自2019年年末在印尼發生的一連串事件中，我們觀察到了當地軍事緊張與對同志權益的反彈跡象，AWID希望多元的與會者能在論壇齊聚一堂，但這讓我們自問是否能為與會者維持合理安全和讓人感到被歡迎的環境。

經過仔細商討後，AWID董事會在2019年11月決定將第十四屆AWID國際論壇的舉辦地點由峇里島改至台北。

台北擁有穩健的勤務服務能力，對旅客友善（針對國際論壇參與者提供便利的電子簽證流程）。

更多資訊請見以下 ：

• 2019年12月10日發佈的論壇地點變更的公告全文 (In English)
• 選擇台北作為第十四屆AWID論壇舉辦地點的緣由詳情

After assessing your organization’s capacity and research goals, you may choose to conduct a survey as one of the methods of data collection for your research analysis.

In this section:

• Why conduct a survey?
• Identify your survey population
  1. Online survey
  2. Paper survey
• Create your questions
  1. Short and clear questions
  2. Simple and universal language
  3. "Closed" and "open" questions
  4. Logical organization
  5. Less than 20 mins
  6. Simple and exciting
• Test and translate
  1. Your advisors
  2. Draft and test
  3. Translation
• Target the right population
  1. Sample size
  2. Degree of participation
  3. Database and contact list

Why conduct a survey?

A survey is an excellent way to gather information on individual organizations to capture trends at a collective level.

For example, one organization’s budget size does not tell you much about a trend in women’s rights funding, but if you know the budgets of 1,000 women’s rights organizations or even 100, you can start to form a picture of the collective state of women’s rights funding.

As you develop your survey questions, keep in mind the research framing that you developed in the previous section.

Remember: Your framing helps you determine what information you are trying to procure through your survey. The data collected from this survey should allow you to accomplish your goals, answer your key questions, and create your final products.

See examples of survey questions in AWID’s Sample WITM Global Survey

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Identify your survey population

This is an important step – the clearer you are about which populations you want to survey, the more refined your questions will be. 

Depending on your research goals, you may want to create separate surveys for women’s rights organizations, women’s funds and donors. Or you may want to focus your survey on women’s groups and collect interviews for women’s funds and donors, as a survey for each population can be resource-intensive.

The questions you ask women’s groups may be different than ones you would ask women’s funds. If you plan on surveying more than one population, we encourage you to tailor your data collection to each population.

At the same time, some key questions for each population can and should overlap in order to draw comparative analysis from the answers.

Online survey

If you can reach your survey population online, it is useful and efficient to create an online survey.

We recommend two online tools, both which offer free versions:

• Survey Monkey
• Survey Gizmo

Survey Gizmo allows you to convert your data for SPSS, a statistical software useful for advanced data analysis

Your data analyst person(s) will be the best person(s) to determine which tool is best for your survey based on staff capacity and analysis plans.

For accessibility, consider making a PDF form version of your survey that you can attach via email. This ensures organizations that have sporadic internet connections or those that pay for it by the minute can download the survey and complete it without requiring a constant online connection.

Paper survey

You may decide that an online approach is not sufficiently accessible or inclusive enough for your popuation.

In this case, you will need to create a paper survey and methods to reach offline populations (through popular events or through post, with pre-stamped envelopes for returning).

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Create your questions

Make it easy for participants to complete your survey.

1. Short and clear questions

If the questions are confusing or require complex answers, you risk having participants leave the survey unfinished or providing answers that are unusable for your analysis.

Ensure your questions only ask for one item of information at a time.

For example:

• What is your organization’s budget this year?
  Easy to answer: participant can easily locate this information for their organization, and it is only asking for one item of information.
• What percentage of your budget have you identified as likely sources for funding for your organization, but are still unconfirmed? 
  Confusing and difficult to answer: are you asking for a list of unconfirmed funding sources or percentage of funding that is likely but unconfirmed?
  This information is difficult to obtain: the respondent will have to calculate percentages, which they may not have on hand. This increases the risk that they will not complete the survey.

