Data collection team training normally takes two days. There is a template presentation that you can modify and use for the training in this toolkit.
There are seven main sessions in a data collection team training:
1. Introduction and background
This session is simply an introduction to the organisation and to the purpose of the survey, and for everyone to introduce themselves.
2. How to select clients
During this session, the data collection team will learn how to select clients. The selection procedure will be based on your sampling tool results and whether you decided to interview clients at the franchisee facilities or by visiting their homes.
It’s a good idea to role play within the group how the process should go.
3. How to conduct interviews
- informed consent
Before starting the interview, the respondent should have a clear understanding of what the survey entails and what it’s for. The interview should only begin if the respondent agrees and gives the interviewer permission to start.
- how to remain neutral and polite at all times
If the respondent feels judged, he or she may not answer openly and accurately. The data collection team must keep in mind that the respondent is being generous in providing their time and information about themselves.
- how to ask the questions correctly
Asking the questions boils down to a fairly simple rule stick to the words on the questionnaire. Unfortunately, quantitative survey interviews are not conducive to creativity or individuality, because the questions need to be asked in the same way to each respondent. If the questionnaire isn’t worded well, that should be identified when testing the questionnaire. Then the questionnaire itself can be corrected before starting data collection.
- how to probe without leading the respondent to get complete answers
If the respondent doesn’t fully understand the question, or provides an answer that is too vague, then the interviewer may need to provide further clarification or probe into the answer given. This not in the questionnaire script, because it will partially depend on the respondent and what clarification they need. The interviewers will therefore need to have the ability to probe and clarify without accidentally influencing the answers in any way. More specifically, they must not lead the respondent.
Avoid giving example answers – “Do you use contraception, like condoms or something?”
Avoid negative questions – “Don’t you use any form of contraception”
Avoid any implication of judgment – “You some some form of contraception, right?” “Really, you don’t use anything?”
Role plays are a useful tool for this session. It can be very useful to get the interviewers into pairs, with one interviewing the other. The interviewee can make up the answers as they go, or you can pre-prepare answers for the role play. The trainers should observe the role plays and identify any mistakes the interviewers make
4. How to fill in the questionnaire
5. Go through the questionnaire question by question as a group
During this session, the group will go through each question, reading them aloud and discussing. Everyone will need a clear and consistent understanding of each question. The group should talk through any potential problems with each question and try role playing asking and probing.
6. Assessment of data collection team capacity
You may like to include some sort of test to ensure that the key lessons have been learned by the whole team.
7. Practice in the field
This is an essential part of the training. The entire team will visit the field together with the trainers. They will select respondents and conduct interviews under observation.
At some point you should also make time to go through logistical issues with the trainees – transportation, stationery, how supervision will work and so on.
Please view this video for a full guide to conducting the training: