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Exploring
Concepts
of Gender
and Health
Exploring Concepts
of Gender and Health


   Women’s Health Bureau
      Health Canada




        June 2003
Our mission is to help the people of Canada maintain and improve their health.

                                                             — Health Canada

This publication is also available on the Internet at:
http://www.hc-sc.gc.ca/english/women/exploringconcepts.htm

Également disponible en français sous le titre :
Exploration des concepts liés à la santé et au sexe social

For more information, please contact:

Women’s Health Bureau
Health Canada
3rd floor, Jeanne Mance Building
Tunney’s Pasture
Postal Locator 1903C
Ottawa (Ontario) K1A 0K9
Phone: (613) 957-2721
Fax: (613) 952-3496
E-mail: women_femmes@hc-sc.gc.ca




Permission is granted for non-commercial reproduction on condition that there is clear acknowledgement of the
source in the following form: “Health Canada, 2003”.

Published under the authority of the Minister of Health.

© Health Canada, 2003

Catalogue No. H21-216/2003E-IN
ISBN 0-662-34144-9
Acknowledgements
The Women’s Health Bureau wishes to thank Ann Pederson, Olena Hankivsky, Marina Morrow,
Lorraine Greaves, Leslie Grant Timmins and Michelle Sotto at the British Columbia Centre of
Excellence for Women’s Health for their assistance in developing this guide. We would also like
to acknowledge Dr. Margrit Eichler for her extensive contribution to this and other gender-
based analysis initiatives at the Women’s Health Bureau. In addition, this project would not have
been possible without the assistance of Status of Women Canada and the many contributors
across Health Canada who provided substantial expertise and feedback.
Table of Contents
1. Gender-based Analysis – A Catalyst for Change............................................................ 1
     What Is Gender-based Analysis? ...................................................................................... 1
     Why Is Gender-based Analysis Important? ...................................................................... 1
     About This Guide ............................................................................................................. 2
     How Being Male or Female Affects Your Health...............................................................3

2. Foundations of Gender-based Analysis.......................................................................... 5
      Legal Foundations ............................................................................................................ 5
      International and Domestic Commitments ...................................................................... 5
      Health Canada Commitments .......................................................................................... 6

3. Key Concepts in Gender-based Analysis........................................................................ 8
      Sex .................................................................................................................................... 8
      Gender.............................................................................................................................. 8
      Formal and Substantive Equality...................................................................................... 8
      Diversity Analysis .............................................................................................................. 9
      Population Health............................................................................................................. 9
      Sex/Gender-sensitive Health Research............................................................................. 9
      Gender Mainstreaming..................................................................................................... 9

4. Integrating Gender-based Analysis into Research,
   Policy and Program Development ............................................................................... 10

5. The Research Process and Gender-based Analysis ...................................................... 12

6. Policy      and Program Development and Gender-based Analysis ................................... 16
       1.      Identify and Define the Policy Issue.......................................................................... 16
       2.      Define Goals and Outcomes..................................................................................... 17
       3.      Engage in Research and Consultation ...................................................................... 17
       4.      Develop and Analyze Options .................................................................................. 18
       5.      Implement and Communicate Policy and Program .................................................. 18
       6.      Evaluate Policy and Program .................................................................................... 19

7. Case Studies ................................................................................................................ 20
      Case Study #1 – A Research Case Study: Cardiovascular Disease ................................ 20
      Case Study #2 – Developing Performance Indicators and Measures for the
                          Mental Health System ......................................................................... 25
      Case Study #3 – Understanding Research on Violence ................................................. 28
      Case Study #4 – Tobacco Policy..................................................................................... 30



                                                                        Exploring Concepts of Gender and Health                    i
8. Conclusion.................................................................................................................... 34

 9. References ................................................................................................................... 35

10. Further Reading: Selected Documents and Guides on Gender-based Analysis........... 43

11. Selected Resources for Gender-based Analysis ........................................................... 48

Appendix 1 – Important Policies and Legislative Measures ................................................ 56
Appendix 2 – Gender-based Analysis and Social Trends..................................................... 59




         ii    Exploring Concepts of Gender and Health
Gender-based Analysis – A Catalyst
 1          for Change
Being male or female has a profound impact        account throughout the research, policy and
on our health status, as well as our access to    program development processes. Used
and use of health services. At Health Canada,     effectively and consistently, GBA “makes for
gender-based analysis (GBA) is being              good science and sound evidence by
integrated as a tool in the research-policy-      ensuring that biological and social differences
program development cycle to better               between women and men are brought into
illustrate how gender affects health              the foreground” (Health Canada, 2000b).
throughout the lifecycle—and to identify
opportunities to maintain and improve
the health of women and men, girls and                 GBA “makes for good science
boys in Canada. As such, GBA supports
the development of health research,
                                                            and sound evidence by
policies, programs and legislation that are             ensuring that biological and
fair and effective, and are consistent with
government commitments to gender equality                social differences between
(see Section 2).                                       women and men are brought
What Is Gender-based Analysis?                               into the foreground.”
GBA is a process that assesses the differential
impact of proposed and/or existing policies,
                                                  GBA can be used to understand issues
programs and legislation on women and men
                                                  concerning:
(Status of Women Canada, 1996). In the
context of health, the integrated use of GBA        • different population groups (e.g. First
throughout the research, policy and program           Nations, rural residents, seniors,
development processes can improve our                 immigrants, visible minorities, refugees)
understanding of sex and gender as                  • certain behaviours (e.g. tobacco use,
determinants of health, of their interaction          physical activity, violence, intravenous
with other determinants, and the                      drug use)
effectiveness of how we design and                  • the health care system (e.g. primary health
implement sex- and gender-sensitive policies          care, privatization, health reform)
and programs. Ultimately, GBA brings into           • diseases and illnesses (e.g. cardiovascular
view the influences, omissions and                    disease, cancer, HIV/AIDS, mental illness)
implications of our work.
                                                  Within Health Canada, GBA is designed to
Why Is Gender-based Analysis                      promote sound scientific research, and
Important?                                        provide relevant health information and
                                                  evidence, with the goal of enhancing health
A catalyst for change, GBA ensures that a
                                                  outcomes and strengthening health care.
gender equality perspective is taken into


                                                  Exploring Concepts of Gender and Health   1
Gender-based Analysis and the Population Health Approach
  GBA is consistent with Health Canada’s population health approach, which recognizes that
  health is determined not solely by health care and personal health choices, but also by
  other factors. Health Canada recognizes that the determinants of health, including income
  and social status, employment, education, social environments, physical environments,
  healthy child development, personal health practices and coping skills, health services,
  social support networks, biology and genetic endowment (sex), gender and culture, all
  influence health and Canadians access to, and benefits from, the health system.

  Population health strategies are designed to affect whole groups or populations of
  people—in the case of GBA, men and women. The interrelated conditions and factors
  that influence the health of the population over the lifespan are the focus of this approach.
  Systematic variations in their patterns of occurrence are identified and the resulting
  knowledge applied to improve health and well-being.




About This Guide
Exploring Concepts of Gender and Health               • case studies to demonstrate in concrete
advances Health Canada’s commitment to                  terms how GBA can be a catalyst for
fully implement GBA throughout the                      change
department. One of several capacity-building          • references and sources of further reading
tools developed by Health Canada’s Women’s            • a comprehensive list of information
Health Bureau, it suggests ways for                     and resources—provincial, national
researchers, policy analysts, program                   and international—related to gender
managers and decision makers to integrate               and health
GBA into their day-to-day work. This guide            • a discussion of GBA and social trends
includes:                                             • policies and measures that outline
 • an overview of government commitments                the basis for all Canadians to be
 • key concepts in GBA                                  treated equally
 • how to integrate GBA within the research-
   policy-program development cycle




       2    Exploring Concepts of Gender and Health
How Being Male or Female Affects Your Health

These examples illustrate how being male or female affects health, and suggest how this
information can lead to new questions and research. Some of the examples point to sex or
biologically based differences, while others refer to differences associated with gender—
the socially constructed roles ascribed to men and women.

Did you know?
 • The same drug can cause different reactions and different side effects in women and
   men—even common drugs like antihistamines and antibiotics (Makkar et al., 1993).

   Are all drugs to be used by both men and women tested for their potentially different
   effects on both sexes before seeking market approval?

 • Females are more likely than males to recover language ability after suffering a left-
   hemisphere stroke (Shaywitz et al., 1995).

   How can additional brain research help us improve the outcomes for men, based upon
   what we already know about how the female brain processes language?

 • During unprotected intercourse with an infected partner, women are two times more
   likely than men to contract a sexually transmitted infection and ten times more likely to
   contract HIV (Society for Women’s Health Research, 2001).

   What can be done to reduce women’s risk of contracting sexually transmitted
   infections?

 • The death rate from suicide is at least four times higher for men than it is for women.
   However, women are hospitalized for attempted suicide at about one and a half times
   the rate of men (source for both: Langlois and Morrison, 2002).

   Are there differences between men and women in how they respond to stress and
   reach out for help? What preventive measures can we take that are sensitive to these
   differences?




                                               Exploring Concepts of Gender and Health   3
• Women who smoke are 20 to 70 percent more likely to develop lung cancer than
  men who smoke the same number of cigarettes (Manton, 2000; Shriver et al., 2000).

  What is it about female physiology that accounts for this difference?

• For Aboriginal women, the rate of diabetes is five times higher than it is for all
  other women in Canada; for Aboriginal men, the rate is three times higher
  (Federal, Provincial and Territorial Advisory Committee on Population Health, 1999).

  How can programs aimed at decreasing the incidence of diabetes take this knowledge
  into account?

• In 2000, 70 percent of all persons aged 85 or over were female (Health Canada,
  2001b). While women live longer than men, they are more likely to suffer from long-
  term activity limitations and chronic conditions such as osteoporosis, arthritis and
  migraine headaches (Federal, Provincial and Territorial Advisory Committee on
  Population Health, 1999).

  How can policies and programs accommodate the health needs of the growing
  number of senior women in this country?




   4    Exploring Concepts of Gender and Health
Foundations of
  2              Gender-based Analysis
GBA builds on a number of domestic and                                to government-wide implementation of
international commitments to gender equality.                         gender-based analysis in the development of
                                                                      policies, programs and legislation. Chapter 3
Legal Foundations                                                     of the Federal Plan, “Improving the Health
                                                                      and Well-being of Women,” discussed issues
Gender equality in Canada is guaranteed
                                                                      pertinent to the health situation of women in
through the Constitution, under Sections 15(1)
                                                                      Canada and committed to the implementation
and 28 of the Canadian Charter of Rights and
                                                                      of a women’s health strategy.
Freedoms and by the many international
human rights instruments to which Canada
                                                                      Building on the foundation of actions taken
is signatory.
                                                                      under the Federal Plan, the federal
                                                                      government approved the Agenda for
International and Domestic
                                                                      Gender Equality in 2000 as a government-
Commitments
                                                                      wide initiative to advance women’s equality.
In 1981, Canada ratified the United Nations                           Key components include engendering current
Convention on the Elimination of All Forms of                         and new policy and program initiatives and
Discrimination Against Women, which outlines                          accelerating implementation of gender-based
women’s human rights through ensuring                                 analysis commitments. The Agenda for
women’s equal access to, and equal                                    Gender Equality is led by Status of Women
opportunities in, political and public life, as                       Canada, in cooperation with three other
well as education, health and employment.                             federal departments: Health Canada, the
                                                                      Department of Justice Canada and Human
In 1995, Canada adopted the United Nations                            Resources Development Canada.
Platform for Action, the concluding document
of the United Nations World Conference on                             Several federal departments have issued
Women in Beijing.1 It was at that conference                          formal gender-based analysis guidelines,
that the Government of Canada presented its                           including the Canadian International
national action plan to further advance the                           Development Agency, Human Resources
status of women. The Federal Plan for                                 Development Canada, the Department of
Gender Equality (1995–2000) states that all                           Justice Canada and Status of Women
subsequent legislation and policies will                              Canada.2 Health Canada’s commitment is
include, where appropriate, an analysis of                            embodied in the Women’s Health Strategy
the potential for differential impacts on                             (1999b) and Gender-based Analysis Policy
men and women. The first of the Federal                               (2000b).
Plan’s eight objectives made a commitment


1 http://www.un.org/womenwatch/daw/beijing/platform/declar.htm
2 For international, national and provincial resource information see Section 11 of this guide.




                                                                     Exploring Concepts of Gender and Health   5
Health Canada Commitments                                            The Gender-based Analysis Policy explains
                                                                     why and how Health Canada is integrating
Health Canada’s Women’s Health Strategy
                                                                     GBA into the day-to-day work of the
provides the framework for the department’s
                                                                     department.
approach to incorporating gender-based
analysis into its work.
                                                                     (For more detailed information about
                                                                     important policies and legislative measures,
                                                                     see Appendix 1.)
     The Women’s Health Strategy
     states that Health Canada will                                  Women’s Health Bureau
                                                                     In 1993, Health Canada established the
      apply GBA to programs and                                      Women’s Health Bureau to ensure that
        policies in key areas of the                                 women’s health concerns receive appropriate
                                                                     attention and emphasis within the
      department, including health                                   department. The Women’s Health Bureau is
              system modernization,                                  responsible for implementing the Women’s
                                                                     Health Strategy and Gender-based Analysis
              population health, risk                                Policy within Health Canada, and acts as the
                                                                     focal point for women’s health in the federal
               management, direct                                    government. The Bureau also manages the
              services and research.                                 Women’s Health Contribution Program to
                                                                     support policy research and education in
                                                                     women’s health.
The Women’s Health Strategy states that
Health Canada will apply GBA to programs                             Women’s Health Contribution Program
and policies in key areas of the department,                         Established in 1995, the Women’s Health
including health system modernization,                               Contribution Program (WHCP) currently
population health, risk management, direct                           provides support to four Centres of
services and research. Gender is recognized                          Excellence for Women’s Health, the
as a determinant of health, one of twelve                            Canadian Women’s Health Network and
within a population health approach (Health                          other initiatives.
Canada, 1999b). This recognition “supports
gender equality in the health system” (Health                        In 1996, the Centres of Excellence for
Canada, 2000b).                                                      Women’s Health were established to
                                                                     inform the policy process and narrow the
The Strategy supports the global recognition                         knowledge gap on sex, gender and the
that the health system should accord women                           other health determinants.3 The Centres are
and men equal “treatment,” in every sense                            multidisciplinary partnerships of academic and
of the word, and should strive to attain                             community researchers and community-based
equitable outcomes for both.                                         organizations. The Centres address the gaps

3 See Section 11 of this guide for contact information. Online information is available at http://www.cewh-cesf.ca




          6     Exploring Concepts of Gender and Health
in knowledge regarding the determinants of                           Health Canada also collaborates with the
health, with particular attention paid to the                        Canadian Institutes of Health Research
ways that sex and gender affect health and                           Institute of Gender and Health (IGH). The
interact with other determinants of health.                          IGH supports research to address how sex
                                                                     and gender interact with other factors that
The Canadian Women’s Health Network                                  influence health to create conditions and
(CWHN) represents more than 70                                       problems that are unique, more prevalent,
organizations from all provinces and                                 more serious or different with respect to risk
territories. CWHN supports communications                            factors or effective interventions for women
activities of the Centres of Excellence for                          and for men.4
Women’s Health and other WHCP initiatives,
and is the women’s health affiliate of the                           In addition to these government
Canadian Health Network, a nationally funded                         commitments and policies, several key
Internet-based service designed to improve                           concepts are important to understanding
access to accurate and reliable health                               GBA. These are discussed in the next section.
information.

