,
sample designs, interviewer effect)
• improving presentation and dissemination of
results.
Box 2.2
2.2: Developing statistics on employment
employment in India
Since the mid-1980s, the Self authorities of the importance of in the planning of surveys, and
Employed Women’s Association of these workers and to negotiate their followed carefully decisions on data
India (SEWA) has worked tirelessly to coverage by welfare funds. SEWA also collection efforts that related to their
promote the development of the used statistics to support passage of members. These efforts have secured
Government of India’s statistics on the 1996 ILO Homework Convention improvements in the livelihood of
informal employment. SEWA- and to stimulate efforts in India and low-income workers. Another result
particularly its founder Ela Bhatt and more broadly in Southeast Asia to which is important to the field of
its national coordinator Renana improve the conditions of home- statistics is that India is now a leading
Jhabvala - recognized the power of workers. The results of these efforts country in the development of
statistics to advocate the cause of also included the overall improvement statistics on informal employment.
its workers and to inform policies in national labour force data. This achievement owes a lot to the
and programs to improve their close collaboration of the national
situation. As Ela Bhatt put it: “…the SEWA has not restricted itself to statistical services with groups such
employers used to say: ‘Who are small research studies but has taken as SEWA. The impact of these efforts
homeworkers? How many are there? an active role in shaping national on statistics goes beyond improving
Where are they? They are not there.’ statistical policy. It has lobbied the data on women in informal
And they used to make fun of us – to Government of India to set up employment. As over 90 per cent of
ridicule us”. SEWA recognized that commissions to study the problems the country’s workers are in
by collecting data on specific of self-employed women, participated informal employment, a result has
categories of homeworkers - bidi actively in the commissions once been the improvement of data on
rollers and then incense workers – formed, collaborated with partners the total labour force.
they were able to convince to do research studies, participated
Phases and sub-processes of the Generic Statistical Business Process Model (GSBPM)
The “Generic Statistical Business It also provides a framework for the set of business processes needed
Process Model” (GSBPM) was process quality assessment within to produce official statistics. The
developed by the joint UNECE statistical organizations. It is model encompasses nine phases of
/Eurostat/OECD working group on intended to be relevant to all the statistical business process, each
Statistical Metadata (METIS). It builds statistical production activities broken down into a number of sub-
on models developed by Statistics regardless of data sources (surveys, processes, as well as two over-arching
New Zealand and others. The model administrative records, data processes: quality management and
was initially developed to provide integration etc.). The model should metadata management. For more
standard terminology when statistical not be seen as a rigid framework, to information, see
organizations are discussing the be followed step-by-step, but as a www.unece.org/stats/gsbpm.
production of statistics. flexible tool to describe and define
jointly by the United Nations Economic Fund’s Data Quality Assessment Framework10
Commission for Europe, Eurostat and OECD and the Organization for Co-operation and
(see Box 3.1). Development’s Quality Framework and
Assuring data quality Guidelines for OECD Statistical Activities
(OECD, 2003a). Linked with the European
As data are the main product of a national
Statistics Code of Practice, Eurostat has
statistical organization, data quality is of central
published ESS Standard for quality reports that
concern. At the time of writing, the United
includes templates for summarising the quality of
Nations Statistical Division is in the process of
statistical outputs (Eurostat, 2009)11.
developing a generic national quality assurance
framework for official statistics (UNSD, 2010).
Other international quality frameworks for 10
http://dsbb.imf.org/Applications/web/dqrs/dqrsdqaf/
statistics include the International Monetary
11
http://epp.eurostat.ec.europa.eu/portal/page/portal/ver-
1/quality/documents/ESQR_FINAL.pdf
Once the data needs have been identified, both paid and unpaid productive activities. Such
statistical producers need to evaluate existing data can be obtained in various ways, such as
sources in order to assess the extent to which through supplementary question modules
these sources meet those needs and to keep attached to Labour Force Surveys or through
response burden to a minimum. Some of the data Time Use Surveys.
may be periodically collected by the national
What concepts are measured, using what collection
statistical system; some data may be available but
instrument and how accurately, ultimately
they may not adequately reflect gender differences
depends on the national survey programme, the
or they may contain biases; and some data may
resources at its disposal, and the user priorities
not be collected at all. This scrutiny of available
that drive it in each country. More accurate
data may reveal gaps that can be addressed by
measures of some gender-relevant concepts may
modifying concepts, definitions or methods used
be possible from household sample surveys than
in existing collections. In other cases, a new
from Population Censuses in some countries,
collection activity may be required. For example,
because more effort can be given to interviewer
gaps have been identified in the measurement of
training on gender issues and more questionnaire
the reconciliation between work and family life.
content can be devoted to obtaining the details
Eurostat responded by introducing a special
required for definitional precision.
module on this aspect in the 2005 Labour Force
Survey. Standard frameworks
Workshops, seminars and user advisory groups In the planning stage of a collection, the data items
can be valuable mechanisms for exploring the to be obtained should be clearly defined according
need for gender-relevant information, sharing to the relevant standards and classifications. The
experiences concerning the usefulness of existing use of standard frameworks for collecting and
data, and developing ideas to address data gaps. presenting the data enhances their usefulness and
comparability. For example, in surveys of
businesses and households, information about
3.2.3 Concepts, definitions and female and male employees may need to be
classifications classified by industry, occupation or region. If
this is done using standard classifications, the
Concepts and definitions
information can be compared over time and
At the core of any collection are the concepts to across collections.
be measured and the definitions relating to these
concepts. For purposes of producing gender By making use of standard concepts and data items,
statistics and analyzing gender concerns, the it may also be possible to integrate data from
concepts and definitions must be appropriate for different sources and organizations. Some standards
gauging the experiences of both women and men have been developed with this as a key objective.
and for understanding differences in their economic This integration can improve the comparability
and social circumstances. and relevance of the data and reduce duplication of
data collection. It is particularly important for gender
While conventional concepts may be well-suited statistics reports and analysis, where data may
to certain types of analysis, they may have cover a wide range of topics and be drawn from
shortcomings for gender studies. In such cases, many different sources.
consideration should be given to the feasibility of
developing supplementary measures based on International standards and guidelines
alternative or extended concepts that offer richer There are a wide range of international standards
gender insights. and guidelines that are relevant to the production
of gender statistics. These can help to improve the
For example, measures of employment based on
conventional labour force definitions may be key conceptual base, design and implementation of
indicators of economic activity in a country, but collections as well as the international comparability
provide only partial information about gender of results. They cover aspects such as definitions
contributions to economic production in its and classifications, data collection methods,
broadest sense because large amounts of unpaid question modules, estimation techniques, etc.
work are excluded. In many countries, broader For example, internationally agreed concepts and
measures of work are produced periodically by definitions have been elaborated by experts in a
collecting more comprehensive data covering range of fields – including national accounts,
couples attributable to the female partners’ differences in household size and composition. In
personal income. the case of household-level data, problems can
arise if collection instruments use the concept of
Unit issues relevant to gender statistics ‘head of household’ or if they obtain insufficient
The unit for which data is collected affects the information to describe adequately the range of
type of measures that can be produced and the relationships that exist between household members.
type of analysis that can be undertaken. In the Deficiencies in the collection of relationship data
case of person-level data, particular care is needed can adversely affect the identification of different
in analyzing the personal income, expenditure types of households and families, as well as the
and wealth of women and men as some sharing derivation of household and family status for
of resources normally occurs between members individual members. These issues and ways of
of the same household and the nature of this handling them are further discussed in Box 3.2
sharing is affected by differences in household below. Box 3.3 provides a country example,
size and composition. For this reason, analysis of showing how Ireland improved its collection of
the distribution of resources is often based on relationship information in its 2006 Population
measures of household income, expenditure and Census.
wealth adjusted or equivalized to take account of
Box 3.2: Issues involved in household
ousehold-
ehold-level data collection instruments
Reference Person Approach required result. Often it is the problems with this type of
Many household instruments use the poorer and more marginalized comparison. Some relate to the
concept of ‘household reference households that tend to be bigger conceptual problem of identifying
person’. The relationship of each and have more extended shapes. and defining the reference person.
household member to this person is Migrant households, too, often do Others relate to the assumption of
recorded and the information is then not follow the ‘standard’ nuclear homogeneity – that the situation of
used to derive household and family model. The ‘household reference the reference person will be reflected
types of interest. person’ approach therefore involves a in some way in the situation of other
In the past, the ‘head’ of the risk of some misunderstanding about household members.
household was generally used as the the situation of those who are Analysis that uses the ‘household
reference person and in some neediest. reference person’ concept in this
countries this is still the case. Relationship Matrix approach way confuses a tool to facilitate
However, this concept of a A more accurate method for data collection with an idea that has
household ‘head’ is no longer mapping household structures is to socio-economic meaning. Analysts
considered appropriate in many use a matrix which asks for the may assume the person is the main
countries (UNECE 2006a). The concept relationship of each household breadwinner, or the main decision-
is difficult to define, particularly member to every other member. maker. In reality, who is selected as
when gender issues are considered, This is the approach recommended the reference person may more often
and has little relevance in many by the Conference of European be a function of status within the
current household situations. This Statisticians (CES) for the 2010 household and society determined
problem can be compounded if the Population Census (UNECE 2006b). by other factors such as sex and age.
concept is used but collection The CES report observes that some In some cases, a largely absent
instruments and training do not countries have had good experience member may be named as the
indicate how the head is to be with using the matrix approach in reference person. Comparisons of
identified. In some cases a their censuses, while others have households on the basis of such
replacement concept called ‘the noted problems with it due to its variably-defined entities may be
householder’ has been introduced, complicated character. For example, virtually meaningless.
defined as the person in whose name the matrix may take considerable Households can be categorized in
the household dwelling is registered. time to complete, especially for much more useful ways than by the
This approach is more objective than larger households. For countries sex of the household head or
household head and may relate in where the matrix approach is not reference person. For example, the
some ways to power relationships in feasible, the CES recommends that CES recommendations for the 2010
the household. the ‘household reference person’ Population Censuses classify them
Different forms of questioning are approach be used and it provides into one-person households and
used by countries to capture some guidance on how this person multi-person households (UNECE
relationship details, and various might be selected. 2006b). These households can be
criteria and procedures are used to Comparison of Household Types further dissected in various ways to
select the reference person. The The reference person approach is indicate their composition and gender
criteria generally focus on selecting also sometimes used in comparisons characteristics (e.g. single female or
an adult member of the household of households. For example, analysis male household, lone mother or
that will facilitate the mapping of might be done to compare father household, couple household
household structures. When carefully households where the reference with or without children, jobless
chosen, this approach can give persons are female with those where households, one or dual income
accurate information for most house- they are male, or where they are earner households, etc). Of particular
hold and family types. However, more or less educated, in different importance from a gender perspective
there are some cases, such as occupations, or belong to different is distinguishing between households
multiple family households or multi- age groups. There are many where children are present and
generational households, where the those where they are not.
approach will not always give the
Box 3.3: Improving the collection of household relationship data in Ireland’s Population Census
are selected from the target population for a results from the full collection. Outcomes from
collection. They can be used early in the the tests can also be used to estimate likely
development of a collection to investigate how response rates as well as sample error, sample
women and men understand particular concepts, sizes and population variability.
to explore the appropriateness of those concepts
Box 3.5 uses a national survey conducted in the
to their different experiences, to test possible
United States to illustrate the way gender-related
definitions of terms, and to help in determining
objectives can influence sample and questionnaire
the language to be used in the questionnaire.
design, and the value of focus groups and cognitive
Feedback from these groups can assist collection
interviews in developing questions on gender-
designers in developing questions that will work
related topics.
effectively and minimize gender bias.
A special case: the importance of question
In addition to focus groups, a number of other
wording in measuring women’s work
techniques can be used to formulate questions
that minimize bias. For example, once a draft A particular area where country experience has
question has been written, trained methodologists shown that question wording can make a
can conduct cognitive interviews, or pre-tests, significant difference is in measurement of labour
with a variety of potential respondents to gauge force participation by women and men. In many
their understanding of the question, the ease or countries, this effort has reflected concerns about
difficulty with which it can be answered, and the underestimation of women’s participation in
likely range of answers. If men and women economic activity. Such underestimation may
perceive a question to have different meaning, it arise, for example, where questions in censuses
may be possible to revise the question to be more or sample surveys do not adequately capture
consistently interpreted. Alternatively, depending information about the work of women on the
on the survey objectives, one might write different family farm or in home based activities (see
questions or use different examples for male and section 4.3 on unpaid work).
female respondents. Various techniques have been used by countries
Pilot tests, or field tests, of draft questionnaires to make labour force questions in different types
are further tools for ensuring the appropriateness of collections more gender-relevant. One approach
of the data collection method. This type of testing is to modify the wording of questions and/or
involves interviews in a field context with a include some extra questions to ensure all the
sizeable number of people from the target activities of interest are reported. For example, in
population. It allows problems to be identified the context of household sample surveys, many
and corrected prior to the full collection being countries have supplemented conventional labour
conducted. In some cases, data collected in the force questions relating primarily to paid work
tests may provide useful preliminary indicators of with questions relating to unpaid work.
Another approach is to use a list to identify Boxes 3.7 and 3.8 provide two country examples
activities that qualify as economic activity but, of the way questionnaire design has been used to
from the perspective of the respondent, might not improve the measurement of women’s work. The
be considered such. For interview-based first example shows how the United States
collections, this might involve the interviewer changed question wording to improve the
reading out a list of specific activities to ascertain measurement of women workers in its Current
whether the respondent engaged in any of them Population Survey. The second example shows
for pay, profit or family gain during the reference how Pakistan has incorporated an activity list into
period. Alternatively, the activity list might be its Labour Force Survey questionnaire, resulting
built into the questionnaire by asking about each in much improved measures of female labour
activity in turn. force participation.
Box 3.6 provides further background concerning Box 3.9 shows how Guatemala used a separate
the issues involved in measuring women’s work study, in combination with its agricultural census,
and highlights the main factors underlying the to make women’s work in agricultural production
data capture problem. more visible.
The work of women and their if they are in areas that are less (iii) Limitations of data sources and
contribution to the national economy regulated. Such jobs are likely to be methods
tends to be subject to more under- less well documented and
reporting and misrepresentation than differentiated from each other. For Costs and other limitations associated
the work and contribution of men. example, jobs in those parts of the with data gathering practices also
Labour force statistics often exclude service sector where the proportions affect the measures that are produced.
some types of work in which women of female workers are often higher These limitations vary depending on
are more highly represented. There may be less regulated than those in the source. For example, household
are three main factors contributing other parts of this sector or in other sample surveys may exclude people
to this. sectors such as manufacturing. living in the more remote areas or in
group facilities and business surveys
(i) Difficulties in identifying or (ii) Lower priority given to measuring may exclude certain activities or very
describing certain types of work certain types of work small establishments. In developing
countries, the exclusion of holdings
Jobs that are difficult to identify and The aspects of work that are high- without land, or with very little land,
describe may be held by women more lighted or suppressed when collecting from agricultural censuses and
often than men. Such jobs may labour force data depend on the surveys can obscure the important
involve no cash remuneration. The priorities underlying the measurement contribution made by women to
work may be irregular, or organised instrument. In many countries, there agricultural work.
on an informal basis. The work may are regular Labour Force Surveys
also be undertaken intermittently whose primary purpose is to provide Whatever source is used, the
with household chores close to or at timely indicators of labour market characteristics to be measured have
the person’s home. (See chapter 4 trends for use in economic policy to be grouped into categories which
section 2 on informal employment.) decision-making and in labour market highlight certain aspects while
negotiations. For these purposes, the suppressing others. As it is not possible
Work of this kind may be hard to to measure the continuum of work
identify through business surveys if the focus is mostly on market-oriented
work and its economic value (e.g., situations in the labour market,
jobs concerned are not covered by a categories like the ‘employed’, the
country’s legislative or regulatory work activities that are remunerated
in cash or that are geared towards ‘unemployed’ and the ‘economically
framework, or if the businesses or inactive’ need to be created using a
other bodies for whom the work is selling goods and services for money).
The value added of household work limited set of criteria. Similarly, it is
done are not registered. Such work impossible to measure all the
may also be hard to identify through that is mainly geared towards
producing goods and services that will characteristics of each job on every
household surveys if those doing it do occasion, and so certain
not consider themselves to have a be consumed by households tends to
be of less interest in this context. characteristics are given precedence
job. In both types of surveys, the over others. For example, details of a
jobs involved can be hard to describe Consequently, capturing such work as
part of these surveys may be person’s occupation, status in
if they are not based on standard employment and earnings from
work methods and practices. considered low priority and other
data collection instruments may be employment are often collected with
Even jobs that involve stable, paid unavailable for this purpose. (See greater frequency than their place of
employment may be hard to describe chapter 4 section 3 on unpaid work.) work, working conditions, barriers to
work and unpaid voluntary work.
Box 3.7: Improving the measurement of women workers in the United States of America’s
Current Population Survey
In the Current Population Survey women, as it focused on respondents’ which examined gender bias as well
conducted monthly in the United main activities. It read, “What were as other issues, led to a change in
States, the definition of employment you doing most of last week – the question. It now reads, “Last
is intended to capture persons who working, keeping house, or week, did you do any work for pay or
worked at least 1 hour during the something else?” For women who profit?” Following the redesign, the
survey reference week (among others). primarily kept house but also did survey found an increase in the
Prior to 1994, however, the opening some paid work, this question appears number of workers, primarily
question to gauge the economically to have led to some underreporting women, who usually worked fewer
active population probably did so of work. A redesign of the survey, than 10 hours per week.
more effectively for men than for
Source: United States Census Bureau and Bureau of Labour Statistics (2007b)
Box 3.8: Improving the measurement of female labour force participation in Pakistan’s Labour Force Survey
In Pakistan’s Labour Force Survey, also asked to separate the hours The use of the list more than doubled
an activity list was added to the between activities performed for the number of women classified as
employment questionnaire to better their own family and those performed economically active, resulting in a
account for people engaged in for other people for cash or payment significant increase in the labour force
informal and unregulated work. This in kind. Only when specifically asked participation rate of women in Pakistan.
list covered work activities that the about these activities were many of In contrast, there was no change in
persons who performed them tended the participants revealed as workers. the participation rate for men.
to disregard as work.
The list covered 14 types of activities.
Labour Force Participation Rates in Pakistan, 2005-06
For example, it included: agricultural
operations (e.g. ploughing, sowing,
transplanting rice, weeding field etc.); Activity Rate with Activity Rate with
food processing (e.g. milling, Standard Questions Activity List
grinding, drying seeds etc.);
construction work (e.g. mud plaster Total 46.0 57.0
of roof and walls of house, repair of
boundary walls, etc.); clothes
making (e.g. sewing pieces of cloth,
Men 72.0 72.0
knitting, weaving, etc.); and
shopping and marketing. Women 18.9 41.1
Respondents were asked whether,
during the last week, they helped or
worked in each of these listed
Source: UNECE 2008b
activities and, if so, for how many
hours. For some activities they were
Box 3.9: Improving the visibility of women’s work in Guatemala’s agricultural sector
In Guatemala, backyard farming is alongside the 2003 National predominant (79%). These findings
an important activity for family self- Agricultural Census. The results from were important in raising the
sufficiency and is carried out within the Census showed that male visibility of women’s contribution to
the area that includes the house. To agricultural holders predominated agricultural production and household
investigate this activity, a Backyard (92%), whereas in the Backyard food security, as well as contributing
Holdings Survey was undertaken Holdings Survey female holders were to future data collection efforts.
3.2.6 Selection and training of carefully evaluated and verified during selection.
enumerators Aside from the skills and motivation needed for
the job, sometimes the sex, age or ethnic
Skilled enumerators are another extremely affiliation of the enumerator may be important.
important factor in producing unbiased statistics. In victimization surveys, for example, it is thought
The essential features of an enumerator need to be that female interviewers improve the disclosure
of sensitive events such as sexual assault, 3.2.7. Data collection and processing
regardless of the gender of the respondent.
Collection mode
On the other hand, in countries where sexual The success of a collection will depend to a large
discrimination is more prominent, a female extent on the suitability of the collection
interviewer may have additional difficulty in methodology. There is wide variation across
obtaining an interview (UNECE-UNODC 2008). countries in effective modes of data collection.
Before passing to the data collection and These modes include collection of data by
processing phase, enumerators need to be well- telephone, mail, face-to-face interview, self-
trained to carry out effectively and rigorously compilation, and the web, as well as in various
their role in collecting and processing data. For types of administrative settings. Computer-Assisted
example, interviewers and their supervisors need Telephone Interviewing (CATI) or Computer-
to understand the purposes of the collection, the Assisted Personal Interviewing (CAPI) in the
concepts and definitions used, the questions case of face-to-face surveys are sometimes used
included on the collection instrument, the instead of compiling printed questionnaires.
procedures to be followed, and communication A number of factors play a role in the choice of
techniques for engaging with respondents to collection mode. Social norms, technological
obtain their cooperation. infrastructure and costs are particularly important
Training programs and manuals are important in and may limit the choices. Collection characteristics
developing the requisite understanding, skills and also play a role, such as the type of data needed
motivation, and in ensuring that all enumerators to meet the primary objectives, the complexity
use a standard approach. Lack of uniformity can and sensitivity of the topics to be covered, the
be a source of bias. These programs should nature of the questions, and privacy and
provide instructions and guidance on how to confidentiality concerns. Other significant factors
undertake all phases of a data collection and give include the impact on response rates; respondent
contextual information about the collection and preferences; the location of respondents; the
its objectives. It can also be helpful to provide nature of the sampling frame; and the
examples of the uses made of data from previous characteristics of the target population. For
collection cycles. example, in some countries it may not be
possible to obtain a representative sample using
To obtain gender-relevant information, telephone surveys, which are generally based on
enumerators need to be particularly aware of a sampling frame of landline phone users.
gender issues, including the differing ways Households having only a mobile phone are
females and males might respond to a topic or increasing, and these may differ from other
particular forms of questioning. For sensitive households producing bias in the results (e.g.
topics, such as domestic violence or mental health, there may be a higher proportion of young,
they need to be aware of the different types of single-person households, living in rented
personal situations that respondents may have apartments, among those without a fixed line).
experienced and be able to manage their own
reactions when seeking details of these situations. Possible gender effects should also be considered.
Different collection modes may affect, or be
Training in techniques to deal with difficult or perceived by, men and women differently. If a
emotional interviews can help to ensure particular method works better for either women
enumerators react professionally and appropriately or men, or affects their response rates differently,
in all circumstances, controlling their own it could lead to biased gender measures.
emotions. Such training might be backed up by
the establishment of support networks to assist In interview-based collections, measurement bias
enumerators in coping with the stresses that arise can also occur if communication and understanding
while working on sensitive topics. Such networks between interviewers and interviewees are
might include access to counsellors, other influenced by personal or cultural characteristics.
enumerators, office contacts and voluntary The age, sex, appearance or manner of the
emotional debriefing sessions at the end of interviewer may affect the answers obtained in
enumeration. Training should be on-going and different ways. In some cases, shared characteristics
the enumerators’ activity should be monitored may have a positive impact on response, while in
throughout the survey. other cases they may have a negative impact.
This possibility needs to be considered and,
where appropriate, action taken to minimize the as imputing hours of work or earnings from all
data quality risk. workers rather than from men or women with
similar relevant characteristics.
Box 3.10 provides an example of a face-to-face
survey – Australia’s 2005 Personal Safety Survey While a ‘not stated’ code may be allocated for
– where field tests and other research suggested some item non-response, this is not usually done
that the gender of the interviewer might have a for core variables such as sex and age which are
different effect on responses by females and frequently cross-classified with other
males to certain types of highly personal characteristics of people. For example, the
questions. It illustrates how this risk was recommendations of the Conference of European
managed to avoid the problem arising when the Statisticians for the 2010 Population Censuses
full survey was conducted. Box 3.11 describes specify that sex and age should be derived if they
the efforts made in Belgium to avoid gender bias are missing or incomplete (UNECE 2006b).
in their survey operations.
Weighting and benchmarking
Editing and imputation Weighting is the process of adjusting results
Many statistical agencies use editing and from a sample survey to infer results for the total
imputation techniques to address item non- population. It involves attaching weights to each
response when processing questionnaires. sample unit to indicate how many population
units (e.g. households or persons) are represented
These techniques often assign a value to a
by the sample unit. These weights are calibrated
missing response using an algorithm. For
against population benchmarks to ensure that
example, if a respondent does not provide an
survey estimates conform to the independently
answer concerning a particular characteristic, an
estimated distribution of the population by age,
answer may be assigned based on his or her other
sex, area of usual residence etc., rather than the
responses or the responses of others in the same
distribution within the sample itself. Calibration
or similar households.
to population benchmarks helps to compensate
In the case of imputation, a “donor” record may for over- or under-enumeration of particular
be identified based on a pre-determined set of categories of persons due to either the random
characteristics similar to those of the respondent. nature of sampling or non-response.
Missing values in the original record are then
As response rates often vary across demographic
replaced with values borrowed from the donor
groups, these estimation techniques ensure each
record. For example, a missing earnings value
group is correctly represented in the estimates
may be replaced with an earnings value from a
generated for the total population.
donor with similar sex, age, occupational and
educational characteristics. Analysts defining For example, as women tend to respond to
imputation algorithms should pay attention to surveys more frequently than men do, weights
places where gender bias could be created, such tend to be larger for men than women.
Box 3.10: Managing interviewer effects: Australia’s 2005 Personal Safety Survey
Interviewers for Australia’s 2006 indicated that both men and women and more experienced interviewers
Personal Safety Survey (PSS) were were more inclined to communicate were recruited to work on the PSS.
chosen from a panel of the sensitive information to a female, than Interviewers were provided with an
Australian Bureau of Statistics (ABS) to a male, and feel more comfortable information paper which explained
interviewers used for household doing so. Based on this, female the content of the survey and some
surveys and included some interviewers from the ABS panel of of the challenges they might
interviewers who had worked on the household survey interviewers were encounter. Based on this,
previous survey on this topic, the used. Respondents were given the interviewers then decided whether
1996 Women’s Safety Survey (WSS). option of a male interviewer upon they wanted to work on the survey.
Expert advice, evidence and request. Wherever possible, senior
experience gained from the WSS and
Source: ABS 2006c and 2006d. http://www.abs.gov.au/
findings from the PSS field tests
Box 3.11: Actions to reduce error from gender bias in Belgian survey operations
and only by encoding these
In Belgium, an effort is made to characteristics of the interviewer in Bias can also come in through the
avoid gender bias by raising a global database is it possible to mode of contact. For example, in
awareness and instructing and analyse outcomes - age and/or Belgian telephone interviews
training interviewers to adhere ethnicity can influence response. middle-aged women are easier to
strictly to standardised questions. contact than middle-aged men or
Even so, the wording of a question In a survey on migrants, care was younger adults, because they are
can be adapted to sex using taken to match interviewers and more likely to be at home. For the
computer assisted personal respondents. Muslim women were same reason, face-to-face interviews
interviewing (CAPI). Characteristics only contacted by female reach more single women than single
of the interviewer can also influence interviewers. men.
the response
Box 3.12: Conference of European Statisticians’ Census questions should be improved to contain
recommendations for the 2010 Censuses of more gender-relevant concepts, as has been
Population and Housing discussed in the section on survey design.
New content may be required in some cases to
provide additional gender insights, for example
by including questions which will enable the
correct identification of subpopulation groups
and minority status. In adding new questions to
the census, care should be taken to ensure that
overall data quality is not compromised (e.g. due
to respondents perceiving the questionnaire as
too long or intrusive) and that costs do not
become prohibitive. This might require some
trade-offs, such as cuts to existing questions.
Alternatively, it might be possible to include
In view of the 2010 round of population and housing
censuses, the Conference of European Statisticians (CES) additional responses in existing census questions
adopted a set of recommendations. The CES with limited additional cost or respondent
Recommendations provide guidance for countries in burden. In many situations, it might be more cost
determining their core and non-core topic content, effective to include the new questions in a
data item definitions, classifications, question wording and
collection methodology. The CES Recommendations can
household sample survey and limit the census to
be downloaded on the UNECE website at: basic benchmark information.
www.unece.org/stats/census To reduce respondent burden, censuses are
Population censuses are a rich source of becoming at least partly register-based in several
information for examining differences between countries. The impact of such change on gender
females and males across many dimensions of life. statistics should be monitored and evaluated,
They can also be used to study particular since register-based data may misrepresent
population subgroups from a gender perspective, reality to some extent and differently for women
such as elderly women and men or those living in and for men. For example, among irregular
rural areas, and to analyze gender issues at the immigrant workers who have not taken up legal
local community level. Statistics can be produced residence in a country (and therefore are not
according to specific household types and family included in the registers) there may be more men
composition. than women in some countries. Dissemination of
census data is often an area where improvements
How can this source be improved to provide can be made. Products based on censuses
more gender-relevant data? generally present data at the territorial level but
The planning process for the 2010 round of without a gender perspective. Not only should
population censuses provides opportunities for data be timely, but key findings on gender-
countries to review past practices to ensure that a related issues should be presented in a way that
gender perspective is incorporated in all aspects policy makers find easy to understand and
of the methodology and at all stages of the translate into government policy. The Central
statistical process (see Box 3.12). Statistical Office of Ireland for example
produced a publication utilizing the data from the
It is critically important to obtain wide community 2006 census to analyze disparities related to
support for the census to ensure high response gender and other factors such as sexual
rates and accurate reporting. Many countries orientation, family status, age and disability
conduct major public relations campaigns around (CSO 2007). Options for improving the
the time of the census to increase public awareness accessibility of sex-disaggregated data should
of the importance of the collection and everyone’s also be considered. For example, better electronic
role in making it a success. Such campaigns can access to microdata might encourage researchers
contribute to much better reporting of some to make greater use of the data in their gender
gender-sensitive data. The process of raising analysis.
awareness of the census and its uses, including
Box 3.13 provides some experiences from Nepal
gender-related uses, should be a long-term and
and India showing how they improved their 2001
continuous pursuit.
Population Censuses from a gender perspective, surveys have a multi-purpose focus and cover
resulting in better statistics for gender-sensitive many discrete topics. Some have a more general
policy formulation and program planning. social focus and cover a range of topics with the
aim of exploring the relationships between them
and analyzing cross-cutting issues such as
3.3.3 Population-based sample multiple disadvantages. Others focus primarily
surveys on a particular topic, such as labour force
Why is this source important for gender participation, education, health, disability, crime
statistics? and safety, social capital or time use. Some may
Population-based sample surveys collect be specially designed to provide statistics about a
information directly from individuals and can particular population group, such as indigenous
cover a very wide range of topics in some depth. peoples or migrants.
The data collected invariably includes sex and Statistics produced from these surveys are
age of each individual in the sample. Some generally a key part of a national statistical
Box 3.13: How to make Population Censuses more gender-relevant: some experiences from the 2001
census in Nepal and India
Nepal In Nepal, the major impacts of the 2001 census engendering process were:
• Several concepts, including household, work and extended economic activities were
redefined so that they were more gender sensitive.
• New questions were included, e.g. to identify households with at least one female member
with ownership in house, land, and/or livestock.
• Answer categories for several other questions were modified or enlarged (e.g. marital
status).
• Census data were analyzed from a gender perspective (e.g., all the individual information
collected in the census was disaggregated by sex and the results were published).
• Occupation and industry classifications were developed and prepared to suit the Nepalese
situation (e.g. some of the extended economic activities typically done by Nepali women).
These changes, together with a massive awareness-raising of respondents, contributed to a
general improvement in gender-sensitive data from the census. Increases in female literacy rates
and female labour force participation rates were indicative of the improvements. Also, for the
first time, data on polygamy and remarriage became available, providing additional information
on the marital statuses prevailing in society. As expected, the new data showed that men were
more likely than women to remarry, and three times more likely than women to have multiple
spouses.
The 2001 census findings on marital status showed that, by adding one or two categories to an
existing census question, it was possible to obtain more gender-sensitive data without adding a
substantial burden of cost.
India Between the 1991 and 2001 Indian censuses, special efforts were made to improve the
enumeration of females.
Nationally there was an improvement in the sex ratio of the adult population in 2001, but the
child sex ratio in the 0-6 age group showed a substantial decline, revealing a grim picture of the
girl child in some areas of India. This finding was picked up by the media, sparking a major
campaign (‘Save the Girl Child’) to control and monitor female foeticide. A number of remedial
measures were introduced at national and state levels as a result of this finding.
In the case of female work, the 2001 data showed an upward trend in the female participation
rate, both nationally and in many states where the rate was previously very low. The data also
showed a significant increase in the number of female marginal workers, suggesting
considerable improvement in capturing data on this topic in the 2001 census.
Source: Engendering Population Census in South and West Asia (UNFPA, 2004)
program and complement those produced from during the life-cycle, and differences in outcomes
Population Censuses. They provide important within and across population groups.
measures of various aspects of people’s
The gender information they provide informs
wellbeing, including trends over time, transitions
many areas of social and economic concern. It is
widely used in economic and social policy these surveys in those areas where gender
formulation and monitoring; planning and disparities are higher. Some countries have found
evaluating government service provision; and this to be a cost effective way of obtaining data
research into social and economic conditions and on issues that policymakers have placed high on
progress. the national agenda. For example, many countries
conduct regular Labour Force Surveys to
Surveys may be conducted on a regular basis, or
measure levels and trends in employment,
may be less frequent or one-off. They may be
unemployment and labour force participation. As
cross-sectional, providing ‘snapshots’ of the
sex and age are among the core demographic
population and their lives at a particular time, or
variables in these surveys, the inclusion of
longitudinal, following the same group of
additional modules can add considerable value to
individuals over time thereby shedding light on
the gender perspectives available without
the dynamic nature of many aspects of life,
impacting on the primary use of the data.
including pathways and causal factors. Both
types of surveys can be complementary and both Box 3.14 provides an example showing how
can provide valuable gender perspectives. Australia improved the gender-relevance of its
2005 Personal Safety Survey and how it is
The main type of population-based survey is the
addressing inconsistencies between its survey-
household survey, which collects information on
based measures of violence. Box 3.15 illustrates
people living in private households. Collection
one way in which countries have used the Labour
methods typically involve personal interviews
Force Survey to obtain data on additional topics.
that obtain information about the household in
which the individual lives as well as about the
individual. These interviews may be conducted 3.3.4 Business surveys
either face-to-face or by telephone, and with or
Why is this source important for gender
without computer assistance. In some cases self-
statistics?
completion questionnaires are also used to obtain
data (e.g. on particularly sensitive gender-related Business (or enterprise) surveys refer to statistical
topics, or on topics requiring detailed diary collections about businesses and other organizations
records). engaged in economic activity.
How can this source be improved to provide more These collections include censuses and sample
gender-relevant data? surveys relating to particular industries or activities
(e.g. manufacturing, agriculture, services, etc.) as
While population-based sample surveys allow well as economy-wide surveys (e.g. covering
considerable control over the type and quality of employers, small businesses, etc). The frames for
data collected, obtaining reliable gender-relevant these surveys are generally created from a
information can be difficult in some fields. In business register that records a certain amount of
some cases, the data needed for gender analysis information about each entity. Both the surveys
may be collected on an ad hoc basis only. and registers can provide gender-relevant
Where there are significant data gaps, a review of information if sex-disaggregated data are
the content of existing surveys may be collected for the individuals engaged in the entity
appropriate to ascertain whether these can be (managers, owners and employees). The extent to
addressed through those surveys (see, for which this occurs varies across countries and
example ABS 2007b). It may be possible to collections, generally reflecting user priorities
increase the amount of gender-relevant and the availability of such data from business
information by adding short question modules to records.
Box 3.14
3.14: Improving the usefulness of survey data on violence in Australia
The 2005 Personal Safety Survey one in 10 men (11%) reported data collection methods and
conducted by the Australian Bureau experiencing violence in the 12 differences in the concepts and
of Statistics collected information months prior to the survey; definitions used to measure
about experiences of physical and • since the age of 15, 40% of violence. Even where the same,
sexual violence, as well as abuse, women and 50% of men reported there were some significant
harassment and people’s feelings experiencing at least one differences in the measures
of safety within the home and the incident of violence; produced due to methodological
community. This was the first and procedural factors, context
• in relation to sexual violence,
national survey on this topic that effects and question wording.
1.6% of women and 0.6% of
obtained information about both
men experienced this type of An interagency review was
women’s and men’s experiences.
violence in the 12 months prior undertaken to determine the best
The previous survey on this topic,
to the survey, with the most survey method for meeting user
in 1996, collected information only
likely perpetrators being family needs for crime victimization and
on the experiences of women.
members or friends (39% for related data in the future. It
The results of the 2005 survey women and 44% for men). examined the differences in
enabled gender differences to be While every effort was taken to methods and frequencies of data
analyzed for the first time. For ensure that the 2005 survey data collection and developed a
example, the survey found that: for women was comparable with preferred survey model which
• most Australian adults (95% of those collected in the 1996 survey, should produce better integrated
men and 83% of women) felt comparisons could not be readily and more useful data. The new
safe at home after dark; made because of differences in model is now being implemented.
