¡Sí, por favor! Te alentamos a compartir el enlace a la encuesta con tus redes. Cuanto más diversas sean las opiniones que recolectemos, más completa será nuestra comprensión del panorama financiero para las organizaciones feministas.

Before starting the WITM research methodology, it is important you prepare the background and know what to expect.

Capacity

With AWID’s WITM research methodology, we recommend that you first review the entire toolkit.

While this toolkit is designed to democratize WITM research, there are capacity constraints related to resources and research experience that may affect your organization’s ability use this methodology.

Use the “Ready to Go?” Worksheet to assess your readiness to begin your own WITM research. The more questions you can answer on this worksheet, the more prepared you are to undertake your research.

Trust

Before beginning any research, we recommend that you assess your organization’s connections and trust within your community.

In many contexts, organizations may be hesitant to openly share financial data with others for reasons ranging from concerns about how the information will be used, to fear of funding competition and anxiety over increasing government restrictions on civil society organizations.

As you build relationships and conduct soft outreach in the lead-up to launching your research, ensuring that your objectives are clear will be useful in creating trust. Transparency will allow participants to understand why you are collecting the data and how it will benefit the entire community.

We highly recommend that you ensure data is collected confidentially and shared anonymously. By doing so, participants will be more comfortable sharing sensitive information with you. 

First step

1. Gather your resources

We also recommend referring to our “Ready to Go?” Worksheet to assess your own progress.

First step

1. Gather your resources

Ready to Go? Worksheet

Download the toolkit in PDF

Events in Indonesia, in late 2019 - in particular, signs of intensifying militarization and backlash against LGBTQ rights - led us to question AWID’s ability to maintain a reasonably safe and welcoming environment for the diversity of participants we aspire to bring together at the Forum.

After careful consideration the AWID Board of Directors decided to change the venue for the 14th International AWID Forum, in November 2019 from Bali to Taipei.

Taipei offers  a strong degree of logistical capacities, and is accessible for many travellers (with a facilitated e-visa process for international conferences).  

For more details:

• Read the full announcement that we made on December 10, 2019 about the location change
• Find out more why we chose Taipei as the location of the 14th AWID Forum

Чтобы поделиться опытом финансирования в вашей организации

This section will guide you on how to ensure your research findings are representative and reliable.

In this section:

• Collect your data
  1. Before launch
  2. Launch
  3. During launch
• Prepare your data for analysis
  1. Clean your data
  2. Code open-ended responses
  3. Remove unecessary data
  4. Make it safe
• Create your topline report
• Analyze your data
  1. Statistical programs
  2. Suggested points for analysis

Collect your data

1. Before launch

• First determine the best way to reach your survey population.
  For example, if you want to focus on indigenous women’s rights organizers, do you know who the key networks are? Do you have contacts there, people who can introduce you to these organizations or ways of reaching them?
• Determine if your key population can be easily reached with an online survey, if you need to focus on paper survey distribution and collection or a mix of both. This decision is very important to ensure accessibility and inclusiveness.
• Be prepared! Prior to advertizing, create a list of online spaces where you can promote your survey.
  If you are distributing paper versions, create a list of events, spaces and methods for distributing and collecting results.
• Plan your timeline in advance, so you can avoid launching your survey during major holidays or long vacation periods.
• Make it easy for your advisors and partners to advertize the survey – offer them pre-written Twitter, Facebook and email messages that they can copy and paste.

2. Launch

• Send the link to the survey via email through your organization’s email databases.
• Advertize on your organization’s social media. Similar to your newsletter, you can regularly advertize the survey while it is open.
• If your organization is hosting events that reach members of your survey population, this is a good space to advertize the survey and distribute paper versions as needed.
• Invite your advisors to promote the survey with their email lists and ask them to copy you so you are aware of their promotional messages. Remember to send them follow-up reminders if they’ve agreed to disseminate.
• Approach funders to share your survey with their grantees. It is in their interest that their constituencies respond to a survey that will improve their own work in the field.

