In this phase, it is recommended to gather information regarding the situation of women and men in a particular area. This means looking for sex-disaggregated data and gender statistics, and checking for the existence of studies, programmes or project reports and/or evaluations from previous periods.

Examples of gender and research statistics

The 2020 gender report published by Elsevier (The researcher journey through a gender lens: An examination of research participation, career pro- gression and perceptions across the globe) analyses the gender gap in research participation and research productivity, and in careers and mobility, mainly based on data from Scopus. It provides important insights into gender disparities in R & I based on robust data.

Examples of studies, research and reports

Examples of gender analysis

An example of gender impact assessment

Examples of stakeholders that can be consulted


In this phase, it is useful to analyse budgets from a gender perspective. Gender budgeting is used to identify how budget allocations contribute to promoting gender equality. Gender budgeting brings visibility to how much public money is spent on women and men, respectively. Gender budgeting ensures that public funds are fairly distributed between women and men. It also contributes to accountability and transparency about how public funds are being spent.

Example of gender budgeting in research

Examples of indicators for monitoring gender and research

Examples of gender and research funding

Examples of diversity/intersectionality


In the implementation phase of a policy or programme, ensure that all those involved are sufficiently aware about the relevant gender objectives and plans. If not, set up briefings and capacity- building initiatives according to staff needs. Think about researchers, proposal evaluators, monitoring and evaluation experts, scientific officers, programme committee members, etc.

Example of capacity-building initiatives on gender and research

Example of gender language in research

The use of language and concepts can determine the direction of scientific practice, the questions asked, the results obtained and the interpretations of those results.

Examples of measures against gender-based violence and sexual harassment

Examples of dealing with COVID-19


A policy cycle or programme should be checked both by monitoring and – at the end – evaluating its implementation. Monitoring ongoing work allows those involved to follow up progress and remedy unforeseen difficulties.

This process should take into account the indicators set out in the planning phase and data collection based on those indicators. At the end of a policy cycle or programme, a gender-sensitive evaluation should take place. Make your evaluation publicly accessible and strategically disseminate its results to promote its learning potential.

Examples of monitoring and evaluating gender in research

Examples of national legal and policy frameworks for gender mainstreaming in research

The following section describes legal and policy frameworks promoting gender equality in R & I in selected EU Member States and Switzerland. These countries represent strong legal and policy frameworks and therefore show a high commitment towards promoting gender equality in R & I but have slightly different approaches. Other Member States, like France, Austria, Sweden and Finland have strong legal and policy frameworks in place but have not been included in this chapter. The EIGE GEAR tool provides detailed descriptions of national legal and policy frameworks on gender equality in R & I for each Member State.