• about one in 20 women (5.8%) and Source: ABS 2006c, 2006d
Box 3.15
3.15: Attaching additional modules to Eurostat’s Labour Force Survey
The 2005 Eurostat Labour Force participate in the labour force as • to estimate how far leave of
Survey included an ad hoc module on they would wish, and where they absence is taken, such as parental
reconciliation between work and are unable to do so, whether the leave to care for children.
family life to meet a number of policy reasons are connected with a The module was designed to collect
needs in this area. Taking into account lack of suitable care services for data from everyone aged 15-64 years
these needs and the constraint of 11 children and dependent persons; in the households selected in the
variables for the module, the aims of • to analyze the degree of flexibility survey sample. Sex and age
the module were: offered at work in terms of disaggregations were available from
• to establish how far persons reconciliation with family life; and the survey’s core variables.
From the perspective of producing gender of their earnings (e.g. ordinary time or
statistics, business surveys can provide very overtime); and differences in the way their
valuable information about female and male pay is set and the extent to which this is
workers, including the types of jobs they hold, associated with differing pay outcomes.
their working conditions, and their different • Entrepreneurs: female and male participation
contributions to economic activity. They can also rates in entrepreneurial activity; motivation
provide information about female and male for start-up of small businesses by gender;
entrepreneurs and small business owners or start up difficulties by gender; and the
managers, including the types of businesses they employment and turnover of these businesses.
operate and the success of these businesses.
• Agricultural holders: the differing proportions
Examples of the types of statistics that can be of women and men who are responsible for
produced from these sources are shown below. agricultural holdings; the types and sizes of
• Workers: numbers, average weekly hours and their holdings; and the location and value of
earnings of males and females in different production of their holdings.
industries and occupations; differences in
hours and earnings between full-time and Data of this kind can be used together with data
part-time male and female workers; differences on related topics gathered from household surveys
in their working and remuneration arrangements to examine issues such as the gender pay gap, the
by jurisdiction; differences in the composition gender gap in business creation and ownership, and
gender roles and responsibilities within the rural example, there may be deficiencies in the level of
social context. Care is needed when using data in detail available for the self-employed and their
this way as there may be differences in the businesses. More data may need to be collected
concept being measured in household and about types of self-employment, and about the
business surveys as well as differences in the survival and growth of different types of
methodology for collecting the data that may businesses, to under-stand how the gender of the
impact on data quality. owner or manager might influence business
behaviour and outcomes.
Box 3.16 illustrates how a business survey can be
used to obtain sex disaggregated data on Coverage issues may also need attention, as
entrepreneurship, using the example of 12 East many surveys use business size cut-offs or
European countries. exclude certain geographic areas or industries.
For example, gender-sensitive agricultural
statistics may need to cover holdings without
Box 3.1
3.16: Survey on Business Starting and land, which are often excluded from agricultural
Development Conditions in 12 East European census enumeration and sample surveys due to a
countries minimum threshold for land area, introduced for
cost considerations.
This survey was carried out in 1999 in 12 countries –
Albania, Bulgaria, Czech Republic, Estonia, Hungary, In developing countries, many women work in
Latvia, Lithuania, Poland, Romania, Slovakia, Slovenia and
holdings with no or only tiny areas of land. In
the former Yugoslav Republic of Macedonia. It was
conducted as part of the Demography of Small and order to measure women’s contribution to
Medium-Sized Enterprises (DOSME) project. The agricultural work and to construct a complete
questionnaire was sent to a sample of new small and picture of holding types, these very small
medium-sized enterprises appearing to start their holdings need to be identified and covered.
activities in 1998. These businesses were identified from
registrations with administrative sources. A second DOSME The Food and Agriculture Organization of the
project started in 2001, surveying new registrations in United Nations has developed guidelines and
1999 and 2000 and following-up on active enterprises
(although sex and other characteristics of the founder/ gender-sensitive definitions of key concepts to
manager were not asked in the follow-up survey). assist countries to incorporate gender
The DOSME project was the first major international study considerations into agricultural censuses and
to focus on the characteristics of the people managing surveys (FAO 2004, 2005). These are embodied
/owning the enterprises, including sex, rather than on the in its recommendations to countries for the 2010
characteristics of the enterprises. The questionnaire round of Agricultural Censuses. Adoption of
collected data about each business and about the person
who started it. The business data included form of these in national collections should help to
organization and details of operations. The personal data, improve the quality of gender statistics at both
which were only sought for sole proprietors or main national and international levels.
partners in a partnership, included: sex, age and
educational level of the entrepreneur; why the business
was created; sources of capital used to start the 3.3.5 Administrative records
enterprise; investment in capital equipment or buildings in
the reference year; and difficulties experienced by the Why is this source important for gender
business in selling its products or services and in statistics?
developing its activity.
Administrative records are an important source
The survey results were subsequently published and are
of information for studying gender differences on
available on the DOSME website (EC 2008a).
a wide range of topics. In cases where an
administrative record system operates effectively
throughout a country, it can provide frequent data
How can this source be improved to provide at both national and sub-national levels. Using
more gender-relevant data? these records to produce needed statistics can be
There are various areas where business surveys a cost-effective approach, since the data they
might be improved to provide more gender-relevant contain are already routinely collected as part of
data. To start with, sex-disaggregated data should regular administrative processes. Such data may
be made available. In some cases, sex- also offer insights into gender issues not well
disaggregated data may be available but more covered by census or survey data.
detail or a different focus may be required to A significant proportion of the data held in
support analysis of gender issues adequately. For administrative records relate to individuals. Such
data can often be classified by gender, as many such records have proved valuable in producing
records already include the sex of the person gender-relevant information in those countries.
concerned. The extent to which sex is recorded
How can this source be improved to provide
reflects, to some extent, the regulations and laws
more gender-relevant data?
of a particular country. For example, where tax is
imposed on the household or couple rather than Administrative systems can be hard to modify as
the individual, tax registers may not be sex- their primary focus is not statistics. In seeking
disaggregated to the same extent as where improvements in the data from these systems, the
individuals file returns. actions that are possible will reflect the individual
circumstances of each country, including the
A wide range of statistics can be produced from variety of organizational arrangements that are in
data held in administrative records, including place. Some aspects that might require special
statistics relating to education, health, criminal attention from a gender statistics perspective are
justice, birth, death and marriage, work and discussed below.
economic activity. For example, personal income
tax records are a potential source of useful statistical An important gap in many countries - particularly
information, both on economic empowerment less developed ones - is birth and death registrations
and on access to income support benefits. by sex resulting in a large proportion of births
Overall, women are likely to pay less personal not being counted. This is considered a critical
tax than men because, in general, they earn less challenge, as setting up and maintaining a civil
than men. Tax records may reveal to what extent registration system that allows the timely and
this pattern holds in a particular country. They regular production of statistics on births and
can also show, in countries that have family- deaths requires a major commitment by government.
related or child-related benefits, whether these There are many other areas where changes in
are paid predominantly to men or women. data collection concepts and methods may be
One of the advantages of administrative records needed to realize the full value of administrative
is that they represent a full enumeration of the data for addressing gender issues. For example,
relevant entities, rather than a sample. For this police and court records can be used to under-
reason, they may have the potential to provide stand the criminal justice system’s response to
more reliable and finely disaggregated data than domestic violence, but this is only possible if
sample surveys. However, their usefulness may information on the victim’s sex and relationship
be limited by other factors. In particular, their to offender is collected in the primary record.
coverage will reflect only those entities of interest Also, there needs to be a well-defined and
for the administrative function being performed, accepted definition of domestic violence and
the details recorded may not be current, and agreed procedures for recording relevant incidents.
definitions and classifications may be inconsistent Production of statistics on some topics may
with those required for statistical purposes. For involve compiling data from a number of
example, some administrative records in the different administrative sources. Agreement
labour field may only cover employees of formal between agencies to standardize aspects of their
businesses. Some might cover only permanent administrative systems can facilitate the sharing
(ongoing) workers. Other records may only cover of information, such as using consistent identifiers.
the situation of citizens, or of legal immigrants, Also, the coverage of an administrative dataset
because it is only these people who are entitled to and the definitions it uses are subject to change
particular benefits. as policies, regulations and administrative
Many countries make extensive use of procedures change. A description of the statistical
administrative records in producing gender impact of such administrative changes should
statistics. Boxes 3.17 and 3.18 use the examples accompany all data series.
of justice statistics in Serbia and, education
statistics in Mexico respectively, to illustrate how
Box 3.17
3.17: Use of administrative records in producing justice statistics in Serbia
The Statistical Office of the kind of criminal offence; sex; age; For those cases where charges
Republic of Serbia compiles justice occupation; nationality; outcome were filed, 10 persons were
statistics from 9 regular data of investigations; and sentencing sentenced, with 9 of them being
collections that obtain data from outcomes. sentenced to imprisonment.
administrative systems. The For example, data collected on As women are the main victims of
reporting units for these collections the offence of people trafficking certain crimes (e.g. sexual abuse,
are public prosecutors’ offices and by adults revealed that there were rape, sex trafficking and forcible
courts. All criminal offence acts 68 crime reports in 2005. These marriage contracting), data on
that are stipulated by the criminal involved 67 known perpetrators, 5 these crimes can be used to make
law and other legislation dealing of whom were women. The some inferences about gender
with criminal offences are observed. outcomes from these reports victimization. From 2007, further
The aim of the collections is to were: 12 cases where the report insights will be possible as the age
follow the criminal offenders was denied; 11 cases where the and sex of the victim are being
through the justice system. The data investigation was stopped; and 44 collected for charged and
collected on offenders includes: cases where charges were filed. convicted offenders.
Box 3.18
3.18: Use of administrative records in producing education statistics in Mexico
The usefulness of statistics derived higher dropout rate for girls. This allowed a higher proportion of
from administrative records in Having this information, Mexico’s scholarships to be granted to girls
Mexico has been demonstrated in Human Development Opportunities than boys.
some actions of social policy in the Programme sought and received
field of gender equality. Starting additional resources to provide After several years of
in 1997, information about school more scholarships to girls with the implementation of this measure,
dropouts began to be broken down aim of achieving their longer the gender gap in elementary
by sex, providing evidence of the retention in the school system. education has practically
disappeared.
In most registers relating to people there is data as a component of the wider national
information about sex but in many countries this statistics effort.
information is not used in producing statistics for
Significant improvements in the usefulness of
general release. Sometimes no statistics at all are
administrative data for statistical purposes can
produced from the records, or the statistics are
sometimes be achieved through focused,
only available on a restricted basis. In these
collaborative efforts involving statistical
cases, the focus should be on raising awareness
producers, relevant data custodians and users.
of the importance of sex-disaggregated data for
These efforts might be directed towards
gender analysis and on developing tools and
negotiating agreed definitions for existing
mechanisms to facilitate the timely extraction and
measures, developing new measures, arranging
wide dissemination of such data.
access to administrative lists for sample frame
Production and dissemination of statistics from creation, establishing standard data compilation
some administrative systems may be undertaken practices, or determining dissemination priorities
by a national statistical agency under an and associated strategies. Some countries have
agreement with the custodians of the found it productive to undertake work of this kind
administrative records. In many cases, however, within an agreed framework, such as an inter-
this statistical role may be dispersed across a agency partnership agreement or information
range of agencies whose core business is not development plan for a particular field of
statistics production. Such agencies – often the statistics.
custodians – may be especially resistant to
Box 3.19 illustrates some of the ways statistical
addressing gender issues if the changes involved
agencies can seek to influence the quality of
increase costs or add to the reporting load on
administrative data for statistical purposes, using
them or their clients. Those responsible therefore
the experiences of Ireland and Australia as examples.
need to be convinced of the usefulness of their
Box 3.19: Influencing the quality of administrative data for statistical purposes: some examples
Australia The Australian Bureau of Statistics (ABS) and the Australian Institute of Health and Welfare (AIHW),
under agreements with other agencies, maintain data dictionaries and other statistical standards for
use in compiling national minimum data sets and other key statistics from a wide range of different
administrative systems operating in different jurisdictions. These standards allow uniform national
statistics to be compiled in fields such as births and deaths, causes of death, crime and justice,
hospital services, diseases, health workforce, housing assistance, and disability and welfare services.
(AIHW 2005).
The ABS has also issued a statement of Key Principles and a Handbook for Australia’s National
Statistics Service. These relate to all agencies that produce statistics from whatever source. The
purpose of the Handbook is to provide a reference guide for use in conducting collections, extracting
data from administrative systems, managing statistical data, turning administrative or survey data
into statistics, and subsequently analyzing the statistics. (ABS 2008a).
Ireland As part of a policy of developing the statistical potential of administrative data across government
agencies, the Central Statistics Office (CSO) in Ireland undertook an examination of social data
holdings in 6 key government departments in 2003. The resulting report made a number of
recommendations in relation to the use of standard questions and classifications across data sources.
These recommendations included:
• Some social statistics are more meaningful at the individual, family or household level. Where
relevant, data holdings should be structured so that case-level or event-based information can be
aggregated to compile individual, household and family statistics.
• All official data sources should use standard classifications and coding systems. The CSO should
take a lead in promoting, maintaining and disseminating these classifications.
• The CSO should work with departments to develop a core set of demographic and socio-economic
variables. These could either be independently collected in administrative schemes and surveys
or preferably, subject to meeting data protection restrictions, available via a central repository
such as the Department of Social and Family Affairs Client Records System. Spatial information
and nationality should be included in this core set.
• Individual departments should develop a common look and content in the design of their
administrative scheme application forms. This will ensure that the core information is collected
in an identical manner across all schemes.
Australia In the lead up to its last Population Census in 2006, the Australian Bureau of Statistics (ABS) initiated a
project to add value to the census data. This involved the establishment of a Statistical Longitudinal
Census Dataset (SLCD) based on a 5% random sample of census records. The SLCD will bring together
data from Australia’s successive 5 yearly censuses, starting from 2006, using probabilistic linking
techniques. Through this project it is envisaged that the census can be made more useful to
researchers. It will offer, for example, a rich data source for longitudinal studies of gender-related
issues in the coming years.
Ireland The Central Statistics Office in Ireland is involved in projects linking related data holdings in different
Departments, such as pensions and income data. The Office also undertook a post-census national
disability study in 2006, which brought together data from the Population Census for a selected group
of people with data for those same individuals collected in a subsequent sample survey. Both
initiatives are adding to the body of gender-relevant information available to policy makers, planners
and researchers.
New Statistics New Zealand (SNZ) has created Linked Employer-Employee Data (LEED) to provide insights
Zealand into the operation of the labour market and its relationship to business performance. LEED draws on
administrative data from the taxation system together with business data from SNZ’s Business Frame.
SNZ produces an annual report based on this linked information. The report provides a range of annual
longitudinal statistics about people’s interaction with the labour market as well as their sources of
income. It includes information on income and earnings transitions, job tenure, multiple job holders
and self employment. Findings in the 2006 report included:
• there were nearly twice as many women as men holding multiple jobs; and
• women tended to earn less than men for each job, regardless of how many jobs they held.
Box 3.21
3.21: Time use data and their uses: Australia’s 2006 Time Use Survey
The survey provides information on: • patterns of leisure activity, such • the nature and extent of
• time spent on unpaid work in as relaxation, participation in people’s social ties, such as
the home and community by fitness and health activities, time spent with family members
women and men; and involvement in sports and in the same household, with
cultural activities; relatives in different households,
• care of children and other and with friends.
dependants inside and outside • lifestyles of people at different
the household; stages of the life cycle; • The information is available for
• daily life patterns and support men and women separately, as
• the relationship between well as by age and other
domestic care of other persons needs of women and men in
particular groups, such as older demographic and socio-economic
and the nature and extent of characteristics such as household
labour force participation by persons, unemployed persons,
and persons with disabilities; size, composition and income.
various household members; Changes in patterns of time use
• differences in the hours of paid • transport and travel issues; over the years can be analyzed
work for women and men, and • the penetration and use of by comparing results with those
barriers to labour force technology in households and from the previous surveys in
participation; how this affects the way people 1997 and 1992.
• balancing paid work with other spend their time; and
aspects of life;
Source: ABS 2000; ABS 2008b; ABS 2008c
• outsourcing of domestic tasks;
and other uses. As the surveys generally allow Time Use Surveys. A number of countries have
work to be contextualized within a 24 hour used such data, in combination with various
framework, it is possible to study sequences of valuation methods, to produce estimates of the
work episodes and how they interact with other value of unpaid work, including by sex. These
activities. If data on simultaneous activities are estimates have allowed unpaid work to be
collected (not just primary activities), the overlap analyzed within a national accounting framework
of different times can also be studied, such as and in some cases have been used in developing
work undertaken while travelling, or with family household satellite accounts, produced separately
members. Some surveys include questions on the but consistently with the system of national
level of satisfaction with the way time is devoted accounts (see section 4.3 on unpaid work).
to different aspects of life, and on feelings of
Box 3.21 illustrates the range of data that can be
time stress. Such data can provide further
provided and some of the uses, by taking
insights into how well women and men are
Australia’s Time Use Surveys as an example.
balancing the demands of their jobs, childcare,
their need to relax or exercise, and their other
commitments or needs. 3.4.3 Value added of gender in time
For measuring time dedicated to paid work, use statistics
studies have suggested that Time Use Surveys A gender dimension is crucial for many studies
provide a more accurate source than Labour of time use. For example, time use data
Force Surveys (ISTAT 2007), covering, for disaggregated by sex (and other demographic
example, atypical cases of paid work which are characteristics) are necessary for analyzing issues
usually not included in Labour Force Surveys such as the division of labour within households;
and in which women are generally more the extent to which men and women contribute to
involved. But, one of the greatest values of time- different types of productive activities inside and
use surveys for gender analysis is that they shed outside the home; the role social networks play in
light on unpaid work. In many economies, large their lives; the balance between work and leisure
amounts of unpaid work fall outside conventional for women and men in different types of
definitions of economic production. From a households; the way caring for children is shared
gender perspective, it is crucial to collect and how this changes as children age; and gender
information on the time devoted to this type of differences in daily activity patterns at different
work, since the respective contributions of men stages of the life cycle.
and women to such activities are not equal.
Reliable data on the volume of different types of Comparisons over time, using data disaggregated
unpaid work are generally only available from by sex from Time Use Surveys conducted in
different years, can provide valuable additional
information. Such data can be used, for example, value of the data obtained. The guidelines
to identify trends in male and female patterns of provide detailed recommendations on
paid and unpaid work, to examine the extent to methodology, including questionnaires,
which there is convergence or divergence in these diaries, activity classification and coding,
patterns over time, and to analyze a wide range of fieldwork, estimation procedures and basic
other issues associated with the changing roles of statistical tables.
women and men within families and society.
Time use diaries and questionnaires
As an illustration of the type of information that Time use surveys generally collect data from a
can be obtained from Time Use Surveys, some sample of households in the reference population
gender-related findings from a range of national using face-to-face or telephone interviews with
surveys are shown in Box 3.22. selected individuals in those households. While
countries use a range of survey instruments and
methods, they typically collect the basic time use
3.4.4 Data collection methods
data through a time diary and a range of
International guidelines additional information through household and
Several international agencies have produced individual questionnaires.
material on data collection methods to assist Particularly important for gender statistics is the
countries in planning and conducting Time Use inclusion of questions that will allow disaggregation
Surveys. In particular: by sex, age and household composition. Other
• The United Nations published a Guide to personal and household characteristics, such as
Producing Statistics on Time Use: Measuring education, labour force status and income, are
Paid and Unpaid Work in 2005 (United also needed to support many types of gender
Nations 2005). This guide provides a broad analysis.
overview of national practices and Several different types of time use diary are used
international initiatives in the field of time use by countries that conduct Time Use Surveys. The
statistics. The Guide is intended as a most common approach is to use a 24 hour diary
reference tool and is aimed at facilitating the that provides for exhaustive recording of all
harmonisation of methods and practices. activities of a respondent over one or more 24
hour days, including when and where each
• The United Nations Economic Commission
for Europe maintains a section on Time Use activity occurred. The diary may be completed in
respect of one or more members of a household,
Surveys on its Gender Statistics Website
(UNECE 2008c). It provides details of and be designed for self completion or for an
national methodologies for undertaking such interviewer to administer either in a face-to-face
surveys as well as links to international context or by telephone.
guidelines relating to Time Use Surveys. In ‘Full’ or ‘light’ diary options
addition to detailed information on the The diary may be either a ‘full’ diary or a ‘light’
methods and practices of a number of diary. The full diary allows for verbatim
individual countries, the website includes recording of activity descriptions (including
sample copies of the collection instruments simultaneous activities), their starting and ending
they use and presents some of the main times, and accompanying contextual dimensions
statistical data produced from the surveys. such as for whom each activity was undertaken
• The European Commission first issued and when and where it was undertaken. These
Guidelines on Harmonised European Time activities are then coded to a detailed activity
Use Surveys in 2000, publishing them in classification. The light diary typically seeks less
2005 (EC 2005a). These guidelines were detail about each activity, with the activity
updated in 2008 subject to two principles: descriptions restricted to a more limited set of
comparability with previous guidelines and pre-coded activity categories. Boxes 3.23 and
simplification (EC 2009). The purpose of the 3.24 illustrate the full and light diary approaches,
guidelines was to ensure EU member respectively, using Australia’s 2006 Time Use
countries implemented Time Use Surveys on Surveys as an example.
a comparable basis so that results would be
comparable, thereby greatly increasing the
Box 3.22: Examples of gender-related findings from national Time Use Surveys
United Overall, women carried out about two thirds of the domestic tasks in 2005 – women spent on
Kingdom average 178 minutes a day on domestic tasks compared with 100 minutes among men.
2005 Women in all economic categories spent longer on domestic work than men – for example, women
who worked full time spent 151 minutes on domestic work compared with 113 minutes spent by
men who worked full time.
Men tended to work longer hours in their paid job than women on average. Travel related to
employment was also more evident among men while women’s trips were more concerned with
domestic tasks such as shopping. Men used the private car more than women.
Men were more likely than women to watch TV, spend time on the computer and take part in other
leisure activities. Women were more likely than men to spend time reading or with other people.
(ONS 2005)
Canada Between 1986 and 2005, the workday became longer for both men and women – by 0.6 hours for
2005 men and 0.7 hours for women.
Women still do most of the housework and tend to feel more time stressed than men do. But now
more men are juggling household chores and paid work duties, while women are spending more
time at the office. As a result, the gap between men and women in the division of labour is still
there, but it is slowly getting narrower. (STATCAN 2006c)
Australia Men and women spent their days in different ways in 2006. On average, men spent 19% of the day
2006 on recreation and leisure, 19% of the day on employment-related activities, and 7% on domestic
activities. Women spent much less time on recreation and leisure (16%), nearly double the time
spent by men on domestic activities (12%), and about half the time that men spent on employment-
related activities (10%).
Compared with 1992, there was little change in the time men spent on employment- related
activities or domestic activities. However, the time women spent on employment-related activities
increased by 12%, while the time they spent on domestic activities declined by 5%.
For parents of children under 15 years, mothers spent much more time than fathers on child-care
activities, whether or not the parents were employed. This pattern was reflected across the age
spectrum of children and across different types of caring. For both mothers and fathers, the time
spent on caring activities decreased significantly as the age of the youngest child increased. (ABS
2008c)
18 European Based on a Eurostat analysis of results from national Time Use Surveys, patterns of time use were
Union generally quite similar throughout Europe. On average, women aged 20-74 spent much more time
countries than men on domestic work, ranging from less than 50% more in Sweden to over 200% more in Italy
1998-2004 and Spain.
Men spent on average more time on gainful work/study than on domestic tasks, whereas the
opposite was true for women in most of the countries surveyed. The total hours worked per day –
i.e. gainful work/study and domestic work – was shorter for men than women in most countries.
While the amount of free time tended to be lower for women than men, how it was distributed was quite
similar for women and men and from one country to another. (Eurostat 2008)
Box 3.23
3.23: Full diary collection method: Australia’s 2006 Time Use Survey
The 2006 Time use survey, conducted resident, and a self-completion paper secondary activities in 5-minute time
by the Australian Bureau of Statistics, diary for each household member intervals, as illustrated below.
collected data from around 3,000 aged 15 years or over to be Contextual information about each
randomly selected households using a completed on two specified days activity episode was also sought. The
combination of face-to-face following the interview. The diary designated days in respect of which
interviews with an adult member of covered a continuous period of 48 the diary was to be completed were
the household, involving questions hours commencing at midnight and marked on the cover of the diary by
about the household and each usual asked for the person’s primary and the interviewer.
Day 1 3 hour time blocks (12 midnight to 3am, 3am to 6am, 6am to 9am, etc)
5 minute time What was your Who did you do What else were Where were you? Who was with you
intervals main activity? this for? you doing at the (e.g. at work, at home, or with
(Please record all (e.g. self, family, same time? home, on a bus, you away from
activities even if work, friend, a (e.g. driving the car) home?
they only lasted a charity, the childminding, (e.g. no-one,
few minutes) community) watching family, friends)
television,
listening to the
radio)
6.00
6.05
6.10 etc
Omnibus Survey13. Based on an evaluation of changes in data between 2000 and 2005 could be
both approaches, it concluded that the light data due to the differences in collection methods.
set would be worthwhile in its own right and
would provide an indication of any major 3.4.5 Other measurement issues
changes in time use since the full diary
collection. It noted that there were limitations in Measurement issues generally associated with
terms of having only 30 activity codes in the pre- population-based surveys are also relevant to
coded 2005 diary, compared with around 250 in Time Use Surveys. However, there are some
the office-coded 2000 diary; that there were particular issues applying to Time Use Surveys
some difficulties in matching codes completely that can affect the usability of the resulting
across the two surveys; and that some of the statistics especially with respect to gender
analysis. The more significant issues are outlined
below.
13
http://www.statistics.gov.uk/STATBASE/Source.asp?vlnk=657
During 2006, the Australian Bureau interviewing allowed interviewers to use well as additional contextual
of Statistics also tested an an activity coder, based on a look up information about each activity
alternative method of collecting list of activities drawn from the full episode (i.e. where the person
time use data using a light diary Time Use Survey coding database. was, who else was with them,
rather than the full diary. It and any other activities
conducted a Time Use ‘Lite’ Survey The key differences between undertaken at the same time);
on a sample of 1500 households as a Australia’s abbreviated survey and
component of its Multi-Purpose full survey were that: • the abbreviated survey was
Household Survey. The purpose of • the abbreviated survey involved conducted as part of a multi-
the test was to determine whether an interviewer asking respondents purpose survey, with demographic
results from the abbreviated survey to recall their activities on the and some socio-economic data
were comparable with those from previous day, whereas the full collected as part of the multi-
the full survey conducted in the survey asked people to maintain purpose survey’s core data set,
same year. Data from the Time Use a diary of their activities on 2 whereas the full survey was able
Lite Survey test will not be released specified current days following to collect much richer information
but a paper evaluating the a face-to-face interview; about household circumstances
usefulness of the survey should be • through household and personal
activities in the abbreviated questionnaires in addition to the
published. survey were coded to 30 broad time use diary; and
The collection method was based on activity codes only, whereas
a computer-assisted telephone activities in the full survey were • in terms of outputs, the full survey
interview with a person aged 18 years office-coded to around 270 can provide much richer data.
or over randomly selected from the detailed categories; The abbreviated survey should
usual residents of the household. A • the abbreviated survey was provide estimates of time spent on
series of questions recorded all the limited to one respondent per unpaid and paid work and other
activities of the respondent in the 24 household aged 18 years or over, major activity classes at lower cost
hours from 4am on the previous day while the full survey included all and possibly more quickly than the
(or one day earlier in some cases), household members aged 15 full survey. If results are comparable,
including the time spent on each years and over; the abbreviated survey could be used
activity and for whom it was under- between full surveys to update the
taken. No other contextual information • the abbreviated survey focused on value of unpaid work and track
about each activity was sought, and capturing main activities, while changes in time use patterns at more
where two activities were undertaken the full survey captured these as frequent intervals.
at the same time only the most
significant activity was recorded. Source: ABS 2006a
The use of computer-assisted
Also to be kept in mind is that the different age each group. The Guidelines on Harmonized
limits that countries apply in defining the European Time Use Surveys provide examples of
reference population may affect international both versions, while noting that the actual diary
comparability. For example, the age cut off used component is the same (EC 2004).
to exclude children among countries participating
Survey design
in the Harmonized European Time Use Surveys
ranged from 3 years (Italy) to 20 years (Sweden) Sample designs need to take account of seasonal
(EC 2005a). and other variations in the activities people
undertake throughout a year and on different
Where children are within scope of the survey, it days of the week. Reflecting this, surveys are
may be appropriate to have two versions of the generally conducted either continuously over a
time use diary: one for adults and one for year or in several periods across the year with
children, with the text and examples tailored for diaries distributed as evenly as possible
throughout the days of the week in each needed, so that all activities can be classified
collection period. As people often vary their appropriately. It is particularly important for
activities depending on the time of year or day of gender analysis that the classification or listing
the week, uneven capturing of activities could provides for adequate representation of activities
result in under or over reporting of some mainly undertaken by females as well as those
activities and to different extents for women and mainly undertaken by males. The inclusion of a
men. To achieve an even representation of the ‘for whom’ column in the time use diary can also
days of the week for which activities will be be helpful, by providing additional information
reported, diary-keeping days are generally worked on the purpose of activities which can enable
out in advance and should not be changed. more accurate classification (e.g. it can help in
distinguishing unpaid household work from
Survey content
unpaid volunteer and community work).
A particular challenge for many Time Use
Surveys is achieving an appropriate balance Many countries that have conducted Time Use
between content and respondent load. Questions Surveys in recent times have applied their own
on a range of topics, in addition to time use, can classifications to meet their own purposes, while
significantly increase the value of the data for others have used the trial International
different types of gender analysis and may be Classification of Activities for Time Use
strongly sought by users. Maintaining content Statistics (ICATUS) first released by the United
comparability with previous Time Use Surveys Nations in 2003. This international classification
may also be an important requirement. However, has been developed to assist countries embarking
the time it takes respondents to complete on Time Use Surveys and to facilitate
interviews and diaries can impact on response international comparisons. It has a hierarchical
rates and the quality of reported data, so content structure, consisting of 15 major divisions, 54
decisions need to be taken with this in mind. divisions, 92 groups, 200 classes and 363 activity
sub-classes (UNSD 2003).
One technique used by Canada in its 2005 Time
Use Survey to allow more content while keeping For example, the ICATUS is adapted for regional
respondent burden to a minimum involved purposes in Latin America. The Clasificación de
splitting the sample for some parts of the Actividades de Uso del Tiempo para América
questionnaire. Respondents were randomly assigned Latina (CAUTAL) is comparable with ICATUS
to one of the two sub-samples. but includes activities identified in the Latin
American time-use surveys14.
Respondent cooperation
Processing and estimation
Overall response rates can be relatively low in
some Time Use Surveys as these can be quite Producing good quality estimates from Time Use
onerous for the selected households, particularly Surveys is a complex process. The process can
the diaries. Non response can result in biased be particularly resource intensive for full diaries
estimates to the extent that non-respondents completed by respondents after interview, with
differ from the rest of the sample population, and activity coding and episode demarcation
the proportion of non-respondents may be subsequently carried out in the office. It is vitally
different among women and men. To encourage important for the reliability of the estimates that
cooperation and good response, the importance coders are accurate and consistent in their
of the survey, its nature and guarantees of coding. A variety of tools and techniques are
confidentiality should be explained in the initial used by countries to achieve required coding
contact with the household and reinforced at standards. Box 3.25 describes some of the special
interview. These explanations need to be data editing techniques that were used in the
meaningful to different types of households. 2003 Italian Time Use Survey to improve the
Examples of how the information collected in the quality of data collected by diaries. Weighting
survey will be used can be beneficial. Examples adjustments may be needed to ensure days of the
showing how the information is to be recorded in
the diaries can also be very helpful.
14
Activity classification
http://www.eclac.org/deype/noticias/noticias/2/38832/GTGenero
Whatever collection method is used, a _mexico.pdf
comprehensive activity classification or listing is
week and months of the year are equally weekends and holidays as well as on weekdays.
represented. Sometimes it will be more meaningful to look at
how homogenous groups of people spend their
Survey output
time, such as employed men and women by age
Care is needed when interpreting time use data, or family composition. Average times in tables
particularly ‘average’ times. The structure of relating to participants have different underlying
statistical tables containing such data, and the populations so any calculations within these
conventions used, need to be well explained in tables need to take into account the relevant
survey output to assist those analyzing the data. population.
Tables may show average time spent by all
persons on an activity, or average time spent by Also, tables may show participation rates rather
only the participants in the activity. For example, than average number of hours spent on activities.
average time spent on work by all persons will be The participation of women and men to specific
an average over those who are not employed as types of activities is an important indication of
well as those who are employed, and over
Box 3.25
3.25: Data editing
editing of diaries in the 2003 Italian Time Use Survey
In its 2003 Time Use Survey, Italy words to be interpreted in context work, helped to prevent errors in
used both deterministic rules and particular types of reporting the coding process. Ancillary codes
(involving automatic procedures) problems to be identified. The were used to point out particular
and non-automatic rules (applied by analysis of recorded strings – often coding problems concerning critical
a trained staff of coders) to improve written in the form of sentences – events and these were resolved by a
the coding of data collected by the considerably increased the potential researcher in a subsequent editing
survey’s daily diaries. for formalizing correction rules and phase.
strategies for handling situations
Before coding, the words used by where the association between text A wide variety of errors were
respondents to describe their main and code was not a one-to-one uncovered in the editing process.
activities, parallel activities, activity linkage. For example, in the case of
locations and modes of transport employment activities, over 60% of
used were recorded in a literal way Computer-assisted coding was used diaries involved at least one
in the survey processing system, because of the complexity of the corrected episode; while in the case
resulting in a considerable number coding process. This, along with of study activities, over 46% involved
of strings (or episodes) for each continuous monitoring of coding at least one corrected episode.
activity. This enabled the respondents’
Source: ISTAT (2008a, 2008b)
their role in the family and the society. For 4.3 hours. In terms of participation rates, it may
example, in terms of average hours, Canadian be of interest to know that 69% of men did some
men aged 25 to 54 spent 2.5 hours daily on housework daily compared to 90% of women
unpaid housework in 2005, while women spent (Statistics Canada 2006c).
Chapter 4
Selected topics relevant to gender statistics
and implications for data collection
will taking co-responsibility for sharing the Furthermore, according to the 13th International
burden of work required in the home between Conference of Labour Statisticians (ICLS), the
men and women (girls and boys). Labour Force total population in a country can be classified
Surveys provide basic statistics relating to into three mutually exclusive and exhaustive
employment but Time Use Surveys shed light on groups, as follows (ILO, 1983):
all activities and the balance between them,
• Employed – All persons above a specified
whether conducted at work, home or elsewhere.
minimum age who during the reference period
Other topics relevant to gender issues covered in performed some work for wage or salary, or
this chapter are: profit or family gain, in cash or in kind or
• Entrepreneurship were temporarily absent from their jobs.
• Decision-making • Unemployed – All persons above a specified
minimum age who during the reference
• Agriculture
period were:
• Access to assets ∗ “without work”, i.e. were not in paid
• Information and communication technology employment or self-employment as
• Education, research and science defined by the international concept of
• Health employment; and
• Gender based violence; and ∗ “currently available for work”, i.e. were
available for paid employment or self-
• Gender attitudes.
employment during the reference period;
The concluding sections of this chapter deal with and
two cross-cutting issues: ∗ “seeking work”, i.e. had taken specific
• Minority groups; and steps in a specified recent period to seek
• Social exclusion. paid employment or self-employment.
• Population not currently active – All
persons, irrespective of age, who were neither
employed nor unemployed during the
4.2. Size, structure and reference period.
characteristics of the labour The ILO resolution goes on to point out that the
force labour force is comprised of the first two of these
three groups, but does not include “…people who
4.2.1 What it is are not currently active” (ibid.). Classification of
The labour force is the most commonly used the population into these three mutually
measure of the “economically active population”. exclusive and exhaustive categories depends on
According to the relevant resolution from the 13th the application of the activity principle – what a
International Conference of Labour Statisticians person was actually doing during a given
(ILO, 1983) it is “all persons of either sex who reference period – and a set of priority rules
furnish the supply of labour for the production of regarding activity that give precedence to
economic goods and services, as defined by the employment over unemployment and to
United Nations systems of national accounts and unemployment over economic inactivity.
balances, during a specified time period”. Classification also depends on a clear
understanding of the SNA production boundary,
The formulation “production of economic goods which determines which activities are to be
and services” relates to the goods and services considered as “employment”.
which are considered to be within the SNA
production boundary, i.e., are taken into account It is important to note that the production
in the estimation of the Gross Domestic Product boundary of the SNA can include activities
(GDP), and thus constitute a subset of all goods which are paid or unpaid, and activities
and services actually produced in an economy. producing goods and services which are either
Excluded are unpaid services carried out by sold in the market or not. The current
households for their own final use (except the international standards treat activities that
housing services by owner-occupiers). produce goods which are retained by their
producers for their own use as internal
transactions within the SNA boundary if the from the SNA production boundary due to
activity represents “major flows of goods and measurement as well as conceptual limitations
services actually taking place within the economy (c.f. §6.29 of SNA-2008).
that would otherwise have to be omitted” (UNSD
Most of the volunteer labour activities are in
2009a, page 6). For example, the following
principle already included within the SNA
unpaid activities for own final use could be
production boundary and should ideally be
considered as productive activities within the
measured, such as unpaid activities carried out by
SNA production boundary:
volunteers for market or non-market enterprises.