3. During launch

• Keep the survey open for a minimum of four weeks to ensure everyone has time to take it and you have time to widely advertize it.
• Send reminders through your email databases and your partners databases asking people to participate in the survey. To avoid irritating recipients with too many emails, we recommend sending two additional reminder emails: one at  midway point while your survey is open and another a week before your survey closes.
• As part of your outreach, remember to state that you are only collecting one response per organization. This will make cleaning your data much easier when you are preparing it for analysis.
• Save an extra week! Halfway through the open window for survey taking, check your data set. How have you done so far? Run initial numbers to see how many groups have responded, from which locations, etc. If you see gaps, reach out to those specific populations. Also, consider extending your deadline by a week – if you do so, include this extension deadline in one of your reminder emails, informing people know there is more time to complete the survey. Many answers tend to come in during the last week of the survey or after the extended deadline.

If you also plan to collect data from applications sent to grant-making institutions, this is a good time to reach out them.

When collecting this data, consider what type of applications you would like to review. Your research framing will guide you in determining this.

Also, it may be unnecessary to see every application sent to the organization – instead, it will be more useful and efficient to review only eligible applications (regardless of whether they were funded).

You can also ask grant-making institutions to share their data with you.

See a sample letter to send to grant-making institutions

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Prepare your data for analysis

Your survey has closed and now you have all this information! Now you need to ensure your data is as accurate as possible.

Depending on your sample size and amount of completed surveys, this step can be lengthy. Tapping into a strong pool of detail-oriented staff will speed up the process and ensure greater accuracy at this stage.

Also, along with your surveys, you may have collected data from applications sent to grant-making institutions. Use these same steps to sort that data as well. Do not get discouraged if you cannot compare the two data sets! Funders collect different information from what you collected in the surveys. In your final research report and products, you can analyze and present the datasets (survey versus grant-making institution data) separately.

1. Clean your data

• Resolve and remove duplications: If there is more than one completed survey for one organization, reach out to the organization and determine which one is the most accurate.
• Remove ineligible responses: Go through each completed survey and remove any responses that did not properly answer the question. Replace it with “null”, thus keeping it out of your analysis.
• Consistently format numerical data: For example, you may remove commas, decimals and dollar signs from numerical responses. Financial figures provided in different currencies may need to be converted.

2. Code open-ended responses

There are two styles of open-ended responses that require coding.

Questions with open-ended responses

For these questions, you will need to code responses in order to track trends.

Some challenges you will face with this is:

1. People will not use the exact same words to describe similar responses
2. Surveys with multiple language options will require translation and then coding
3. Staff capacity to review and code each open-ended response.

If using more than one staff member to review and code, you will need to ensure consistency of coding. Thus, this is why we recommend limiting your open-ended questions and as specific as possible for open-ended questions you do ask. 

For example, if you had the open-ended question “What specific challenges did you face in fundraising this year?” and some common responses cite “lack of staff,” or “economic recession,” you will need to code each of those responses so you can analyze how many participants are responding in a similar way.

For closed-end questions

If you provided the participant with the option of elaborating on their response, you will also need to “up-code” these responses.

For several questions in the survey, you may have offered the option of selecting the category “Other” With “Other” options, it is common to offer a field in which the participant can elaborate.

You will need to “up-code” such responses by either:

• Converting open-ended responses to the correct existing categories (this is known as “up-coding”). As a simple example, consider your survey asks participants “what is your favorite color?” and you offer the options “blue,” “green,” and “other.” There may be some participants that choose “other” and in their explanation they write “the color of the sky is my favorite color.” You would then “up-code” answers like these to the correct category, in this case, the category “blue.”
• Creating a new category if there are several “others” that have a common theme. (This is similar to coding the first type of open-ended responses). Consider the previous example question of favorite color. Perhaps many participants chose “other” and then wrote “red” is their favorite. In this case, you would create a new category of “red” to track all responses that answered “red.”
• Removing “others” that do not fit any existing or newly created categories.

3. Remove unecessary data

Analyze the frequency of the results

For each quantitative question, you can decide whether you should remove the top or bottom 5% or 1% to prevent outliers* from skewing your results. You can also address the skewing effect of outliers by using median average rather than the mean average. Calculate the median by sorting responses in order, and selecting the number in the middle. However, keep in mind that you may still find outlier data useful. It will give you an idea of the range and diversity of your survey participants and you may want to do case studies on the outliers.