Other initiatives: As well as specific research
projects such as the Aboriginal Women’s
Health and Healing Research Group, the
program also currently supports two working
groups: Women and Health Protection and
the National Coordinating Group on Health
Reform and Women.




4 For additional information on the Canadian Institutes of Health Research, see http://www.cihr.ca




                                                                   Exploring Concepts of Gender and Health   7
Key Concepts in
 3           Gender-based Analysis
The following definitions of key concepts             the relationship between them (Health
elaborate on those already adopted in                 Canada, 2000b). All societies are divided
Health Canada’s Gender-based Analysis                 along the “fault lines” of sex and gender
Policy (2000b).                                       (Papanek, 1984) such that men and women
                                                      are viewed differently with respect to their
SEX                                                   roles, responsibilities and opportunities,
                                                      with consequences for access to resources
Sex refers to the biological characteristics
                                                      and benefits.
such as anatomy (e.g. body size and shape)
and physiology (e.g. hormonal activity or
functioning of organs) that distinguish males
and females.                                                    The legal concept of
                                                         “substantive equality” reflects
To improve health status, we need evidence
on how sex differences (e.g. biochemical                   the importance of ensuring
pathways, hormones and metabolism) offer
                                                                not only equality of
insights into possible biological and genetic
differences in susceptibility to diseases                 opportunity but also equality
(e.g. heart disease, lung cancer) and
responses to treatment.                                     of outcome. GBA is about
                                                                substantive equality.
The health sector is slowly recognizing the
extent of anatomical and physiological
differences between males and females and
incorporating these differences in science and
                                                      Formal and Substantive Equality
treatment (e.g. in recognizing and treating           The term “equality” has usually been used
heart disease and in understanding the                to emphasize similarities between people.
different effects of anaesthetics) (Health            The legal concept of “formal equality”
Canada, 2000b).                                       requires that people in the same or similar
                                                      circumstances be treated the same.
GENDER                                                Historically, treating people equally was
                                                      understood to mean giving women and
Gender refers to the array of socially
                                                      men the same opportunities, services and
constructed roles and relationships,
                                                      programs. Sometimes, however, different
personality traits, attitudes, behaviours,
                                                      treatment may be required to achieve fairness
values, relative power and influence that
                                                      and justice when differences between people
society ascribes to the two sexes on a
                                                      cause disadvantages and inequality. The legal
differential basis. Gender is relational and
                                                      concept of “substantive equality” reflects the
refers not simply to women or men but to




       8    Exploring Concepts of Gender and Health
importance of ensuring not only equality of
opportunity but also equality of outcome.           Sex/Gender-sensitive
GBA is about substantive equality.                  Health Research
                                                    Sex/gender-sensitive health research
Diversity Analysis                                  investigates how sex interacts with gender to
Health Canada’s Gender-based Analysis Policy        create health conditions, living conditions and
(2000b) states that the GBA framework should        problems that are unique, more prevalent,
be overlaid with a diversity analysis. Diversity    more serious, or for which there are distinct
analysis is a process of examining ideas,           risk factors or interventions for women or
policies, programs and research to assess           men. It is possible to disaggregate data
their potentially different impact on specific      based on sex and/or gender without putting
groups of men and women, boys and girls.            the data in context. Similarly, a proper
Neither women nor men comprise                      analysis of sex-disaggregated data is
homogeneous groups. Class or socio-                 sometimes ignored in the development of
economic status, age, sexual orientation,           policy or programs emanating from research
gender identity, race, ethnicity, geographic        and evaluation. In contrast, sex/gender-
location, education, physical and mental            sensitive research entails a comprehensive
ability—among other things—may distinctly           analysis and assessment of the findings and
affect a specific group’s health needs,             the impact of recommendations on diverse
interests and concerns. Much research               groups of men and women.
remains to be done to identify important
differences and commonalities among men             Gender Mainstreaming
and among women with regard to health
                                                    The term “gender mainstreaming” came into
status, experiences of the health system,
                                                    widespread use through the United Nations
health behaviour and other determinants
                                                    Platform for Action (see footnote 1). It refers
of health.
                                                    to the integration of gender concerns into
                                                    policy making and research so that policies
Population Health                                   and programs reduce inequalities between
As described earlier in this guide, the             women and men (World Health Organization,
population health approach concerns itself          1998). Gender-based analysis is a gender
with the entire population or large subgroups       mainstreaming tool that assesses the
and rests on a body of research                     differential impact of proposed and/or
demonstrating that a combination of                 existing policies, programs and legislation
personal, social and economic factors, in           on women and men.
addition to health services, play an important
role in achieving and maintaining health.




                                                   Exploring Concepts of Gender and Health   9
Integrating Gender-based Analysis
  4             into Research, Policy and
                Program Development
Research, policy and program development                         substantive equality, responsiveness to
are inextricably linked. Through an iterative                    diversities and the meaningful engagement of
process, each builds on and constrains the                       a wide range of stakeholders at all stages of
other, depending on the other for accuracy,                      decision making. Depending on the policy
inclusiveness and acceptability. Gender bias in                  environment, priorities may change, but GBA
any of these activities has implications for the                 remains an integral dimension of government
others, as well as for the ultimate beneficiaries                decision making.
of the government’s initiatives—the women
and men, girls and boys of Canada.                               Integrating the gender perspective
                                                                 GBA is not an add-on, but is integrated into
                                                                 each step of the research-policy-program-
           The objectives of GBA
                                                                 development process.5 Consideration of sex
         are substantive equality,                               and gender allows for more meaning to be
                                                                 absorbed from the actions we take, the policy
      responsiveness to diversities                              instruments and research methods we
             and the meaningful                                  choose, the diverse groups of women and
                                                                 men we consult and our knowledge of the
     engagement of a wide range                                  determinants of health.

      of stakeholders at all stages
                                                                 Responding to diversity
             of decision making.                                 Gender does not operate in isolation, but
                                                                 in relation to other factors such as race,
                                                                 ethnicity, level of ability, age, sexual
The interlocking nature of these activities and
                                                                 orientation, gender identity, geographic
these contexts requires that GBA be a
                                                                 location and education. Therefore, GBA
constant thread in existing analyses or in a
                                                                 should also be overlaid with a diversity
strategy to be put into action only once
                                                                 analysis, which allows us to see how a
(Council of Europe, 1998). Done well, GBA
                                                                 program or policy may affect the distinct
systematically informs the processes of
                                                                 health needs of specific groups of women
conducting research and program evaluation,
                                                                 and men.
the outcomes of which determine policies,
programs and legislation. Its objectives are




5 For step-by-step suggestions about how to incorporate GBA into the research-policy-program development process,
 see Sections 5 and 6 of this guide.




        10      Exploring Concepts of Gender and Health
Understanding trends                              parameters of our actions, and our
As a contextualized tool, GBA considers the       understanding of health.
impact of past, current and emerging social
patterns and trends on sex and gender (see        Inclusive research and consultation
Appendix 2). Congruent with a population          GBA also increases substantive equality by
health approach, GBA recognizes that health       involving a wide range of stakeholders in
arises in the everyday conditions of life:        decision making and by using the widest
knowledge of these diverse conditions and         array of evidence possible. Opportunities for
social trends and how they change over time       citizens to talk with one another and with
is especially important for policy and program    decision makers lead to mutual learning,
development.                                      which, in turn, leads to more effective policy
                                                  (Policy Research Initiative, 2002). In research,
Incorporating GBA into government                 the use of both quantitative and qualitative
decision making                                   methods, and participatory methods that
GBA is, like most “new products,”                 involve those who are being researched in
incorporated into an already existing             setting the research question and vetting the
framework. In this case, the framework is         process and reporting of research, can
made up of dynamic and interlocking               significantly enrich our pictures of health.
processes and mechanisms used in                  Policy making and program planning are also
government decision making. We also               enriched by getting more people into the
need to consider historic events, current         picture to identify issues and suggest options.
government direction, length of the
government’s term in office, and prior policy     The next section of this guide suggests how
directions and commitments. These factors         to integrate GBA into the research process.
constrain or widen our perspective, the




                                                 Exploring Concepts of Gender and Health   11
The Research Process and
  5              Gender-based Analysis
Research is an important tool for reducing                            • failing to disaggregate data based on sex
gender biases in policy development and                               • failing to analyze sex-disaggregated data
program planning. The exclusion of sex and                            • failing to report the results of sex-
gender as variables in any type of health                               disaggregated data analyses
research is a serious omission that leads to                          • the relegation of qualitative data to a
problems of validity and generalizability,                              supplementary role, defining it as having
weaker clinical practice and less appropriate                           merely anecdotal value (Grant, 2002)
health care delivery (Greaves et al., 1999).
                                                                     Consideration of the following questions at
                                                                     each stage of the research process should
              Research needs to be                                   help reduce gender bias in the research
       conducted in ways that are                                    process.6

        sensitive to manifestations                                  Formulate Research Questions
      of sex and gender, or it may                                    • Does the research question exclude one
                                                                        sex when the conclusions are meant to
           perpetuate rather than                                       be applicable to both sexes? If yes,
               illuminate sex and                                       reformulate the question so that it is
                                                                        applicable to both sexes or so that it is
                  gender biases.                                        applicable to only one sex.
                                                                      • Does the research question exclude one
Research needs to be conducted in ways that                             sex in areas that are usually seen as
are sensitive to manifestations of sex and                              particularly relevant to the other, such as
gender, or it may perpetuate rather than                                family and reproductive issues in research
illuminate sex and gender biases. Research on                           about men or paid work in research about
sex, gender and health may also suffer from                             women? If yes, give attention to the role
significant shortcomings. These include:                                of the other sex.

 • treating sex like any other variable and                           • Does the research question take the male
   failing to put it into context                                       as the norm for both sexes, thereby
 • assumptions about gender neutrality and                              restricting the range of possible answers?
   the consequent failure to provide gender-                            If yes, reformulate the question to allow
   sensitive research                                                   for the theoretically possible range.
 • treating sex and gender as the same thing

6 This series of research questions is adapted from Dr. Margrit Eichler, “Moving Toward Equality: Improving the Health of All People:
 Recognizing and Eliminating Gender Bias in Health,” Health Canada (draft), Women’s Health Bureau, 2000c. Permission is granted
 for non-commercial reproduction of this adaptation on condition that Dr. Margrit Eichler is clearly acknowledged as the author. For
 a fuller discussion, refer to Dr. Margrit Eichler, Feminist Methodology, Current Sociology, April 1997, Vol. 45(2): 9–36.




         12     Exploring Concepts of Gender and Health
• Does the research question take the              • Does the literature address issues of
  family or household as the basic analytical        diversity among women and men? If no,
  unit when different consequences for               note the exclusions and limits of the
  women and men within the family or                 literature.
  household can be anticipated? If yes,
  change the question so that the unit of         Research Design
  analysis corresponds to the level at which
                                                   • If the phenomenon under investigation
  observations are made.
                                                     affects both sexes, does the research
• Is the research question different for the         design adequately represent both sexes?
  two sexes though their circumstances are           If no, include the under-represented or
  equivalent? If yes, reformulate the                excluded sex. If the balance of previous
  question.                                          research has largely excluded one sex, a
                                                     one-sex study may be highly appropriate.
• Does the research question assume that
  men and women are homogeneous                    • Of the major variables examined in the
  groups when the impact of the health               study, are they equally relevant to men
  issues being studied may be different for          and women? To women and men from a
  different groups of men and women? If              variety of diverse groups? Is the diversity
  yes, explore differences among the men             within subgroups identified and analyzed?
  and among the women, not just those                If no, correct the imbalances by including
  between the men and the women.                     variables that affect the under-represented
                                                     group.
• Does the research question construct men
  as actors and women as acted upon? If            • Does the study take into account the
  yes, explore the role of women as actors           potentially different life situations of men
  and of men as acted upon.                          and women? If no, explore the context in
                                                     a gender-sensitive manner.
Literature Review                                  • When dealing with issues that affect
• Does the phenomenon under                          families or household, is it possible that
  consideration affect both sexes? If so,            the event, issue, attribute, behaviour,
  does the literature give adequate                  experience or trait may be different for
  attention to each sex? If no, note the             different family members. If yes, identify
  under-represented or excluded sex.                 and study separately individual actors with
                                                     a view for potential gender differences.
• Have studies concerning family roles and
                                                     This may involve a drastic revision of the
  reproduction given adequate attention to
                                                     research design.
  the role of men? In all other studies in the
  literature being reviewed, has the role of       • Is the same research focus, method or
  women been given adequate attention?               approach used for both females and
  Are different types of families taken into         males? If not, is the different focus,
  account? If no, compensatory studies on            method or approach justified? If no,
  the under-represented or excluded sex              provide a detailed rationale.
  may be necessary before drawing
  conclusions.


