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  • Gender mainstreaming
    • What is Gender mainstreaming
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    • Toolkits
      • Gender Equality Training
        • Back to toolkit page
        • What is Gender Equality Training
        • Why invest in Gender Equality Training
        • Who should use Gender Equality Training
        • Step-by-step guide to Gender Equality Training
            • 1. Assess the needs
            • 2. Integrate initiatives to broader strategy
            • 3. Ensure sufficient resources
            • 4. Write good terms of reference
            • 5. Select a trainer
            • 6. Engage in the needs assessment
            • 7. Actively participate in the initiative
            • 8. Invite others to join in
            • 9. Monitoring framework and procedures
            • 10. Set up an evaluation framework
            • 11. Assess long-term impacts
            • 12. Give space and support others
        • Designing effective Gender Equality Training
        • Gender Equality Training in the EU
        • Good Practices on Gender Equality Training
        • More resources on Gender Equality Training
        • More on EIGE's work on Gender Equality Training
      • Gender Impact Assessment
        • Back to toolkit page
        • What is Gender Impact Assessment
        • Why use Gender Impact Assessment
        • Who should use Gender Impact Assessment
        • When to use Gender Impact Assessment
        • Guide to Gender Impact Assessment
          • Step 1: Definition of policy purpose
          • Step 2: Checking gender relevance
          • Step 3: Gender-sensitive analysis
          • Step 4: Weighing gender impact
          • Step 5: Findings and proposals for improvement
        • Following up on gender impact assessment
        • General considerations
        • Examples from the EU
            • European Commission
            • Austria
            • Belgium
            • Denmark
            • Finland
            • Sweden
            • Basque country
            • Catalonia
            • Lower Saxony
            • Swedish municipalities
      • Institutional Transformation
        • Back to toolkit page
        • What is Institutional Transformation
          • Institutional transformation and gender: Key points
          • Gender organisations
          • Types of institutions
          • Gender mainstreaming and institutional transformation
          • Dimensions of gender mainstreaming in institutions: The SPO model
        • Why focus on Institutional Transformation
          • Motivation model
        • Who the guide is for
        • Guide to Institutional Transformation
            • 1. Creating accountability and strengthening commitment
            • 2. Allocating resources
            • 3. Conducting an organisational analysis
            • 4. Developing a strategy and work plan
            • 5. Establishing a support structure
            • 6. Setting gender equality objectives
            • 7. Communicating gender mainstreaming
            • 8. Introducing gender mainstreaming
            • 9. Developing gender equality competence
            • 10. Establishing a gender information management system
            • 11. Launching gender equality action plans
            • 12. Promotional equal opportunities
            • 13. Monitoring and steering organisational change
        • Dealing with resistance
          • Discourse level
          • Individual level
          • Organisational level
          • Statements and reactions
        • Checklist: Key questions for change
        • Examples from the EU
            • 1. Strengthening accountability
            • 2. Allocating resources
            • 3. Organisational analysis
            • 4. Developing a strategy and working plan
            • 5. Establishing a support structure
            • 6. Setting objectives
            • 7. Communicating gender mainstreaming
            • 8. Introducing methods and tools
            • 9. Developing Competence
            • 10. Establishing a gender information management system
            • 11. Launching action plans
            • 12. Promoting within an organisation
            • 13. Monitoring and evaluating
      • Gender Equality in Academia and Research
        • Back to toolkit page
        • WHAT
          • What is a Gender Equality Plan?
          • Terms and definitions
          • Which stakeholders need to be engaged into a GEP
          • About the Gear Tool
        • WHY
          • Horizon Europe GEP criterion
          • Gender Equality in Research and Innovation
          • Why change must be structural
          • Rationale for gender equality change in research and innovation
          • GEAR step-by-step guide for research organisations, universities and public bodies
            • Step 1: Getting started
            • Step 2: Analysing and assessing the state-of-play in the institution
            • Step 3: Setting up a Gender Equality Plan
            • Step 4: Implementing a Gender Equality Plan
            • Step 5: Monitoring progress and evaluating a Gender Equality Plan
            • Step 6: What comes after the Gender Equality Plan?
          • GEAR step-by-step guide for research funding bodies
            • Step 1: Getting started
            • Step 2: Analysing and assessing the state-of-play in the institution
            • Step 3: Setting up a Gender Equality Plan
            • Step 4: Implementing a Gender Equality Plan
            • Step 5: Monitoring progress and evaluating a Gender Equality Plan
            • Step 6: What comes after the Gender Equality Plan?
          • GEAR action toolbox
            • Work-life balance and organisational culture
            • Gender balance in leadership and decision making
            • Gender equality in recruitment and career progression