2. Simple and universal language

Many words and acronyms that are familiar to you may be unknown to survey participants, such as “resource mobilization”, “WHRD”, and “M&E”, so be sure to choose more universal language to express your questions.

If you must use industry lingo – phrases and words common to your colleagues but not widely known – then providing a definition will make your survey questions easier to understand.

Be sure to spell out any acronyms you use. For example, if you use WHRD, spell it out as “Women’s Human Rights Defenders".

3. "Closed” and "Open" questions

Closed questions:

Only one response is possible (such as “yes,” “no” or a number). Survey participants cannot answer in their own words and they typically have to choose from predetermined categories that you created or enter in a specific number. Responses to closed questions are easier to measure collectively and are often quantitative.

Example of a closed question: What is your organization’s budget?

Open-ended questions:

These are qualitative questions that are often descriptive. Respondents answer these questions entirely in their own words. These are more suitable for interviews than surveys.

They are harder to analyze at a collective level as compared to closed-end questions, especially if your survey sample is large. However, by making open-ended questions very specific, you will make it easier to analyze the responses.

Whenever possible, design your survey questions so that participants must select from a list of options instead of offering open-ended questions. This will save a lot of data cleaning and analysis time.

Example of open-ended question: What specific challenges did you face in fundraising this year?

Familiarize yourself with different types of questions

There are several ways to ask closed-ended questions. Here are some examples you can review and determine what fits best for the type of data you want to collect:

• Multiple choice questions: the participant can select one or several options you pre-entered
• Rating scales: the participant gives a note on a scale you pre-determine.
  For this type of questions, make sure to clearly state what the bottom and the top of your scale mean
• Ranking: the participant will choose and organize a certain number of answers you pre-determine.

View more question types

4. Logical organization

If you plan to conduct this research at regular intervals (such as every two years), we recommend developing a baseline survey that you can repeat in order to track trends over time.

Set 1: Screening questions

Screening questions will determine the participant’s eligibility for the survey.

The online survey options we provided allow you to end the survey if respondents do not meet your eligibility criteria. Instead of completing the survey, they will be directed to a page that thanks them for their interest but explains that this survey is intended for a different type of respondent.

For example, you only want women’s rights groups in a given location to take this survey. The screening questions can determine the location of the participant and prevent respondents from other locations from continuing the survey.

Set 2: Standardized, basic demographic questions

These questions would collect data specific to the respondent, such as name and location of organization. These may overlap with your screening questions.

If resources permit, you can store these answers on a database and only ask these questions the first year an organization participates in your survey.

This way when the survey is repeated in future years, it is faster for organizations to complete the entire survey, increasing chances of completion.

Set 3: Standardized and mandatory funding questions

These questions will allow you to track income and funding sustainability. Conducted every year or every other year, this allows you to capture trends across time.

Set 4: Special issues questions

These questions account for current context. They can refer to a changing political or economic climate. They can be non-mandatory funding questions, such as attitudes towards fundraising.

For example, AWID’s 2011 WITM Global Survey asked questions on the new “women & girls” investment trend from the private sector.

5. Less than 20 mins

The shorter, the better: your survey shouldn’t exceed 20 minutes to ensure completion and respect respondents’ time.

It is natural to get excited and carried away by all the types of questions that could be asked and all the information that could be obtained. However, long surveys will lead to fatigue and abandonment from participants or loss of connection between participants and your organization.

Every additional question in your survey will add to your analytical burden once the survey is complete.

6. Simple and exciting

• Let participants know the estimated time to complete the survey before they begin
• Specify what information they will need to complete it so they have it on hand (for example, if you are asking for financial data, say it at the outset so they can prepare)
• Request information that organizations can easily access and provide – for example, requesting financial information from 20 years ago may be difficult (or impossible) for organizations to provide.
• Create an incentive to convince your survey population to complete the survey, such as a prize raffle. For example, AWID held a raffle draw for a round-trip flight to the AWID Forum as a prize for completing our 2011 WITM Global Survey.

