ActionAid Feminist Research Guidelines - 2021
ActionAid Feminist Research Guidelines - 2021
ActionAid Feminist Research Guidelines - 2021
FEMINIST RESEARCH
GUIDELINES
NOVEMBER 2021
These guidelines are primarily for ActionAid staff and partners
who want to ensure their research is from a feminist
perspective. The summary documents point different
users, including those outside ActionAid, to
sections they might find useful.
INTRODUCTION
R
esearch is one of our strongest tools for advocacy with governments,
international institutions and duty bearers; external engagement, tracking
impact and learning from our programmes. Research products are key to
bringing about shifts in power that will ensure that women, men, non-binary
people and young people living in poverty and exclusion secure their rights.1
The research process in and of itself can be a transformative process; since
collaboratively reflecting on power is itself an activist pedagogy.
This guidance note aims to support ActionAid staff and partners and those interested in how
ActionAid does, or commissions, research which draws on a feminist approach. It accompanies our
ActionAid Research Signature and Strategy and is a set of ideas for conducting research with a feminist
approach that is rooted in our principles and mission and supports ActionAid’s change objectives.2
This guidance draws on existing feedback and guidelines within the ActionAid federation and from
feminist researchers from the global south.3 It was initially put together in response to an analysis
of ActionAid’s research and has been further developed to respond to affiliates who have made
research a strategic priority, and who are specifically keen to work with others to ensure their
research process and product has a feminist lens.4
The guidelines support research project managers to follow ActionAid’s Top Ten feminist
leadership principles5 to ensure our research uses a gender transformative approach at all levels
- from the thinking up of research ideas (whether for an exposé or for long term community
analysis), to developing partnerships, to managing or conducting research, through to the analysis,
the publication(s) and the influencing.
The guidelines are really just that, they outline best practice: every research project is different.
For example, quick deadlines, especially around fundraising proposals, may not permit such a
thorough analysis of context, and corporate exposés will require specific expertise. In addition,
not everything in the note will be relevant for your project, and it doesn’t claim to cover every
scenario. Nonetheless, to ensure a thorough feminist analysis, quality products, productive
partnerships and to adhere to our ideology and HRBA, it is strongly encouraged that research
project managers follow the basic steps. Do share your experiences of doing research so we can
continue to learn.
If you have any questions on the content, or cannot access the supplementary documents,
please contact the Global Secretariat Research Advisor – kate.carroll@actionaid.org
1. Previous publications have spelled womxn with ‘x’ to avoid the suffix ‘men/man’ and to show solidarity with and recognition of a diversity of people
- LGBTQ+, including trans people and those who choose not to identify themselves by gender. However, language is contested and changing, and we
feel that the most inclusive phrase is women, men and non-binary people. Throughout these Guidelines we may also say women and young people.
2. The document complements existing documents that guide ActionAiders when commissioning research. For example, the templates for ActionAid
International ToR & project plan, libel guidelines, in-house style guide, etc. which are all available on sharepoint here: https://actionaidglobal.
sharepoint.com/sites/Research
3. Thanks specifically to: Trimita Chakma, Isabella Matambanadzo & Awino Okech
4. Margie Buchanan-Smith; Making the most of research within ActionAid International; ActionAid IPD; 2009 & internal discussions, available on request.
5. For more detail, see: https://actionaidglobal.sharepoint.com/:b:/s/GlobalSecretariat/Eesq7Y35X4NIk-60sBOtBsQBqTdCg46C1yHkAIwiZ7_gpw?e=CNiOq3
nd
ection a evaluation
Refl
e research p
a ging th roc
an ess
M
Analysis
Generating
different Conceptualising
research Research
products
Analysis / Writing
Reflection /
Evaluation
Developing
Publications
a research
and impact
proposal
Cementing Inception
a research workshop
protocol
The writers acknowledge that the chronological lay out of the paper might
CONTENTS
not follow the notion of research as an ongoing process of reflection
and action (see figure above). However, we hope it will be
easier to navigate. Note that some sections could appear
within several places due to the iterative nature
of research. Further materials to support
these guidelines are available
here.
Introduction 2
Why is a feminist approach to research important for ActionAid? 6
ActionAid’s Research Strategy 7
ActionAid’s Research Signature 8
Summary of checklists 10
Researcher training 33
Capacity development 34
How will the work be collaboratively managed? 34
Collective, collaborative working & peer review 34
Executive summary 51
Recommendations 51
References 51
Libel proofing 51
Peer review (see previous entry) 52
Inclusive acknowledgements & author byline 52
Branding 52
Printing 52
Editing 52
Sign off 52
Check list for generating research products 52
STEP NINE: Reflection on findings with participants and other key groups of rights holders 53
A feminist research approach and the advancing of Our nested research theory of change mirrors
feminist alternatives can provide a glue to link our this. ActionAid research should subvert traditional
local, national and international work. Developing notions of evidence on questions of international
evidence is key to advocating for better programming, development and economic policy as being
produced in the global north or by individuals and
as well as for changes at national and international
institutions connected with the global north ‘on’
level. Evidence supports us to identify different
people in the global south, whose lives are often
pathways for change, whether through alternatives,
fetishised and whose voices – especially those of
new campaigns or new programme learnings. women and girls - are often silenced.
Research, reflection and enquiry is part of ActionAid’s programme cycle and as such should build
Be empowering on participants’ ‘power within’, equipping them with different tools and concepts and enabling
collective reflection, analysis and action together as collaborative participants.
If a research process builds alliances through the varied involvement of different actors (partners,
Build solidarity alliances, allies, research institutes), or if the evidence is disseminated widely, then it can build
solidarity linkages across different levels to ensure collective action for change (power with).
Research, when we communicate findings effectively, is one of our strongest tools for external
engagement and impact. Research products can play a role in influencing to bring about changes
Shift power in power that will ensure that women and young people living in poverty secure their rights by
addressing the structural causes of poverty and offering rights based alternatives (power to).
Research
analysed with knowledge from in and outside the organisation,
can enable multiple power shifts. This brings about changes at
Signature
local, national, international levels”.
