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Support Package 5 - “Inclusive Gendered Innovation” - For Applicants - Step 1
Idea & Initiation – Get Started!

You have an idea for an innovation project and want to come to inclusive solutions?

It is crucial to find out if gender and other diversity dimensions are relevant in your context, and if so, how.

In general, gender and other diversity dimensions should be considered in all research and development projects - especially if (see here):

  • Your work targets specific user groups
  • People are directly involved in your research (e.g. as test persons)
  • Your results will impact people’s daily lives or work

To understand how gender, diversity, or inequality matter in your work, ask yourself a few simple questions (source):

  • Biology and the Body: Do physical differences like height, weight, strength, voice, or how people feel pain or temperature play a role? People vary more than you might think – not just based on reproductive organs.
  • Who Is Affected?: Where will your findings or product be used, and who will use it? For example, speech recognition systems often struggle with voices that don’t match the “standard” – like those of women, non-binary people, or people with accents – leading to frustration and exclusion.
  • Who Benefits?: For whom are the outcomes relevant? For instance, much more research is done on erectile dysfunction (affecting 19% of men) than on premenstrual syndrome (affecting 90% of women) (source).
  • Who Is Left Out?: Could your research or product exclude certain groups? For example, heart attack research focused mainly on men, which led to poorer care for women.
  • Required Skills: What skills do people need to use your product or service? Think about how their life situations impact use – like parents with strollers or people with hearing impairments using public transport.
  • Who Is Left Out?: Could your research or product exclude certain groups? For example, heart attack research focused mainly on men, which led to poorer care for women.
  • Stereotypes and Norms: Does your design reinforce stereotypes? For instance, social robots with gendered voices or looks can reflect outdated gender roles.

Consider how your research or product might affect different people. Ask yourself:

  • Could any group be impacted differently?
  • Do some groups have different needs or expectations?
  • Do they relate to the topic in a unique way?

If you're unsure, it's worth looking into. Don’t rely on assumptions or stereotypes. For example, don’t assume older people aren’t interested in technology – instead, ask what can be done to make it work well for everyone. Please also remember that gender is not just binary, there are other categories such as inter* or non-binary.

diversity-wheel
Source: https://ccliexperience.org/tools/diversity-wheel/

Keep in Mind: People Have Many Overlapping Identities

Different aspects of diversity often combine. For example, the needs of an older woman using technology or healthcare may be very different from those of a younger woman. It’s important to think about these differences in your project too.

identity-intersectionality
Source: https://asaging.org/identity-intersectionality

In some projects, gender and other aspects of diversity may not play a major role – for example, in satellite technology. But it’s still important to check carefully using the checklist and do a bit of research.

If you're confident that these issues are not relevant, explain why in your funding application. That way, your reasoning can be reviewed.

However, step 5 and the continuous block of management, monitoring and reflection are still important for you, as there are in all projects:

  • Phenomena, products or contexts that need to be named, and
  • Reports or publications, and the language is often gendered.

This also affects areas of research, in which you would think that gender and inclusion does not play a role, e.g. astrophysics. For example, in meteorology, in the past, low-pressure systems were given female names and high-pressure systems male names. The system has been changed so that “bad” weather is not exclusively associated with female names (source).

Here you find tools, resources and field specific information for your support

Tools & resources:

  • The GERD model helps you to introduce aspects of gender & diversity into the practical development of technology. However, it can also be helpful in other areas beyond technology development.
  • The GILL Hub is a collaborative platform and community that provides tools, methods, services, and resources to support gender-responsive smart innovation and entrepreneurship.
  • On the Gender.ED website, they help you conduct a Gender Sensitive Research project. There are examples from ICT, Economics and Agriculture.
  • On the TU Graz website, there are 18 examples from various scientific fields to illustrate how diversity aspects can be identified and integrated into the research cycle. For example, by introducing new variables, methods, or publication practices.

Webinars & Videos

  • Watch the video on integrating gender analysis into research (IGAR) by Londa Schiebinger to learn why it's important to include gender analysis in research.
  • The EU-funded project ACT produced short explanatory videos, amongst others on sex and gender analysis.
  • The Gender Equality Academy offers a webinar on the gender dimension in research.
  • The GILL project provides a video on the topic of “Gender Equality by Design: Gender Responsive Methods”.
  • Get inspiration from the various self paced gender trainings by UN Women.

Field specific Information

For health & medicine

  • The Gender Equality Academy conducted several training sessions on the integration of the sex/gender dimension into specific research topics, amongst others also into health & medicine. It provides training materials and, for most of the sessions, seminar videos are available.
  • In the Gendered Innovations 2 report, there is a full case study on Inclusive Analysis in Health.
  • This course by the Canadian Institute of Health Research gives information on “Sex and Gender in Biomedical Research”.
  • On the website of Canadian Institute of Health Research, you can find quite detailed information on Sex and Gender in Health Research: How to integrate sex/gender in various health research sub-disciplines and about its impact.
  • In this report by Kilden genderresearch.no, there is a case study on health and well-being.

