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tools for analysis
Situational Analysis

Tools selection must be rooted firmly in the research framework and key questions for the study. (For guidance on design and planning - see pages in the"Preparation" section).
 
This page provides 3 sections on tool selection for situational analysis:
  1. Links to resources for targeted guidance on situational analysis;
  2. Analysis Tools for Broader Context that can inform Gender Analysis
  3. Analysis Tools for Gender Analysis, organized along the Good Practices Framework inquiry areas

Links to Resources

It may also be useful to refer to:

We hope that the discussions below inspire and help users adapt approaches for diverse contexts:

Analysis Tools

The following tools highlight selected tools for situational analysis and gender. Note: For each list of tools, this page only displays the seven top-rated tools. To see more tool options, simply press the arrows at the bottom of each list.

Broader Context

Situational analyses often begin with a desk review and interviews on the broader country context. This broader review can focus community-level research. Such analysis would explore a broader set of questions around:

  1. The structures, norms and broader development context that surround a community - this could be in terms of beliefs and values, policies and practices, expectations, and the social as well as natural environment
  2. The relationships and stakeholders within a community - this examines who are the key stakeholders that hold power and influence, as well as their relationships with one another, as well as in relation to poor and marginalized groups.
  3. Multi-purpose tools - a number of tools may also be adapted for multiple uses.

 Structures, Norms, and Development Context

DescriptionFilter
CaseExamples
Community, Social and Resource Mapping
Maps the spatial  spread, natural resources, access to infrastructure and the dynamics of inclusion/exclusion from development and decision-making (structures).
gender ideals
Uses brainstorming, illustration (or in some cases sculpture modeling) to discuss what defines an ideal man, woman, boy or girl (structures, relations, agency).
power mapping
Looks at where power sits within a given area, based on structural factors, including natural resources, political resources (prominent leaders) as well as development resources.
village histories and trends
Outline key events and condition’s (structures) facing communities across history that shaped its development and identity, probing what strategies people took during these times (agency).
well-being analysis
Illustrates who are poor, middle and rich within a community, and patterns by which groups are generally excluded in regard to well-being status (structures). and what activities they can engage (agency).

 Stakeholders and Relationships

DescriptionFilter
dependency mapping
Charts how different groups within a society depend on and influence one another (relations) based on diverse activities/skills (agency).
Do_No_Harm
Flexible framework to be used across the project cycle for understanding a) potential conflicts, b) sources of division, cohesion and peace within a community, and c) implications for programming.
exploitation analysis
Looks into the relational and structural dynamics between groups of economic / gendered / class power with those who face exploitation along these same terms.
Gender Equality Attitudes-Values Clarification
Gauges men’s (or women’s) attitudes about gender equality (agency). It can also then be used to understand the broader values and norms that drive attitudes (structures), as well as give a sense of the dynamics surrounding gender relations.
local gov-constructing a power-net
Looks at the legacy of how governance has been managed and trends in power-sharing within a community (structures), to explore what relationships uphold key groups in decision-making positions within a community.
stakeholder and institution mapping
Maps what are key institutions and who are key stakeholders in a given environment (structures), and what are their relationships with the groups at the heart of a study.

 Multi-Purpose Tools

DescriptionFilter
CaseExamples
cobweb matrix
Works with group to identify, understand and rank contributing factors driving an issue or problem (agency, structures, relations).
Community, Social and Resource Mapping
Maps the spatial  spread, natural resources, access to infrastructure and the dynamics of inclusion/exclusion from development and decision-making (structures).
dependency mapping
Charts how different groups within a society depend on and influence one another (relations) based on diverse activities/skills (agency).
Do_No_Harm
Flexible framework to be used across the project cycle for understanding a) potential conflicts, b) sources of division, cohesion and peace within a community, and c) implications for programming.
exploitation analysis
Looks into the relational and structural dynamics between groups of economic / gendered / class power with those who face exploitation along these same terms.
Focus Groups Discussions
Group discussions can touch on a spectrum of issues related to agency, relations and structures. Note: depending on the topic of discussion, teams must consider risks and the importance of privacy and confidentiality.
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Gender Analysis Areas of Inquiry

