Client survey Data collection team training presentation template

1. Client survey Data collection team training presentation template

2. Session 1: Background information

3. How to use this template • Modify each slide as needed – blue text is instructions for you as you modify • Keep these points in mind: • The 7x7 rule: don’t have more than 7 lines of text, and each line has at most 7 words • Keep participants engaged with group work and interactive sessions • The trainer, not the slides, is the star of the show • Be sure that the trainer has thoroughly reviewed the entire toolkit and is someone with survey experience • Spice up the slides with images if you like

4. About this organisation • Insert 3-6 bullet points about what your organisation does

5. About this project • Insert 3-6 bullet points about the project whose clients you are surveying • (For example, about your social franchise)

6. Why do we need this survey? • Explain the purpose of the survey • Explain how the survey will benefit your programme and its beneficiaries • Understand who our clients are • Ensure that we reach those in need

7. Franchisees • Show a photo of one or two of your franchisees • Explain what they are • If appropriate, explain that they are independent, and are cooperating with the survey out of goodwill

8. Session 2: Respondent selection

9. How to select respondents • Visit the facilities on your timetable • Interview every nth client – modify this according to your sampling tool results • Interview clients til you reach the required number

10. The importance of the selection procedure • The sample has been carefully designed • You must adhere exactly to the sampling instructions • Mistakes that can ruin the survey: • Selecting respondents that are convenient • Selecting respondents to finish quickly

11. The importance of the selection procedure • Ask the group why it is so crucial to stick to the sampling procedure • What might be different about a convenient client? • What might be different when you select the easy clients – the ones who are there now, the ones who appear friendly, etc

12. Session 3: How to conduct a good interview

13. Informed consent • Clients have the right to: • to know what the survey is about and what it is for • refuse to be interviewed • refuse to answer any question • end the interview whenever they like • Rember interviewees are generously giving time and information

14. Informed consent • Go through the informed consent sheet with the group. Ask them: • Does it cover everything the client needs to know? • Why is this more than a formality?

15. Leading questions • A leading question encourages a particular answer • Examples: • “You use contraception, right?” • “Don’t you use contraception?” • “Do you use contraception, like condoms”

16. Leading questions • Ask the group for more examples of leading questions • Ask them why it’s important to avoid leading questions

17. How to avoid leading • Stick to the text in the questionnaire • If the respondent doesn’t understand: • Try repeating the question • Keep probing and further explanation neutral

18. Keep the interviewee comfortable • Remain respectful and neutral • Don’t judge the respondent • Is this good or bad: • Interviewer: “Do you currently use any form of contraception?” • Respondent: “No” • Interviewer: “Really? Oh okay…”

19. Role play • This is a good opportunity to ask the interviewers to practise with one another in a role play • You may like to have two act out an interview, and have the group observe and comment on what they do

20. Session 4: Filling in the questionnaire

21. Questionnaire code • This will depend on the coding system you have decided on

22. Your writing • Stick to capital letters (modify as required for the language) • It is worth taking longer to write clearer • When you make an error: • Cross it out with two lines • Write the correct answer

23. Avoid inferring answers • Only write down what the respondent says • Do not assume what the respondent ‘meant’

24. Session 5: The questionnaire

25. Questionnaire • During this session, the group will go through the questionnaire question by question • Read each one out loud and discuss as a group: • How could the question be confusing? • How would you probe or explain further?

26. Session 6: Quiz

27. Quiz questions • Which is better, A or B? • Interviewer:

28. Quiz questions • What is wrong with this: • Interviewer:

29. Quiz questions • It is your fifth interview on the third day of data collection. What questionnaire code should you put down? • □□□□□□

30. Session 7: Practice in the field

31. Practice in the field • Ask one of the franchisees (if possible one not in the sample), to use their clinic for the training. • Bring the data collection team and supervisors to the facility – it may be easiest to separate them into groups • Have the interviewers select respondents and interview them, while being observed by supervisors and the trainer • Ensure that all potential respondents understand that the interview is to help train the interviewers, and go through informed consent as normal