Livelihoods Assessment and Analysis Training Course

Duration 10 days 20 modules · 65 contact hours
Level Intermediate Certificate on completion
Who attends Livelihoods Officers, Food Security Specialists and others
Fee from USD 2,200 KSh 190,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-ME-102

Before you join: Participants should have experience in development, humanitarian response, monitoring and evaluation, programme delivery, research or community-based work.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Livelihoods assessments inform decisions on humanitarian assistance, recovery programming, social protection and resilience investments. Weak assessments can misidentify the households most affected by shocks, overlook seasonal pressures, confuse income with food access, or recommend responses that damage local markets. Practitioners need to turn household, market, hazard and service data into defensible findings that programme teams, donors and local authorities can use.

This course develops the analytical skills required to assess how different population groups secure food, income, assets and essential services. Participants use the Sustainable Livelihoods Framework, Household Economy Approach concepts, seasonal analysis, wealth grouping, market assessment methods and food security indicators. They learn to define assessment questions, develop sampling plans, design mixed-method data collection, analyse livelihood strategies, identify coping patterns, assess market functionality and compare response options. The course also addresses gender, disability, protection, displacement, climate hazards and conflict-sensitive analysis.

Teaching combines short technical briefings with humanitarian and development cases, facilitated group analysis, assessment-design workshops, data interpretation tasks and response-planning simulations. Participants progressively build an assessment package during the course, beginning with a context and stakeholder analysis and ending with a complete livelihoods assessment design and findings brief. The final product includes an assessment question matrix, sampling plan, data collection tools, analysis framework, response options and reporting structure.

The course suits professionals responsible for needs assessments, food security, cash programming, resilience projects, social protection analysis, monitoring and evaluation, and programme design. It is particularly relevant to staff working with rural livelihoods, urban poor households, displaced populations and communities affected by drought, conflict, flooding or market disruption.

What you will be able to do

  • Define livelihoods assessment questions using population groups, hazards and decision requirements
  • Apply the Sustainable Livelihoods Framework to analyse household assets, strategies and constraints
  • Develop a mixed-method livelihoods assessment plan with sampling, tools and ethical safeguards
  • Construct seasonal calendars, wealth groups and livelihood profiles from primary and secondary data
  • Analyse food security, income, expenditure, coping and market data using appropriate indicators
  • Interpret Household Economy Approach concepts to estimate household deficits and response needs
  • Compare cash, voucher, in-kind, service and livelihood recovery response options
  • Produce a defensible livelihoods assessment report, findings brief and response recommendation

Benefits of attending

For you

  • Design livelihoods assessments that answer specific programme and response decisions
  • Interpret household economy, food security and market findings with greater confidence
  • Create credible tools for household interviews, focus groups and trader assessments
  • Write findings briefs that connect evidence to practical response options
  • Contribute effectively to multi-agency assessment and programme design teams

For your organisation

  • Improves targeting through clearer wealth, vulnerability and livelihood group analysis
  • Reduces inappropriate assistance choices through market and household economy evidence
  • Strengthens assessment quality, documentation and ethical data collection procedures
  • Produces clearer links between assessment findings, programme design and monitoring indicators
  • Supports more defensible funding proposals, response plans and donor reporting

Course modules

20 modules over 10 days

Participants can frame a livelihoods assessment around a defined decision, population and shock.

  • Sustainable Livelihoods Framework: assets, strategies, vulnerability context, institutions and outcomes
  • Household livelihood systems distinguished from individual income and employment profiles
  • Seasonal calendars linking rainfall, labour demand, prices, disease and migration
  • Livelihood zones defined through market access, production systems and hazards
  • Gender, age, disability and displacement shaping livelihood opportunities and constraints
  • Ethical assessment principles: do no harm, consent, confidentiality and accountability

Participants can develop decision-focused questions and a stakeholder engagement plan.