A number of tools in this Toolkit aim to explore each of the core areas of inquiry within the Good Practices Framework for Gender Analysis. A listing of tools, organized by areas of inquiry as discussed in the Good Practices Framework for Gender Analysis:

 Resources

Resources Cited in this Section:

  • B Bode (2010). Regional Capacity-Building Initiative in Situational Analysis – Process Report of the Capacity Building Workshops. CARE International – East / Central Africa Regional Management Unit.
  • M Picard (DRAFT, as of 2010). A Guide for Implementing the Program Approach for CARE international in Indonesia. CARE Indonesia.
  • B Bode (2009). The Causes and Conditions of Poverty in Acholiland, Northern Uganda. CARE Uganda.
  • A Dazé, K Ambrose and C Ehrhart (2009). Climate Vulnerability and Capacity Analysis Handbook. Available at: http://www.careclimatechange.org.
  • B Kuehhas (2009). Gender Analysis Guiding Notes. CARE Osterreich. Available at CARE’s gender wiki at: http://gender.care2share.wikispaces.net.
  • V Robinson (2009). Context and Power in Sex Work in Bangladesh: An inquiry into empowerment and HIV risk reduction among sex workers in Dhaka and Tangail. CARE Bangladesh. Available at CARE’s Women’s Empowerment Strategic Impact Inquiry Library: http://pqdl.care.org/sii.
  • S Sharma (2009). Participatory Methods, Processes and Analyses: A handbook for identification of underlying causes of poverty and formulation of strategies. CARE Nepal. Available at CARE Nepal’s Program Shift wiki page: http://p-shift.care2share.wikispaces.net/Nepal.
  • J Buter (2008). Reflexion sur le genre et la diversité sur le lieu de travail à CARE Burundi. MDF Training and Consultancy.
  • CARE Bangladesh (2008). Strategic Impact Inquiry: Empowerment Approaches and HIV Risk Reduction Overview of Research Design.
  • CARE USA (2008). Gender, Sex and the Power to Survive: the impact and implications of empowering women at risk of HIV/AIDS: A Global Research Design Framework Appendices. Available at Module 4 of CARE’s Women’s Empowerment Strategic Impact Inquiry Methodological Compendium: http://pqdl.care.org/sii/pages/methods/aspx
  • M Logarta, S Heng, R Long (2008). Gender, Sex and the Power to Survive: the impact and implications of empowering women at risk of HIV/AIDS: Project on Sex Workers’ HIV/AIDS Reduction, Advocacy, Facilitation and Empowerment (SAFE). CARE Cambodia. Available at CARE’s Women’s Empowerment Strategic Impact Inquiry Library: http://pqdl.care.org/sii/SIILibrary/Forms/Asia.aspx
  • B Bode (2007). Power Analysis in the Context of Rights-Based Programming. CARE Bangaldesh. Available at Module 3 of the Women’s Empowerment Strategic Impact Inquiry Methodological Compendium, CARE: http://pqdl.care.org/sii/pages/methods.aspx.
  • CARE and ICRW (2007). PLA Field Guide: Western Balkans Gender-Based Violence Initiative. Exploring Dimensions of Masculinity and Violence with Young Men: Skills Building Workshop at Investing in Young People’s Health and Development: Research that Improves Policies and Programs.  
  • CARE International – Ecuador (2007). Experiential Methodologies: a proposal for developing qualitative research. Women’s Empowerment Strategic Impact Inquiry, CARE. Available at: http://pqdl.care.org/sii/SIILibrary/Forms/Latin%20America.aspx.
  • CARE International – USA (2007). Ideas and Action: Addressing the Social Factors that Influence Sexual and Reproductive Health. Available at: http://www.care.org/reprohealth.
  • CARE International – USA (2007). Promising Practices Inquiry on Women’s Empowerment: Resources. CARE. Available at Module 2 of CARE’s Women’s Empowerment Strategic Impact Inquiry Methodological Compendium: http://pqdl.care.org/sii/pages/methods.aspx.
