La Conférence de Monterrey sur le financement du développement a marqué le début des discussions sur les questions relatives au financement du développement.

• Le Consensus de Monterrey a été adopté lors de cette première conférence internationale sur le financement du développement. Il s’agissait de la première réunion au sommet organisée sous l’égide des Nations Unies à traiter des questions financières fondamentales et des problématiques connexes relatives au développement mondial.
• La conférence et  ses phases préparatoires furent le théâtre d’une coopération sans précédent entre les Nations Unies, la Banque mondiale (BM), le Fonds monétaire international (FMI) et l'Organisation mondiale du commerce (OMC),  montrant une partie des efforts entrepris pour promouvoir une cohérence et  une homogénéité plus importantes au sein des systèmes et institutions  monétaires, commerciaux et financiers internationaux.
• Lors de cette conférence, les débats sur le financement du développement ont, pour la première fois, impliqué les gouvernements, des représentant-e-s de la société civile et le secteur privé. Ces acteurs ont porté les discussions au-delà des aspects « techniques » pour traiter des modalités de mobilisation et de canalisation des ressources financières nécessaires à la mise en œuvre des objectifs de développement internationalement convenus auparavant lors des sommets et conférences des Nations Unies des années 1990. Parmi ces objectifs figurent notamment les objectifs du Millénaire pour le développement (OMD).
• Le Caucus des femmes a non seulement noté le caractère historique de cette conférence et déclaré que celle-ci  pouvait  permettre de relever les défis structurels qui continuaient à ralentir  le développement, mais il a aussi souligné les inquiétudes engendrées par les  conséquences de la militarisation croissante et de la montée des fondamentalismes à l’encontre des femmes, et ceci malgré le fait que le Consensus de Monterrey considérait que le système économique et financier mondial fonctionnait  au profit de toutes et tous.

Pour en savoir plus sur les six axes de Monterrey et sur les mécanismes de suivi de la conférence : Gender Issues and Concerns in Financing for Development (en anglais), par Maria Floro, Nilufer Çagatay, John Willoughby et Korkut Ertürk (INSTRAW, 2004). 

El financiamiento externo incluye donaciones y otras formas de financiamiento provenientes de fundaciones filantrópicas, gobiernos, donantes bilaterales, multilaterales y corporativos y de donantes individuales, ya sea que estos se encuentren radicados en tu país o en el exterior. Excluye aquellos recursos que las agrupaciones, organizaciones o movimientos generan de manera autónoma como, por ejemplo, cuotas de membresía, contribuciones voluntarias del personal, afiliadxs o adherentes, colectas comunitarias, alquiler de espacios propios o venta de servicios. Para consultar más referencias, en la propia encuesta se encuentran incluidas las definiciones de los distintos tipos de financiamiento y descripciones breves de distintos tipos de donantes.

This section highlights key resources recommended by AWID so you can conduct your own WITM research.

In this section

• People needed
• Potential expenses
• Estimated time
• Resources needed
• Resources available

People needed

• 1 or more person(s) to lead overall implementation of research methodology and ensure all key pieces are on track (Sections 2-11)
• 1 or more person(s) to conceptualize the key research objectives and guiding questions
• 1 or more person(s) to refine and conduct the research methodology, including collecting data
• 1 or more person(s) to conduct relevant qualitative and quantitative analysis of collected data
• 1 or more person(s) to document and package research findings for desired audience(s)
• 1 or more person(s) to serve as an editor to your final products
• 1 or more person(s) to conduct outreach to spread the word about your survey and advocacy using your research results

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Potential expenses

1. Staff and/or consultant salaries
2. Data analysis software if conducting analysis of large dataset in-house. Options:
   - SPSS
   - Stata
   - R (this is free)
3. Cost of producing publications and research products
4. If desired, incentive prize that survey participants can win if they complete the survey
5. If desired, incentives to offer your advisors

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Estimated time

• For research process: 6 to 18 months, depending on size of dataset(s) and staff capacity
• For advocacy: 1-2 years, as determined by your organizational goals

