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Tools & Approaches

Concerning surveys and data issues



Outcome/ Impact Studies:

  • Outcome or Impact Studies give a comprehensive overview over the main outputs, outcomes, impacts, sustainability etc. of an activity or working area.


  • They combine all information from several sources, usually Mixed Method Surveys, Stakeholder Interviews and project monitoring information.


  • The findings are visualized graphically and summarized in a brief report.



Mixed Methods Surveys:

  • Mixed Method Surveys combine the strengths of quantitative and qualitative methods, by using a mid-sized sampling.


  • They include numbers, ratings and narratives (e.g. opinions, descriptions of processes etc.)


  • Usually for one study several surveys are combined and various types of stakeholder are interviewed by using customized questionnaires.



Functional MS Excel data-collection & processing tools:

  • In most cases Mixed Method Surveys, as described above, do not require the use of complicated statistical programs, but can be implemented completely by using MS Excel.


  • Also, other tools such as Training Evaluation Questionnaires can be completely carried out in MS Excel and include the following features:

    • Guidelines on how to use the Tool

    • Printout sheet (note: needs to fit on a single page)

    • Data-entry sheets

    • Database

    • Analysis sheets (quantitative & qualitative)

    • Report format, including charts.


Efficient Stakeholder Interview processes and formats:

  • The developed methodology allows the customization of guide-questions for each interviewee in an efficient and systematic manner.

  • Interviews are recorded in a detailed manner.

  • Very large amounts of recorded information can be summarized and analysed in an efficient and systematic way.

Concerning monitoring systems



Results Models:

  • Results Models form the basis of a Result-Oriented Monitoring System by defining the main activities including their outputs, outcomes and inter-linkages.


  • The Results Model shows the structure of the project/program and the system boundaries/ attribution gap.


  • Thereby it also enables the localization and confirmation of the indicators within the logical structure of the intervention.


  • All information needs of the monitoring system are identified through the Results Model.


 Indicator & Monitoring Matrix:

  • All indicators and further key information needs of the monitoring system are listed in the Indicator & Monitoring Matrix.


  • All required Data Collection Tools, including responsibilities, timing, sampling and further technical details are specified.


  • Data Collection Tools are designed on this basis.



Planning and Reporting Format:

  • Developed planning formats enable meaningful planning by not only naming activities, but also specifying their outputs and outcomes in a brief but clear manner.


  • The way responsibilities are recorded enables filtering and therefore easy use by all project staff.


  • The formatting of the planning timeline enables follow-up in an easy and visualized manner.


  • Later reporting can easily be built into the planning format and facilitate efficient project management.


 Training/Event Evaluation Tool:

  • A brief (1 page) and a more detailed (4 page) Training/Event Evaluation questionnaire are available.


  • The Tool does not only consist of the questionnaire but can include all the further features described in the section headed “Functional MS Excel data-collection & processing tools”.



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