People living in poverty are empowered by our research – both process and
product:
a. Involves the participation of people living in poverty and exclusion and their movements
1
directly (wherever possible) at every stage of the research process, including in identifying
questions, thorough joint analysis, and by bringing in people’s new knowledge and strategies
for change
b. Active in using the research evidence for influencing change at different levels
c. Women and young people actively inform and transform the evidence-gathering, and are well
represented throughout the research outputs and attribution: voices are amplified through
analysis, perspectives, quotes, pictures, and stories
d. Ownership of analysis and intellectual property is jointly shared with communities.
a. Focuses on unpacking the nature of gender power relations and the social inequalities which
root them
b. Challenges and/or allows us to better understand social and political realities, looking at the
roles of various actors linked to a problem and the dimensions of power that characterise
their relationship
2
c. Recognises and engages the power relations evident in traditional research practice such as
the notion of researcher/researched, and seeks to subvert traditional practice
d. Historically interested in overcoming the invisibility and distortion of women’s experiences by
challenging dominant practice and models
e. Looks at the interconnectedness of structural causes of rights violations from local, national,
regional and global perspectives
f. Understands that changes must take place in laws, policies and resources as well as in culture,
beliefs and practices
g. Is rigorous, comprehensive, accurate, transparent and ethical and fair
h. Recognizes creativity and non-traditional research processes as authentic tools of resistance
and transformation.
3
federation:
a. Evidence of rights violations at any level provide the basis for changes at other levels (local,
national, regional, international)
b. Knowledge from different levels supports us to identify pathways for change.
4
Builds strong research partnerships:
a. Through partnership, builds solidarity, power, knowledge and capacity between and within
ActionAid and different research actors, communities or organisations involved in research.
5
a. Bold in message, audience appropriate and accessible in language, and with a clear change
strategy.
b. Useful and used in practically influencing change around ActionAid’s strategic objectives &
timely
c. Relevant and applicable at local, national and international levels, as measured by agreed
indicators.
Women in Bangladesh analyse their risks of flooding and disaster, with a view to reducing risk. PHOTO: TURJOY CHOWDHURY/ACTIONAID
• Checked the extent to which your research is done by, with, for and about women? [see introduction]
• Familiarised yourself with the Research Signature and ActionAid’s Theory of Change and how it
applies to research? [see page 8]
• Used a feminist lens to consider the format of the research team, ensuring it’s not recreating negative
power dynamics? [see page 13]
• Been clear about your aims ensuring you are taking women, non-binary people and girls as the focus
of the analysis, and there is an agenda for social change? [see page 8]
• Developed your concept with the research team, involving all partners, so the process feels owned at
all levels, with an intersectional lens? [see page 19]
• Involved programme staff and partners in the reference group and checked on how information and
knowledge flows continue at a country level? [see page 13]
• Built in time for a participatory process including participatory research methodologies so local
knowledge is valued? [see page 23]
• Ensured there is budget for a set of community materials that can be used for different purposes?
[see page 42]
• Integrated the issue into a programme, and ensured Reflect Circles continue to take forward
discussions? [see page 25]
• Looked at ActionAid’s guidelines for Focus Group Discussions and check that time has been set aside
for these? [see page 44]
• Ensured a full ethics check (including with each partner institution) i.e. a risk assessment is complete
and continued regularly in case risk changes), permissions and clearances have been granted to the
researchers from the country where the research is taking place, and participants to the research are
going to be safe when the research is published and their mental and physical health is not at risk as
they participate? [see pages 33-40]
• Written a Research & Project Plan and uploaded it on the Research Tracker? [see page 27]
• Drawn on an intersectional feminist lens to consider who is invited to, and the structure of your
inception meeting? [see pages 29-32]
• Discussed how you will make sure your research is rigorous; how you will use feminist analysis to
challenge unequal structures and how will you contribute to change? [see pages 37 & 48-50]
• Made sure informed consent is central to your approach? [see page 38]
• Built in capacity development required and mitigated negative power dynamics [see page 34]
• Assessed your data is rigorous, from a feminist ideology and analysed thoroughly? [see pages 20 & 48]
• Got informed consent for any images or videos used? [see page 38]
• Considered power dynamics, budget and time, especially the time and care roles of participants
when planning any focus groups? [see page 44]
• Checked your product(s) are communicable, and audience appropriate? [see page 42]
• Made your editor and designer aware of the ActionAid style guidelines?
• Used your Research Signature to assess and evaluate your research? [see page 53]
• Ensured all research participants have had the opportunity to engage with reflection and action
planning around near final product(s), and are confident to share collectively identified findings with
decision makers? [see page 53]
• Shared the final product(s) internally with a webinar to staff and on the internal communications list?
[see page 54]
STEP ONE:
CONCEPTUALISING
RESEARCH
Conceptualising • A strategic webinar, workshop or shared
document with all potential project and research
When there are a set of co-created research concepts, • Is the team anti-homophobic, anti-sexist and
teams might look to respond to calls for proposals. anti-racist?
Developing a
members?
research team
• Is there inclusivity in the team and if there is
someone with a disability will accessibility be
prioritized?
A feminist, intersectional approach should be used
in everything we do, including how we configure a • If the research is taking place where these is
research team and how the team works. conflict, has a conflict analysis been done and
does that show particular dynamics that need to be
For the makeup of the team, consider the following: considered when putting together a research team?
• What perspectives and experience are needed • What (other) steps need to be taken, if any, to
to ensure the research is as grounded as ensure this team is sufficiently diverse?
possible in the lived experience of rights holders
including survivors of abuse and exploitation ,
and to ensure that the research achieves the
impact it requires, safely (i.e. involving people in
communications, safeguarding and influencing)? For ways of working, it helps to set a framework
of common values and processes that you
• Who is proposed as the principal investigator (s)
all agree on. These should reflect ActionAid’s
or researcher(s)? Does the person/people have
values but they may be more specific to the
sufficient understanding of feminist research
research project. Consider as a group:
methodologies?12
• Are there any risks that the composition of the Informed Consent: To what extent are all
team reproduces power by i) preventing other, research participants engaged in an ongoing
more appropriate stakeholders from getting process of reflecting on what knowledge and
involved in knowledge generation, or ii) in their data is used, for what, and where, and the
ways of working more generally? implications of this? Is the informed consent
written or oral? Have options for anonymity
• What are the class and ethnicity dynamics of the been discussed? What strategies are in place
research team? i.e how do the socio-economic
12. An essential tool is the survivor - centred attitude scale for staff, partners and volunteers to determine ability and attitudes to undertake research.
