Field Management Roles Responsibilities Partially Adapted from Multiple
Field Management: Roles & Responsibilities Partially Adapted from Multiple Indicator Cluster Surveys (MICS) Regional Training Workshop – Survey Techniques, Unicef 1
Team Size • The actual number of interviewers per team will depend on a number of factors – Cluster size – Questionnaire length – Envisaged workload etc. • A team of 1 supervisor, 1 editor, 4 -5 interviewers recommended
Recommendations • Spread out data collection to 2 -3 months • Do not rush data collection • Begin data entry simultaneously with data collection • Edit questionnaires while in the field, on location • Provide feedback to fieldwork teams early on to correct systematic mistakes etc
FIELDWORK TEAM • Supervisors • Field Editors • Interviewers
Supervisors
ROLE AND RESPONSIBILITIES • Senior member of the field team • Receives assignments from and reports to the field director • Responsible for : – Managing Data Collection
Managing Data Collection Team Movement & Work Assignment Team Management Quality Control (QC) Report tracking
Managing Data Collection (Continued) Maintain MIS system (Quantitative data) Report writing (Qualitative data)
Managing Data Collection Team Movement & Work Assignment Team Management Quality Control (QC) Report tracking
Team Movement & Work Assignment • Supervisor / monitor should move round the village once and gather as much knowledge on geographical & physical location I. e. Transit walk (which is a PRA tool). • Ensure that each interviewer has all the required information and materials for completing the work • Make sure that interviewers understand the instructions given • Make daily work assignments and distribute work fairly among the interviewers, keeping in mind weak and clever surveyor in nearby areas • Keeping in mind the number of target households (HH) and shuffling the staff from one HH to another
Managing Data Collection Team Movement & Work Assignment Team Management Quality Control (QC) Report tracking
Team Management: Creating and Maintaining Motivation and Morale • Essential to good quality work. • Supervisors need to make sure that interviewers: – understand clearly what is expected of them; – are properly guided; – receive recognition for good work; – are stimulated to improve their work; – work in secure conditions.
Team Management: Creating and Maintaining Motivation and Morale • Direct orders vs. voluntary compliance • Be a “Leader”, not a “Boss” • Participatory approach: Involve interviewers in decision making and maintain it • Deal with each and every field staff with care and try to solve their problems if possible
Team Management: Creating and Maintaining Motivation and Morale • Listen and try to resolve interviewer’s complaints • Try to foster team spirit and group work • Do not show preference for a particular interviewer • Try to develop a friendly and informal atmosphere
Team Management: Creating and Maintaining Motivation and Morale • Supervisors and editors must: – set good examples – demonstrate punctuality, enthusiasm, and dedication – not pretend to have special privileges to work less – Be always well prepared to maintain credibility and authority • Interviewer morale and motivation depend on the supervisors morale and motivation
Managing Data Collection Team Movement & Work Assignment Team Management Quality Control (QC) Report tracking
Quality Control • • More accompaniment Spot check and Backcheck Keeping notes while observing Going through all the done surveys to avoid revisiting • Make the team share scrutiny • Observe all the surveyors: behaviour; dealing with clients; documentation of data etc • See “Maintaining Data Quality” for further details
Managing Data Collection Team Movement & Work Assignment Team Management Quality Control (QC) Report tracking
Report Tracking • All the control charts to be filed up before leaving the field spot • Keeping track all the done interviews • Collection of all the done questionnaires
Managing Data Collection (Cot’d) Maintain MIS system (Quantitative data) Report writing (Qualitative data)
• Maintain MIS system (Quantitative data) – Fill up day to day record from surveyor – Field coordinator – Keeping track of the progress of the work – Update daily – Plan according to the work – Next day plan based on time line • Report writing (Qualitative data) – Prepare a summary sheet of the observation – Discuss with the field team and with the HRs
Field Editors
ROLE AND RESPONSIBILITIES • Monitor interviewer performance: – Observe several interviews every day – Edit all completed questionnaires in the field – Conduct regular review sessions with interviewers • Arrange for sending of questionnaires to the central office • Maintain a suitable mechanism to monitor the flow of questionnaires
Interviewers
INTERVIEWER’S ROLE AND RESPONSIBILITIES • Locate structures and households in the sample and complete the questionnaires • Check completed questionnaires • Revisits for households and/or women/mothers/caretakers • Assist the editor in conducting height and weight measurements of children.
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