Structuring a Survey Pilot
Structuring of a survey pilot involves agreeing upon the logistics (practical aspects) of a survey pilot, including duration, approvals, review sessions, and training. In order to conduct a successful pilot, the research team must discuss each of these aspects in detail to ensure that the survey pilot is conducted smoothly. A good pilot helps to improve the quality of the data collection process and the survey protocols.
- Survey pilot involves carrying out interviews and tests on different components of a survey, including content and protocols.
- The research team should discuss the structure with all participants of a pilot, and resolve any issues that might come up.
- While finalizing the structure, keep the pilot timeline in mind.
- A pilot should be conducted before enumerator training to avoud enumerator effects, which arise when different enumerators ask the same question differently to different respondents.
Duration of the Pilot
- Pilot until there are no more substantial changes to be made. Field plan will depend on:
- Extent of changes to be made
- Availability of printing facilities (if paper pilot) in the area where you are piloting.
- Where the pilot location is (if far from home-base, and teams are staying in the area, breaking for a full day may not be practical / cost-effective)
Check what approvals are needed. Sometimes local IRB approval is required even for a pilot. A letter of support from the relevant Ministry or implementing partner always helps.
- Consider obtaining IRB approval before the pilot (when an IRB is needed). When you are developing new instruments, there are some opportunities for publication even at the piloting level. The PIs will know when this is a possibility. This requires further planning but it can be well worth it.
for feedback and revision
- Plan time for group feedback and discussion sessions at the end of each day.
- Make sure all voices heard at feedback sessions (especially if age/ gender/ ethnicity differences)
- Finish fieldwork early so there is time to debrief. You will get better feedback if the team is not tired and hungry!
- Plan sufficient time to make revisions each evening, and pilot again the next day
- If logistically feasible, best to pilot every other day (otherwise all-nighters are common)
- For pen-and-paper pilots, make sure you will have access to a printer to make and share revisions in real time.
- Depending on context, using research budget to purchase a printer the FC can travel with may be necessary/ cost-effective.
- Be aware of the need for careful version control: If the survey is in a language the FC doesn't understand, it can be tricky to keep track of daily changes in both local language and English version.
- Best to work with an assistant who speaks the local language to make the edits in that version of the survey while the FC makes them in the English version.
- Ideally this is someone other than an enumerator (they should go rest so they're fresh for the pilot on the following day, and end of the day edits can go well into the night if piloting needs to happen the next morning)
- If you will be ‘pre-loading’ data during the survey (e.g. from a baseline survey), you will need to simulate this during the pilot.
- If you have reduced the sample size from previous rounds, you can use non-sampled households for whom baseline data exists.
- Otherwise you may need to do ‘pre-interviews’ one day ahead to collect basic indicators for pre-loading. This is logistically challenging, but very worthwhile!
This article is part of the topic Survey Pilot
- DIME Analytics’ guidelines on piloting surveys
- DIME Analytics’ guidelines on survey design and pilot