Whilst the scale is for GBV and PSEA, it is a useful to determine viability to work with GBV and some it could be useful for feminist research.
Available here.
Considering
how might this impact dynamics within and
outside the team? For instance, if ActionAid
has funding from a bilateral donor that for
example supports the IMF austerity agenda, and research partners
ActionAid is required to give the donor a copy
of the research, how then are the findings of It is often useful to work with research partners -
the research safeguarded from manipulation this can be anyone from universities, to multi-lateral
by the funders? In practice, research funding is organisations, to civil society organisations to
as equally open to scrutiny as all other project informal networks. ActionAid often uses consultants,
funding under ActionAid’s fundraising screening, who, whilst not partners in the strictest sense,
should be considered as such for the purpose of
13. Also see conflict related references in the further reading section.
14. For detailed checklists on how to ensure the logistics of convening people are safe, from an intersectional perspective, please see FRIDA’s (2018)
report: How Far Have We Come: A Review of Our International Convenings, Chapter 4: Recommendations.
15. See: Eboiyehi, C., Fayomi, I. & Eboiyehi, F., 201,) From exclusion to discrimination: Gender inequality in the senior management of Nigerian
universities. Issues in Educational Research, 26(2).; Tickle, L. (2017) Why Universities Can’t See Women as Leaders. The Guardian, 8 March.;
Brunsma, D.L., Placier, P. & Brown, E. (2012) Teaching race at historically White colleges and universities: Identifying and dismantling the walls of
Whiteness. Critical Sociology, 39(5).; Hanafi, S. (2011) University systems in the Arab East: Publish globally and perish locally vs publish locally and
perish globally. Current Sociology, 59 (3).
16. See: https://news.mak.ac.ug/sites/default/files/downloads/Makerere-Committee-Investigating-Sexual-Harassment-FINAL-Report-June2018.pdf
17. See: https://mg.co.za/article/2018-08-02-thetotalshutdown-memorandum-of-demands
18. Please ask for a spreadsheet of feminist researchers and research institutes. This list is important as it suggests who holds the institutional
relationship with individuals and organisations. Contacting through them or copying them ensures we’re not overloading any one individual or
organisation with requests.
mentor
If the work is short term and a partnership isn’t
feasible, consider whether you have internal
Local researcher
capacity to do the work or whether you need to get
a consultant to support. Whilst a consultant may
selection
have a particular desirable expertise or knowledge, If you are recruiting local researchers, there are
and the cost can be resource efficient given several models to follow depending on the type
ActionAiders’ time is pressed, it has not always of research methodology and aims. As a non-
proved to be the best option. All too often we do negotiable, same gender researchers should be
not select or support our consultants sufficiently. used for interviews where possible, and always for
For example, we choose consultants who reproduce interviews with girls. Likewise, wherever possible
power, particularly colonial power, or who do not non-binary researchers will undertake interviews
have a feminist analysis, or we fail to sufficiently and with non-binary persons. For ethnographic
regularly check in with our consultants to ensure the research it is recommended in most cases that
work is on track. This has the result that their work the researcher is not from the same community
does not communicate our politics and messages (for trust and confidentiality reasons as well as to
as the project manager had intended. In addition, help the researcher’s ability to critically explore
the knowledge that is gained from doing the work participants’ responses). However, there may be
can be lost to the federation as the consultant exceptional cases for working with a researcher from
cannot realistically record all learnings. Finally, a the community. This should be discussed in detail,
consultant model, even with a brilliant consultant, considering the ethics and power dynamics. It is
can perpetrate the division between researchers and important to work with researchers who speak the
participants, as a consultant is another level away local languages, and who are able to understand, or
from research participants as compared to ActionAid empathise with, the experiences of participants in
• Used a feminist lens to consider the format of the research team and the
partnership potential?
19. For detailed discussion, please see: Sawas, A., Castan-Broto, V., Anwar, N.H. & Rehman, A,2019, Intersectional coproduction and infrastructural
violence: experiences from Pakistan. Journal of Community Development, 1-19., & Anwar, N.H. & Viqar, S., 2016 Research assistants, reflexivity
and the politics of fieldwork in urban Pakistan. Area, 49 (1).
STEP TWO:
DEVELOPING A
RESEARCH PROPOSAL
Defining research •
drawing on intersectional framing?
Influence the development of new policy
background and •
•
Livelihoods
Environmental context (taking into account how
Access to
• Demographics Internalised & control
attitudes, over public
• Gender norms values,
Family & private
• Socio-Cultural norms (including – how do practices resources
these norms interact with gender norms and
reproduce power hierarchies?) Informal Formal
• Institutional setting including: post-colonial or
historical context (i.e. how do those legacies
Socio- Laws,
affect stakeholders’ lives, development and cultural Community policies,
security today?); Legal setting (i.e. what are norms, resource
beliefs, allocations
the formal and informal legal frameworks and
practices
movements relevant to the issue you want to
work on?); Political setting (including how politics
Systemic
20. For details on what ‘context sensitive analysis looks like, see: Nagarajan, C. and Toogood, K.,2016 Guidance on Mainstreaming Conflict Sensitivity,
Gender and Social Inclusion in Research. Nigeria Stability and Reconciliation Programme.
