Data Collection Plan – PST06210 Operational Research

NTA Level 6 • Semester 2 • PST06210

Data Collection Plan

Operational Research • Source Session/Topic 18
Full source-text version: all educational wording from the extracted learning source is retained; only presenter/tutor metadata and web-layout noise are removed, while formatting is improved for readability.

Session 18: Data Collection Plan

Total Session Time: 120 minutes + 240 minutes assignment

Prerequisites

 None

Learning Tasks

By the end of this session students are expected to be able to:

 Describe problems that may arise during data collection and how they may be solved.

 Prepare a plan for data collection for the developed research proposal

 Determine the various tasks of the staff needed for research

 Prepare a work schedule (GANTT chart)

 Draw a work schedule (GANTT chart)

Resources Needed

 Flip charts, marker pens, and masking tape

 Black/white board and chalk/whiteboard markers

 Computer and LCD Projector

 Handout 18.1: Example of a GANTT

 Handout 18.2: Example of a work schedule

SESSION OVERVIEW

Activity/

Step Time Content

Method

1 05 minutes Presentation Introduction, Learning Tasks

Presentation

2 15 minutes Typical Problems that May Arise During Data

Buzzing Collection and Solutions.

3 10 minutes Presentation Preparation of a Plan for Data Collection for the

Developed Research Proposal

Presentation

4 25 minutes Group Determination of Various Tasks of the Staff Needed for

discussion Research

5 Presentation Preparation of a Work Schedule (GANTT Chart)

25 minutes

6 Presentation Drawing a Work Schedule (GANTT Chart)

25 minutes

7 05 minutes Presentation Key Points

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8 05 minutes Presentation Evaluation

9 05 minutes Presentation Assignment

SESSION CONTENTS

STEP 1: Presentation of Session Title and Learning Tasks (5 minutes)

READ or ASK students to read the learning tasks and clarify

ASK students if they have any questions before continuing

STEP 2: Typical Problems that May Arise During Data Collection and

Solutions (15 minutes)

Activity: Buzzing (5 minutes)

ASK students to pair up and buzz on the following question for 2 minutes

ASK What problems may arise during data collection and their solutions

ALLOWS few students to respond

WRITE their responses on the flipchart or board

CLARIFY and SUMMARIZE by using the content below

• Possible problems

Sources of data distortion (bias) that might include:

o Deviations from the sampling procedures set out in the proposal.

o Variability or bias in observations or measurements made because

 Research assistants are placed under too much stress

 Inadequate supervision of research assistants.

 Questionnaire not filled in completely

• Solutions

o Training research assistant

o Pretest instrument

o Adequate supervision of data collection

o Revise method to check quality of data

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o Prior anticipation of problems that might occur and prepare plan to overcome them

STEP 3: Preparation of a Plan for Data Collection for the Developed

Research Proposal (10 minutes)

• A Plan for Data Collection

o Listing the tasks that have to be carried out, and who should be involved,

o Making a rough estimate of the time needed for the different parts of the study

o Identifying the most appropriate period in which to carry out the research.

o Scheduling the different activities that have to be carried out each week in a

work plan.

• Pre-Testing

o Before the proposal development is finished, a pre-test of the data collection

and data

analysis procedures should be made.

o The advantages of conducting a pre-test before the proposal is that we can

draft the work plan and budget based on more realistic estimates, as well as

revise the data collection tools before we submit the proposal for approval.

o However, further pre-testing and planning of the research have to be done in

the field.

• Stages in the Data Collection Process

o Stage 1: Permission to proceed

o Stage 2: Data collection

o Stage 3: Data handling

• Stage 1: Permission to Proceed

o Consent must be obtained from the relevant authorities, individuals and the

community in which the project is to be carried out.

 This may involve organizing meetings at national or provincial level, at

district and at village level.

o For clinical studies this may also involve obtaining written informed consent.

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o The principal investigator will be responsible for obtaining permission to

proceed at the various levels.

o The Health Research Unit in the Ministry of Health or the institution organizing

the

course may assist in obtaining permission from the national level.

• Stage 2: Data Collection

o During data collection consider:

 Logistics: who will collect what, when and with what resources

 Quality control (data must be reliable and valid)

o When allocating tasks for data collection, it is recommended that first list type

of data

required.

o Identify who could best implement each of the tasks.

