1  How to Get Started

Create the Phase 1 instrument you will use by adapting the Phase 1 Survey Questionnaire to meet the needs of your specific investigative questions, culture and language. Pilot the questionnaire items with a few members of the CHW audience and edit as needed. Consider actively seeking instrument pilots based on gender, age, class or ethnic groups as appropriate to your region. This will ensure the questions are sensitive to issues of importance to these groups and do not violate any group specific norms. For self-administered surveys, like questionnaires, it’s important to be sure the directions are clear as well as the questions. To test this, always try to structure the pilot of any instrument to be as realistic as possible. For administered surveys, think through how the survey administrator will capture answers and be sure to pilot this as well.

2 Next

Plan for the consolidation of the Phase 1 data. If online questionnaires will be created, think about how data will be pulled from the tool. If physical questionnaires or survey capture instruments will be used, think about the best way to transfer that information into electronic format. You may choose to use forms that can be scanned or enter the data by hand. Also, be sure you plan for data backup and security.

3 Then

While the Phase 1 data is being collected you can turn your attention to creating the Phase 2 Interview Protocol. A protocol is a guide for the interviewer to follow, to ensure that all intended topics are raised and discussed. It is not as formal as an administered survey, and allows the interviewee to provide information in a free flowing format.