21. Aruna Rao and David Kelleher. 2002. “Unravelling Institutionalized Gender Inequality.” Gender at Work, http://www.genderatwork.org Also see:
Batliwala, S & A. Pittman, 2010 Capturing Change in Women’s Realities A Critical Overview of Current Monitoring & Evaluation Frameworks and
Approaches, AWID, 2010 pg 18. https://www.awid.org/sites/default/files/atoms/files/capturing_change_in_womens_realities.pdf
23. Concrete ActionAid projects which use this include: ELBAG, our unpaid care and domestic work, and baselines of safe cities work. ActionAid’s
Reflection-Action website and Reflect Facebook group are ways to connect with practitioners. ActionAid’s HRBA Women’s Rights Training Manual
also details some resources.
24. See: the general site here https://actionaidglobal.sharepoint.com/sites/SEC-SHEA-AAISHEAandSafeguardingResources . The main policy
is on this link: https://actionaidglobal.sharepoint.com/:w:/r/sites/SEC-SHEA-AAISHEAandSafeguardingResources/_layouts/15/Doc.
aspx?sourcedoc=%7B229C48CB-7505-4009-BDB2-831D7AF9666C%7D&file=AAI%20Protection%20from%20Sexual%20Exploitation%20and%20
Abuse%20Policy%20-%202019.docx&action=default&mobileredirect=true
25. See: Laws, S,2003 ‘Research for development: a practical guide’, London: Sage.
26. Adapted from ActionAid, Curtin University, Sydney University, 2014, Transitional Justice for Women Handbook
27. For example, the Alternative Statistics section of Communication and Power, (ActionAid, 2003) looks at how participatory tools can generate
qualitative evidence whilst an extractive and poorly run focus group may generate non-participatory qualitative evidence.
Participation in an into the same box but rather acknowledge and avoid
reproducing differing dynamics.
28. See Jenkins, K.; Narayanaswamy, L. & Sweetman, C.,2019 Introduction: Feminist Values in Research. Gender & Development, 27 (3). : Brooks, A., &
Hesse-Biber, S.N. () An Invitation to Feminist Research. Sage.
A project group or consultant design and finalise the Women and young people are involved with shaping the
project. research questions.
Linking our work This knowledge will inform policy analysis and
advocacy for change.
across levels
The added value of being a federation is that we
Managing power in
can link across different levels. A common thread of
enquiry will be integrated across the research from
the research process
local through to national and international level. At all stages of the research, all participants must
Influencing should take place at all levels. be respected and fairly treated. ActionAid has a
Consider the following questions: responsibility to safeguard participants’ welfare,
minimize risks and assure that benefits outweigh
• Who are the local decision makers and how can risks. We will use methods and approaches to
we influence them? minimise power imbalances and help children to
• What sort of evidence is needed to influence express themselves, such as using art or creative
them and how should this be presented and methods. We will ensure that less powerful members
of communities, including women and those who
shared?
are not literate or who are living with a disability,
• Who do we need to influence at national level
participate in interviews. We must also be prepared
and what arguments and evidence can be used
to manage any trauma that arises, ensuring that a
to do so?
Distress Protocol is in place as well as strategies for
• How do we influence our international targets? Researcher Well Being. We may manage this through
• How can we best demonstrate and integrate the considering what sort of questions might trigger
analysis and evidence emerging at each level? emotional responses and either avoid these or
• What are the dominant narratives that need to prepare to support research participants with recourse
be challenged? to fully trained follow up counselling support.
Risk
Plan your budget
Feminists across the world are at risk when their
voices are heard. Human Rights Defenders and See below the various aspects that need to be
organisations that support them must be acutely included in your budget when writing your research
aware of the deep dangers of being involved in plan. Most of the costs relates to a project with a
research processes, especially for participants defined output. However, research drawing on a
feminist approach aims to move beyond this model.
who are marginalised in countries where shrinking
Key aspects to budget for also include:
political space is leading to backlash from the
state, corporations and/or the military. Risks can be
Translation: If you want different audiences to read
greater in conflict situations, due to the proximity of
your output, may need to be translated – as a base,
armed conflict. Participants must be aware of the you’ll want to ensure that all research participants
additional risks of being involved and should be safe are able to access the research output (if not in
to pull out of the research at any time. In addition, writing, then in some other form). Translation costs
all researchers should be fully inducted in and have around £300/day. Allow 1 day per 2000 words for
signed onto SHEA, Safeguarding and Whistleblowing translation. You will have to build in translation costs
policies. [see page 38 for consent forms and for for your validation workshops, and to feedback work
further information about how to ensure that those to the communities you have worked with. You may
people who are at risk can see their voices heard in not want to translate a full report for this audience:
other ways through anonymity]. See the Safety and think about how best to communicate the work.
Security Guidelines for Research Participants, for
more detail. (Reflection) Workshops: To ensure a really thorough
reflection-action process you’ll want to be able to
hold meetings. See page 44 for costs associated
with community level meetings and focus group
Be clear about your from the beginning [your Tor/Research & Publications
plan itself must be signed off] means that there are
timeline no rushes and panics at the end. This means notifying
people well in advance about when to expect the
Too often research is rushed without consideration publication and keeping them updated on any shifts
given to the mental health of those involved. to the schedule. Refer to the latest sign off guidelines
Produce a timeline and circulate to everyone Sign off Guidelines Feb 2018 for details of how to
involved. Be realistic. Build in flexibility. Can complete the table below.
The ‘consulted’ group provides feedback according to their expertise. This falls into two sub-groups
1) core project team who need to comment in detail on the first and penultimate drafts of the report
and 2) group for wider consultation – to feedback only on first draft of report.
Consulted
Core project group (convened by project manager)
Group for wider consultation (to feedback only on first draft of report)
thinking in a clear ‘international research’ then the ToR itself will need
federation sign off as well as the final product.
• Checked the extent to which your research is done by, with, for and about women?
• Been clear about your aims, ensuring you are taking women, non-binary people
and girls as the focus of the analysis, and that there is an agenda for social change?
• Involved programme staff and partners in the reference group and checked on
how information and knowledge flows continue at a country level?
• Ensured there is budget for a set of community materials that can be used for
different purposes?
• Integrated the issue into a programme, and ensure Reflection-Action circle take
forward discussions once the specific evidence gathering is complete?
• Looked at ActionAid’s guidelines for Focus Group Discussions and check that
time has been set aside for these?
