برنامج تدريبي في الموازنة المراعية للنوع الاجتماعي في ريكيافيك

نظرة عامة على البرنامج

Gender responsive budgeting (GRB) applies a gender lens to the whole budget cycle: how revenue is raised, how spending is planned and allocated, how programmes are delivered and how results are reported. It does not create a separate budget for women. It asks whether public money reaches the different needs of women, men, girls and boys, and whether allocations close or widen existing gaps.

The practice has moved from pilots to mainstream public financial management. The OECD reports that the number of its member countries practising gender budgeting rose from 12 in 2016 to 17 in 2018 and 23 in 2022. Since 2020 the PEFA programme has offered a Supplementary Framework for Assessing Gender Responsive Public Financial Management (PEFA Gender), with nine indicators that run from budget circulars to legislative scrutiny, and 32 national and subnational governments had applied it by early 2026.

Yet the gap between commitment and practice remains wide. UN Women’s monitoring of SDG indicator 5.c.1 shows that only around a quarter of reporting countries have systems to track and make public allocations for gender equality. A World Bank review of PEFA Gender results published in March 2026 found that gender impact analysis of new policies and legislative scrutiny of gender impacts were rated weak in most assessments, and that only a few governments tag gender-related spending.

This three-day programme in Reykjavik is designed for ministries of finance, planning and line ministries, municipalities, audit institutions and project teams that want to make gender analysis a routine part of budget preparation, execution and reporting. Iceland offers a working benchmark: gender budgeting has been practised there since 2009, it is required under the Public Finance Act No. 123/2015, and the City of Reykjavik applies gender analysis across its departments.

Risalat works with each participating institution to connect the sessions to its own budget calendar, data systems and reform commitments, so that teams leave with a costed, sequenced action plan rather than general awareness.

يعزز البرنامج القدرات المؤسسية في

• Gender analysis of budget policy proposals and new spending measures
• Gender-responsive budget circulars and call instructions
• Gender budget statements and budget proposal documentation
• Budget tagging and classification of gender equality expenditure
• Sex-disaggregated performance information for service delivery
• Gender-sensitive indicators in programme-based budgets
• Ex ante and ex post gender impact assessment
• Gender analysis of tax and transfer measures
• Gender-responsive public investment appraisal
• In-year monitoring and gender-responsive reporting
• Evaluation of the gender impacts of public services
• Legislative and audit scrutiny of gender budget information
• Use of the PEFA Gender framework for self-assessment
• Reporting on SDG indicator 5.c.1
• Coordination between finance ministries, line ministries and gender machinery
• Subnational and municipal gender budgeting
• Engagement with civil society and oversight bodies
• Reform sequencing and change management for GRB

The focus throughout is on building GRB into existing PFM processes and systems, so that it becomes part of how the budget is prepared rather than an extra reporting exercise.

The Growing Importance of Gender Responsive Budgeting

Finance ministries are being asked to show how budgets contribute to national gender equality commitments, the Beijing Platform for Action and SDG 5. Development partners are now financing this work directly. The Asian Development Bank approved a US$2 million technical assistance grant in November 2025 to strengthen GRB institutions and processes in six more Indian states, with a focus on sectors such as roads, energy and urban development. ADB is also supporting Uzbekistan’s Ministry of Economy and Finance on GRB, with pilot sectors proposed in September 2026 that include higher education, employment, agriculture, transport and water management.

The World Bank has prepared a project in Indonesia, Gender Equality and National Development through Gender Responsive PFM, aimed at improving how GRB is implemented, while UN Women’s Transformative Financing for Gender Equality programme supports national and local governments in Albania, Bosnia and Herzegovina, Kosovo, North Macedonia and Serbia. In the Philippines, the PFM reform roadmap launched with ADB in June 2026 drew on a 2025 PEFA assessment and a review of gender equality in PFM.

Iceland shows where the tools can lead. In 2024 it issued its first sovereign gender bond, a EUR 50 million placement under a financing framework annex that defines gender equality project categories such as affordable housing for low-income women and higher parental leave payments.

