Step 2: Identify the team that will implement the survey


There are five primary roles when implementing a survey, ea­ch of which can either be outsourced or done in-house. Sometimes one person can perform more than one role.


Description Skills and training needed

Survey manager

This person will oversee the whole process, recruiting for and supervising the four roles below and ensuring that the project is completed on time and to the required standard. Project management experienceUnderstanding of survey methods – at least thorough knowledge of this toolkit

Data collection supervisors

These people will supervise the data collection team Past experience of survey data collection

Data collection team (also known as interviewers or enumerators)

These people will select clients according to the sampling procedure and then conduct interviews with them Bright and trustworthyPrior quantitative data collection experience is preferred but not essentialMust undergo training

Public health students are often ideal

Data entry clerks

These people will enter data from the questionnaires into a pre-prepared data entry software (part of the toolkit) Computer literateAttention to detail

Data analyst and report writer


This person will clean the dataset and then analyse it, using the analysis tool in the toolkit Trained and experienced in statistical analysis of survey data
Step 3: Plan the survey
Step 1: Define what you need to measure and why

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