DATA INFORMATION
GATHERING FOR EFFECTIVE
REPORT WRITING
1
Learning Objectives
• At the end of the session, participants will be
able to:
– identify key considerations in data gathering for
effective report writing;
– describe various data gathering methods; and
– adopt good practices in gathering.
Introduction
• Reports are structured written documents
about an event or issue
• reports are delivered to an audience, usually
containing facts, opinions and
recommendations/ suggestions.
Introduction… cont
• Their main purpose is to pass across
information to aid decision making..
• This could be in terms of:
– getting knowledge about an issue, a concept, a
process etc; or
– inspiring a course of action (choice, way of
thinking etc);
Introduction… cont
The true value of a speech/ report is hinged
upon the authenticity of the information
contained therein.
adequacy of data;
relevance of data; and
reliability of data
The quality and usefulness of a speech/
freport depends, therefore on the quality of
the data that goes into it.
Introduction… cont
Quality data can be useful in:
establishing a catchy introduction;;
presenting a compelling argument; and
making valid recommendations/ suggestions.
It also has the potential of making a speech/
report to be:
rich;
concise; and
convincing
Data Gathering Process
• Data gathering, otherwise called data
collection, is often formalised through a
data collection plan which often contains the
following activity.
– Pre collection activity — agree on goals, target
data, definitions, methods
– Collection — data collection
– Present Findings — usually involves some form of
sorting, analysis and/or presentation.
Data Gathering Process… cont
• A formal data gathering process is useful
as it ensures that data gathered are both
defined and accurate and that subsequent
decisions based on arguments embodied
in the findings are valid.
Data Gathering Process
• Develop clear objectives
– Know what you want to achieve
– Know what data you need
– Identify your stakeholders – data sources and
users
• Determine scope and resource allocation
– Scope by type of data or coverage of the data
Data Gathering Process Cont’d.
Estimate level of human, financial, physical
and technical resources
Choose methodology
Data Gathering (Survey or other methods)
Data Analysis and Evaluation
Develop communication strategy
Communication before, during and after
Communication of findings and recommendations
Communication of implementation of
recommendations
Data Gathering Methods
To decide on the most appropriate method of
data collection, you must know:
What data do you need to achieve objectives?
From whom do you need to collect it?
What is the most appropriate way of collecting data
in your organisation?
The choice of method depends on the nature
and scale of the assignment, the type of
information required, and the frequency, ease
and cost of collection.
Survey Methods
Questionnaires
Interviews
Personal
Focus Group
Other Methods
Observation
Each method has its own advantages and
drawbacks.
Most provide qualitative data
Questionnaires
• Questionnaires:
– Can be used to collect both qualitative and
quantitative data
– Can be distributed manually or electronically
– Can reach a vast number of people regardless of
physical location or geographical dispersion
– Can be distributed quickly and cheaply
– Can be used when human and financial resources
are not available to conduct interviews
Questionnaires:
Advantages & Limitations
• Questionnaires work well for:
– Measuring awareness
– Gathering usage statistics
• Questionnaires do not work well for:
– Evaluating value of service
– Identifying usage barriers
– Discovering deficiencies in your service or
collection
Optimizing Questionnaires
“Sell” purpose and importance before
distribution and provide an incentive
Keep them short, structured and grouped
according to purpose
Let respondents know the number of questions
Give clear instructions, appropriate time and
due date for return
Use terminology or language familiar to your
users
Optimizing Questionnaires Cont’d.
• Avoid surveying for data you can find
another way
• Test or pilot to a sample group before
distribution
Interviews
• Personal Interviews
– Can be used to obtain more in-depth information
from (key) informants on an issue.
– Can be used to obtain individual perspectives
Interviews Cont’d.
Focus groups
A focus group is a carefully planned and moderated
discussion to obtain perspectives on a defined area
of interest in a non-threatening environment.
Participants express their views openly; it is not an
attempt at problem-solving and does not seek
consensus.
It is particularly useful in evaluation, where the
aim is to obtain as wide a range of
stakeholder/beneficiary views as possible.