29. The Contract Management System (CMS), a system for logging funding proposals so fundraisers can access then and project managers can track
progress, is here: https://actionaidglobal.sharepoint.com/sites/cms#/
• Ensured that risk assessment factor in SHEA and safeguarding including child
safeguarding, PSEA and anti-sexual harassment and bullying?
• Ensured that researchers are trained and have the skills to receive complaints
relating to SHEA and safeguarding?
• Ensured that all researchers who are recruited for research purposes, undertake
mandatory safeguarding background checks?
STEP THREE:
INCEPTION WORKSHOP
Preparing a research bring and to acknowledge the challenges and
opportunities that the partnership brings (e.g.
inception workshop •
positive power dynamics)
To confirm that the team have the right research
question, and the appropriate methodology to
For an effective partnership, whether the research is
respond to the question.
with an academic partner, or with multiple countries
• To begin to firm up project logistics
as partners, it is recommended to have an inception
• To begin to firm up contracts
workshop.
• Used an intersectional feminist lens to consider who is invited to, and the
structure of your inception meeting?
• Ensured you are considering how to mitigate any negative power dynamics in
your meeting and discuss power openly?
STEP FOUR:
CEMENTING A
RESEARCH PROTOCOL.
SAFEGUARDING & ETHICS
Researcher training Researchers also need a full briefing in this Research
Protocol, including research ethics and child
protection procedures to be implemented during the
All researchers need to be clear about and familiar research, and any other procedures, including for
with ActionAid’s Research Signature, feminist security situations, should be identified. Researchers
ideologies and ActionAid’s Theory of Change. need an opportunity to practise with reflection
Researchers involved in research on gender their use of the research instruments. Support
discrimination and violence need extra training mechanisms need to be in place during field
and support. This should include an orientation on research to help researchers manage their safety
concepts of gender inequalities, violence, gender and wellbeing and to monitor progress and quality
and children’s rights. The training needs to include of the research. This document is helpful: Social
opportunities for researchers to reflect on both their Research Association, ‘A Code of Practice for the
own prejudices and experiences and consider how Safety of Social Researchers’:
these might affect the quality of their work.
development •
participants?
How, and how often will you communicate
with each other in an inclusive and accessible
Research can involve some capacity development of manner?
all research partners. Capacity development • How will you share and store information and
as a concept can be extremely problematic and knowledge generated through the work?
infused with power, especially where funding • How will you continue to dialogue with each
demands it, and where the assumption is northern other once the product has been published/
universities or related academics are building released? Often follow-up (e.g. from media or
other civil society organisations) continues
the capacity ‘of’ researchers in the global south.
beyond the launch date.
ActionAid understands that each participant to the
• How will you deal with any issues around power,
research process brings unique knowledge, analysis
or contentious issues as a group?
and experience and that all participants in the
process will learn from the one another.
You could consider:
Key questions to ask are:
• Capacity for whom? By whom? Why? A diverse and inclusive steering committee which
• Does the capacity development element makes sure the project is on track with the mutually
replicate power dynamics? agreed goals. This committee would include
• What is the aim of the capacity development? members of key stakeholder groups. For example,
Is it an end in itself or does it take place for the if the research focus is young people, then ensure
purposes of the research only? there is a representative from a youth movement
• Who is making the decisions about what capacity on the steering committee, someone who has the
development is involved and who is involved? trust of their network. This would be a global group
and would ensure that reflection-action linkages are
made between the national and global analysis.
How will the work National project teams which would ensure that
the research is embedded within the programme
be collaboratively cycle, clearly contributing to ActionAid’s goals in the
federation and country level and ensuring and that
managed? reflection-action linkages are made between local
and national level. These would involve programme
staff, women’s rights staff, MEL staff and policy
Once you have established that you’ll bring added
colleagues. Make sure the structures are cemented
value to the work by working together, and have
with clear ToRs.30
agreed on principles for taking the work forward, and
shared goals, you need to decide on the structures
that will help you carry out the work to ensure that
you remain accountable to each other. The type of Collective,
collaborative working
relationship and the systems you chose to support
it, will depend on the type of partner; whether they
• What project structures will support you to Collective working is a core part of a feminist
achieve your project goals more effectively? approach, which acknowledges the potential value
30. The Transforming Education for Girls in Nigeria and Tanzania project has some excellent templates for such work.
31. The MoU might include: grant agreement liability i.e. who signs the contract for AA; Indemnity insurance; Health and Safety of personnel;
Provision of equipment and admin support for personnel; Intellectual property rights; Copyright; Termination processes; Confidentiality; Dispute
resolution process. There are examples on Sharepoint: https://actionaidglobal.sharepoint.com/sites/Research
Attribution
Other key documents
Have you discussed how you will organise attribution
of any separate publications emerging from the The following publications are key to the effective
joint research? ActionAid does not normally give working together. Each might be accompanied by
author bylines, but attributes research to the further guidance, and where an item is complex,
organisation, i.e. ActionAid, and the dynamics of there may be separate documents entirely. The
acknowledgement are on page 52. Branding and co- specifics within these documents will depend on
branding is per the brand guidelines. See section on whether ActionAid is the lead agency, where the
funding is coming from and the requirements of the
audience – below.
donor. Some donor funded projects will require other
documents. Sample documents can be found here.
Nirmala Mahatara, from Nepal, is a community activist who is central to supporting the reduction of violence against women and girls in her area,
through engagement in the Women Rights Forum. PHOTO: ACTIONAID
32. Action Aid International, 2019, SHEA and other safeguarding concerns overarching policy, page 11
33. When we talk about informed consent our protocols require us to ensure this is given freely, without manipulation or coercion, and in advance
of evidence collection. However, we do not use the term ‘Free, Prior Informed Consent’ as the term and principle has its history in indigenous
people’s struggles for their recognition and rights to land - as enshrined in the ILO convention 169, amongst others. For research, similar
protocols are used to ensure that engagement between different people involved in research is meaningful, respectful and ethical. At every stage
of a research process, research participants must have a full understanding of how their knowledge, analysis and personal information may be
used; and the possible outcomes, risks and benefits being engaged with the research.
