Difference between revisions of "Survey Budget"

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== Read First ==
== Read First ==
Preparing estimated survey budgets is an important component of planning for and designing an impact evaluation. While the final cost of the exercise may depend on bids from research firms; it is important for the research team to have an accurate estimate of data collection costs, to verify that the data strategy is feasible and the study will be [[Sampling & Power Calculations|well-powered]] given the research budget.  
Preparing estimated survey budgets is an important component of planning for and designing an '''impact evaluation'''. While the final cost of the exercise may depend on bids from research firms; it is important for the [[Impact Evaluation Team|research team]] to have an accurate estimate of [[Primary Data Collection|data collection]] costs, to verify that the data strategy is feasible and the study will be [[Sampling & Power Calculations|well-powered]] given the research budget.  


== Guidelines ==
== Guidelines ==
=== Step 1: Make a list of things your budget should include ===
=== Step 1: Make a list of things your budget should include ===
Salaries
* Salaries
Allowances
* Allowances
Equipment
* Equipment
Transport
* Transport
Stationery
* Stationery
Other
* Communication
Make a list of all the things that will go into your budget
* Other


=== Step 2: Talk to people who have implemented surveys in your setting! ===
=== Step 2: Talk to people who have implemented surveys in your setting! ===
How much do they pay for standard survey cost items?
* How much do they pay for standard [[Survey Pilot|survey]] items?
How do they organize transport for enumerators? Accommodation?
* How do they organize transport and accommodation for [[Enumerator Training|enumerators]]?
Add item costs to the list you made
Add estimated item costs to the list you made


=== Step 3: Assumptions - Think through how the fieldwork might be organized ===
=== Step 3: Assumptions - Think through how the fieldwork might be organized ===
# surveys/person/day?
* Number of [[Survey Pilot|surveys]] per person per day?
# teams I can realistically monitor?
* Number of teams that can be realistically supervised?
time constraints
Consider time constraints for implementation (especially if a baseline '''survey'''), training duration, and field logistics (e.g. will [[Enumerator Training|enumerators]] move by private car, public transport, etc.)
training duration
transport: car hire/okada/own bikes?


=== Step 4: Bring it all together ===
=== Step 4: Bring it all together ===
Link each budget line item with the assumptions and with the standard rates
Link each budget line item with the assumptions and with the standard rates. It's best practice to add buffer '''survey''' days in case of delays (15-20% extra is recommended).
Add a buffer survey days in case there are delays. 15-20% extra is a good idea
 
Budget for contingencies: unanticipated delays, re-training, fuel price hikes
Budget for contingencies: unanticipated delays, re-training, fuel price hikes. Also make sure to take into account gross vs. net budgeting. There may be country-related administrative costs (i.e. taxes) that you have forgotten.
Make sure to take into account gross versus net budgeting, there may be country related administrative costs (i.e. taxes) that you have forgotten.


== Back to Parent ==
== Back to Parent ==
This article is part of the topic [[Survey Firm Procurement]]
This article is part of the topic [[Survey Firm Procurement]]


== Additional Resources ==
== Additional Resources ==
Please add here any articles related to this topic, with a brief description and link
*DIME Analytics' guidelines on [https://github.com/worldbank/DIME-Resources/blob/master/survey-budgeting.pdf survey budgeting]


[[Category: Survey Firm Procurement]]
[[Category: Survey Firm Procurement]]

Latest revision as of 18:59, 7 August 2023

Read First

Preparing estimated survey budgets is an important component of planning for and designing an impact evaluation. While the final cost of the exercise may depend on bids from research firms; it is important for the research team to have an accurate estimate of data collection costs, to verify that the data strategy is feasible and the study will be well-powered given the research budget.

Guidelines

Step 1: Make a list of things your budget should include

  • Salaries
  • Allowances
  • Equipment
  • Transport
  • Stationery
  • Communication
  • Other

Step 2: Talk to people who have implemented surveys in your setting!

  • How much do they pay for standard survey items?
  • How do they organize transport and accommodation for enumerators?

Add estimated item costs to the list you made

Step 3: Assumptions - Think through how the fieldwork might be organized

  • Number of surveys per person per day?
  • Number of teams that can be realistically supervised?

Consider time constraints for implementation (especially if a baseline survey), training duration, and field logistics (e.g. will enumerators move by private car, public transport, etc.)

Step 4: Bring it all together

Link each budget line item with the assumptions and with the standard rates. It's best practice to add buffer survey days in case of delays (15-20% extra is recommended).

Budget for contingencies: unanticipated delays, re-training, fuel price hikes. Also make sure to take into account gross vs. net budgeting. There may be country-related administrative costs (i.e. taxes) that you have forgotten.

Back to Parent

This article is part of the topic Survey Firm Procurement

Additional Resources