General tips

• Ask for exact budgets instead of offering a range (in our experience, specific amounts are more useful in analysis).
• Specify currency! If necessary, ask everyone to convert their answers to the same currency or ask survey takers to clearly state the currency they are using in their financial answers.
• Ensure you collect enough demographic information on each organization to contextualize results and draw out nuanced trends.
  For example, if you are analyzing WITM for a particular country, it will be useful to know what region each organization is from or at what level (rural, urban, national, local) they work in order to capture important trends such as the availability of greater funding for urban groups or specific issues.

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Test and translate

1. Your advisors

Involving your partners from the start will allow you to build deeper relationships and ensure more inclusive, higher quality research.

They will provide feedback on your draft survey, pilot test the survey, and review your draft research analysis drawn from your survey results and other data collection.

These advisors will also publicize the survey to their audiences once it is ready for release. If you plan on having the survey in multiple languages, ensure you have partners who use those languages.

If you decide to do both survey and interviews for your data collection, your advisor-partners on your survey design can also double as interviewees for your interview data collection process.

2. Draft and test

After your survey draft is complete, test it with your partners before opening it up to your respondents. This will allow you to catch and adjust any technical glitches or confusing questions in the survey.

It will also give you a realistic idea of the time it takes to take the survey.

3. Translation

Once the survey is finalized and tested in your native language, it can be translated.

Be sure to test the translated versions of your survey as well. At least some of your pilot testers should be native speakers of the translated languages to ensure clarity.

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Target the right population

1. Sample size

Your survey sample size is the number of participants that complete your survey.

Your survey sample should reflect the qualities of the larger population you intend to analyze.

For example: you would like to analyze the millions of women’s rights groups in Valyria but you lack the time and resources to survey every single one.
Instead, you can survey only 500 of the Valyrian women’s rights groups – a sample size - to represent the qualities of all the women’s groups in the region.

Recommended sample size

• 100 survey participants or less tend to be unreliable
• 250 to 400 will yield results of reasonable accuracy
• over 400 are fully adequate and will also allow accurate analysis of subgroups (for example, age groups).

Although it is not necessary to determine your exact sample size before you launch your survey, having a size in mind will allow you to determine when you have reached enough participants or whether you should extend the dates that the survey is available, in case you feel that you have not reached enough people.

2. Degree of participation

Even more important than size of a sample is the degree to which all members of the target population are able to participate in a survey.

If large or important segments of the population are systematically excluded (whether due to language, accessibility, timing, database problems, internet access or another factor) it becomes impossible to accurately assess the statistical reliability of the survey data.

In our example: you need to ensure all women’s groups in Valyria had the opportunity to participate in the survey.

If a segment of women’s groups in Valyria do not use internet, and you only pull participants for your sample through online methods, then you are missing an important segment when you have your final sample, thus it is not representative of all women’s groups in Valyria.

You cannot accurately draw conclusions on your data if segments of the population are missing in your sample size; and ensuring a representative sample allows you to avoid this mistake.

3. Database and contact list

To gain an idea of what the makeup of women’s groups for your area of research (region, population, issue, etc) looks like, it may be useful to look at databases.

• Some countries may have databases of all registered nonprofits, which will allow you to know your full population.
• If databases are not available or useful, you can generate your own list of groups in your area of research. Start with networks and coalitions, ask them to refer you to additional groups not in the membership lists.

By understanding the overall makeup of women’s groups that you plan to target, you can have an idea of what you want your sample to look like - it should be like a mini-version of the larger population.

After participants have taken your survey, you can then gauge if the resulting population you reached (your sample size) matches the makeup of the larger population. If it doesn’t match, you may then decide to do outreach to segments you believe are missing or extend the window period that your survey is open.

Do not be paralyzed if you are unsure of how representative your sample size is – do your best to spread your survey as far and wide as possible.

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Previous step

2. Frame your research

Next step

4. Collect and analyze your data

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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 Monkey or Survey Gizmo

• Sample of WITM Global Survey

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Previous step

2. Frame your research

Next step

4. Collect and analyze your data

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Ready to Go? Worksheet

Download the toolkit in PDF

Agradecimientos

AWID agradece a las numerosas personas cuyos análisis, ideas y contribuciones han dado forma a la investigación y las acciones de promoción de "¿Dónde está el dinero para las organizaciones feministas?" a lo largo de los años.

