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Survey Procedures at Mekong Development Research Institute

V
vinhthedang

This document outlines the procedures for conducting a firm survey using tablet computers including: 1) Developing an Android application for data entry on tablet PCs and storing data in the cloud. 2) The survey procedures include sampling design, survey tool development, fieldwork planning, interviewer recruitment and training, and fieldwork management. 3) Advantages of using tablets include cost effectiveness, easier administration, faster research cycle, accuracy, and ease of use.

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Power of Knowledge SURVEY PROCEDURE Participation and regulatory compliance Project Firm survey
Survey tool
Survey tool Tablet PC Data entry software (Android application) Internet Cloud server for data storing and displaying
Build (XLS or XML) Collect Aggregate
2. Survey tool ADVANTAGES Cost effectiveness Easier survey administration Faster research cycle Accuracy Ease of Use Endless supply Security
Survey Procedures at Mekong Development Research Institute
SURVEY PROCEDURE Sampling design Survey tools development Fieldwork plan Interviewer recruitment Interviewer training Fieldwork management and supervision Data analysis Survey report writing
1. Sampling Design Using most updated, reliable sampling frame (Agro census, Enterprise census, VHLSS, MOLISA census, etc) Sample size must be optimized to ensure the representativeness and cost efficiency. Sample coding to avoid overlapping and to merge with other popular comprehensive database for further analysis. Sample list is provided to locality at least 1 week prior to fieldwork for logistic arrangement. For this project, survey frame is a merge of Enterprise census 2013 data and Tax authority data. Block randomization design is used for sampling.
2. Survey tool development Paper questionnaire design and finalization Tablet data entry software (tab-form) development on Excel file. The tab-form version 1 should be completed before piloting (if any). It also can be finalized during enumerator training. No revision is allowed after fieldwork. Sample list is also included into Tablet software for interview convenience and reducing errors (cascading). Tabform for this survey is build in both English and Vietnamese
Team work (2 5 persons), 1 team leader A team will be assigned for interviewing in 1 PSU within 1 -2 days, 0.5 day for travelling Number of team members depend on workload Fieldwork plan (enumeration area, timeline) should allow optimum travelling route Survey time from 7 to 30 days maximum (enumerators health, learning curve, travelling cost) 3. Fieldwork plan
3. Fieldwork plan Individual enumerator Round 1: 18 enumerators x 25 working days (4 firms/day/enumerator) Round 2: 14 enumerators x 10 working days (5 firms/day/enumerator) Fieldwork plan is based on invitation and appointment confirmed with firms.
4. Interviewer recruitment MDRI interviewer network (2000 research social work lovers) Pool of 300 candidates applied: graduate students, professional interviewers, retired Interviewer selection process: Round 1: CVs scanning Round 2: Face to face interview ( part of questionnaire + presentation skill) Round 3: Interviewer training 20% more candidates will be called for training course for final selection and reservation
5. Interviewer training course Direct training provided to every enumerators Covering contents of: Background information for the survey Detailed contents of the questionnaire set Presentation and Interview skills, problem solving skill Using Tablet PC and data entry software Practicing, demonstration and Q&A Fieldwork principle and protocol Field piloting Logistics and financial issues
6. Fieldwork management
6. Fieldwork management
7. Data cleaning and analysis Compiling data retrieved into final data set Cleaning the data set Do data analysis as required
8. Survey report Survey protocol from design to implementation Issues and problems of the survey execution Recommendation for future surveys
TABLET SURVEY EXPERIENCE

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Survey Procedures at Mekong Development Research Institute

  • 1. Power of Knowledge SURVEY PROCEDURE Participation and regulatory compliance Project Firm survey
  • 3. Survey tool Tablet PC Data entry software (Android application) Internet Cloud server for data storing and displaying
  • 4. Build (XLS or XML) Collect Aggregate
  • 5. 2. Survey tool ADVANTAGES Cost effectiveness Easier survey administration Faster research cycle Accuracy Ease of Use Endless supply Security
  • 7. SURVEY PROCEDURE Sampling design Survey tools development Fieldwork plan Interviewer recruitment Interviewer training Fieldwork management and supervision Data analysis Survey report writing
  • 8. 1. Sampling Design Using most updated, reliable sampling frame (Agro census, Enterprise census, VHLSS, MOLISA census, etc) Sample size must be optimized to ensure the representativeness and cost efficiency. Sample coding to avoid overlapping and to merge with other popular comprehensive database for further analysis. Sample list is provided to locality at least 1 week prior to fieldwork for logistic arrangement. For this project, survey frame is a merge of Enterprise census 2013 data and Tax authority data. Block randomization design is used for sampling.
  • 9. 2. Survey tool development Paper questionnaire design and finalization Tablet data entry software (tab-form) development on Excel file. The tab-form version 1 should be completed before piloting (if any). It also can be finalized during enumerator training. No revision is allowed after fieldwork. Sample list is also included into Tablet software for interview convenience and reducing errors (cascading). Tabform for this survey is build in both English and Vietnamese
  • 10. Team work (2 5 persons), 1 team leader A team will be assigned for interviewing in 1 PSU within 1 -2 days, 0.5 day for travelling Number of team members depend on workload Fieldwork plan (enumeration area, timeline) should allow optimum travelling route Survey time from 7 to 30 days maximum (enumerators health, learning curve, travelling cost) 3. Fieldwork plan
  • 11. 3. Fieldwork plan Individual enumerator Round 1: 18 enumerators x 25 working days (4 firms/day/enumerator) Round 2: 14 enumerators x 10 working days (5 firms/day/enumerator) Fieldwork plan is based on invitation and appointment confirmed with firms.
  • 12. 4. Interviewer recruitment MDRI interviewer network (2000 research social work lovers) Pool of 300 candidates applied: graduate students, professional interviewers, retired Interviewer selection process: Round 1: CVs scanning Round 2: Face to face interview ( part of questionnaire + presentation skill) Round 3: Interviewer training 20% more candidates will be called for training course for final selection and reservation
  • 13. 5. Interviewer training course Direct training provided to every enumerators Covering contents of: Background information for the survey Detailed contents of the questionnaire set Presentation and Interview skills, problem solving skill Using Tablet PC and data entry software Practicing, demonstration and Q&A Fieldwork principle and protocol Field piloting Logistics and financial issues
  • 16. 7. Data cleaning and analysis Compiling data retrieved into final data set Cleaning the data set Do data analysis as required
  • 17. 8. Survey report Survey protocol from design to implementation Issues and problems of the survey execution Recommendation for future surveys

Editor's Notes

  • #16: Identify factors affecting the accuracy, validity and reliability of survey data How to prevent and correct errors, How to avoid common causes of mis-reporting
  • #18: Most of the surveys do not provide adequate survey documentation, making it difficult for users to fully understand the survey protocol, and apply for their future surveys. Our survey documentation will describe in detail all steps, from survey design to survey implementation with sampling methodology, survey design strategy, enumerator recruitment and training, issues and problems in survey execution. This will be useful to data users, survey designer and implementor and provide a good reference for future surveys.