34. More information on Data Protection available here: https://actionaidglobal.sharepoint.com/sites/Research
35. See your safeguarding policies: https://actionaidglobal.sharepoint.com/sites/Safe/Shared%20Documents/Forms/AllItems.aspx and Data
Protection Policies, as well as Security and Safety Guidelines, Distress Protocol and Research Well being guidelines. https://actionaidglobal.
sharepoint.com/sites/Research
Survivor/
Complainant
People can report to
any of the functions
below in-person, via
email, or telephone
36. See the checklist – Safeguarding and SHEA considerations conducting needs assessments for further details.[link Lois/Marni]
37. Ibid
38. Ibid
• Checked you have the required protocols in place ahead of your research
partnership. Are all parties aware of the ActionAid Research Signature, SHEA and
Safeguarding policies, Distress Protocol, Researcher Wellbeing Guidelines, Data
Protection Support and Research Participant Safety and Security Guidelines?
• Ensured that you have completed a SHEA and Safeguarding risk assessment?
Planned to hold risk assessments and monitoring regularly as needed in case
risks change? Checked the risk assessment includes a feminist analysis of girls,
persons with disabilities, gender non-confirming and non-binary persons who
could be exposed in research?
39. Action Aid International, 2019, SHEA and other safeguarding concerns overarching policy, page 6
40. Ibid
41. Ibid
• Planned to ensure participants who come into contact with research activities,
will not be at risk of abuse, harm and exploitation?
• Created safe spaces for women and girls to talk through issues that affect them?
42. Based on recommendations from the “Gender and Development Network: Safeguarding and Beyond, Recommendations from the Gender and
Development Network”, May 2018, available at https://static1.squarespace.com/static/536c4ee8e4b0b60bc6ca7c74/t/5b02df478a922d27418ba
1f9/1526914889870/Safeguarding+and+Beyond+recommendations+May+2018.pdf
STEP FIVE:
PUBLICATIONS AND
IMPACT
Consider a variety • A 10-page or less policy document to reach
a policy audience (10 pages will take about
checklist •
by ActionAid and partners
When we’re writing up our work, we need to use
the words and terminology which relates to our
We must remember there are many powerful ways allies’ politics and strategy. This can be found in
of communicating and we do so through what we our style guidelines and strategy. Editors should
see, hear, say, touch and smell. We emphasise the be given a copy.
visual and when we use words we write as we speak, • Research may be communicated and translated
(even policy reports can read like a great speech); into other languages, it needs to be as clear,
know our audiences intimately and remember that concise, focused, jargon free and unambiguous
less is more. In doing so we must remember that our as possible.
theory of change is embedded in communications. • We need to be particularly careful when
The process and product of any communication conducting research on sensitive issues like
should empower, build solidarity and enable VAWG, political change, justice and inequality,
campaigning and activism around alternatives. When which may be translated in different ways in
you’re planning and again when you have your draft indigenous languages.
product, critically evaluate the product against the • Ensure that your language is gender sensitive,
communications style guide to check it will reach its refer to these guidelines and the strategy for
audience. ways to talk about intersectionality, young
people etc.
• Consider that participants may have hearing and
• Checked that the products emerging from your knowledge generation are
audience appropriate?
STEP SIX:
MANAGING THE
RESEARCH PROCESSES
Managing interviews power dynamics as the ethnological observation
can lead to useful analysis.
& focus group • Who to involve i.e. not only the most powerful
in the community, but a seeking out the unheard
Interviews and focus groups can be fraught with etc. When seeking out unheard voices from
negative power dynamics and in their worst iteration marginalised and vulnerable groups, please
they can be extractive, triggering unwelcome ensure that you consider the provisions in the
emotion without recourse to support. A project overarching SHEA and Safeguarding policies.
manager must consider: Participation should always be safe, sensitive to
risk and voluntary.
• How to mitigate the power or perceived power • Size smaller focus groups can lead to more
of the interviewer through careful researcher of a routine conversation, with participants
selection and process. If a focus group, consider deferring to well-known stories or anecdotes,
asking someone to observe the focus group for larger (20+) groups can be more chaotic but may
43. Ruth Kelly, Qualitative Methodologies and Focus Groups MA Quals Summative Essay, 2016.
44. See: WHO Ethical and safety recommendations for researching, documenting and monitoring sexual violence in emergencies, WHO, 2007 and
ActionAid’s ‘Tips for FGD [link: Lois]. Also; https://www.researchgate.net/profile/Linda_Bartolomei/publication/249295232_%27Stop_Stealing_Our_
Stories%27_The_Ethics_of_Research_with_Vulnerable_Groups/links/5643fc1708ae451880a6f1c2.pdf
45. Anwar, N.H. & Viqar, S. 2016, Research assistants, reflexivity and the politics of fieldwork in urban Pakistan. Area, 49 (1).; Bott, E.,2010, Favourites
and others: reflexivity and the shaping of subjectivities and data in qualitative research. Qualitative Research, 10 (2); Sawas, A. Castan-Broto, V.,
Anwar, N.H. & Rehman, A., 2019, Intersectional coproduction and infrastructural violence: experiences from Pakistan. Community Development
Journal, bsc027. ; Caretta, M.A. () Situated knowledge in cross-cultural, cross-language research: a collaborative reflexive analysis of researcher,
assistant and participant subjectivities. Qualitative Research, 15 (4).
• The data ultimately affects the quality of 2. In some cases, where a facilitator or
the research, so it is critical to acknowledge interviewer is required, it can help to have
and mitigate power and subjectivities as two of different backgrounds (age, gender,
much as possible during the research ethnicity). This approach, however, must be
process. If this is not practised, there is properly backed by clarity in the roles and
further potential for harm to rightsholders responsibilities of each (i.e. who speaks,
and the institutions involved by producing who takes notes, whether the second
analysis that is not reliable and perhaps researcher asks supplementary questions
even perpetuating inaccurate and/or or not etc).
harmful stereotypes about people.