                                                 Exploring Concepts of Gender and Health   13
• Is the sex of all participants in the study,       • Are data interpreted by taking males as
   including researchers and research staff,            the norm? If yes, take females as the norm
   reported and controlled for? If no, report           and compare the two.
   and control where possible and necessary.
                                                      • Are practices that abuse or subjugate
   Where not possible, acknowledge and
                                                        women or negate their human rights
   discuss the potential distorting effects
                                                        presented as culturally appropriate or
   of the sex of the various research
                                                        justified in the name of a supposedly
   participants.
                                                        higher value? If yes, describe and analyze
                                                        such practices but do not excuse or justify
Research Methods and                                    them.
Data Gathering
                                                      • Does the analysis pathologize normal
 • Has the research instrument been
                                                        female biological processes or normalize
   validated on diverse groups of both
                                                        male biological processes? If yes, create
   sexes? If different instruments are used
                                                        alternative accounts.
   without compelling reasons, develop an
   instrument that is applicable to both sexes        • Have the potentially different implications
   and to diverse groups of both sexes. If              for the two sexes of the particular
   different instruments are necessary, justify         situation, condition or event under
   their use in detail.                                 investigation been made explicit? If not,
                                                        make them explicit.
 • Does the research instrument take one sex
   (race, class, etc.) as the norm for both           • Are gender roles or identities presented
   sexes and thus restrict the range of                 in absolute terms? Are stereotypes
   possible answers? If yes, reformulate the            perpetuated? If yes, acknowledge gender
   instrument to allow for the theoretically            roles and identities as socially important
   possible range.                                      and historically grown, but make it clear
                                                        that they are neither necessary, natural or
 • Are opinions asked of one sex about the
                                                        normatively desirable.
   other treated as fact rather than opinion?
   If yes, reinterpret other-sex opinions as          • When both sexes are included, is equal
   statements of opinion and no more.                   attention given to female and male
                                                        responses? If no, create the appropriate
 • Are the same coding procedures used for              balance.
   males and females? If no, make coding
   procedures identical.                              Language of Research Reporting and
                                                      Research Proposals
Data Analysis and Interpretation                      • When both sexes are mentioned together
 • If only one sex is being considered, are             in a phrase, does one sex consistently
   conclusions nevertheless drawn in general            precede the other? If yes, alternate in
   terms? If yes, make conclusions sex-                 some manner.
   specific where only one sex is considered,         • Are any gender-specific terms used for
   or change the research design and                    generic purposes? If yes, use generic
   consider both sexes.                                 terms when referring to both sexes.


      14    Exploring Concepts of Gender and Health
• Are any generic terms used for gender-            • Are females and males depicted in
  specific situations? If yes, use sex-specific       stereotypical ways? If yes, eliminate the
  terms when referring to one sex.                    stereotypical representation and replace
                                                      with a more realistic one.
Visual Representations                              • Are men and women depicted in ways
                                                      that represent their diversity (e.g. images
• Are men and women appropriately
                                                      of visible minorities, of people with
  represented, given their relative
                                                      disabilities, of gay and lesbian couples)?
  importance with respect to the topic
                                                      If no, incorporate these and other facets
  under study (e.g. significance of the
                                                      of diversity into the images.
  problem for each sex, proportion of the
  population of each affected by the
  problem)? If no, correct the imbalance
  by fairly representing the excluded or
  under-represented sex.




                                                  Exploring Concepts of Gender and Health   15
Policy and Program Development
 6           and Gender-based Analysis
There are various models of policy and                These questions could be used to assess any
program development. This guide suggests              particular policy and program development
the following six stages of policy and program        model that is being used in a given situation.
development:
                                                      It is important to remember that the decision-
 1. Identify and define the policy issue
                                                      making environment alters what can be seen
 2. Define goals and outcomes
                                                      and the actions that can be taken. The
 3. Engage in research and consultation
                                                      processes that lead to the actions and
 4. Develop and analyze options
                                                      initiatives of policy and program development
 5. Implement and communicate policy
                                                      within this environment are dynamic and recur
    and program
                                                      over time.
 6. Evaluate policy and program

These stages are a simplified representation
                                                      1. Identify and Define the
of policy and program development and do
                                                         Policy Issue
not necessarily capture all of the subtleties of      The policy agenda is determined by a
these processes. In addition, it is assumed in        complex interplay of ideas and values that
this model that evaluation feeds back into            can be emotionally and ideologically laden
policy and program development to ensure              (Stone, 1989). Research is often the main tool
that subsequent policies and programs are             to detect current issues, problems and
evidence-based.                                       challenges in the field of health. Equally
                                                      important are events such as elections,
Overall, GBA integrated into policy and               disasters, critical current events and legal
program development models should address             decisions. Many players are involved in
these questions:                                      setting the agenda—government institutions,
                                                      individuals (politicians, bureaucrats,
 • Are differences in the contexts of the lives
                                                      academics, researchers, think tanks), interests
   of men and women, boys and girls
                                                      groups and the media.
   addressed?
 • Is the diversity within subgroups of
                                                      Questions to ask:
   women and men, girls and boys identified
   and analyzed?                                       • Is the issue or problem properly defined?
 • Are men and women engaged in the                    • Is it a health issue? If yes, how will the
   processes in meaningful ways to assess                issue be situated in the population health
   the impacts?                                          approach?
 • Are intended and unintended outcomes                • Is it under federal/provincial/territorial
   identified?                                           jurisdiction?
 • Are other social, political and economic            • Who has defined the issue and why?
   realities taken into account?                       • What evidence has been marshalled to
                                                         support this framing of the issue?


       16   Exploring Concepts of Gender and Health
• Has the issue been portrayed                    • Do you need additional information to
   comprehensively to reflect the needs of           do a full analysis of a policy or program?
   women and men, girls and boys?                  • If yes, how will you obtain this
 • What are the values, biases, knowledge            information? Possible sources include a
   and experiences at play in the framing of         literature search, the media, public
   this issue?                                       opinion data, non-governmental
 • Does this issue require policy analysis/          organizations, interest groups/advocacy
   development/further research?                     groups/community organizations,
                                                     policy documents/speeches from the
2. Define Goals and Outcomes                         throne, federal government research
                                                     committees, research organizations,
Once the issue or problem is thoroughly
                                                     academics, Statistics Canada, Health
understood, the next stage is to identify
                                                     Canada, Canadian Institute for Health
possible responses to it and to articulate
                                                     Information, etc.
these as goals and outcomes.
 • What are the stated goals of government
   in terms of the policy?                                Using the widest array of
 • What are the expected health outcomes
                                                          evidence is important in
   from the policy?
 • What will the activities be?                         developing solid programs
 • What are the indicators of success?
 • Who is the policy/program intended to
                                                            and effective policies.
   benefit?
 • What attempts have been made to                3. Engage in Research and
   remedy the issue or problem in the past?          Consultation
   What were some of the outcomes of these
                                                  Using the widest array of evidence is
   attempts? In what ways were these
                                                  important in developing solid programs and
   outcomes different for men and women,
                                                  effective policies. Comprehensive evidence
   boys and girls?
                                                  gathering includes both men and women in
 • What is the current proposal to solve the
                                                  the process of defining what needs to be
   problem? What assumptions are built into
                                                  researched, what is missing in evidence
   the policy (e.g. established priorities and
                                                  gathered to date, and how to interpret data.
   processes of department or division)?
                                                  Both quantitative and qualitative data are
 • How does the issue or problem affect men
                                                  required. Qualitative research complements
   and women (and boys and girls) and
                                                  and enlivens quantitative data, broadens the
   different groups of women and men (and
                                                  base for decision making and sharpens the
   girls and boys) differently (e.g. do the
                                                  picture we are able to take of the health of
   objectives of the policy or program make
                                                  the Canadian population.
   assumptions about the social roles of
   both sexes)?
                                                  (Note: As a vital and central part of GBA,
 • How can the equity interests of different
                                                  research is discussed in greater detail in
   groups be reconciled?
                                                  Section 5.)


                                                 Exploring Concepts of Gender and Health   17
with the current policy environment and
  Sources to Consult about GBA                        government objectives. Options should be
  Consultation with knowledgeable and                 assessed for their potentially adverse effects
  informed sources is also an important               and differential impact on women and men
  part of the research, policy and program            and diverse groups of women and men, girls
  development process. Sources that you               and boys. Future directions and research
  can consult include Health Canada’s                 needs (e.g. gaps in knowledge) should also
  Women’s Health Bureau, women’s health               be identified.
  organizations and a wide variety of
                                                       • What are the probable short- and long-
  governmental and non-governmental
                                                         term effects of the policy on men and
  organizations working in the field of
                                                         women, boys and girls? Are both sexes
  health, including those listed in the
                                                         treated with equal concern, respect and
  “Selected Resources for Gender-based
                                                         consideration? Is the diversity among
  Analysis” section of this guide.
                                                         men and women, boys and girls, being
                                                         considered?
Effective and meaningful consultation and              • How does your knowledge of the
involvement outside of government is                     attitudes of decision makers affect your
essential to enable Health Canada to fulfil its          recommendation?
legislative mandate, deliver programs, launch          • How have other government departments
new initiatives and build public trust. As               responded to this issue or problem? Is
noted by the Office of Consumer and Public               there an interdepartmental strategy that
Involvement at Health Canada, individuals                can be proposed?
and organizations become involved in public
policy decisions in a variety of capacities.          5. Implement and Communicate
There is a growing range of approaches to                Policy and Program
support meaningful participation: from a              This stage includes the adoption,
limited role in decision making to broader            implementation and communication of
participation, and from traditional public            recommendations. To ensure a coordinated
consultations to open-ended models of                 response, consultation with other
public involvement. Therefore, involvement            departments and/or the creation of
strategies must be designed deliberately, and         interdepartmental mechanisms may occur.
in collaboration with participants, taking into       It is critical that communication and
account the nature of the issue, the people           dissemination of the policy be gender-
who are interested in and affected by                 sensitive and reflect an awareness of other
decisions and the rationale for public                social differences.
involvement in decision making (Health
                                                       • Is timing a factor?
Canada, 2000d).
                                                       • How does the choice of media affect
                                                         dissemination to women, men and diverse
4. Develop and Analyze Options
                                                         groups of both?
This stage includes making realistic, evidence-        • How does language affect the
based recommendations that are congruent                 transmission of the message?



      18    Exploring Concepts of Gender and Health
• How are stakeholders involved (e.g. how         decision-making cycle, returning to the
   are you going to include program                agenda-setting stage.
   participants in the implementation)?
                                                    • How will the outcome of this policy or
 • How can other departments be involved
                                                      program be evaluated (including
   in the implementation?
                                                      monitoring and accountability)?
                                                    • What will the indicators be?
6. Evaluate Policy and Program                      • How will experiential knowledge and the
Evaluation research is designed to judge the          opinions of diverse groups of men and
merits of a government policy or program.             women, boys and girls, be drawn upon in
It includes the systematic collection, analysis       the evaluation?
and interpretation of information concerning        • How will the differential impacts of the
the need, design, implementation and impact           policy or program on women and men,
of public policy or a program (Hayes, 2001).          boys and girls be evaluated?
Evaluation, performance monitoring and              • Were goals met? Was policy administered
policy indicators help us to determine what           effectively? What should come next?
is and is not working, and for whom.                • What changes should be made in the
Evaluation reflects back upon policy and              policy or program so it is more responsive
program formulation and implementation,               to the needs of diverse groups of men
but points forward to the next round of the           and women?




                                                  Exploring Concepts of Gender and Health   19
Case Studies
  7
The effects of gender on health are seen in                            (Legato, 1998). Evidence-based research is
the context of employment, family life,                                required to understand and respond to the
education, longevity, health care treatment                            significant sex- and gender-based factors that
—indeed, in most areas of life. Without a                              combine to affect cardiovascular health. For
contextual analysis of data, distinctions in                           example, we are learning that sex-based
health status between women and men, girls                             factors affect the presentation of symptoms of
and boys, cannot be properly defined,                                  myocardial infarctions. Gender-related factors
policies and program development cannot                                affect when women and men seek treatment
be properly informed, and the distinct health                          as well as the responses of health
needs of diverse groups cannot be met.                                 practitioners to men and women presenting
                                                                       with cardiac symptoms (Schulman et al.,
The following four case studies illustrate how                         1999). The combined effects of sex and
dramatically different our understanding of                            gender, in interaction with other health
a health issue can be when GBA is not                                  determinants, affect health status, health
implemented and when it is. We will look at:                           system responses and eventual health
(1) cardiovascular disease; (2) mental health                          outcomes (Greaves et al., 1999).
in the specific context of developing
performance indicators and measures for the                            CVD, which includes myocardial infarction,
mental health system; (3) research on                                  ischemic heart disease, valvular heart disease,
violence; and (4) tobacco policy development.                          peripheral vascular disease, arrhythmias, high
                                                                       blood pressure and stroke, has a history of
Case Study #1                                                          being considered a men’s disease. It is only
A Research Case Study:                                                 very recently that CVD has been recognized
Cardiovascular Disease                                                 as the major cause of death in Canada for
                                                                       women as well as men (Heart and Stroke
Historically, considerations of sex and gender
                                                                       Foundation of Canada, 1999). One result is
differences have not been considered in
                                                                       that women are greatly under-represented in
research on most diseases. This omission has
                                                                       medical research related to cardiovascular
had far-reaching consequences for accurate
                                                                       disease (Heart and Stroke Foundation of
diagnosis, effective treatment and prevention
                                                                       Canada, 1997; Beery, 1995).
of cardiovascular disease (CVD) for women.7
                                                                       For example:
Using male norms and standards for CVD
                                                                        • Women were excluded from a large study
results in numerous and potentially fatal
                                                                           of aspirin as the primary preventative for
“pitfalls” in both diagnosis and treatment
                                                                           cardiovascular death in men (Steering


7 CVD is a critical issue to be addressed in Canadian society. In 1993, the direct costs of CVD (e.g. hospitals, physicians and drugs)
 were $7.27 billion. Indirect costs (e.g. costs related to mortality, long-term and short-term disability) were $12.7 billion. CVD is the
 largest cost category among all diagnostic categories in Canada (Moore et al., 1997).