• Unpaid production of agricultural goods by
household enterprises for own final There are important national differences in how
consumption and whether countries include unpaid workers
producing goods for own final use in their
• Unpaid production of any other goods for
national measures of employment. In Moldova,
own final use by households, including the
for example, persons who had worked 20 hours or
construction of dwellings, the production of
more in the production of agricultural goods
clothing, furniture, cookwares, carrying
exclusively for own final use were considered as
water, fetching wood, etc.
being employed. Most industrialised countries,
• Production of housing services for own final however, exclude them.
consumption by owner-occupiers.
Box 4.1 lists examples of unpaid non-market
Excluded from the SNA production boundary –
and therefore from employment – are the activities included and excluded in the SNA
production boundary.
following nonetheless productive activities:
• The unpaid preparation and serving of meals The fact that some volunteering and all unpaid
within the household for the direct household services, albeit productive activities,
satisfaction of human needs or wants; it are excluded from the SNA accounts, does not
should be noted that preparation of a meal by imply that they should not be statistically
paid domestic staff constitutes a paid service measured. In most cases, these activities are
activity and therefore falls within the scope primarily performed by women and represent an
of the SNA production boundary. important contribution to the welfare of society
and to the economy. It would be beneficial to
• Unpaid “do-it-yourself” activities of
identify persons engaged in unpaid household
decoration and undertaking minor repairs,
service work as well as in volunteer activities,
often of a routine nature, of a kind that whether or not they are included in the labour
would normally be seen as the responsibility
force measure. This has been done by many
of a tenant, including purchases of materials countries.
for such decoration or repairs and fees,
service and maintenance charges paid to Section 4.3 reviews approaches to the measurement
builders, carpenters, plumbers etc. of such unpaid work that falls outside of the SNA
• Unpaid household services, such as cleaning, production boundary and its importance to the
looking after children, transporting development of:
household members, household accounting • more comprehensive measures of all forms
and management, etc. of (mainly but not only) women’s work
• Some forms of volunteer labour (see §19.37 • estimates of the contribution of the work to
– 19.41 of SNA-2008). the economy that falls outside the SNA
production boundary, and
Such unpaid activities (above) are considered • a better understanding of women’s position
productive by the SNA within its general on labour market.
production boundary. They have been excluded
Statistics on the economically active population fewer than for men. On average, in OECD countries,
provide a basic picture of the participation of half of women’s employment is accounted for by
women and men in the labour market. Through only some 10 occupations, compared with about
periodic collection of sex-disaggregated statistics 20 for men (OECD 2007a). It is also important to
on the employed, unemployed and currently not know in what specific occupations women and
active populations we know that women’s men are concentrated. In Sweden for example,
participation in the labour force has increased 97% of office secretaries are women, while only
significantly across countries in the past decades. 1% of motor vehicle mechanics are women
At the same time, the statistics reveal that, (Statistics Sweden 2006). This is sometimes
globally, fewer women are employed compared referred to as occupational segregation. In general,
to men and that women still face a higher likelihood it is important to investigate whether female-
of being unemployed and of becoming discouraged dominated occupations are lower-qualified, lower-
job-seekers than men. “Discouraged job-seekers” paid, or of lower social status. Women generally
are persons without work who are currently find themselves in lower-paid occupations, but they
available for work but who have given up often earn less than men even within the same
looking for work because they believe that they occupational group – they may have lower
cannot find work. (they therefore are included starting salaries, may be promoted less often, or
within the inactive population). When these have more career breaks for reproductive and
statistics are further disaggregated by age, it family reasons.
becomes clear that this is particularly the case for
Availability of this type of information is essential
young women, who face the highest unemployment
in the design and evaluation of government policies
rates in nearly all regions except in the European
aimed at creating employment, improving working
Union (ILO 2009).
conditions, and promoting the attainment of
A comprehensive system of labour statistics that gender equality in employment. Such policies and
includes the collection, dissemination and analysis programmes include: training and skills
of sex-disaggregated information about the development; schemes to help particular groups
characteristics of workers, their jobs and their of the population start or return to work; work-
employers can reveal further details regarding life balance policies; community work programmes;
differences in the employment conditions of assistance in setting up enterprises; tax exemptions;
women and men. Particularly important are and other positive incentives that promote
employment statistics cross-classified by branch employment. Detailed statistics on employment-
of economic activity, institutional sector, occupation, related income disaggregated by sex, occupation,
status in employment, income from employment, branch of economic activity, and other socio-
working time, and family situation, such as the demographic characteristics, such as level of
presence of children in the household and their educational attainment, are particularly important
age(s). Such detailed information reveals, for in formulating and evaluating government policies
example, that among those employed, women are on income-generation and maintenance,
less likely than men to be engaged in full-time alleviation of poverty and redistribution of income.
regular employment in the formal sector. Instead,
The gender pay gap
women tend to be employed for fewer hours; to
engage more in part-time and seasonal work; to At present, several internationally agreed
withdraw from the labour force for extended indicators exist to assess and monitor women’s
periods, to be concentrated in the less productive and men’s access to and participation in the
sectors of the economy, in low-paying labour market. This, however, is not the case for
occupations and in status groups that carry higher the economic remuneration that women and men
economic risk, such as contributing family receive from employment. Among current efforts
workers and own-account workers; to work in to develop such a measure is the gender pay gap
informal jobs; and to earn lower salaries (UNECE 2008d).
compared to men (United Nations 2000a).
The gender pay gap is a powerful measure
Women are also more likely to be involved
providing an overall picture of gender inequality
simultaneously in unpaid care work and in unpaid
in total pay for employment. It is calculated as
or low-paid economic activity.
the difference between average earnings of men
Women’s employment tends to be concentrated and women as a percentage of average earnings
in a relatively small number of occupations, far
of men. Estimates of the gender pay gap differ The gender pay gap combines two key aspects in
widely depending on: one measurement: gender segregation and
• the data source (household or enterprise discrimination. The first relates to differences in
surveys or administrative sources) individual characteristics (such as level of
education and work experience), and may be
• the calculation method (use of the mean or determined by personal choices or gender roles.
median to calculate average wages) The second relates to factors such as the “glass
• the type of wages considered (hourly or ceiling” effect which prevents women from
monthly wages, net or gross wages, inclusion reaching the highest-level jobs, or direct
or not of additional benefits) discrimination in which a woman with the same
• the categories of workers included in the job performance as her male colleagues is paid
calculation (often the gender pay gap is less. Calculating the pay gap for specific groups
calculated for employees only since reliable of workers based on characteristics such as age,
data on the income from self-employment sector, industry, occupation, level of educational
are often not available). attainment, and years of seniority in employment,
can lead to a clearer understanding of the reasons
In 2007, the United Nations Economic Commission for gender pay gaps, and distinguish between the
for Europe conducted an assessment of 12 various factors underlying differences in pay. It
countries in order to explore the availability and will also help to identify specific groups of
understand the effects of using different sources occupations or sectors where the gender gaps
of data and concepts of income in the calculation may be wider.
of the gender pay gap. It found that there are
important differences among countries in sources,
concepts, definitions and coverage of data, and a 4.2.4 Implications for data collection
more consistent approach is needed to improve data
comparability. Ideally, the gender pay gap should In 2003, the 17th International Conference of
be based on concepts of employment and all wage Labour Statisticians (ICLS) took up the topic of
components that are as comprehensive as gender statistics and in its conclusions stressed
possible. This may not be realistic, as not all the importance of mainstreaming gender in
countries are able to measure them effectively. labour statistics not only to address gender
concerns but also to understand labour market
Different approaches to the measurement of the functioning more fully (Mata-Greenwood, 2003).
gender pay gap depend on data availability but The ICLS recommended that labour statistics
also on the intended policy use of the indicator. should satisfy the following four requirements:
For example, the pay gap based on hourly wages
is generally much lower than the one based on a) They will be based on a political will at all
monthly (or annual) wages, due mainly to the levels, in the various data collection and
higher percentage of women who work part time. analysis agencies and in all agencies which
The latter captures the impact of gender can provide administrative information
differences in working time and thus should be b) The data collection procedures for labour
used if the objective is to measure differences in statistics will ensure that, as far as
take-home pay, which will depend partly on possible, all relevant topics for describing
different participation in the labour market and gender concerns are regularly included.
partly on different payments that women have Such topics may include employment in
compared to men. On the other hand, the figure the informal economy, non-SNA work,
based on hourly wages measures the difference employment by detailed occupations and
in payment for the work performed (or unit- status in employment categories, income
value), independently of the number of hours from paid work and self-employment,
worked, and this is more relevant in cases where statistics on the life course, on lifelong
the aim is to use it as an indicator of the overall learning and on working time
position of women and men in the job market. If
the focus is on differences in pay for work of c) The data collection and processing
equal value, the indicator should be calculated procedures for labour statistics programmes
separately for different occupations, comparing will be designed to ensure that definitions
the income from employment of women and men and measurement methods cover and
within classes of jobs deemed to be of equal value. adequately describe all workers and work
situations in sufficient detail to allow produce goods or render services for sale or
relevant gender comparisons to be made. barter, and may include those unpaid activities
Household and establishment-based surveys that produce goods for own final use, if they
as well as administrative sources are represent a significant proportion of the
valuable and, in particular, periodical time- production of that good in the country, as we
use surveys are crucial have seen earlier (examples were given in Box
4.1).
d) The resulting statistics will always be
presented as part of regular publications in In practice, however, only a few countries
a way that will clearly reveal differences include unpaid production of goods for own final
and similarities between men and women use in their definition of employment. Sometimes
in the labour market and the factors that when such activities are included in the
may influence their situations. This can be definition of employment they may not be
done by (i) presenting relevant topics in recognized as such by the respondents. Because
sufficient and relevant detail and by (ii) such unpaid activities tend to be primarily
providing statistics according to relevant performed by women, their exclusion can result
descriptive variables, e.g. personal and in an underestimation of women’s participation
family circumstances, work environment in the labour force and their contribution to the
and institutional setting. economy.
Some issues relating to the above-mentioned To improve coverage of these activities, one
requirements are described below. approach involves the use of a list of activities
that qualify as ‘employment’. For example, the
a) Political will
2005/6 Labour Force Survey of Pakistan uses a
It is noteworthy that the list begins with the need list that includes examples of home based
for “political will”. To truly mainstream gender activities such as agriculture, milling and other
in labour statistics, it is necessary to go beyond food processing, handicrafts, construction and
the simple requirement of disaggregation of major repairs, fetching water, collecting firewood
labour statistics by sex and focus on the deep and and specific personal or community work
complex issues which must be addressed in the activities (see also Box 3.8 in the Section on
development of statistics on the (perception of) Survey Design and Content in Chapter 3).
economic roles of women and men. The changes Another approach involves adding one or two
required are far-reaching and political will is extra questions relating to unpaid activities to the
needed to achieve them. An examination of conventional labour force questions. For
national labour statistics in terms of these four example, Bulgaria includes a specific question on
requirements is an important exercise in planning the production of agricultural or other goods for
a country’s gender statistics programme. It will household consumption in its Labour Force
reveal the strengths and weakness of the statistics Survey (see question n.3 in Box 4.2).
currently available and the need for and
c) Definitions and measurement methods
feasibility of improving them.
An important issue involves the definitions and
b) Full coverage of all activities and work
measurement of the not currently active
situations
population. Usually a lot of attention is given to
The challenge underlying the second requirement describing and measuring the employed and
is that the productive activities of women are unemployed populations. However, the category
different than those of men and they tend not to “not currently active” is equally important,
be described fully by the standard topics covered especially from a gender perspective. Subpopulation
in labour statistics. Therefore, the contribution of groups within this category should be considered.
women to the national economy is often subject For example, higher unemployment rates for men
to underreporting. The purpose of this manual is than for women in countries with economies in
to give special attention to all topics which are transition do not necessarily mean that women
essential in fully describing women’s productive are more successful in finding employment, nor
activities and their differences to men’s. This less interested in entering the labour market.
section focuses on the productive activities
defined by the SNA within its production
boundary. These comprise those activities which
“other personal service workers not elsewhere strongly influence their participation in the
classified.” ISCO has recently been updated to labour force (in different ways). In societies
take into account developments in the world of practicing polygamous marriages, a variable
work since 1988 and to make improvements in which deserves attention is the rank among
light of experience gained in using ISCO-88. The wives. Type of household (e.g. single parent,
updated classification was adopted in December female headed, etc.) to which the person belongs
2007 and is known as ISCO-08. The section of is also a useful descriptive variable.
the classification dealing with clerical support
workers has been reorganized to provide more
meaningful detail for occupations in which large 4.3 Informal employment
numbers of women are employed (ILO 2008b). 4.3.1 What it is
There are also biases in the application of the Informal employment and the related concept of
Status in Employment Classification. employment in the informal sector are relatively
Employees hold paid employment jobs: they new topics in labour force statistics that aim to
work for an employer and receive compensation capture different aspects of the informalisation of
for their work which is not directly dependent on employment (Hussmans, 2003). In 1993, the 15th
the revenue of the unit for which they work. All International Conference of Labour Statisticians
others hold self-employment jobs, where the (ICLS) adopted an international statistical
remuneration is directly dependent on the profits definition of employment in the informal sector
derived from the goods and services produced. to refer to all jobs in informal sector enterprises;
Those who work in their own business or farm are that is, in small16 and/or unregistered, private
defined as employers if they engage at least one unincorporated enterprises with no complete sets of
employee to work for them in their business on a accounts17 engaged in non-agricultural activities18
continuous basis and own-account workers if that produce at least some goods or services for
they have no employees. Contributing family sale or barter. Examples of persons employed in
workers help a member of the family run a informal sector enterprises include self-employed
business or farm, usually without pay. They street vendors and self-employed outworkers
cannot be regarded as partners, because their (home-based workers) if their enterprises meet
degree of commitment to the operation of the the criteria of the informal sector definition.
establishment is not at a level comparable to that
of the head of the establishment (ILO 1993). Since not all forms of informal work take place
However, women working in the family within informal sector enterprises, in 2003 the
business, farm or shop are often counted 17th ICLS agreed to complement this enterprise-
automatically as contributing family workers based concept with the broader job-based concept
even when they are working on an equal footing of informal employment. This latter concept places
with their husbands. In such cases, international emphasis on the conditions of employment rather
classifications recommend they should be than on the characteristics of the enterprise to
identified as employers or as own-account define informality of employment. Informal
workers (as their male counterparts). employment is thus defined as the total number
of informal jobs, whether carried out in formal
Statistics on the structure and characteristics of sector enterprises, informal sector enterprises, or
the labour force should be disaggregated by households, during a given reference period. It
contextual variables which reflect the workers’ captures all employment that is not regulated or
personal and family situations. This will explain protected. Those working in informal jobs include
the labour force participation and activities of unregistered employees who do not have explicit,
women as compared to men in a more holistic
way. Variables related to men’s and women’s 16
Less than 5 employees was later recommended for
personal and family circumstances include their international reporting.
age, their level of education, whether there are 17
These are enterprises owned by individuals or households that
children in the household who need care, whether are not constituted as separate legal entities independently of
their owners, and for which no complete accounts are available
there are adults requiring assistance in the that would permit a financial separation of the production
household etc. All these factors constrain the activities of the enterprise from the other activities of its owners.
18
time and energy which women and men can Including secondary non-agricultural activities of enterprises
dedicate to “economic” work. In many societies, in the agricultural sector.
men’s and women’s marital status will also
written contracts and, as a result, are not subject • own-account workers working in their own
to labour legislation, but are not limited to these. informal sector enterprises
They also include workers who do not benefit • contributing family workers (irrespective of
from social protection, paid annual leave, sick whether they work in informal or formal
leave or pension schemes even though they may sector enterprises)
have regular contracts. Sometimes these types of
• members of informal producers’ cooperatives
jobs are referred to as non-standard, atypical or
(where they exist)
precarious.
• own account workers engaged in the
Informal employment thus comprises a large and production of goods exclusively for own
diverse group of workers which can be divided final use by their household (if considered
into the more homogenous categories, informal employed).
self-employment and informal paid employment, Informal paid employment refers to employees
according to status in employment19. Box 4.3 holding informal jobs, employed by formal or
presents the conceptual framework developed by informal enterprises or households. Employees
ILO. are considered to have informal jobs if their
Informal self-employment derives directly from employment relationship is, in law or in practice,
the characteristics of the enterprise, or from the not subject to national labour legislation, income
status in employment itself, and includes: taxation, social protection or entitlement to certain
• employers working in their own informal employment benefits (e.g. advance notice of
sector enterprises dismissal, severance pay, paid annual or sick
leave).
Box 4.3: Conceptual framework for informal employment
To arrive at a standard definition ment, the characteristics of the job their employment relationship is
for informal employment, a cannot be separated from those of subject or not to national labour
conceptual framework was the enterprise. Only employees, or legislation, income taxation, social
developed by the International persons in paid or wage employment, protection or entitlement to certain
Labour Organization in 2002*. Jobs can be either in formal or informal employment benefits.
are classified according to status in employment: it will depend on whether
employment, an important
classifying variable which helps Jobs by status in employment
identify the type of job and nature of Production units by type
employment, thus facilitating the Status in
identification of persons in informal employment Formal sector Informal sector
Households**
employment. enterprises enterprises
19
See end of section 4.2.4 for status in employment definitions.
Informal paid employment is common among the These, according to the OECD’s handbook for
following categories of employees, provided that measuring the non-observed economy (OECD,
their employment relationship fulfils the criteria 2002) include:
specified in the definition of informal • underground production, i.e. legal activities
employment: which are concealed from public authorities
• employees of informal enterprises (although to avoid paying taxes or social security
these may also be in formal employment, contributions (sometimes referred to as
depending on their conditions of employment) “hidden economy” or “black economy”)
• casual or day labourers • illegal production, such as drug dealing,
• temporary or part-time workers prostitution, smuggling of goods, which may
or may not be included in statistical or fiscal
• paid domestic workers
reporting
• unregistered or undeclared workers
• industrial outworkers (also called home- • informal sector production, i.e. activities of
workers). the informal sector which are legal but are
based on unofficial relationships and may
As the term informal employment is a broad
not be registered because of their small scale
concept, users of statistics tend to fail to
in production
distinguish the informal employment and
employment in the informal sector. The • production of households for own final use
following diagram (Figure 4.1) shows how there which results in goods or services which are
is an overlap between informal employment (the consumed or capitalised by the households
purple oval) and employment in the informal that produced them.
sector (the green oval), but there can be informal Obviously, there is an overlap between the
jobs outside the informal sector as well as formal informal sector and the non-observed economy,
jobs within the informal sector, although these since there are non-observed activities which are
are less common. Some users of statistics not within the informal sector as well as activities
sometimes use the notion of employment in the of the informal sector which are not within the
informal economy which corresponds to the sum non-observed economy (UNECE, 2008e). For
of employment in the informal sector and example, a household that lets a room to tourists
informal employment outside of the informal or a teaching assistant may be part of the
sector (the intersection of the green and purple informal sector but observed. Street traders or
area). taxi-drivers may be both not observed (i.e. not
Confusion may also arise with reference to the measured in the official statistics) and informal,
non-observed economy, which refers to the part although the situation will be different depending
of the economy difficult to measure, that is, to on the country.
productive activities that may not be captured in In practice, it may not always be easy to draw a
the basic data sources used for national accounts clear line between underground, informal and
compilation. illegal activities. Nevertheless, it is widely
known that in developing and transition
Figure 4.1 countries, most informal sector activities are
Total employment neither underground nor illegal, as they represent
simply a survival strategy for the persons
Informal Employment in the
employment informal sector involved in them and for their households. This
facilitates the conduct of surveys on the informal
sector in these countries (Hussmanns, 2003).
Informal jobs in Informal Formal jobs of
formal sector or jobs in employees in
in households informal informal sector
sector 4.3.2 Why it is important
Informal jobs, within and outside informal sector
enterprises, are an important source of
employment and a main contributor to economic
growth in many developing countries. Whether
employed population was in informal employment poverty, detailed informal employment statistics
with roughly similar proportions of employed should also be used to inform poverty reduction
women and men in these jobs (39 per cent for strategies and programmes.
women in contrast to 38 per cent men) (see ILO
Finally, detailed statistics on informal employment
& RoM, 2004). However underlying the
can be used to support the Millennium Development
similarities in general rates are very different
Goals (MDGs) monitoring process. Informal
types of work. When each of the standard
employment is a key category specified in a
classifications of economic activity are
background indicator “gender differences in the
disaggregated by sex and formal/informal
structure of employment” recommended by the
employment, new information is revealed about
Gender Indicators Sub-group of the Inter-Agency
the highly gendered nature of work. The Moldova
and Expert Group on the MDGs for monitoring
data show that while men are more often than
progress in achieving women’s equality and
women engaged in agriculture, forestry and
empowerment, the goal of MDG 3. This indicator
fishing, men predominate in formal employment
presents data on the employment of women and
in this branch of economic activity while women
men in the agricultural and non-agricultural
are in informal employment. Further,
sectors, formal and informal employment and in
disaggregation showed that as much as 80 per
the various statuses in employment categories
cent of women’s employment in the informal
separately (see Box 4.4 for presentation of
sector is in the traditional branches of agriculture,
indicator).
forestry and fishing rather than the potentially
more lucrative branches of economic activity. This broader indicator was considered necessary
Women’s economic activity tends to be in the given problems in interpreting the employment
small subsidiary plots (which are not registered as indicator for MDG 3, non-agricultural wage
agricultural holdings) of households, on which employment.
they produce agricultural goods wholly or partly
In many developing countries, non-agricultural
for the market.
wage employment is only a small percentage of
The general category paid employment also total employment. Moreover, it includes various
conceals important differences in the quality of types of employment which vary in terms of
employment for women and men. An ILO study earnings, social protection and security. These
in five countries of Eastern Europe found that features underlying the indicator make it difficult
women tend to be disproportionately represented to interpret any change in women’s share of non-
in flexible working arrangements such as part agricultural wage employment as progress or lack
time work (often involuntary) and employment on thereof. The more detailed and comprehensive
fixed term contracts (Caze & Mesporova, 2003). information provided by the background indicator
These types of employment are generally “gender differences in the structure of
connected with lower quality employment and employment” will facilitate monitoring whether
insecurity since they typically do not carry progress is being made.
adequate social protection.
In addition to making visible the gendered nature 4.3.4. Implications for data collection
of employment, detailed statistics on informal
More and more countries are collecting data on
employment and informal sector employment can
informal employment, within and outside the
be used in the design of evidence- based policies
informal sector. Among these are several
aimed at improving the employment situation of
countries in transition which for the first time are
women and men, including their employment
undertaking Labour Force Surveys. Even when a
conditions, legal and social protection, as well as
country has not specified informal sector
access to training and to such economic resources
employment and informal employment as
as credit and microfinance. In addition, such
objectives in a data collection effort, it may be
statistics can also inform policy aimed at
possible to produce basic tabulations on these
increasing the productivity of informal economic
variables, provided appropriate questions for
activities; organizing informal workers; and
their measurement have been included in the
implementing appropriate regulatory frameworks,
survey questionnaire
governmental reforms, urban and rural development
schemes, and so on. Because of the linkages
between informal employment, vulnerability and
activity. For example, all tables in the Moldova employment. Further, additional tables are
report referenced above are presented using formal disaggregated by type of unit: formal sector
and informal employment and sex as basic enterprises, informal sector enterprises and
categories of disaggregation, including branch of households.
economic activity, occupation, status in
Box 4.5: Questions relating to informal employment and informal sector: Moldova Labour Force Survey as
from 2003
For the identification and description 2. Payment by the employer of social
of production units (enterprises) contributions for the employee
considered as belonging to the informal d) Kind of work place: (yes; certainly; possibly; no;
sector the following additional - Home of the interviewed person does not know)
questions were introduced in the LFS - Enterprise, plant, factory, office,
questionnaire: shop, workshop, etc. separate 3. Possibility to benefit from paid
from the person’s home annual leave (yes; no; does not
a) Legal organization of the know)
enterprise, in which the - Farm or agricultural land
interviewed person was 4. Possibility to benefit from paid
- Client’s or employer’s house
employed: sick leave in case of illness (yes;
- Construction site no; does not know)
- Enterprise, organization, - Market or street stall
institution (with the status of a 5. Possibility to benefit from
- Without fixed location maternity leave in case of birth of
legal person)
- Other (specify). a child (yes, certainly; possibly; no;
- Individual agricultural enterprise does not know; not applicable);
- Individual enterprise or Only questions a) and b) were used to
partnership (without status of a define employment in the informal Only questions 2, 3 and 4 were used
legal person) sector. to define informal paid employment.
- Individual work activity (own- All of these questions were asked in A question on the permanency of the
account worker) respect of the respondents’ main job (permanent vs. temporary job)
- Private household activities as well as secondary had already been included in the LFS
activities. These questions were questionnaire prior to 2003.
- Does not know. addressed to all employed persons
except household producers of These questions were only addressed
b) Registration of the enterprise: to employees. (As from 2004, all the
agricultural goods. For producers of
- Registered agricultural goods exclusively for own questions were asked in respect of
- In the process of registration consumption by their household a the main and the secondary job.)
- Not registered question was added on the number of In addition, a probing question referring
hours worked in this activity during to the most common types of informal
- Does not know.
the survey reference week. Persons activities in the Republic of Moldova
c) Size of the establishment who had worked less than 20 hours in was included among the lead survey
(number of persons engaged): the production of agricultural goods questions to identify persons
- 1-4 exclusively for own consumption by employed during the survey
their household, were not considered reference week and on the
- 5-9 as being employed. engagement in secondary activities.
- If less than 10: Exact number of This was because persons could only be
persons engaged in the Regarding the identification of
employees in informal employment classified as being employed in the
establishment. informal sector or in informal jobs, if
the following additional questions
- 10-19 were introduced in the LFS they had been identified as employed
- 20-49 questionnaire for testing: persons in the first place. Unless such
a probing question had been included
- 50-99 1. Type of employment contract or in the survey questionnaire, there
- 100-199 agreement (written; oral) would have been a risk of informal
- 200 and more activities not being reported by
respondents as employment.
- Does not know.
Volunteer work also provides employment concepts on the productive activities carried out
training, offers pathways into the labour force, by households.
delivers health services, builds social capital and
The sheer extent of the unpaid work can be well
offers a sense of self-fulfilment to the volunteers
demonstrated by looking at its value to the
themselves (ILO 2008b).
countries’ GDPs For example, the ratio of the
4.4.3 The value-added of statistics value of unpaid work to Australia’s GDP in 1997
ranged from 43% to 62% depending on the
Measuring unpaid work was one of the major
valuation method used, with the female
challenges to governments that came out of the contribution to the value of unpaid household
United Nations Third World Conference on
work being around 65% (ABS 2000). According
Women in Nairobi in 1985 as well as the United
to Statistics Estonia, the value of unpaid work in
Nations Fourth World Conference on Women in
Estonia in 1999-2000 ranged from 27% to 58%
Beijing in 1995.
of GDP (Statistics Estonia 2006). In Korea in
The Beijing Platform for Action calls for national 1999 it ranged between 30% and 53% of GDP21.
and international statistical organizations to
Box 4.7 shows an example, based on the United
improve data collection on the full contribution
Kingdom’s Time Use Survey, of how much time
of women and men to the economy, which can be
women and men spend on different types of
better quantified by measuring unpaid work
unpaid domestic work.
disaggregated by sex and by reflecting its value in
satellite accounts to the GDP, as suggested by the
SNA (see point f) iii) in Box 4.6).
The methodological proposal (EC 2003) by
Eurostat on household satellite accounts is a 21
ESCAP, Time-use data and valuation of unpaid work -
contribution to international efforts to measure Measuring the value of unpaid work, in Integrating Unpaid Work
unpaid work. The proposal aims to achieve the into National Policies, UN New York 2003.
harmonization of methodologies and to improve
4.4.4 Implications for data collection the construction of satellite accounts, while
organizations’ field of work are to be coded by
The major source of data used to shed light on
industry, using the International Standard
women’s and men’s participation in unpaid work
Industrial Classification of All Economic
is a Time Use Survey, which has been described
Activities.
in detail in chapter 3, section 4. Time use data are
uniquely able to measure comprehensively the
different activities of women and men. This 4.5 Reconciliation of work and
approach helps to bypass the economic/non- family life
economic dichotomy imposed by national
accounting. 4.5.1 What it is
Because of the relatively resource-intensive Reconciliation of work and family life is a term
nature of Time Use Surveys, they will, at best, often used in the context of employment policies
only be done at about five-yearly intervals. In which have the aim of helping workers combine
interim years or where the implementation of a paid work and unpaid care responsibilities,
time-use survey is not feasible, data may also be especially women who may otherwise not be
collected by a series of questions added to a able to participate fully in the labour force. It also
census or a Labour Force Survey. For example, may refer to the relationship between different
since 1996 the Canadian Census had included a activities and the time devoted to them, relating
few questions about unpaid work; in particular, not only to work and the family but including
time spent caring for children and elders and time social life, personal development and civic
spent on unpaid domestic work (see Box 4.8). participation (European Foundation for the
Improvement of Living and Working Conditions,
To measure volunteer work, the ILO 2006), or activities which may fulfil the need to
recommends adding a specific supplement to relax or exercise. Furthermore, bearing the co-
national Labour Force Surveys on a periodic responsibility for sharing the demands of family
basis: the Recommended Core Survey Manual on life within the household is an important element
Volunteer Work (ILO 2008a). The Module is in the balance between the various aspects of life
included in the Annex to the ILO publication. of an individual.
The suggested items are considered the minimum 4.5.2 Why it is important
needed to be able to portray the economic scale
of volunteer work and to integrate volunteer As yet, the concept of co-responsibility within
work into the satellite accounts on non-profit households for unpaid household service work
institutions, as called for by the United Nations. (that includes caring for children) is far from
widely implemented. Women are most often
Within the Recommended Module, respondents
faced with difficulties to balance paid work time,
are asked to identify any activity in which they
family time (burden vs. co-responsibility) and
have engaged over a specified recall period that
free time. This family time is therefore a major
fits the definition of volunteer work cited above.
constraint on women’s participation in the labour
They are then asked for each such activity in turn
force, since it is women who do most of the
a series of questions about the frequency, amount
unpaid care work. While women’s employment
of time, type of work, and whether the activity
rates are generally lower than men’s, the extent
was done for (or though) an organization,
and form of their participation is highly
specifying its field of work. The term “volunteer
connected to their marital status and on whether
work” itself is not used, since this may be
they have small children or other persons
interpreted differently in different contexts, while
requiring care in their households. This is not the
examples of volunteer activities are given. The
case for men. In fact, in most of Europe, women
reference period to recall volunteer activities is
without children have higher employment rates
recommended to be four weeks, if the module is
than women with children, while the opposite is
conducted once a year or less, with an additional
true for men (Eurostat 2005b).
prompt to capture activities done only once or
twice a year. It can be shorter if included The increasing labour market participation of
regularly in continuous Labour Force Surveys. women, as well as changing family forms and an
Responses on type of work are to be coded ageing population have made the reconciliation
according to the International Standard between work and family life one of the major
Classification of Occupations, in order to help in topics on the European social agenda (ibid). Lack
Different types of policy initiatives which promote Labour Force Surveys provide basic data on
such reconciliation have been implemented in economic activity status and employment
Europe. Not only childcare services, but also characteristics, working time, including reasons
leave facilities (such as parental leave, career for working part-time, together with
breaks or reduction in working time), flexible demographic characteristics and household
working arrangements (such as part time, flexitime, composition, which are one component of the
balance between work and family life, but alone
are not sufficient.
22
For information on the new Common Objectives from 2006,
see http://ec.europa.eu/social/main.jsp?catId=755&langId=en.
Box 4.9: Time spent on paid and unpaid work by men and women in Canada
Time spent on paid and unpaid work by men and A comparison of data from On the work-life balance,
women in Canada 1986 and 2005 time-use surveys carried out Statistics Canada notes that
in 1986 and 2005 by Statistics in couples where both
Average hours per day
Canada showed that women, partners work full-time and
10.0
in general, do most of the who have dependent children
9.0 housework and tend to feel at home, only 52% of women
8.0 more time-stressed than men felt satisfied with their work-
7.0
do. However, things appear to life balance. In contrast, 71%
3.3 4.4 be changing in recent times. of their male counterparts
6.0
6.3 Now more men are juggling were satisfied. This suggests
5.0 6.1 household chores and paid work that women face more
4.0 duties, while women are challenges in finding the
2.8
2.4
spending more time at the right balance between work
3.0
office. As a result, the gap and family, especially
2.0 1.4 between men and women in because of the heavier burden
1.0
1.0 2.0 1.9 the division of labour is still posed on their shoulders in
1.1 1.1
0.0
there, but it is slowly getting terms of household-related
Men Women Men Women narrower, as can be seen from tasks.
the graph.
1986 2005
Box 4.10: Specifications of the 2005 ad hoc module on reconciliation between work and family life included in Labour Force
Surveys in the EU
• Main type of childcare used for closed or when the carer is on • Possible to organise working time
own/spouse's children up to 14 holidays: Person took days off or in order to take whole days off
while person is working (apart reduced the number of hours for family reasons (without using
from compulsory school; normal worked or took other special holidays and special leave)
week omitting school holidays arrangements at work over the • Time off from work taken over
and emergency arrangements) last 12 months to care for the the last 12 months for family
• Person takes regularly care of children sickness or emergencies (without
other children up to 14 or of ill, • Main reason (linked with care of using holidays)
disabled, elderly relatives/friends ill, disabled, elderly relatives/ • Parental leave taken over the
aged 15 or more in need of care friends aged 15 or more in need last 12 months for own children
• Wish to change the organization of care) for not working or not living in the household
of his/her working life and working more
• Main reason for not having taken
his/her care responsibilities • Possible to vary start or/and end parental leave for own children
• Main reason (linked with of working day for family reasons living in the household over the
(at least one hour) last 12 months
childcare) for not working or not
working more
• During school holidays or when See Source for available multiple choice responses to each question.
the usual childcare services are Source: European Commission (2004).
To provide data on the reconciliation of work and further questions in relation to reasons for not
family life, the European Union developed an working or not working more, availability of
“ad hoc” module to be included in Labour Force flexible work practices, and use of special and
Surveys across the EU countries in the 2nd parental leave (see Box 4.10).
quarter of 2005. It was asked of persons aged 15-
The other essential component of reconciliation
64 with a child aged under 15 living with them.
of work and family life is unpaid household
The module established the type of childcare
service and volunteer work: the major source of
used, if any and whether the person voluntarily
data used to shed light on women’s and men’s
took care of ill, disabled, elderly relatives or
participation in this kind of work is Time Use
friends aged 15 or over. Such persons were asked
Surveys, which have been described in detail in
whether they would like to change the
chapter 3, section 4. Using this source it is
organization of their working life and care
possible to analyze the relationship between
responsibilities, by reducing or increasing caring
unpaid work and labour force participation of
time. The person interviewed was then asked
Box 4.11: Specific questions on reconciliation of work and family life in the Italian Time Use Survey
Time Use Surveys are carried out in • Interest in working at home • Reasons for not having
Italy every five years. For the 2002- (telework) benefited of parental leave
2003 edition, the Department for • Reasons for working or for
Equal Opportunities requested the • Use during the past 12
wanting to work at home months of a leave to care for
National Statistical Office (Istat) to (telework)
insert an ad hoc module on the a sick child
reconciliation of work and family life • Use of (mandatory) maternity/ • Number of days of work leave
in the individual questionnaire. This paternity leave taken to care for a sick child
included questions on the following: • Number of days of maternity/ during the past 12 months
• Full-time or part-time job paternity leave Other questions already included
• Type of part-time work (reduced • Main remuneration during in the questionnaire address the
work hours every day or fewer maternity/paternity leave relationship and overlap between
work and family life,
days/weeks /months) • Use of daily paid work leaves
complementing the data on time
• Reasons for having chosen a part- (“breastfeeding leaves”)
use: employed persons are asked
time job following the birth of a child
whether they spend their working
• Reasons for not wanting or for • Use of (optional) parental leave time with other family members,
not being able to work full time • Number of days taken for parental whether they work outside their
• Availability of full-time workers to leave usual workplace or usual working
work: part-time; in shifts; in the hours (at home, in the free time,
• Main remuneration during parental during holidays etc.), the
evening; at nights; on Saturdays;
leave frequency with which this happens
on Sundays
and the reasons for it.
• Main need whereby work hours
are organised Source: ISTAT (2007) and Time use questionnaire, 2002-2003
• On what type of family need are http://www.istat.it/strumenti/rispondenti/indagini/famiglia_societa/usodeltem
work hours organised po/2002_2003/
various household members, as well as the Finally, a source which may be useful is the EU
division of labour and sharing of tasks inside the Survey on Income and Living Conditions (EU-
household. Sequences of work episodes and how SILC), conducted on an annual basis, which
they interact with other activities can also be provides information on the use of different child
studied. Time that is connected with work, such care arrangements, including informal ones (e.g.
as time spent commuting between work and grandmothers or nannies).
home when no productive activity for the job is
Also, data on number of children in early
performed, which is excluded from estimates of
childhood care and on children enrolled in pre-
working time, is more accurately represented
primary education, in order to monitor the
through the diaries used in Time Use Surveys,
Barcelona targets for childcare, are generally
rather than through labour force survey
obtainable from administrative sources. It should
questionnaires. This can and should be taken into
be kept in mind that sometimes data on childcare
account from the perspective of a balanced life.23
are not easily comparable across countries due to
In some time-use surveys interviewees are also the fact that each country has its own
asked about how satisfied they are with the use combination of childcare arrangements (such as
of their time, how they perceive their quality of day care centres, family-type care, child-minders
life, and whether they experience any feelings of at home, pre-school education). In some cases,
time stress. This can be related to the actual non-enrolment may be due to preferences for
distribution of time between different activities other informal types of care at home, and not
connected with work, family and free time. necessarily on availability, so data on use of
formal childcare facilities should be analyzed in
Box 4.11 gives an example of how some questions
combination with survey-type data on reasons for
specific to the reconciliation of work and family
use or not use, including affordability and
life were introduced in the Italian Time-Use
availability of paid leave.
