Field Management

Read First

Careful management of field staff, contractors, and survey firms is essential to completing data collection on time, on budget, without missing observations, and at high quality. Without direct (and usually intensive) oversight of this critical process, unknown errors can enter the dataset. If these errors are made systematically by the data collection team, they can induce biases of unknown size and direction into the estimates of program effects for even the best-executed intervention.

Guidelines

Essential steps for good field management include:

• Developing clear, detailed Survey Protocols
• Creating a Data Quality Assurance Plan
• Conducting Back Checks
• Monitoring Data Quality while data collection is ongoing

Additional Resources

• Enumerator Training
• Preparing for Data Collection
• Preparing for the survey checklist
• Random Audio Audits
• Checklist: Preparing for a Survey Pilot
• Field Coordinator
• Piloting Survey Protocols
• Structuring a Survey Pilot
• Survey Budget
• Survey Firm
• Survey Firm Procurement
• Survey Firm TOR
• Survey Pilot
• Survey Pilot Participants
• Survey Protocols
• Timeline of Survey Pilot
• Training Guidelines: Content and Structure