تحتاج المؤسسات بشكل متزايد إلى مهنيين قادرين على:

• Analysing how budget measures affect different groups of women and men
• Drafting gender requirements for budget circulars
• Designing and applying a gender budget tagging methodology
• Setting gender-sensitive objectives, indicators and targets
• Costing gender equality commitments in sector strategies
• Using sex-disaggregated data in allocation decisions
• Preparing a gender budget statement for the budget bill
• Assessing public investment projects for gender impact
• Preparing for or responding to a PEFA Gender assessment
• Reporting results under SDG indicator 5.c.1
• Briefing parliamentary budget committees on gender impacts
• Coordinating line ministries through a GRB steering structure
• Applying GRB at municipal and provincial level

Strong gender responsive budgeting systems help organisations:

• Direct resources to the groups and services where gaps are largest
• Improve the targeting and value for money of public spending
• Meet legal and policy commitments on equality
• Strengthen transparency and accountability to citizens
• Give parliaments better information for budget scrutiny
• Track progress on national strategies and SDG 5
• Access gender-linked financing from development partners and markets
• Avoid unintended negative effects of tax and spending decisions
• Build evidence for future reforms through evaluation

The common thread is integration: GRB works when it uses the same budget calendar, classification, performance framework and reporting cycle as the rest of PFM.

Who Should Attend This Gender Responsive Budgeting Training?

صُمم هذا البرنامج من أجل:

• Budget directors and budget analysts in ministries of finance
• Planning and policy officers in ministries of planning and economy
• Finance and planning units of line ministries
• Gender focal points and gender equality units
• National women’s machinery and equality commissions
• Municipal and provincial finance officers
• Performance budgeting and results-based management specialists
• وحدات إدارة الاستثمار العام
• Officials responsible for statistics and sex-disaggregated data
• Supreme audit institution staff and internal auditors
• موظفو مكاتب الموازنة البرلمانية واللجان
• Project implementation units of donor-financed PFM and social projects
• Staff of development partners supporting PFM and gender programmes
• Civil society budget monitoring organisations
• Gender consultants and researchers
• Sustainability and ESG finance professionals

Mixed teams from one institution, for example a budget analyst, a gender focal point and a line ministry planner, gain the most because the exercises follow a real budget cycle.

Gender Responsive Budgeting Training Objectives

Upon successful completion of this Gender Responsive Budgeting Training, participants will be able to:

• Explain the principles of GRB and its place in the PFM cycle
• Apply gender analysis to sector policies and budget proposals
• Distinguish gender equality, equity and intersectional analysis in practice
• Identify gender gaps using sex-disaggregated data
• Draft gender instructions for a budget circular
• Design gender-sensitive objectives and indicators for programme-based budgets
• Cost gender equality measures and estimate funding gaps
• Apply a budget tagging method and test it on real budget lines
• Prepare the outline of a gender budget statement
• Use the nine PEFA Gender indicators to assess their own system
• Monitor and evaluate the gender impact of spending
• Communicate GRB evidence to decision-makers and parliament
• Develop a sequenced GRB action plan for their institution

Each objective is linked to a session and a practical exercise, and participants test their progress against them in the pre-assessment and the final capstone.

محتوى البرنامج وهيكله

Gender Responsive Budgeting Training Methodology

The methodology is practical and uses participants’ own budget documents and data wherever possible.

يجمع البرنامج بين:

• عروض قصيرة للخبراء حول كل مرحلة من مراحل دورة الموازنة
• Analysis of real budget circulars and gender budget statements
• Hands-on tagging and costing exercises
• Case studies of financed GRB reforms
• Self-assessment using the PEFA Gender indicators
• Group work in mixed institutional teams
• Peer review of draft indicators and statements
• Role plays with budget committees and decision-makers
• Structured discussion of Iceland’s experience
• Reflection on intersectional and subnational issues
• Daily summaries and action points
• A capstone action plan presented to a mock steering committee

Templates and worked examples are provided in an editable format so that teams can adapt them on return. Facilitators bring experience of PFM reform and gender analysis in public institutions.