Survey, complementing the data on time use.
Some data which may be useful to complete the
23
picture on reconciliation of work and family life
M.C. Romano, Reconciliation of work and family: the
additional value of Time Use data.
is still lacking. For example, the quality of
childcare plays an important role in the decision
on whether to use childcare services or not. goals of various sources. For example, not all
Indicators on group size, the ratio of children to countries in the UNECE region use the standard
carers and their qualification may be useful. guidelines of the International Labour Organization
Also, more information is needed on take up of (ILO) for defining self-employment (see status in
parental leave by women and men and the employment categories in section 4.1).
consequences, to calculate for example a return
rate of leave takers to work. Statistics on legal 4.6.2 Why it is important
provisions to request or switch between part-time
and full-time work may shed light on the extent Entrepreneurship is an important factor in the
of flexibility that women have when deciding to national economy for creating and increasing
enter or leave full employment (European employment opportunities and fuelling economic
Commission 2005a). growth and innovation (OECD, 2006a).
Entrepreneurship is viewed as a critical activity
4.6 Entrepreneurship to regenerate and sustain economic growth in
strong economies and also as a means of
4.6.1 What it is boosting employment and productivity in
deprived regions or in developing countries, as it
There is no commonly accepted definition of
is an important source of job creation, career
entrepreneurship or entrepreneur and there are
opportunities and poverty reduction for both men
different understandings of the phenomenon. The
and women.
OECD has proposed a definition based on the
most important characteristics generally agreed According to the Global Entrepreneurship Monitor
upon by scholars, in order to facilitate Report on Women and Entrepreneurship (Allen
measurement and the design of valid indicators et al., 2006),24 regardless of country, men are
which can be compared across countries. more likely to be involved in entrepreneurial
According to this definition, entrepreneurship is
activity than women, and this gender gap is
the phenomena associated with entrepreneurial
greatest in the high-income country group.
activity, which is “the enterprising human action
Examination of entrepreneurial behaviour across
in pursuit of the generation of value through the
the globe yields a clear picture of a gender gap in
creation or expansion of economic activity, by
venture creation and ownership activity (Box
identifying and exploiting new products,
4.12 describes the situation in some transition
processes or markets”. Entrepreneurs are those
countries).
“persons (business owners) who seek to generate
value through the creation or expansion of A significant gender gap exists for both early stage
economic activity, by identifying and exploiting entrepreneurial participation and established
new products, processes or markets (Ahmad & business ownership. Women’s business is mainly
Seymour, 2008). concentrated in the areas of small-scale entrepreneur-
Definitions used by countries to collect and or ship, which primarily includes retail and service.
disseminate data on women’s and men’s In the Beijing Platform for Action, one of the
entrepreneurship include concepts such as owners, means of improving women’s employability, in
managers, self-employed, and employers. the context of increasing flexibilities in labour
However, different approaches are often used markets, is fostering women’s access to self-
when these concepts are defined and put into the employment and entrepreneurship. However,
context of entrepreneurship, as different policies aimed at supporting entrepreneurship
countries pursue different objectives through the development tend to be gender neutral.
measurement of entrepreneurship, but these should
be made explicit.
The owner or manager of an enterprise, its
executive director, or a member of its managing
board is usually considered entrepreneur. Self- 24
The Global Entrepreneurship Monitor (GEM) conducts a
employed people are also commonly considered harmonized annual assessment of the national level of
entrepreneurial activity across an increasing number of countries
to be entrepreneurs, but not all data sources (54 in 2009). It produces reports on three special topics: High
include self-employment in their definition of Growth/High Expectation Entrepreneurship; Financing; and
entrepreneurship. Self-employment itself can be Women and Entrepreneurship.
defined in multiple ways according to the different
Women entrepreneurs are less share of self-employed in agriculture activities had widened during the 1990s.
numerous than men in all transition (women 17.4% and men 32.6%).The These trends reflect a loss of potential
countries. In countries for which gender gap in entrepreneurship was for job creation and growth as
there are data, men start their own even higher in Slovakia and Slovenia, shown by many developed countries,
businesses twice as often as women. where women’s share was respectively where women-run enterprises are the
In 2000, only 9% of employed women 4.1% (vs. men 10.9%) and 6.5% ( vs. most dynamic among SMEs. In 2002,
were entrepreneurs in the Czech men 15.3%). These proportions were women-owned firms in the US
Republic as compared to 18.8% of slightly higher in Bulgaria, Croatia, employed nearly 9.2 million workers,
men. The situation was similar in Estonia, Latvia and Lithuania. In most up 30% from 1997, which reflects a
Hungary (women 9.6% and men countries, however, the gap between growth rate that is between one-and
18.7%) as well as in Romania, though men and women in entrepreneurial one-half times the national average.
the proportion of self-employed
women is higher due to the larger Source: UNECE, Women entrepreneurship in Eastern Europe and CIS countries, 2004
The OECD notes that the reduction of women’s entrepreneurs in the national economy.
barriers to market access, the improvement of • Provide a better understanding of female and
their position within the value chain and the male participation rates in entrepreneurship
enhancement of their productivity is likely to and its sectoral specifications.
benefit local, national and regional economies as
• Provide a better understanding of the factors
well as households (OECD, 2006b). Overall, the
that influence entrepreneurs.
data shows that women entrepreneurs across all
types of countries and economies have an • Incorporate a gender entrepreneurial dimension
important social and economic impact through in considering all SMEs and growth policies
creating jobs for themselves and for others (see (e.g. the administrative burden in the form of
Box 4.13). taxes and accounting etc.; addressing women’s
and men's financing needs for all stages of
In order to attain the objectives of further business; policy coordination and leadership;
implementing the United Nations global mandate promotion; training and mentoring; business
on gender equality by promoting the economics support and information; associations and
of gender as a factor of sustained growth, it is networks; regulatory and legal environment;
important to incorporate the gender technology access and utilisation: R&D and
entrepreneurial dimension in considering all innovation).
Small and Medium Enterprise (SME) and growth • Make mainstream polices, research and
policies.25 programmes gender sensitive and take into
account the specific needs of women and
4.6.3 The value-added of statistics men entrepreneurs at their start-up and
growth-oriented stages.
In order to develop policies that take into
Monitor the effectiveness and impact of
consideration their different impact on women
government policies, programmes and initiatives
and men entrepreneurs, policy makers need
on SMEs and entrepreneurship development.
accurate, comparable and reliable sex-
disaggregated data on financing, training, Specific analysis of gender effects in
regulatory and legal environment of entrepreneurship are still at the early stage. It is
entrepreneurship, as well as on demographic important that sex, as a fundamental variable,
characteristics of entrepreneurs, who they are, immigration, and the age of the entrepreneur are
what kinds of businesses they run, and how identified. While statistics generally serve to
women are faring compared to men. Gender gauge the effects of past policy decisions, they
statistics on entrepreneurship can be used also assist investigation of future policy options.
effectively to: If, for example, entrepreneurship statistics yield
• Show the role and value of female and male diverging results by gender, then future policy
measures could accordingly be more
appropriately directed towards women or men.
25
Declaration for the Sixtieth Anniversary of the UNECE, 26
April 2007, Geneva
Box
Box 4.13:
4.14: Economic
Conceptual impactdeveloped
framework of womenbyentrepreneurs*
OECD--Eurostat Entrepreneurship Indicators Programme
the OECD
9. survival rates after 3 and 5 years,
Canada,
The 2000. There
OECD-Eurostat are more than
framework for 4.Germany,
business 2000.
churnThere
(the are a totalofof Sweden, 2001. Women start 28% of
addition
821,000 women
measuring entrepreneurs
entrepreneurship and
focuses 1.03 million
birth rates); businesses 10.
women-owned
and death newbusiness
firms ownership
and employ rates
on average
they
on: contribute
i) factors to the
that impede economy
or motivate in Germany. Women owned
5. net business population growth (a and 0.6
11. full time
business employees
ownership compared
start-up ratesto
with more than
entrepreneurship 18,100 billion
(determinants); ii) managed
measurebusinesses have deaths);
of births minus an annual 12. 1.7the
for value-added
men (ITPS, 2002).
share of young
Canadianthat
measures dollars annually.
provide Between
indicators of turnover of at least €16,620, and firms,States, 2002. Women owned
6.provide
the number of2firms aged 3 and 5 United
1981 state
the and 2001, the number of
of entrepreneurship jobs for million employees.
years old as a proportion of all andthe
13. managed firms productivity
average represent 28% of of
women entrepreneurs
(entrepreneurial performance);increased
and Their turnover is in total €232 billion,
firms with employees; thebirths,
total 23 million
deaths, firms
small andyoung
and they
208%,
iii) compared
outcomes with of a that
(impacts) 38% approximately 6% of the overall
provide
firms employment for 9.2 million
and their contribution to
increase for on
performance men.
theIneconomy
2000, average
as a 7.turnover
the percentage
or 11% ofofemployees in 3
the turnover
people, i.e. 9%growth,
productivity of all private sector
annual
whole sales
(see for female-owned
Figure, which also lists SMEs
the and 5 year-old
gained by owner firms;
managed firms.
employment (OECD, 2003b).
(311,289
various CAD) are Recognizing
subcategories). significantly 8.(Kay, average size of 3 and 5 year- 14. the innovation and export per-
the2003).
lower than for asmale-owned
entrepreneurship SMEs
a multi-faceted old firms; formance of small and young firms.
(654,294
phenomenon, theCAD).
framework(Canadian
includes Source: OECD, 2004.
a Government, 2003). as measurable
range of indicators * These studies define women’s entrepreneurship as firms owned and managed
Figure: Topic categories for entrepreneurship indicators
proxies of different aspects of by women
entrepreneurship. In the first stage, Determinants
Entrepreneurial
performance Impact
the focus was mainly on indicators of
entrepreneurial performance, as
listed below: Regulatory R&D and Entrepreneurial Firm-based indicators Job creation
framework technology capabilities
1. employer enterprise birth rates
/ death rates (businesses with at
least one employee); Access to Market Employment-based
Culture Economic growth
finance conditions indicators
2. rates of high-growth firms
based on employment/turnover
growth;
Other indicators of
Poverty reduction
3. Gazelle rates based on entrepreneurial
performance
employment/turnover (young
high- growth businesses);
Sources: Ahmad and Hoffman (2008); OECD (2008), Figure 1.
The OECD (2004), in its research on women's women, are most likely to be excluded from
entrepreneurship, has shown that women’s existing policy measures designed to support self-
overall position in society affects their participation employment and entrepreneurship.
in entrepreneurial activities. Specific responsibilities
(e.g., family-related) need to be overcome for
4.6.4 Implications for data collection
them to have similar access to entrepreneurial
opportunities as men. To start with, women’s The gender dimension has traditionally been
overall participation in the labour force needs to completely absent from business statistics. Lack
improve. Furthermore, women may experience of sex disaggregated data makes it difficult to
problems in regard to ownership of property and have a comprehensive understanding of how
contract-related activities. policies impact on women’s and men’s
entrepreneurial behaviour. One of the main
A number of countries (Canada, Finland, etc.)
reasons is that for larger and particularly
have placed considerable emphasis on the
corporate businesses, it can be difficult to
development of entrepreneurship indicators
identify the entrepreneur.
within their national policy framework (OECD,
2006a).26 Available data sources are limited in The analysis of the role of gender in
their ability to differentiate adequately among entrepreneurship requires the availability of data
different types of self-employment. The lack of both at national and international levels. The
detailed information on the self-employed and most significant issue relates to the definition of
their businesses makes it difficult to target policies entrepreneurs. There was until recently a lack of
to those most in need of support. Specifically, common frameworks to define entrepreneurs.
informal micro-entrepreneurs, many of whom are Statistics have been produced largely in a
fragmented manner, suffering from a lack of
26
http://www.olis.oecd.org/olis/2006doc.nsf/linkTo/STD- comparability within and between countries.
CSTAT(2006)9
A joint OECD-Eurostat project (the Entrepreneur-
ship Indicators Programme) has attempted to
close this gap, by developing a standardized In order to understand what drives women’s
definition and a conceptual framework as a basis entrepreneurship and what are the consequences
for collecting comparable indicators of for the economy, three levels (individual, firm,
entrepreneurship (see Box 4.14). and business environmental level) should be
addressed (OECD, 2004):
Within this project, a manual on how to measure
entrepreneurship is also being prepared. A first The first level of analysis is at the individual
report was published presenting a first set of level. It is concerned with women’s participation
indicators on entrepreneurial performance in OECD in the labour force and self-employment as a
countries (OECD and Eurostat, 2008). career choice among other available options.
Unfortunately, the gender dimension is still Major questions relate to women’s entry in and
lacking, with no indicator by sex: the focus is on exit from self-employment.
enterprises rather than on entrepreneurs.
The second level of analysis is at the firm level.
It is difficult to translate the concept of That is, once women have engaged in business
entrepreneurship into gender-sensitive statistical activities, it examines how well they perform
measures using existing data collections. It is relative to men in terms of survival and growth
necessary to change the focus of the data from the of their respective firms.
characteristics of the enterprises to the
The third level of analysis is at the business
characteristics of the people managing/owning the
environment level. It is related to understanding
enterprises, including sex. Elements of the
how the business environment is supporting or
entrepreneurial role may be split across
obstructing women entrepreneurs.
shareholders, directors and other senior staff,
making it difficult to determine the impact of Relevant areas in the context of entrepreneurship
gender on entrepreneurship. The first major could be policy coordination and leadership, legal
international study to use this approach was the environment, promotion of women and men
Demographics of Small and Medium-sized entrepreneurs, role models, access to loans and
Enterprises project27 (see Box 3.15 in section premises, enterprise support and information
3.3.4). Another example is the one-off survey on centres, mentoring, networks, and training
Factors of Business Success carried out in 13 EU (Stevenson and St-Onge, 2005). Examples of
countries (see Box 4.15). issues which can be addressed within such areas
are listed below:
The most common sources for data collection on
women and men entrepreneurs are household Policy coordination and leadership level
surveys (usually Labour Force Surveys), • Have women and men been identified as
business (or enterprise) surveys, and specific groups in government’s SME policies?
administrative registers of enterprises (see
• Is the strategic framework for developing
Chapter 3 for a detailed description of these
SMEs gender sensitive?
sources). But each of these data sources uses
different categories when collecting information • Are women business associations represented
and each focuses on a different aspect of at government advisory level?
entrepreneurship. The resulting data is therefore not Promotion of women and men entrepreneurs
always comparable. Therefore, when using or
comparing statistics on entrepreneurship it is • Are there initiatives in place to recognise the
important to take into account the source of the achievements of women entrepreneurs?
data and what definition for entrepreneurship was • Is the media used to stimulate interest in
used. It would be valuable to have some entrepreneurship and promote it?
agreement on the type of information sources to • Are there role models of women entrepreneurs?
be used and a time frame (e.g. annually, three
Access to loans and premises
years, and one-off).
• Do women have equal access to financial
sources and premises for starting up/growing
27
Funded by the European Union and collected data on new a business?
businesses in central European countries during their transition to
market economies. For further information see European • Can women access finance beyond micro-
Commission (2008a) and credit as individual entrepreneurs?
http://forum.europa.eu.int/irc/dsis/dosme/info/data/en/index.htm
• Are there any difficulties in accessing finance • Is it easy to join a women’s business association
in rural areas? (easily accessible, free of charge, etc?)
• Are there any financial programmes targeting • Is business networking publicised?
specifically women entrepreneurs? • Do women’s business associations lobby
Enterprise support and information centres government on behalf of women
entrepreneurs?
• Is there a dedicated system of business
support for women entrepreneurs (women’s • Do these women associations exist in rural
desk in government, SME agencies, etc?) areas?
• Are there many women business advisors? It is also important aside from the demographic
• Is information easily available for women to characteristics of entrepreneurs to investigate into
access? their motivations and attitudes, the reasons for
entrepreneurship – are women’s and men’s goals
Networks similar, do they perceive success differently etc.
• Do women have networking activities and
access to main business and industry
associations?
70
Females
60
M ales
50
40
30
20
10
0
Being one's own M aking more Seeking a new Avoid Combining work Satisf act ion in Living from New Sole possibility Age of children Family t radit ion Reach Working as
boss money challenge unemployment & private life work hobby service/product t o carry out int ernational subcontract or
idea prof ession market f or f ormer
employer
70
60
Females
50
M ales
40
30
20
10
0
Contacts with Administration Financing Alone as Pricing goods Finding premises Outstanding Finding suppliers Suitable personnel Information Backing from
customers entrepreneur invoices technology family
Concerning start-up difficulties *The target population of the survey is defined – based on the concepts of
(Figure 2), gender differences are the Business Demography data collection – as an enterprise born in 2002,
rather small, but men cite more often which had survived to 2005 and which was still managed by the original
‘outstanding invoices’, and finding entrepreneur or founder.
‘suitable personnel’ as start- up
difficulties than women. ‘Alone as The survey was carried out from June 2005 to January 2006 by the National
entrepreneur’, ‘finding premises’, Statistical Institutes of 13 EU Member States (CZ, DK, EE, FR, IT, LV, LT, LU,
‘finding suppliers and ‘backing from AT, PT, SI, SK and SE) and two Acceding Countries (BG and RO).
family’ were mentioned slightly more Source: Eurostat (2006).
frequently by women.
at a decision-making level is much lower than hold level by which resources are allocated is
men’s in major institutions that are responsible vitally important for a family and a society. If
for conceiving and formulating ideas, determining there is gender inequality in household decision-
strategies and implementing fiscal, monetary and making then this affects the economic well-being
economic policies (see Box 4.17). The effective of women and children in the household. In such
participation of women in economic and financial households, women are dependent on their
decision-making is not only very low, but also husbands and are expected to perform certain
the gender dimension has been absent from labour and household obligations. Household
macroeconomic policies and decisions regarding decision-making affects many choices with
resource distribution, wealth creation and exchange. important consequences including the distribution
of income, education, medical and nutrition care,
Many decisions that affect the well being of
allocation of resources, the allocation of time,
individuals are made within families or households.
purchase of goods, fertility decisions, etc.
The gender equality in decision-making at house-
Box 4.16: Trends in women representation in political decision-
decision-making
decision--making level
Box 4.17: Women’s representation at an economic decision level in the EU*
Women’s representation at a decision- European Union, and continued by • ministers and deputy ministers/
making level is much lower than the Italian Presidency, represents a vice-ministers of the Economic
men’s in major institutions that are particularly interesting project to Ministries is 17.7%. There is much
responsible for conceiving and define and recommend a set of variation between countries –five
formulating ideas, determining appropriate indicators in this important of the EU Member States have
strategies and implementing fiscal, area of gender equality, with a 30% or more women ministers in
monetary and economic policies. The particular focus on indicators this area but nine have none at all.
effective participation of women in introduced by the Council of the • The proportion of women among
economic and financial decision- European Union in 1999 and 2003 as presidents of the trade union
making is not only very low, but also a follow-up to the Beijing Platform organizations at the European
the gender dimension has been absent for Action in 1995. Some results of level is 18.8%. The
from macroeconomic policies and this study illustrate inequality in representation of women in their
decisions regarding resource economic decision-making among governing bodies is 23.3%.
distribution, wealth creation and women and men (2007 data).
exchange. The European Commission’s • The proportion of women among
• The central banks of all twenty- the presidents /chairpersons of
Roadmap for equality between seven EU Member States are led
women and men (2006-2010) includes the highest decision-making body
by a male governor. The of the largest publicly-quoted
the promotion of equal representation proportion of women among
of women and men in decision- firms on the national stock
members of the decision-making exchange is only 2.9%. Among all
making as one of six priority areas bodies of the Central Banks is 16%.
for action. members of the highest decision-
• The proportion of women among making body it is 10.3%.
The study and data collection on
female representation in economic *Source: European Commission (1999) and European Commission (2008).
decision-making centres started in
2003 by the Greek Presidency of the
usually collect data on the proportion of women structure, is seen as an indicator of decision-
and men who vote, but this data source will not making, but this should be avoided: it is often
provide information on differences affecting the misleading and may not represent the real locus
voting behaviour of women and men. For of decision-making.
example, this issue was examined in Ireland28
The popularity of the concept of household head
where a national module on voter participation
might be partially due to the fact that many
was attached to the Labour Force Survey after
people see it as an indicator of decision-making.
the general election in 2002. The results showed
In particular, where survey instructions to the
that broadly similar proportions of women and
enumerator or respondent state that the
men voted (75.6 per cent for women and 76.1 for
household head is the person considered by other
men). However, the reasons for not voting were
members to be the head, the implication is that
significantly different with a higher proportion of
this person has the most authority – and thus
men citing “disillusioned” while more women
presumably the greatest decision-making power
cited “lack of transport”.
– in the household. An alternative approach is to
Given the widespread under representation of replace the designation of household head with a
women in national parliaments, more data should series of questions that ask more explicitly and
be collected on persons not registered to vote, on directly about the different aspects that are often
persons who were registered but did not vote, and conflated in the notion of household head. In
on the lack of success of women’s success in South Africa, for example, some surveys ask
being elected. which member of the household usually brings in
the most money in addition to the usual question
In December 2003, the European Council
about household head (Budlender, 2002). (The
adopted conclusions and indicators on female
household head question was retained because of
representation in decision-making processes in
resistance to abandoning old practices.)
the public and private sectors, referring to the
Comparison of the responses to the two questions
follow-up of the United Nation's Beijing
reveals that men who bring in the most money
Platform for Action (1995). These indicators are
are more likely than women in this position to be
an essential basis for the systematic recording
named a head of household. Thus, in the 2001
and monitoring of the existing level of gender
Labour Force Survey, only 7% of the male main
equality in political and macro-economic
money-earners were not household heads, while
decision-making (see Box 4.19).
this was the case for 21% of the female main
The gender statistics booklet, Women and Men in money-earners. In addition to this gender bias,
Sweden: Facts and Figures 2008, is an excellent there were cases where males other than the head
example of the use of a full range of indicators were the main earners in male-headed
related to women’s and men’s positions of power households, and females other than the head were
and influence. Only with such broad-based the main earners in female-headed households.
statistics can the questions raised at the
Another aspect of control (headship) that could
beginning of this section on the extent and the
be asked about separately in a similar way
sustainability of women’s roles in political and
involves control of the dwelling. Thus one could
economic decision-making be answered (see Box
ask in whose name the ownership or lease of the
4.20).
dwelling is registered. This aspect is important
Decision-making in the household from a gender perspective in that where a woman
Devising indicators for decision-making in the wants to leave a relationship because of domestic
household is more complicated as the designation abuse, it will be much easier for her to do so if
of the decision-maker is seldom formal and she has some rights to, or control over, the
differs according to the type of decision to be dwelling. Better still, one can attempt to ask
made. more directly about decision-making.
Sometimes the concept of household head, used
to identify a reference person to study household
28
http://www.cso.ie/releasespublications/documents/labour_mark
et/current/qnhsvoterparticipationandabstention.xls
follow
Box 4.19: Indicators developed in the European Council for the follo w-up of the Beijing Platform for Action
Women in Power and Decision- (portfolios/ministries) of the 2. Members of the decision-making
making * (adopted in 1999) national/federal Governments of bodies of the Central Banks.
1. The proportion of women in the Member States. 3. Ministers and deputy ministers
the single/lower houses of the 7. Proportion of the highest-ranking /vice-ministers of the Economic
national/federal Parliaments of women civil servants. Ministries.
the Member States and in the 8. The distribution of the highest- 4. Presidents and vice-presidents
European Parliament. ranking women civil servants in of the Labour Confederations.
2. The proportion of women in the different fields of action. 5. Total governing bodies of the
regional Parliaments of the 9. The proportion of women of the Labour Confederations.
Member States, where Supreme Courts of the Member
appropriate. 6. Presidents and vice-presidents
States and the proportion of of the Employer Confederations.
3. The proportion of women in women of the members of the
the local assemblies of the European Court of Justice and the 7. Members of total governing
Member States. Court of First Instance. bodies of the Employer
Confederations.
4. Policies to promote a balanced Women and men in economic
participation in political decision-making ** (adopted in 2003) 8. Chiefs of executive boards of
elections. the 50 top firms quoted on the
The proportion and number of national stock exchange.
5. The proportion of women of women and men among:
the members of the national/ 1. Governors 9. Members of executive boards of
and deputy/vice- the 50 top firms quoted on the
federal Governments and the governors of the Central Banks.
proportion of women members national stock exchange.
of the European Commission. *Source: European Parliament Committee on Women’s Rights and Gender
6. The number of women and men Equality
senior/junior ministers in the http://www.europarl.europa.eu/comparl/femm/womensday/2005/work5l_en.pdf
different fields of action **Source: Review of the implementation by the Member States and the EU
institutions of the Beijing Platform for Action.
http://ec.europa.eu/social/main.jsp?catId=765&langId=en
Where this is done, the question needs to specify • Was the woman asked whether she wanted
the type of decision-making under consideration, to marry/live with him when he was chosen?
for example food purchases, where to live, or • Who has the final say on (a) whether the
decisions about children’s schooling. The woman should work to earn money, (b)
standard core module for the Demographic and whether to use contraception, (c) decision
Health Surveys includes the following five about children’s schooling, (d) what to do if
questions in the women’s questionnaire: a child falls sick, (e) how children should be
• Who usually decides how your husband’s/ disciplined, and (f) whether to have another
partner’s earnings will be used: you, your child?
husband/partner, or you and your husband/ • Does the woman have any money of her own
partner jointly? that she alone can decide how to use?
• Who usually makes decisions about health
The resultant statistics are likely to be more
care for yourself: you, your husband/ partner,
reliable if more than one person in the household
you and your husband/ partner jointly, or
is asked the same question as perceptions might
someone else?
differ as to where the real locus of decision-
• Who usually makes decisions about making making lies. Perceptions may differ between the
major household purchases? main couple in a particular household and other
• Who usually makes decisions about making members of that household, such as their
purchases for daily household needs? children, parents, siblings or others.
• Who usually makes decisions about visits to The woman’s status module of the Demographic
your family or relatives? and Health survey asks for women’s level of
In addition, the standard women’s status module agreement with the following statements:
for Demographic and Health surveys includes • The important decisions in the family should
questions as to: be made only by the men of the family;
• Who chose the woman’s current/last • A married woman should be allowed to work
husband/partner? outside the home if she wants to;
* Source: Statistics Sweden, Women and Men in Sweden: Facts and Figures
2008 (Stockholm, 2008).
A more recent example of questions on the house- Historically, agriculture has provided a
hold decision-making process comes from the livelihood for the majority of the world’s rural
29
Generations and Gender Programme . This is an population and indeed continues to do so in
many developing countries. Consequently, most
ongoing project in UNECE countries comprising a
national statistical systems compile, tabulate and
system of panel surveys of nationally representative
disseminate a wide range of statistical information
samples of 18-79 year-olds. The surveys include a
on agricultural production, prices and markets, as
series of questions on power and decision-making,
well as on the structure of the agricultural sector.
as follows:
However, in many countries there is a need for
Who makes decisions about the following issues more data on the lives of people engaged in
in your household? agriculture. Such areas include data on the situation
• routine purchases for the household of women and men in relation to the farm labour
force, farm ownership and inheritance, the
• occasional more expensive purchases for the
ongoing availability of education and IT training,
household
and the availability of public and private rural
• the time you spend in paid work transport for access to urban areas for educational,
• the time your partner/spouse spends in paid medical and other purposes.
work
The production and use of accurate sex-
• the way children are raised disaggregated data on the agricultural sector and
• social life and leisure activities. rural areas is an essential step for the elaboration
Respondents indicate whether it is always or of sustainable development programmes, crucial
usually the respondent, his or her partner, whether for genuine gender mainstreaming, and a powerful
the responsibility is shared, or whether it is way to combat the persisting invisibility of rural
someone else in the household or not living in women in the planning process. Agricultural
the household who make decisions on each type statistics cover both commercial agriculture
of issue. (production primarily for sale) and farming for
own consumption. In more developed countries,
Another question relating to decision-making thresholds relating to size of the area being
which is included in the Generations and Gender farmed are often used to exclude very small
Surveys concerns the organization of income. farms in surveys, on the basis that they contribute
Respondents are shown a card with a list of items very little to agricultural production. However
and are asked which of the items fits best: the labour input of these farms, and their
contribution to rural society, requires that they
How do you and your partner/spouse organise
should be included in agricultural censuses.
your household income?
• I manage all the money and give my partner/ In many countries where agriculture makes a
spouse his/her share single figure contribution to national GDP,
agriculture is sometimes merged with related
• My partner/spouse manages all the money
areas such as forestry, food and environment. For
and gives me my share
the purposes of this manual, our focus has been
• We pool all the money and each takes out solely on agriculture with particular attention
what we need given to issues of concern to women involved in
• We pool some of the money and keep the farming.
rest separate
• We each keep our own money separate. 4.8.2 Why it is important
In less developed economies, agriculture is often
of primary importance in the sustenance of
predominantly rural populations. The availability
of agricultural work and resources, land for
29
http://www.unece.org/pau/ggp/ families to rear livestock and grow crops, are
An FAO review of rural gender issues in different 4.8.3 The value-added of statistics
world regions identified a number of rural More sex-disaggregated data need to be produced
characteristics and issues that have gender on ownership of, access to and control over
relevance and should concern agricultural and productive resources, whether land, water,
rural policy makers and analysts: equipment, inputs, information and/or credit in
Population issues (gender and age structure and order to gain greater insight into intra-household
dynamics) decision-making processes. This is essential for
the planning and development of agricultural
• Rural population is often in the majority interventions and poverty reduction strategies.
• Rural-urban migration (especially among Data collected during the 2001/2002 Annual
youth) Agricultural Survey undertaken in Burkina Faso
• Rural population ageing showed that male farmers managed and cultivated
on average more land and larger holdings than
Rural economic issues (gender structure and
female farmers. This is likely to be the result of
dynamics) gender-based differences in access to and control
• Rural unemployment
over land. Detailed statistics on land ownership 4.8.4 Implications for data collection
and access are required if such differences are to
The integration of gender concerns into the
be fully understood.
objectives of agricultural censuses is of crucial
The relative importance of agriculture to an importance for ensuring the production of sex-
economy and to a society can vary significantly disaggregated agricultural data. It dictates a
across different statistical measures. Gross value gender-aware review of the statistical
added (GVA) in agriculture represented 1.9% of methodologies and tools used, and determines
total GVA for the EU-25 in 2005, a decline from the analysis, presentation and dissemination of
2.8% in 1995 (Eurostat 2007a). Agricultural such data. Gender concerns tend to be ignored or
products are relatively low in value-added overlooked when they are not specifically
compared to high technology products. However, referred to in the objectives of the census.
using a measure such as annual work units
Systematic under-reporting of women farmers’
generally results in a larger contribution from
involvement in agricultural production has
agriculture at EU level, while using the number
of persons working in agriculture (including on a occurred especially when censuses focused on
commercial rather than on communal or
part-time basis and on own account) further
subsistence farming activities (on large-scale
increases the importance of agriculture to the
agricultural production units, omitting small-
European economy. Moving to a concept such as
scale units), and when censuses excluded peri-
the share of total land used for farming shows
how important agriculture is to domains such as urban and urban agricultural activities. In many
developing countries, women farmers tend to be
the environment and biodiversity. Hence, policy-
more actively involved in small-scale subsistence
makers and economists need to take a multi-
dimensional view of agriculture looking not only and peri-urban farming.
at its impact on the economy but also on society At times agricultural censuses fail to accurately
and the environment. capture existing gender interactions, differences
and inequalities in the agricultural sector due to
For example, over 90% of the population of
gender biases in the way standard statistical
countries such as Bhutan and Nepal lived in rural
concepts and definitions are applied. Often such
areas in 2004 and more people were involved in
biases can be reduced by improving the use of
agriculture than lived in these rural areas (FAO,
standard concepts through better training of
2007). At the other end of the scale, many of the
interviewers and supervisors, drawing their
EU countries had under 5% of their population
attention to gender concerns in the agricultural
living in rural areas. In more developed countries
sector and in particular in interview situations.
the relative sizes of the rural and agricultural
Census sensitization campaigns could stress the
populations30 vary considerably, however care
importance of reporting on both men’s and
should be taken to note whether persons are
being classified to agriculture on the basis of their women’s work in the agricultural sector, requesting
that responses by the head of the household or
principal occupation or on the basis of performing
household reference person be complemented
any agricultural work during the year. Overall at
with information provided by other household
World level for 2004, 40.8% of persons were
members directly involved in agricultural
engaged in agriculture, and the ratio of the
agricultural population to the rural population production.
was 79.5%. Wherever possible, a national gender consultant
experienced in both gender and statistical analysis
should work with the census team on various
activities, including:
• the need for sex-disaggregated data
30
Agricultural population is defined as all persons depending for • preparation of a gender statistics component
their livelihood on agriculture, hunting, fishing and forestry. It for enumerator training
comprises all persons economically active in agriculture as well
as their non-working dependents. It is not necessary that this • review for gender biases of questionnaires,
referred population exclusively come from rural population. sampling and definition;
Rural population refers to the population residing in non-urban
areas. See FAO Glossary at • facilitation of contacts between statisticians and
http://faostat.fao.org/site/379/default.aspx gender planners
• preparation of outlines of publication tables; suited for the collection of structural data (such
and as areas of holding, land use, livestock numbers,
• review of final publications and distribution use of machinery and farm labour inputs) rather
plan. than performance data (such as prices, production,
farm costs and farm incomes). Performance data
Data on the size of all holdings, even those are best collected through frequent sample surveys.
without land, need to be covered in order to Consequently, agricultural censuses may not be
construct a complete picture of holding types by able to produce all the required sex-disaggregated
size alone, or by correlating size with other agricultural data and more in-depth data may
variables such as income or work on the holding. need to be obtained from thematic agricultural
A holding with no land can be extremely significant surveys. As a result, the World Programme for
in different types of situations; for example, in the 2010 Round of Agricultural Censuses
the case of the poorest farmers (who are poor encourages countries to plan such surveys as an
precisely because they are landless) or farms integral part of agricultural census planning.
based on new, high-yielding techniques that The complexity of the agricultural holder concept
require little land. Also, many women may work has been recognized in the World Programme for
holdings with no or only tiny areas of land, rearing the Census of Agriculture 2010 and has resulted
livestock or poultry or growing vegetables. This in an amendment of the agricultural holder
type of holding may also be found in urban areas. definition. The new definition allows for the
These issues may need to be investigated through possibility that a group of people be considered
supplemental surveys. as the holder.
Agricultural censuses and surveys are two of the Important definitions
most important sources of sex-disaggregated
As in other areas of statistics, it is important to
agricultural data. An agricultural census is best
use standard definitions to ensure comparability
(FAO, 2005).
The agricultural holder is defined as the person considered as the holder, and this may make a
or group of persons who make the major decisions difference in the resulting gender composition of
regarding resource use and exercise management agricultural holders.
control over the agricultural holding operation.
The sub-holder and sub-holding concepts have
The novelty about this definition as proposed by
been introduced into the World Programme for
the World Programme for the Census of Agriculture
the 2010 Round of Agricultural Censuses in
2010 is the possibility that a group of people be
order to obtain a better understanding of the roles
of selected household members, especially female • Real assets include housing, land, livestock,
members, in the management of a holding. These businesses, equipment, tools and consumer
concepts, which may not be applicable to all durables
countries, need to be developed and tested in • Financial assets include cash, accounts of
accordance with national agricultural practices. various kinds, stocks, bonds, trusts, insurances
A sub-holding is defined as a single agricultural and private and public pensions.
activity or group of activities managed by a Access embraces not only the ownership and the
particular person or group of persons in the legal rights but also the control that an individual
holder’s household on behalf of the agricultural may have or claim over a present or a future
holder. A sub-holder is the person or group of asset. The legal aspect of accessing assets is a
persons responsible for managing a sub-holding very important aspect for a gender perspective,
on the holder’s behalf. The sub-holder does not i.e. the laws that regulate the transfer, ownership
necessarily have to be the formal owner of the and/or the control of assets from one person to
productive resources used. Identifying each sub- another, within the household (as husband and
holding and sub-holder in the holding requires wife in case of a divorce), within families and
answering a series of questions on the role of family members (inheritance) or in general
each household member in the management and within the community or the nation (rights over
operations of the holding during the census common land, spouse’s pension).
reference year.