  • Decision trees connecting assessment questions to programme and response choices
  • Primary users identified among communities, authorities, donors and operational teams
  • Assessment objectives separated from indicators, methods and reporting products
  • Key assumptions documented before collecting household and market information
  • Stakeholder mapping using influence, interest, information needs and accountability
  • Terms of reference specifying scope, geography, population and decision deadlines

Participants can compile and appraise secondary evidence for livelihoods assessment planning.

  • Secondary data inventory covering demographics, hazards, production, markets and services
  • Data quality appraisal using source credibility, timeliness, relevance and limitations
  • Hazard timelines connecting shocks, exposure, seasonality and household consequences
  • Conflict analysis identifying actors, dividers, connectors and access constraints
  • Climate risk information interpreted from rainfall, temperature and forecast sources
  • Evidence gaps converted into focused primary data collection questions

Participants can segment populations into meaningful livelihood and wealth groups.

  • Livelihood zoning based on production systems, labour patterns and market connections
  • Wealth groups classified through productive assets, housing, livestock and land
  • Household typologies distinguishing farmers, pastoralists, traders, labourers and displaced groups
  • Community wealth-ranking methods compared with asset-based classification criteria
  • Intra-household differences examined through gender, age, disability and legal status
  • Population estimates checked against administrative records, registries and community sources

Participants can analyse the asset base and income strategies sustaining household livelihoods.

  • Five asset categories: human, social, natural, physical and financial capital
  • Income source mapping covering own production, labour, trade, transfers and remittances
  • Portfolio analysis assessing dependence, diversification, reliability and seasonal variation
  • Productive assets distinguished from consumable assets and emergency sales
  • Debt analysis covering creditors, repayment terms, collateral and borrowing purposes
  • Remittance flows assessed for regularity, value, transfer costs and access

Participants can select and interpret core food security and consumption indicators.

  • Food Consumption Score calculated from seven-day food group consumption frequency
  • Household Dietary Diversity Score interpreted alongside access and cultural food practices
  • Reduced Coping Strategies Index measuring food-related coping behaviours and frequency
  • Household Hunger Scale applied using occurrence and frequency questions
  • Minimum Expenditure Basket linked to basic food and essential non-food needs
  • Nutrition evidence interpreted without inferring causation from food access alone

Participants can apply Household Economy Approach concepts to household access and deficits.

  • Household Economy Approach baseline: food, cash income and essential expenditure
  • Reference years selected to represent typical livelihood conditions and access
  • Food sources quantified through own production, purchases, gifts and transfers
  • Cash income estimated from labour, sales, trade, services and remittances
  • Essential expenditure distinguished from discretionary and productive investment spending
  • Survival and livelihood protection thresholds interpreted for response analysis

Participants can analyse how seasonal and shock-related pressures affect household choices.

  • Seasonal calendars charting income, expenditure, food stocks, debt and disease
  • Shock profiles covering drought, flood, conflict, displacement, pests and price rises
  • Coping Strategy Index patterns separated from normal seasonal adjustments
  • Asset depletion tracked through livestock sales, land rental and tool disposal
  • Negative coping identified through child labour, reduced meals and risky migration
  • Recovery pathways assessed after shocks using assets, access and social support

Participants can assess whether markets can support household access and response delivery.

  • Market system mapping identifies actors, functions, rules and supporting services
  • Trader interviews assess supply chains, stock levels, credit and replenishment
  • Price monitoring compares nominal prices, seasonal trends and household purchasing power
  • Terms of trade calculated between labour wages, livestock and staple foods
  • Market integration assessed through price co-movement, transport and trader networks
  • Access barriers identified through distance, safety, documentation and discrimination

Participants can build an assessment design that combines appropriate quantitative and qualitative methods.

  • Assessment matrix links questions, indicators, sources, methods and responsible staff
  • Mixed-methods design combines household surveys, key informants and focus groups
  • Triangulation compares findings across sources, methods, locations and population groups
  • Cross-sectional surveys distinguished from panel, longitudinal and sentinel approaches
  • Rapid assessment designs balanced against representativeness, precision and operational constraints
  • Data collection sequencing aligns community entry, market visits and household interviews

Participants can select and document a feasible sampling approach for livelihoods data.