            • Integration of the sex/gender dimension into research and teaching content
            • Measures against gender-based violence including sexual harassment
            • Measures mitigating the effect of COVID-19
            • Data collection and monitoring
            • Training: awareness-raising and capacity building
            • GEP development and implementation
            • Gender-sensitive research funding procedures
          • Success factors for GEP development and implementation
          • Challenges & resistance
        • WHERE
          • Austria
          • Belgium
          • Bulgaria
          • Croatia
          • Cyprus
          • Czechia
          • Denmark
          • Estonia
          • Finland
          • France
          • Germany
          • Greece
          • Hungary
          • Ireland
          • Italy
          • Latvia
          • Lithuania
          • Luxembourg
          • Malta
          • Netherlands
          • Poland
          • Portugal
          • Romania
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          • Slovenia
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      • Gender-sensitive Parliaments
        • Back to toolkit page
        • What is the tool for?
        • Who is the tool for?
        • How to use the tool
        • Self-assessment, scoring and interpretation of parliament gender-sensitivity
          • AREA 1 – Women and men have equal opportunities to ENTER the parliament
            • Domain 1 – Electoral system and gender quotas
            • Domain 2 - Political party/group procedures
            • Domain 3 – Recruitment of parliamentary employees
          • AREA 2 – Women and men have equal opportunities to INFLUENCE the parliament’s working procedures
            • Domain 1 – Parliamentarians’ presence and capacity in a parliament
            • Domain 2 – Structure and organisation
            • Domain 3 – Staff organisation and procedures
          • AREA 3 – Women’s interests and concerns have adequate SPACE on parliamentary agenda
            • Domain 1 – Gender mainstreaming structures
            • Domain 2 – Gender mainstreaming tools in parliamentary work
            • Domain 3 – Gender mainstreaming tools for staff
          • AREA 4 – The parliament produces gender-sensitive LEGISLATION
            • Domain 1 – Gender equality laws and policies
            • Domain 2 – Gender mainstreaming in laws
            • Domain 3 – Oversight of gender equality
          • AREA 5 – The parliament complies with its SYMBOLIC function
            • Domain 1 – Symbolic meanings of spaces
            • Domain 2 – Gender equality in external communication and representation
        • How gender-sensitive are parliaments in the EU?
        • Examples of gender-sensitive practices in parliaments
          • Women and men have equal opportunities to ENTER the parliament
          • Women and men have equal opportunities to INFLUENCE the parliament’s working procedures
          • Women’s interests and concerns have adequate SPACE on parliamentary agenda
          • The parliament produces gender-sensitive LEGISLATION
          • The parliament complies with its SYMBOLIC function
        • Glossary of terms
        • References and resources
      • Gender Budgeting
        • Back to toolkit page
        • Who is this toolkit for?
        • What is gender budgeting?
          • Introducing gender budgeting
          • Gender budgeting in women’s and men’s lived realities
          • What does gender budgeting involve in practice?
          • Gender budgeting in the EU Funds
            • Gender budgeting as a way of complying with EU legal requirements
            • Gender budgeting as a way of promoting accountability and transparency
            • Gender budgeting as a way of increasing participation in budget processes
            • Gender budgeting as a way of advancing gender equality
        • Why is gender budgeting important in the EU Funds?
          • Three reasons why gender budgeting is crucial in the EU Funds
        • How can we apply gender budgeting in the EU Funds? Practical tools and Member State examples
          • Tool 1: Connecting the EU Funds with the EU’s regulatory framework on gender equality
            • Legislative and regulatory basis for EU policies on gender equality
            • Concrete requirements for considering gender equality within the EU Funds
            • EU Funds’ enabling conditions
            • Additional resources
          • Tool 2: Analysing gender inequalities and gender needs at the national and sub-national levels
            • Steps to assess and analyse gender inequalities and needs
            • Step 1. Collect information and disaggregated data on the target group
            • Step 2. Identify existing gender inequalities and their underlying causes
            • Step 3. Consult directly with the target groups
            • Step 4. Draw conclusions
            • Additional resources
          • Tool 3: Operationalising gender equality in policy objectives and specific objectives/measures
            • Steps for operationalising gender equality in Partnership Agreements and Operational Programmes
            • General guidance on operationalising gender equality when developing policy objectives, specific objectives and measures
            • Checklist for putting the horizontal principle of gender equality into practice in Partnership Agreements
            • Checklist for putting the horizontal principle of gender equality into practice in Operational Programmes
            • Examples of integrating gender equality as a horizontal principle in policy objectives and specific objectives
          • Tool 4: Coordination and complementarities between the EU Funds to advance work-life balance
            • Steps for enhancing coordination and complementarities between the funds
            • Step 1. Alignment with the EU’s strategic engagement goals for gender equality and national gender equality goals
            • Steps 2 and 3. Identifying and developing possible work-life balance interventions
            • Step 4. Following-up through the use of indicators within M&E systems
            • Fictional case study 1: reconciling paid work and childcare
            • Fictional case study 2: reconciling shift work and childcare
            • Fictional case study 3: balancing care for oneself and others
            • Fictional case study 4: reconciling care for children and older persons with shift work
            • Additional resources
          • Tool 5: Defining partnerships and multi-level governance
            • Steps for defining partnerships and multi-level governance
            • Additional resources
          • Tool 6: Developing quantitative and qualitative indicators for advancing gender equality
            • Steps to develop quantitative and qualitative indicators
            • ERDF and Cohesion Fund
            • ESF+
            • EMFF
            • Additional resources
          • Tool 7: Defining gender-sensitive project selection criteria
            • Steps to support gender-sensitive project development and selection
            • Checklist to guide the preparation of calls for project proposals
            • Checklist for project selection criteria
            • Supplementary tool 7.a: Gender-responsive agreements with project implementers
          • Tool 8: Tracking resource allocations for gender equality in the EU Funds
            • Ensuring gender relevance in EU Funds
            • The tracking system
            • Steps for tracking resource allocations on gender equality
            • Step 1: Ex ante approach
            • Step 2: Ex post approach
            • Examples of Step 2a
            • Annex 1: Ex ante assignment of intervention fields to the gender equality dimension codes
            • Annex 2: The EU’s gender equality legal and policy framework
          • Tool 9: Mainstreaming gender equality in project design
            • Steps to mainstream gender equality in project design
            • Step 1. Alignment with partnership agreements’ and Operational Programmes’ gender objectives and indicators
            • Step 2. Project development and application
            • Step 3. Project implementation
            • Step 4. Project assessment
          • Tool 10: Integrating a gender perspective in monitoring and evaluation processes
            • Steps to integrate a gender perspective in M&E processes
            • Additional resources
          • Tool 11: Reporting on resource spending for gender equality in the EU Funds
            • Tracking expenditures for gender equality
            • Additional resources
          • References
          • Abbreviations
          • Acknowledgements
      • Gender-responsive Public Procurement
        • Back to toolkit page
        • Who is this toolkit for?
          • Guiding you through the toolkit
        • What is gender-responsive public procurement?
          • How is gender-responsive public procurement linked to gender equality?
          • How is gender-responsive public procurement linked to gender budgeting?
          • Five reasons why gender-responsive public procurement
          • Why was this toolkit produced
        • Gender-responsive public procurement in practice
          • Legal framework cross-references gender equality and public procurement
          • Public procurement strategies cover GRPP
          • Gender equality action plans or strategies mention public procurement
          • Capacity-building programmes, support structures
          • Regular collaboration between gender equality bodies
          • Effective monitoring and reporting systems on the use of GRPP
          • Tool 1:Self-assessment questionnaire about the legal
          • Tool 2: Overview of the legislative, regulatory and policy frameworks
        • How to include gender aspects in tendering procedures
          • Pre-procurement stage
            • Needs assessment
            • Tool 3: Decision tree to assess the gender relevance
            • Preliminary market consultation
            • Tool 4: Guiding questions for needs assessment
            • Defining the subject matter of the contract
            • Choosing the procedure
            • Tool 5: Decision tree for the choice of procedure for GRPP
            • Dividing the contract into lots
            • Tool 6: Guiding questions for dividing contracts into lots for GRPP
            • Light regime for social, health and other specific services
            • Tool 7: Guiding questions for applying GRPP under the light regime
            • Tool 8: Guiding questions for applying GRPP under the light regime
            • Reserved contracts
            • Preparing tender documents
          • Procurement stage
            • Exclusion grounds
            • Selection criteria
            • Technical specifications
            • Tool 9: Decision tree for setting GRPP selection criteria
            • Award criteria
            • Tool 10: Formulating GRPP award criteria
            • Tool 11: Bidders’ concepts to ensure the integration of gender aspects
            • Use of labels/certifications
          • Post-procurement stage
            • Tool 12: Checklist for including GRPP contract performance conditions
            • Subcontracting
            • Monitoring
            • Reporting
            • Tool 13: Template for a GRPP monitoring and reporting plan
        • References
        • Additional resources
    • Methods and tools
      • Browse
      • About EIGE's methods and tools
      • Gender analysis
      • Gender audit
      • Gender awareness-raising
      • Gender budgeting