Economic assets have three main functions. They
Concepts such as holder and manager can be serve as:
used to distinguish between ownership of the
1. Means of consumption (enjoyment). In this
farm and responsibility for management of the
respect tangible goods are owned for the
farm. Similarly, concepts such as persons and
enjoyment of their use and consumption over
annual work units can be used to identify the
time (for example, durable goods like a
level of part-time and casual labour that takes
fridge or a TV set)
place in agriculture. Often farmers may also have
occupations outside of farming and in more 2. Safety net (ownership and control). In this
general surveys, such as a Labour Force Survey, respect, the crucial issue to explore is what
their principal occupation may be non- resources do women and men own and
agricultural, such as teaching or farm-tourism control (for example, financial assets like
activities. insurances, bank accounts or real assets like
housing, land or jewellery)
Box 4.21 shows an example of a section from an
3. Source of income (control and mobilization).
Agricultural survey that collects information on
In this respect, the crucial issue to explore is
the agricultural workforce in Ireland.
whether women can mobilize resources of
their own to generate income (profits, interests
4.9 Access to assets or rent), to access more resources and to
preserve their assets (for example livestock,
4.9.1 What it is yard, vehicles, machinery, tools but also cash).
Assets are defined as stocks of financial, human, Individuals may access assets directly or
natural, or social resources that can be acquired, indirectly (Agarwal, 1994). Directly, a person
developed, transformed, improved and transferred has a title on an asset or a claim that is legally
across generations (Ford Foundation, 2004, page and socially recognizable and that is enforceable
9). by external authorities such as village-based
Assets can be tangible, e.g. land, housing, financial institutions or the nation state. Personal savings
capital, tools, machinery, jewellery, or less tangible, before marriage are an example of assets directly
e.g. human capital (education), human assets accessible by individuals. Indirectly a person
(intellectual, biological), social capital (information, may control an asset that is not individually
socio-economic networks and extensions). owned and may be available at the household
Because intangible assets may not be so easily level or at the community level.
conceptualized and measured, in this section we The issue of control in both cases is important
only focus on tangible economic assets, either and has two dimensions:
financial assets or real assets:
• The ability to take decisions regarding the or abandonment of a spouse; death of a spouse or
disposal of the asset through sale, mortgage, of parents; childbirth. Strong bias in favour of
bequest, or gift. men also exists in legal inheritance rights and in
• The ability to take decisions regarding the social security and widowhood pensions.
use of the asset, including leasing it out or In the former Soviet Republics transformation
self-managing it and disposing of its produce from planned to market economy opened new
or returns if any. opportunities for relatively highly educated
Even when women have legal ownership over an women, but at the same time had serious
asset, they may still lack the control over the implications in the re-distribution of assets and
asset. Women may face obstacles which may level of financing within societies as well as in
prevent them to realize gains from it. They may the reduction in social welfare. As an example,
be excluded from the decisions that affect both based on expert estimation, women in Russia
intra-household dynamics and household and (and in other CIS countries) obtained only 5-7%
individual production capability in the long run of privatized assets; in Moldova only 1%.
(household behaviour). While most people in the developed world take
access to banking services for granted, price and
4.9.2 Why it is important non-price barriers (in particular physical barriers,
affordability and eligibility) prevent large part of
Economic assets spread risk over time and can the population in developing countries and emerging
play a critical role in sheltering women from markets from accessing and using formal banking
poverty, economic insecurity, and vulnerability services. In general, these barriers equally affect
to shocks. Ownership and control over assets women and men. Yet women may face gender-
provide direct and indirect benefits to individuals based obstacles towards credits, given that
and households including a secure place to live, women’s lack of wealth or property ownership
the means of livelihood, protection during results in them not having access to most loan
emergencies and access to credit that can be used applications. Also, since women’s businesses
for investment or consumption. tend to be concentrated in informal or low-growth
Empirical studies have shown that men and sectors (e.g. agriculture, handicraft, petty retail
women do not have the same access to assets and sales), they are viewed as less attractive investments.
productive resources: men are very often the only In fact, women who are able to mobilize assets
ones to have a title or a socially recognized claim for income generation are more likely to operate
over most of the household assets, especially in in the informal sector. These business assets play
developing countries. Gender disparities exist an important role in economic activities whose
particularly when assets are transferred within significance is often ignored by national statistics
families as in the event of a marriage, a and can effectively be an important seed-bed for
succession or in the case of a divorce, when new entrants into micro enterprises. Women
women face discrimination. Women may be mobilizing economic assets are less likely to be
subject to discriminatory property, family and members of mainstream business associations
inheritance laws as well as cultural practices. This and networks where information on business and
gender-based disparity leads to exclusion from market opportunities is generated and shared.
participation in the economy and society.
Women often not only lack access and control
In Eastern Europe and Central Asia the legal over economic assets but also lack decision-
framework is not openly discriminatory against making power and authority within the
women with only a few exceptions, e.g. on household. These two dimensions may go
divorces or inheritance. Nevertheless, even when together – for example, higher control over assets
statutory and customary laws provide equal may give women a higher bargaining power
access to assets for men and women, women can within the household. It should be also kept in
face other types of obstacles. mind, that, in time of crisis, for example, women
Legal rights which have the most impact on deplete their own assets at a faster rate than men,
women in this region are the ones related to with disproportionate impact on their potential
intra-household issues, primarily women’s right earnings when using real assets, as shown in Box
to access household assets when the family 4.22.
structure changes because of divorce; incapacity
Furthermore, since saving out of a current market failures (labour, credit, insurance) as well
income is one of the primary means of as from political and institutional gender
accumulating individual wealth, there is an discrimination (inheritance, divorce).
interaction between access to assets and
Cultural, regulatory and legal barriers can
participation in the labour market. In particular,
impede women’s access to a range of essential
women’s lower wages, women’s primary role
financial and non-financial resources. The
with childcare, and women’s higher employment
implications of these inequalities cause women to
in the informal sector, all affect women’s ability
have less access to property rights, wealth and
to accumulate individual savings.
education and limit their access to labour and
A series of key issues on gender and economic financial markets and to spheres of activity
assets are summarized in Box 4.23. outside the home. This in turn, constrains their
ability to influence household decisions and to
Gender inequity is thus the result of an overlapping
cope with life-changing events like childcare,
set of economic, social, cultural and political
divorce, widowhood, illness and aging, thus
inequalities that reinforce each other. Differences
increasing their vulnerability.
in endowments based on sex may come from
Box 4.22: Empirical study showing a gender pattern on asset depletion among the poor during time of crisis
A 2005 empirical study from low- to deplete jointly-owned assets at a on the potential earnings of women
income married couples in Bangkok faster rate (28%) than men, and compared to men, thereby
showed that in time of crisis, women individually-owned assets at an even maintaining or increasing women’s
tend to deplete their own assets at a faster rate (38%) than men. vulnerability and making micro-lending
faster rate (26%) than men and deplete Finally, the study showed that the schemes risky and unstable for them.
jointly-owned assets at an even different gender pattern on asset
faster rate (64%) than men. Moreover, depletion disproportionately impact
the rates increase significantly if the
earnings are used for household Source: Antonopoulos and Floro (2005).
expenses, showing that women tend
4.9.3 The value-added of statistics individuals have over each type of assets.
Because of these inequalities and biases in access The limited existing information shows that
to economic assets, individual-level data are women in many developing countries are far less
necessary in order to fully understand how asset likely than men to have ownership and/or control
accumulation or depletion may affect differently of productive assets (see Box 4.24), and that
women and men, especially in the event of a women may not receive the benefits of assets
policy change or an unexpected event altering the held by men, even when they live in the same
course of life. They are also essential for specific household.
programs concerned with assets, such as land One of the main reasons why official sex-
redistribution programs or those promoting home disaggregated data are lacking is that very few
ownership, and for improving the understanding household surveys collect data on ownership of
and effectiveness of several other policy issues
assets at the individual level (not to mention the
related to poverty reduction, social protection, gap between ownership and control). Assets data
the empowerment of women (Millennium are routinely collected, but normally only at the
Development Goal #3), and the promotion of household level and only a few surveys actually
pro-poor economic growth, as well as to help collect individual information on ownership
policymakers assess the extent to which such
and/or control of land, housing, livestock and
international targets promoting gender equality other productive assets. Without this kind of data
are being met. researchers and policy makers have only an
Few surveys collect data on assets at the incomplete understanding of the assets that
individual level which would allow examining women own, how they acquire them, and how
the gender dimensions of assets ownership and they use them to influence decisions concerning
wealth gap, and these usually focus on a limited their own and others’ well-being.
number of assets rather than on the full range of For a long time, economists did not adequately
material and financial assets. Moreover, few
recognize that gender inequity has an impact in
studies examine whether economic assets are
the home, and models assumed that decisions
owned individually or jointly, how assets were
were taken by one person (head of household)
acquired, what is their current value, and the
with no room for different choices across
rights, the tenure and the level of control that
spouses. One of the consequences of this view When data on economic assets and wealth in
suggests that taxes on household will not affect general exist, they usually have been collected at
the allocation of resources within it. Economists the household level rather than at the individual
now question this view and econometric work level, as we have seen, which means it is difficult
shows that an increase in a woman’s relative to assign individual ownership to assets. For
worth and an improvement in her fallback example, when comparing across household
options (as in the event of a divorce) have effects types, it is challenging to compare households
on consumption patterns as shown in Box 4.25. with one adult to those with multiple adults. Yet
there are several lessons learned from a few
Box 4.25: Examples of how gender equity may
previous studies that are presented and discussed
below.
have an impact at the household level
In general, the definitions and delimitations of
• The health of Brazilian children improves when “access” and “assets” are the most important for
additional non-labour income is in the hands of data collection. For example, the legal ownership
women.
and control of assets brought to, acquired during
• In the United Kingdom, when legislation ensured
that child support payments were made directly
and, if the case, divided after, marriage, may differ
to mother, expenditures on children’s clothing across countries and within countries because of
tended to rise. federal legal system or customary laws. For this
• In Bangladesh and South Africa, women bringing reason, in order to design an appropriate survey
more assets into the marriage increase questionnaire, one would have to know the legal
household expenditures on children’s education. context (can individuals opt for alternative marital
regimes, for example, or what are the
Source: World Bank (2007).
consequences in case of a divorce).
Because government policy, social norms, intra- Another problem arises in the choice of time
family arrangements, and the market determine frame and frequency of data collection, given the
ownership, control and accumulation of assets, differences between assets in time: for instance,
gender bias in each of these different institutions it may take more time to accumulate and transfer
and practices limit women’s ability to obtain and some assets than others; some may last longer
keep economic assets. Yet these manifestations than others or can be used in multiple ways over
of inequity are difficult to capture in a survey or time, and all these differences and patterns may
in a dataset and are not generally independent be related to gender. For example, recent studies
from one another. An effort to show these (Afghanistan) have shown that big animals (cows,
interrelationships can illustrate the nature and horses) are more likely to be held by men whereas
implications of the inequalities existing between birds with a shorter life cycle are more likely to be
men and women. Even if the role of statistics in held by women, who have the control of them but
the observation of direct inequalities may appear not the control over the profits generated by them.
limited, nevertheless statistical information on
the infringement of legal constraints or on legal Finally, women are not a homogenous group and
differ by age, marital status, education and access
inequalities can be relevant.
to resources in very different ways. The timing,
composition and method of acquisition of an
4.9.4 Implications for data collection economic asset can reflect these differences
together with discriminatory practices, and may
Why is it difficult? differ substantially cross-culturally. To distinguish
By comparison to other topics, gender and access discriminatory practices against women from
to economic assets is a relatively new field of differences in the individual patterns of
research: only few studies address this particular accumulation, depletion or transfer of assets is
issue and have introduced a module or a specific therefore one of the main problems in the
survey, but there are neither standards nor specific collection of data about access to assets. Because
recommendations concerning data collection in of all these differences, the timing of acquisition
this domain. of an economic asset and the control over an
asset are relevant data to collect because they
matter for women’s bargaining power, and
determine their vulnerability in the event of an may be difficult to collect: usually real assets
economic shock, a change in their marital status are shared at the household level and their
or a policy change that may affect the asset. access may not be restricted to an individual.
Which type of survey is best? • Due to the time dimension of assets, such a
dedicated survey should be repeated
Because this is a multidimensional field of regularly over time so that the dynamics and
research, there is no preferred method to collect patterns of accumulation and depletion at the
data on gender and access to assets. individual level can be studied, especially
One element which will affect the survey design concerning durable goods and real assets
is the regional context. For example, a detailed such as land and housing.
survey on access to financial assets will be Finally, a dedicated survey may preclude the
different if focusing on rural areas instead of possibility of a multidimensional analysis, since
urban areas. Moreover, it will also depend on it may not collect information on such aspects as
whether it is focusing on the effects of a new the individual situation on the labour market, the
policy or an economic reform (privatization, household consumption behaviour and
welfare reform, land redistribution). demographic data (for example education).
The survey design will also depend on the If the time dimension is important, then a panel
rationale of the survey. In this regard, it is survey may be more appropriate, although more
necessary to answer some preliminary questions: costly and more complex to realize.
What do we want to know exactly? What is the
institutional context? What are the gender issues: Panel surveys
Women’s vulnerability and perception of poverty? A panel survey, by regularly collecting sex-
Women’s bargaining power within the household? disaggregated data from the same panel or group
Asset accumulation and poverty reduction? of persons, is best suited to follow access to
Economic growth? Women’s self-employment assets over time and therefore to capture the use
and access to business assets? of assets and individual patterns of accumulation,
Once the rationale of the survey has been defined, depletion and control over assets, rather than
then one can decide whether to introduce a dedicated ownership alone.
survey on access to assets, thereby collecting the The main problems with panel surveys are its
full set of individual information on asset costs, the complexity of following the same
ownership and control, or whether to insert a group of persons over time, and the fact that it is
short module on assets in an on-going survey. not possible to adjust the questionnaire from time
Dedicated (or ad hoc) surveys to time according to the context or changing
rationale.
A dedicated survey has the advantage of making
the point about access and assets distribution Cross-sectional surveys
with sex-disaggregated data and detailed Finally, with a specific survey on access to assets
questions on ownership and control on both the it is not possible to exploit synergies among
full set of financial assets (including access to different parts of other modules (labour market,
assets as collateral for financial purposes – consumption, demographic, etc.) generally contained
security for a loan – or to pensions) and the full in multi-purpose cross-sectional surveys. By adding
set of physical assets (including access to vehicles a few specific questions on individual asset owner-
or jewellery as a safety net). Yet such a data ship (disaggregated by sex), on access and control
collection may face several problems: to assets to an existing multi-purpose survey,
such data can be obtained relatively cheaply and
• People may be reluctant to disclose the value
can be analyzed in combination with other
of their assets, and collecting individual-level
characteristics. What questions to include and
data on assets is not a trivial task: sometimes
where exactly to position them in a multi-topic
assumptions are required and complementary
questionnaire should be determined with care.
information is needed to allow proper
interpretation, e.g. regarding direct or The questions in Box 4.26 are an example of
indirect control over a household asset. such an intervention within the Living Standard
• Sex-disaggregated data on real assets (whose Measurement Study surveys, showing how a few
actual value may have yet to be established) questions about access to land and control over
Box 4.26: Examples of potential questions on “access to land” in a Living Standard Measurement Study (LSMS)
The LSMS surveys are multipurpose the LSMS multi-topic questionnaire • What is the land primarily used
surveys developed and promoted by on access to land: for? (list…)
the World Bank since 1980. They are • Do you own this land? ∗ Who makes the decisions about
designed to study multiple aspects which inputs to use?
of household welfare and behaviour • Do you own this land yourself or
in developing countries, and include jointly with someone else? (list…) ∗ Who provides labour on this
modules on income and consumption • How did you acquire this land? agricultural land?
patterns. ∗ With regard to this land, can you ∗ Who makes the decisions about
sell it yourself? what to sell?
The LSMS surveys capture more data
at the household level than at the ∗ With regard to this land, can you ∗ Who keeps the revenue from the
individual level. However, it is bequeath it yourself? sales of the crops grown on this
possible to collect individual data on agricultural land?
∗ With regard to this land, can you
assets to provide a more dynamic ∗ Can you count on having access
use it as collateral for a loan?
perspective about who owns what, to this land next year?
whether all benefits are equally ∗ With regard to this land, can you
shared, what happens to an asset rent it? ∗ Can you count on having access
over time, etc. by adding specific to this land in five years?
∗ With regard to this land, can you
questions for each individual. make improvements on it? ∗ Can you be evicted from this land?
Here is an example of a few Source: Doss et al. (2008).
questions which could be added into
See also: http://go.worldbank.org/WKOXNZV3X0
this asset may be collected at the individual level, In general, it is necessary to collect information
even if the module is focusing on the household. on individual ownership and property rights
(where these are formally recognized, for example
Since there is no time dimension within cross-
by a title) – or a situation that de facto is similar
sectional surveys, in order to analyze change the
to an ownership according to the respondent.
basic information on individual asset ownership
Information on the full set of financial and
and control could be complemented with other
physical assets should be collected. This is
questions on personal perception of poverty, of
important because some studies have shown that
security in case of shocks, etc. Another possible
there may be a gendered pattern of asset ownership
solution would be first to inquire about channel
among husbands and wives and that women’s
of acquisition and perception of personal control
vulnerability and bargaining power may be
over an asset (e.g. in the future) and then ask for
related to the timing of assets ownership as well
a title or legal document in which the timing is
as their fallback options.
included.
Important information to collect At the household level, this implies documenting
To understand gender patterns of asset ownership whether assets are owned individually or jointly,
and thereby wealth distribution by sex, it is how assets were acquired, what is their current
important to know both the proportion of men value and the rights that individuals have over
and women who own a particular asset as well as each type of assets (how decisions are made
the value of the assets. Furthermore, to about sale, etc.) and who receives the benefits
understand patterns of asset management and (income, rents, dividends, etc.) generated by each
control of women and men at the individual level asset. However, it is important to ask for any
it is important to know also the purpose, use and documentation only at the end of the survey. If it
allocation of a particular asset, i.e. if an asset is is done earlier it may preclude the respondent
(or can be used as) a business asset or a collateral from giving any information about ownership
(security) for a business loan. that is de facto similar to an ownership but
without the title.
single mothers or fathers, elderly people, and • Assist educators in the training of service
people with disabilities providers of ICT to women and men
• Understand what are the dynamics that could • Launch an on-going process of preparing
optimise the ICT benefits and gains to a national reports33 to assess the situation of
society, and particularly to empower women women and men as ICT users, producers and
and men in their participation in the labour decision-makers
market • Develop a role model for women and men
• Develop further women’s and men’s and examples of best practice in the area of
capacity to use ICT for entrepreneurship and ICT. Include women as leaders and decision-
business development makers in the ICT area
• Assist ICT policies to achieve their potential • Raise awareness on gender-related barriers
for serving human development needs by to ICT access.
analysing not only how women and men
Box 4.27 provides an example of data from the
benefit from ICT, but which women and men
Eurostat survey on ICT Usage.
benefit most (class, age, rural/urban location,
race, religion, etc.)
Eurostat conducts two annual surveys daily, as compared with 34% of Internet (5 percentage points) but
on ICT Usage in EU countries: one on women. The proportion of women similar in ICT skills. Women and men
enterprises and one on households exceeds that of men only in the use the Internet for different
and individuals. The household surveys three Baltic States. purposes: in the three months
provide data on access and use of preceding the survey, 74% of women
computers and the Internet since In the follow up the and 72% of men aged 16-24 used the
2003, together with socio-demographic recommendations from the Beijing Internet for communication
background characteristics. Conference (European Commission purposes, in many cases for sending
(2000b), more men than women also and receiving e-mails. But twice as
According to the 2006 Community report having a relatively wide range many men than women in this age
survey on ICT usage in households of basic ICT skills in all countries: group used the Internet for
and by individuals, men are more the gap between men and women is downloading software (38% vs. 19%
regular users of both computers and even wider in respect of basic of women), and significantly more
the Internet than women in nearly computer skills than in the use of young men than women used it for
all EU countries. Around 54% of men ICT. Around a third of men aged 25- playing or downloading games and
aged 25-54 in the EU used a computer 54 but only 18% of women were music (56% vs. 39% of women). On
daily, or almost daily: 7 percentage recorded as having high basic skills. the other hand, more young women
points more than the proportion of (It should be kept in mind that the than men used the Internet for
women. Though more men than ICT skills were measured using a self- formal education purposes, for
women use computers daily in most assessment approach, where it was arranging travel and accommodation
countries, there are eight EU the respondent who indicated whether (31-32% for both activities vs. 27% of
countries – Bulgaria, Czech Republic, he/she was able to carry out specific men), as well as for seeking health
Estonia, Latvia, Lithuania, Hungary, tasks related to computer). information (25% vs. 10% of men).
Poland and Slovakia– where the
reverse is true. Looking at Internet In the 16-24 age group, the EU
use, around 43% of men aged 25-54 gender gap is slightly smaller both in
used the Internet daily, or almost the use of computers and of the
33
For an example of such reports, see
http://www.cso.ie/releasespublications/pr_it.htm
4.10.4 Implications for data collection existing survey. The OECD has also developed a
model survey on household ICT usage on which
Possible sources
the Eurostat Household Survey on ICT Usage is
There are four main sources used to collect data based. (See Box 4.28 for examples of questions
on ICT use, access and demand (Me & Sicat, included in such a survey.) In addition to gender,
2004). They are: surveys of this type can provide data on other
1. Telecommunications operators and socio-demographic variables such as age, education
Internet service providers (ISPs) level, employment situation, type of household,
2. Enterprise surveys and income, and show how usage differs between
men and women. An ICT survey module conducted
3. Household surveys, and
in Ireland36 in 2003 showed that while women
4. Web-based user surveys. accounted for around 43% of persons using the
Telecommunications operators and ISPs. One Internet for private use purchases, this proportion
of the sources from which countries can collect rose to 81% for purchases of food items and fell
data on ICT access and use - such as on standard to 15% for purchases of computer hardware.
access lines, integrated services digital networks Web-based surveys of Internet users, carried out
(ISDNs) and mobile phone networks - are by national agencies or market research
telecommunications operators. Surveys on ISPs companies, are another source of data.
for example can provide information on Internet
subscribers (business or household), type of Administrative records37 can also provide gender
technology used (dial up, cable, WAP, etc.) and specific ICT data such as information on the
length of connection. Data compiled from the gender patterns of enrolment in IT studies or
largest telecommunications operators can provide employment in the ICT sectors. But the quality
information on Internet subscription by country. of the data provided depends on the coverage and
These sources look at the provider side but do content of these records and registers.
not reveal information on the actual use of the Each of these data sources has strengths and
technology. drawbacks. Because data from telecommunications
Enterprise (or business) surveys34 provide operators and ISPs are aggregate estimates, they
information on enterprise ICT use. In countries provide limited information on individual ICT
with sufficient resources, NSOs may conduct a user patterns and are not sex-disaggregated. The
full ICT-specific enterprise survey. The Eurostat changing nature of the ISP industry can also
Enterprise Survey on ICT Usage, based on a make such data very inaccurate. Still, they are
model survey developed by the OECD, collects useful, especially for countries for which no
information on: (1) an enterprise’s ICT systems; other data are available. Enterprise surveys
(2) Internet use; (3) e-commerce via Internet; (4) provide valuable information on ICT use patterns
e-commerce via computer-mediated networks among businesses.
other than the Internet; (5) confidence-building But as currently designed, they reveal little about
practices for Internet commerce; and (6) barriers the unique conditions faced by women and men
to e-commerce. Alternatively, NSOs can add entrepreneurs, the characteristics of women’s and
ICT-specific questions to existing enterprise men’s enterprises, or women’s and men’s ICT
surveys. usage preferences. Because they are based on
Household surveys35 on ICT usage provide sex- direct responses from interviewees, household
disaggregated data on individuals’ ICT use, such surveys are a very good source of sex-
as how frequently a person uses a computer, disaggregated data on men’s and women’s
what he/she uses the Internet for, and what types patterns of ICT use. Web-based surveys may not
of items he/she buys online. As with the enterprise be based on standard methodologies; however,
survey, a country may conduct a full ICT-specific for some countries, they may be the only source
household survey or add a module on ICT to an of sex-disaggregated data.
34
For more details on this type of source, see section 3.3.4
35
For questionnaire examples, please see Further reading
36
section. For more details on this type of source, see section http://www.cso.ie/qnhs/documents/qnhsictmodule.xls
37
3.3.3. For more details on this type of source, see section 3.3.5.
Box 4.28: ICT Questions from the CSO Ireland ICT Questionnaire (Q1 2006) (continued)
How to improve gender-sensitive ICT data38 situation and measurement of trends over time. It
means building a statistical foundation for
Improvements in the collection and dissemination
indicators distinguishing the unique ways that
of gender-sensitive data at national and inter-
ICTs are used by and impact upon women and
national level could include the following:
men. This framework would need to be drawn
1. Development of a framework for gender- from a close examination of how the underlying
sensitive ICT indicators dynamics operating in ICTs impact on women’s
This would help to translate policy needs into and men’s unique conditions and circumstances.
statistics, enable benchmarking the current The framework should include a core set of
gender-sensitive ICT indicators that are
measurable in official statistics. The selected
38
This section is based on the paper by Me & Sicat (2003). indicators if not currently available would help
national statistical offices to identify priority
areas where the collection of ICT sex- and shared, providing feedback for future
disaggregated data could be improved and included recommendations in the development of the
in the regular statistical production of a country. modules.
Existing ICT indicators are usually on a general
3. Beyond sex-disaggregated ICT data:
level and the consideration of gender-specific
identification of women and men’s “niche” areas
purposes or uses have so far not been a key factor
in the selection of questions for surveys. Developing gender sensitive ICT data does not
refer only to making sex-disaggregated ICT data
In developing such a framework, differences available. The availability of sex-disaggregated
between countries must also be considered. It is ICT data is important to be able to provide gender
possible that the same model may not apply to all sensitive ICT indicators. But building a system to
countries, though it is important to identify collect gender sensitive ICT data is also a matter
similarities and establish a common baseline and of identifying areas which have special bearing on
a core set of indicators. Areas that should be women’s or men’s lives. Locating these areas and
included in this framework are: identifying ICT indicators which draw out these
• Availability, access and usage of various gender and societal links is useful.
types of ICTs at home and at work
The identification of women and men’s “niche”
• Knowledge and skills of ICT areas is important, especially as they could have
• Education in the ICT sector, including access policy implications helping to improve the
to and usage in schools welfare of women and men. The trend of
• Employment in the ICT field, including training women’s strong use of the Internet for health
and use of technologies in the workplace purposes which became apparent from Eurostat’s
household survey data could be categorized as a
• Gender dimension of e-business
woman’s “niche” area. The identification of such
• Gender dimension of e-commerce trends and “niche” areas could serve to flag
• ICTs in women’s entrepreneurship. potential areas for policy action. They signal to
policymakers that policies, for example, on the
2. Development of gender-sensitive ICT modules use of public Internet sites to target women in the
to be included in on-going surveys provision of medical services and health
As was made clear in the responses of NSOs to the information could be quite useful and needed.
UNECE Assessment Survey, full ICT specialized 4. Gender-sensitive education indicators with
household data collections are difficult to implement regard to ICTs
in countries with limited statistical resources.
More efforts should be made to develop short ad- Data on women’s education in IT was among the
hoc modules, to be included in on-going household most widely reported ICT data type by countries
surveys, which ensure that ICT data can be in the UNECE Assessment Survey. There has
analyzed in a social conditions context. For been discussion of the increasing need to
“change women’s perceptions of IT programs [so
example, in household surveys there is often a
household questionnaire and an individual that the IT field may] consequently attract more
questionnaire. Household questionnaires can girls and women to this field” (UNCTAD, 2002,
p.74). An IT curriculum emphasizing aspects
include questions related to availability of
appliances (TV, telephone, etc.). These types of such as the role of technology in the social
context, focusing on the use of IT skills on
questionnaire should be updated to include
technologies such as computers, Internet access community projects and the connection of
and mobile phones. technology with “real-world” problems has been
found to be more appealing to women IT
Existing surveys on women’s entrepreneurship students than the conventional IT curriculum.
could also provide a great deal of information on The promotion of such an IT education with a
ICT access and use among women’s businesses women’s slant could be supported through the
if a module on ICT use was added. Experiences development of unique gender-sensitive IT
and best practices among countries using this education indicators reflecting the importance of
method of collecting ICT data should be reviewed the social context of the new technologies.
women than men gave family responsibilities as education: only 45% of advanced research
the reason for not participating in adult education qualifications (e.g. Ph.D.) are awarded to
and training activities. women. Once in employment, men can expect to
spend more hours in non-formal job-related
Research is an area where gender differences are
education and training than employed women.
clearly evident. Improvements in quality of life
are dependent on continual scientific research. In The MDG3 target on reducing gender disparities
order to develop science and its applications to in access to education is associated with the
the highest standards, the best human resources concern for the disadvantages faced by females.
are needed, with contributions from both women But once in school, are there any gender disparities
and men (EC 2000a). in achievement? The concern of underachievement
in education is not only for females but also for
males, in particular in reading achievement. For
4.11.3 The value-added of statistics
example, girls had significantly higher average
The target associated with the United Nations scores in reading than boys in all countries
Millennium Development Goal on gender participating in the Programme for International
equality and empowerment of women (MDG 3) Student Assessment (PISA) in 2006. On the other
is to eliminate gender disparity in primary and hand, in most OECD countries boys outperform
secondary education by 2005 and in all levels of girls in mathematics, even though the gender
education by 2015. Access to and graduation difference is smaller, and the picture is mixed in
from the various levels of education is thus science. But the limited gender differences in
closely monitored in all countries. science performance have not been reflected in
equal choices to study science later on.
Good quality statistics can allow national policy-
makers to see at a glance how their country is The reduction in the gender imbalance in the
positioned relative to other countries, and allow number of graduates in mathematics, science and
them to anticipate future trends in areas such as technology is part of one of the EU’s Education and
subject choice, teaching and management Training benchmarks for 2010.41 Although progress
structures. Time series analysis can also reveal has been made in the traditional disadvantage of
which countries have reversed trends in these women in scientific subjects at the end of
statistics. compulsory schooling, much still needs to be
done in order to make science and mathematics
Most countries can produce a wide array of
attractive choices for women as well as for men
statistics on examination results. However, less
in tertiary education (UNICEF, 2009).
widely available are statistics on drop-out rates
and on the cultural and economic factors causing Concerning subject choice, gender differences
early school-leaving. With few exceptions, girls are visible from secondary level, when students
are more likely than boys to be missing from begin to specialize in subjects. In Ireland, for
classrooms across the developing world. Girls example, only 0.5% of girls took engineering as a
who do enrol in school often drop out when they higher level Leaving Certificate examination
reach puberty for many reasons – the demands of subject, compared to 12.8% of boys. Boys accounted
household responsibilities, a lack of school for more than 90% of candidates in technical
sanitation, a paucity of female role models, child drawing and construction studies. In contrast,
marriage or sexual harassment and violence, 31.4% of girls took home economics compared to
among others (UIS, 2010). In many countries, just 3% of boys. The effect of differentiation in
women have lower literacy rates than men. specialized subjects at this early stage of the
education cycle is likely to be carried into tertiary
In EU countries, the opposite is true with boys
education and employment choices.
more likely to be early school leavers than girls
(in 2007, 17% of boys and 13% of girls aged 18- The same pattern is present in other countries.
24 were early school leavers). Among OECD For example, while overall in OECD countries
countries, upper secondary graduation rates are women represent 54% of the population of new
higher for women (87%) than for men (79%). entrants in tertiary education in 2006, women
There are also more women with a first (e.g. predominate among new entrants in ‘health and
Bachelor’s) or second (e.g. Master’s) tertiary-type
A degree (58% and 56% respectively), whereas 41
See: http://europa.eu/scadplus/leg/en/cha/c11064.htm
there are fewer women at the highest level of
normally conducted Women 2006 Men 2006 Women 2002 Men 2002
84
welfare’ (75% are female) and ‘humanities, arts all other world regions except for Latin America
and education’ (68% are female). Women are in and the Caribbean (with 46% women) and
the majority but less strongly represented in Central Asia (around 50% women). In the
‘social sciences, business and law’ (55% are Commonwealth of Independent States (CIS) the
female). Sciences attract a smaller proportion of share of women among researchers is 43%,
women. Only 22% of new entrants in ‘engineering, compared to 30% in the EU/EFTA countries. In
manufacturing and construction’ and 24% in Africa this figure was just 5.8% in Guinea in
‘mathematics and computer science’ are women. 2000 whereas it was 56% in Lesotho in 200442.
Female students are better represented in ‘life The situation in the private sector is even worse
sciences, physical sciences and agriculture’ than in the public sector.
(50%). Among graduates, the gender breakdown
While female participation is increasing among
by field of education is very similar as among new
researchers overall, progress remains slow and is
entrants (OECD, 2008). These differences
almost static in some fields. Also, increased
contribute to occupational segregation in the
participation overall is not being reflected as much
labour market (see also section 4.2).
in increased participation at senior levels, with a
continuous drop in the numbers of women at each
Concerning teaching and management structures,
level of the academic ladder and only 18% women
across the EU there is a general trend for women
in grade A academic positions (full professors
teachers to significantly outnumber men in early
and similar) in the EU in 2006 (see Box 4.29).
childhood and primary education, for a better
balance at secondary level, and then for men to be
in the majority at tertiary level (see Box 4.29). In
many countries, there are also more men who are
school principals compared to the proportion of
male teachers. Lifestyle choices and income
remuneration are some of the key factors 42
In making inter-country comparisons there is a annual data collection in 2001 for 32 countries44
need to take into account the overall level of an through the Statistical Correspondents, a sub-group
indicator as well as gender inequalities (gender of the Helsinki Group of Women and Science. In
gaps and parity indices – see example in Box 2006, the collection of sex-disaggregated statistics
4.31). If the overall value is the same, more on researchers was extended to include breakdowns
inequality will evidently indicate a worse social by sector, field of science, and economic activity
situation. But the question is more complex when (NACE) for the business sector in the common
the overall or mean values are different. In Haiti, R&D Survey by Eurostat and OECD. There are
for example, the overall literacy rate is 43%, with also other breakdowns in the Survey, such as
46% for males and 40% for females. Should this qualification, citizenship and age. Furthermore, the
social outcome be judged as better or worse than UNESCO Institute for Statistics also collects and
that of Chad, which has an overall literacy rate of disseminates these variables in Head Count and
45%, with 59% for males and 31% for females? Full-time Equivalent units for non EU/OECD
countries. The definitions for human and
In order to answer this type of question, synthetic
financial resources in research are given in the
indicators have been proposed integrating the
Frascati Manual (OECD, 2002b) which provides
gender-equity dimension in the measure of
the basis for Surveys on R&D.
absolute achievement. UNDP has developed a
gender-equity-sensitive indicator (GESI), which However, a significant effort is still needed in
utilizes the harmonic mean between the male and many national data collections to provide the
female indicators (Anand & Sen, 1995). The comprehensive information requested from a
harmonic mean has the property of taking into global perspective. A number of countries with
account both the value of the overall ratio as well large research populations such as Australia,
as, to a certain extent, the disparity between Canada, China, Mexico and the United States still
males and females. do not have data on the total number of
researchers by sex.45 Often the reason for this is
Gender statistics in research and science:
that there is no sex-breakdown for the business
measuring inequality
enterprise sector. Where data are available, it is
Science and technology (S&T) represent possible to see that men are more likely than
important domains for gender statistics, since women to concentrate in sectors and fields with
they provide information about the share of higher levels of R&D intensity (Eurostat 2004b).
women and men in the more knowledge-
In addition to R&D and education data, Eurostat
intensive sectors of the labour market. Unlike
and OECD also compile data on employment in
education statistics, research statistics have in the
science and engineering, Human Resources in
past been more focused on the financial side.
Science and Technology (HRST). This category
Following publication of a Communication on is broader in the sense that it includes not only
Women and Science in 1999 which called for researchers but also other S&T occupations,
more and better sex-disaggregated statistics in including, for example laboratory assistants. The
the field, a European Technology Assessment HRST data are derived from Labour Force
Network (ETAN) on Women and Science (EC, Surveys where the sex-breakdown is usually
2000a) presented a report entitled Science assured, but sample sizes may not always be
policies in the European Union – Promoting large enough to allow a breakdown by both sex
excellence through main-streaming gender and other variables at the same time.
equality in 2000. Among its conclusions was the
view that a precise overview of the situations of
women scientists in Europe required a concerted
improvement in the availability of reliable,
accessible, harmonised data on researchers
broken down by sex.
The Directorate General for Research at the
European Commission therefore launched an
44
EU-27 plus Iceland, Israel, Norway, Switzerland, and Turkey
45
UNESCO (2006). UIS S&T database in Feb. 2010.
