Day 4 of 5 · 6 hours

Data collection, quality and analysis

Learning objectives for today
  • 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.

Scenario

A satisfaction survey that goes wrong

Cash transfer programme, Middle East

Your role

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.

  1. Decision 1 of 3What do you check first?

  2. Decision 2 of 3You discover that the enumerators are staff who also carried out the distributions. Is this a problem?

  3. Decision 3 of 3How do you present the results to the donor?

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
  1. 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
  2. ALNAP (Buchanan-Smith, Cosgrave, Warner) (2016). Evaluation of Humanitarian Action Guide. www.alnap.org/help-library/evaluation-of-humanitarian-action-guide
  3. CHS Alliance, Groupe URD, Sphere (2024). Core Humanitarian Standard on Quality and Accountability (CHS). www.corehumanitarianstandard.org
  4. Sphere Association (2018). The Sphere Handbook: Humanitarian Charter and Minimum Standards in Humanitarian Response. spherestandards.org/fr/manuel-2018
  5. 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.

1Which method is suitable for understanding why women do not use a service?
2With 95% confidence, a 5% margin and p = 0.5, the sample size is about:
3Post-distribution monitoring (PDM) is used to check:

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