* An outlier is a data point that is much bigger or much smaller than the majority of data points. For example, imagine you live in a middle-class neighborhood with one billionaire. You decide that you want to learn what the range of income is for middle-class families in your neighborhood. In order to do so, you must remove the billionaire income from your dataset, as it is an outlier. Otherwise, your mean middle-class income will seem much higher than it really is.

Remove the entire survey for participants who do not fit your target population. Generally you can recognize this by the organizations’ names or through their responses to qualitative questions.

4. Make it safe

To ensure confidentiality of the information shared by respondents, at this stage you can replace organization names with a new set of ID numbers and save the coding, matching names with IDs in a separate file.

With your team, determine how the coding file and data should be stored and protected.

For example, will all data be stored on a password-protected computer or server that only the research team can access?

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Create your topline report

A topline report will list every question that was asked in your survey, with the response percentages listed under each question. This presents the collective results of all individual responses. 

Tips:

• Consistency is important: the same rules should be applied to every outlier when determining if it should stay or be removed from the dataset.
• For all open (“other”) responses that are up-coded, ensure the coding matches. Appoint a dedicated point person to randomly check codes for consistency and reliability and recode if necessary.
• If possible, try to ensure that you can work at least in a team of two, so that there is always someone to check your work.

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Analyze your data

Now that your data is clean and sorted, what does it all mean? This is the fun part where you begin to analyze for trends.

Are there prominent types of funders (government versus corporate)? Are there regions that receive more funding? Your data will reveal some interesting information.

1. Statistical programs

• Smaller samples (under 150 responses) may be done in-house using an Excel spreadsheet.

• Larger samples (above 150 responses) may be done in-house using Excel if your analysis will be limited to tallying overall responses, simple averages or other simple analysis.

• If you plan to do more advanced analysis, such as multivariate analysis, then we recommend using statistical software such as SPSS, Stata or R.
  NOTE: SPSS and Stata are expensive whereas R is free.
  All three types of software require staff knowledge and are not easy to learn quickly.

Try searching for interns or temporary staff from local universities. Many students must learn statistical analysis as part of their coursework and may have free access to SPSS or Stata software through their university. They may also be knowledgeable in R, which is free to download and use.

2. Suggested points for analysis

• Analysis of collective budget sizes
• Analysis of budget sizes by region or type of organization
• Most common funders
• Total amount of all funding reported
• Total percentages of type of funding (corporate, government, etc)
• Most funded issues/populations
• Changes over time in any of these results.

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Previous step

3. Design your survey

Next step

5. Conduct interviews

Estimated time:

• 2 - 3 months

People needed:

• 1 or more research person(s)
• Translator(s), if offering survey in multiple languages
• 1 or more person(s) to assist with publicizing survey to target population
• 1 or more data analysis person(s)

Resources needed:

• List of desired advisors: organizations, donors, and activists
• Optional: an incentive prize to persuade people to complete your survey
• Optional: an incentive for your advisors

Resources available:

Survey platforms:

• Survey Monkey
• Survey Gizmo (Converts to SPSS for analysis very easily)

Examples:
• 2011 WITM Global Survey
• Sample of WITM Global Survey
• Sample letter to grantmakers requesting access to databases

Visualising Information for Advocacy:
• Cleaning Data Tools
• Tools to present your data in compelling ways
• Tutorial: Gentle Introduction to Cleaning Data

Previous step

3. Design your survey

Next step

5. Conduct interviews

Ready to Go? Worksheet

Download the toolkit in PDF

Los resultados de la investigación también influirán sobre tu trabajo de incidencia ya que, por ejemplo, te habrán revelado qué sectores otorgan más financiamiento y cuáles consideras que necesitan mayor formación para ejercer su rol de donantes.

En esta sección

• Desarrolla la estrategia de incidencia
• Ponte en contacto con tus redes
• Adapta la estrategia a cada sector
  1. Organizaciones por los derechos de las mujeres
  2. Entidades bilaterales y multilaterales
  3. Fundaciones privadas
  4. Fondos de mujeres
  5. Sector privado y nuevos donantes

Desarrolla la estrategia de incidencia

En la sección de este Manual dedicada a «Prepara el marco para la investigación», te recomendamos que pensaras en las metas que esperabas alcanzar con la investigación. Esas metas te permitirán desarrollar una estrategia de incidencia una vez que hayas completado la investigación.

