Phones to the rescue! Household survey implementation under COVID and beyond

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Remote training on phone surveys
Image: Arne Hoel / World Bank

The COVID-19 pandemic presented a major challenge for household survey programs, which traditionally relied on face-to-face interviews. The mitigation measures imposed by governments, such as travel restrictions, social distancing, and lockdowns, severely limited the use of traditional face-to-face interviews. According to the Global COVID-19 Survey of National Statistical Offices (NSOs) conducted in May 2020, 96% of NSOs had partially or fully stopped face-to-face data collection.

Consequence of COVID on NSOsproportion of countries where COVID-19 affected NSO's ability to produce essential monthly/quarterly statistics

Disruptions in NSO operations due to COVID-19 (Source: Global COVID-19 Survey of National Statistical Offices (Rounds 1-3))

However, in order to continue the much-needed work of monitoring the impact of COVID-19 on people’s livelihoods, survey operations and the collection of data must continue. As a result, many NSOs and survey practitioners turned to phone surveys, when face-to-face interviews were no longer an option. Phone surveys differ from traditional face-to-face interviews in many aspects, and require specific technical skills and considerations to yield high-quality data.  However, many NSOs and survey practitioners have limited experience with this method, and this necessitated the need for a comprehensive set of guidelines to aid implementation.

Phone survey advantages

Phone survey advantages

As a part of the statistical capacity building effort, the World Bank’s Living Standards Measurement Study (LSMS) team developed a training course on phone surveys in partnership with the Joint Program in Survey Methodology (JPSM) and the Mannheim Business School, and with financial support from the Trust Fund for Statistical Capacity Building (TFSCB). The training was offered through a partnership with regional statistical training centers and the United Nations regional economic commissions.

logos of implementing partners

Implementing Partners

The training was a combination of online and live sessions. Online sessions were self-paced, and included pre-recorded video lectures, readings and learning assessments. The live sessions were held via Zoom and Microsoft Teams. During the live sessions, instructors provided an overview of the course, answered questions posed by the participants, and organized interactive group activities to facilitate engagement. In FY21, a total of 120 trainers and NSO staff, globally, have successfully completed the training.

online seminar participants

Participants and instructors posing for a photo after the training

The Remote Training on Phone Survey course consists of 8 modules, which present best practices and international standards for all stages of the phone survey lifecycle ; from the design and planning phase all the way to the dissemination of collected data.

Practical applications were drawn from the LSMS team’s recent experiences in supporting high-frequency phone surveys on COVID-19. The training materials from the program are made publicly available in English, French and Spanish through the LSMS Learning Portal, and those interested can watch video-recorded lectures and take learning assessments at their own pace.


Resources:

LSMS Training

Remote Training on Phone Surveys (English) 

Formation à distance sur les enquêtes téléphoniques (French) 

Formación a distancia sobre encuestas telefónicas (Spanish)

Authors

Maryam Gul

Consultant, Development Data Group, World Bank

Tola Jordan

Consultant, Development Data Group, World Bank

Gbemisola Oseni

Senior Economist, Development Data Group, World Bank

Amparo Palacios-Lopez

Senior Economist in the Development Data Group of the World Bank

Join the Conversation

Eva Benita A. Tuzon
August 23, 2021

Hi, I am from the Philippines! I work a the Department of Agrarian Reform, Central Office is located in Quezon City, Metro Manila. For FY 2021 alone, we have a number of programs, projects that require survey activities. It is undeniable that we are hindered to undertake these well due to the pandemic.
The purposes of the surveys are indeed varied in light of building the Big Data for the Comprehensive Agrarian Reform Program implementation. The Department will definitely be appreciative if through this circle we can undertake an exploratory talk building a partnership for capacity development amidst the pandemic using mobile as a premier gadget to close the gap conducting different surveys that are necessary for program management. Personally, as a public servant, I would like to take this initiative. Please reply how to evolve the partnerhip. Thank you very much.