         20      Exploring Concepts of Gender and Health
Committee of the Physicians’ Health               Some Examples of Sex and
   Study Research Group, 1989). Subsequent           Gender Differences in CVD
   to this research, women and men were
                                                     Risk Factors
   treated with aspirin for CVD. Data have
   since shown that aspirin is effective for this     • Age: Acute myocardial infarction and
   indication in men but not women                      ischemic heart disease become important
   (Hamilton, 1992; McAnally, Corn and                  health problems starting at age 45 for
   Hamilton, 1992).                                     men and 55 for women. Congestive heart
                                                        failure and stroke affect older individuals
 • A 1992 study in the Journal of the                   with much higher hospital admission rates
   American Medical Association found that              over age 75 for both women and men.
   women are excluded from 80% of the                   (Heart and Stroke Foundation, 1999).
   trials for myocardial infarction (Gurwitz,
   Col and Avorn, 1992). The authors                  • Hypertension: High blood pressure is a
   concluded that findings from the trials              major risk factor in cardiovascular disease
   could not be generalized to the patient              and is two to three times more common in
   population that experiences the most                 women than in men (Society for Women’s
   morbidity and mortality from acute                   Health Research, 1999).
   myocardial infarction—namely, women.
                                                      • Cholesterol levels: High levels of the
 • Doses of drugs given to women with heart             “bad” LDL (low-density lipoprotein)
   disease are often based on studies of                cholesterol are a risk factor for CVD for
   primarily middle-aged men even though                men. Low levels of the “good” HDL
   the hormonal status, average older age               (high-density lipoprotein) cholesterol
   and smaller body mass of women may                   may be a bigger risk factor for women
   affect drug concentrations, effectiveness,           (LaRosa, 1992; 2002).
   side effects and toxicity (Heart and Stroke
   Foundation of Canada, 1997).                       • Diabetes: Diabetes represents a greater
                                                        risk factor in CVD for women than for
From the current state of research, we have             men (Laurence and Weinhouse, 1997;
begun to identify some of the ways that                 Canadian Women’s Health Network,
sex/gender differences are relevant to risk             2001). The higher prevalence of diabetes
factors, symptoms and patterns of CVD,                  in Aboriginal women than in Aboriginal
and the implications these differences have             men compounds their risk of CVD.
for diagnosis and interventions, including
prevention for men and women. As well,                • Smoking: For women aged 50 or under
there are many lessons to be learned                    who smoke, the risk of dying from a heart
from CVD-related research in the past to                attack is three times greater than that of
ensure better health outcomes for women                 an ex-smoker. For women smokers aged
in the future.                                          35 or older and taking oral contraceptives,
                                                        the risk is higher still (Canadian Women’s
                                                        Health Network, 2001). We know that the



                                                    Exploring Concepts of Gender and Health   21
Advancing CVD Research and Knowledge
  Through the Heart Health Initiative, Health Canada works closely with provincial
  departments of health and more than 1,000 organizations in the public, private and
  voluntary sectors to support an integrated approach to reduce and prevent deaths and
  illness due to CVD. The First International Conference on Women, Heart Disease and
  Stroke, funded by Health Canada, was held in Victoria, British Columbia in May 2000 to
  increase awareness of the problem of heart disease and stroke in women. The conference
  highlighted current scientific advances, gaps in knowledge and research opportunities for
  CVD in women. The 2000 Victoria Declaration on Women, Heart Diseases and Stroke was
  released at the conference.8


     toxicants in tobacco affect many of                                    “healthy weight” (Canadian Women’s
     women’s biological systems differently                                 Health Network, 2001). Sex and gender
     from men’s, but not enough research has                                differences in relation to weight and body
     focused on the sex and gender specific                                 size need further research.
     impacts of tobacco on CVD. The increase
                                                                         • Ethnicity: Ethnicity and gender are
     in rates of smoking among young girls
                                                                           important factors in CVD. For example,
     between 1994 and 1997, (30%) compared
                                                                           Aboriginal women experience higher
     to 17% among young boys, is a cause for
                                                                           death rates than the general Canadian
     concern (Heart and Stroke Foundation of
                                                                           female population for both ischemic heart
     Canada, 1999).
                                                                           disease and stroke (Heart and Stroke
 • Inactivity: More women than men are                                     Foundation of Canada, 1999). There are
   physically inactive in the 15- to 24-year-                              also gender differences in CVD among
   old age group and in the over 65 age                                    South Asian and Black populations (Heart
   groups (Federal, Provincial and Territorial                             and Stroke Foundation of Canada, 1997).
   Advisory Committee on Population
                                                                         • Socio-economic Status and Stressors:
   Health, 1999; Heart and Stroke
                                                                           Poor education, lower income, family
   Foundation of Canada, 1999).
                                                                           responsibilities and impoverished
 • Weight and Body Size: An increase in                                    social connections uniquely predispose
   body fat, especially intra-abdominal fat, is                            women to disease and slow recovery
   associated with adverse blood cholesterol                               (Eaker, Pinsky and Castelli, 1992). Much
   levels, a higher incidence of CVD, insulin                              more research is needed on how
   resistance and breast cancer (Naimark,                                  exposure to particular stressors, over
   Ready and Lee, 2000). The risk of heart                                 the life cycle, affects CVD differently
   attack is three times higher in women who                               for women and men.
   are overweight than in those who have a

8 Not yet officially ratified, the 56-page declaration asks that five values—health as a fundamental human right, equity, solidarity in
 action, participation and accountability—be adopted by scientists, health advocacy groups, government agencies, the media and
 others to serve as the foundation for the development, implementation and evaluation of all policies, programs and services
 earmarked for improving women’s heart health. See http://www.cwhn.ca/resources/victoria_declaration/




         22      Exploring Concepts of Gender and Health
Symptoms and Patterns of Disease                      less likely than men to have invasive
 • The onset of heart disease typically               procedures such as coronary angiography,
   develops up to 10 years later in women’s           coronary angioplasty or coronary artery
   lives than in men’s (Heart and Stroke              bypass surgery (Maynard et al., 1992).
   Foundation of Canada, 1999).                    • During the past decade, heart attack
 • Some women have symptoms that are                 survival has improved due to
   different from those typically experienced        thrombolytics (clot-buster medicine) like
   by men. For example, chest pain is the            TPA and streptokinase. However, these
   most common symptom of heart attack               drugs appear to be given to women less
   for both women and men. However,                  often than men. Large studies have also
   studies show that women are more likely           found that women’s survival improves with
   to have subtle symptoms of heart attack,          these drugs, but not to the same extent
   such as indigestion, abdominal or mid-            as men’s, though the reason is unknown
   back pain, nausea and vomiting. More              (Women’s Heart Foundation,1999/2000).
   research is needed to explore the reasons       • In all age groups, hospitalization rates for
   for these differences and their clinical          ischemic heart disease are much higher
   implications (Society for Women’s Health          among men than women. The reasons
   Research, 2003; Doyal, 1998).                     for this are unclear (Heart and Stroke
 • Since it is still not well known that heart       Foundation of Canada, 1999).
   disease is the number one killer of women       • Women tend to have longer periods
   (Anderson, 2002), many women may be               of hospitalization for CVD-related
   ignoring the symptoms of heart disease            illnesses. The average length of stay
   and waiting too long to seek medical              for women is 13.1 days compared to
   help. This is compounded by physicians            11.4 days for men (Heart and Stroke
   who do not take the symptoms women                Foundation of Canada, 1999).
   present as serious. As a result, CVD in
                                                   • The majority (80%–90%) of heart
   women is often dismissed or overlooked
                                                     transplant recipients are male (Young,
   (Laurence and Weinhouse, 1997).
                                                     2000). More research is needed as to
                                                     the causes.
Diagnosis and Interventions
 • Few of the screening and diagnostic
                                                  Outcomes of CVD: Some Sex and
   tests available for heart disease (e.g.
                                                  Gender Differences
   electrocardiograms, exercise stress tests)
                                                   • During the first six months after an initial
   have been specifically tested on women,
                                                     heart attack, 31% of women and 23% of
   thus their efficacy is unknown (Collins,
                                                     men have a second heart attack (Society
   Bussell and Wenzel, 1996).
                                                     for the Advancement of Women’s
 • Some research suggests that women are             Health, 1997).
   not diagnosed and treated as aggressively
                                                   • Women fare less well than men following
   as men for CVD (Khan et al., 1990 in
                                                     myocardial infarction, coronary artery
   Laurence and Weinhouse, 1997, 85–110)
                                                     bypass graft surgery and coronary
   For example, in one study, women were


                                                 Exploring Concepts of Gender and Health   23
angioplasty (Women’s Heart Foundation,                  the development of programs and
   1999/2000; American Heart Association,                  services (Heart and Stroke Foundation
   2002).                                                  of Canada, 1997).
 • The number of CVD-related deaths                    • More research to investigate how other
   among women will likely surpass CVD-                  social determinants of health (e.g. income
   related deaths among men in the near                  and poverty, culture and racism) have an
   future. This is because women tend to live            impact on the development of CVD over
   longer than men and there are high CVD                a person’s life cycle and how these
   rates among older people (Heart and                   determinants can be addressed to
   Stroke Foundation of Canada, 1999).                   improve health outcomes for women
                                                         and men.
Recommendations
                                                      This CVD case study illustrates the need to
At a minimum, what is needed:
                                                      integrate an understanding of sex and gender
 • CVD health promotion and disease                   into research methods and analyses. Doing
   prevention programs that take into                 so can uncover and eliminate gender bias in
   account the differences in social roles            all stages of the research process, for
   between women and men. This includes               example, when:
   programs that address different barriers to
                                                       • formulating the research question
   smoking cessation, physical activity and
                                                       • assessing the literature reviewed
   healthy nutrition encountered by women
                                                       • designing the research methods
   and men.
                                                       • gathering, analysing and interpreting data
 • More research on the underlying                     • writing about research, by ensuring use of
   pathophysiology of heart disease and                  appropriate language, and
   stroke and how these differ for men and             • presenting non-stereotypical illustrations
   women. Research is also needed on the                 or other visual images to communicate
   effectiveness of prevention interventions.            research
   This will enhance the evidence base for


 Some Lessons from Research on Women
 For many years, women have been prescribed combined (estrogen and progestin) Hormone
 Replace Therapy (HRT) to relieve some symptoms of menopause, such as hot flashes. Earlier
 studies suggested that the use of HRT products might help to prevent heart disease in post-
 menopausal women. However, randomized clinical trials conducted as part of the Women’s
 Health Initiative in the U.S. were terminated in July 2002 after demonstrating that hormone
 therapy carries greater risks than benefits and should not be prescribed to women for
 prevention of heart attack, stroke or any other CVD disorder. In fact, HRT increases the risk of
 CVD, including stroke.

 Widespread prescription of HRT products to millions of women proceeded before clinical trials
 provided clear evidence of long-term safety and effectiveness in relation to CVD. This example
 reinforces the need for precaution in moving from limited research results to broad practice in
 large populations of women (Health Canada, 2002; National Institutes of Health, 2003).



      24    Exploring Concepts of Gender and Health
Case Study #2                                                       gender discrimination (Boyer, Ku and Shakir,
                                                                    1997). Although some mental health plans
Developing Performance Indicators
                                                                    and policy documents across Canada (e.g.
and Measures for the Mental
                                                                    Ministry of Health, the 1998 British Columbia
Health System
                                                                    Mental Health Plan) have begun to
Even when research has shown significant sex                        acknowledge the unique mental health
and gender differences in a health area, and                        experiences and needs of different groups of
this knowledge has been integrated into                             men and women, it has not translated into
policy statements, it may still not be reflected                    the use of GBA tools in mental health
in the tools that are designed to monitor and                       planning or in a commitment to gather data
assess the performance of the health system.                        disaggregated by sex and other variables
                                                                    (e.g. race, ethnicity, socio-economic status).
With regard to mental health, we know that
women more often than men are diagnosed                             A clear example of this is evident if
with affective disorders, personality disorders                     we examine a sample performance
and post-traumatic stress disorder (World                           monitoring tool.9 If we look at Framework A
Health Organization, 2000). Even when                               (see page 26), it is apparent that knowledge
women and men receive the same diagnoses                            about sex and gender and other diversity
(e.g. the rates of schizophrenia and bipolar                        variables that have an impact on mental health
disorder are the same for men and women),                           are not applied in the performance indicators.
the onset and course of the illness may differ
(Seeman, 1983). The onset of schizophrenia is                       Sex disaggregation of data, while not always
earlier in men and, for reasons that are not                        reported, is generally available to policy
fully understood, the course and outcome of                         makers, as are breakdowns by age, because
the disease are typically worse for men than                        the data are collected. But other data on
for women.                                                          diversity variables such as race, ethnicity and
                                                                    sexual orientation are not usually collected.
Mental health care treatment and access to                          Policy makers and program developers need
services are different for different groups of                      to think of ways to collect information that
consumers. For example, men predominate in                          can tell us more about the interaction and
long-term psychiatric institutions while women                      meanings of mental illness, race, ethnicity,
are more likely to use outpatient services                          culture and sexual orientation, among other
(Rhodes and Goering, 1994). Social and                              factors. Currently, such data collection raises
economic marginalization also affect mental                         ethical concerns that need to be carefully
health (World Health Organization, 2001).                           considered.
Populations with high rates of poverty and
communities that experience racism or other                         Three of the domains, indicators and
forms of social ostracism (e.g. homophobia                          measures adapted from a typical provincial
and ageism) are particularly at risk for mental                     performance monitoring tool, are described
health problems (Boyer, Ku and Shakir, 1997).                       in Framework A without GBA. Framework B
Women from these groups are especially                              (see page 27) follows with GBA incorporated
vulnerable to health problems because of                            into the same monitoring tool.

