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Conducting assessments

Data collection will be driven by the assessment framework and the available information. A worksheet can be developed listing the indicators to be assessed and their data sources.

 

Download the file "Data collection worksheet" to support your work.

 

Data can be both qualitative and quantitative. Self-assessment and/or web assessment can be utilized depending on the context. Self-assessment instruments are a good way of unveiling perceptions and attitudes, which is important for understanding root causes and aspects relating to the informal structures in place. Web based assessment tools can increase accessibility and levels of participation.

 

When deciding on the approach to collection and analysis, it is useful to reflect on the purpose of the assessment. This will help decide on the type of data to be collected, who should collect it, if it should be collected periodically to enable tracking of trends, etc.

 

 

Things to remember

Different stakeholders will react differently to the data collection process, e.g. the willingness and openness to provide data and information. Therefore plan the communications and information that is provided, as well as the way that data is collected, to take these kinds of reactions into consideration. This can be done by taking care to explain how the assessment results will be used and to remind participants that the assessment is not an individual performance review or audit. Where possible, harness the engagement of supportive stakeholders.

 

Practical things to remember:

  • Assign roles and responsibilities
  • Review existing literature
  • Prepare interview guides, questionnaires and work sheets
  • Plan travel, meetings and workshops
  • Compile and analyze data and report

 

Files

Data Collection Worksheet

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