Protection, gender and inclusion in emergencies: toolkit

Welcome to the protection, gender and inclusion (PGI) in emergencies toolkit!

This toolkit accompanies the IFRC Minimum standards on protection, gender and inclusions in emergencies (2018) and provides additional guidance to plan, implement and monitor those standards during an emergency response and recovery.

It is not intended that all tools will be used in each emergency response, rather this is a compendium of tools, which can be drawn on and adapted when required. The toolkit is organised in 4 chapters: 1. Overview, 2. Planning and assessment, 3. Implementation and 4. Monitoring, evaluation and reporting.

• The appropriate level of PGI expertise for each tool is given in (round brackets) after each tool. The definition of these terms can be found in the Introduction.
• The file format is given in [square brackets]. Some files are available as Word/Excel/Powerpoint for editing and adaptation to the local context.

1. Overview

This chapter provides a full overview of the purpose, functioning and contents of the PGI in emergencies toolkit

• Introduction and overview of the protection, gender and inclusion in emergencies toolkit

2. Planning and assessment

This chapter provides an overview and detailed tools to ensure planning and assessment incorporate PGI issues in sectors, and standalone. The tools will help you to ensure PGI considerations are well reflected through the Emergency Plan of Action (EPoA) and budget, collecting and managing PGI assessment data (including sex, age and disability disaggregated data), designing standalone or sectoral assessments and collect primary data though focus group discussions.

• Planning and Assessment overview (Novice) [pdf]
  • 2.0 PGI plan of arrival (Basic) [Excel]
  • 2.1 How to integrate PGI into an EPOA (Novice) [Word]
  • 2.2 PGI in EPOA – checklist and marker (Novice) [Word]
  • 2.3 PGI budget template (Novice) [Excel]
  • 2.4 PGI assessment and analysis guidance [pdf]
    • 2.4.1 PGI assessment question library – Excel file comprising 6 sheets of assessment questions:
      • Rapid secondary (desk-based) PGI analysis (Novice)
      • Rapid field-based PGI analysis (Experienced)
      • Sex, Age, Disability Disaggregated Data guidance (Novice)
      • Sectoral assessment questions (Basic)
      • PGI capacity assessment (Basic)
      • PSEA risk assessment (Experienced)
  • 2.5 Rapid PGI analysis template (Basic) [Word]
  • 2.6 PGI focus group discussion planning guide (Experienced) 

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3. Implementation

In emergency operations, it is important to ensure PGI Minimum Standards are mainstreamed in all active sectors. In addition, sometimes more specialised activities that protect people at risk of harm or exclusion are required.

• 3.0 PGI Briefs (Basic) [PPT]
  • Introduction to PGI
  • Sexual and Gender-Based Violence
  • Child Protection
  • Dignity, Access, Participation and Safety
  • Inclusion of people with disabilities
  • Gender and diversity
  • Trafficking of human beings
• 3.1 Guidance on basic steps for mainstreaming the PGI Minimum Standards in emergencies(Novice) [pdf]
• 3.2 Guidance on basic referral mapping and case management (Experienced) [pdf]
  • 3.2.1 Quality assurance checklist (Experienced) [Word]
  • 3.2.2 Referral mapping template (Experienced) [Word]
  • 3.2.3 Sample referral form (Experienced)  [Word]
  • 3.2.4 Case plan template (Specialized) [Word]
  • 3.2.5 Case monitoring plan template (Specialized) [Word]
  • 3.2.6 Case closure template (Specialized) [Word]
    • Sample SOP for protection cases
    • Sample referral pathway
• 3.3 Safe Space and DAPS centre guidance (Specialized) [pdf]
  • 3.3.1 Focus group questions for DAPS needs assessment (Specialized) [pdf]
  • 3.3.2 Monitoring and quality checklist (Specialized) [Word]
  • 3.3.3 Staff roles and responsibilities template (Specialized) [Word]
  • 3.3.4 Tips for safe DAPS centre recruitment (Specialized)  [pdf]
  • 3.3.5 Screening DAPS centre staff (Specialized) [pdf]
  • 3.3.6 DOs and DONTs for volunteers when working in DAPS Centre (Specialized) [Word]
  • 3.3.7 Registration and attendance templates (Specialized) [Excel]
  • 3.3.8 Taking care of DAPS centre staff and volunteers (Specialized) [Word]
  • 3.3.9 Transition to (exit or) recovery checklist (Specialized) [pdf]
• 3.4 PGI incident monitoring form (Experienced) [pdf] [Word]
• 3.5 PGI end of mission handover checklist (Novice) [pdf]
• 3.6 Guidance for PGI approach within recovery (Novice) [pdf]
  • Palang Merah Indonesia (PMI) Indonesia Earthquake and Tsunami Responses Multi Sector Recovery Assessment for Lombok and Sulawesi Operations (Novice) [zip]
  • Nepal Red Cross Society Assessment and Baseline Survey Guidance for Recovery Operation across 14 districts (Novice) [zip]

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4. Monitoring, evaluation and reporting

The tools contained in this section provide guidance on Monitoring, Evaluation and Reporting of PGI in Emergencies. These tools will help you to mainstream PGI into monitoring and evaluation processes, including designing indicators for PGI activities and guiding other sectors how to monitor PGI mainstreaming in their sector.

• 4.0 Monitoring and evaluation guidance for PGI in emergencies activities (Novice) [pdf]
• 4.1 PGI indicator database (Novice) [Excel]
• 4.2 PGI Minimum Standards sector scorecard (Novice) [Word]
  • Sample PGI in Mozambique ERU 2019 (Novice) [Excel]
  • Sample Real-Time Evaluation ToR Lombok (Novice) [Word]

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↓↓ In the link below you can download the entire toolkit. ↓↓

WARNING – the file is 25 MB in size and will take a long time to download, especially on a slow connection.