QUICK GUIDE 3 - MAIN STEPS
QUICK GUIDE 3 - MAIN STEPS
Piloting the method and adjusting
methodology
A pilot is a replica of the planned data collection exercise but conducted at a smaller
scale. Piloting a selected method, particularly when it comes to testing the questions
intended for use, is an important step. It is imperative that the timeline and budget
allocated for undertaking qualitative data collection allows for the method(s) to be
piloted and the results of the pilot to be analyzed so that necessary adjustments can be
made to the methodology.
To be helpful, the pilot of the method should be undertaken in a manner as similar to the
final data collection phase as possible (including training of facilitators and interviewers).
The only difference should be the scale of the exercise. If data collection occurs in
more than one location, then the method should ideally be piloted in all locations where
final data collection will take place, as different issues can arise in different settings.
If multiple pilots are conducted, they should all be completed before the final data
collection in any location takes place so that adjustments of cross-cutting or generic
nature that can be comprehensively implemented. A short report should be written at
the conclusion of the pilot study.
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Undertake data collection
Data collection exercises must be undertaken by interviewers, facilitators and
enumerators who understand the purpose of the data collection exercise and who
have been trained and vetted. Trainers should encourage trainees to ask questions
and ensure that all aspects of the data collection exercise are understood before the
fieldwork commences. Where possible, training sessions should be organized before
fieldwork commences and include simulations of the method(s) that will be used to
collect information from affected individuals and groups.
It is imperative that data collection exercises are adequately staffed. While on the one
hand involving too many people in the data collection exercise can have a negative
impact on the willingness of affected individuals or groups to share information, or can
create the impression of a spectacle, drawing unwanted observers and bystanders,
having too few can adversely impact on the accuracy, quality and depth of the
data collected. Where possible, it is also important that the data collection team is
accompanied by a member of a local partner organization who is familiar to and trusted
by the affected individuals and communities.
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