Analysis of these data in larger countries does are women, 39% of researchers in government
however provide a broader view of how well labour research institutions are women and only 19% of
markets are providing S&T occupations for researchers in the business enterprise sector are
different tranches of the labour force, according to women.
level of qualification. Guidelines for HRST are to
Concerning the R&D investment intensity, men
be found in the Canberra Manual46 which was first
are more likely to concentrate in areas with
published by the OECD in 1995. The results
higher levels of funding (Eurostat 2004b). Across
presented in She Figures 2009 show that among
the fields of science, women researchers tend to
the EU-27 countries, 58% of women who have
cluster in social and medical sciences and are less
successfully completed education programmes at
visible in natural science and engineering. This
the third level in a Science and Technology (S&T)
phenomenon is referred to in the literature as
field of study are employed in an S&T occupation
horizontal segregation indicating disparities
(ISCO-2 Professionals and ISCO-3 Technicians),
along sectors or fields.
whereas this is the case for 55% of men. This
indicator serves as a broad initial benchmark Vertical segregation, on the other hand refers to
against which to interpret data on women gender differentials up the career ladder. A
researchers. possible method to establish whether gender
inequalities exist is to use odds ratios to assess
The OECD, the UNESCO Institute for Statistics
the likelihoods of men and women reaching the
and Eurostat are also in the process of
highest levels in their career.
undertaking a joint survey on the careers of
Doctorate Holders47 which will yield For example, in 2000 in Poland there were 1,445
internationally comparable indicators on the women full professors and 6,698 men full
careers and professional mobility of PhD professors. There were also 15,378 women and
holders48. 31,554 men Ph.D.holders working in academia.
One of the indicators used to measure greater number of girls than boys repeat more often in primary); in
progress towards gender parity in who have previously not enrolled other cases, it is because young
education is the Gender Parity Index in school. Countries where gender men move on more rapidly from
(GPI) of the Gross Enrolment Ratio for disparities in favour of boys have secondary education than young
each level of education. The GPI is the tended to exist over many years women, either into the world of
ratio of female to male enrolment will have a greater “backlog” of work or to other – often more
ratios. A Gender Parity Index close to girls to educate now, which will prestigious – streams of education
1.00 (between 0.97 and 1.03, according result in GPIs in excess of 1.03. (including higher levels or
to the Education For All Global • At the secondary level, the educational provision abroad). In
Monitoring Report) indicates parity at advantage may appear to be in some countries, it may be because
the given level of education. favour of girls in some cases more girls have undertaken further
because they have moved on more studies than boys at the secondary
When gender disparities in favour of level and that boys have dropped
rapidly than boys from primary
girls exist, there may be a number of out of the education system.
education(whereas boys tend to
explanations:
• At the primary level, the advantage Source: UNESCO, Education for All in least developed countries, 2006.
may appear to be in favour of girls
http://unesdoc.unesco.org/images/0014/001472/147259M.pdf
because countries are enrolling a
As in labour markets in general, men and women Assuming that the probabilities of promotion for
tend to be clustered in particular sectors and each sex were going to remain stable for the
fields of science. For example, throughout the foreseeable future, it can be calculated that based
European Union where 30% of all researchers on current trends, 1 in 11 women and 1 in 4.7
men will become a full professor during their
46
career (European Commission, 2003). Dividing
http://www.oecd.org/dataoecd/34/0/2096025.pdf
the probability for women by the probability for
47
www.oecd.org/sti/cdh men yields the odds that men are just over two
48
http://www.oecd- times (2.26) more likely than women to become
ilibrary.org/oecd/content/workingpaper/5kmh8phxvvf5-en full professors.
Using data from 2007, despite an increase of increased to 5.4. So men are now 2.35 times
nearly 500 women full professors and more than more likely than women to become a full
5000 women Ph.D. holders working in academia, professor – a worsening of the odds (see Box
women’s chances of becoming a full professor 4.32).
have declined to one in 13, and men’s have
49
For detailed methodological notes, please refer to EU 2003c
and EU 2009b.
100 UNITED NATIONS ECONOMIC COMMISSION FOR EUROPE WORLD BANK INSTITUTE
Developing Gender Statistics
UNITED NATIONS ECONOMIC COMMISSION FOR EUROPE WORLD BANK INSTITUTE 101
CHAPTER 4 Selected topics relevant to gender statistics and implications for data collection
Box 4.34: Health problems by sex and age 4.12.4 Implications for data collection
group, EU 2005 Comprehensive analysis need to be undertaken to
Percent of cohort responding “Yes” to the following fully understand health statistics. For example, an
question: analysis of crude death rates in the EU in 2006
“Do you suffer from long-standing (chronic) illness for the whole population showed rates of 952 for
or condition (health problem)? females and 998 for males per 100,000 inhabitants.
Problems that are seasonal or recurring should be However, using standardized rates, that is,
included”
adjusting for differences in the age distribution,
Age group Females Males the rate for women was substantially below the
Total 15 & over 29.1 32.9 rate for men (502 for women and 824 for men).
15-24 10.5 11.6
Box 4.35: Crude and standardized death rates by
25-34 14.4 14.8 cause of death, EU27 2006
35-44 19.7 21.7
per 100,000 inhabitants
45-54 30.2 32.0
Crude death Standardised
55-64 43.2 44.5 Cause rates death rates
65-74 53.1 56.7 Females Males Females Males
75-84 61.3 64.3 All causes 952 998 502 824
85 & over 63.7 67.6 Neoplasms 217 291 137 238
Source: EU SILC Malignant
neoplasm of 26 81 18 67
• Other health workers larynx
• Health-management and support workers Malignant
neoplasm of 36 1 25 0
Health financing is a critical component of health breast
systems. National health accounts (NHA)
Diseases of the
provide a large set of indicators on the basis of circulatory 428 376 201 303
expenditure information collected within an system
internationally recognized framework. NHA are
Accidents 24 42 14 38
a synthesis of the financing and spending flows
recorded in the operation of a health system, Suicide 6 19 5 17
from funding sources to the distribution of funds Source: Eurostat
between providers, and functions of health Some causes of death are of more relevance to
systems and benefits across geographical, one sex than the other, and age is a critical factor
demographic, socioeconomic and epidemiological for some causes. Neoplasms and diseases of the
dimensions. Indicators of interest include: circulatory system account for around two-thirds
• Total health expenditure as a percentage of of all deaths. Men have higher rates for deaths
GDP due to accidents and suicides. Women have higher
• Percentage of total general government crude rates for diseases of the circulatory system
expenditure that is spent on health but lower standardized rates after their longer life
• Per capita total expenditure on health at the expectancies have been adjusted for (see Box 4.35).
Purchasing Power Parity dollar rate (making Compiling health statistics for international
allowance for differences in price levels in comparison can often involve drawing on a wide
different countries). variety of data sources, for the same indicator,
A key determinant of health in later life is and these may make use of different definitions.
education. Basic indicators such as enrolment It is important to compare definitions and give
and literacy rates show very wide variation in attention to relevant metadata. An example of
different regions of the World, but across the some commonly used health statistical measures,
World except in industrialized countries women the rationale for using them and a brief definition
have lower literacy rates and received less of each indicator is given in Box 4.36.
education than men (see section 4.4).
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Life Reflects the overall mortality Average number of years that a newborn is expected to
expectancy at level of a population. live if current mortality rates continue to apply.
birth
Vital registration, census and surveys: Age-specific
mortality rates required to compute life expectancy at
birth.
Healthy life Substantial resources are devoted Average number of years that a person can expect to live
expectancy to reducing the incidence, in "full health" by taking into account years lived in less
duration and severity of major than full health due to disease and/or injury.
diseases that cause morbidity but
not mortality, and to reducing Death registration data. Estimates for the incidence,
their impact on people’s lives. prevalence, duration and years lived with disability by
major causes.
Infant Under-five mortality rate and Infant mortality rate is the probability of a child born in a
mortality rate infant mortality rate are leading specific year or period dying before reaching the age of
indicators of the level of child one, if subject to age-specific mortality rates of that
health and overall development period (typically expressed per 1,000 live births).
in countries. They are also MDG
indicators (i.e. used for Age-specific mortality rates among children are
monitoring progress towards the calculated from birth and death data derived from civil
Millennium Development Goals). registration, census, and/or household surveys.
Neonatal Neonatal deaths account for a Number of deaths during the first 28 completed days of
deaths large proportion of child deaths. life per 1000 live births in a given year or period.
Mortality during the neonatal
period is considered to be a Civil registration: the number of live births and number
useful indicator of maternal and of neonatal deaths are used to calculate age-specific
newborn health and care. rates. This system provides annual data.
Household surveys: calculations are based on birth
history – a series of detailed questions on each child a
woman has given birth to during the 5 or 10 years
preceding the survey. The total number of live births
surveyed provides the denominator.
Maternal Complications during pregnancy Number of maternal deaths per 100,000 live births during
mortality and childbirth are a leading cause a specified time period, usually 1 year.
of death and disability among
women of reproductive age in Vital registration, household surveys, census, health
developing countries. The service records and specific studies on reproductive-age
maternal mortality ratio mortality.
represents the risk associated
with each pregnancy, i.e. the
obstetric risk. It is also an MDG
indicator for monitoring Goal 5 -
Improve maternal health.
Age The numbers of deaths per The age-standardized mortality rate is a weighted
standardized 100,000 population are average of the age-specific mortality rates per 100,000
mortality rates influenced by the age distribution persons, where the weights are the proportions of persons
of the population. Age- in the corresponding age groups of the WHO standard
standardized mortality rates population.
adjust for differences in the age
distribution of the population by Death registration data, sample registration systems,
applying the observed age- available data on child and adult mortality from censuses
specific mortality rates for each and surveys, together with population-based
population to a standard epidemiological studies, disease registers and
population. notifications systems for the estimation of mortality for
21 specific causes of death.
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CHAPTER 4 Selected topics relevant to gender statistics and implications for data collection
Immunization Immunization coverage estimates Measles immunization coverage is the percentage of one-
coverage for 1 are used to monitor immunisation year-olds who have received at least one dose of measles
year olds services, to guide disease containing vaccine in a given year.
eradication and elimination
efforts, and are a good indicator DTP3 immunization coverage is the percentage of one-
of health system performance. year olds who have received three doses of the combined
diphtheria and tetanus toxoid and pertussis vaccine in a
Measles immunization coverage is given year.
also an MDG indicator for
monitoring Goal 4 - Reduce child HepB3 immunization coverage is the percentage of one-
mortality. year-olds who have received three doses of Hepatitis B3
vaccine in a given year.
Administrative data: Reports of vaccinations performed
by service providers are used for estimates based on
administrative data service providers (e.g. district health
centres, vaccination teams, physicians). The estimate of
immunization coverage is derived by dividing the total
number of vaccinations given by the number of children
in the target population, often based on census
projections.
Presumed Acute respiratory infections (ARI) Proportion of children aged 0–59 months who had
pneumonia are responsible for almost 20% of ‘presumed pneumonia’ (ARI) in the last 2 weeks and were
all deaths of children aged less taken to an appropriate health-care provider.
than 5 years worldwide. The Household surveys.
proportion of under-fives with ARI
that are taken to an appropriate
health-care provider is a key
indicator for coverage of
intervention and care-seeking,
and provides critical inputs to the
monitoring of progress towards
child survival-related Millennium
Development Goals and
Strategies.
Low birth At the population level, the Percentage of live born infants that weigh less than 2500
weight proportion of babies with a low g, for a given time period. Birth weight is the first weight
birth weight is an indicator of a of the foetus or newborn obtained after birth. For live
multifaceted public-health births, birth weight should ideally be measured within the
problem that includes long-term first hour of life before significant postnatal weight loss
maternal malnutrition, ill health, occurs.
hard work and poor health care in Health-service statistics: the proportion of live births
pregnancy. On an individual with low birth weight, among births occurring in health
basis, low birth weight is an institutions.
important predictor of newborn
health and survival. Household surveys.
Obesity The prevalence of overweight Percentage of adults classified as obese (BMI ≥ 30.0
and obesity in adults has been kg/m²) among total adult population (15 years and older).
increasing globally. An increase in Nationally representative household surveys, including
body mass index (BMI) Demographic and Health Survey (DHS).
exponentially increases the risk
of non-communicable diseases,
such as coronary heart disease,
ischemic stroke and type-2
diabetes mellitus. Raised BMI is
also associated with an increased
risk of cancer.
Source: http://www.who.int/whosis/indicators/2007compendium/en/index.html
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CHAPTER 4 Selected topics relevant to gender statistics and implications for data collection
Social Survey showed that while women and for men (35 per 1,000 women compared with 7 per
men experienced comparable overall rates of 1,000 men). The survey also showed that women
violent victimization, the rate of sexual assault experienced more serious and repeated violence.
for women was five times higher than the rate
Statistics on violence against women can be used • Assist medical and social service agencies in
effectively to: the design of services for victims and offenders
• Evaluate the extent to which policies to • Assist judicial authorities to raise awareness
reduce violence are working or not among police, lawyers and judges and improve
• Make a significant and sustained impact on the criminal justice response to violence, and
public awareness of the extent, nature and • Assist educators in the training of service
dynamics of sexual, physical and providers and others whose work brings
psychological violence against women them into contact with victims and offenders.
• Provide detailed data on the nature and extent Policymakers and activists have called on States,
of violence against women to criminal intergovernmental agencies and others to develop
justice practitioners, medical practitioners, a set of international indicators on violence against
service providers, legislators and researchers women (UN 1995a). These indicators should be
• Make available detailed data on correlations based on widely available and credible data
and risk markers for violence to better collected at the national level. These are needed
understand the dynamics of violence and to for three main purposes:
design prevention programs
• To persuade policymakers of the need to
• Develop shared ethical standards for use in take action to address violence against
research into violence against women women. The most compelling evidence has
• Assist governments in forming legislation been based on household surveys that measure
and policies that respond to violence against the extent and characteristics of different
women forms of violence against women. There are
106 UNITED NATIONS ECONOMIC COMMISSION FOR EUROPE WORLD BANK INSTITUTE
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numerous examples around the world in which Following up on the UN General Assembly
the presentation of survey data on violence Resolutions on this topic, the UN Statistical
against women has galvanised political will Commission has set up a group of countries
and resulted in legislative and policy reforms. acting as Friends of the Chair to develop
• To measure access and quality of services indicators and other methodological standards for
to survivors of violence. This information is measuring violence against women to be
generally derived from the administrative implemented in national statistical systems.
records of the criminal justice system, health A set of core indicators and guidelines for
and social services or of NGOs that provide producing statistics on violence against women
services to survivors of violence or from will be submitted to the UN Statistical
research on women’s perceptions and use of Commission in 201151.
services. Evaluation research, using both
qualitative and quantitative methods, is key There are two main types of sources of statistical
to assessing the effectiveness of programmes. data: national population sample surveys and
administrative statistics. Surveys dedicated to
• To monitor the progress of States in meeting
measure violence against women are better tools
their international obligations to address
to collect information on gender-based violence
violence against women. Relevant indicators
since, if properly designed, they reflect the actual
would measure the impact of policies through
occurrences of victimization rather than what is
changes in the prevalence and incidence of
reported to officials. Women tend to underreport
violence, progress in the establishment of
sexual offences to officials and therefore statistics
legal and policy reforms and availability of
based on officially reported cases heavily under-
services and budgetary allocations to address
estimate the phenomenon. For example, as
violence against women.
revealed in the 2004 Canadian General Survey
on victimization, only about one in three women
4.13.4 Implications for data collection assaulted by partners reported the assault to the
police. Some factors that may discourage women
Over the past decade, progress has been made in
to report violence, particularly domestic violence,
documenting the extent and nature of violence
include women not being aware of their rights
against women, particularly through new
and not knowing that they could be protected,
surveys. While a great deal has been accomplished
mistrust in the authorities, the absence of the law
already, there are still challenges and gaps in
or its imperfection, and gender stereotypes.
developing knowledge on this issue in all parts of
the world, especially in the regions where Administrative statistics
violence against women is under recognized. Relevant administrative statistics on violence
Some statistical challenges are due in part to the against women can be obtained not only in the
lack of standardization in methods and area of criminal justice, but also in health, civil
questionnaires, and uneven development in survey law, housing and in other agencies that help
and research design. victims. While these statistics cannot be used to
The involvement of national statistical systems in determine the actual rate of violence against
violence against women surveys can be seen as women, it is important to be able to assess the
an indication of a political will to measure the contribution that these systems make to address
magnitude and the different forms of violence violence against women. For example, changes
against women in a given country. in levels and types of reporting may provide data
on changes in willingness to report and confidence
At the sixty-second session of the United Nations in the justice system.
General Assembly, National Statistical Offices
were requested to provide “data disaggregated by It is difficult to harmonize all definitions across
sex, age and other relevant information, on the administrative systems since they are embedded
extent, nature and consequences of all forms of in local laws and procedures. However, additional
violence against women, and on the impact and collection of data on items such as the relationship,
effectiveness of polices and programmes for,
including best practice in, combating such 51
See
violence” (United Nations 2006c). http://unstats.un.org/unsd/demographic/meetings/vaw/default.ht
m for further details
UNITED NATIONS ECONOMIC COMMISSION FOR EUROPE WORLD BANK INSTITUTE 107
CHAPTER 4 Selected topics relevant to gender statistics and implications for data collection
if any, of the victim of a violent assault to the the recognition of groups at risk, information on
perpetrator, would enable statistics to be collected perpetrators of violence and the different patterns
on domestic violence without the need to change of violence in its several forms. “Lifetime” and
the legal categories of crime. “the last 12 months” are the most commonly used
reference periods to study violence against
Detailed information is needed about the court
women (UNECE-UNODC 2010).
response to violence against women, including
convictions or acquittals, type of sentence, Work is ongoing in UN to develop a survey
treatment ordered, bail granted or denied, charges module on violence against women that could be
reduced, supports for victims provided at court, used in different countries to collect data on the
and protection orders. Counts of repeat offending core indicators identified by the UN Statistical
and repeat victimization are needed to assess the Commission’s Friends of the Chair group55.
effectiveness of criminal justice systems responses.
Surveys, while being the best vehicle to collect
Information on the number of women presenting information about violence against women, have
to hospitals for medical treatment for injuries significant collection and definitional issues. In
resulting from violence is needed as an indicator planning surveys, particular attention should be
of the severity of the problem, demand for health devoted to:
services resulting from violence, and the portion • How to ask women about their experience
of health costs that are due to violence. with violence and how to design the
Surveys questionnaire so that women are asked about
Survey research on violence against women has violence in an indirect way
been carried out within general victimization • The reference period of victimisation (lifetime,
surveys, but the inadequacies of these surveys in previous 6 months, one year, five years)
addressing violence against women led to the • Definition of study population (women over
development of specialized surveys. National-level 18, 15-49, 15-65, ever married, ever
surveys on violence against women, especially partnered)
those conducted by national statistical institutes, • What information should be collected on the
have been undertaken in countries of the UNECE victimisation event
region only since the mid 1990s.
• How to assure the safety of women, make
There are currently on-going efforts of international sure that the data remains confidential and
organizations and institutes to support the that women will not be affected by revealing
implementation of internationally comparative their experiences of violence.
surveys dedicated to violence against women by
Refusals are likely to be the main element of
encouraging the use of a standard survey
non-response in violence against women surveys.
methodology. Two important examples of multi-
Issues that affect refusals include: wording, length
country efforts of dedicated surveys are the
of the interview, sensitive nature of the survey
International Violence against Women Surveys
topic, survey method, as well as time availability
(IVAWS),52 and the WHO Multi-Country Study
of the respondents. Experience has shown that
on Domestic Violence and Women’s Health.53
surveys with the lowest non-response rates are
In victimization surveys, the focus is on obtaining those that make use of advance letters, call-backs,
current reliable estimates of victimization rates54. and follow-ups. The use of proxy interviewees is
In contrast, the most critical issues in surveys problematic when dealing with such sensitive
that measure violence against women relate to and personal information. Attention needs to be
the definition of violence, the identification of given to preserving the privacy and safety of
violence typologies, the disclosure by victims, respondents and interviewers if non-response is
to be kept to acceptable levels. Women should be
52
interviewed when they are alone. Confidentiality
See http://www.heuni.fi/12859.htm
53
See WHO (2005) and
http://www.who.int/gender/violence/who_multicountry_study/.
54 55
For general guidelines on victimization surveys, see the See
UNECE-UNODC manual on victimization surveys at http://www1.unece.org/stat/platform/display/VAW/Measuring+v
http://www.unodc.org/unodc/en/data-and-analysis/Manual-on- iolence+against+women;jsessionid=A6E340ACFF14A52FBDA
victim-surveys.html 4EBE35C6BF7E3 for further information on the survey module
108 UNITED NATIONS ECONOMIC COMMISSION FOR EUROPE WORLD BANK INSTITUTE
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from her family and even from the interviewer respondents have been the victims of ‘violence’
assists disclosure. or have ever been ‘assaulted’ or ‘sexually assaulted’
(see Box 4.39 for an example). Providing multiple
A broad range of information on the type of
opportunities for disclosure will help to counter
violence should be collected and it should not be
the reluctance or hesitance of many women to
limited to rape and partner violence. The severity
talk about their experiences. Single questions
and frequency of incidents should also be obtained.
have been shown to undercount rates of partner
The relationship between victim and perpetrator
violence and sexual violence, which women are
is a key category for classifying the types of
naturally reluctant to discuss. Multiple questions
violence. The majority of surveys measure intimate
may also elicit links between different types of
partner violence, which is defined as violence
violence. For example, the 2004 Canadian GSS
perpetrated by current and former spouses,
survey found that there was a correlation
cohabiting partners, dates, and boyfriends. Many
between emotional abuse and spousal violence.
surveys have the objective to identify all
perpetrators, including those who are not intimate There is evidence that interviewers’ characteristics
partners. Perpetrators should be differentiated by and training contribute to data quality, easier
classification characteristics such as age, sex and disclosure of respondents’ experience of violence,
type and length of relationship with the victim. improved confidentiality of the information and
safety of the respondent.
Surveys need to ask about experiences with
violence in behavioural terms, not simply whether
Experience with interviews on violence against to continue through to questions about violence
women has shown that, despite the sensitivity of and are able to speak freely and safely.
the topic, it is possible for interviewers to collect
Both reliability and validity will be affected if
reliable and valid information on violence against
respondents interpret question wording
women, provided they are sensitive to the issue
differently to other respondents or if large
and have received appropriate training. There is
numbers fail to disclose incidences of violence
also a responsibility on the part of survey
against them. If large numbers of women refuse
managers to prepare for and to respond to
to report honestly on their experiences of
emotional trauma on the part of interviewers who
victimisation then violence will be undercounted.
might become distressed by repeatedly hearing
It is therefore necessary to develop innovative
stories about violent victimization. It is important
approaches that are sensitive to the women
that the WHO ethical and safety
responding and give respondents options as to
recommendations (see Box 4.40) are carefully
when and how to participate, thus encouraging
taken into consideration.
participation and candid disclosures of violence.
Interviewers will generally not know in advance
Very few violence against women surveys are
when a woman is approached for an interview if
conducted on a regular basis: most are ad hoc
she has had violence in her life or if she is
surveys. While these are important in providing
currently living with a violent partner.
benchmark data, it is also important to be able to
Interviewers have an ethical responsibility not to
measure changes over time. However, the need
endanger a woman whose violent partner may
for time series data may be in conflict with the
learn of the nature of the interview. Through
need to introduce evolving international
training and experience, interviewers can detect
standards in data collection.
whether respondents have the necessary privacy
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CHAPTER 4 Selected topics relevant to gender statistics and implications for data collection
A survey that is dedicated to violence against women, since the women who are the most
women is likely to produce the best methodology. heavily abused are likely to be marginalised and
Against this, it is cheaper to append a module on socially excluded in other ways. In most cases
violence against women to a survey that is already the surveys are limited to adult respondents. It is
established. often not possible to include younger respondents
on legal or ethical grounds.
If ad hoc modules are to be appended to ongoing
surveys, then the ongoing survey should deal A survey methodology does not lead itself to
with similar topics (e.g. health, victimisation). A addressing important forms of violence against
full-scale survey should be preceded with women, such as trafficking and forced
adequate pilot testing of the methodology and of prostitution. Women in these situations are not
the questionnaire. easily available to be interviewed and will
require specially targeted studies as opposed to
The need to develop a sample that is
random surveys of the population.
representative of the population as a whole is
especially acute in the field of violence against
Box 4.40: WHO Ethical and Safety Recommendations for collecting data on violence against women
• The safety of respondents and • The study design must • Researchers and donors have
the research team is include actions aimed at an ethical obligation to help
paramount, and should guide all reducing any possible distress ensure that their findings are
project decisions. caused to the participants by properly interpreted and used
• Prevalence studies need to be the research. to advance policy and
methodologically sound and to • Fieldworkers should be intervention development.
build upon current research trained to refer women • Violence questions should
experience about how to requesting assistance to only be incorporated into
minimise the under-reporting available local services and surveys designed for other
of violence. sources of support. Where few purposes when ethical and
• Protecting confidentiality is resources exist, it may be methodological requirements
essential to ensure both necessary for the study to can be met.
women’s safety and data create short-term support
quality. mechanisms.
• All research team members Source: WHO (2001).
should be carefully selected and See also http://www.who.int/gender/violence/en/womenfirtseng.pdf
receive specialised training and
on-going support.
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Gender attitudes in all aspects of human life are this direction. Stereotype attitudes and traditional
important to study and understand. In recent years beliefs play an important role in attempts to change,
there has been a transformation in the world of or to withstand changes, in gender relations.
work, which has had profound consequences for
Attitudinal measures on specific national policy
individuals, households, and wider society, as
items could be useful to inform policy-makers to
people attempt to reconcile work, family lives,
what extent new initiatives might get broad
and social life. It is important to measure the
acceptance or which initiative may need intense
attitudinal barriers that society and people place
efforts to attract support. For example, regarding
in the way of facilitating these changes.
attitudinal data on female participation in decision-
The attitudes of women on some issues appear to making issues, measuring the general level of
be more closely related to age than to educational support for initiatives like preferential policies can
attainment. A Canadian survey56 found that young be useful to develop implementation strategies.
women were more likely than their older counter- The attitudes of decision-makers themselves to
parts to respond that being able to work for pay is increasing the representation of women at senior
important or very important to personal happiness, decision-making levels are also of relevance.
regardless of their educational background. For Only by measurement can efforts to change
example, among women who had attended attitudes on female leadership be evaluated.
university, 80% of those aged 15 to 24 held this
At the European level, since 1973 the European
view, compared with 35% of women aged 65 and
Commission has been monitoring the evolution
over (see figure below). Results of the survey also
of public opinion in the Member States through
revealed that men’s views on this subject tended
the standard Eurobarometer survey conducted 2
to be similar across all ages and levels of
to 5 times a year, in order to help the preparation
educational attainment.
of texts, decision-making and the evaluation of
its work.57 Special Eurobarometer reports are
based on in-depth thematical studies carried out
irregularly for various services of the European
Commission or other EU Institutions and integrated
in Standard Eurobarometer's polling waves.
These investigate topics such as agriculture,
biotechnology, energy, environment, gender
roles, family, youth, elderly, health-related
issues, immigration, poverty, regional identity,
science and technology, working conditions,
consumer behaviour, urban traffic etc. An example
is the special Eurobarometer survey on European
citizens’ attitudes towards nuclear energy and
radioactive waste, conducted in 2008 (as a
follow up to similar surveys conducted in 1998,
2001 and 2005). While 54% of males were in
favour of energy production by nuclear power
4.14.3 The value-added of statistics stations, only 34% of females were.
While national statistical offices measure outcomes, Box 4.41 presents an example of a survey on
such as employment rates and educational attitudes towards learning conducted in Canada.
attainment, most do not measure the attitudinal Box 4.42 describes a survey on gender opinions
factors influencing these outcomes. Attitudes and in South Africa. A survey on gender attitudes
opinions play a role in maintaining gender conducted in Azerbaijan is briefly described in
inequalities, thus should be measured adequately Box 4.43.
and regularly. Their relevance for policy
development, implementation and evaluation in
many domains would justify more investment in
56 57
http://www.statcan.ca/english/kits/pdf/social/women2.pdf http://ec.europa.eu/public_opinion/
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CHAPTER 4 Selected topics relevant to gender statistics and implications for data collection
Box 4.41:
4.41: Survey of Canadian Attitudes towards Learning
The Survey of Canadian Attitudes • Early Childhood Learning and • Health and Learning pertains to
toward Learning is conducted Structured Learning focus on how Canadians learn about
annually since 2006 by Statistics the goals, quality, and priorities health in general; where they
Canada in collaboration with the of formal education. get their information in relation
Canadian Council on Learning to • Adult Learning/Work and to particular health issues; and
assess Canadians' needs, opinions and Learning seeks to answer to a lesser extent, what
knowledge concerning learning and questions, such as: What motivates people to learn about
education. The survey covers learning motivates adults to engage in health.
themes of current importance: early work-related education and The results of the survey are of
childhood learning, structured learning? What keeps them from considerable interest to those who
learning (elementary, secondary and participating in work-related help to plan policies and services in
post secondary), and adult or work- learning? What are the the area of learning and education.
related learning. In 2006, also differences between adults who The survey helps identify knowledge
learning on health-related issues was do and those who do not engage gaps that exist and leads to a deeper
covered. in work-related learning? understanding of attitudes towards
learning among Canada's population.
Source: http://www.ccl-cca.ca/SCAL2009/ and
http://www.statcan.gc.ca/cgi-bin/imdb/p2SV.pl?Function=getSurvey&SDDS=5122&lang=en&db=imdb&adm=8&dis=2
4.14.4 Implications for data collection they agreed, disagreed, or were neutral in respect
of each of the following statements:
Attitudes may be difficult to measure. Usually
the respondent is asked whether he/she agrees or • When a woman invites a man for a drink,
disagrees with various statements on an issue – after an evening out, this often means that
possible answers often including Strongly Agree, she would like to have sexual intercourse
Agree, Neither/Don’t know, Disagree, Strongly • If a woman says no to sexual advances, she
Disagree (often referred to as a Likert five-point means no
scale). Answers to the set of statements are
• If a man gives a gentle slap on the buttock of
sometimes combined to create an attitude scale
a woman, it is a compliment for her
for the issue in question. Sometimes the neutral
answer/middle category is not given so that • In sexual intercourse a man should take the
respondents are induced to take a position, or at initiative
least it is not read out in interviews but is only • If a man is married or has a steady relationship
recorded if the respondent spontaneously uses it. with a woman, he has a right to have sexual
The choice of the set of items to use, question intercourse with her
wording and order can be even more important in • Too often boys and men impose their will in
a survey on attitudes than it is in a survey sexual relations
concerning experiences and facts. Statements • Nowadays women interpret men’s behaviour
often elicit socially desirable answers rather than too soon as sexual harassment
a true reflection of the respondent’s attitude.
There is also no proof as yet that the responses to • When a man beats his wife, he should leave
a series of statements concerning attitudes are a the house and not the woman (as is most
good predictor of behaviour. often the case)
• In cases of domestic violence, the position of
An example of a list of statements used to measure the police should be one of reticence.
gender attitudes comes from the Netherlands.
The Dutch government believes that attitudes are In most countries, the national statistical office is
an important determinant of structural inequalities unlikely to organise a survey that focuses only on
in power between women and men, and has gender attitudes. An example of questions used at
therefore run several campaigns over the years to the European level comes from the European
raise awareness and change attitudes. Towards Social Survey (ESS). The central aim of the ESS
the end of the decade, the government developed an is to gather data about changing values, attitudes,
Emancipation monitor and arranged for a special attributes, and behaviour patterns within
survey focused on a range of emancipation-
related issues. Respondents had to indicate where
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Europe’s social, political and moral climate.58 • In what way, and how much, do the
This survey intends to measure and explain how possibilities of and problems in combining
people's social values, cultural norms and family and work correlate with job, family,
behaviour patterns are distributed, the way in and personal life satisfaction?
which they differ within and between nations, • How do the modern family and job structures
and the direction and speed at which they are affect gender relations?
changing (EC 2006b and 2006c).
• To what extent do national policies (such as
Data collection takes place every two years, by care service and parental leave schemes)
means of face to face interviews of around an enable men and women to reconcile work
hour in duration. The questionnaire consists of a and family life?
'core' module lasting about half an hour - which
• Do socio-economic and ethnic-based
remains relatively constant from round to round -
inequality in employment opportunities and
plus two 'rotating' modules, repeated at intervals,
working conditions on the one hand, and
each devoted to a substantive topic or theme. The
family arrangements on the other, influence
themes covered in the core modules are: Trust in
social cohesion?
institutions; Political engagement; Socio-political
values; Moral and social values; Social capital; • To what extent do job histories, and family
Social exclusion; National, ethnic, religious identity; events and structure, create social and
Well-being, health and security; Demographic economic resources and influence the health
composition; Education and occupation; Financial status and life satisfaction of people during
circumstances; and Household circumstances. retirement ages?
Another example on the attitudes towards work
Relevant to gender concerns, a rotating module
and family life and women’s roles is from Canada.
within the ESS survey focused on the inter-
In the 1995 General Social Survey, the following
relations between work, family and well-being. It
questions were asked of a representative sample
dealt with the implications for personal well-being
of the Canadian population:
of changes in the nature of work and in the nature
of family and household structures. Everyday • In order for you to be happy in life, is it very
experiences of combining work and family important, important, not very important or
obligations are crucial for the life satisfaction and not at all important to be able to take a
psychological well-being of European citizens. paying job either outside or inside the home?
The aim of the module was to provide insights • Can you tell me if you strongly agree, agree,
into current issues of work, family and well-being disagree or strongly disagree with each of
and into the interactions between them. The the following statements?
module included the following questions about o An employed mother can establish just as
family and work: warm and secure a relationship with her
• To what extent is it possible to combine children as a mother who does not work
modern working life with family life in for pay.
Europe? o Having a job is the best way for a woman
to be an independent person.
58
The European Social Survey, o Both the man and the woman should
http://www.europeansocialsurvey.org/
contribute to the household income.
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o A pre-school child is likely to suffer if intersection that risks being overlooked by those
both parents are employed. focusing on gender concerns in general, as well
o A job is all right, but what most women as by those focusing on minority group concerns.
really want is a home and children. The data are essential for raising awareness -
both among policymakers and the general public
- of the complex interaction between these
4.15 Minority groups different dimensions, and for developing
coordinated policies and programs to address
4.15.1 What are they
both areas of concern (see section 1.3).
Within most countries there are groups of people
The ethnic and cultural composition of the
with specific ethnic, cultural, linguistic and/or
population has become increasingly diverse in
religious backgrounds that differ significantly
many countries, largely as a consequence of
from the bulk of the population. Such groups are
recent and past migration flows. Reflecting this,
often referred to as minority groups as they
data on population groups with particular ethnic,
represent, in each case, a relatively small
cultural or migration characteristics are of
proportion of the total population.
increasing relevance to many countries in under-
Females and males within a particular group may standing the cultural diversity of the population
differ from their counterparts in the rest of the and the position of these groups within society.
population in terms of their roles, characteristics Such data are important in determining and
and social and economic circumstances. They monitoring migration, integration, anti-
may also differ from each other in ways that discrimination and minority group policies.
contrast with the rest of society or other minority
For example, migrant settlement issues and
groups.
outcomes are often an important policy focus as
In many countries, statistics reflecting the realities people arriving under some migration programs
of women and men belonging to minority groups or from particular countries may face more
are scarce. This is despite the growing interest of difficulty than others adjusting to a new way of
national, regional and international bodies in life in an unfamiliar environment. The wellbeing
both minority and gender issues and significant of indigenous peoples is a further area where the
progress in some countries in producing gender- policy focus has sharpened in some countries,
relevant data on minority groups. Part of the reflecting concerns over the circumstances and
explanation may be due to the measurement life chances of these individuals and greater
challenges that emerge when a joint perspective appreciation of their unique cultural heritage.
on gender and minorities is adopted.
Gender issues within population sub-groups like
these, can vary considerably and the availability
4.15.2 Why they are important of gender-related data is crucial to orient policies
as well as to facilitate mutual understanding and
Statistics on the situation of women and men
cohesion across these groups and the wider
belonging to specific ethnic, religious or national
community. Reliable gender-relevant indicators
groups are needed to increase visibility and
need to be produced on a regular basis not only
understanding of the social and economic issues,
for the mainstream population but also for
including gender issues, affecting these groups minority groups.
and the lives of their members. Such data are
particularly important because gender issues Policies addressing gender issues in general, such
within minority groups are located at an as programs to increase gender equality in
The Azerbaijan Human Development national policy action for ensuring non-governmental organizations, and
Report 2007 presents findings of the greater gender equality. gender specialists). The Report was
first national survey of gender attitudes produced by the United Nations
ever carried out in Azerbaijan (or any The countrywide survey targeted Development Programme in
other CIS country), in 2005. The 1,500 respondents. 80 focus-group collaboration with the State
Report aims to identify gender interviews were conducted as well as Committee for Family, Women and
attitudes and analyze their impact on in-depth interviews with more than Children's Issues of the Republic of
gender equality in the country, 50 experts (e.g. government officials, Azerbaijan, with financial support
thereby stimulating public debate on public figures, representatives from from the Government of Norway.
the status of men and women in
Azerbaijani society and encouraging Source: UNDP Azerbaijan (2007).