  • K de Boodt (2007). Empowerment Approaches for Understanding Empowerment: Learning from Practice – Appreciative Inquiry (Dialogue Valorisant) for Positive Change. CARE Burundi. Available at Module 4 of CARE’s Women’s Empowerment Strategic Impact Inquiry Methodological Compendium: http://pqdl.care.org/sii/pages/methods.aspx
  • A Eckman, A Jain, SD Kambou, D Bartel and J Crownover (2007). Exploring Dimensions of Masculinity and Violence. Washington, DC: CARE and the International Center for Research on Women. Available at: http://www.icrw.org/publications/exploring-dimensions-masculinity-and-violence
  • B Bode (2006). Disaggregating Community through Social Analysis. CARE Bangladesh. Available at Module 3 of CARE’s Women’s Empowerment Strategic Impact Inquiry Methodological Compendium: http://pqdl.care.org/sii/pages/methods.aspx.
  • CARE (2006). Global Research Framework for CARE’s Strategic Impact Inquiry on Women’s Empowerment. Available at the Overview page of CARE’s Women’s Empowerment Strategic Impact Inquiry Library: http://pqdl.care.org/sii/Pages/overview.aspx
  • CARE (2006). Ecuador Case Study. Available at CARE’s Women’s Empowerment Strategic Impact Inquiry Methodological Compendium: http://pqdl.care.org/sii/Pages/methods.aspx
  • CARE and ICRW (2006). Walking the Talk. Inner Spaces, Outer Faces Initiative: A Gender and Sexuality Initiative.  Available at: http://www.careacademy.org/ISOFI.
  • CARE Burundi (2006). La Piste du Voyage: L’Approche valorisante synthese de methodologie. Available at Module 6 of CARE’s Women’s Empowerment Strategic Impact Inquiry Methodological Compendium: http://pqdl.care.org/sii/pages/methods.aspx
  • CARE Ethiopia (2006). Strategic Impact Inquiry on Women’s Empowerment in Relation to FGC Elimination Project in Awash. Available at CARE’s Women’s Empowerment Strategic Impact Inquiry Library: http://pqdl.care.org/sii/SIILibrary/Forms/Africa.aspx
  • CARE Tanzania (2006). Strategic Impact Inquiry into Women’s Empowerment: The Open Inquiry. Available at CARE’s Women’s Empowerment Strategic Impact Inquiry Library: http://pqdl.care.org/sii/SIILibrary/Forms/Africa.aspx
  • F Maiga, AK Coulibaly, RF Ngampana, M Fofana, O Keita, B Diallo and A Koné (2006) Facilitation Guide for In-depth Interviews and Focus Group Discussions with Women. CARE Mali.
    CARE India (unpublished). Strategic Impact Inquiry 2005 Annex of Tools.
  • Patsy Collins Trust Fund Initiative (2006). Selected Participatory Tools for Situational Analysis. LEADER Workshop, CARE International - Tanzania.
  • A Rivuzimana (2006). Les Indicateurs d’Empowerment des Femmes au Nord du Burundi. CARE Burundi. Available at CARE’s Women’s Empowerment Strategic Impact Inquiry Library: http://pqdl.care.org/sii/SIILibrary/Forms/Africa.aspx
  • K McCaston (2005). Tips for Collecting, Reviewing and Analyzing Secondary Data. CARE. Available at Module 3 of the Women’s Empowerment SII Methodological Compendium: http://pqdl.care.org/sii/pages/methods.aspx.
  • T Frankenberger, K Luther, J Becht and K McCaston (2002). Household Livelihoods Security Assessments: A Toolkit for Practitioners. CARE. Available at CARE’s Program Quality Digital Library: http://pqdl.care.org/Practice.
  • V Wilde (2001). Socio-Economic and Gender Analysis (SEAGA) Program Field Handbook. Food and Agriculture Organization of the United Nations (FAO). Available at the FAO website at: http://www.fao.org/sd/seaga/4_en.htm.
  • P O’Brien (2001). Benefits-Harms Handbook, CARE. Available at the Practice section of the Program Quality Digital Library: http://pqdl.care.org/pages/practice.aspx.