European Institute for Gender Equality

Gender Budgeting

Gender Budgeting

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Gender Budgeting: Step-by-step toolkit

Guidance for mainstreaming gender into the EU Funds

This step-by-step toolkit aims to assist managing authorities in the European Union to apply gender budgeting tools in the processes of the European Union Funds under shared management (from here on EU Funds).

  • Why gender budgeting?
  • Practical tools and examples

Contents

  • Back to toolkit page
  • Who is this toolkit for?
  • What is gender budgeting?
    • Introducing gender budgeting
    • What does gender budgeting involve in practice?
    • Gender budgeting in the EU Funds
      • Gender budgeting as a way of complying with EU legal requirements
      • Gender budgeting as a way of promoting accountability and transparency
      • Gender budgeting as a way of increasing participation in budget processes
      • Gender budgeting as a way of advancing gender equality
  • Why is gender budgeting important in the EU Funds?
    • Three reasons why gender budgeting is crucial in the EU Funds
  • How can we apply gender budgeting in the EU Funds? Practical tools and Member State examples
    • Tool 1: Connecting the EU Funds with the EU’s regulatory framework on gender equality
      • Legislative and regulatory basis for EU policies on gender equality
      • Concrete requirements for considering gender equality within the EU Funds
      • EU Funds’ enabling conditions
      • Additional resources
    • Tool 2: Analysing gender inequalities and gender needs at the national and sub-national levels
      • Steps to assess and analyse gender inequalities and needs
      • Step 1. Collect information and disaggregated data on the target group
      • Step 2. Identify existing gender inequalities and their underlying causes
      • Step 3. Consult directly with the target groups
      • Step 4. Draw conclusions
      • Additional resources
    • Tool 3: Operationalising gender equality in policy objectives and specific objectives/measures
      • Steps for operationalising gender equality in Partnership Agreements and Operational Programmes
      • General guidance on operationalising gender equality when developing policy objectives, specific objectives and measures
      • Checklist for putting the horizontal principle of gender equality into practice in Partnership Agreements
      • Checklist for putting the horizontal principle of gender equality into practice in Operational Programmes
      • Examples of integrating gender equality as a horizontal principle in policy objectives and specific objectives
    • Tool 4: Coordination and complementarities between the EU Funds to advance work-life balance
      • Steps for enhancing coordination and complementarities between the funds
      • Steps 2 and 3. Identifying and developing possible work-life balance interventions
      • Step 4. Following-up through the use of indicators within M&E systems
      • Fictional case study 1: reconciling paid work and childcare
      • Fictional case study 2: reconciling shift work and childcare
      • Fictional case study 3: balancing care for oneself and others
      • Fictional case study 4: reconciling care for children and older persons with shift work
      • Additional resources
    • Tool 5: Defining partnerships and multi-level governance
      • Steps for defining partnerships and multi-level governance
      • Additional resources
    • Tool 6: Developing quantitative and qualitative indicators for advancing gender equality
      • Steps to develop quantitative and qualitative indicators
      • ERDF and Cohesion Fund
      • ESF+
      • EMFF
      • Additional resources
    • Tool 7: Defining gender-sensitive project selection criteria
      • Steps to support gender-sensitive project development and selection
      • Checklist to guide the preparation of calls for project proposals
      • Checklist for project selection criteria
      • Supplementary tool 7.a: Gender-responsive agreements with project implementers
    • Tool 9: Mainstreaming gender equality in project design
      • Steps to mainstream gender equality in project design
      • Step 1. Alignment with partnership agreements’ and Operational Programmes’ gender objectives and indicators
      • Step 2. Project development and application
      • Step 3. Project implementation
      • Step 4. Project assessment
    • Tool 10: Integrating a gender perspective in monitoring and evaluation processes
      • Steps to integrate a gender perspective in M&E processes
      • Additional resources
    • Tool 11: Reporting on resource spending for gender equality in the EU Funds
      • Tracking expenditures for gender equality
      • Additional resources
  • Resources
    • References
    • Abbreviations
    • Acknowledgements

Download the toolkit

Gender Budgeting: Step-by-step toolkitSelect language
  • English (3.02 MB)
  • Bulgarian (3.59 MB)
  • Czech (3.25 MB)
  • Danish (3.14 MB)
  • German (3.31 MB)
  • Greek (3.52 MB)
  • Spanish (3.17 MB)
  • Estonian (3.05 MB)
  • Finnish (3.16 MB)
  • French (3.21 MB)
  • Croatian (3.25 MB)
  • Hungarian (3.43 MB)
  • Italian (3.15 MB)
  • Lithuanian (3.31 MB)
  • Latvian (3.28 MB)
  • Dutch (3.18 MB)
  • Polish (3.5 MB)
  • Portuguese (3.21 MB)
  • Romanian (3.36 MB)
  • Slovak (3.29 MB)
  • Slovenian (3.27 MB)
  • Swedish (3.08 MB)

Read more

Factsheet: Toolkit for gender budgeting in the EU FundsEN (462 Kb)

Advancing work–life balance with EU Funds. A model for integrated gender-responsive interventionsEN (1.88 MB)

Factsheet: Advancing work–life balance with the EU FundsEN (764 Kb)

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