9 The tool presented in this example is adapted from a typical provincial performance monitoring tool.




                                                                  Exploring Concepts of Gender and Health   25
Framework A: A Performance Monitoring Tool for Mental Health Without
             Gender-based Analysis


        DOMAINE                       INDICATOR                           MEASURES
Access/Responsiveness        Service access                 – number and percent of persons with
                                                              serious illness (SMI) receiving one
                                                              insured treatment service per annum
                                                            – percent of persons with SMI receiving
                                                              community mental health services
Quality/Appropriateness Emergency psychiatry                – rate of acute care re-admissions
                        re-admission rates                    within 30, 60, 90 days of discharge
                                                            – rate of emergency presentations,
                                                              within 30, 60, 90 days of discharge
Outcomes (Population         Mortality ratios               – mortality rates for persons
& Consumer)                                                   receiving an insured health benefit
                                                              for schizophrenia and bipolar
                                                              disorder



If Framework A were used to assess the way            savings of almost $85,000 per person could
the system is functioning, important sex and          be achieved if earlier and accurate diagnosis
gender differences might be obscured or               were to occur.
missed altogether. For example, research has
shown that the diagnoses of borderline                Framework B corrects for this problem of
personality disorder (BPD) and disassociative         missed and delayed diagnosis by capturing
identity disorder (DID) are more often given          data on rates of acute care re-admissions by
to women; both of these diagnoses are                 sex and diagnosis. Although it may not
associated with extreme childhood sexual              correct entirely for misdiagnoses, if
abuse and trauma (O’Donohue and Greer,                Framework B were used it would be evident
1992). Research suggests that this population         that women with severe abuse and trauma
has difficulty accessing adequate services,           histories have a high rate of re-admissions.
and providers indicate that these women
repeatedly use emergency services (Morrow             Additionally, by including sex, gender,
and Chappell, 1999). One Canadian study               diagnoses and diversity (e.g. race, age,
that followed 15 women diagnosed with                 ethnicity, gender identity, ability) as
Multiple Personality Disorder (the older term         variables, more data are gathered that may
for DID) found that these women often go              help identify how the system is functioning
undiagnosed for over eight years (Ross and            differently (or the same) for diverse groups
Dua, 1993). The costs to the health system            of men and women.
are enormous: the authors estimate that




      26    Exploring Concepts of Gender and Health
Framework B: A Performance Monitoring Tool for Mental Health With
             Gender-based Analysis

      DOMAINE                   INDICATOR                          MEASURES
                                                       (note that sex disaggregated data
                                                      may be not be available in each case)
Access/Responsiveness    Service access by sex       – number and percent of men and
                         and other diversity           women with serious mental illness
                         variables                     (SMI) receiving one insured
                                                       treatment service per annum
                                                     – type of service accessed by men
                                                       and women by age, ethnicity,
                                                       sexual orientation, etc.
                                                     – percent of men and women with
                                                       SMI receiving community mental
                                                       health services
                                                     – survey of women’s service
                                                       organizations to find out the ways
                                                       in which they are supporting women
                                                       with SMI and to find out their
                                                       capacity to do this effectively
                                                     – survey of ethnic-specific and
                                                       settlement organizations supporting
                                                       people with SMI
                                                     – survey of gay, lesbian, bisexual
                                                       and transgender organizations
                                                       supporting people with SMI
Quality/Appropriateness Emergency psychiatry         – rate of acute care re-admissions by
                        re-admission rates by          sex and diagnosis within 30, 60,
                        sex, diagnosis and other       90 days of discharge
                        diversity variables          – rate of emergency presentations by
                                                       sex and diagnosis within 30, 60,
                                                       90 days of discharge

                         Diverse male and female     – satisfaction surveys, key informant
                         consumer perception of        interviews, focus groups
                         service appropriateness
                         The perception of service
                         appropriateness by
                         immigrant populations
                         and ethnic minorities
Outcomes (Population     Mortality ratios by sex and – mortality rates for men and women
& Consumer)              other diversity variables     receiving an insured health benefit
                                                       for schizophrenia and bipolar
                                                       disorder



                                             Exploring Concepts of Gender and Health   27
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Exploring concepts of gender and health