 If it is clear earlier that your research team will not be able to carry out the

entire

study by itself

 Plan to look for research assistants to assist in relatively simple but time-

consuming tasks.

Consider the following:

• Time for Data Collection

o Think about how long will it take to collect data for each component of the

Study?

 The time required to reach the study area(s)

 The time required locating the study units (persons, groups, records),

search for

specific informants (e.g., users or defaulters of a specific service)

 It might take more time to locate informants than to interview them;

consider the number of visits required per study unit.

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o Calculate the number of interviews that can be carried out per person per day

(e.g. 4)

o Calculate the number of days needed to carry out the interviews. For

example: You need to do 200 interviews

o Your research team of 5 people can do 5 x 4 = 20 interviews per day
o You will need 200:20 = 10 days for the interviews
• Calculate the time needed for the other parts of the study, (for example, 10 days)
• Determine how much time you can devote to the study.

o Since the research team usually consists of very busy people, it is unlikely

that team

members can spend more than 30 working days on the entire study:

o 5 days for preparation (including pre-testing and finalizing questionnaires)

o 20 days actual field work

o 5 days data processing + preliminary analysis

• Think of when should the data be collected? The type of data to be collected and

the

demands of the project will determine the actual time needed for the data

collection

• Consider:

o Availability of research team members and research assistants

o The appropriate season(s) to conduct the field work (if the problem is season-

related

or if data collection would be difficult during certain periods)

o Accessibility and availability of the sampled population

o Public holidays and vacation periods

• Stage 3: Data Handling

o Develop a clear procedure for handling and storing data

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o Number questionnaires and other research tools. Decide if this should be

done at the time of the interview or at the time the questionnaires are stored.

o Each tool used will get its own numbers starting from 1. If some data sets are

linked,

e.g., you interview leprosy patients as well as their relatives and neighbors to

analyze

their interaction and possible stigma from different perspectives, better link the

numbers.

o Identify the person responsible for storing data and the place where it will be

stored.

o Decide how data should be stored.

o Record forms should be kept in the sequence in which they have been

numbered. In what sequence should data be collected?

o Other issues to consider during data collection

 In general, it is advisable to start with analysis of data that is already

available.

 data to be drawn from different sources but in one locality should be

collected at the same time.

 It is extremely important that the data collected are of good quality (reliable

and valid).

• Possible sources of data distortion (bias) that should try to prevent, include:

o Deviations from the sampling procedures set out in the proposal.

o Variability or bias in observations or measurements made because:

 Subject changes his/her behavior

 Use of unstandardized weighing scales or inaccurate or no guidelines for

interviewing.

 Variation in researchers’ observations (observer variability) in what they

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observe or measure.

Variations in criteria for measurement or for categorizing answers;

changed them during the study.

• Measures to ensure good quality of data

o Prepare a field work manual for the research team as a whole, including:

o Guidelines on sampling procedures and what to do if respondents are not

available or to co-operate.

o A clear explanation of the purpose and procedures of the study which should

be used to introduce each interview

o Instruction sheets on how to ask certain questions and how to record

STEP 4: Determination of Various Tasks of the Staff Needed for Research

(25 minutes)

Activity: Small Group Discussion (5 minutes)

DIVIDE students into small manageable groups

ASK students to discuss on the following question

• What are various tasks for the staff needed for research you are developing?

ALLOW few students to respond

WRITE their responses on flipchart or board

CLARIFY and SUMMARIZE by using the contents below

• When allocating tasks for data collection, it is recommended that you first list them.
• Then you may identify who could best implement each of the tasks as example given in

the following matrix.

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Task To be carried out by

Reviewing record (hospital + HCs) Research team, with research assistant

Focus group discussions with health staff

Research team

before and after individual staff interviews

Individual health staff interviews Research team

Shadowing RCH nurses Principal investigator

Interviews with mothers (community-based)

Research team, with research assistants

before and after delivery

STEP 5: Preparation of a Work Schedule (Gantt chart) (25 minutes)

• How to Develop a Work Schedule

o Review and revise, if necessary, the list of tasks you prepared for your plan for data

collection.

o Add to the list other tasks you must complete not related to data collection (such as

clearance of proposal; data analysis and report writing; and feedback to authorities

and target group).

o Number all tasks.

o Make revisions, if required

o Preparing a work schedule (Gantt chart)

o Step 1: Consider:

 The time required to reach the study area(s);

 The time required to locate the study units (persons, groups, records);

 If you have to search for specific informants (e.g., users or defaulters of a specific

service) it might take more time to locate informants than to interview them.)