النتائج المتوقعة

Upon completion of this Gender Responsive Budgeting Training, participants will be able to:

• Lead or contribute to gender analysis of budget proposals
• Propose gender requirements for the next budget circular
• Apply and refine a gender budget tagging method
• Improve gender-sensitive indicators in performance budgets
• Draft sections of a gender budget statement
• Prepare for a PEFA Gender assessment or follow-up
• Strengthen reporting on SDG indicator 5.c.1
• Brief senior officials and parliamentarians on GRB evidence
• Implement a sequenced institutional GRB action plan

These outcomes support both national reform programmes and the requirements of development partners financing GRB and PFM work.

Institutional Application of Gender Responsive Budgeting Training

يدعم هذا البرنامج المؤسسات في تعزيز:

• Budget preparation procedures and circulars
• Programme and performance frameworks
• Expenditure classification and tagging
• إدارة الاستثمار العام
• Tax and transfer policy analysis
• Financial and performance reporting
• Monitoring and evaluation systems
• Statistical systems and sex-disaggregated data
• Internal and external audit coverage
• Parliamentary oversight of the budget
• Coordination across ministries and levels of government
• Engagement with civil society and citizens

يعود المشاركون بأدوات عملية لتحسين:

• Gender analysis checklists for budget proposals
• Budget circular gender instructions
• Tagging criteria and coding guides
• Indicator design templates
• Costing worksheets
• Gender budget statement outlines
• PEFA Gender self-assessment matrices
• Action plan and reform sequencing templates

Institutions that want to assess readiness before or after the programme can use Risalat’s free institutional capacity assessment and training needs assessment tools.

الأهمية الإقليمية والتطبيق

أوروبا

Most OECD countries practising gender budgeting are in Europe, and the Nordic countries share practices through regional cooperation. In the Western Balkans, UN Women’s Transformative Financing for Gender Equality programme works with national and local governments in five economies to apply GRB in PFM and in oversight bodies.

آسيا

ADB is financing subnational GRB in India through a US$2 million grant approved in 2025 and supporting Uzbekistan’s finance ministry on GRB reforms. Indonesia has a World Bank project focused on GRB implementation, and the Philippines has linked gender reviews to its PFM roadmap for 2024–2028.

أفريقيا

Rwanda is one of three gender responsive budgeting country case studies published by PEFA in September 2026, alongside the Philippines and Canada. Finance ministries in the region often face the same constraints reported elsewhere: limited staff time, technical expertise and links between tagging and real allocation decisions.

الشرق الأوسط

Governments in the region are building performance budgeting and statistical systems that create an entry point for gender analysis. The programme helps teams start with circulars, indicators and data before moving to tagging.

أمريكا اللاتينية

Subnational governments in the region are active users of PEFA Gender, with a 2026 assessment of the Mexican state of Chihuahua among the most recent published reports.

Across regions, the same nine PEFA Gender indicators provide a common language, which makes peer learning between participants from different countries practical.

لمحة عن البلد المضيف – آيسلندا

Reykjavik is a compact, safe capital with good conference facilities and an international airport at Keflavik. It gives participants a quiet setting to concentrate on technical work while seeing how a small public administration applies GRB in practice.

Iceland is a useful benchmark. It ranked first of 148 economies in the World Economic Forum’s Global Gender Gap Index 2025, with 92.6% of its gender gap closed. Gender budgeting has been practised since 2009 and is required under the Public Finance Act No. 123/2015. The Ministry of Finance and Economic Affairs leads a steering committee in which all ministries take part, line ministries assess the gender impact of their budget proposals, and an assessment of the budget’s overall gender impact is published with the budget bill. The City of Reykjavik applies gender budgeting across its departments, managed by its Department of Finance and Risk Management.

Iceland is part of the Schengen area. Participants who need a visa apply for a short-stay Schengen visa, often through another Schengen state’s embassy or a visa application centre where Iceland has no mission. Risalat provides invitation letters and visa guidance, and participants should apply early because winter schedules and processing times vary.

Gender Responsive Budgeting Training Deliverables

يحصل كل مشارك على حزمة كاملة من المواد والدعم قبل البرنامج وخلاله وبعده.