Ante todo, vaya nuestro agradecimiento más profundo a lxs afiliadxs y activistas de AWID que participaron en las consultas de ¿Dónde está el dinero? y ensayaron esta encuesta con nosotrxs, y que compartieron su tiempo, sus análisis y el corazón con tanta generosidad.

Expresamos nuestra gratitud a los movimientos, aliados y fondos feministas, entre otros, a Black Feminist Fund, Pacific Feminist Fund, ASTRAEA Lesbian Foundation for Justice, FRIDA Young Feminist Fund, Purposeful, Kosovo Women’s Network, Human Rights Funders Network, Dalan Fund y PROSPERA por su rigurosa investigación sobre el estado de la dotación de recursos, sus agudos análisis y promoción sostenida para más y mejor financiamiento y poder para las organizaciones feministas y por la justicia de género en todos los contextos.

Súmate a la comunidad mundial de feministas que se expresa con contundencia acerca del estado de la dotación de recursos, y demanda más y mejor financiamiento y poder para los feminismos de todo el mundo.

Nous Sommes la Solution élève et développe le leadership des femmes rurales travaillant à des solutions africaines pour la souveraineté alimentaire.

Ya tienes el producto final y completo de la investigación organizado y editado. Ahora querrás facilitar la difusión de los resultados y para ello necesitarás que sean visualmente accesibles e interesantes.

En esta sección

• Prepara el informe extenso para la difusión pública
  1. Piensa tal como lo hace tu público
  2. Trabaja con profesionales del diseño
  3. Asegura la consistencia de los productos
• Controla la calidad de las traducciones

Prepara el informe para la difusión pública

Considera la posibilidad de elaborar productos más breves además del informe extenso.

Como dijéramos en «Sintetiza los resultados de la investigación», AWID muchas veces prepara productos más breves a partir del informe de investigación completo. Esto permite difundirlo más y mejor entre audiencias específicas de importancia clave.

Siempre ten presente cuál es la población a la que te diriges: ¿quién va a leer tu informe?

Ejemplos de productos breves derivados de un informe más extenso:

• Infografías
• Galería en línea
• Una secuencia animada que presente los argumentos

1. Piensa tal como lo hace tu público

Todo el tiempo nos bombardean con información. Para conservar el interés de la audiencia, el producto deberá tener un atractivo visual. Una vez más, saber qué quieres lograr y a quién esperas llegar, permitirá que quien se encargue del diseño pueda crear productos para audiencias específicas.

Un informe escrito de muchas páginas en PDF tal vez te parezca la única forma posible de presentar la investigación, pero a mucha gente le puede resultar abrumador — sobre todo en Internet.

Si quieres compartir el producto con una comunidad en línea, piensa en crear memes e infografías para usar en las redes sociales, blogs y plataformas virtuales.

Para decidir si vas a crear o no productos más breves, piensa si podrás dividir los resultados en varios productos más breves para compartirlos con poblaciones específicas o en distintos momentos del año, reavivando así el interés por el producto.

2. Trabaja con profesionales del diseño

Si cuentas con un tiempo limitado y el presupuesto te lo permite, te recomendamos contratar a profesionales del diseño.

Por razones económicas puedes sentir la tentación de pedirle al personal de tu organización que le dé formato al informe. Pero un diseño gráfico profesional puede marcar una gran diferencia en el aspecto del producto final y por lo tanto en el impacto que podrá alcanzar.

Las personas que se encarguen del diseño (ya sean de tu organización o contratadxs) deben ser capaces de:

• Acercarte muestras de trabajos suyos previos que sean similares a lo que estás buscando.
• Brindarte consejos claros acerca de cómo presentar la investigación a partir de los contenidos que les aportes y del público al que te diriges.
• Sugerir materiales adicionales o diferentes para presentar el producto.

¿Qué necesitarás aportarles a quienes se encarguen del diseño?