For Information, Communication and Technology (ICT)

  • On the Gendered Innovations website, you can find a case study on sex/gender in machine learning and regarding social robots with helpful information on the relevance and research design. Also, there are short explanatory videos on sex/gender in Energy, Humans & Computers, and Robots in our Society from the GEECCO project.
  • The Diversifair Project has produced a toolkit on AI & intersectionality for the industry sector.
  • Watch the webinar from the ‘Gender equality in information science and technology’ (EQUAL-IST) project to learn why you should include a gender (and intersectional) approach in your research project, and how to do so.
  • The Gender Equality Academy conducted several training sessions on the integration of the sex/gender dimension into specific research topics, amongst others also into ICT. It provides training materials and, for most of the sessions, seminar videos are available.
  • In the Gendered Innovations 2 report, there is a full case study on Inclusive Analysis in ICT (AI, machine learning, robotics).
  • The workshop by the GILL project gives insight into the Gendered design of ICT Tools.

For Engineering, Architecture and City-Planning

  • On the Gendered Innovations website, you can find short explanatory videos on sex/gender in Mobility and Engineering e.g. Design.
  • In the Gendered Innovations 2 report, there are full case studies on Climate change, energy and agriculture, as well as Urban planning and transport.
  • In this report by Kilden genderresearch.no, there are case studies on energy, transport, environment and climate, and safe societies.

Great – you’ve found that gender or other diversity aspects matter for your project. Now it’s time to dig a little deeper.

Start by learning more about the people who will use or be affected by your product or research. What are their needs, challenges, or life situations? Look for existing research on how diversity or inequality plays a role in your field. If you’re applying for funding, this information can strengthen your proposal.

And remember: just because there might be little data doesn’t mean the issue isn’t important. If there are signs that some groups might be affected differently, it’s worth looking into.

Inclusion works best when it’s part of the project from the very beginning throughout the whole project. We recommend reading through this full support package to help you plan each step. Even if you think a step doesn’t relate to gender or inclusion, it’s worth checking — you might be surprised. Avoid assumptions. Inclusion starts with awareness.

  • Step 1: Idea & Initiation – Get Started!

    Think about the relevance of gender and inclusion in your project. Do some research to identify relevant knowledge about gender and other diversity dimensions in your project field (see above) and describe the status quo in your project proposal. Integrate relevant asepcts of inclusion in your project aims (and research questions).

  • Step 2: Analysis – Get to know your target group

    Describe in your plan, which methods you use to identify user needs. Also explain what you need to consider in terms of inclusiveness when designing data collection instruments. Describe how you reach and involve your target groups and how you are going to carry out inclusive data analysis. Look for support in Step 2.

  • Step 3: Concept – Generating ideas for Further Development

    Plan how to develop potential solutions and how to involve diverse users in the process to do it inclusively. Also describe how you decide which solution to implement. Look for support in Step 3.

  • Step 4: Implementation – Execute and Test your Concept

    Describe how you are going to develop a prototype/product/technology/project outcome and what to consider to do it inclusively. Also plan how to test and further develop developed solutions with diverse users. Look for support in Step 4.

  • Step 5: Dissemination & Sustainability - Sharing and Sustaining Results

    Describe how you will disseminate your findings and results in an inclusive way and which target groups you want to reach. Also think about how you can ensure that your findings are used in other projects and other parts of your organisation. Look for support in Step 5.

  • Continous: Management, Monitoring, Evaluation & Reflection

    Describe what needs to be considered throughout the project cycle. Plan to monitor and reflect on a gender and inclusion throughout the whole project. Look for support in Step 6.

When developing your (research) project design, please also look at the detailed tasks in your plan, e.g. choice of models/standards, formulation of research questions to enhance proper gender/inclusion integration:

  • Analyzing Sex throughout the whole research process
  • Analysing Gender throughout the whole research process
  • Analyzing how Sex and Gender Interact throughout the whole research process
  • Rethinking Research Priorities and Outcomes: This might be a bit biased, so it's worth thinking about.
  • For Research Projects: Rethinking Concepts and Theories: You should think about the concepts, theories you use, and if these are inclusive or exclusive of certain societal groups.
  • For Research Projects: Formulating Research Questions: Research questions should reflect inclusive gendered dimensions, considering how differences in needs, access, and experiences shape the topic under investigation. For example, in climate change adaptation, studies show that gender influences vulnerability and resilience, requiring policies that respond to different social roles and risks (INSPIRE D2.1, 2023).
  • Rethinking Standards and Reference Models: When using standards and reference models, it is necessary to think about how to avoid being exclusive in your research.