Una estrategia de incidencia es un plan para difundir los resultados de la investigación de una forma tal que te permita cumplir las metas, dentro del objetivo más amplio que es hacer incidencia con sectores clave para introducir cambios positivos en cuanto a los recursos disponibles para los procesos organizativos por los derechos de las mujeres.

Cómo utilizar las metas definidas en el marco para la investigación:

• Compila una lista con los posibles grupos de contactos a quienes les podrían interesar los resultados de la investigación.
• Para cada grupo, explica en una sola frase cómo te podría ayudar a alcanzar tu meta.
• Para cada grupo, anota el tono que deberás utilizar para comunicarte (formal y profesional, informal, ¿entienden la jerga del sector?).
• Compila una lista de todos los medios que te podrían ayudar a llegar a esas audiencias, el tono adecuado para cada uno, y sus funcionalidades (redes sociales para desarrollar una sensación de comunidad, comunicados de prensa para los anuncios oficiales dirigidos a un público general, etc.).

De esa lista — que será lo más exhaustiva posible — elige los medios más eficientes para alcanzar tus metas. (Más abajo encontrarás ejemplos específicos de audiencias y métodos de incidencia)

Una vez que hayas desarrollado la estrategia, podrás comenzar con la difusión.

Volver al comienzo

Ponte en contacto con tus redes

Para difundir los resultados, primero ponte en contacto con las personas/organizaciones a través de las cuales distribuiste la encuesta, y también con todas las que respondieron la encuesta y fueron entrevistadas.

• Primero, aprovecha la oportunidad para agradecerles por haber contribuido a la investigación.
• Comparte con ellxs los principales resultados de la encuesta y los análisis.

• Facilítales la difusión del producto aportándoles ejemplos de tuits, mensajes para Facebook e incluso una breve introducción que puedan copiar y pegar en su sitio de Internet.

No te olvides de pedirles que identifiquen quién será tu contacto en cada organización y pídeles que te confirmen una vez que hayan realizado cualquier publicación referida a tus materiales.

Esto te permitirá tener un registro de quiénes difundieron el informe pero también construir vínculos más sólidos con las organizaciones y personas con las que trabajas.

Volver al comienzo

Adapta la estrategia a cada sector

A modo de ejemplo te presentamos una lista de sectores sobre los que AWID realiza incidencia.

• Utiliza esta lista como punto de partida para elaborar tus propios planes de incidencia para cada sector.
• Formula un objetivo que esperas lograr en cada sector.
• Asegúrate de agregar a la lista a todo sector que te parezca relevante para tu investigación específica, como por ejemplo ONG o gobiernos locales.

Para esto te resultará útil la lista de organizaciones y personas que te asesoraron durante la investigación (consultorxs). Ellxs te ayudarán a difundir el informe en distintos espacios y también podrán presentarte a nuevas organizaciones o llevarte a nuevos espacios para hacer incidencia.

1. Organizaciones por los derechos de las mujeres

Objetivos propuestos: Que las organizaciones por los derechos de las mujeres actualicen sus conocimientos acerca de las tendencias en el financiamiento; pensar colectivamente iniciativas conjuntas para la movilización de recursos utilizando los resultados de la investigación; influir sobre cómo abordan la movilización de recursos

Ejemplos de posibles métodos de incidencia:

• Organiza seminarios, cafés de aprendizaje u otros eventos en toda tu región, en los idiomas relevantes, para comunicarles los resultados de la investigación.
• Si no puedes llegar físicamente a todxs en tu región, considera la posibilidad de organizar un seminario virtual y presentaciones en línea.
• Presenta los resultados en reuniones importantes como la Comisión de la Condición Jurídica y Social de la Mujer (CSW).
• Además de los boletines y el sitio de Internet de la organización, escribe artículos en diferentes plataformas a las que consulta la audiencia a la que quieres llegar.
  Ejemplos: World Pulse (en inglés), OpenDemocracy (en inglés), feministing (en inglés).

2. Bilaterales y multilaterales

Objetivo propuesto: Crear conciencia acerca de cómo el sector del financiamiento no está cumpliendo con sus compromisos establecidos y cómo necesita mejorar los mecanismos de apoyo para financiar los procesos organizativos por los derechos de las mujeres.

