ODK Digital Assessments Training Course

Duration 10 days 20 modules · 65 contact hours
Level Intermediate Certificate on completion
Who attends Monitoring and Evaluation Officers, Programme Managers 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-152

Before you join: Participants should understand basic monitoring and evaluation concepts, including indicators, data-collection methods and the purpose of baseline, monitoring or endline assessments.

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

Digital assessments fail when forms are designed without clear indicators, field workflows, quality controls or data-protection measures. Monitoring and evaluation teams may collect large volumes of submissions yet struggle with incomplete records, duplicate respondents, invalid skip patterns, delayed uploads and analysis files that cannot answer programme-management questions. ODK provides a practical platform for offline-capable assessment and monitoring workflows, but its value depends on disciplined form design, deployment planning and data governance.

This course teaches participants to design, build, test, deploy and manage digital assessments using ODK Collect, ODK Central and XLSForm. Participants translate results frameworks and indicator reference sheets into structured forms; configure relevance, constraints, calculations, repeats, choice filters, multilingual labels, media capture and geospatial questions; and set up secure projects, user roles and submission review processes. The course also addresses enumerator guidance, piloting, sampling considerations, safeguarding, consent, data exports and routine monitoring use.

Instructor-led teaching combines short technical briefings with development and humanitarian cases, including beneficiary registration, post-distribution monitoring, facility assessments, needs assessments and community feedback mechanisms. Participants progressively build an assessment package throughout the course, refining it through peer review, testing and fieldwork simulations. They leave with a complete ODK assessment form, deployment plan, data-quality protocol, enumerator guidance and reporting workflow that can be adapted for their own programme.

The course suits M&E, programme, research, accountability and information-management professionals who already work with field data and need to establish reliable digital collection processes for development or humanitarian operations.

What you will be able to do

  • Translate results frameworks and indicator reference sheets into digital assessment requirements
  • Build XLSForms with structured questions, choice lists, constraints and skip logic
  • Configure ODK Collect and ODK Central for offline field data collection
  • Apply relevance expressions, calculations, repeats and choice filters to complex forms
  • Design informed-consent, safeguarding and data-protection controls for field assessments
  • Test and pilot ODK forms using structured quality-assurance protocols
  • Manage submissions, user permissions, exports and data-quality review workflows
  • Produce a complete ODK digital assessment package for programme use

Benefits of attending

For you

  • Build deployable ODK forms without relying on external developers
  • Diagnose common mobile data-collection errors before field deployment
  • Create stronger evidence plans for monitoring, evaluations and rapid assessments
  • Manage enumerator workflows with clearer quality and safeguarding controls
  • Present a completed digital assessment package in professional portfolios

For your organisation

  • Reduce paper handling, transcription delays and avoidable data-entry errors
  • Improve completeness and validity of monitoring and assessment submissions
  • Standardise form design, field protocols and approval controls across projects
  • Protect respondent information through defined access, consent and retention procedures
  • Produce faster management reports from structured, reviewable field data

Course modules

20 modules over 10 days

Participants can convert an assessment purpose and results framework into defined digital data requirements.

  • Results frameworks translated into measurable assessment questions and indicator definitions
  • Indicator reference sheets specify numerator, denominator, disaggregation, frequency, and source
  • Assessment purpose, users, decisions, and evidence thresholds documented before form design
  • Logic models link activities, outputs, outcomes, assumptions, and data requirements
  • SMART indicators tested for validity, reliability, feasibility, and decision usefulness
  • Data collection modes compared: household surveys, facility assessments, and rapid monitoring

Participants can explain the ODK workflow and configure the components needed for a project.

  • ODK Collect, ODK Central, and XLSForm roles within deployment workflow
  • Project, form, submission, entity, and attachment concepts mapped accurately
  • Android device requirements, application permissions, and storage planning established
  • User roles distinguish project managers, data collectors, analysts, and administrators
  • Server options assessed: ODK Central hosting, self-hosting, and organisational support
  • Form lifecycle traced from authoring through publication, submission, review, and archive

Participants can create a valid XLSForm using appropriate question types and metadata.

