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A key component of researchers’ response to COVID-19 is conducting safe and fast data collection. In March 2020, IPA along with many other research organizations shifted nearly all of its field data collection to remote methods, primarily Computer Assisted Telephone Interviews (CATI). This required adapting our methods for training and quality monitoring to virtual phone banking, with interviewers working from home, sometimes with limited connectivity. It also required re-tooling the way we design and implement questionnaires.

With generous support from Northwestern University’s Global Poverty Research Lab, IPA has gathered evidence and best practices and developed extensive tools and resources to support effective collection of high-quality data. This page is to share what we have developed, learned, and are currently learning as we continuously monitor quality and run experiments to improve methods for IPA’s network of investigators and for the rest of the research community.

How-To

As soon as COVID-19 halted field data collection, we started supporting the transition to remote surveying using mobile phones. Based on this experience, as well as the generous contributions from many partners, we produced materials to support research staff as they implement phone surveys. These best practices are compiled into a comprehensive guide below. We also developed a variety of technical tools for implementing phone survey data collection in SurveyCTO. These are featured in the guide, but some summary documents are also featured below.
 

Comprehensive Guide

Remote Surveying in a Pandemic: Handbook

Most-Requested Tools

SurveyCTO Templates for Phone Surveys

Using SurveyCTO for Phone Surveys

SurveyCTO Plug-ins for Phone Surveys

What the Research Says

To ensure that IPA’s transition to remote survey modes incorporated best practice, we reviewed existing literature on phone surveys. These reviews are compiled into summaries of what research says about various aspects of remote surveying including response rates, methods to increase response rates and how representative phone surveys can be. Links are provided to source studies, so visitors to this site can do their own research. Suggestions for other research to add are welcome; you can contact us here.
 

Overview

Remote Surveying in a Pandemic: Research Synthesis

Source Studies and Additional Briefs

Remote Surveying in a Pandemic: Research Synthesis Source Data

Evidence Brief: Pre-Contact Notifications in Remote Surveys

Evidence Brief: Monetary Incentives in Remote Surveys

What We Are Learning

There are many open questions on the efficacy of CATI surveys. In partnership with GPRL and the principal investigators for numerous studies, IPA is implementing a variety of multi-country methods experiments and observational studies of response rates, phone survey data quality, representativeness, duration effects, and many other topics. For now, we are sharing the methods research agenda. As the data come in, we will report results here.
 

Road Map

TBA

Findings to Date

Learnings from Remote Qualitative Interviews in the Philippines