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Training the Enumerators and Collection of Data Part I. Importance of Training Enumerators. Ensure the quality of data collected Minimize biases from nonsampling errors Response error Reporting Unit and Item Nonresponse Reduce respondent burden
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Importance of Training Enumerators Ensure the quality of data collected Minimize biases from nonsampling errors • Response error • Reporting Unit and Item Nonresponse Reduce respondent burden Preserve the confidentiality of collected data
Importance of Training Enumerators Plan for Data Quality by following these steps: • Identify the best people to be enumerators • Select training methods • Identify key training topics • Develop instructional materials • Teach effective interviewing techniques and job skills • Choose appropriate data collection methods
Identify Enumerators Basic Qualifications • Sufficient education • Pass written test and an interview • Citizenship may be required • Pass standard security background check • Good communication skills • Physically able to meet demands of the job
Identify Enumerators Other Considerations • Must be available for the data collection cycle • Must be available for data collection training • May need a mode of transportation • Language skills may be needed for multi-lingual surveys • May need to match socio-demographic characteristics of enumerators to respondents
Select Training Methods • Self-study • Classroom • Computer Based Training • On-the-job Training and Observations • Practice • Classroom Refresher • Memoranda • Remedial and Special Training
Select Training Methods All data collection training should include: • Clear written instructions on how the survey instrument is to be administered • A walk-through of each item on the instrument, which includes a discussion of intent • Review of a standard data set • A clear schedule of dates when collection of data will occur • Information on where to refer respondents with questions and/or concerns
Identify Key Training Topics • History of Statistical Organization and Survey • Roles and responsibilities • Survey concepts: Questionnaire items • Housing unit listing procedures • Confidentiality and privacy requirements • Uses of the survey data
Identify Key Training Topics Conducting an Interview • Introduction • Interview: Ask the survey questions • Ending the Interview • Post Interview Developing Interviewing Skills
Identify Key Training Topics Computer Skills (if applicable) • Hardware and software functions • Security Administrative tasks
Develop Instructional Materials • Self-studies and Self-tests • Workbooks and Checklists • Field Representative Interviewing Manual • Computer User Guide (if applicable) • Listing Manual • Administrative Handbook • Memoranda
Develop Instructional Materials • Exercises • Tip Sheets, Charts, and other Job Aids • Video and Audio Recordings • Overhead Transparencies • Computer-Based Slideshows • Computer-Based Training Modules • Web-Based Training Modules and Conferencing
Interviewing Techniques • Ideal timing of contact attempts • Creating a good impression • Establish trust • Appropriate dress • Know the survey • Effective introduction
Interviewing Techniques Unbiased probing • Ask questions as worded and in order • Never lead or rush respondents • Do not patronize respondents • Do not get involved in long explanations of the survey such as trying to explain sampling • Do not prompt the respondent for specific answers or agree or disagree with an answer Never falsify interviews
Interviewing Techniques Develop strong communication skills • Face-to-face interviews • Telephone interviews (if applicable) Understand types of noninterviews Learn refusal avoidance and conversion techniques
Interviewing Techniques Active listening Diagnosing concerns of reluctant respondents • Time and burden concerns and rebuttals • Government concerns and rebuttals • Confidentiality concerns and rebuttals • The “Pass Off” and dealing with gatekeepers • Impending change in status concerns and rebuttals Softening statements Leaving compelling messages for non-contacts
Interviewing Techniques Diagnosing concerns of reluctant respondents • Time and burden concerns and rebuttals Diagnosing concerns of reluctant respondents • Government concerns and rebuttals
Interviewing Techniques Diagnosing concerns of reluctant respondents • Confidentiality concerns and rebuttals Diagnosing concerns of reluctant respondents • The Pass Off and how to deal with gatekeepers
Interviewing Techniques Diagnosing concerns of reluctant respondents • Impending change in status concerns and rebuttals