      • Gender impact assessment
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      • Examples of methods and tools
      • Resources
    • Good practices
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      • Belgium
        • Overview
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    • EIGE’s publications on Gender mainstreaming
    • Concepts and definitions
    • Power Up conference 2019
  • Gender-based violence
    • What is gender-based violence?
    • Forms of violence
    • EIGE’s work on gender-based violence
    • Administrative data collection
      • Data collection on violence against women
        • The need to improve data collection
        • Advancing administrative data collection on Intimate partner violence and gender-related killings of women
        • Improving police and justice data on intimate partner violence against women in the European Union
        • Developing EU-wide terminology and indicators for data collection on violence against women
        • Mapping the current status and potential of administrative data sources on gender-based violence in the EU
      • About the tool
      • Administrative data sources
      • Advanced search
    • Analysis of EU directives from a gendered perspective
    • Costs of gender-based violence
    • Cyber violence against women
    • Femicide
    • Intimate partner violence and witness intervention
    • Female genital mutilation
      • Risk estimations
    • Risk assessment and risk management by police
      • Risk assessment principles and steps
          • Principle 1: Prioritising victim safety
          • Principle 2: Adopting a victim-centred approach
          • Principle 3: Taking a gender-specific approach
          • Principle 4: Adopting an intersectional approach
          • Principle 5: Considering children’s experiences
          • Step 1: Define the purpose and objectives of police risk assessment
          • Step 2: Identify the most appropriate approach to police risk assessment
          • Step 3: Identify the most relevant risk factors for police risk assessment
          • Step 4: Implement systematic police training and capacity development
          • Step 5: Embed police risk assessment in a multiagency framework
          • Step 6: Develop procedures for information management and confidentiality
          • Step 7: Monitor and evaluate risk assessment practices and outcomes
      • Risk management principles and recommendations
        • Principle 1. Adopting a gender-specific approach
        • Principle 2. Introducing an individualised approach to risk management
        • Principle 3. Establishing an evidence-based approach
        • Principle 4. Underpinning the processes with an outcome-focused approach
        • Principle 5. Delivering a coordinated, multiagency response
      • Legal and policy framework
      • Tools and approaches
      • Areas for improvement
      • References
    • Good practices in EU Member States
    • Methods and tools in EU Member States
    • White Ribbon Campaign
      • About the White Ribbon Campaign
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    • Regulatory and legal framework
      • International regulations
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          • Avoid gendered pronouns (he or she) when the person’s gender is unknown
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      • Back to toolkit page
      • EU policies on work-life balance
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      • The argument for work-life balance measures
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      • Step-by-step approach to building a compelling business case
        • Step 1: Identify national work-life balance initiatives and partners
        • Step 2: Identify potential resistance and find solutions
        • Step 3: Maximise buy-in from stakeholders
        • Step 4: Design a solid implementation plan
        • Step 5: Carefully measure progress
        • Step 6: Highlight benefits and celebrate early wins
      • Toolbox for planning work-life balance measures in ICT companies
      • Work–life balance checklist
    • Gender Equality Index 2019. Work-life balance
      • Back to toolkit page
      • Foreword
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      • Introduction
        • Still far from the finish line
        • Snail’s-pace progress on gender equality in the EU continues
        • More women in decision-making drives progress
        • Convergence on gender equality in the EU
      • 2. Domain of work
        • Gender equality inching slowly forward in a fast-changing world of work
        • Women dominate part-time employment, consigning them to jobs with poorer career progression
        • Motherhood, low education and migration are particular barriers to work for women
      • 3. Domain of money
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      • 4. Domain of knowledge
        • Gender equality in education standing still even as women graduates outnumber men graduates
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      • 5. Domain of time
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      • 6. Domain of power
        • More women in decision-making but still a long way to go
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        • Limited opportunities for women to influence social and cultural decision-making
      • 7. Domain of health
        • Behavioural change in health is key to tackling gender inequalities
        • Women live longer but in poorer health
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      • Part 2. Test yourself
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        • Eradicating sexism to change the face of the EU
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Gender Equality in Academia and Research