  • 2. Exploring Concepts of Gender and Health Women’s Health Bureau Health Canada June 2003
  • 3. Our mission is to help the people of Canada maintain and improve their health. — Health Canada This publication is also available on the Internet at: http://www.hc-sc.gc.ca/english/women/exploringconcepts.htm Également disponible en français sous le titre : Exploration des concepts liés à la santé et au sexe social For more information, please contact: Women’s Health Bureau Health Canada 3rd floor, Jeanne Mance Building Tunney’s Pasture Postal Locator 1903C Ottawa (Ontario) K1A 0K9 Phone: (613) 957-2721 Fax: (613) 952-3496 E-mail: women_femmes@hc-sc.gc.ca Permission is granted for non-commercial reproduction on condition that there is clear acknowledgement of the source in the following form: “Health Canada, 2003”. Published under the authority of the Minister of Health. © Health Canada, 2003 Catalogue No. H21-216/2003E-IN ISBN 0-662-34144-9
  • 4. Acknowledgements The Women’s Health Bureau wishes to thank Ann Pederson, Olena Hankivsky, Marina Morrow, Lorraine Greaves, Leslie Grant Timmins and Michelle Sotto at the British Columbia Centre of Excellence for Women’s Health for their assistance in developing this guide. We would also like to acknowledge Dr. Margrit Eichler for her extensive contribution to this and other gender- based analysis initiatives at the Women’s Health Bureau. In addition, this project would not have been possible without the assistance of Status of Women Canada and the many contributors across Health Canada who provided substantial expertise and feedback.
  • 5.
  • 6. Table of Contents 1. Gender-based Analysis – A Catalyst for Change............................................................ 1 What Is Gender-based Analysis? ...................................................................................... 1 Why Is Gender-based Analysis Important? ...................................................................... 1 About This Guide ............................................................................................................. 2 How Being Male or Female Affects Your Health...............................................................3 2. Foundations of Gender-based Analysis.......................................................................... 5 Legal Foundations ............................................................................................................ 5 International and Domestic Commitments ...................................................................... 5 Health Canada Commitments .......................................................................................... 6 3. Key Concepts in Gender-based Analysis........................................................................ 8 Sex .................................................................................................................................... 8 Gender.............................................................................................................................. 8 Formal and Substantive Equality...................................................................................... 8 Diversity Analysis .............................................................................................................. 9 Population Health............................................................................................................. 9 Sex/Gender-sensitive Health Research............................................................................. 9 Gender Mainstreaming..................................................................................................... 9 4. Integrating Gender-based Analysis into Research, Policy and Program Development ............................................................................... 10 5. The Research Process and Gender-based Analysis ...................................................... 12 6. Policy and Program Development and Gender-based Analysis ................................... 16 1. Identify and Define the Policy Issue.......................................................................... 16 2. Define Goals and Outcomes..................................................................................... 17 3. Engage in Research and Consultation ...................................................................... 17 4. Develop and Analyze Options .................................................................................. 18 5. Implement and Communicate Policy and Program .................................................. 18 6. Evaluate Policy and Program .................................................................................... 19 7. Case Studies ................................................................................................................ 20 Case Study #1 – A Research Case Study: Cardiovascular Disease ................................ 20 Case Study #2 – Developing Performance Indicators and Measures for the Mental Health System ......................................................................... 25 Case Study #3 – Understanding Research on Violence ................................................. 28 Case Study #4 – Tobacco Policy..................................................................................... 30 Exploring Concepts of Gender and Health i
  • 7. 8. Conclusion.................................................................................................................... 34 9. References ................................................................................................................... 35 10. Further Reading: Selected Documents and Guides on Gender-based Analysis........... 43 11. Selected Resources for Gender-based Analysis ........................................................... 48 Appendix 1 – Important Policies and Legislative Measures ................................................ 56 Appendix 2 – Gender-based Analysis and Social Trends..................................................... 59 ii Exploring Concepts of Gender and Health
  • 8. Gender-based Analysis – A Catalyst 1 for Change Being male or female has a profound impact account throughout the research, policy and on our health status, as well as our access to program development processes. Used and use of health services. At Health Canada, effectively and consistently, GBA “makes for gender-based analysis (GBA) is being good science and sound evidence by integrated as a tool in the research-policy- ensuring that biological and social differences program development cycle to better between women and men are brought into illustrate how gender affects health the foreground” (Health Canada, 2000b). throughout the lifecycle—and to identify opportunities to maintain and improve the health of women and men, girls and GBA “makes for good science boys in Canada. As such, GBA supports the development of health research, and sound evidence by policies, programs and legislation that are ensuring that biological and fair and effective, and are consistent with government commitments to gender equality social differences between (see Section 2). women and men are brought What Is Gender-based Analysis? into the foreground.” GBA is a process that assesses the differential impact of proposed and/or existing policies, GBA can be used to understand issues programs and legislation on women and men concerning: (Status of Women Canada, 1996). In the context of health, the integrated use of GBA • different population groups (e.g. First throughout the research, policy and program Nations, rural residents, seniors, development processes can improve our immigrants, visible minorities, refugees) understanding of sex and gender as • certain behaviours (e.g. tobacco use, determinants of health, of their interaction physical activity, violence, intravenous with other determinants, and the drug use) effectiveness of how we design and • the health care system (e.g. primary health implement sex- and gender-sensitive policies care, privatization, health reform) and programs. Ultimately, GBA brings into • diseases and illnesses (e.g. cardiovascular view the influences, omissions and disease, cancer, HIV/AIDS, mental illness) implications of our work. Within Health Canada, GBA is designed to Why Is Gender-based Analysis promote sound scientific research, and Important? provide relevant health information and evidence, with the goal of enhancing health A catalyst for change, GBA ensures that a outcomes and strengthening health care. gender equality perspective is taken into Exploring Concepts of Gender and Health 1
  • 9. Gender-based Analysis and the Population Health Approach GBA is consistent with Health Canada’s population health approach, which recognizes that health is determined not solely by health care and personal health choices, but also by other factors. Health Canada recognizes that the determinants of health, including income and social status, employment, education, social environments, physical environments, healthy child development, personal health practices and coping skills, health services, social support networks, biology and genetic endowment (sex), gender and culture, all influence health and Canadians access to, and benefits from, the health system. Population health strategies are designed to affect whole groups or populations of people—in the case of GBA, men and women. The interrelated conditions and factors that influence the health of the population over the lifespan are the focus of this approach. Systematic variations in their patterns of occurrence are identified and the resulting knowledge applied to improve health and well-being. About This Guide Exploring Concepts of Gender and Health • case studies to demonstrate in concrete advances Health Canada’s commitment to terms how GBA can be a catalyst for fully implement GBA throughout the change department. One of several capacity-building • references and sources of further reading tools developed by Health Canada’s Women’s • a comprehensive list of information Health Bureau, it suggests ways for and resources—provincial, national researchers, policy analysts, program and international—related to gender managers and decision makers to integrate and health GBA into their day-to-day work. This guide • a discussion of GBA and social trends includes: • policies and measures that outline • an overview of government commitments the basis for all Canadians to be • key concepts in GBA treated equally • how to integrate GBA within the research- policy-program development cycle 2 Exploring Concepts of Gender and Health
  • 10. How Being Male or Female Affects Your Health These examples illustrate how being male or female affects health, and suggest how this information can lead to new questions and research. Some of the examples point to sex or biologically based differences, while others refer to differences associated with gender— the socially constructed roles ascribed to men and women. Did you know? • The same drug can cause different reactions and different side effects in women and men—even common drugs like antihistamines and antibiotics (Makkar et al., 1993). Are all drugs to be used by both men and women tested for their potentially different effects on both sexes before seeking market approval? • Females are more likely than males to recover language ability after suffering a left- hemisphere stroke (Shaywitz et al., 1995). How can additional brain research help us improve the outcomes for men, based upon what we already know about how the female brain processes language? • During unprotected intercourse with an infected partner, women are two times more likely than men to contract a sexually transmitted infection and ten times more likely to contract HIV (Society for Women’s Health Research, 2001). What can be done to reduce women’s risk of contracting sexually transmitted infections? • The death rate from suicide is at least four times higher for men than it is for women. However, women are hospitalized for attempted suicide at about one and a half times the rate of men (source for both: Langlois and Morrison, 2002). Are there differences between men and women in how they respond to stress and reach out for help? What preventive measures can we take that are sensitive to these differences? Exploring Concepts of Gender and Health 3
  • 11. • Women who smoke are 20 to 70 percent more likely to develop lung cancer than men who smoke the same number of cigarettes (Manton, 2000; Shriver et al., 2000). What is it about female physiology that accounts for this difference? • For Aboriginal women, the rate of diabetes is five times higher than it is for all other women in Canada; for Aboriginal men, the rate is three times higher (Federal, Provincial and Territorial Advisory Committee on Population Health, 1999). How can programs aimed at decreasing the incidence of diabetes take this knowledge into account? • In 2000, 70 percent of all persons aged 85 or over were female (Health Canada, 2001b). While women live longer than men, they are more likely to suffer from long- term activity limitations and chronic conditions such as osteoporosis, arthritis and migraine headaches (Federal, Provincial and Territorial Advisory Committee on Population Health, 1999). How can policies and programs accommodate the health needs of the growing number of senior women in this country? 4 Exploring Concepts of Gender and Health
  • 12. Foundations of 2 Gender-based Analysis GBA builds on a number of domestic and to government-wide implementation of international commitments to gender equality. gender-based analysis in the development of policies, programs and legislation. Chapter 3 Legal Foundations of the Federal Plan, “Improving the Health and Well-being of Women,” discussed issues Gender equality in Canada is guaranteed pertinent to the health situation of women in through the Constitution, under Sections 15(1) Canada and committed to the implementation and 28 of the Canadian Charter of Rights and of a women’s health strategy. Freedoms and by the many international human rights instruments to which Canada Building on the foundation of actions taken is signatory. under the Federal Plan, the federal government approved the Agenda for International and Domestic Gender Equality in 2000 as a government- Commitments wide initiative to advance women’s equality. In 1981, Canada ratified the United Nations Key components include engendering current Convention on the Elimination of All Forms of and new policy and program initiatives and Discrimination Against Women, which outlines accelerating implementation of gender-based women’s human rights through ensuring analysis commitments. The Agenda for women’s equal access to, and equal Gender Equality is led by Status of Women opportunities in, political and public life, as Canada, in cooperation with three other well as education, health and employment. federal departments: Health Canada, the Department of Justice Canada and Human In 1995, Canada adopted the United Nations Resources Development Canada. Platform for Action, the concluding document of the United Nations World Conference on Several federal departments have issued Women in Beijing.1 It was at that conference formal gender-based analysis guidelines, that the Government of Canada presented its including the Canadian International national action plan to further advance the Development Agency, Human Resources status of women. The Federal Plan for Development Canada, the Department of Gender Equality (1995–2000) states that all Justice Canada and Status of Women subsequent legislation and policies will Canada.2 Health Canada’s commitment is include, where appropriate, an analysis of embodied in the Women’s Health Strategy the potential for differential impacts on (1999b) and Gender-based Analysis Policy men and women. The first of the Federal (2000b). Plan’s eight objectives made a commitment 1 http://www.un.org/womenwatch/daw/beijing/platform/declar.htm 2 For international, national and provincial resource information see Section 11 of this guide. Exploring Concepts of Gender and Health 5
  • 13. Health Canada Commitments The Gender-based Analysis Policy explains why and how Health Canada is integrating Health Canada’s Women’s Health Strategy GBA into the day-to-day work of the provides the framework for the department’s department. approach to incorporating gender-based analysis into its work. (For more detailed information about important policies and legislative measures, see Appendix 1.) The Women’s Health Strategy states that Health Canada will Women’s Health Bureau In 1993, Health Canada established the apply GBA to programs and Women’s Health Bureau to ensure that policies in key areas of the women’s health concerns receive appropriate attention and emphasis within the department, including health department. The Women’s Health Bureau is system modernization, responsible for implementing the Women’s Health Strategy and Gender-based Analysis population health, risk Policy within Health Canada, and acts as the focal point for women’s health in the federal management, direct government. The Bureau also manages the services and research. Women’s Health Contribution Program to support policy research and education in women’s health. The Women’s Health Strategy states that Health Canada will apply GBA to programs Women’s Health Contribution Program and policies in key areas of the department, Established in 1995, the Women’s Health including health system modernization, Contribution Program (WHCP) currently population health, risk management, direct provides support to four Centres of services and research. Gender is recognized Excellence for Women’s Health, the as a determinant of health, one of twelve Canadian Women’s Health Network and within a population health approach (Health other initiatives. Canada, 1999b). This recognition “supports gender equality in the health system” (Health In 1996, the Centres of Excellence for Canada, 2000b). Women’s Health were established to inform the policy process and narrow the The Strategy supports the global recognition knowledge gap on sex, gender and the that the health system should accord women other health determinants.3 The Centres are and men equal “treatment,” in every sense multidisciplinary partnerships of academic and of the word, and should strive to attain community researchers and community-based equitable outcomes for both. organizations. The Centres address the gaps 3 See Section 11 of this guide for contact information. Online information is available at http://www.cewh-cesf.ca 6 Exploring Concepts of Gender and Health
  • 14. in knowledge regarding the determinants of Health Canada also collaborates with the health, with particular attention paid to the Canadian Institutes of Health Research ways that sex and gender affect health and Institute of Gender and Health (IGH). The interact with other determinants of health. IGH supports research to address how sex and gender interact with other factors that The Canadian Women’s Health Network influence health to create conditions and (CWHN) represents more than 70 problems that are unique, more prevalent, organizations from all provinces and more serious or different with respect to risk territories. CWHN supports communications factors or effective interventions for women activities of the Centres of Excellence for and for men.4 Women’s Health and other WHCP initiatives, and is the women’s health affiliate of the In addition to these government Canadian Health Network, a nationally funded commitments and policies, several key Internet-based service designed to improve concepts are important to understanding access to accurate and reliable health GBA. These are discussed in the next section. information. Other initiatives: As well as specific research projects such as the Aboriginal Women’s Health and Healing Research Group, the program also currently supports two working groups: Women and Health Protection and the National Coordinating Group on Health Reform and Women. 4 For additional information on the Canadian Institutes of Health Research, see http://www.cihr.ca Exploring Concepts of Gender and Health 7
  • 15. Key Concepts in 3 Gender-based Analysis The following definitions of key concepts the relationship between them (Health elaborate on those already adopted in Canada, 2000b). All societies are divided Health Canada’s Gender-based Analysis along the “fault lines” of sex and gender Policy (2000b). (Papanek, 1984) such that men and women are viewed differently with respect to their SEX roles, responsibilities and opportunities, with consequences for access to resources Sex refers to the biological characteristics and benefits. such as anatomy (e.g. body size and shape) and physiology (e.g. hormonal activity or functioning of organs) that distinguish males and females. The legal concept of “substantive equality” reflects To improve health status, we need evidence on how sex differences (e.g. biochemical the importance of ensuring pathways, hormones and metabolism) offer not only equality of insights into possible biological and genetic differences in susceptibility to diseases opportunity but also equality (e.g. heart disease, lung cancer) and responses to treatment. of outcome. GBA is about substantive equality. The health sector is slowly recognizing the extent of anatomical and physiological differences between males and females and incorporating these differences in science and Formal and Substantive Equality treatment (e.g. in recognizing and treating The term “equality” has usually been used heart disease and in understanding the to emphasize similarities between people. different effects of anaesthetics) (Health The legal concept of “formal equality” Canada, 2000b). requires that people in the same or similar circumstances be treated the same. GENDER Historically, treating people equally was understood to mean giving women and Gender refers to the array of socially men the same opportunities, services and constructed roles and relationships, programs. Sometimes, however, different personality traits, attitudes, behaviours, treatment may be required to achieve fairness values, relative power and influence that and justice when differences between people society ascribes to the two sexes on a cause disadvantages and inequality. The legal differential basis. Gender is relational and concept of “substantive equality” reflects the refers not simply to women or men but to 8 Exploring Concepts of Gender and Health
