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

Да, в конце опроса мы попросим вас поделиться более подробной информацией по важным для вас аспектам, ответив на открытые вопросы.

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

Os dados serão processados para fins estatísticos para esclarecer o estado de financiamento dos movimentos feministas globalmente e serão divulgados apenas em forma agregada. A AWID não divulgará informações sobre uma organização específica ou informações que permitam identificar uma organização através da respetiva localização ou características sem o respetivo consentimento comprovado.

One of the founding leaders of the cooperative was Lohana Berkins, an activist, defender and promoter of transgender identity. Lohana played a crucial role in the struggle for the rights of trans and travesti people. 

This brought about, among many other things, the passing of the Gender Identity Law. It is one of the most progressive legislations in the world, guaranteeing fundamental rights to trans and travesti people. Now, people can change their names and genders only with an affidavit, and have access to comprehensive healthcare without judicial or medical intervention/approval (Outright International, 2012).

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

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

Paso previo

7. Sintetiza los resultados de la investigación

Paso siguiente

9. Haz incidencia y cuéntale al mundo

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

Paso previo

7. Sintetiza los resultados de la investigación

Paso siguiente

9. Haz incidencia y cuéntale al mundo

Planilla «¿Estoy listx?»

Descargar el manual en PDF

إن رغبتم/ن في سحب استطلاعكم/ن ومحيه لأي سبب كان، لديكم/ن الحق الكامل بالقيام بذلك. الرجاء التواصل معنا عن طريق هذا النموذج وكتابة "استطلاع المال" في عنوان رسالتكم/ن وسنقوم بسحب ومحي أجوبتكم/ن.

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.

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. »

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

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Если у вас есть какие-либо вопросы или сомнения, пожалуйста, свяжитесь с нами через форму здесь, указав «Опрос «Где деньги?» (WITM Survey) в качестве заголовка вашего сообщения. или напишите нам по адресу witm@awid.org