PrintDownload as PDF
  • Back to toolkit page
  • WHAT
    • What is a Gender Equality Plan?
    • Terms and definitions
    • Which stakeholders need to be engaged into a GEP
    • About the Gear Tool
  • WHY
    • Horizon Europe GEP criterion
    • Gender Equality in Research and Innovation
    • Why change must be structural
    • Rationale for gender equality change in research and innovation
  • HOW
    • GEAR step-by-step guide for research organisations, universities and public bodies
      • Step 1: Getting started
      • Step 2: Analysing and assessing the state-of-play in the institution
      • Step 3: Setting up a Gender Equality Plan
      • Step 4: Implementing a Gender Equality Plan
      • Step 5: Monitoring progress and evaluating a Gender Equality Plan
      • Step 6: What comes after the Gender Equality Plan?
    • GEAR step-by-step guide for research funding bodies
      • Step 1: Getting started
      • Step 2: Analysing and assessing the state-of-play in the institution
      • Step 3: Setting up a Gender Equality Plan
      • Step 4: Implementing a Gender Equality Plan
      • Step 5: Monitoring progress and evaluating a Gender Equality Plan
      • Step 6: What comes after the Gender Equality Plan?
    • GEAR action toolbox
      • Work-life balance and organisational culture
      • Gender balance in leadership and decision making
      • Gender equality in recruitment and career progression
      • Integration of the sex/gender dimension into research and teaching content
      • Measures against gender-based violence including sexual harassment
      • Measures mitigating the effect of COVID-19
      • Data collection and monitoring
      • Training: awareness-raising and capacity building
      • GEP development and implementation
      • Gender-sensitive research funding procedures
    • Success factors for GEP development and implementation
    • Challenges & resistance
  • WHERE
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  • Gender Equality in Academia and Research
  • WHY