  • 16. importance of ensuring not only equality of opportunity but also equality of outcome. Sex/Gender-sensitive GBA is about substantive equality. Health Research Sex/gender-sensitive health research Diversity Analysis investigates how sex interacts with gender to Health Canada’s Gender-based Analysis Policy create health conditions, living conditions and (2000b) states that the GBA framework should problems that are unique, more prevalent, be overlaid with a diversity analysis. Diversity more serious, or for which there are distinct analysis is a process of examining ideas, risk factors or interventions for women or policies, programs and research to assess men. It is possible to disaggregate data their potentially different impact on specific based on sex and/or gender without putting groups of men and women, boys and girls. the data in context. Similarly, a proper Neither women nor men comprise analysis of sex-disaggregated data is homogeneous groups. Class or socio- sometimes ignored in the development of economic status, age, sexual orientation, policy or programs emanating from research gender identity, race, ethnicity, geographic and evaluation. In contrast, sex/gender- location, education, physical and mental sensitive research entails a comprehensive ability—among other things—may distinctly analysis and assessment of the findings and affect a specific group’s health needs, the impact of recommendations on diverse interests and concerns. Much research groups of men and women. remains to be done to identify important differences and commonalities among men Gender Mainstreaming and among women with regard to health The term “gender mainstreaming” came into status, experiences of the health system, widespread use through the United Nations health behaviour and other determinants Platform for Action (see footnote 1). It refers of health. to the integration of gender concerns into policy making and research so that policies Population Health and programs reduce inequalities between As described earlier in this guide, the women and men (World Health Organization, population health approach concerns itself 1998). Gender-based analysis is a gender with the entire population or large subgroups mainstreaming tool that assesses the and rests on a body of research differential impact of proposed and/or demonstrating that a combination of existing policies, programs and legislation personal, social and economic factors, in on women and men. addition to health services, play an important role in achieving and maintaining health. Exploring Concepts of Gender and Health 9
  • 17. Integrating Gender-based Analysis 4 into Research, Policy and Program Development Research, policy and program development substantive equality, responsiveness to are inextricably linked. Through an iterative diversities and the meaningful engagement of process, each builds on and constrains the a wide range of stakeholders at all stages of other, depending on the other for accuracy, decision making. Depending on the policy inclusiveness and acceptability. Gender bias in environment, priorities may change, but GBA any of these activities has implications for the remains an integral dimension of government others, as well as for the ultimate beneficiaries decision making. of the government’s initiatives—the women and men, girls and boys of Canada. Integrating the gender perspective GBA is not an add-on, but is integrated into each step of the research-policy-program- The objectives of GBA development process.5 Consideration of sex are substantive equality, and gender allows for more meaning to be absorbed from the actions we take, the policy responsiveness to diversities instruments and research methods we and the meaningful choose, the diverse groups of women and men we consult and our knowledge of the engagement of a wide range determinants of health. of stakeholders at all stages Responding to diversity of decision making. Gender does not operate in isolation, but in relation to other factors such as race, ethnicity, level of ability, age, sexual The interlocking nature of these activities and orientation, gender identity, geographic these contexts requires that GBA be a location and education. Therefore, GBA constant thread in existing analyses or in a should also be overlaid with a diversity strategy to be put into action only once analysis, which allows us to see how a (Council of Europe, 1998). Done well, GBA program or policy may affect the distinct systematically informs the processes of health needs of specific groups of women conducting research and program evaluation, and men. the outcomes of which determine policies, programs and legislation. Its objectives are 5 For step-by-step suggestions about how to incorporate GBA into the research-policy-program development process, see Sections 5 and 6 of this guide. 10 Exploring Concepts of Gender and Health
  • 18. Understanding trends parameters of our actions, and our As a contextualized tool, GBA considers the understanding of health. impact of past, current and emerging social patterns and trends on sex and gender (see Inclusive research and consultation Appendix 2). Congruent with a population GBA also increases substantive equality by health approach, GBA recognizes that health involving a wide range of stakeholders in arises in the everyday conditions of life: decision making and by using the widest knowledge of these diverse conditions and array of evidence possible. Opportunities for social trends and how they change over time citizens to talk with one another and with is especially important for policy and program decision makers lead to mutual learning, development. which, in turn, leads to more effective policy (Policy Research Initiative, 2002). In research, Incorporating GBA into government the use of both quantitative and qualitative decision making methods, and participatory methods that GBA is, like most “new products,” involve those who are being researched in incorporated into an already existing setting the research question and vetting the framework. In this case, the framework is process and reporting of research, can made up of dynamic and interlocking significantly enrich our pictures of health. processes and mechanisms used in Policy making and program planning are also government decision making. We also enriched by getting more people into the need to consider historic events, current picture to identify issues and suggest options. government direction, length of the government’s term in office, and prior policy The next section of this guide suggests how directions and commitments. These factors to integrate GBA into the research process. constrain or widen our perspective, the Exploring Concepts of Gender and Health 11
  • 19. The Research Process and 5 Gender-based Analysis Research is an important tool for reducing • failing to disaggregate data based on sex gender biases in policy development and • failing to analyze sex-disaggregated data program planning. The exclusion of sex and • failing to report the results of sex- gender as variables in any type of health disaggregated data analyses research is a serious omission that leads to • the relegation of qualitative data to a problems of validity and generalizability, supplementary role, defining it as having weaker clinical practice and less appropriate merely anecdotal value (Grant, 2002) health care delivery (Greaves et al., 1999). Consideration of the following questions at each stage of the research process should Research needs to be help reduce gender bias in the research conducted in ways that are process.6 sensitive to manifestations Formulate Research Questions of sex and gender, or it may • Does the research question exclude one sex when the conclusions are meant to perpetuate rather than be applicable to both sexes? If yes, illuminate sex and reformulate the question so that it is applicable to both sexes or so that it is gender biases. applicable to only one sex. • Does the research question exclude one Research needs to be conducted in ways that sex in areas that are usually seen as are sensitive to manifestations of sex and particularly relevant to the other, such as gender, or it may perpetuate rather than family and reproductive issues in research illuminate sex and gender biases. Research on about men or paid work in research about sex, gender and health may also suffer from women? If yes, give attention to the role significant shortcomings. These include: of the other sex. • treating sex like any other variable and • Does the research question take the male failing to put it into context as the norm for both sexes, thereby • assumptions about gender neutrality and restricting the range of possible answers? the consequent failure to provide gender- If yes, reformulate the question to allow sensitive research for the theoretically possible range. • treating sex and gender as the same thing 6 This series of research questions is adapted from Dr. Margrit Eichler, “Moving Toward Equality: Improving the Health of All People: Recognizing and Eliminating Gender Bias in Health,” Health Canada (draft), Women’s Health Bureau, 2000c. Permission is granted for non-commercial reproduction of this adaptation on condition that Dr. Margrit Eichler is clearly acknowledged as the author. For a fuller discussion, refer to Dr. Margrit Eichler, Feminist Methodology, Current Sociology, April 1997, Vol. 45(2): 9–36. 12 Exploring Concepts of Gender and Health
  • 20. • Does the research question take the • Does the literature address issues of family or household as the basic analytical diversity among women and men? If no, unit when different consequences for note the exclusions and limits of the women and men within the family or literature. household can be anticipated? If yes, change the question so that the unit of Research Design analysis corresponds to the level at which • If the phenomenon under investigation observations are made. affects both sexes, does the research • Is the research question different for the design adequately represent both sexes? two sexes though their circumstances are If no, include the under-represented or equivalent? If yes, reformulate the excluded sex. If the balance of previous question. research has largely excluded one sex, a one-sex study may be highly appropriate. • Does the research question assume that men and women are homogeneous • Of the major variables examined in the groups when the impact of the health study, are they equally relevant to men issues being studied may be different for and women? To women and men from a different groups of men and women? If variety of diverse groups? Is the diversity yes, explore differences among the men within subgroups identified and analyzed? and among the women, not just those If no, correct the imbalances by including between the men and the women. variables that affect the under-represented group. • Does the research question construct men as actors and women as acted upon? If • Does the study take into account the yes, explore the role of women as actors potentially different life situations of men and of men as acted upon. and women? If no, explore the context in a gender-sensitive manner. Literature Review • When dealing with issues that affect • Does the phenomenon under families or household, is it possible that consideration affect both sexes? If so, the event, issue, attribute, behaviour, does the literature give adequate experience or trait may be different for attention to each sex? If no, note the different family members. If yes, identify under-represented or excluded sex. and study separately individual actors with a view for potential gender differences. • Have studies concerning family roles and This may involve a drastic revision of the reproduction given adequate attention to research design. the role of men? In all other studies in the literature being reviewed, has the role of • Is the same research focus, method or women been given adequate attention? approach used for both females and Are different types of families taken into males? If not, is the different focus, account? If no, compensatory studies on method or approach justified? If no, the under-represented or excluded sex provide a detailed rationale. may be necessary before drawing conclusions. Exploring Concepts of Gender and Health 13
  • 21. • Is the sex of all participants in the study, • Are data interpreted by taking males as including researchers and research staff, the norm? If yes, take females as the norm reported and controlled for? If no, report and compare the two. and control where possible and necessary. • Are practices that abuse or subjugate Where not possible, acknowledge and women or negate their human rights discuss the potential distorting effects presented as culturally appropriate or of the sex of the various research justified in the name of a supposedly participants. higher value? If yes, describe and analyze such practices but do not excuse or justify Research Methods and them. Data Gathering • Does the analysis pathologize normal • Has the research instrument been female biological processes or normalize validated on diverse groups of both male biological processes? If yes, create sexes? If different instruments are used alternative accounts. without compelling reasons, develop an instrument that is applicable to both sexes • Have the potentially different implications and to diverse groups of both sexes. If for the two sexes of the particular different instruments are necessary, justify situation, condition or event under their use in detail. investigation been made explicit? If not, make them explicit. • Does the research instrument take one sex (race, class, etc.) as the norm for both • Are gender roles or identities presented sexes and thus restrict the range of in absolute terms? Are stereotypes possible answers? If yes, reformulate the perpetuated? If yes, acknowledge gender instrument to allow for the theoretically roles and identities as socially important possible range. and historically grown, but make it clear that they are neither necessary, natural or • Are opinions asked of one sex about the normatively desirable. other treated as fact rather than opinion? If yes, reinterpret other-sex opinions as • When both sexes are included, is equal statements of opinion and no more. attention given to female and male responses? If no, create the appropriate • Are the same coding procedures used for balance. males and females? If no, make coding procedures identical. Language of Research Reporting and Research Proposals Data Analysis and Interpretation • When both sexes are mentioned together • If only one sex is being considered, are in a phrase, does one sex consistently conclusions nevertheless drawn in general precede the other? If yes, alternate in terms? If yes, make conclusions sex- some manner. specific where only one sex is considered, • Are any gender-specific terms used for or change the research design and generic purposes? If yes, use generic consider both sexes. terms when referring to both sexes. 14 Exploring Concepts of Gender and Health
  • 22. • Are any generic terms used for gender- • Are females and males depicted in specific situations? If yes, use sex-specific stereotypical ways? If yes, eliminate the terms when referring to one sex. stereotypical representation and replace with a more realistic one. Visual Representations • Are men and women depicted in ways that represent their diversity (e.g. images • Are men and women appropriately of visible minorities, of people with represented, given their relative disabilities, of gay and lesbian couples)? importance with respect to the topic If no, incorporate these and other facets under study (e.g. significance of the of diversity into the images. problem for each sex, proportion of the population of each affected by the problem)? If no, correct the imbalance by fairly representing the excluded or under-represented sex. Exploring Concepts of Gender and Health 15
  • 23. Policy and Program Development 6 and Gender-based Analysis There are various models of policy and These questions could be used to assess any program development. This guide suggests particular policy and program development the following six stages of policy and program model that is being used in a given situation. development: It is important to remember that the decision- 1. Identify and define the policy issue making environment alters what can be seen 2. Define goals and outcomes and the actions that can be taken. The 3. Engage in research and consultation processes that lead to the actions and 4. Develop and analyze options initiatives of policy and program development 5. Implement and communicate policy within this environment are dynamic and recur and program over time. 6. Evaluate policy and program These stages are a simplified representation 1. Identify and Define the of policy and program development and do Policy Issue not necessarily capture all of the subtleties of The policy agenda is determined by a these processes. In addition, it is assumed in complex interplay of ideas and values that this model that evaluation feeds back into can be emotionally and ideologically laden policy and program development to ensure (Stone, 1989). Research is often the main tool that subsequent policies and programs are to detect current issues, problems and evidence-based. challenges in the field of health. Equally important are events such as elections, Overall, GBA integrated into policy and disasters, critical current events and legal program development models should address decisions. Many players are involved in these questions: setting the agenda—government institutions, individuals (politicians, bureaucrats, • Are differences in the contexts of the lives academics, researchers, think tanks), interests of men and women, boys and girls groups and the media. addressed? • Is the diversity within subgroups of Questions to ask: women and men, girls and boys identified and analyzed? • Is the issue or problem properly defined? • Are men and women engaged in the • Is it a health issue? If yes, how will the processes in meaningful ways to assess issue be situated in the population health the impacts? approach? • Are intended and unintended outcomes • Is it under federal/provincial/territorial identified? jurisdiction? • Are other social, political and economic • Who has defined the issue and why? realities taken into account? • What evidence has been marshalled to support this framing of the issue? 16 Exploring Concepts of Gender and Health
  • 24. • Has the issue been portrayed • Do you need additional information to comprehensively to reflect the needs of do a full analysis of a policy or program? women and men, girls and boys? • If yes, how will you obtain this • What are the values, biases, knowledge information? Possible sources include a and experiences at play in the framing of literature search, the media, public this issue? opinion data, non-governmental • Does this issue require policy analysis/ organizations, interest groups/advocacy development/further research? groups/community organizations, policy documents/speeches from the 2. Define Goals and Outcomes throne, federal government research committees, research organizations, Once the issue or problem is thoroughly academics, Statistics Canada, Health understood, the next stage is to identify Canada, Canadian Institute for Health possible responses to it and to articulate Information, etc. these as goals and outcomes. • What are the stated goals of government in terms of the policy? Using the widest array of • What are the expected health outcomes evidence is important in from the policy? • What will the activities be? developing solid programs • What are the indicators of success? • Who is the policy/program intended to and effective policies. benefit? • What attempts have been made to 3. Engage in Research and remedy the issue or problem in the past? Consultation What were some of the outcomes of these Using the widest array of evidence is attempts? In what ways were these important in developing solid programs and outcomes different for men and women, effective policies. Comprehensive evidence boys and girls? gathering includes both men and women in • What is the current proposal to solve the the process of defining what needs to be problem? What assumptions are built into researched, what is missing in evidence the policy (e.g. established priorities and gathered to date, and how to interpret data. processes of department or division)? Both quantitative and qualitative data are • How does the issue or problem affect men required. Qualitative research complements and women (and boys and girls) and and enlivens quantitative data, broadens the different groups of women and men (and base for decision making and sharpens the girls and boys) differently (e.g. do the picture we are able to take of the health of objectives of the policy or program make the Canadian population. assumptions about the social roles of both sexes)? (Note: As a vital and central part of GBA, • How can the equity interests of different research is discussed in greater detail in groups be reconciled? Section 5.) Exploring Concepts of Gender and Health 17
  • 25. with the current policy environment and Sources to Consult about GBA government objectives. Options should be Consultation with knowledgeable and assessed for their potentially adverse effects informed sources is also an important and differential impact on women and men part of the research, policy and program and diverse groups of women and men, girls development process. Sources that you and boys. Future directions and research can consult include Health Canada’s needs (e.g. gaps in knowledge) should also Women’s Health Bureau, women’s health be identified. organizations and a wide variety of • What are the probable short- and long- governmental and non-governmental term effects of the policy on men and organizations working in the field of women, boys and girls? Are both sexes health, including those listed in the treated with equal concern, respect and “Selected Resources for Gender-based consideration? Is the diversity among Analysis” section of this guide. men and women, boys and girls, being considered? Effective and meaningful consultation and • How does your knowledge of the involvement outside of government is attitudes of decision makers affect your essential to enable Health Canada to fulfil its recommendation? legislative mandate, deliver programs, launch • How have other government departments new initiatives and build public trust. As responded to this issue or problem? Is noted by the Office of Consumer and Public there an interdepartmental strategy that Involvement at Health Canada, individuals can be proposed? and organizations become involved in public policy decisions in a variety of capacities. 5. Implement and Communicate There is a growing range of approaches to Policy and Program support meaningful participation: from a This stage includes the adoption, limited role in decision making to broader implementation and communication of participation, and from traditional public recommendations. To ensure a coordinated consultations to open-ended models of response, consultation with other public involvement. Therefore, involvement departments and/or the creation of strategies must be designed deliberately, and interdepartmental mechanisms may occur. in collaboration with participants, taking into It is critical that communication and account the nature of the issue, the people dissemination of the policy be gender- who are interested in and affected by sensitive and reflect an awareness of other decisions and the rationale for public social differences. involvement in decision making (Health • Is timing a factor? Canada, 2000d). • How does the choice of media affect dissemination to women, men and diverse 4. Develop and Analyze Options groups of both? This stage includes making realistic, evidence- • How does language affect the based recommendations that are congruent transmission of the message? 18 Exploring Concepts of Gender and Health