  • Sampling frames constructed from census lists, registries, maps and community records
  • Probability sampling methods: simple random, systematic, stratified and cluster sampling
  • Purposive sampling justified for key informants, traders and hard-to-reach groups
  • Sample size drivers include precision, confidence, design effect and non-response
  • Stratification reflects livelihood zones, wealth groups, displacement and gender
  • Replacement procedures documented to prevent interviewer-driven respondent selection

Participants can create structured household tools with clear variables and quality controls.

  • Questionnaire flow follows consent, household roster, livelihoods, expenditure and coping
  • Recall periods matched to seasonal income, food consumption and expenditure patterns
  • Closed questions use mutually exclusive, collectively exhaustive response categories
  • Skip logic prevents irrelevant questions and inconsistent household records
  • Enumerator guidance defines probes, local units, translations and observation rules
  • Data quality checks flag missing values, outliers, duplicates and logical inconsistencies

Participants can use qualitative methods to explain household choices and local systems.

  • Key informant interviews elicit market, production, migration and service information
  • Focus group discussions separate participants by gender, age and livelihood group
  • Seasonal calendars generated with communities validate timing of livelihood pressures
  • Proportional piling estimates relative income sources, expenditure shares and constraints
  • Transect walks document infrastructure, natural resources, services and market access
  • Thematic coding converts interview notes into traceable findings and quotations

Participants can prepare, analyse and present livelihoods data for decision-makers.

  • Codebooks define variable names, labels, values, units and missing-data rules
  • Data cleaning logs record corrections, exclusions, merges and unresolved anomalies
  • Descriptive statistics summarise proportions, means, medians, ranges and distributions
  • Cross-tabulations compare livelihood outcomes by wealth, gender, zone and displacement
  • Weighted analysis considered when sampling probabilities differ between population strata
  • Charts selected for seasonal trends, price comparisons, proportions and distributions

Participants can interpret severity evidence without overstating precision or causation.

  • IPC Acute Food Insecurity evidence protocols distinguish outcomes, drivers and contributing factors
  • Convergence of evidence assessed across food consumption, livelihoods, nutrition and mortality
  • Severity thresholds interpreted alongside confidence, data limitations and population coverage
  • Proxy indicators tested before making claims about household food security
  • Uncertainty statements identify missing evidence, contradictory results and analytical assumptions
  • Disaggregation prevents average results concealing severe subgroup deprivation

Participants can compare response options against household needs, markets and risks.

  • Response Analysis Framework compares objectives, transfer modalities, timing and feasibility
  • Cash, vouchers and in-kind assistance assessed against market functionality criteria
  • Livelihood protection options include inputs, livestock support, debt relief and grants
  • Social protection linkages assessed for coverage, adequacy, delivery and grievance channels
  • Protection risk analysis considers exclusion, exploitation, safety and household control
  • Response assumptions documented with triggers, monitoring indicators and contingency actions

Participants can translate assessment findings into sequenced recovery and resilience actions.

  • Theory of change links livelihood constraints, interventions, outputs and outcomes
  • Resilience capacities classified as absorptive, adaptive and transformative capacities
  • Graduation pathways combine consumption support, assets, skills and market access
  • Agricultural recovery sequencing considers seasons, input availability and land access
  • Urban livelihoods support addresses rent, transport, informal work and documentation
  • Exit strategies define recovery benchmarks, referral pathways and local ownership

Participants can develop monitoring indicators that test livelihoods response assumptions.

  • Indicator reference sheets define measures, numerators, denominators, sources and frequency
  • Outcome monitoring tracks income, expenditure, food consumption, assets and debt
  • Post-distribution monitoring examines access, use, satisfaction, safety and market effects
  • Sentinel sites provide repeated signals on prices, wages, rainfall and coping
  • Feedback mechanisms capture complaints, exclusion concerns and unintended consequences
  • Adaptive management decisions link monitoring thresholds to programme adjustments

Participants can communicate livelihoods findings, limitations and recommendations for different audiences.