Groups typically contain 6- 10 people: large
enough to provide for a range of views but small
enough for everyone to contribute.
Interviews Cont’d.
• Focus Group interviews
– Can be used when interaction of participants will
generate ideas
– Can be used as good sounding boards for ideas of
new services
– Can be used to survey participants on the same
organisational level
– Can be used to survey departments or teams with
a common goal or interest
Interviews: Advantages & Limitations
• Interviews work well for:
– Personal contact
– Immediate responses
– Allowing participants to express themselves in own
words
– Allowing the collection of a large volume of rich data
– Allowing discussion, probing and unexpected insights
– Investigating problems
Interviews: Advantages & Limitations Cont’d.
• Interviews do not work well as:
– They are costly in terms of time and resources
– The quality of data is reliant on the skill of the
interviewer
– Anonymity is not possible, so “frank and open”
discussion is subjective
– They can be extremely difficult to schedule
without directive from management
Observation
• Reviews the environment in which actions
take place in order to create a view of “how
things work”.
• Watch, follow and record activities as they are
performed –then interpret observations and
draw conclusions.
Observation Cont’d.
• Observation involves
– Selecting the representative group you will
observe
– Investigating information repositories (files,
collections)
– Silently observing work routine and
following up with verbal questions
Observation: Advantages & Limitations
• Observation works well when:
– You are more interested in “behaviour”
rather than “perceptions” of the users.
– You require a qualitative view of how things
work.
Observation: Advantages & Limitations…
• Observation does not work well as:
– Observation changes behaviour. What is
observed is not normal behaviour
– There is no way to verify observations and
the inferences drawn from them
– The observer may be biased and not
completely objective
Secondary Data Collection
• Primary data are first hand made data
collected from the original source by an
investigator.
• All the methods discussed above can be
grouped as primary data.
Secondary Data Collection…
• Secondary data is existing data that has been,
or will be, collected for another purpose.
• The use of secondary data represents a cost
and time saving and effort should be made to
establish what secondary data exist and the
relevance of it before collecting primary data.
Secondary Data Collection Cont’d.
• Even if secondary data does provide
appropriate indicators, it may be out of date or
it may not cover the geographic area and units
of study required.
• Once secondary data has been deemed
available, appropriate and relevant, it must also
be assessed for reliability.
• Caution should be taken when using data for
which sampling and methodologies used are
not described.
Secondary Data Collection Cont’d.
• Secondary data can be collected from a
number of different sources, including:
– Official records and surveys undertaken by
government agencies, research institutes,
or other aid agencies.
– Project documents and reports
– Literature reviews by academic researchers
Potential Pitfalls in Data Gathering
Representative Sample
Sample may be small, good enough, wrong
Bias
Solution: use outside consultant or third party
Wrong methodology
Solution: use open‐ended questions for qualitative
data; use close‐ended questions for quantitative data
Timeline
Be realistic. Plan for an adequate period
Ensuring Data Reliability and Validity
• Data gathered should be tested for reliability
and validity:
• This can involve things like:
– Comparing data from multiple sources;
– Using large samples in a survey
– Asking about an issue in 2 or more differently
worded questions
Data Analysis
• Data processing or preparation plan
• Transcription of interviews and observation
findings
• Editing responses
• Coding responses
• Data entry (where applicable)
• Data analysis – using specific techniques to
summarise data gathered in a useful way
Data Analysis
• Analysis should essentially do the following:
– Present the information gathered in an
appropriate summary form, e.g.
• Summarise data
• Identify patterns
– Address the key objectives of the assignment /
report
– Provide the basis for reaching conclusions or
drawing inferences and making recommendations
Presentation of Data
• Many reports rely on narrative data to present
most, if not all of the necessary data;
• Narrative data may be represented in three(3)
ways:
– Standard writing style;
– Tables; and/or
– Figures, Charts, diagrams, maps;
Conclusion
• Data gathering lie at the heart of a successful
report writing.
• There is thus a need to ensure that data is not
only gathered but that what is gathered is
relevant and reliable.