 The number of visits required per study unit.

• For some studies it may be necessary to visit informants a number of times,

for example, follow-up of pregnant mothers or malnourished children

 Time needed for follow-up of non-respondents should also be considered.

o Step 2: Calculate the number of interviews that can be carried out per person per day

(e.g., 4)

o Step 3: Calculate the number of days needed to carry out the interviews.

For example:

 you need to do 200 interviews

 your research team of 5 people each can do 4 interviews per day

 you will need how many days for the interviews

o Step 4: Calculate the time needed for the other parts of the study, (for example, 10

days)

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o Step 5: Determine how much time you can devote to the study. It is unlikely that team

members can spend more than 30 working days on the entire study

 5 days for preparation (including pre-testing and finalizing questionnaires)

 20 days actual field work

 5 days data processing and preliminary analysis

Refer students to Handout 18. 1: Example of a GANTT

STEP 6: Drawing a Work Schedule (Gantt chart) (25 minutes)

• A Gantt chart is a chart that shows all of the different sub-tasks of a project and how they

relate to each other in terms of time. It's a way of displaying project schedule, and it helps

get the work done on time.

• It shows all of the tasks that need to be done, the amount of time each task is expected to

take, the time frames in which individual tasks are to be completed, and the relationship

between various tasks.

• This way, everything gets done on schedule, and you never waste time waiting for a task

to be completed that should have been done already.

• The Gantt chart should indicate
• The task to be performed

o Who is responsible for the task

o The time each task is expected to take

o The length of each task is shown by a bar that extends over the number of days, weeks

or months the task is expected to take

Refer students to Handout 18.2: Example of a Work Schedule

STEP 7: Key Points (5 minutes)

• Problems that may arise during data collection are sources of data distortion (bias)
• The Gantt chart is planning tool which depicts graphically the order in which various

tasks must be completed and the duration of each activity

• When allocating tasks for data collection, it is recommended that you first list them, then

you may identify who could best implement each of the tasks

STEP 8: Evaluation (5 minutes)

• What are the tasks of research staff?
• What are typical problems that may arise during data collection?
• What steps are in preparing a work schedule (Gantt chart)?

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STEP 9: Assignment (5 minutes)

Activity: Take Home Assignment (5 minutes)

DIVIDE students in groups or individuals

ASK the students to work on the following Assignment

• Prepare a plan of action for conducting the research you are developing.
• Summarize it in a work schedule or GANTT chart

ALLOCATE time for students to do the assignments and submit

REFER students to recommended reference

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References

Hardon A, Boonmongkon P, and Streefland P. et al (2001). Applied Health research,

Anthropology of health and health care, (3rd Ed) Amsterdam, The Netherlands: Het

Spinhuis Publishers

Beaglehole R, Bonita R and Kjellstrom (1993) Basic epidemiology: Geneva, Switzerland:

World Health Organization,

Kothari C.R (1985). Research Methodology – Methods and techniques, (2nd ed); New Delhi,

India; Wiley Eastern Limited

Stewart A (2001). Basic Statistics and epidemiology, A practical guide,; London, United

Kingdom: Radcliffe Medical Press,

Varkevisser, C. M, Pathmanathan, I and Brownlee, A (1991). Designing and Conducting

Health Systems Research Projects, Vol. 2 Part I: Ottawa, Canada: IDRC

Polit, D. F and Beck, C. T (2004). Nursing Research – Principles and Methods, (7th Ed):

Philadelphi, USA: Lippincott Williams & Wilkins,

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Handout 18.1: Example of a GANTT

Corlien, Pathmanathan, & Brownlee. (2003).

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Handout 18.2: Example of a Work Schedule

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Corlien, Pathmanathan, & Brownlee. (2003).

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