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employment or education, or to support families, with respect to the mainstream population but
do not necessarily bring the same outcomes in the also between minority groups.
mainstream population and in minority groups. For
With the aim of creating a database on the status
example, women in these groups might have
of the Roma population, UNDP conducted a
special difficulties that are not targeted by such
‘Vulnerable Groups Survey’ in 2004. The survey,
policies. Detailed data are therefore needed to
one of the efforts of the Decade of Roma
tailor policies that can effectively address gender
inclusion (an explicit commitment by nine
issues of minority groups.
governments in Central and South-Eastern
On another aspect, gender roles are important in Europe to combat Roma’s poverty, exclusion and
facilitating communication and integration discrimination), revealed that the data collection
between the various minority communities and/ methods tended to lack gender-sensitive
or between the mainstream population and specific approaches and appropriate ethnic dimensions.
groups. For example, public debate often focuses Box 4.47 lists the main suggestions for
on the role of women within specific migrant or improvement.
ethnic communities, and the implications of this
The following three country examples show the
role for relationships between the various
importance of collecting and disseminating
communities. Statistical evidence is needed to
gender-relevant data for minority groups. Box
provide sound data to inform such debate and to
4.44 provides an example from the United States
underpin related policies.
showing the relevance of both gender and
ethnicity to monitoring earnings levels and
4.15.3 The value-added of statistics patterns in that country, as these two dimensions
jointly operate as a social stratifier in the United
In most cases, gender-relevant data on minorities States. Box 4.45 relates to unemployment rates
are important to show the extent to which women
of ethnic groups in the United Kingdom. It shows
and men belonging to various minority groups
once again that gender patterns within ethnic
are more or less disadvantaged when compared
communities can be very diverse.
with each other or the rest of society. They may
suffer disadvantage not only because they are Box 4.46 compares the long-term health
members of the minority group but also because conditions of Australia’s Indigenous women with
of their gender. those of Indigenous men and non-Indigenous
women. It illustrates one of many areas where
For example, statistics on employment or income
survey data has shown that Indigenous people
based on sample surveys may be available for the
experience disadvantage compared with the
population as whole and, in many cases, for
wider population, with the extent of this
population groupings formed from dissections
disadvantage varying by gender.
such as sex, age, country of birth and family
type. Aggregates compiled at this level, however, This kind of information can assist in identifying
can hide important differences between women gender-sensitive approaches to address the
and men belonging to minority groups, not only disadvantage and in targeting government
programs to those most in need.
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Box 4.44: Median annual earnings by sex and ethnicity, United States 2005 (US Dollars)
In the total population of the United 40,000
States, men had higher annual earnings
than women in 2005 and this held true 35,000
for every ethnic affiliation: in particular,
30,000
women of the most disadvantaged
group, the white Hispanics, had the 25,000
lowest earnings level. However, the
pattern by gender was very diverse: 20,000
for example, two groups with similar
15,000
earnings levels – African Americans and
American Indians/ Alaska Natives – 10,000
showed quite different gender pay
gaps: for the former, the percentage 5,000
Box 4.45: Unemployment rate by sex and ethnicity, United Kingdom 2004
Although the total unemployment rate Perc entages
Australia’s Indigenous population Health Survey and the National 68% reporting two or more long-
represents 2.5% of the total population, Health Survey. Among the findings term conditions compared with
based on 2006 Population Census from comparisons of long-term 58% of Indigenous men.
results. Various data sources can be health conditions were: • After adjusting for age
used to compare the circumstances • 85% of Indigenous women aged differences between the two
and outcomes of Indigenous women 18 years and over reported at populations, Indigenous women
and men, both with each other and least one long-term condition were more than 10 times as likely
with non-Indigenous people. compared with 77% of Indigenous as non-Indigenous women to have
For example, Indigenous women’s men. kidney disease; more than four
health can be compared with that of • The prevalence of multiple times as likely to have diabetes
Indigenous men and non-Indigenous conditions was also higher /high sugar levels; and nearly
women using data from two surveys among Indigenous women, with twice as likely to have asthma.
conducted by the Australian Bureau
of Statistics in 2004-05: the National
Aboriginal and Torres Strait Islander Source: ABS 2007a
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Box 4.47:
4.47: The 2004 UNDP ‘Vulnerable Groups Survey’ on Roma Population
The 2004 UNDP ‘Vulnerable Groups • Collect gender and ethnically sensitive data together
Survey’ has probably been one of the • Statistical institutions need to have the capacity to provide necessary
biggest surveys ever conducted on guarantees on the privacy and use of the data
the Roma population. The survey • Legal frameworks need to balance the protection of privacy (individual
interviewed some 8,273 households data) and the need of anonymous ethnic data for policy analysis
consisting of Roma as well as of the • Existing data collection systems need to be sensitized to issues regarding
non-Roma population in the ethnicity and gender for example by:
countries of South-East Europe. The - sufficiently disaggregating existing data
survey used identical questionnaires - developing adequate indicators that capture a wider context
and followed identical sampling and - complementing data collected with the household as the unit of
methodological guidelines in all measurement
countries. - involving the ethnic community in the collection of data
In order to overcome some of the - modifying existing questionnaires or creating new ones with
challenges in collecting data on emphasis on gender and ethnic sensitive questions.
gender and ethnicity, the following • Cooperation and partnership between data producers and users is necessary
suggestions and recommendations • Compliance with quality standards for data (reliability, consistency,
for improvement were put forward usefulness) must be ensured
for consideration: • Develop methodologies to complement registry data with survey based
instruments complementing ethnic dimensions to the specific topic studied.
Source: UNDP (2006)
4.15.4 Implications for data collection In the field of international migration alone, there
are many ways of identifying and classifying
Definition and identification of minority groups
population groups (as described below) and
Various factors can hinder data production on many of the groups overlap. Each group is
minorities and they have to be dealt with to relevant for analyzing different aspects of the
produce good quality data on gender and migration and integration process and represents
minorities. At the most fundamental level, the a possible target of different programs and
minority groups of interest need to be defined in policies. The size of each group depends on the
a way that facilitates their identification. While country, its legislation and its migration history.
determining one’s gender status is relatively
easy, defining minority status is much more Overlaps between groups are also common in
complex. other fields. For example, affiliation with certain
ethnic groups is distinct from affiliation with
There is no generally accepted definition of a language or religious groups and from
‘minority group’ and the term itself is not used in membership of particular groups based on
the statistical outputs of many countries. ancestry. Individuals are frequently members of a
Different countries or regions use different range of different groups when these different
approaches to define and identify the small aspects are considered. The combined collection
groups within their populations for which and analysis of data on groups with several
statistics are required. User priorities are ethno-cultural and/or migration characteristics
important in deciding which groups should be can be particularly informative for the
separately identified and the types of statistics to understanding of cultural diversity.
be produced. Gender perspectives are invariably
important for each separately identified group. Criteria used to identify certain types of groups
For purposes of discussion in the rest of this
The groups of interest may be defined by
section, minority groups are confined to those
reference to a person’s ethnic affiliation, racial or
that are based on a person’s ethnic, cultural or
ethnic origin, indigenous origin, ancestry,
migration characteristics. Two main approaches
language, migration status or religious affiliation.
tend to be used in defining and identifying
They may also be defined by reference to other
minority groups of this kind: those based on
personal factors that reflect policy priorities or
subjective criteria, and those based on objective
social issues in the particular country (e.g. people
criteria. Sometimes a mixture of the two
who have a disability, lone mothers and fathers,
approaches is used.
long-term unemployed persons, elderly women
and men, prisoners, same-sex couples etc.).
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CHAPTER 4 Selected topics relevant to gender statistics and implications for data collection
Approach and
Advantages Disadvantages
identification criteria
Migration background • These topics are usually not sensitive, • Being born in a foreign country or having
(objective criteria are easy to collect, compile and a foreign parent or citizenship does not
approach) disseminate and are often readily necessarily indicate minority status.
• Country of birth available. • These concepts may not reflect the
• When a foreign country is reported, cultural background of individuals.
• Region of birth
these concepts reflect a migration • No possibility of identifying third and
• Country of birth of process that individuals or their parents
parents subsequent generations.
undertook.
• Citizenship • Citizenship may also detect groups
that have higher probability of
discrimination due to legal barriers.
Ethnic and cultural • Based on self-declaration. • Topics based on racial and ethnic status,
characteristics • Better identification of population or religious affiliation, can be highly
(subjective criteria groups with similar cultural and/or sensitive.
approach) ethnic background. • Multiple affiliations can be difficult to
• Race capture.
• Ethnicity • Subject to change with time and
• Ancestry between generations.
• Religion
• Language
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CHAPTER 4 Selected topics relevant to gender statistics and implications for data collection
additional challenges may arise. For example, some surveys. These may include, for example, ethnic
level of comparability may need to be maintained groups who have trouble reading or speaking the
with surveys covering the same topics for the official language, indigenous people who live in
population as a whole, and with previous special remote areas, and homeless persons. Special
surveys of the group. enumeration strategies may be helpful in
obtaining reliable data from the men and women
Administrative records
in such groups.
Administrative records can provide valuable data
when minority status is determined on the basis Box 4.49 provides an example of a special
of migration background. They can also provide enumeration strategy, based on Australia’s 2006
valuable information when indigenous status is Population Census.
recorded. For example, in cases where standard Legal framework
questions on indigenous status are included in
In some countries data protection laws are often
relevant administrative systems (e.g. birth and
cited as prohibiting the collection of data on
death registrations, hospital records, school
ethnicity, race and /or religion. Where the prohibition
records, police records, etc.) and good coverage
refers only to individually identifiable data, it may
of the population of interest is achieved,
still be permissible to collect anonymous data
important gender-relevant information can be
under strict conditions. If this is the case, it may
produced on variety of topics relating to
be possible for statistical offices to adjust their
government programs and service provision.
collection and processing procedures so that
Such data can complement what is collected
anonymous data are obtained in compliance with
through censuses and surveys.
legal framework.
Engagement and enumeration strategies
Political and cultural context
Representatives of relevant minority groups should
There can be various challenges in self-reporting
be consulted throughout the statistical production
of information on ethno-cultural status. Among
process to assure transparency, ensure questions
these are the interpretation of the concepts
will be correctly understood by the women and
involved and their political and cultural connotation.
men in their group, and to encourage the group’s
For example, it may be difficult to identify the
full cooperation in providing data. Whatever
actual meaning behind a respondents’ declaration
collection method is used, respondents should be
of a particular ethnic origin. It could be a
informed about the reason for gathering the data
statement of identity, a declaration of particular
and the importance of accurate responses.
ancestry or an expression of affiliation with a
Some minority groups can be particularly particular group within the society.
difficult to enumerate in both censuses and
Box 4.49:
4.49: Indigenous Enumeration Strategy in Australia’s 2006 Population Census
Targeted procedures were used in range of stakeholders was established designed forms and additional
Australia’s 2006 Population Census to in 2003 to guide the development of questions in nominated discrete
ensure that the coverage of particular the strategy. communities to improve coverage and
groups was as complete as possible. The special collection procedures data quality; the use of interviewers
Separate strategies were developed included the use of Indigenous rather than self-completion
for Indigenous people, Ethnic groups, engagement managers who liaised questionnaires in many Indigenous
and Homeless persons. with Indigenous communities to communities in remote areas; and
establish rapport; extensive independent observations of the
The Indigenous Enumeration Strategy Census enumeration in a number of
consisted of special collection consultation with Indigenous
organizations and communities; a remote areas.
procedures and Census awareness
activities to improve the coverage and special recruitment effort to ensure The awareness activities were aimed
accuracy of the Aboriginal and Torres that wherever possible Indigenous at encouraging participation of
Strait Islander population count. It people were employed to help with Indigenous people in the Census.
identified and addressed cultural and the collection; a more flexible They included newspaper articles,
other barriers to the effective approach to enumeration, enabling presentations in Indigenous
enumeration of these people in both the tailoring of strategies to suit languages, radio and television
discrete communities and in community characteristics and interviews and information brochures.
households in rural and urban areas. specific situations; the use of specially
A consultative committee covering a Source: ABS 2006b, 2007a
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These personal perceptions may change over illegal nature of the activity, it is unlikely that any
time, often depending on whether or not the country will ever be able to collect comprehensive
socio-political environment of the country is safe statistics about the group of people who have
or favourable enough for individuals to identify been subjected to trafficking. However, it might
their minority status. be possible to use administrative records - such
as those held by welfare services, immigration
While a positive environment towards minority
services, and the criminal justice system - to
groups can encourage good reporting, a negative
produce some gender-relevant statistics on cases
environment can have the opposite effect. In
that come to light.
particular, persons belonging to certain minority
groups may be particularly vulnerable to Data dissemination and analysis
discrimination on the grounds of ethnicity or In many countries there may be potential for
religion. Because of this, individuals might be greater use of available data to describe gender
reluctant to identify as members of the group. An issues across and within minority groups. For
example is the Roma minority in countries of example, in East European countries there is a
Central and Eastern Europe. Although official long tradition of data collection on ethnicity in
statistics on the number of Roma often exist, Population Censuses but dissemination of socio-
advocacy groups and others believe that these economic data by sex and ethnicity status is still
statistics heavily underestimate the real number. limited. Improving data dissemination and
One of the main reasons could be that individuals accessibility can often be critical to achieving
fear discrimination if they report their true identity. greater data use. Better and more accessible
Data confidentiality information on the collection methods used and
the reliability of results may also be important.
Obtaining reliable data on ethno-cultural
background may be problematic if respondents In presenting statistics on minority groups, age
have concerns about confidentiality. Legislation standardization may be important for comparing
protecting the confidentiality of personal data may individuals in one minority group with those in
help in getting members of minorities to identify another or in the general population. In cases
their status, but some may still lack the confidence where the age structures of the different
to identify due to distrust towards government populations are significantly different and the
and/or fear of giving social visibility to the variables of interest are highly related to a
minority group. Special care may be required in person’s age, comparisons of unadjusted data can
data collection procedures and outputs relating to produce misleading results.
such groups in order to demonstrate to respondents
that appropriate data protection and control
measures are in place. 4.16 Social exclusion
Coverage of selected migrant sub-groups 4.16.1 What it is
Special procedures may be needed in some Social exclusion generally refers to a situation
countries to ensure particular types of migrants where a person does not participate in the normal
are not overlooked when conducting surveys. For relationships and activities available to the majority
example, where a country has significant numbers of people in the society in which the person lives.
of foreign women doing domestic and caring It reflects a lack of connectedness that is multi-
work for households, their work might easily be dimensional in nature and shaped by the
overlooked in data capture processes. Information communities, social and physical environments
on the characteristics of different migrant sub- in which they live. It can affect both the quality
populations is important for understanding issues of life of individuals and the equity and cohesion
associated with their wellbeing as well as for of society as a whole.
analyzing the social and economic impacts of
Social exclusion can also be described as a process:
their presence on the wider community.
the process of being progressively shut out from
The forced migration of individuals as a result of the social, economic, political and cultural systems
‘people trafficking’ can involve many countries: which contribute to the integration of people into
some may be the source of trafficked persons, the community. This may involve the lack or
some may be the destination for these persons or denial of resources, rights, goods and services as
provide a transit route, and others may be involved well as an inability to participate in key activities.
from all of these perspectives. In view of the
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Poverty, deprivation and social exclusion are • services access (e.g. lack of adequate access
distinct but overlapping concepts. Together, they to key services such as public transport,
cover what many people understand by the term health care, financial services or basic
‘social disadvantage’, which involves restricted services inside the home); and
access to resources, lack of participation and • social relations (e.g. lack of someone who
blocked opportunities. In the case of poverty, the will offer support in key areas of personal life,
focus is often on the lack of resources required to no social networks, or disengagement from
achieve an acceptable standard of living, whereas political and civic activity).
social exclusion has broader and different
dimensions. In particular, social exclusion extends
the focus beyond an individual’s lack of 4.16.2 Why it is important
resources to also encompass an individual’s lack In many countries social exclusion is considered
of capacity to meet everyday needs, and the roles to be a major issue that affects the wellbeing of
of institutional structures and community significant numbers of women, men and children.
attitudes in creating the barriers that restrain Some population groups can be particularly
participation. These barriers may involve vulnerable and the negative effects can spill over
discriminatory practices, language or cultural into the wider community, rupturing social bonds
factors, or legislative or regulatory restrictions. and breaking down social cohesion. Gender
Social exclusion can take many forms. Broad differences and inequalities can be a fundamental
dimensions that are often of interest include: feature of social exclusion.
• economic resources (e.g. being poor in terms Data are needed to understand the nature and
of both low income and deprivation, or having extent of social exclusion, the risks and pathways
a low level of assets or low consumption associated with such disadvantage, and its effects
possibilities); on the individuals concerned, their families and
• labour market participation (e.g. being the general community. To understand the impacts
unemployed for a long period, or living in a from a gender perspective, it is crucial that the
data are disaggregated by gender as well as other
jobless household);
demographic variables.
Box 4.50:
4.50: European Union’s social inclusion strategy and indicators
The EU’s social inclusion strategy is process, poverty and social exclusion persons aged 0+ below the at-
aimed at making “a decisive impact are relative concepts that encompass risk-of poverty threshold and the
on the eradication of poverty and income, access to essential durables, threshold itself, expressed as a
social exclusion” by ensuring: that education, health care, adequate percentage of the at-risk-of
there is access for all to the resources, housing and distance from the labour poverty threshold)
rights and services needed for market. • long term unemployment rate
participation in society, by preventing As from June 2006, the indicators • population living in jobless
and addressing exclusion, and fighting include 11 primary indicators, 3 households
all forms of discrimination leading to secondary indicators and 11 context
exclusion; that there is active social • early school leavers not in
indicators. Most of the indicators
inclusion of all, by promoting education or training
have age and gender breakdowns.
participation in the labour market The primary indicators contain only • employment gap of immigrants
and by fighting poverty and exclusion; the most important ones describing • material deprivation (to be
and that social inclusion policies are the various dimensions of poverty developed)
well-coordinated and involve all and social exclusion. They are: • housing (homelessness, housing
levels of government and relevant
actors and that they are efficient and • at-risk-of poverty rate (share costs and decent housing) (to be
of persons aged 0+ with an developed)
effective and mainstreamed into all
relevant public policies. equivalized disposable income • self-reported unmet need for
below 60% of the national medical care by income quintile
Member countries are required to equivalized median income) (because of financial barriers,
monitor progress against a number of
commonly agreed social inclusion • persistent at-risk-of poverty rate waiting times, or too far to travel)
indicators. This includes analysis of • relative median poverty risk • child well-being (to be
the current situation concerning gap (difference between the developed).
social exclusion, identification of key median equivalized income of
challenges, review of the effectiveness
Source: European Commission 2006b – April 2008 Update.
of existing policies and identification
of key priorities for the future. In the
context of the EU social inclusion
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Such data are essential for developing appropriate countries as well as those seeking membership. It
policy responses, targeting programs to address reflects a basic right in the European Social
barriers and capacity issues, and monitoring the Charter: the ‘right to protection against poverty
success of these programs. and social exclusion’.
Measures aimed at removing the barriers to Box 4.50 outlines the aims of the EU social
participation in society, strengthening capacity inclusion strategy and describes how it has driven
and encouraging social inclusion are core aspects the development of a set of social inclusion
of social policy in many countries. For example, indicators to monitor progress in each member
the European Union (EU) has adopted a social country. A gender breakdown is applied to the
inclusion framework that lies at the heart of EU indicators wherever it is judged relevant and
social policy making and is relevant for all member meaningful.
Box 4.51:
4.51: Gender analysis of social inclusion indicators in European Union countries
The report, The Social Situation in the was particularly acute. living standards of the household.
European Union 2005-06, underlined • People most at risk of poverty – Analysis of child poverty across
the importance of equal opportunities lone parents and couples with 3 the EU indicated that child
for securing adequate incomes for or more children – could only poverty was 3 to 4 times lower
families and protecting them against afford low quality housing. when the mother worked.
poverty. Among the gender-relevant
findings relating to social inclusion • Older people, single persons and • Of 18-24 year olds, women (13%)
lone parents were most likely to were less likely than men (18%)
were: to have not completed a
spend a high proportion of their
• The at-risk-of poverty rate for disposable income (close to 60%) qualification beyond lower
women was 3 percentage points on essential items. secondary schooling and at the
higher than that for men. same time to be not in education
• Immigrant women faced or training. The at-risk-of poverty
• Single parent families – typically particular challenges - their
single mothers - were much more rate was much higher among
employment rate in 2005 was 15 these early school leavers.
at risk of poverty and social percentage points lower than
exclusion than the average, that of their EU national • Long term unemployment was
often reflecting the difficulty of counterparts (the corresponding more prevalent among females
reconciling full-time employment gap for men was smaller, 7.7 than males (4.6% compared with
with family obligations. One percentage points). The report 3.5%).
third of them were exposed to concluded that these data • People in jobless households
poverty and social deprivation. showed the need for increased were at least 3 times more likely
• Other groups with higher than efforts to ensure social and than those in working households
average levels of poverty risk labour market integration and to be living below the poverty
included women living alone, old better utilization of the line. Of people aged 18-59, 11%
people living alone, and couples employment potential of of women and 9% of men lived in
with 3 or more children. For immigrant women. such households.
persons living in jobless house- • Female income from work was
holds with children the risk increasingly important for the Source: European Commission 2007a
Box 4.52:
4.52: Gender dimensions of homelessness in Australia
Homeless people are among the most Other gender-specific findings include many refuges for women
marginalized people in Australia and included: escaping domestic violence
their profile has been changing in • Of the 99,900 homeless people • Although there were more males
recent years from predominantly in 2001, 58% were males and in the homeless population,
older, lone men to include more 42% females. In age groups women are now a substantial
women, youth and families. Factors above 34 years, men made up minority compared with 30-40
ranging from increased family around two thirds of homeless years ago
breakdown to changes in the labour people
market have been identified as • Most notable was the
influencing these changes. These • There were more males than predominance of males in
findings resulted from an analytic females in every segment of the boarding houses (72%). There
study that used data from the 2001 homeless population except were also more males than
Census of Population and Housing, those in supported females sleeping rough (61%),
modified with administrative and accommodation where males and staying with friends or
survey data, to estimate the number made up 47%. Supported relatives (53%).
of homeless persons in 2001. accommodation agencies
Source: ABS 2003
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4.16.3 The value-added of statistics Australia to show how data on gender can inform
debate on this topic.
To understand and address the gender-specific
aspects of social exclusion, it is important to
have reliable, sex-disaggregated statistics on its 4.16.4 Implications for data collection
various dimensions. Gender differences are
Types of measures
apparent in many of the commonly used indicators
of social exclusion, with females facing greater There are no universally agreed definitions of the
risks of poorer outcomes in some areas and males overlapping concepts of social exclusion, poverty
in others. The magnitude of the gender gap varies and deprivation, and the aspects that are
according to the dimension of social exclusion emphasized can vary considerably between
that is being analyzed and trends over time may countries, reflecting the wide variation in social
indicate a widening or narrowing gap. conditions in different countries and differing
national priorities. To produce gender-relevant
A gender perspective is also vital for understanding measures of social exclusion, a key challenge is
the extent and form of social exclusion among to determine what types of measures are most
particular disadvantaged groups within the needed in the particular circumstances of a
population of many countries. For example, some country. In some cases the priority may be to
disadvantaged groups are predominantly female, describe the nature and extent of social exclusion
such as lone parents. The intersection of gender as it currently exists and to identify the trends
and age in risks of social exclusion is another that are emerging. This may require measures of
area where the issues are complex and changing. the multiple disadvantages experienced by
Data on these gender differences can assist policy- certain categories of people, including the impact
makers, program managers, service providers on their lives and on the wider community. In
and researchers to identify the characteristics of other cases the focus may be on the risks of
those most in need and to put in place appropriate, certain individuals becoming socially excluded.
gender-sensitive strategies and interventions for This may require a range of indicators associated
addressing the different forms of disadvantage with particular dimensions of social exclusion or,
that people are experiencing. conversely, social inclusion.
Gender-relevant information can also help to Whatever approach is chosen, measures of
inform public debate on social exclusion and to change over time and across population groups,
assess progress towards meeting national with dissections by gender, are likely to be
objectives in this area. important for informing debate. There is also
likely to be a need for contextual information on
For example, the gender breakdowns that are social inclusion, such as levels of participation in
available for the EU social inclusion indicators key activities by the population as a whole.
have added important insights in monitoring
progress towards the objective of preventing and Data sources
alleviating poverty and social exclusion in EU Many different data sources can be useful in
member countries. Box 4.51 uses a report on the producing measures of social exclusion. While
social situation in the EU to highlight the type of Population Censuses, household sample surveys
gender-relevant information that has helped to and administrative records can all provide
inform analysis and to evaluate policy measures valuable gender-relevant information, the sources
in those countries. that are most important depend on the types of
measures required. In some cases it may be
Homelessness is one of the most extreme forms
necessary to use a combination of data sources to
of social exclusion. In many countries it is a
derive a comprehensive measure of a particular
continuing public policy issue and often there are
aspect of social exclusion, such as homelessness.
a range of programs to assist homeless people.
Box 4.53 looks in more detail at the variety of
These programs may target people with different
data sources that can be useful in measuring
needs, such as women and children escaping
homelessness, based on experiences in Europe.
domestic violence, single men or women, young
people, etc. In this context reliable information is Surveys of income, expenditure and/or wealth
needed on the social characteristics and geographical can be particularly valuable in providing
spread of homeless people, including their gender measures that relate to the economic resources
and age. Box 4.52 uses an example from dimension of social exclusion. For example, they
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can be used to identify households and individuals concerned with the things people miss out on
that have low income, low assets and low doing, this can also present a challenge when
discretionary expenditure, and to examine their identifying it because many sources tend to focus
characteristics. They can also be used to produce on identifying the things that people actually do.
measures of financial stress. Similarly, Labour
In many countries, administrative records can
Force Surveys can be valuable for examining the
provide information on some aspects of the
labour market participation dimension of social
services access dimension of social exclusion,
exclusion, such as long term unemployment or
such as the characteristics of people who use
jobless households. Living conditions surveys
special support facilities to meet basic
which explore a range of social issues and the
accommodation, health care, transport etc. needs.
inter-relationships between them can be valuable
However, there can be limitations around the
in studying the social relations dimension of
data from such sources for examining social
social exclusion, as well as the interactions
exclusion issues, since many people with high
between the different dimensions. For example,
risk of exclusion may not use such services. On
they can be useful in identifying people facing
the other hand, for some special groups shut off
multiple disadvantage and in understanding their
from society in institutions, such as those in
circumstances.
prisons and correctional facilities, administrative
Longitudinal surveys, or longitudinal elements in data may be a particularly good source.
cross-sectional surveys, can provide insights into
Role of frameworks and standards
the persistence of a particular situation, such as
low income or joblessness, and the causal For countries seeking reasonably comprehensive
pathways and transitions involved. An example measures of social exclusion, it may be helpful to
of a survey of this kind is the European Survey develop a framework within which the different
on Income and Living Conditions which was dimensions can be systematically considered, the
launched in EU member countries in 2004. The particular indicators for each dimension can be
survey has both cross-sectional and longitudinal defined, and the data items needed to derive each
components, collects data on both income and indicator can be decided. A framework of this
living conditions, and is a key source for the kind can also be a useful tool in presenting and
EU’s common indicators for social inclusion. analyzing the results.
In some cases it may be necessary to conduct In some cases, it may be possible to define
specially targeted surveys as those relating to the indicators in a way that aligns with international
mainstream population may not adequately cover or national standards and guidelines for
people who are not participating in society or are producing data in a particular field, such as
at high risk of dropping out (e.g. samples may be unemployment or income. In other cases, there
too small, or their designs may exclude certain may be no relevant standards and indicators may
living situations). Since social exclusion is often need to be developed from the ground up.
Box 4.53:
4.53: Measuring homelessness in Europe
A report on Measuring Homelessness in • administrative data can provide mobile homes, temporary
Europe, published by the European information on people living in structures) due to lack of housing,
Commission in 2005, identified methods institutions (e.g. health care and in some cases on people living
and practices to develop an information institutions, penal institutions) temporarily with family and
base for measuring homelessness and • survey sources can be used to friends.
housing deprivation in EU member The report noted that these different
obtain information on people
countries. sources can be used in combination
living rough (e.g. on the streets
It recognized the role and value of or in public spaces without a and that they are essential parts of a
different sources in collecting data on shelter) and people living strategy to measure homeless people.
different categories of homeless temporarily with family and Among the methodological issues
people. In particular: friends due to lack of housing identified in the report were the need
• information on people living in and for standard core variables, the need for
emergency accommodation and in • census data can provide a comprehensive directory of service
homeless accommodation can be information on people living in providers, and the use of unique
obtained from client record non-conventional dwellings (e.g. identifiers to minimize double
systems held by service providers counting.
(e.g. overnight shelters, homeless
Source: European Commission 2007b
hostels, women’s refuges)
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Some countries have found that considerable in Australia. Similarly, it is possible to compare
development work is needed to produce useful the expenditure of households in this low
measures on some topics directly concerned with economic resources group with expenditure of all
or closely related to social exclusion, such as households in the population.
financial exclusion, material deprivation, financial
There are no uniform criteria for identifying low
stress, housing stress, emotional wellbeing, etc.
income households, or households with low
Low economic resource indicators economic resources or expenditure. Different
There are no widely accepted measures of the thresholds are used in different countries and for
extent to which people fall below minimum different purposes. Many approaches involve
living standards and the numbers of people that median or mean measures that refer to a
fall below. Such people may be considered to be distribution that ranks all households in order of
experiencing, or at risk of, poverty or social the size of their equivalized income, resources or
exclusion. However, it is possible to measure the expenditure. Household resources are chosen in
economic situation of households that have lower preference to personal resources for developing
levels of economic resources, such as income and these measures, in recognition of the sharing of
wealth, and are therefore more likely to have resources that typically occurs between partners
standards of living below an acceptable minimum. in a couple relationships, between parents and
It is also possible to identify the types of dependent children and, to a lesser degree, with
households that have lower levels of expenditure other members of the household. But this
and therefore potentially also lower standards of assumption may not always be true: especially in
living. Once such households have been identified, some countries, women may not have access to
it is possible to analyze their characteristics, family income and wealth (see section 4.8).
including the gender, age, and other characteristics Even where there is no transfer of resources
of the individuals who belong to them. involved, members of a household are likely to
In countries where household income is the benefit from the economies of scale that arise
major component of economic resources for most from the sharing of dwellings. However, larger
households, it is a key determinant of the economic households normally require a greater level of
situation of households. However, it is not the resources to maintain the same material standard
only economic resource available. Households of living as smaller households, and the needs of
that have higher levels of wealth can utilize these adults are normally greater than the needs of
assets to support a higher standard of living. children. To assist analysis of the relative wellbeing
Some countries produce measures that relate to of different households, estimates of household
households having both low levels of income and resources are often adjusted by equivalence
low levels of wealth. For example, such measures - factors to standardize them for household size
covering households with both income and and composition, while taking into account the
wealth in the lowest three deciles - are produced economies of scale that arise from the sharing of
dwellings. Although there is no standard
equivalence scale, the modified OECD equivalence
Box 4.54:
4.54: Financial stress indicators in Australia
scale has wide acceptance in many countries.
Several national household surveys conducted in
Australia have included questions on financial stress. Financial stress indicators
Respondents were asked about a number of potential As there is no standard way to measure the total
symptoms of financial stress over the last 12 months,
including whether they had various cash flow problems,
economic resources available to a household, or
such as being unable to pay certain bills on time; or to measure the financial needs of a household, it
whether they could not afford activities such as a night can be useful to examine indicators of the economic
out once a fortnight, or a special meal once a week; or situation of households which more directly
whether they had gone without food or heating because identify people at risk of or actually falling below
of a shortage of money.
minimum acceptable living standards. For example,
Based on the information reported, a high financial stress
indicator was developed. This summarized 15 individual indicators identifying the different types of
financial stress indicators. Persons in households with households experiencing high levels of financial
high financial stress were defined as those people whose stress may point to those most likely to have
household reported an incidence of 5 or more out of the unacceptably low living standards. Box 4.54
15 individual indicators.
provides an illustration of a summary indicator of
Source: ABS 2008d this kind, using an example from Australia.
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An example of how to make gender issues and To increase the likelihood of gender statistics
gender statistics more visible is provided by being used by the media, some journalists may
Norway, where a number of government appreciate National Statistical Office staff
organizations, including Statistics Norway, writing an article for them. Box 5.2 describes a
developed a Gender Website (see Box 5.1). This guide for statistical organizations on communicating
website includes information on the different with the media published by UNECE. This
gender aspects in Norway together with gender approach has the added advantage of ensuring
statistics, analysis and information on what is that statistics are correctly represented as there is
gender statistics and how it can be used. not always a high degree of numeracy amongst
journalists (see Box 5.7 Making data Meaningful).
Conferences and meetings represent an excellent
opportunity to market gender statistics. Wherever When developing new users for gender statistics,
possible, presentations and exhibits should alert it is important to consider those customers that
potential users of the availability of gender already exist. Mailing or contact lists of those
statistics. interested in gender-related statistics or even in
particular topics are worth developing. If email
Sometimes novel ideas are used. For example, in
addresses are known, it is possible to send out
the Czech Republic, a gender statistics brochure
messages about publications, events, etc., with
was produced and handed to all households who
minimal cost. Opportunities should be used to
were selected in household surveys.
enhance mailing lists over time by adding
The media is an important channel for marketing persons who, for example, attend gender training
and different strategies are needed to maximize courses or order gender publications. The
its value. For example, timing the release of a National Statistical Office can also use their
gender publication can affect the extent to which it website to invite interested users to have their
is used. Greater effect can be achieved if the names added to mailing lists.
publication is released to coincide with International
Women’s Day (8 March) or national events.
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Source: http://unstats.un.org/unsd/demographic/products/indwm/wwpub.htm
in 2007. This publication provides different likewise has led to one of the most popular
users with a comprehensive overview of the publications produced by National Statistical
scope and diversity of data available on Offices.
Canadian women and men, as well as an
The wide appeal of these publications is their small
indication of the ways in which these data can
size, attractive appearance, mix of tables and
be used59.
graphics and level of relative simplicity. It is
“Women and Men” publications important that these publications contain
Sex-disaggregated data are often presented in information about where the reader can go to find
“Women and Men” publications. The first more complicated or detailed statistics.
country that issued such publication was In 1997, the United Nations published a Handbook
Sweden in 1984 (see Box 6.10), and Statistics for Producing National Statistical Reports on
Sweden’s assistance to other countries to do Women and Men (UN, 1997) to support countries
in their efforts to produce these national
59
http://dsp-psd.pwgsc.gc.ca/Collection/SW21-22-007E.pdf publications. It is based on lessons learned in
preparing The World's Women 1970-1990: Trends
130 UNITED NATIONS ECONOMIC COMMISSION FOR EUROPE WORLD BANK INSTITUTE
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and Statistics (UN, 1995b), which was a the main tables, but not when other classifications
collaborative effort of United Nations agencies are considered. Sex should be included in all data
to present a factual view of progress made presented for women and men regardless of the
globally towards advancing the situation of number of other classifications considered.
women relative to men and which generated
Analytical articles/reports
demand for gender statistics publications that
could be widely disseminated to users of varied Wherever possible, information should go beyond
backgrounds. sex-disaggregated data to provide analysis that
sheds light on the reasons for gender differences
Other official statistical publications and the factors that lie behind them. Differences
While gender-specific publications are that emerge when data are disseminated cross
important, it is equally important that sex- tabulated by sex often raise policy-related questions
disaggregated statistics are shown in standard that require statistical expertise. Increasingly,
publications wherever possible. It is important statistical offices are developing expertise that
to reinforce the idea that showing “gender enables them to help answer these questions by
statistics” is simply a part of normal “good thoughtful development of in-depth analytical
practice” so that those who use the statistics in products (see Box 5.4 for an example from
the standard publications will start reproducing Norway).
the disaggregated data in their own work as a
matter of course.
Electronic provision of data
National Statistical Offices often use regular
table reports to track trends over time on a National Statistical Offices often include on their
given measure. Templates for these measures website much more detailed information than is
should be designed with a gender perspective shown in publications. These databases often have
wherever possible. Key measures of social and a gender dimension. In some cases offices have
economic trends, such as employment rates, created a gender-specific database. Portugal
migration estimates or literacy rates are provides an example of this (see Box 5.8).
examples of where data should be presented by
sex in an effort to mainstream gender statistics.
Often National Statistical Offices include sex in
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Source*: http://www.un.org/Pubs/whatsnew/e00137.htm
Source: http://www.unifem.org/progress/2008/
Source: www.unece.org/stats/documents/writing
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Other countries incorporate gender into the the issue of gender one step further by showing
regular data dissemination on their websites social and demographic statistics only for men and
and therefore do not have a specific gender women separately, without presenting totals. This
page. For example, Statistics Sweden has taken includes fertility where data on male and female
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CHAPTER 5 Improving the use of gender statistics
fertility are presented. Those users who wish to in publications, such as microdata at the individual
look at percentages or ratios would need to level. A limiting factor for National Statistical
calculate the totals for themselves. However, Offices is the important requirement that they must
this is not true for the major part of the protect individual confidentiality. The provision of
demographic statistics produced by Statistics microdata to academic institutions and policy
Sweden. Furthermore, care should be given in research groups is a growing area of statistics. If
the dissemination process not to confuse sex- the microdata are too sensitive to release, then it is
disaggregated data with gender statistics. important that whatever is able to be released at
Although sex-disaggregated data are essential least contains information by sex wherever
for the production of gender statistics, gender possible.
statistics should reflect gender issues, so a
gender statistics webpage remains a useful tool.
