- Choose between quantitative and qualitative methods.
- Calculate a sample size and choose a sampling method.
- Ensure data quality and analyse data for decision-making.
1Data collection methods
- Quantitative: household surveys, counts, distribution registers, health data. They tell us “how many”.
- Qualitative: focus group discussions (6 to 10 people from a homogeneous group, by sex and age), key informant interviews, direct observation, case studies. They tell us “why” and “how”.
- Mixed methods: combining the two, together with triangulation (comparing several sources), strengthens the reliability of conclusions.
Common digital tools: KoboToolbox and ODK (forms on mobile phones that work offline), then Excel, Power BI or R for analysis.
2Sampling
We rarely survey the entire population: we draw a representative sample.
Sample size for a proportion: n = z² × p × (1 − p) / e². With a 95% confidence level (z = 1.96), an unknown proportion (p = 0.5) and a 5% margin of error (e = 0.05): n = 3.8416 × 0.25 / 0.0025 ≈ 384 households.
- If the population is small, apply the finite population correction: n' = n / (1 + (n − 1) / N). For N = 1,000 households, n' ≈ 278.
- In cluster sampling (randomly selected villages), multiply by the design effect, often 1.5 to 2.
- Add 5 to 10% for refusals and absences.
- Methods: simple random (complete list), systematic (one household in every k), stratified (by area or group), cluster. For qualitative work, participants are selected purposively.
3Data quality
Five criteria: validity (we really measure what we intend to), reliability (the same result if repeated), precision, timeliness and integrity (no manipulation).
- Train and test enumerators, pre-test the questionnaire.
- Constraints and checks in the digital form (impossible values, required fields).
- Supervision and revisits to a sample of households (back-checks).
- Data quality assessments (DQAs) for key indicators.
4Analysing and using data
Useful analysis answers a decision-making question. Compare with the baseline and the target, disaggregate (women, men, girls, boys, people with disabilities, areas), and look for gaps and their causes using qualitative data.
Post-distribution monitoring (PDM) checks, a few weeks after a distribution, whether the assistance arrived, how it was used and whether it met needs. Present the results on one page, with simple charts and 3 recommendations, at a meeting where the team decides on corrective action.
A satisfaction survey that goes wrong
Cash transfer programme, Middle East
You are supervising a telephone survey of the beneficiaries of a cash transfer programme.
The planned sample is 384 households. After a week, the results are surprisingly perfect: 99% satisfaction.
Decision 1 of 3What do you check first?
Decision 2 of 3You discover that the enumerators are staff who also carried out the distributions. Is this a problem?
Decision 3 of 3How do you present the results to the donor?
Key takeaways
Data quality has to be protected: method, independent enumerators, consistency checks, call-backs and transparency about limitations.
Exercise: calculate your sample
Your project reaches 2,500 households spread across 25 villages. Calculate the sample size for an endline survey (95% confidence, 5% margin, p = 0.5), apply the finite population correction, then a design effect of 1.5 and 10% non-response. Hint: 384 → 333 → about 500 → about 550 households.
Key points
- Quantitative tells us how many; qualitative tells us why.
- 384 households: the reference sample at 95% confidence and a 5% margin.
- Quality is built before data collection: training, pre-testing, checks.
- Data is only valuable if it is used to make decisions.
Further reading: course references
- OECD-DAC (2019). Better Criteria for Better Evaluation: Revised Evaluation Criteria Definitions and Principles for Use. www.oecd.org/fr/cad/evaluation/criteres-cad-evaluation.htm
- ALNAP (Buchanan-Smith, Cosgrave, Warner) (2016). Evaluation of Humanitarian Action Guide. www.alnap.org/help-library/evaluation-of-humanitarian-action-guide
- CHS Alliance, Groupe URD, Sphere (2024). Core Humanitarian Standard on Quality and Accountability (CHS). www.corehumanitarianstandard.org
- Sphere Association (2018). The Sphere Handbook: Humanitarian Charter and Minimum Standards in Humanitarian Response. spherestandards.org/fr/manuel-2018
- United Nations Evaluation Group (UNEG) (2016). Norms and Standards for Evaluation. www.unevaluation.org
Daily quiz
3 questions to check what you have learned. Answer them all to complete the day.