Rationale for gender equality change in research and higher education institutions

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Setting up and implementing a gender equality plan (GEP) requires strong arguments about the benefits of working towards gender equality in research and innovation (R & I). These supporting arguments are of different nature and outreach. They can be combined in different ways to build the case for gender equality within your organisation, and to reach different categories of stakeholders.

The European Commission expects the following benefits for the European research area (ERA) through its commitment to promote gender equality in R & I:

  • increased success and innovation performance of organisations thanks to greater diversity;
  • greater understanding of sex and gender specificities;
  • improved work–life balance, equal access to opportunities and increased well-being.

In the following section, you will learn about these and other positive impacts of gender equality for R & I. In itself, quoting these broad areas of impact can help you build the case for setting up a GEP for your organisation. The scope of the arguments to be used should be adapted to the culture of your organisation. In particular, you should be cautious about the uptake and acceptance of performance-related arguments. While it is widely accepted that measuring performance matters in R & I, this framing is not accepted to the same extent in every context.

Consider broadening and strengthening your arguments for promoting gender equality by using arguments related to diversity and intersectionality. This will enable you to show that all employees, students and applicants will benefit from better (gender) equality.

As stated in UN sustainable development goal 5, ‘gender equality is not only a fundamental human right, but a necessary foundation for a peaceful, prosperous and sustainable world’. In this sense, the main types of benefits of gender equality in R & I are as follows.

Fairness

Gender equality and equal treatment is about fairness in organisations and in society at large. Everyone needs to have the same opportunities to participate and contribute meaningfully to R & I, regardless of their gender, ethnicity, social background, age, etc. Committing to fairness and equality, and introducing organisational changes to meet these commitments, is a value in its own right. Increasing the fairness of organisational processes and practices contributes to more transparency and legitimacy of decision-making and organisational procedures. Therefore, increasing fairness and transparency in R & I can bring additional benefits to individuals and organisations.

Attracting and retaining talent

Research activities are highly intensive in human capital. Training qualified and creative researchers and innovators is costly, and bringing them up to their full potential takes time. Moreover, research organisations are involved in an intense competition for talent. This also requires retaining research staff over time and giving them the opportunity to achieve their personal and professional objectives and potential.

It has been shown that women are abandoning their scientific careers in much greater numbers than men. Described as the ‘leaky pipeline’ of women in science, this phenomenon has a considerable impact: a loss of knowledge, an organisational cost, and a reduced and limited perspective in scientific research. It also feeds a vicious circle: as women leave research in greater numbers, research becomes less attractive to women. Implementing GEPs to promote structural and cultural change in your organisation can contribute to attracting and retaining talented women – or rather diverse talent – in your organisation.

Creating a better work environment

Promoting gender equality in your organisation can contribute to a more engaging and inclusive work and study environment, in which people feel safe, valued and comfortable. This will increase the well-being, work satisfaction, sense of belonging and motivation of staff members in your organisation, regardless of their gender. Your organisation will also benefit from these individual gains in terms of innovation performance, effectiveness (see below) and talent retention.

Effectiveness and efficiency of research

Building gender-diverse teams helps to secure a broader set of viewpoints, which can enhance creativity and innovation – and thus also the quality of research. In addition, teams with balanced numbers of women and men tend to perform better and to exhibit superior dynamics and productivity, which is expressed in higher shares of publications and citations, and in broader dissemination to public audiences. Ensuring diversity in work teams (in terms of gender, race, nationality, age, etc.) needs a clear commitment to promoting gender equality with an intersectional focus; this will create an inclusive organisation that, in turn, will improve the organisation’s reputation and will contribute to the organisation retaining and attracting (new) talent (see above).