  • 26. • How are stakeholders involved (e.g. how decision-making cycle, returning to the are you going to include program agenda-setting stage. participants in the implementation)? • How will the outcome of this policy or • How can other departments be involved program be evaluated (including in the implementation? monitoring and accountability)? • What will the indicators be? 6. Evaluate Policy and Program • How will experiential knowledge and the Evaluation research is designed to judge the opinions of diverse groups of men and merits of a government policy or program. women, boys and girls, be drawn upon in It includes the systematic collection, analysis the evaluation? and interpretation of information concerning • How will the differential impacts of the the need, design, implementation and impact policy or program on women and men, of public policy or a program (Hayes, 2001). boys and girls be evaluated? Evaluation, performance monitoring and • Were goals met? Was policy administered policy indicators help us to determine what effectively? What should come next? is and is not working, and for whom. • What changes should be made in the Evaluation reflects back upon policy and policy or program so it is more responsive program formulation and implementation, to the needs of diverse groups of men but points forward to the next round of the and women? Exploring Concepts of Gender and Health 19
  • 27. Case Studies 7 The effects of gender on health are seen in (Legato, 1998). Evidence-based research is the context of employment, family life, required to understand and respond to the education, longevity, health care treatment significant sex- and gender-based factors that —indeed, in most areas of life. Without a combine to affect cardiovascular health. For contextual analysis of data, distinctions in example, we are learning that sex-based health status between women and men, girls factors affect the presentation of symptoms of and boys, cannot be properly defined, myocardial infarctions. Gender-related factors policies and program development cannot affect when women and men seek treatment be properly informed, and the distinct health as well as the responses of health needs of diverse groups cannot be met. practitioners to men and women presenting with cardiac symptoms (Schulman et al., The following four case studies illustrate how 1999). The combined effects of sex and dramatically different our understanding of gender, in interaction with other health a health issue can be when GBA is not determinants, affect health status, health implemented and when it is. We will look at: system responses and eventual health (1) cardiovascular disease; (2) mental health outcomes (Greaves et al., 1999). in the specific context of developing performance indicators and measures for the CVD, which includes myocardial infarction, mental health system; (3) research on ischemic heart disease, valvular heart disease, violence; and (4) tobacco policy development. peripheral vascular disease, arrhythmias, high blood pressure and stroke, has a history of Case Study #1 being considered a men’s disease. It is only A Research Case Study: very recently that CVD has been recognized Cardiovascular Disease as the major cause of death in Canada for women as well as men (Heart and Stroke Historically, considerations of sex and gender Foundation of Canada, 1999). One result is differences have not been considered in that women are greatly under-represented in research on most diseases. This omission has medical research related to cardiovascular had far-reaching consequences for accurate disease (Heart and Stroke Foundation of diagnosis, effective treatment and prevention Canada, 1997; Beery, 1995). of cardiovascular disease (CVD) for women.7 For example: Using male norms and standards for CVD • Women were excluded from a large study results in numerous and potentially fatal of aspirin as the primary preventative for “pitfalls” in both diagnosis and treatment cardiovascular death in men (Steering 7 CVD is a critical issue to be addressed in Canadian society. In 1993, the direct costs of CVD (e.g. hospitals, physicians and drugs) were $7.27 billion. Indirect costs (e.g. costs related to mortality, long-term and short-term disability) were $12.7 billion. CVD is the largest cost category among all diagnostic categories in Canada (Moore et al., 1997). 20 Exploring Concepts of Gender and Health
  • 28. Committee of the Physicians’ Health Some Examples of Sex and Study Research Group, 1989). Subsequent Gender Differences in CVD to this research, women and men were Risk Factors treated with aspirin for CVD. Data have since shown that aspirin is effective for this • Age: Acute myocardial infarction and indication in men but not women ischemic heart disease become important (Hamilton, 1992; McAnally, Corn and health problems starting at age 45 for Hamilton, 1992). men and 55 for women. Congestive heart failure and stroke affect older individuals • A 1992 study in the Journal of the with much higher hospital admission rates American Medical Association found that over age 75 for both women and men. women are excluded from 80% of the (Heart and Stroke Foundation, 1999). trials for myocardial infarction (Gurwitz, Col and Avorn, 1992). The authors • Hypertension: High blood pressure is a concluded that findings from the trials major risk factor in cardiovascular disease could not be generalized to the patient and is two to three times more common in population that experiences the most women than in men (Society for Women’s morbidity and mortality from acute Health Research, 1999). myocardial infarction—namely, women. • Cholesterol levels: High levels of the • Doses of drugs given to women with heart “bad” LDL (low-density lipoprotein) disease are often based on studies of cholesterol are a risk factor for CVD for primarily middle-aged men even though men. Low levels of the “good” HDL the hormonal status, average older age (high-density lipoprotein) cholesterol and smaller body mass of women may may be a bigger risk factor for women affect drug concentrations, effectiveness, (LaRosa, 1992; 2002). side effects and toxicity (Heart and Stroke Foundation of Canada, 1997). • Diabetes: Diabetes represents a greater risk factor in CVD for women than for From the current state of research, we have men (Laurence and Weinhouse, 1997; begun to identify some of the ways that Canadian Women’s Health Network, sex/gender differences are relevant to risk 2001). The higher prevalence of diabetes factors, symptoms and patterns of CVD, in Aboriginal women than in Aboriginal and the implications these differences have men compounds their risk of CVD. for diagnosis and interventions, including prevention for men and women. As well, • Smoking: For women aged 50 or under there are many lessons to be learned who smoke, the risk of dying from a heart from CVD-related research in the past to attack is three times greater than that of ensure better health outcomes for women an ex-smoker. For women smokers aged in the future. 35 or older and taking oral contraceptives, the risk is higher still (Canadian Women’s Health Network, 2001). We know that the Exploring Concepts of Gender and Health 21
  • 29. Advancing CVD Research and Knowledge Through the Heart Health Initiative, Health Canada works closely with provincial departments of health and more than 1,000 organizations in the public, private and voluntary sectors to support an integrated approach to reduce and prevent deaths and illness due to CVD. The First International Conference on Women, Heart Disease and Stroke, funded by Health Canada, was held in Victoria, British Columbia in May 2000 to increase awareness of the problem of heart disease and stroke in women. The conference highlighted current scientific advances, gaps in knowledge and research opportunities for CVD in women. The 2000 Victoria Declaration on Women, Heart Diseases and Stroke was released at the conference.8 toxicants in tobacco affect many of “healthy weight” (Canadian Women’s women’s biological systems differently Health Network, 2001). Sex and gender from men’s, but not enough research has differences in relation to weight and body focused on the sex and gender specific size need further research. impacts of tobacco on CVD. The increase • Ethnicity: Ethnicity and gender are in rates of smoking among young girls important factors in CVD. For example, between 1994 and 1997, (30%) compared Aboriginal women experience higher to 17% among young boys, is a cause for death rates than the general Canadian concern (Heart and Stroke Foundation of female population for both ischemic heart Canada, 1999). disease and stroke (Heart and Stroke • Inactivity: More women than men are Foundation of Canada, 1999). There are physically inactive in the 15- to 24-year- also gender differences in CVD among old age group and in the over 65 age South Asian and Black populations (Heart groups (Federal, Provincial and Territorial and Stroke Foundation of Canada, 1997). Advisory Committee on Population • Socio-economic Status and Stressors: Health, 1999; Heart and Stroke Poor education, lower income, family Foundation of Canada, 1999). responsibilities and impoverished • Weight and Body Size: An increase in social connections uniquely predispose body fat, especially intra-abdominal fat, is women to disease and slow recovery associated with adverse blood cholesterol (Eaker, Pinsky and Castelli, 1992). Much levels, a higher incidence of CVD, insulin more research is needed on how resistance and breast cancer (Naimark, exposure to particular stressors, over Ready and Lee, 2000). The risk of heart the life cycle, affects CVD differently attack is three times higher in women who for women and men. are overweight than in those who have a 8 Not yet officially ratified, the 56-page declaration asks that five values—health as a fundamental human right, equity, solidarity in action, participation and accountability—be adopted by scientists, health advocacy groups, government agencies, the media and others to serve as the foundation for the development, implementation and evaluation of all policies, programs and services earmarked for improving women’s heart health. See http://www.cwhn.ca/resources/victoria_declaration/ 22 Exploring Concepts of Gender and Health
  • 30. Symptoms and Patterns of Disease less likely than men to have invasive • The onset of heart disease typically procedures such as coronary angiography, develops up to 10 years later in women’s coronary angioplasty or coronary artery lives than in men’s (Heart and Stroke bypass surgery (Maynard et al., 1992). Foundation of Canada, 1999). • During the past decade, heart attack • Some women have symptoms that are survival has improved due to different from those typically experienced thrombolytics (clot-buster medicine) like by men. For example, chest pain is the TPA and streptokinase. However, these most common symptom of heart attack drugs appear to be given to women less for both women and men. However, often than men. Large studies have also studies show that women are more likely found that women’s survival improves with to have subtle symptoms of heart attack, these drugs, but not to the same extent such as indigestion, abdominal or mid- as men’s, though the reason is unknown back pain, nausea and vomiting. More (Women’s Heart Foundation,1999/2000). research is needed to explore the reasons • In all age groups, hospitalization rates for for these differences and their clinical ischemic heart disease are much higher implications (Society for Women’s Health among men than women. The reasons Research, 2003; Doyal, 1998). for this are unclear (Heart and Stroke • Since it is still not well known that heart Foundation of Canada, 1999). disease is the number one killer of women • Women tend to have longer periods (Anderson, 2002), many women may be of hospitalization for CVD-related ignoring the symptoms of heart disease illnesses. The average length of stay and waiting too long to seek medical for women is 13.1 days compared to help. This is compounded by physicians 11.4 days for men (Heart and Stroke who do not take the symptoms women Foundation of Canada, 1999). present as serious. As a result, CVD in • The majority (80%–90%) of heart women is often dismissed or overlooked transplant recipients are male (Young, (Laurence and Weinhouse, 1997). 2000). More research is needed as to the causes. Diagnosis and Interventions • Few of the screening and diagnostic Outcomes of CVD: Some Sex and tests available for heart disease (e.g. Gender Differences electrocardiograms, exercise stress tests) • During the first six months after an initial have been specifically tested on women, heart attack, 31% of women and 23% of thus their efficacy is unknown (Collins, men have a second heart attack (Society Bussell and Wenzel, 1996). for the Advancement of Women’s • Some research suggests that women are Health, 1997). not diagnosed and treated as aggressively • Women fare less well than men following as men for CVD (Khan et al., 1990 in myocardial infarction, coronary artery Laurence and Weinhouse, 1997, 85–110) bypass graft surgery and coronary For example, in one study, women were Exploring Concepts of Gender and Health 23
  • 31. angioplasty (Women’s Heart Foundation, the development of programs and 1999/2000; American Heart Association, services (Heart and Stroke Foundation 2002). of Canada, 1997). • The number of CVD-related deaths • More research to investigate how other among women will likely surpass CVD- social determinants of health (e.g. income related deaths among men in the near and poverty, culture and racism) have an future. This is because women tend to live impact on the development of CVD over longer than men and there are high CVD a person’s life cycle and how these rates among older people (Heart and determinants can be addressed to Stroke Foundation of Canada, 1999). improve health outcomes for women and men. Recommendations This CVD case study illustrates the need to At a minimum, what is needed: integrate an understanding of sex and gender • CVD health promotion and disease into research methods and analyses. Doing prevention programs that take into so can uncover and eliminate gender bias in account the differences in social roles all stages of the research process, for between women and men. This includes example, when: programs that address different barriers to • formulating the research question smoking cessation, physical activity and • assessing the literature reviewed healthy nutrition encountered by women • designing the research methods and men. • gathering, analysing and interpreting data • More research on the underlying • writing about research, by ensuring use of pathophysiology of heart disease and appropriate language, and stroke and how these differ for men and • presenting non-stereotypical illustrations women. Research is also needed on the or other visual images to communicate effectiveness of prevention interventions. research This will enhance the evidence base for Some Lessons from Research on Women For many years, women have been prescribed combined (estrogen and progestin) Hormone Replace Therapy (HRT) to relieve some symptoms of menopause, such as hot flashes. Earlier studies suggested that the use of HRT products might help to prevent heart disease in post- menopausal women. However, randomized clinical trials conducted as part of the Women’s Health Initiative in the U.S. were terminated in July 2002 after demonstrating that hormone therapy carries greater risks than benefits and should not be prescribed to women for prevention of heart attack, stroke or any other CVD disorder. In fact, HRT increases the risk of CVD, including stroke. Widespread prescription of HRT products to millions of women proceeded before clinical trials provided clear evidence of long-term safety and effectiveness in relation to CVD. This example reinforces the need for precaution in moving from limited research results to broad practice in large populations of women (Health Canada, 2002; National Institutes of Health, 2003). 24 Exploring Concepts of Gender and Health
  • 32. Case Study #2 gender discrimination (Boyer, Ku and Shakir, 1997). Although some mental health plans Developing Performance Indicators and policy documents across Canada (e.g. and Measures for the Mental Ministry of Health, the 1998 British Columbia Health System Mental Health Plan) have begun to Even when research has shown significant sex acknowledge the unique mental health and gender differences in a health area, and experiences and needs of different groups of this knowledge has been integrated into men and women, it has not translated into policy statements, it may still not be reflected the use of GBA tools in mental health in the tools that are designed to monitor and planning or in a commitment to gather data assess the performance of the health system. disaggregated by sex and other variables (e.g. race, ethnicity, socio-economic status). With regard to mental health, we know that women more often than men are diagnosed A clear example of this is evident if with affective disorders, personality disorders we examine a sample performance and post-traumatic stress disorder (World monitoring tool.9 If we look at Framework A Health Organization, 2000). Even when (see page 26), it is apparent that knowledge women and men receive the same diagnoses about sex and gender and other diversity (e.g. the rates of schizophrenia and bipolar variables that have an impact on mental health disorder are the same for men and women), are not applied in the performance indicators. the onset and course of the illness may differ (Seeman, 1983). The onset of schizophrenia is Sex disaggregation of data, while not always earlier in men and, for reasons that are not reported, is generally available to policy fully understood, the course and outcome of makers, as are breakdowns by age, because the disease are typically worse for men than the data are collected. But other data on for women. diversity variables such as race, ethnicity and sexual orientation are not usually collected. Mental health care treatment and access to Policy makers and program developers need services are different for different groups of to think of ways to collect information that consumers. For example, men predominate in can tell us more about the interaction and long-term psychiatric institutions while women meanings of mental illness, race, ethnicity, are more likely to use outpatient services culture and sexual orientation, among other (Rhodes and Goering, 1994). Social and factors. Currently, such data collection raises economic marginalization also affect mental ethical concerns that need to be carefully health (World Health Organization, 2001). considered. Populations with high rates of poverty and communities that experience racism or other Three of the domains, indicators and forms of social ostracism (e.g. homophobia measures adapted from a typical provincial and ageism) are particularly at risk for mental performance monitoring tool, are described health problems (Boyer, Ku and Shakir, 1997). in Framework A without GBA. Framework B Women from these groups are especially (see page 27) follows with GBA incorporated vulnerable to health problems because of into the same monitoring tool. 9 The tool presented in this example is adapted from a typical provincial performance monitoring tool. Exploring Concepts of Gender and Health 25
  • 33. Framework A: A Performance Monitoring Tool for Mental Health Without Gender-based Analysis DOMAINE INDICATOR MEASURES Access/Responsiveness Service access – number and percent of persons with serious illness (SMI) receiving one insured treatment service per annum – percent of persons with SMI receiving community mental health services Quality/Appropriateness Emergency psychiatry – rate of acute care re-admissions re-admission rates within 30, 60, 90 days of discharge – rate of emergency presentations, within 30, 60, 90 days of discharge Outcomes (Population Mortality ratios – mortality rates for persons & Consumer) receiving an insured health benefit for schizophrenia and bipolar disorder If Framework A were used to assess the way savings of almost $85,000 per person could the system is functioning, important sex and be achieved if earlier and accurate diagnosis gender differences might be obscured or were to occur. missed altogether. For example, research has shown that the diagnoses of borderline Framework B corrects for this problem of personality disorder (BPD) and disassociative missed and delayed diagnosis by capturing identity disorder (DID) are more often given data on rates of acute care re-admissions by to women; both of these diagnoses are sex and diagnosis. Although it may not associated with extreme childhood sexual correct entirely for misdiagnoses, if abuse and trauma (O’Donohue and Greer, Framework B were used it would be evident 1992). Research suggests that this population that women with severe abuse and trauma has difficulty accessing adequate services, histories have a high rate of re-admissions. and providers indicate that these women repeatedly use emergency services (Morrow Additionally, by including sex, gender, and Chappell, 1999). One Canadian study diagnoses and diversity (e.g. race, age, that followed 15 women diagnosed with ethnicity, gender identity, ability) as Multiple Personality Disorder (the older term variables, more data are gathered that may for DID) found that these women often go help identify how the system is functioning undiagnosed for over eight years (Ross and differently (or the same) for diverse groups Dua, 1993). The costs to the health system of men and women. are enormous: the authors estimate that 26 Exploring Concepts of Gender and Health
  • 34. Framework B: A Performance Monitoring Tool for Mental Health With Gender-based Analysis DOMAINE INDICATOR MEASURES (note that sex disaggregated data may be not be available in each case) Access/Responsiveness Service access by sex – number and percent of men and and other diversity women with serious mental illness variables (SMI) receiving one insured treatment service per annum – type of service accessed by men and women by age, ethnicity, sexual orientation, etc. – percent of men and women with SMI receiving community mental health services – survey of women’s service organizations to find out the ways in which they are supporting women with SMI and to find out their capacity to do this effectively – survey of ethnic-specific and settlement organizations supporting people with SMI – survey of gay, lesbian, bisexual and transgender organizations supporting people with SMI Quality/Appropriateness Emergency psychiatry – rate of acute care re-admissions by re-admission rates by sex and diagnosis within 30, 60, sex, diagnosis and other 90 days of discharge diversity variables – rate of emergency presentations by sex and diagnosis within 30, 60, 90 days of discharge Diverse male and female – satisfaction surveys, key informant consumer perception of interviews, focus groups service appropriateness The perception of service appropriateness by immigrant populations and ethnic minorities Outcomes (Population Mortality ratios by sex and – mortality rates for men and women & Consumer) other diversity variables receiving an insured health benefit for schizophrenia and bipolar disorder Exploring Concepts of Gender and Health 27