5.3 UNECE Gender Statistics
New tools on the Internet are being used to Database and website
assist with gender issues. For example, the
OECD Development Centre released 5.3.1 UNECE Gender Statistics website
“Wikigender” which is an online resource on
The United Nations Economic Commission for
gender equality (see www.wikigender.org) in
Europe, in collaboration with National Statistical
March 2008 (see Box 5.9). Wikigender
Offices in the region, developed a website on
provides an interactive platform to share and
gender statistics, which incorporates comprehensive
discuss information on gender equality.
information on how to make and use gender
It covers a broad range of issues, including statistics. First released in 2002, the website is a
theoretical concepts, empirical evidence and product of the UNDP/ UNECE project on “Gender
policy aspects of gender equality. Wikigender statistics website for monitoring change”. The aim
particularly focuses on statistics and measurement of this project was to improve the production,
tools. It includes the OECD Gender, Institutions, quality and use of gender statistics in countries
and Development Data Base containing across the UNECE region through strengthening
indicators on gender discrimination and the national statistical capacity.
socio-economic status of women. Because a
The website also includes the gender statistics
wiki is special software that allows users to
database (see
easily build, edit and link web pages, they are
http://w3.unece.org/pxweb/Dialog/Default.asp).
frequently used to create collaborative websites
whose content is continuously modified by the The gender website has been created to provide
input of users. general information about gender statistics in order
to give a clearer picture of the subject. It covers the
Among other databases maintained by
following topics:
international organizations are GenderStats
maintained by the World Bank, a database on • What is gender statistics – an introduction to
Women and men in decision-making available the concept of gender statistics, and reasons
on the website of the European Commission why gender statistics are needed, including a
(http://ec.europa.eu/social/main.jsp?catId=764&lan short historical overview of gender statistics
gId=en), and the UNECE Gender Statistics • Producing gender statistics – the main steps
Database, which will be discussed in the next needed to compile gender statistics
section. Sex-disaggregated data on various
• Presenting gender statistics – appropriate
themes are also available on Eurostat’s
visualization of gender statistics including
database.
practical information on what to consider
Statistically savvy users, including academics, when producing tables and graphs
often require more detailed data than is available
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• Disseminating gender statistics – find all the data on gender issues in one place. The
discussion of various approaches used to Gender Statistics Database is easy to use and
ensure a wide dissemination of gender navigate. It presents data for all countries of
statistics Europe, including Turkey, as well as for North
• International standards and guidelines – America, and the Commonwealth of Independent
compilation of relevant methodological States. The data can be viewed on screen and
information in the field of gender statistics downloaded free of charge.
to enable international comparability. The Gender Statistics Database serves as a
The website also provides detailed information reference platform for improving gender statistics
on Time Use Surveys (see section 3.4 for a and contributing to inform policy debate and
general consideration of Time-Use surveys). decision-making on gender issues. The data are
The website presents relevant information on relevant for anyone concerned with gender
methods and practices of Time Use Surveys, at questions, such as public authorities, non-
both national and international level, and is governmental organizations, scientists, students,
intended to be a valuable resource for countries women organizations, journalists, and international
planning such type of survey. organizations.
Content of the Gender Statistics Database
5.3.2 UNECE Gender Statistics The content of the Gender Statistics Database
Database reflects the main indicators of the critical gender
statistics areas, stipulated in the Beijing
The UNECE’s Gender Statistics Database is Conference Platform for Action (1995). The
unique in terms of presenting sex-disaggregated Gender Statistics Database is disseminated through
data for a variety of subject areas for the a PC-Axis platform, organized in a tree structure
countries in the region in both English and according to the following domains:
Russian. It is distinctive because the user can
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Source: Equal Opportunities for Women and Men: Switzerland in International Comparison, January 2008,
http://www.bfs.admin.ch/bfs/portal/en/index/infothek/publ.html?publicationID=3030
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Making it happen
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CHAPTER 6 Making it happen
richer analysis of existing data, this process will products resulting from the integration are not
also improve the data collection processes, simply produced as gender statistics products.
editing, imputation and analysis in each of the All the domain areas must receive internal and
domain areas. At the same time the statistical external credit for these products. This
expertise in each of the traditional domain areas demonstration of how the process of integration
will be required in the collection, processing and enhances the work and prestige of each domain is
dissemination of data from integrated surveys. vital to the success of the plan.
The advocates of gender statistics need to Outside the statistical office
convince those working in different domains to Alliance building should not be restricted to the
cooperate with them and with each other on statistical office. Alliances need to be built with
improving the processes from a gender statistics subject-matter experts in ministries, parliament,
perspective. Training on gender statistics for non-governmental offices, as well as
statisticians working on different domains is international agencies and the private sector. A
essential to building successful alliances. list of those who do or could share the goals of a
Another way to build alliances within the gender statistics program should be developed in
statistical office is to make certain that the data order to facilitate regular communication and
alliance building. While the NSO may not be in a
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position to readjust the scope of its agenda in middle and lower levels in an organization will
order to meet all the expectations of the external state that they fully support changes to promote
actors, it is important that a common appreciation gender equality and improvement in the
of the relevant issues is developed. It is also measurement of gender statistics, but that they do
important that the promises that are made by not have the necessary decision-making power to
statisticians are able to be delivered. implement what they have learnt. This is partly
true, but middle and lower level actors usually
In addition to partners there should also be a list
have far more power than they acknowledge or
of customers or clients. While customers may
use.
share some of the goals of the program, their need
is more pragmatic and immediate. For example, a High-level management determines the overall
legislative committee or a regional planning direction of the NSS and the agencies which
commission may support the gender statistics constitute it. It does not, however, take many of
program because the data coming from the the decisions that are needed to improve gender
program will allow them to do their work more statistics in the NSS. The decision to introduce a
efficiently. The program should make achievable new instrument, such as a time use or gender-
and realistic promises to its customers. Making based violence survey, may require top
overambitious promises to ensure approval or management’s approval because of the
expansion of a program must be avoided. substantial time and expense involved. However,
the decision on changes to a questionnaire or
Box 6.3 gives an example from Germany of a
administrative form does not generally require
collaboration between producers/statisticians and
top management’s approval. Further, even with
users/government representatives to advance
the decision to introduce a new instrument, most
gender statistics.
of the discussions and planning will be done by
middle-level management and those who work
6.3 Top management with them. Whether these proposals get through
depends, in part, on the success of the
Gender mainstreaming will not happen communication strategy.
effectively if there is not firm commitment from
top management within a National Statistical Accountability
System (NSS). Such commitment will usually National statistical systems should be accountable.
only be found if top management has a good basic Accountability in the area of gender statistics
understanding of gender issues, as well as an means that the National Statistical Office needs to
understanding of the role that gender statistics be responsible for the provision of relevant
plays in ensuring policy-making that promotes statistical data from a gender perspective and to be
gender equality effectively. Briefings and other responsive to the needs of the constituents, as well
information sessions for top decision makers are as to fulfil international mandates such as the
needed, alongside the more technical and Beijing Platform. Adequate staff should be
detailed training which needs to be provided to available for all aspects of production, analysis,
those who actually produce and use the data. and dissemination of data.
Who has the power to change statistical products
Often in gender training, participants from
Box 6.3: Producer-
Producer-user collaboration to advance gender statistics in Germany
The Conference of Ministers on Government representatives • participation, which includes the
Equalization decided at the middle expressed their data needs and fields of decision making as well
of 2007 to develop a system of interests in relation to policy- as women and men in policy;
gender-related indicators covering making, while statisticians brought • education;
different topics, available primarily in their expertise, for example
for the 16 federal states, the concerning feasibility and • employment, income and child
availability of data. care;
German “Länder”, and if possible for
administrative districts. They were The result was a core set of nearly • life style, exemplified by life
to be based on existing surveys to 30 indicators, which was accepted expectancy or elderly people
avoid additional expenses. A task by the Conference of Ministers in living in single-person households.
force was formed at the end of 2007 October 2008. These can be Not all important issues could be
consisting of government subdivided into four categories: included; for example, indicators on
representatives and statisticians. gender-based violence were not
included.
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sex-disaggregated data are needed, including areas European Community (EC) in 1957. The EC
where a gender perspective is more relevant, such Treaty includes legislation on gender mainstreaming
as violence, unpaid work, health status and (Articles 2 and 3), equality between women and
behaviour. The law also specifies the establishment men in matters of employment and occupation
of a Consultative Committee for gender statistics. (Article 141), and sex discrimination within and
outside the work place (Article 13). Currently,
Another example of incorporating gender into
there are 13 Directives on gender equality in the
legislation is the Statistics Act of South Africa,
areas of employment, social security and goods
which includes the principle that official statistics
and services covered by EU-level legislation
must protect the confidentiality of the identity of,
(European Parliament, 1997). These Articles and
and the information provided by, respondents and
Directives layout the legislative basis for programs
be “sensitive to distribution by gender, disability,
and policies leading to more equal involvement
region and similar socioeconomic features” (See
of women and men in all parts of society in EU
Box 6.6).
countries.
In the European context, there has been legislation
on gender equality ever since the creation of the
Box 6.4: The “Equality law” in Spain and its impact on official statistics
In March 2007, a new Organic Law allow a better understanding of gender mainstreaming.
for the effective equality of women values, roles, conditions and
and men was approved by the needs of men and women As a consequence of the entry in
Spanish parliament (3/2007). This force of this new law, the statistical
• introduce indicators that can Office, INE, has been asked to write
law contains an important novelty as help monitor other variables
regards official statistics: article 20 an annual report on developments
that may affect discrimination and challenges towards its fulfilment.
(“Adaptation of statistics and
• increase sample sizes to
reports”). The article states that in In addition, the main tool for
guarantee that all variables can
order to make gender mainstreaming statistical planning in Spain is the
be analyzed by sex
more effective in the daily activities National Statistical Plan, formally
of all public services, all their • exploit available data to get
adopted by the government every
statistics and reports must: more information on situations,
four years. Among the five leading
conditions, aspirations and
• include in a systematic way the needs of women and men
priorities of Plan 2009-2012, one of
variable sex them is “to adapt official statistics
• adapt statistical definitions to to gender mainstreaming”.
• include new indicators that
In Italy, a draft law aims to make and institutionalized persons, • Sex-disaggregated data shall be
gender disparities visible and to and data on different household periodically produced on: health
ensure equal readability of data typologies shall be provided status, disability, citizen’s
relative to both sexes. The • Agriculture, industry, and services security, violence and abuse,
provisions of the draft law provide censuses will provide sex- time-use, informal social
precise indications and directives to disaggregated data on networks and caregivers, social
producers of statistics as well as individuals, by occupational mobility, and quality of life
identify the areas of interest, the status • Business registers kept by the
surveys and their periodicity needed
• Sex-disaggregated data shall be Chamber of Commerce shall be
in order to produce relevant sex- organized in such a way that all
produced yearly on: household
disaggregated data. information on individuals will
typologies, fertility, mortality
The text of the draft law states: by cause, morbidity, education be sex-specific
• Population census data shall and training, employment and • The National Statistical Institute
always be sex-disaggregated, unemployment, poverty, social shall provide estimates of unpaid
including data on households and political participation, and work by sex.
use of public services
Clause 3(2) of the Statistics Act of a) Relevant, accurate, reliable and e) Accessible;
South Africa (Act 6 of 1999) states timely; f) In accordance with appropriate
the statistical principles of official b) Objective and comprehensive; national and international
statistics as follows: standards and classifications; and
c) Compiled, reported and
Official statistics must protect the documented in a scientific and g) Sensitive to distribution by gender,
confidentiality of the identity of, disability, region and similar socio-
UNITED NATIONS ECONOMIC COMMISSION FOR EUROPE WORLD BANK INSTITUTE 143
CHAPTER 6 Making it happen
As these are obligatory legislatures for EU country defines their gender statistics program will
Member States, a unit exists tasked with determine the type of detailed analysis they can
monitoring the implementation of the legislation carry out. However, it is important to include other
in all member states. Additionally, this unit is key players in these decisions, as discussed above
responsible for developing legislation to cover (section 6.2).
emerging issues relevant to gender equality.
In sum, some steps that should be included in
developing a gender statistics program are:
6.6 Defining a gender statistics • Develop and maintain dialogue between users
program and producers of gender statistics to ensure
In developing a gender statistics program, it is users needs are met
important to be clear as to the nature and extent • Expand the use of existing sources by including
of the program. A leading cause of failure to the collection of gender-relevant information
build alliances, find funding and meet customer • Develop new data collections encompassing
needs derives not only from disagreements relevant areas from a gender perspective
about gender statistics but from fundamental • Improve existing methodology and definitions
misunderstandings among the parties about to make them more relevant from a gender
what is intended by a gender statistics program. perspective
Unlike the System of National Accounts, which
has been adopted by the United Nations • Bring together data from different existing
Statistical Commission, there is no agreed upon sources to develop a gender portrait of a country
international definition as to what gender • Develop a marketing plan
statistics means. It is therefore imperative that
the statistical office (or other sponsor of the 6.7 Organization of the gender
program) is clear about what it intends by a
gender statistics program. One way to do this is
statistics program
to have continuous dialogue between all There are different ways to integrate gender
producers and users of the statistics, which will statistics into the national statistical system. As
also ensure that all needs are being met (See seen in the organigrammes in Box 6.8 and Box 6.9,
Box 6.7 on Finland’s experience). the positioning of the gender statistics unit within
In defining what gender statistics means to the the organization has an impact on the reporting
country, there is a basic level at which statistics, lines and therefore on the influence the unit can
such as wages and life expectancy, are realistically expect to have in the overall structure.
disaggregated by male and female. While such Traditionally, gender statistics is often inside a
classifications are necessary, mere classification small and confined part of the system. In many
is not sufficient. At an intermediate level, one statistical systems, gender statistics is included as a
could build on simple disaggregation to also sub-unit of another division, typically the social
consider the use of surveys and administrative and demographic area. By confining gender
data – such as Time Use Surveys – that illuminate statistics to this one area, it is likely that gender
the lives of males and females in society. statistics will be viewed by the rest of the system
At a more advanced level one could include the as only a social and demographic issue. Bringing
development of “new statistics”. For example, gender perspective to all departments, as
the production boundary of the System of demonstrated in the organization chart in Box 6.8,
National Accounts does not include the outputs will allow a broader mandate for the gender
of domestic work such as cooking, cleaning perspective and gender mainstreaming (UNDP
and care of one’s own children. The System of 2005). Creating an overarching gender statistics
National Accounts definition of the production office where the gender statisticians and staff
is not likely to change. But, it is possible for report to the Chief Statistician of the statistical
countries to develop their own satellite system can be another option of integrating gender
accounts to understand the dynamics and perspective in the national statistical system as
importance of domestic production (see section shown in the Box 6.9.
4.3 on unpaid work). Ultimately, how each
144 UNITED NATIONS ECONOMIC COMMISSION FOR EUROPE WORLD BANK INSTITUTE
Developing Gender Statistics
Box 6.7: Expert group on gender equality statistics – the Finnish example
Statistics Finland has set up an The expert group includes members latest information from various
expert group to develop the way in from Statistics Finland, various administrative branches. Another
which gender equality is depicted in ministries, research institutions, target is to point out the importance
statistics, to facilitate the use of women’s associations, trade of taking the gender perspective into
Statistics Finland’s data, and to organizations and employers’ account in publications and Internet
strengthen collaboration between organizations. The group meets twice pages in different statistical areas.
the producers and users of data. The a year. In the meetings, it reviews Each meeting also includes a
main objective of the group is to the current situation of gender presentation on some specific theme
exchange information. equality statistics and exchanges the and a general discussion based on it.
Chief Chief
Statistician Statistician
Gender
Sub-Division
Statistics
Gender Gender Gender Gender
Statistics Statistics Statistics Statistics
Box 6.9
6.9: National Statistical Office structure (2)
From this structure to this structure
Chief Chief
Statistician Statistician
Gender
Department Department Department Department
Statistics
Gender
Sub-Division Department Department Department Department
Statistics
Appointing a key person as Gender Statistics Most countries in the UNECE Region have a
Focal Point (GSFP) or creating a gender statistics GSFP who should be responsible to ensure the
unit within the National Statistical Office can be a gender perspective is taken into consideration in all
good way to start a new gender statistics program steps in the production, analysis, and dissemination
in countries where no other gender focus exists in of all statistics by the National Statistical Office.
the national statistical system. In this case, the The expertise and experiences of the GSFP
GSFP or gender statistics unit will play an active should be available for all departments within the
initiating role for the overall gender program. As NSS.
the gender perspective is integrated into the
In the national statistical offices, GSFPs are also
system, the role of the GSFP or the gender
mostly located in the social and demographic
statistics unit can change from initiating activities
area. According to an assessment carried out by
to overseeing work.
UNECE and UNDP in 2004 (UNECE & UNDP
UNITED NATIONS ECONOMIC COMMISSION FOR EUROPE WORLD BANK INSTITUTE 145
CHAPTER 6 Making it happen
2004), less than a third of GSFPs in the East Yet another way of organizing the gender
European and CIS Countries interact on a regular statistics program is to establish a specific gender
basis with other statistical departments outside committee inside the statistical office or the
the social and demographic area (see Box 6.10). statistical system. For example, Russia has
The lack of interaction indicates that, in many constituted a committee of key players. The
countries, the gender statistics program may be advantage of committees is that all areas of
limited to cover only social and demographic statistics can be covered and statisticians in all
statistics. areas of statistics have full ownership of the
programme. The disadvantage is that there is a
Another way to integrate gender statistics into
danger that no responsibility will be taken. This
the NSS is to have a dedicated Gender Statistics
can be overcome with clear terms of reference
Unit, as is the case in Sweden (See Box 6.11). A
endorsed by top management. Regular reporting
small number of countries have established
to top management is an essential requirement
gender statistics units, but these again tend to be
for success.
located in the social and demographic area with
little influence in other areas, such as economic
statistics.
Box 6.10:
6.10: The organization of gender-
gender-related statistics in the UNECE
UNECE region: an assessment carried out
between 2003 and 2004
Between 2003 and 2004 UNECE and third of the Gender Focal Points report on Western Europe and North
UNDP undertook a range of activities interacted on a regular basis with America, only two had a permanent
aimed at evaluating the quality and other statistical departments outside gender unit. As with their Eastern
availability of gender statistics in the the social and demographic field colleagues, most of the Gender
different parts of Europe and North where most of the Focal Points are Focal Points were located in the
America. The assessment included a located. Twelve out of 27 countries units dealing with social and
questionnaire sent to NSOs on the did not have any regulation or law demographic statistics and their
nature of their gender statistics governing the production of gender interaction with other departments
programs. The two reports produced statistics. Where such laws existed, was weak. Only six of the countries
as a result of this exercise detail, they were often unspecific. In included gender in their statistical
among other things, the situation in terms of outputs and programs, regulations (4 in a law, 4 in
respect of how gender statistics is three countries had never produced regulations, and 3 in action plans)
organized within national statistical gender-specific publications and did while 10 mentioned statistics in
organizations. not have any specific program on gender-equality regulations. Three
gender statistics. countries had not produced any
The report on Eastern Europe and the gender-related publications over the
CIS countries found that only three of Of the 22 countries covered in the preceding five years.
the 27 countries had a Gender
Statistics Unit. Further, less than a
Source: (UNECE & UNDP 2004) and (UNECE 2004b).
Box 6.11:
6.11: The Gender Statistics Unit in Statistics Sweden: an example of a success story
In the early 1980s a gender statistics Through collaborative efforts, Women and Men in
unit was created in Statistics Sweden to Sweden was launched in 1984. It has been a major
monitor and compile statistics success, and continues to be published every
illustrating gender equality in Sweden. second year. The initiative in Sweden and the
Some statistics were easily found, but booklet have been taken as an example to follow in
many issues could not be addressed many countries that want to set up similar gender
because of the lack of statistics. In equality projects. The Swedish international
order to make progress in this area, an development cooperation agency, SIDA, has
in-depth discussion of the gender supported the development and production of many
equality problem was conducted within gender statistics booklets in developing countries.
the unit. It focused above all on how
adequate statistics on women and men In the course of assisting with the production of
in Sweden could be produced. This work these booklets, the need for a handbook became
gave birth to the idea of a booklet on gender statistics. salient. As a result, in 1996, Statistics Sweden
published Engendering Statistics, A Tool for
Change. It has been a key tool in the development
of gender statistics and has been translated into
several languages.
146 UNITED NATIONS ECONOMIC COMMISSION FOR EUROPE WORLD BANK INSTITUTE
Developing Gender Statistics
Regardless of the location, Gender Statistics The person also needs to participate in senior
Focal Points or staff of gender statistics units management meetings to become aware at an
should have technical skills rather than simply early stage of all planned developments and
administrative ones. It is unrealistic to expect a ensure that gender gets thought about from the
single person or a small unit to have all the start. The terms of reference of the GSFP or
necessary knowledge and skills about gender gender unit needs to be clearly understood and
issues. Therefore, organizational support and promulgated throughout the organization. A
cooperation is required from the whole national viable gender statistics program will integrate
statistical office to ensure that gender statistics data and provide information across domains.
are adequately produced. In order for the GSFP
In a decentralized system where there are
to be effective in all areas of statistics, he or she
multiple agencies responsible for generating
needs to report to a senior manager of the
statistics, the development of a gender statistics
organization. The GSFP needs to be at a
programme could be more complex. The
sufficiently high level in the organization to have
existence of a coordinating body for the
decision-making powers and to be taken
decentralized system is important as it can
seriously by other decision makers as well as
organize and operate an inter-ministerial group to
technicians.
run a gender statistics programme.
UNITED NATIONS ECONOMIC COMMISSION FOR EUROPE WORLD BANK INSTITUTE 147
Abbreviations
148 UNITED NATIONS ECONOMIC COMMISSION FOR EUROPE WORLD BANK INSTITUTE
Developing Gender Statistics
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Welter, Friederike; Smallbone, David and Isakova, Guidelines for Researching Domestic Violence
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An n e x 1
UNECE Gender Statistics Database: List of indicators
Legal abortions by Measurement, Country and Gender Pay Gap by Indicator, Country and Year.
Year. * These tables are also be included under the
One parent families and children by Sex of section ‘Work-life balance’
parent, Measurement, Country and Year.
Education
Private households by Household type,
Measurement, Country and Year. Upper and post secondary pupils by Sex,
Measurement, Country and Year.
One-person Households by Age, Sex, Country
and Year. Enrolment ratio at secondary level by Sex,
Measurement, Country and Year.
Educational attainment by Level of Education, Age,
Work & the Economy Sex, Measurement, Country and Year.
Labour Force by Age, Sex, Measurement,
Country and Year. Graduates by Type of Programme, Sex,
Measurement, Country and Year.
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Case study on participatory gender statistics training
In order to develop gender statistics, the training mainstreaming gender in all areas of statistics
of statisticians is essential. In this section we will and making sure that data collection and
look at the comparative advantages of dissemination take proper consideration of
participatory methods of training vs. gender-related issues in all fields.
conventional methods, based on the experiences
The Gender Statistics program is based on the
of the Gender Statistics program for Europe and
assumption that adults generally assimilate only
Central Asian countries administered by the
what they find useful and that they want to be
UNECE and the World Bank Institute61. The
able to apply their new knowledge and skills. It
philosophy of this program is the usage of
differentiates between traditional conventional
innovative participatory approaches in adult
training which views the trainee “as an empty
education and training, including interactive,
vessel to be filled with knowledge” and
adaptive and proactive methods, and as such,
participatory training which is based, instead, on
development of the ownership of the project and
an active dialogue between the trainer and trainee
active participation in it of the direct
and constitutes a learning process for both.
beneficiaries – i.e. National Statistical Offices
(NSOs) from recipient countries. Participatory approaches are recognized to be
among the most effective when delivering gender
The main objective of the program is to build
sensitization training. They help to promote
capacity of the National Statistical Offices in the
dialogue and the exchange of information and
target countries (12 EECCA and six SEE
skills among participants, planning future
countries62) to improve production, analysis, and
actions, monitoring and evaluating gender
dissemination of sex-disaggregated statistics for
statistics issues in NSOs. But most importantly,
the purpose of social and economic analysis.
participatory training is fun, and is very helpful
Within the UNECE-WBI program, self-
in developing interest in diverse stakeholders.
sustainable Community of Practice (CoP) of
trainers on gender statistics was created, which Participatory training is best distinguished from
connected statisticians and policymakers from all non-participatory in terms of the way it is
the target countries. The CoP contributed to designed and led. Non-participatory trainings are
attaining the main objective of the program, often top-down, using ‘chalk-and-talk’ approach,
especially in recognizing the importance of or a series of PowerPoint presentations, with the
chairperson deciding on the flow of the training.
61
Often the speaking time is directly proportional
In 2007, the United Nations Economic Commission for
Europe (UNECE) and the World Bank Institute (WBI) launched
to the rank and power of the speaker.
an innovative 3-year project (2007-2010) on Gender Statistics in Participatory training, on the other hand, is
Europe and Central Asia. The target audience for the program is planned and conducted in such a way that it
a mix of middle to high-level statisticians from regional and
national statistical offices, policy makers, researchers and
ensures everyone has the opportunity to
academia from central, federal and municipal levels. This participate on an equal level. In addition, if
Gender Statistics program focuses on the following issues: learners participate actively in the learning
advocacy; gender budgeting; gender and minorities; decision- process, training is more likely to be effective.
making in: public institutions, large enterprises, small
enterprises; gender and labour statistics: informal employment, Trainees will have more ownership in the
entrepreneurship, work/family life reconciliation; Time Use training as their needs will have been identified
Surveys; outreach and marketing. and they will have been involved in deciding
62
Eastern Europe, Caucasus and Central Asia (Armenia,
Azerbaijan, Belarus, Georgia, Kazakhstan, Kyrgyzstan, Republic
how their needs can be met.
of Moldova, Russian Federation, Tajikistan, Turkmenistan,
Ukraine, Uzbekistan) and South East European countries
The following sections go through some major
(Albania, Bosnia and Herzegovina, Croatia, Montenegro, Serbia, steps in organizing participatory training on
The former Yugoslav Republic of Macedonia). gender sensitization of the National Statistical
Offices.
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A2.1 Preparing the participatory carrying out their responsibilities more effectively
training and more knowledgeably.
Identifying the key actors In communicating with potential participants,
There is a range of actors with whom to interact ‘training’ might not always be the appropriate
when planning a gender training. These will word for naming the event. In particular, higher
differ depending on the type of training planned. level managers and policy makers will usually
For example, the main intended audience of the not be comfortable with the idea that they must
UNECE-WBI program are high- and middle- be ‘trained’. For them, a more appropriate word
level statisticians. might be ‘briefing’ or ‘consultation.’ Therefore,
we recommend that the training be called a
Building communication with key actors ‘round table,’ ‘conference’, ‘seminar’ or
First, potential participants and those who have ‘workshop’.
authority over them must be convinced that the Identification of clear objectives
issue of gender statistics is important enough to
spend time on. In some cases a very general gender training is
offered, exposing participants to basic concepts
For senior staff and decision makers, the message and frameworks for understanding gender issues.
must be short but powerful. A strong message to Such training is often referred to as gender
be conveyed is that having staff capable of awareness or gender sensitization training. The
ensuring that the NSS’s outputs are gender- training envisaged in this section is different in
sensitive will improve the quality of the products, that it is intended to result in a change in the
make the data more useful to policy makers, and activities undertaken by participants and their
this will enhance the reputation of the NSS. In institutions. It is thus more practically oriented
some cases, there might also be an obligation to than general awareness-raising. Explaining the
produce gender-sensitive statistics. For example, very specific and practical objectives of the
in terms of a European Union agreement, or for training should help build communication with the
reporting in respect to international obligations different actors.
and standards, such as the Convention on the
Elimination of All Forms of Discrimination The fact that the training is practical also means
against Women (CEDAW), or within the that it needs to be clearly focused on particular
framework of a Gender Action Plan. issues. This could be a particular type of statistics
(such as agricultural), or a particular instrument
At the practical level, senior decision makers will (such as a household survey or business register),
need to know that the training and any or a particular product (such as a ‘Women and
subsequent activity will not place a large burden Men’ publication).
on the organization. It is therefore important to
stress whether financial or other support will be Ideally, there should also be a follow-up objective
available. It must also be emphasized that for the to the workshop in the form of some action that
most part production of gender-sensitive the organizers hope will be undertaken after the
statistics is not a separate and additional task, but workshop has ended. Having a clear follow-up
rather a new way of doing tasks that are already objective makes it easier to determine what needs
being performed. The additional resource to be covered in the workshop. It also increases
requirements should therefore be limited. the chances that participants use what they have
learned in the near future. This, in turn, increases
When targeting staff, it is important that the the chances that the lessons learned are fully
invitation to participate in the gender training entrenched.
does not come across as a criticism of either their
current products and way of working, or their own Following are some examples of follow-up
competence. The message needs to be that it is objectives:
because of the importance and usefulness of the Example 1. Design of a new survey to
statistics that are being produced that there is value investigate gender-based violence.
added in incorporating the gender perspective.
One of the outputs of the gender-based violence
A key message should be that gender statistics is training conducted in Kazakhstan in 2007 was a
not a ‘special interest group’ issue or a ‘women’s sample survey on gender-based violence and a
issue’. Instead, actors need to see how enhanced
gender statistics can assist them and others in
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Interpretive This activity analyzes the meaning and What is the significance of the problem?
significance that participants attach to the
subject What are the consequences of not handling
gender-based violence issues in your country?
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Box A.4: Brainstorming: Gender Pay Gap data Box A.5: Role play
analysis
OBJECTIVE
OBJECTIVE
To convince the NSO to organize gender
Participants will understand how gender pay gap is sensitization training for their staff and to gain a
calculated. They will develop arguments to better understanding of the different players and
convince sceptical people/statisticians on the their specific objectives and agendas.
importance of gender pay gap data for policy
making PARTICIPANTS
PARTICIPANTS 8 – 40
8 – 40 TIME
TIME 90 minutes:
FLOW FLOW
- The facilitator forms teams of 4-6 persons which -The participants are placed into one of the
are randomly put together. following four teams:
- The facilitator explains the objective of the 1) NSO budget officer;
session and hands out a data sheet of a fictitious 2) NSO statistician;
company and gives the following guiding questions 3) National Committee for Women representative;
and tasks:
4) NGO representative.
- What is the effect of different data on hourly,
monthly, annual wages? Explain the reason for -The facilitator briefs the four teams by explaining
differences. what their specific role is.
- Which data are better from a gender -Each team looks at the issue from their own
perspective? perspective. The teams are asked to work out
arguments supporting their role.
- Some people believe that differences in wages
for men and women are related to different -The facilitator hands out a number to the
choices rather than gender roles, discrediting the representatives of each group/role. (If there are 5
use of this indicator for gender equality. team members, the numbers 1-5 get handed out at
Participants are asked to develop convincing each table, etc.).
arguments on the need to use this indicator for -Each role member with a certain number joins a
policy making. table and meets together with the other role
- The teams note their findings on flipcharts and players to discuss the topic. Now the
report to the rest of the group. representatives have the objective to best defend
their role by giving the arguments they have
previously developed.
-The facilitator asks each table to report on the
process, arguments and outcomes of the discussion.
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FLOW
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New technologies such as the Internet have • read and study any of the modules taught
extended the reach of interactions beyond the during the Regional Workshop and national
geographical limitations. To better facilitate day- courses organized in each of the countries
to-day communication and regular connection, an
• download multi-media self-running
interactive web-portal was created for this CoP,
presentations
which can be used by members for the following:
• share their training and teaching experiences
• hold electronic discussions, pose questions to with peers from other countries or video
well-known gender experts from international interviews with influential opinion leaders
organizations and the Task Force on Gender for advocacy of gender statistics
Statistics (who are also members of this
CoP) • learn about advocacy and facilitation
techniques
• post announcements about upcoming events
and trainings on related topics in their • get information about international conferences
countries and Expert Group Meetings on the subject of
gender statistics
• get recent and reliable data from Gender
• communicate on a daily basis with colleagues
Statistics databases from the UNECE and the
from other countries and experts.
World Bank
The term “Community of Practice” they do and learn how to do better learn from each other.
is relatively recent, even though the as they interact regularly. In
concept it refers to is very old. The pursuing their interest in their A growing number of people and
concept provides a useful perspective domain (in our case it is statistics), organizations in various sectors and
on knowing and learning. members engage in joint activities countries are now focusing on
and discussions, help each other, Communities of Practice as a key to
Communities of Practice are groups improving their performance and
of people who share a common and share information. They build
relationships that enable them to connecting people. See, for
concern or a passion for something example, UN-INSTRAW’s CoP at
http://www.un-instraw.org/gtcop/
In addition to this interactive web-portal, regular or Global Conferences on Gender Statistics). Peer
Regional Meetings were held twice a year, and recognition, community-based feedback and
exchange of experts/trainers between countries, acknowledgement mechanisms are important to
as well as field trips, were conducted on a regular celebrate community participation. Sharing
basis. knowledge is a source of power and growing
reputation. Incentives should be given to the
A website in itself is not a community of practice.
community members for their active involvement.
Members of a CoP need to interact and learn
together, and develop a shared repertoire of This initiative of UNECE and WBI proved to be
resources: experiences, stories, tools, ways of a great success. Trained statisticians became
addressing recurring problems. The practice of a active members of the Community of Practice:
community is dynamic and involves learning on enthusiastic trainers themselves who organize
the part of everyone, and this takes time and and teach national courses in their respective
sustained interaction. Elements of a CoP include: countries. They make up a team connected by a
problem solving, requests for information, seeking common interest: gender sensitization and training
experience, reusing assets, coordination and synergy, on gender statistics. They learn by doing and
discussing developments, collective responsibility through personal experimentation and practice,
for managing the knowledge needed. sharing the tacit knowledge with each other.
Training on gender statistics can be very successful
and rewarding if an opportunity for sustaining
A2.4 Lessons learned
such a community of practice exists. UNECE and
WBI established a recognition structure: more Based on the experiences of planning and
active training teams are selected for preparing the Gender Statistics program, the
participation in global conferences and Expert following points are recommended:
Group Meetings (e.g. UNECE Annual Conference
of European Statisticians in Geneva, Switzerland,
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Box A.8:
A.8: S.T.E.P.S. for successful participatory meetings
S T E P S
Balance Pace Change of pace Case studies Location
Preparation Agenda Celebration Charts/ Figures Audio/ Visuals
Body Language Format Humour Activities Multimedia
presentation
Honouring everyone Breaks Awards Documents
Décor/ Setting
Keeping on track Prize Community of
Practice Seating
arrangement
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8. The facilitator for the gender sensitization participate in their design; reflect the program’s
training is also suggested to follow four basic positive results into their work; and exchange
planning steps designed to determine the purpose, knowledge with their peers. Unless the direct
outputs, operational plan, and monitoring of the beneficiaries are engaged in this learning cycle,
training64 (see Box A.9). there will be no true learning.
In sum, designing training programs for General questions for national workshops:
participatory learning on gender statistics is not a
“What are your expectations for this
simple matter. These training activities do not
workshop?”
involve lecture-based transfers of information
from trainer to learner. Participatory training “What are your previous experiences in
involves the beneficiaries from the early stages training?”
of planning throughout the implementation and
“Irresolvable issues: What will this training not
completion of the training. Planners who design
be able to address?”
training programs should be prepared to ask and
answer questions about the nature and expected “How can this workshop be beneficial to your
outcomes of their initiatives. They must be current work?”
prepared to engage in consultations with diverse
Questions for ToT:
groups of stakeholders and be ready to respond to
the needs and views of those stakeholders. Most “What are your expectations for this
importantly, planners must work hard to identify workshop?”
and explore on a day-to-day basis relevant
“How can this workshop help you to become a
communication activities, systems, tools and
better trainer?”
mechanisms. It is within these communication
activities that the planner of training programs on “What are the content areas in which you need
gender statistics has the empowering opportunity more support? (obstacles and challenges)”
to become a learner and an active member of the
“What are your previous experiences in
Community of Practice.
training and as a trainer?”
The experience of the UNECE-WBI program
appears to be very effective in organizing gender
sensitization training. It allowed the participants
to be very much involved in the whole process,
thus owning their respective national program
and belonging to the Regional Community of
Practice at the same time. Establishment of the
Community of Practice ensures long-term
engagement and sustainable capacity in the
National Statistical Offices. Practitioners
establish a special connection with each other as
they share actual experiences. They understand
each other’s stories, difficulties and insights. This
allows them to learn from each other and build
on each other’s expertise.
It is imperative to involve statisticians and
trainers in the full cycle of the program’s
planning, implementation, monitoring and
evaluation. It is important that they feel
ownership of the program activities and
64
Source: Participatory Methods for Situation Analysis and
Planning of Project Activities. Humbolt-Iniversitat zu Berlin.
Berlin. 1994.
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Opening The participants are divided into 6 groups: What is the most interesting or
fun name?
- In each group, participants introduce themselves and explain
the meaning of their name.
- The facilitator asks each group to report on the most
interesting or fun name / personal presentation to all the
participants
4. Monitoring Constantly check if you are focused on the goal and expected Are we following the plan?
outputs of the training and keep participants focused on it
throughout the event
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Box A.10: Needs assessment exercise
PARTICIPANTS
TIME
60 minutes:
- 5 minutes facilitator creates and briefs 6 teams
- 20 minutes group work
- 20 minutes representative team discussion
- 15 minutes group discussion and summary
ROOM SET-UP
SUPPLIES
One flipchart per team, alternatively poster-size papers that can be attached to a
wall, calculator for each team
PREPARATION
FLOW
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