• Una idea general de lo que te gustaría destacar del informe extenso utilizando herramientas visuales y gráficos (cuáles son los elementos más importantes sobre los que quieres informar, por ejemplo, los resultados principales) y algunas ideas acerca de qué clase de productos más breves quisieras producir (por ejemplo, un folleto, una infografía, una serie de memes virales). Si puedes, muéstrale a las personas encargadas del diseño ejemplos de documentos similares elaborados por otras organizaciones.
• Tu presupuesto y cronograma.
• Las pautas visuales de la organización, si es que las tienes (logo, colores y tipos de letra oficiales, etc.)
• Algunas fotos de uso libre o acceso a tu banco de fotos si lo tienes.
• Las principales herramientas visuales que deben ser incluidas: gráficos, tablas y otras figuras tomadas de la investigación.

Recuerda que estarás trabajando con profesionales del diseño, que no necesariamente conocen las temáticas de las mujeres ni tampoco los resultados de la investigación, sobre todo si son personas contratadas y que no forman parte de tu organización.

Comunícales qué elementos del informe son importantes para ti y cuál es tu audiencia. Ellxs te sugerirán formas de destacar esos elementos y de hacer que todo el producto resulte atractivo a lxs usuarixs.

3. Asegura la consistencia de los productos

Cuando hayas creado un conjunto de productos informativos más breves, no olvides vincularlos entre sí:

• Una versión breve del informe centrada solo en los resultados finales y las recomendaciones deberá incluir un vínculo al informe completo, en su versión final.
• Una infografía visualmente atractiva que comunique un mensaje acerca de la situación del financiamiento de acuerdo a la temática que investigaste tendrá que incluir un vínculo a tu sitio de Internet y a la correspondiente sección en el informe completo. También deberá incluir una invitación a compartir la infografía en las redes sociales.
• Una breve secuencia animada que utilice la información, los resultados y recomendaciones del informe deberá incluir un vínculo al sitio de tu organización en Internet y a sus redes sociales
• Una serie de memes virales que se puedan difundir por Internet deberá incluir un vínculo al informe, a las infografías, a la versión breve del informe, etc.

También es importante que el personal que hizo la investigación se involucre en este estadio del proceso, para garantizar que todos los productos derivados sean consistentes con los resultados de la investigación.

Volver al comienzo

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Controla la calidad de las traducciones

Una vez que hayas completado el diseño y la presentación del informe de investigación en su versión final, asegúrate de volver a enviar a traducir cualquier modificación que se haya producido en la terminología o el contenido.

Si además creaste productos breves, una vez que estén diseñados y listos para ser difundidos también necesitarás contar con copias en los idiomas a los que se tradujo el informe. Las traducciones deben ser lo suficientemente claras como para que quien se encarga del diseño pueda elaborar los productos aun si no habla el idioma en que están escritos.

Una vez completadas las traducciones, asegúrate de que una persona que sea hablante nativa del/los idioma/s que corresponda/n las revise, antes de difundirlas.

Volver al comienzo

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Paso previo

7. Sintetiza los resultados de la investigación

Paso siguiente

9. Haz incidencia y cuéntale al mundo

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Duración estimada

• 2 - 3 meses

Personas que se necesitan

• 1 persona (o más) de investigación
• 1 Editor (editor web o si crea un producto en línea)
• Personal o empresa de diseño
• Traductores, de ofrecer encuesta en varios idiomas

Recursos necesarios

• Lista de los espacios en línea para la difusión

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Paso previo

7. Sintetiza los resultados de la investigación

Paso siguiente

9. Haz incidencia y cuéntale al mundo

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Planilla «¿Estoy listx?»

Descargar el manual en PDF

Absolutamente; deseamos saber de ustedes y su experiencia con la obtención de recursos.

A workplace does not have to operate on competition and profit. It does not have to exploit people for the benefit of the owner and a small elite either.

Instead, communities on the margins of formal economies are building cooperative models based on autonomy, cooperation, shared responsibility, self-management and solidarity.

Worker-controlled cooperatives and workplaces have always offered alternative ways of generating employment opportunities, income, social security and savings - while distributing revenues in more communal, sustainable and safer ways.