  • Findings narratives separate observed evidence, interpretation, assumptions and recommendations
  • Executive summaries present priority groups, severity, drivers and response choices
  • Evidence tables connect each recommendation to supporting data and limitations
  • Maps, charts and seasonal calendars selected for decision-focused communication
  • Technical annexes document sampling, tools, definitions, calculations and ethical procedures
  • Briefing presentations address operational implications, costs, risks and decision points

Participants can build, review and present a complete livelihoods assessment design and findings brief.

  • Assessment scenario defines affected populations, hazards, markets and programme decisions
  • Question matrix specifies priority evidence, methods, sources and decision users
  • Sampling plan justifies population strata, selection methods and respondent numbers
  • Data collection package combines household survey, interview guide and market tool
  • Analysis framework integrates livelihood profiles, food security, markets and coping
  • Response recommendation states options, evidence, assumptions, risks and monitoring triggers

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Livelihoods assessment terms of reference template
  2. Assessment question and indicator matrix
  3. Household survey and qualitative interview tool set
  4. Livelihood zone, wealth group and seasonal calendar model
  5. Market assessment and response option appraisal checklist
  6. Livelihoods findings brief and reporting template

Who should attend

  • Livelihoods Officers — need to design evidence-based recovery and resilience activities
  • Food Security Specialists — need to interpret household access and coping data
  • Monitoring and Evaluation Officers — need to build credible assessment methods and indicators
  • Cash and Voucher Assistance Staff — need to assess market capacity and household purchasing power
  • Programme Managers — need to select responses based on livelihood evidence
  • Social Protection Analysts — need to assess vulnerability, income sources and household expenditure

Skills and tools covered

Livelihoods assessment designHousehold economy analysisFood security analysisMarket assessmentMixed-methods samplingResponse option appraisal

Tools and standards

Sustainable Livelihoods Framework, Household Economy Approach, IPC Acute Food Insecurity, SMART Methodology

How the course runs

Training methodology

The course uses short instructor briefings to establish methods and terminology, followed by case-based analysis of drought, displacement, urban price shocks and market disruption. Participants work in groups to interpret household and market information, design assessment components, test assumptions and compare response choices. Simulations develop judgement around sampling, data quality, triangulation and communication of uncertainty. Individual application planning connects the methods to participants’ current programmes, operational contexts and assessment responsibilities.

Requirements and prerequisites

Participants should have experience in development, humanitarian response, monitoring and evaluation, programme delivery, research or community-based work. They should be comfortable reading tables, percentages and simple charts, and should understand the purpose of baseline studies, needs assessments or monitoring data. Familiarity with food security, cash assistance or rural development is useful but not essential. No advanced statistics, econometrics, GIS expertise, specialist software knowledge or previous Household Economy Approach training is required. Participants should bring examples of livelihood questions or assessment challenges from their work where possible.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

Participants need practical familiarity with development, humanitarian, research, programme or monitoring work. Advanced statistics and prior specialist livelihoods training are not required.

Bring a laptop if possible, plus examples of assessment questions, programme documents or monitoring data from your work. Course materials and case data are provided.

It is designed for livelihoods, food security, cash assistance, monitoring and evaluation, programme management and social protection professionals. It also suits staff moving into assessment or response-design responsibilities.

General needs assessment courses cover multiple sectors and broad rapid assessment processes. This course examines household economy, livelihood strategies, food access, markets, coping and response choices in greater depth.

Participants leave with reusable templates for assessment questions, sampling, household tools, market analysis and findings reporting. These can be adapted for baseline studies, emergency assessments, recovery planning and monitoring.

The first part develops livelihoods concepts, household economy, food security, market analysis and assessment design. The later sessions focus on sampling, tools, analysis, response appraisal, reporting and an integrated capstone.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.