Identifica qué entidades bilaterales y multilaterales son las más influyentes en cuanto al financiamiento; esto podría incluir a las sedes locales de las embajadas.

Ejemplos de posibles métodos de incidencia:

• Compila una lista de organizaciones aliadas y personas influyentes (a algunas de ellas tal vez ya las consultaste en el proceso de investigación) que puedan educar a sus pares.
• Pídeles que te ayuden a difundir los resultados de la investigación más ampliamente y con las grandes entidades multilaterales (como la ONU).
• Haz una presentación y/o asiste a espacios influyentes en las que están presentes entidades bilaterales y multilaterales, como GENDERNET (en inglés).
• Publica artículos en los medios que leen quienes trabajan en entidades bilaterales o multilaterales como devex, Better Aid, Publish What You Pay.

3. Fundaciones privadas

Objetivo propuesto: Expandir la calidad y cantidad del apoyo a las organizaciones por los derechos de las mujeres.

Ejemplos de posibles métodos de incidencia:

• Asiste y/o haz presentaciones en eventos organizados por fundaciones privadas.
• Utiliza los grupos de membresía para contactarte con fundaciones privadas, como por ejemplo el International Human Rights Funders Group [Grupo Internacional de Financiadoras de Derechos Humanos] o la African Philanthropy Network [Red de Filantropía Africana] (sitios en inglés). Propone organizar una sesión en los eventos que organizan estos grupos.
• Ponte en contacto con las alianzas progresistas que otorgan financiamientos (como EDGE Funders [Fundadores EDGE]) para la difusión y para estudiar la posibilidad de hacer una presentación para ellas.
• Publica artículos en los diferentes medios que leen quienes trabajan en fundaciones privadas como The Chronicle of Philanthropy [La Cronica de Filantropía] y Alliance Magazine [Revista Alianza] (sitios en inglés).

4. Fondos de mujeres

Objetivo propuesto: Alentarlas a continuar y expandir su trabajo.

Ejemplos de posibles métodos de incidencia:

• Realiza presentaciones en los fondos de mujeres de tu región y en los países sobre los que esperas influir.
• Difunde los resultados de la investigación entre todos los fondos de mujeres que tienen influencia en la región, las temáticas o poblaciones que son prioritarias para ti.
• Considera la posibilidad de encarar iniciativas conjuntas a partir de los resultados de la investigación. Por ejemplo, puedes colaborar con un fondo de mujeres para crear un fondo patrimonial que permita cerrar las brechas en el financiamiento que descubriste con la investigación.

5. Sector privado y nuevxs donantes

Objetivos propuestos: Incrementar su conocimiento del campo y alentar a la coherencia entre sus intereses filantrópicos y sus prácticas comerciales.

Ejemplos de posibles métodos de incidencia:

• Consigue que organizaciones aliadas y personas influentes (a algunas de ellas tal vez ya las consultaste en el proceso de investigación) eduquen a sus pares.
• Organiza reuniones con actores influyentes del sector privado para presentarles los resultados de la investigación.
• Convoca a tu propia reunión, invitando a actores del sector privado, para compartir los resultados y defender tu posición.

Asegúrate de adaptar las presentaciones, propuestas y aplicaciones a cada uno de los grupos a los que quieres llegar.

Volver al comienzo

Paso previo

8. Finalización y formato

¿Estás listx para comenzar la investigación?

Insistimos en recomendarte que consultes nuestra Planilla ¿Estoy listx? para evaluar cómo has ido avanzando.

Duración estimada

1-2 años, dependiendo de los objetivos de incidencia

Personas que se necesitan

• 1 persona (o más) de comunicación

Recursos necesarios

• Lista de espacios para hacer publicidad de la investigación
• Lista de los blogs y revistas en línea donde se pueden publicar artículos acerca de su hallazgo de la investigación
• Lista de asesores
• Sus productos de información WITM
• Ejemplo de plan para incidencia

Paso previo

8. Finalización y formato

Planilla «¿Estoy listx?»

Descargar el manual en PDF

“Mis sueños y objetivos siempre han sido los mismos que los de Lohana Berkins: que la cooperativa siga de pie y no cierre. Seguir dándole este lugar a nuestras compañeras travesti, darles trabajo y un lugar de apoyo”

Brisa Escobar,
presidenta de la Cooperativa