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Resources needed

• List of advisor organizations, donors and activists
• List of online spaces and events/networks to distribute your survey and present your survey results
• List of donors, activists, and women’s rights organizations to interview
• Prepared interview questions
• List of publication sources to use for desk research

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Resources available

• Sample 1 of Research Framing
• Sample 2 of Research Framing
• Example: 2011 WITM Global Survey
• Sample WITM Global Survey
• Sample letter to grantmakers requesting access to databases
• AWID Sample Interview Questions: Donors
• AWID Sample Interview Questions: Activists & Women’s Rights Organizations
• Sample Advocacy Plan

Online tools

• Survey Monkey: Free
• Survey Gizmo: Converts to SPSS for analysis very easily
• Tutorial: Gentle Introduction to Cleaning Data
• Visualization Tools
• “Ready to Go?” Worksheet

Once you gather these resources, you can estimate the costs for your research using our “Ready to Go? Worksheet”

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Previous step

Before you begin

Next step

2. Frame your research

Previous step

Before you begin

Next step

2. Frame your research

The Ready to Go? Worksheet helps you estimate resources, staff and budget needed for your research

Download the toolkit in PDF

The theme of the Fourth High-level Dialogue on Financing for Development, 23-24 March 2010: The Monterrey Consensus and Doha Declaration on Financing for Development: status of implementation and tasks ahead. It had four round tables on: the reform of the international monetary and financial systems; impact of the financial crisis on foreign direct investments; international trade and private flows; and the role of financial and technical development cooperation, including innovative sources of development finance, in leveraging the mobilization of domestic and international financial resources for development.

There was also the informal interactive dialogue involving various stakeholders that focused on the link between financing for development and achieving the Millennium Development Goals. 

Listen to the story here:

L’AWID est engagée en faveur de la justice linguistique, et nous regrettons que l’enquête WITM ne puisse, à l’heure actuelle, être accessible dans d’autres langues. Cependant, si vous avez besoin d’une aide à la traduction ou que vous souhaitez participer à l’enquête dans une autre langue, n’hésitez pas à nous contacter à l’adresse witm@awid.org.

Interviews produce in-depth information that you cannot easily obtain from surveys. While surveys focuses mainly on quantifiable data and closed questions, interviews allow for expert opinions from activists and donors, and open-ended questions which can provide context to survey data results.

In this section

• General tips
  1. Before conducting your interviews
  2. During the interviews
• Specialized interviews
  1. Donor interviews
  2. Women’s rights organizations and activists interviews
• Preliminary findings

General tips

1. Before conducting your interviews

Send the interviewees a concept note with your objectives for the interview and for your overall research, as well as a list of questions.

This allows them to prepare answers for more complicated questions and look up information that they may not have immediately on hand.

2. During the interviews

• You can conduct interviews while your survey is running, in order to save time.
• Try to keep your interviews as consistent as possible in order to facilitate systematic analysis of results. This means asking the same questions. Coding identical responses to each question will allow you to uncover hidden trends.
• The interviews can also be used to flesh out some of the survey findings

Do not base your questions on assumptions about your interviewees’ knowledge.
Instead, first clarify what they know – this will reveal information as well.

• DON’T: “Given the current funding trends in Switzerland, do you know of any opportunities for collaboration? This question assumes that the interviewee knows current funding trends and that their understanding of funding trends matches yours.
• DO: First ask “What is your understanding of current funding trends in Switzerland?”, followed by “Do you know of any opportunities for collaboration?” This will reveal what their understanding is, giving you even more information than the first question.

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Specialized interviews

1. Donor interviews

Interviews with donors will allow you to build deeper relationships with them, which will be useful when you conduct post-research advocacy. They will also provide you with deeper insight into funders’ decision-making processes.