But it is more than an employment opportunity: it is the making of dreams into a reality, and the building of feminist economies based on solidarity and care for each other. It is about creating a world where our lives, our labor and our communities matter.

This is the story of the Nadia Echazú Textile Cooperative, the first social enterprise managed by and for travesti and trans people in Argentina.

En tant que féministes luttant pour la justice de genre, la paix, la justice économique, sociale et environnementale, nous savons qu'il n'existe pas de recette miracle, mais plutôt un éventail de possibilités qui peuvent faire changer les choses, et qui les font changer.

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Cet éventail d’options est aussi diversifié que nos mouvements et les communautés dans lesquelles nous vivons et nous luttons.

Avant de vous présenter quelques-unes de ces propositions féministes pour un autre monde, voici les principes qui encadrent nos propositions :

1. Un développement autodéterminé, du local au global

Nous croyons qu'il ne doit pas y avoir un seul modèle pour tous, et que chacun-e doit avoir le droit de revendiquer et de contribuer à la construction d'un autre monde possible, comme le formule le slogan du Forum social mondial.

Cela inclut le droit de participer à la gouvernance démocratique et d'influer sur son avenir, politiquement, économiquement, socialement et culturellement.

L'autodétermination économique permet aux peuples de prendre le contrôle de leurs ressources naturelles et d'utiliser ces ressources pour atteindre leurs propres objectifs ou pour un usage collectif. En outre, le pouvoir d’agir des femmes dans la sphère économique est fondamental pour atténuer le caractère souvent cyclique de la pauvreté, le déni de l'éducation, de la sécurité et de la sûreté.

2. Les droits, l'égalité réelle et la justice au cœur de l'économie

Le principe de l'égalité réelle est énoncé dans la Convention sur l'élimination de toutes les formes de discrimination à l'égard des femmes (CEDAW) et d'autres instruments internationaux relatifs aux droits humains. Ce principe est fondamental pour le développement et la transformation vers une économie juste, car il affirme que tous les êtres humains naissent libres et égaux.

La non-discrimination fait partie intégrante du principe d'égalité, qui veille à ce que personne ne soit privé de ses droits en raison de facteurs tels que la race, le sexe, la langue, la religion, l'orientation sexuelle, l'identité sexuelle, une opinion politique ou autre, l’origine nationale ou sociale, la fortune ou la naissance.

La dignité inhérente à toute personne sans distinction doit être maintenue et respectée. Alors que les États doivent veiller à l'utilisation d’un maximum de ressources disponibles pour la réalisation des droits humains, le fait d’exiger ces droits et la dignité est un enjeu clé pour la lutte de la société civile et la mobilisation populaire.

3. Une redistribution juste pour tous et toutes, sans monopolisation ou accaparement (le principe d’anti-avidité)

Ce principe, mis en œuvre par les efforts coordonnés visant à transformer les institutions injustes, soutient le rétablissement de l’équilibre entre la « participation » (entrées) et la « distribution » (sorties), lorsque celui-ci est rompu.

Il permet de poser des limites à l'accumulation monopolistique de capital et d'autres abus liés à la propriété. Ce concept est fondé sur un modèle économique qui repose sur l'équité et la justice.

4. La solidarité féministe et inter-mouvements est fondamentale

Pour changer les choses, nous avons besoin de réseaux féministes solides et diversifiés. Nous avons besoin de mouvements qui renforcent la solidarité du niveau personnel au niveau politique, du niveau local au niveau global, et inversement.
 
Construire le pouvoir collectif grâce aux mouvements permet de convertir la lutte pour les droits humains, l'égalité et la justice en une force politique pour le changement qui ne peut être ignorée.

 « Seuls les mouvements sont en mesure de créer des changements durables à des niveaux que la politique et les lois seules ne permettraient pas d’atteindre. »

 

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Pour en savoir plus sur ce sujet, consulter S. Batliwala, 2012 Changer leur monde. Mouvements féministes, concepts et pratiques.

