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Conducting a Participatory Situation Analysis of.pdf - Global HIV ...

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Working Definitions<br />

When developing the analysis protocol for data<br />

collection methods, the Advisory Team must consider<br />

and clarify the following terms based on<br />

country context (Note: explanations <strong>of</strong>fered are<br />

illustrative).<br />

Household: Group <strong>of</strong> people who share the<br />

same space to sleep and share common meals;<br />

and where there is caring for children below the<br />

age <strong>of</strong> 18 (or otherwise defined by the <strong>Situation</strong><br />

<strong>Analysis</strong> Advisory Team) identified as OVC. (Note:<br />

several households can exist under one ro<strong>of</strong>.A<br />

person living alone, or a group <strong>of</strong> unrelated people<br />

sharing the same space to sleep and eat, such<br />

as partners or roomers, is also counted as a<br />

household.)<br />

Orphan: Child 18 years or younger who has lost<br />

his or her mother or father or both.<br />

Vulnerable child: Child who is at increased risk<br />

or whose well-being is significantly jeopardized<br />

due to a terminally ill parent, high level <strong>of</strong> poverty,<br />

abandonment, displacement, institutionalization, or<br />

who is living in a household with orphaned children.Also,<br />

child living with <strong>HIV</strong> or who is less<br />

than 5 years <strong>of</strong> age born to a mother with <strong>HIV</strong>.<br />

Primary caregiver: Person living in a household<br />

who spends the most amount <strong>of</strong> time caring,<br />

without being paid, for the welfare <strong>of</strong> children in<br />

the household.<br />

Head <strong>of</strong> household or guardian: Individual<br />

with decision-making and/or financial management<br />

responsibilities, including child-headed households.<br />

• Make possible response lists exhaustive and exclusive.<br />

• Do not ask two questions at once. For example,<br />

“When did you leave school and start working for<br />

the first time?” wrongly assumes that all respondents<br />

stopped going to school before going to work for<br />

the first time.<br />

It is essential to pre-test survey instruments, even previously<br />

used surveys, to adapt survey instruments to local<br />

settings. Pre-testing involves translating the instruments<br />

into local languages and using appropriate local terminology.<br />

To test for both linguistic accuracy as well as<br />

conceptual comprehension, all questions should be pretested<br />

with target informants and, ideally, back-translated<br />

into the original language. If questions in the back-translated<br />

version do not mean the same thing as in the original<br />

version, it is necessary to make adjustments to local<br />

language translation. Translation and back-translation<br />

make it possible to verify that every interviewer is asking<br />

the same questions in every household.<br />

It is common to pilot-test the survey procedures following<br />

the pre-test. The pilot-test is an abbreviated version <strong>of</strong> the<br />

actual survey that is conducted by situation analysis field<br />

staff to simulate actual data collection procedures, but it<br />

is carried out in an area that will not be included in the<br />

sample. At the end <strong>of</strong> the simulation, team members are<br />

debriefed on what went well and what could be improved<br />

How does interviewing with structured questionnaires<br />

work?<br />

Quantitative interviewing relies on a uniform approach<br />

and consistency. A detailed protocol maps out how<br />

respondents are to be selected and exactly what set <strong>of</strong><br />

questions each respondent will be asked. Any variations<br />

in the protocol will affect the data that are collected and,<br />

ultimately, the findings. Interviewers must ask every<br />

respondent the same questions in the same way. With a<br />

pre-tested questionnaire in hand, the team <strong>of</strong> interviewer<br />

and psychosocial support person (PSSP) should approach<br />

every house as specified by the sampling methodology.<br />

Quantitative methodology, from interviewing to data<br />

analysis, must adhere to strict protocols with minimal, if<br />

any, subjective action. All interviewers should carefully<br />

follow the interviewer guidelines relating to consent and<br />

sequence <strong>of</strong> questions. Team leaders and field supervisors<br />

are responsible for quality control, such as ensuring that<br />

questionnaires are completed. Data coding and data<br />

entry must also not deviate from the protocol. It is this<br />

ever-present consistency that makes quantitative data<br />

valid, reliable, and generalizable. It is also why questionnaires<br />

should be combined with more flexible data collection<br />

methods that can deepen the meaning <strong>of</strong> the<br />

standardized responses.<br />

Sampling design<br />

Interviewing based on structured questionnaires, as<br />

presented in this Guide, requires a great deal <strong>of</strong> care to<br />

identify the sample and specify the sampling design.<br />

Doing so means that the results <strong>of</strong> these interviews will<br />

be generally reliable and that the data can be compared<br />

over time with some confidence.<br />

The sample is the part <strong>of</strong> the population selected to<br />

represent the whole population. Sampling design defines<br />

the universe and domains for the survey, the sample size<br />

requirements, the number and size <strong>of</strong> clusters or data<br />

collection sites, and other major parts <strong>of</strong> the sampling<br />

strategy.<br />

44<br />

Guidelines and Tools

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