While the detailed planning of the above tasks is important, don't lose sight of the bigger picture. Ask yourself too:

  • Responsibilities: What knowledge and skills are needed for this step - who will be responsible? Do I have someone like that in my team? What is the general distribution of responsibilities? Please define responsibilities in your plan and read the text below about the research team/consortium.
  • Links: How are the steps linked to each other?
    • For example, how will the results of a survey feed into user testing?
    • What needs to happen before you can start e.g. the design process? What information do you need? Where does it come from?

When you have a draft of your (research) project design, we recommend to conduct a gender impact assessment. This assessment helps you to evaluate the potential impacts of research before research decisions are finalized. You can find assistance on this process here on the gendered innovation website and a checklist here on the RESET project website. If you are interested in an intersectional project design, have a look at the gendered innovation website or for quantitative intersectional study design on the CIHR website.

Tools & resources:

  • There is a toolkit from the Warwick Research Centre that uses reflective questions to guide you through the steps of a research project.
  • The EQUAL4EUROPE project provides a checklist for gender-sensitive research, which can help you assess your (research) project design.
  • This toolkit by the CGIAR provide guidance, recommendations and resources on gender-relevant ethical considerations for research involving human subjects.
  • The GERD model helps you to introduce aspects of gender & diversity into the practical development of technology. However, it can also be helpful in other areas beyond technology development.
  • On the Gender.ED website, they help you conduct a Gender Sensitive Research project. There are examples from ICT, Economics and Agriculture.

Webinars & Videos:

  • You can learn about the gender dimension in research and its practical application in this webinar by the Gender Equality Academy.

Field specific Information:

For health & medicine

For Information, Communication and Technology (ICT)

For Engineering, Architecture and City-Planning

  • UN Habitat provides a guide for Cities to Sustainable and Inclusive Urban Planning; including practical support material.
  • There is an article on how to incorporate gender (and potentially other forms of diversity and inequality) into the engineering innovation process.

It’s always a good idea to have a diverse research team or consortium – including different genders, ages, backgrounds, experiences and expertise. More diversity brings more perspectives and helps make your project more inclusive.

If you've already identified which diversity aspects matter for your project, you can plan your team more specifically:

Here’s a clear and practical checklist to help you plan and build a diverse and effective research team or consortium:

How to build a Diverse and Skilled Project Team

  1. Diversity in the Team
    • Does your team include a mix of genders, ages, backgrounds, and experiences?
    • Have you considered how diversity can strengthen your project?
  2. Inclusion Expertise
    • Do you have expertise on the diversity dimensions relevant to your project (e.g. gender, disability, age)?
    • If not, have you considered involving:
      • a gender/inclusion expert?
      • a partner from social sciences or applied sciences?
      • a consultancy for inclusion, accessibility, or diversity?
  3. Methodological Skills
    • Does your team have the skills needed to design inclusive research?
    • Do you need support with participatory methods, user surveys, or inclusive design?
    • Have you identified partners who can fill these gaps?
  4. Access to Target Groups
    • Have you clearly identified your target group(s)?
    • Do you have a plan to reach them?
    • Could a partner help with access? (For example: Nursing home or senior centre (for older adults), Factory or trade union (for blue-collar workers), etc.)
  5. Roles and Responsibilities
    • Have you defined who does what in your team or consortium?
    • Does each partner bring clear added value?

Congratulations, you have completed the first step and created a project design and team. Take a moment to check carefully that your proposal meets the eligibility criteria if you are applying for funding. And then maybe take a break. Our fingers are crossed!

Let's think this first step of this Support Package through with an example:

In the FairCom project (funded in Austria), the team aimed to make online meetings more inclusive. They started by reviewing research and found several important diversity factors – like gender, age, education, language, and tech skills.

To understand user needs, they planned interviews, observations, and a survey. Based on the results, they held co-creation workshops with a diverse group, using personas and scenarios to design ideas for technical plug-ins.

They then built and tested a prototype with users, improved it based on feedback, and repeated the process. They also created guidelines for online moderators, which were tested and adapted.

That was their project plan:

project plan

Team Setup:

The team included:

  • a social sciences lead for research and user testing
  • a diversity expert to guide inclusion and reflection
  • a tech partner to build the plug-in
  • a UX design partner for co-creation
  • and a consultancy for online communication

All partners worked together on the funding proposal to bring in their expertise from the start.

FairCom (FFG Project Nr. FO999890502) received funding from the Austrian Research Promotion Agency FFG