3. Finally, trust between all members
One study from Nepal (ActionAid, 2013), found of the team is key in any research. In
that male survey interviewers perceived that some contexts, where a facilitator or
asking women about their experiences with interviewer is required, participants may
family planning would be violating the gender be less comfortable in responding to or
norms. They also perceived the act of asking engaging with ‘one of their own’, than
these questions as making sexual advances and with strangers. In other cases, it may be
feared retribution from participants’ husbands. the opposite; where participants view
Gender matching is found to be effective in strangers with distrust impacting the
many settings, because it may overcome some quality of participation. The research team
power dynamics that can occur (e.g. patriarchal) should deliberate and reflect on the most
and may offer a more comfortable environment appropriate approach, taking into account
for women to speak openly and honestly. This the context.
46. Lefkowich, M.,2019, When Women Study Men: Gendered Implications for Qualitative Research. Journal of Qualitative Research.
Taking photos •
when a digital camera is used
Take photos on a proper camera rather than
Instrumental use of images to persuade and a phone where possible as the quality can be
convince decision makers have historically been much better.
extremely problematic as – aside from potentially • As per the WHO guidelines, support
putting the subject at risk - they can perpetrate mechanisms should be in place before the
the narrative that particular people, especially research starts.50
marginalised people from the global south, are • Have a look at the image guidelines for further
victims. It can also prioritise some perspectives advice.
over others. In addition, the process of gathering
• Ensure that the photography experience is
stories can be extremely distressing for individuals
positive for the ‘subject’ - they should have
concerned (as well as for researchers and research
teams). As we’ve mentioned earlier, there are ethical choice around how they are photographed in a
issues in asking potentially vulnerable marginalised way which shows their strengths and qualities
people to revisit their experiences as it may trigger (for example, when writing about VAWG, the
unwelcome thoughts and emotions. subjects should not be shown as victims).
47. See: Skodal & Cornish, 2015, Qualitative Research for Development, and work on ethnography by Professor Lila Abu Lughoud, which explores the
dynamics of doing ethnographic work with women in the global south E.g. (1990). Can there be a feminist ethnography? Women and Performance,
5.; (2016) Veiled sentiments: Honor and poetry in a Bedouin society; (2008) Writing women’s worlds: Bedouin stories.
48. See: Photography Ethics Centre, 2018 Understanding photography ethics in social research;
49. Prins, E.,2010, Participatory photography: A tool for empowerment or surveillance? Action Research, 8: 426.; Oliveira, E. & Vearey, J., 2015, Images
of Place: Visuals from Migrant Women Sex Workers in South Africa. Medical Anthropology, 34:4,
50. See: WHO, 2007, Ethical and safety recommendations for researching, documenting and monitoring sexual violence in emergencies.
Data analysis
Activists march through the streets demanding equality and an end
Given we are treating our participatory methodology
to homophobia and prejudice during the annual Soweto Pride, South data collection as evidence, we need to record it
Africa. PHOTO: ACTIONAID
in a rigorous way, drawing on a feminist analysis
and paying attention to any risks of harm to
Ensuring good participants during the research process. This means
transcribing and coding interview and focus group
quality evidence & data; and grouping, coding, consolidation and data
statistics
visualisation of other data.
• Assessed how to ensure your data is rigorous, from a feminist ideology and
analysed thoroughly?
• Developed a secure system to store the data in case the analysis is challenged
and an external source requests to view it?
51. See ActionAid’s Notes on Researcher Wellbeing, Distress Protocol and SHEA & Safeguarding guidelines. Here: https://actionaidglobal.sharepoint.
com/sites/Research
References
All reports must include a full bibliography listing
the author, date and title of all sources cited in the
Women engaged in filling time diary collection in Banke, Nepal, hold text. See earlier note on Web sources - these should
calendars developed. PHOTO: ACTIONAID
include the date the site was accessed. Please refer
to the ActionAid style guidelines.
acknowledgements
& author byline Editing
Ensure your copy editor is alerted well in advance
Remember to acknowledge research participants,
and share ActionAid style guidelines and branding
partners, editors, designers etc. We do not give
guidelines with them. Budget for the copy editor to
author bylines to members of staff; author credit
look over the designed copy as mistakes can creep
(as well as copyright) goes to ActionAid and
in when it gets to design, especially around footnotes.
research participants, and not to individuals.
Individuals’ contributions can be recognised in an
Acknowledgements section. However, exceptions are
made; in some cases, the report would have greater
impact on the audience if the lead researchers
Sign off
were named. For example, if there was an academic [See page 26]
audience and if the researcher was well known and
respected. On such an occasion you may want to
add a management summary to the report. This
would highlight the management response to the
evidence and suggestions generated. Check list for writing
different research
Branding products
Have you:
Branding is a challenging issue from a feminist
perspective since by putting its name to a • Given your editor and designer
publication, ActionAid may be perceived to be the ActionAid style & branding
taking voice and ownership over the analysis therein,
guidelines?
which is jointly developed. Ultimately branding helps
with fundraising. And yet ActionAid as a federation
• Go your report checked for libel?
can use its legitimate power to influence and shift
power. ActionAid does choose to put its brand on
• Have you got sign off on your
publications, alongside partners and acknowledges
report?
all research participants within the front cover.
ActionAid’s branding guidelines are here.
• Acknowledged all research
participants?
STEP NINE:
REFLECTION ON FINDINGS
WITH PARTICIPANTS AND
OTHER KEY GROUPS OF
RIGHTS HOLDERS
Reflection with where evidence has been gathered and jointly
analysed, potentially for some external moment.
validation workshop where you can discuss analysis, make any tweaks and
share any other analysis that might have emerged
from other places, such as from other countries, or
Participatory and inclusive research should involve a cross country statistical analysis. Consider how
reflection-action with all research participants at you are communicating this accessibly to all those
all stages of the research process. However, most involved i.e. through different (translated) content.
research processes have some sort of ‘end point’,
• Given all research participants the opportunity to engage with reflection and
action planning around a near final product?
• Shared the final product internally with a webinar to staff and have you emailed
internal.comms@actionaid.org for guidance on how to share internally?