Excellence and research quality

Bringing a gender dimension to R & I content improves the overall quality of research design, hypotheses, protocols and outputs in a large variety of fields. It makes it possible to address gender bias and to build more evidence-based and robust research, and also contributes to pluri-disciplinarity. As R & I is increasingly framed as working for/with society, thereby creating social impact and benefits, and contributing to solving the main societal challenges of our time, reflecting the diversity of final users, their needs and boundary conditions from the early research stages has become a must. ‘Gender blindness’ (understood as the lack of consideration for gender-related aspects) often goes with neglecting other relevant social or experiential parameters. Challenging this blindness, on the contrary, creates awareness for a broader set of variables than sex and/or gender. The COVID-19 pandemic has clearly shown how the integration of sex/gender analysis into research not only increases the quality or excellence of research, but also provides better data and evidence for developing targeted solutions for public health, social welfare or economic policies (for more information, see the COVID-19 case study in the Gendered Innovations 2 report and on the ‘Gendered innovations’ website). Integrating sex/gender analysis into research and innovation thus improves its quality and also its relevance.

Economic benefits

There are different kinds of economic benefits. Firstly, research is intensive not only in terms of human capital, but also in terms of funding. Universities and R & I organisations are engaged in a fierce competition to access public funding. Increasingly, this competition is organised and framed by funding agencies bound to the objectives of the ERA. Along with other priorities, principles of responsible R & I apply to the selection of successful applications. Within this framework, gender equality is increasingly referred to as a criterion for accessing public funding. This is clearly the case under the EU work programmes of Horizon Europe. Therefore, addressing gender equality in research, and also adopting a gender lens in research content and outputs, can improve the competitiveness of universities and R & I organisations.

Secondly, an increasing part of research is directly interested in producing added value in terms of products, services and policy delivery. Gender equality also contributes to increased economic benefits, not only at macro level, indicated by growth in gross domestic product, but also at organisational or company level. The presence of women board members is a reliable predictor of the value of a firm, independent of the type of industry, firm size, etc. Companies with gender-balanced management teams also report more returns on sales, more invested capital and better financial results overall. The reasons for these effects are manifold, but organisations with better gender equality and diversity are also able to engage new target audiences, beneficiaries or users/customers for their products and services, as they reflect the diversity in these groups better. Promoting gender equality in innovation teams and teams of inventors contributes to more equal benefits from their innovations/inventions. Gender-diverse teams are perceived to have better problem-solving skills and increased creativity and are able to take a broader set of needs, expectations and usages into account in their R & I processes. Therefore, they are able to develop more valid research outputs and better innovations that meet the needs of heterogeneous user groups.

Leverage for organisational change

Pursuing gender equality requires involving all staff categories (including management, research and non-research staff, and students) in a joint effort to produce change. Collaboration of all these categories is an overarching goal that provides an opportunity to enhance the sense of community and ownership.

Changes requested to achieve gender equality also bring benefits in terms of transparency and accountability, decision-making, career management and research evaluation procedures. These procedures are often affected by different sorts of biases and unwritten rules, which a concern for gender equality helps to challenge.

Gender equality can also trigger broader cultural changes that contribute to a more flexible, creative, inclusive and sustainable work environment. This can support other strategic change processes aiming to enhance the competitive edge and national or international profile of your organisation. Linking gender equality work to these strategic objectives and processes of your organisation is an important factor in the success of your change process.

Compliance with domestic and European Union regulations

All research organisations, universities and funding bodies are bound to respect certain legal obligations related to equal treatment and gender equality. Therefore, even though legal and policy frameworks vary between countries, breaching existing regulations can result in fines, legal prosecutions and liability, damaged reputation, a loss of attractiveness or internal conflicts.

Complying with the rules requires resources and know-how, which are often more easily secured if implementing a gender mainstreaming strategy (e.g. sex-disaggregated data production, monitoring instruments). Investing in gender equality helps organisations to comply with legal provisions more comprehensively and proactively.