قبل البرنامج

• التقييم المسبق للمشاركين
• Gender Responsive Budgeting Readiness Assessment
• Gender Responsive Budgeting Resource Pack
• مواد قراءة تحضيرية
• دعم واستشارات مجانية بشأن التأشيرة
• الاستقبال من المطار والمساعدة عند الوصول
• إقامة مع الإفطار
• عشاء ترحيبي للتعارف

أثناء البرنامج

• حقيبة Risalat التدريبية (حقيبة، وقارورة، وكوب، وقميص، وقبعة، وغلاف جواز سفر، وأقلام، ودفتر، ومغناطيس وميدالية مفاتيح)
• Comprehensive Gender Responsive Budgeting Training Manual
• Gender Analysis Checklist for Budget Proposals
• Budget Circular Gender Instructions Template
• Gender Budget Tagging Coding Guide
• Gender-Sensitive Indicator Design Template
• Gender Budget Statement Outline
• PEFA Gender Self-Assessment Matrix
• ورش عمل عملية ومحاكاة
• مناقشات جماعية وتعلم من الأقران
• غداء ومرطبات يومية
• الاستفادة الكاملة من مرافق مكان التدريب
• جهاز Mini Pad / جهاز لوحي مزود بمواد تعليمية رقمية
• زيارة ميدانية (حسب الاقتضاء)
• جولة ترفيهية في المدينة

بعد البرنامج

• شهادة الإتمام
• جائزة Risalat تقديراً للمشاركة في البرنامج
• مواد مرجعية بعد التدريب
• Institutional GRB Action Plan Template
• GRB Reform Sequencing Toolkit
• الدعم بعد التدريب وإرشادات المتابعة
• تقرير البرنامج

Ministries, municipalities and project teams can request a tailored in-house version built around their own budget documents and reform plans through our request a proposal form.

Common Challenges in Gender Responsive Budgeting, And How This Training Helps

How can we start GRB when sex-disaggregated data are limited?

The first day covers data sources and practical ways to work with partial data, and the gap mapping workshop shows how to prioritise the data that matter most for budget decisions.

How do we move from gender tagging to real allocation decisions?

The OECD found that lack of impact on budget decisions is a common problem. The second day’s case study links tags to objectives and requires teams to justify a reallocation.

How can a finance ministry get line ministries to take part?

Sessions on budget circulars and Iceland’s steering committee model show how to make gender analysis part of standard submission requirements.

How should gender-sensitive indicators be designed?

The second day covers indicator design in programme-based budgets, with peer review of each team’s draft indicators.

How can parliaments and audit institutions use gender budget information?

PEFA Gender assessments often rate legislative scrutiny as weak. The third day covers what information to give committees and how auditors can include gender in performance audits.

How do we prepare for a PEFA Gender assessment?

The capstone uses the nine PEFA Gender indicators as a self-assessment tool, so teams know where they stand and what evidence assessors will request.

How can GRB be sustained with limited staff and expertise?

The reform sequencing session and the action plan focus on a realistic three-year path that builds on existing processes rather than adding new layers.

How can municipalities apply gender budgeting?

Reykjavik’s citywide approach and subnational PEFA Gender experience are used on the third day to show how local governments can start with service analysis and new projects.

الأسئلة الشائعة

Does gender responsive budgeting mean a separate budget for women?

No. GRB applies gender analysis to the whole budget so that revenue and spending decisions reflect the different needs of women, men, girls and boys.

Why is the programme held in Reykjavik?

Iceland has practised gender budgeting since 2009 and requires it under its Public Finance Act, and the City of Reykjavik applies it across departments, so participants learn from a working national and municipal model.

Is the PEFA Gender framework covered?

Yes. Participants use the nine PEFA Gender indicators to assess their own system in the capstone exercise and to plan reforms.

Who benefits most from attending?

Budget, planning and gender units from finance and line ministries, municipalities, audit institutions, parliamentary staff and project teams working on PFM or social sector reforms.

هل يمكن تقديم البرنامج داخل المؤسسة؟

Yes. Risalat can tailor the programme to an institution's own budget documents, data and reform plan and deliver it in-country or at another venue.

جميع البرامج في ريكيافيكالمزيد من برامج المحاسبة والمالية

المزيد من الدورات التدريبية في آيسلندا · جميع البرامج في أوروبا · تقويم التدريب الكامل