Data Collection Planning Worksheet
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1Data Collection Planning Worksheet
Purpose – to create a clear plan across all data sources and methods that will allow you to ensure balance, use resources wisely, and track
progress
Investigative Question
Sub‐Question
Data Source(s)
Sample
Method
Administrator
Schedule
(who or what)
(which individuals or
(how)
(who will manage
(by when)
records)
collection)
Drawn from the Question
Drawn from the
Who or what
Within those data
How will you
Who is responsible
What is the
Matrix
Question Matrix
sources can help
sources, which
gather the data?
for managing data
timeframe for
answer the
individuals or
questionnaire?
collection related
gathering data?
question?
records will you
survey? focus
to this question
choose?
group? interview?
and gathering it
for analysis?
Tips:
o Be sure that those investigative questions identified as most important to your Steering Committee and stakeholders are given priority
in any funding or time constraints
o Ensure that data from any given source is linked to all of the investigative questions it supports – for example, interviews with the
supervisors of CHWs are likely to provide input on many different questions, and on questions that cover all four essential factors
(expectations, ability, opportunity, and motivation)
o Be sure that the sample and method you choose will support your Acceptable Evidence Worksheet targets for each question—for
example, if your acceptable evidence is based on a percentage of CHWs reporting, ensure you either reach that percentage of all CHWs
or that you pull a representative same so you can generalize with confidence to the larger population
o If a needs analysis loses momentum, it is often in the data collection stage ‐‐ ensure Administrators of each data collection method have
the resources needed to capture the data, and follow up with them on a regular basis to ensure they stay on schedule
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Parent category: Business