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Voir également

Le projet

5 menaces principales

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Nos partenaires

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Le financement extérieur inclut les subventions et autres formes de financement de la part de fondations philanthropiques, de gouvernements, de financeurs bilatéraux, multilatéraux ou d’entreprise et de donateur·rices individuel·les, qu’elles et ils soient de votre pays ou de l’étranger. Il exclut les ressources que les groupes, organisations et/ou mouvements génèrent de manière autonome (ressource en anglais), telles que les cotisations d’adhésion, contributions volontaires du personnel, de membres et/ou de soutiens, les collectes de fonds communautaires, les locations de salles et ventes de services. Les définitions des différents types de financement, ainsi que de courtes descriptions des différents bailleurs de fonds, sont incluses dans l’enquête pour une meilleure compréhension.

1 de cada 3 personas trans y travesti en Argentina vive en un hogar de bajos ingresos.

Context

The current global economic crisis provides stark evidence that the economic policies of the last 3 decades have not been working.

The devastation that the crisis has wrought on the most vulnerable households in the Global North and Global South is a reminder that the formulation of economic policy and the realization of human rights (economic, social, political, civil and cultural) have for too long been divorced from one another. Economic policy and human rights do not have to be opposing forces, but can exist symbiotically.

Macroeconomic policies affect the operation of the economy as a whole, shaping the availability and distribution of resources. Within this context, fiscal and monetary policies are key.

Definition

• Fiscal policy refers to both public revenue and public expenditure, and the relationships between them as expressed in the government budget.
• Monetary policy includes policies on interest and exchange rates and the money supply, as well as the regulation of the financial sector.
• Macroeconomic policies are implemented using instruments such as taxation, government spending, and control over the supply of money and credit.

These policies affect key prices such as interest and exchange rates that directly influence, among other things, the level of employment, access to affordable credit, and the housing market.

Applying a human rights framework to macroeconomic policy allows States to better comply with their obligation to respect, protect, and fulfill economic and social rights. Human rights are internationally agreed-upon universal standards. These legal norms are articulated in United Nations treaties including, the Universal Declaration of Human Rights (UDHR), the International Covenant on Civil and Political Rights (ICCPR), and the International Covenant on Economic, Social and Cultural Rights (ICESCR).

Article 1 of the UDHR states that, “All human beings are born free and equal in dignity and rights.”

Although the UDHR was written about six decades ago its relevance is enduring. Many of the ideas address concerns and critical issues that people continue to face globally. Issues regarding inhuman punishment (Art. 5), discrimination (Art. 7), property ownership (Art. 17), equal pay for equal work (Art. 23/2), and access to education (Art. 26/1) are pertinent matters in countries South and North of the equator.

More specifically, States have an obligation under international law to respect, protect and fulfill human rights, including the economic and social rights of people within their jurisdiction. This is particularly relevant now given the financial crisis. In the U.S., regulation is skewed in favor of certain interests. The failure to extend government’s supervisory role in the context of social and economic change is a failure with regard to the obligation to protect human rights.

Feminist perspective

States should abide by key human rights principles to achieve economic and social rights. Some of the principles have potentially important implications for governance of financial institutions and markets, yet these possibilities have been underexplored.

Economic and social rights have a concrete institutional and legal grounding. Global declarations, international treaties, covenants, and, in a number of cases, national constitutions have incorporated aspects of the economic and social rights framework—providing an institutional infrastructure in national and international law.

Some have suggested that a consideration of global justice may not be a useful pursuit because of the institutional complexities involved. However, this does not get around that fact that global institutions already have an impact on social justice, both positive and negative.

It is useful to tease out the implications that elements of alternative frameworks have for economic governance, specifically those supported by existing institutions. Economic and social rights represent one such concrete framework. The framework is an evolving one, and ongoing discussion and deliberation is necessary to address underdeveloped areas and potential deficiencies.

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Learn more about this proposition

• How to Apply a Human Rights Framework to Macroeconomic Strategies by Center for Women’s Global Leadership (CWGL)

This section is based on CWGL’s blog “Applying a Human Rights Framework to Macroeconomic Policies” (2012).