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| == 1. Preparing for a Survey Pilot == | | <onlyinclude> |
| === All stages ===
| | Get printable version [https://dimewiki.worldbank.org/index.php?title=Checklist:_Preparing_for_a_Survey_Pilot&printable=yes here]. For more resources on the topics covered in this checklist, see [[Survey Pilot]], [[Structuring a Survey Pilot]], [[Piloting Survey Content]] and [[Piloting Survey Protocols]]. Note that this checklist is best displayed in Chrome, Firefox, Safari or any other modern browser. |
| [] Have you identified a sufficient number of qualified interviewers? | |
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| [] Have you trained the interviewers on the survey instrument?
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| [] Have you identified a comparable area and population for the pilot?
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| [] Have you secured all approvals / letters of support needed in your context?
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| [] Has someone contacted the local leaders in the pilot area to inform them of planned survey activity?
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| [] Will the team be staying overnight in the pilot area? If so, do you have necessary permissions to travel (from government, World Bank, etc)?
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| [] Has someone taken care of the logistics (e.g. car rentals, meals or per diem for interviewers)?
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| [] Do you have a venue reserved for training the interviewers?
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| === Pre-Pilot ===
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| [] Do you have a set protocol for identifying participants in focus group discussions?
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| [] Do you have a form prepared for interviewers to record qualitative observations and notes from discussion?
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| [] Have you tested interviewers’ note-taking abilities during the training and provided feedback on content and handwriting?
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| [] If you do not speak the local language(s), do you have a tried-and-true research assistant to accompany you to translate?
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| === Content-focused Pilot ===
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| [] Is the questionnaire you are piloting fully translated into the local language?
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| [] Is the instrument formatted for printing? Make sure there are sufficient margins on all pages for taking notes.
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| [] Did you print enough copies of the instrument for all interviewers and all people accompanying interviews to have a copy for each planned interview?
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| [] Does the survey instrument include both the research team language and local language (where different)? If not, remember to print out copies in each language as applicable.
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| [] Do you have access to a printer to print revisions in real time if significant changes are needed?
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| [] Have you instructed interviewers (or observers) to record the start and end time for each module?
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| === Data-focused Pilot ===
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| [] Have you office-tested the final version of the programmed instrument for any bugs, and to ensure that all questions appear as expected and reflect the final translation?
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| [] Do you have enough tablets for all interviewers and all people accompanying interviews?
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| [] Have you set up a SurveyCTO server for the pilot? (For DIME members: Remember, no data can be uploaded to the DIME Test server.)
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| :: [] Is the name for the pilot form on the server clearly distinguishable from the final survey?
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| :: [] Have you assigned a form id unique to the pilot? (to avoid confusing pilot data with final data)
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| :: [] Do all team members who need it have log-on information?
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| [] Is the SurveyCTO Collect app updated to the version of SurveyCTO your server is running? (See the ‘Collect’ tab on your server for instructions.)
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| :: [] Best to update your server and app to the latest version of SurveyCTO before starting the pilot.
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| :: [] Once you have piloted, avoid updating the app even if a new version is released, to avoid compatibility issues.
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| [] Are all tablets / phones running the most updated version of their operating system (OS)? (or at a minimum, are they all running exactly the same OS?)
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| [] Are all tablets / phones set to the correct date and time?
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| [] Is the pilot-form downloaded and ready-to-go on all tablets?
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| [] Are all tablets fully charged? Do you have battery packs with you in case any batteries run out?
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| [] Do you have a couple of paper copies of the survey, for observers to use, and/or as a last resort in case of unsolvable tablet problems?
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| [] Have you built in time to the field plan to make any required revisions to the programming and re-download the revised forms on all tablets?
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| [] Have you set up Stata do-files for importing and labeling data?
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| [] Have you set up a Stata do-file for running high frequency checks?
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| ==Back to Parent == | | ==Back to Parent == |
| This article is part of the topic, [[Check Lists for Field Coordinators]]. | | This article is part of the topic [[Check Lists]]. |
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| | ==Additional Resources== |
| | *DIME Analytics’ guidelines on [https://github.com/worldbank/DIME-Resources/blob/master/survey-guidelines.pdf piloting surveys] |
| | *DIME Analytics’ guidelines on [https://github.com/worldbank/DIME-Resources/blob/master/survey-instruments.pdf survey design and pilot] |
| [[Category: Survey Pilot]] | | [[Category: Survey Pilot]] |