ActionAid, Curtin University & University of Sydney, 2014; Transitional Justice for Women Handbook series, 2014. See: http://www.
justiceforwomen.net.au/handbooks.html
ActionAid, Oxfam & IDS, 2015; Redistributing care work for gender equality and justice, a training curriculum. See: http://www.
actionaid.org/sites/files/actionaid/redistributing_care_work_final_0.pdf
ActionAid, 2016; Women’s Rights and HRBA Training Curriculum. See: https://actionaid.ie/wp-content/uploads/2016/10/Womens-
Rights-and-HRBA-Training-Curriculum-1.pdf
Axinn, WG; 1991; The influence of interviewer sex on responses to sensitive questions in Nepal. Soc Sci Res. 1991;20:303–18.
Berman, Gabrielle; Hart, Jason; O’Mathúna, Dónal; Mattellone, Erica; Potts, Alina; O’Kane, Clare; Shusterman, Jeremy; Tanner, Thomas.,
2016; What We Know about Ethical Research Involving Children in Humanitarian Settings: An overview of principles, the literature
and case studies, Innocenti Working Papers no. 2016_18 , UNICEF Office of Research - Innocenti, Florence. See: https://www.unicef-
irc.org/publications/849-what-we-know-about-ethical-research-involving-children-in-humanitarian-settings-an.html
Bauer, Martin W., and George Gaskell, eds., 2000: Qualitative researching with text, image and sound: A practical handbook for social
research. Sage
Chakma, Trimita, .2016: An effective framework for Feminist Participatory Action Research (FPAR): An effective framework for
empowering grassroots women & strengthening feminist movements in Asia Pacific. Asian Journal of Women’s Studies Asian Journal
of Women’s Studies Volume 22, Issue 2. Pages 165 -173.
Christian Aid, 2017; Toolkit for setting up relationships between NGOs/Academics: Rethinking Research Partnerships consortium
guide: https://www.christianaid.org.uk/sites/default/files/2017-10/discussion-guide-ngo-academic-research-oct2017_0.pdf
Kelly, R, 2016; Qualitative Methodologies and Focus Groups MA Quals Summative Essay,
Kelly, R , 2019: Translating rights and articulating alternatives: rights-based approaches in ActionAid’s work on unpaid care, The
International Journal of Human Rights, 23:5, 862-879, 2019. See: DOI: 10.1080/13642987.2017.1314646
Kovdal, Morten, & Flora Cornish, 2016; Qualitative Research for Development, Practical Action Publishing,
Krueger, Richard A., and Mary Anne Casey, 2014; Focus groups: A practical guide for applied research. Sage publications, 2014.
Lokot, Michelle, 2019; The space between us: feminist values and humanitarian power dynamics in research with refugees, Gender &
Development, 27:3, 467-484, See: DOI: 10.1080/13552074.2019.1664046
Mancini & Van Klasen, 2006; Critical Webs of Power & Change, ActionAid. See : http://www.actionaid.org/sites/files/actionaid/critical_
webs_of_power_and_change_-_summary_booklet.pdf
Nedelec, Joseph L. A multi-level analysis of the effect of interviewer characteristics on survey respondents’ reports of sensitive
topics. Personality and Individual Differences 107 (2017): 96-101
Quay, Isadora., 2019 Rapid Gender Analysis and its use in crises: from zero to fifty in five years, Gender & Development, 27:2, 221-
236, See: https://doi.org/10.1080/13552074.2019.1615282
Saferworld, International Alert, Conciliation Resources., 2019; Doing research in conflict settings: gender mainstreaming and ethics.
See: http://www.c-r.org/resource/doing-research-conflict-settings
What Works & the Global Women’s Institute, 2019; Research to Action Toolkit; VAWG in Conflict and Humanitarian Settings. See:
https://www.whatworks.co.za/resources/reports/item/682-research-to-action-toolkit-vawg-in-conflict-and-humanitarian-settings
Online:
ActionAid’s online portal of methodologies, the Reflection-Action website: http://www.networkedtoolbox.com/ soon to be at http://
www.reflectionaction.org
Thanks to: Lois Appleby, Saranel Benjamin, Stevie Benton, Melissa Bungcaras, Galia Buxbaum, Lila Caballero, Pranita Choudhry,
Ashleena Deike, Daniela Egger, Neesha Fakir, Lweendo Haangala, Sally Henderson, Helena Rodrigues Lopes, Javeria Ayaz Malik,
Aluizio Marino, Ruby Moshenska, Rungano Muchetu, Neelanjana Mukhia, Natasha Mulder, Rachel Noble, Observatório de Olho na
Quebrada, Isabella Orfano, Anna Parke, Dirgha Raj, Faria Rashid, Katherine Robinson, Renata Saavedra, Livia Salles, Patricia Waliaula,
Lee Webster, Hay Mar Win.
Appreciation to teams in pilot countries: ActionAid Brazil, ActionAid Liberia, ActionAid Myanmar, ActionAid ActionAid UK with the
FHN, ActionAid Zimbabwe Including: Caroline Bowah, Niki Ignatiou, Jestina Kanneh, Joy Mabenge, Farisayi Madhaka, Rumbidzayi
Makoni, Phyo Thet Naing Win, Rungano Muchetu
Writing team: Kate Carroll, Baishali Chatterjee, Wangari Kinoti, Lindelwe Nxumalo, Amiera Sawas, Lakshmi Subramani, Korto Williams.
COVER PHOTO: Zandile Mabaso is a member of the Rainbow Activist Alliance, a youth movement from for young black Lesbian women which is
supported by ActionAid South Africa. CREDIT: COLLEN MFAZWE.
ActionAid is a global movement of people working
together to achieve greater human rights for all
and defeat poverty. We believe people in poverty
have the power within them to create change for
themselves, their families and communities.
ActionAid is a catalyst for that change.
http://actionforglobaljustice.actionaid.org
Website: www.actionaid.org
Telephone: +27 11 731 4500
Fax: +27 11 880 8082
Email: mailjhb@actionaid.org
November 2021