In recent years, funding bodies have also introduced compliance with specific gender equality standards as an eligibility criterion. For instance, the German Research Foundation (Deutsche Forschungsgemeinschaft (DFG)) introduced the research-oriented standards on gender equality, applicants to programmes of the Science Foundation Ireland and other Irish research funding bodies need to have an Athena Scientific Women’s Academic Network (SWAN) gender equality accreditation and the European Commission established a GEP eligibility criterion for Horizon Europe.

Find more information about EU labour law here.

See also the legal and policy frameworks promoting gender equality in R & I in the 27 EU Member States.

In order to view videos and webinars or further tools and resources on the topics in this section, switch between the respective tabs. Otherwise, click below to continue to the next section: the step-by-step guide on GEP development and implementation. There you can decide whether you want to continue with the step-by-step guide for research organisations, universities and public bodies, or with a separate guide for research funding bodies.

  • For a brief overview, watch the informative video produced by the EU-funded project ‘Gender equality in the European research area community to innovate policy implementation’ (GENDERACTION) on why we need gender equality actions.
  • Listen to the message from Mariya Gabriel, European Commissioner, on International Women’s Day on why gender equality in R & I is important and how the EU aims to foster gender equality in Horizon Europe.

Benefits of gender equality and diversity in research and innovation

The Norwegian Committee for Gender Balance and Diversity in Research provides six key reasons why gender equality is beneficial for research organisations on its website.

The position paper Equality, Diversity and Inclusion at Universities: The power of a systemic approach published by the League of European Research Universities in 2019 describes how universities can become inclusive research environments and the benefits they might be able to reap from this change effort.

In their article ‘Evaluating gender equality effects in research and innovation systems’, Bührer et al. (2020) summarise the multifaceted benefits of gender equality in R & I.

The briefing note ‘Gender equality and research and innovation performance go hand in hand’ by the EU-funded project GENDERACTION describes why promoting gender equality is also good for innovation performance.

In her Nature feature on diversity in research laboratories, called ‘These labs are remarkably diverse – here’s why they’re winning at science’, Powell (2018) explains why diversity and a culture of respect matter in R & I.

The report Structural Change in Research Institutions – Enhancing excellence, gender equality and efficiency in research and innovation by the European Commission provides the main arguments for structural change and solutions for how to achieve this.

A McKinsey & Company report from 2018, Delivering through Diversity, describes the business case for inclusion and diversity.

An article by Pollitzer and Schraudner (2015) called ‘Integrating gender dynamics into innovation ecosystems’ explores how innovation systems can benefit from gender-sensitive approaches to knowledge production.

Effectiveness and efficiency of research

An article by Bührer and Frietsch (2020) shows (based on the German women professorship programme and the pact for R & I) how investments in gender equality initiatives not only raise the number of women researchers, but also change publication patterns.

Koning, Samila and Ferguson (2021) show in their article ‘Who do we invent for? Patents by women focus more on women’s health, but few women get to invent’ that, if R & I teams become more diverse, the innovations and research results become more inclusive.

Similarly, Nielsen et al. (2017) provide empirical evidence that links the gender of authors to the integration of sex/gender analysis in research papers. In their article ‘One and a half million medical papers reveal a link between author gender and attention to gender and sex analysis’( ), they conclude that there is a robust positive correlation between women’s authorship and the likelihood of a study including gender and sex analysis.

The article by Campbell et al. (2013) shows that publications of gender-diverse authorship teams achieve more citations than publications that have authorship teams composed of only one gender.

Cheruvelil et al. (2014) provide lessons learnt for creating and maintaining high-performing collaborative research teams, emphasising the importance of diversity.

An article by Smith-Doerr, Alegria and Sacco (2017) summarises evidence, arguments and strategies on how diversity matters in science and engineering teams.

  • Why change must be structural
  • GEAR step-by-step guide for research organisations, universities and public bodies

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