Suggested topics of focus for donor interviews:

• What are their funding priorities? Why and how did they select those priorities? For example, why do they choose project-funding over core support or vice versa?
• What are annual amounts allocated to the advancement of women’s human rights? This will strengthen overall reliability of data collected.
• Have they noticed any funding trends, and what do they believe are the origins and politics behind these trends?
• What is their theory of social change and how does that impact their relationships with women’s rights organizations?

View samples of donor interviews

2. Women’s rights organizations and activists interviews

Interviews with women’s rights organizations and activists will provide you with insight into their on-the-ground realities. Again, these interviews will allow you to build deeper relationships that can be incorporated into your advocacy, particularly to encourage collaboration between donors and activists.

Suggested topics of focus for women’s rights organizations and activist interviews:

• Long-term funding priority trends noted by women’s organizations and their impact.
• Successful examples of feminist and collaborative resource mobilization strategies that build strong and complementary movements.
• “Making the case” for why it is important to support women’s organizations and organizing.
• How different actors understand the social change process and their role in advancing/achieving gender equality and women’s rights.

View samples of women’s organizations and activists interviews

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Preliminary findings

Through the course of your WITM research, we recommend analyzing your preliminary findings. Presenting your preliminary findings opens up opportunities to conduct more interviews and get feedback on your research process and initial results. This feedback can be incorporated into your final research.

AWID conducts “WITM convenings” to share preliminary results of survey data and interviews. These gatherings allow participants (activists, women’s rights organizations, and donors) to debate and discuss the results, clarifying the context, creating more ownership amongst members of the movement, and providing more input for final research.

For example, the Resource Mobilization Hub for Indigenous Women’s Rights at the World Summit on Indigenous Philanthropy was used as a space to debut preliminary results.

See the presentation given at the RMH

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Previous step

4. Collect and analyze your data

Next step

6. Conduct desk research

Estimated time:

• 1.5 - 3 months

People needed:

• 1 or more research person(s)

Resources needed:

• List of donors and women’s rights organizations and activists to interview
• Prepared interview questions
• Concept Note (You can use the research framing you created in the “Frame your research” section)

Resources available:

• AWID Sample Interview Questions: Donors
• AWID Sample Interview Questions: Activists & Women’s Rights Organizations

Previous step

4. Collect and analyze your data

Next step

6. Conduct desk research

Ready to Go? Worksheet

Download the toolkit in PDF

Difusión del Borrador Cero del Documento Final

• El Borrador Cero del documento (con fecha 16 de marzo), preparado por los facilitadores, fue difundido para su discusión durante la segunda sesión redactora a realizarse del 13 al 17 de abril de 2015.
• Durante la sesión de apertura, el WWG pidió que se incorporara al Borrador Cero la asignación de recursos específicamente para la igualdad de género y el empoderamiento de las mujeres, tal como lo estipulan el Consenso de Monterrey y la Declaración de Doha.

The estimated time to complete the survey is 30 minutes.

¡Gracias por haber sido parte del Foro AWID 2016!

AWID agradece enormemente a todxs ustedes que han compartido con nosotrxs estos últimos cuatro días de aprendizaje, celebraciones, ideaciones, sueños y la construcción conjunta de nuestros futuros feministas en el Foro AWID 2016.

Nos sentimos muy inspiradxs, maravilladxs y llenxs de energía con todo el trabajo colectivo que hemos hecho para crear nuestros diversos futuros feministas.

Para más imagen, blogues y recursos:

Visite el sitio del Foro

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Le processus de l’Organisation des Nations Unies (ONU) sur le financement du développement (FdD) vise à traiter  différentes formes de financement du développement et de coopération pour le développement. Selon le Consensus de Monterrey, ce processus comporte six axes clés :

• La mobilisation des ressources financières nationales au service du développement.
• La mobilisation des ressources internationales au service du développement : investissements étrangers directs et autres flux financiers privés.
• Le commerce international, comme moteur  du développement.
• L’accroissement de la coopération financière et technique internationale pour le développement.
• La dette extérieure.
• L’examen des questions systémiques : amélioration de la cohérence et de la constance des systèmes monétaires, financiers et commerciaux internationaux en faveur du développement.