  • Survey, choices, and settings worksheets organised using XLSForm conventions
  • Question names follow stable naming rules for exports and longitudinal analysis
  • Core types configured: text, integer, decimal, date, select, and note
  • Metadata fields capture submission time, device identifier, username, and location
  • Required responses distinguished from conditionally applicable assessment questions
  • ODK Validate identifies syntax errors before form publication

Participants can write field-ready questions that reduce ambiguity, burden and response error.

  • Question wording avoids double-barrelled, leading, vague, and culturally loaded language
  • Response options designed for mutual exclusivity and collective exhaustiveness
  • Recall periods specified to improve comparability of household survey responses
  • Sensitive questions sequenced using privacy, rapport, and safeguarding considerations
  • Cognitive testing checks whether respondents interpret intended concepts consistently
  • Enumerator instructions separated from respondent-facing wording through guidance labels

Participants can control form flow and prevent invalid entries using XLSForm expressions.

  • Relevance expressions display questions only when preceding responses meet conditions
  • Constraint expressions prevent impossible ages, dates, quantities, and percentages
  • Calculation fields derive totals, ratios, scores, and eligibility decisions
  • Indexed-repeat functions reference responses within repeating household member groups
  • Default values prepopulate dates, usernames, locations, and programme identifiers
  • Constraint messages explain correction requirements using clear enumerator-facing language

Participants can structure complex household, facility and activity data using groups and repeats.

  • Field-list groups organise short interview screens for efficient enumerator completion
  • Repeats capture multiple household members, distributions, facilities, and observations
  • Repeat counts control roster length using previously entered household totals
  • Nested repeats assessed carefully to avoid difficult review and export structures
  • Household identifiers designed for follow-up, deduplication, and longitudinal monitoring
  • Roster questions sequence respondent, household, and service-delivery information logically

Participants can create manageable selection lists for location, programme and respondent data.

  • Choice lists use stable codes separate from translated respondent-facing labels
  • Cascading selects filter districts, facilities, villages, and programme sites
  • Choice filters reference list attributes using XLSForm select_choice expressions
  • External CSV files support large location lists and beneficiary reference data
  • Search appearance improves selection from long lists on mobile devices
  • Entity records support managed follow-up data for recurring programme interactions

Participants can build multilingual forms that support consistent interviewer and respondent understanding.

  • Language columns separate English, local-language, and enumerator instruction labels
  • Translated choice labels retain consistent codes for clean multilingual analysis
  • Right-to-left and special-character rendering checked on target Android devices
  • Audio prompts and image choices support low-literacy respondent interaction
  • Question appearance settings improve readability, grouping, and input speed
  • Translation review uses back-translation and terminology lists for sensitive concepts

Participants can configure geospatial, media and timestamp evidence appropriate to assessment objectives.

  • Geopoint questions capture coordinates, altitude, accuracy, and location timestamps
  • Location accuracy thresholds set according to urban, rural, and facility contexts
  • Image questions document infrastructure conditions, distribution evidence, and observations
  • Audio recordings assessed against consent, safeguarding, and storage requirements
  • Start and end timestamps support interview duration monitoring and supervision
  • Media file sizes planned against device storage and transmission constraints

Participants can embed preventive and detective controls into form and review processes.

  • Range checks flag values outside plausible demographic and programme thresholds
  • Soft constraints permit exceptional values while recording enumerator explanations
  • Duplicate detection combines identifiers, timestamps, locations, and respondent attributes
  • Completeness rules identify missing mandatory evidence before submission approval
  • Paradata reviewed for interview duration, edits, GPS accuracy, and device patterns
  • Data-quality dimensions assessed: accuracy, completeness, timeliness, consistency, and uniqueness

Participants can apply ethical and data-protection measures to digital assessment workflows.

  • Informed-consent scripts explain purpose, voluntary participation, risks, and withdrawal
  • Data minimisation limits collection to information necessary for stated decisions
  • Personally identifiable information classified by sensitivity and operational need
  • Role-based access controls restrict projects, forms, submissions, and exports
  • Retention schedules define archival, deletion, and secure disposal requirements
  • Safeguarding referral questions use approved protocols and restricted visibility

Participants can align ODK deployment choices with sampling, logistics and fieldwork protocols.

  • Sampling frames assessed for coverage, duplication, currency, and identifier quality
  • Probability and purposive sampling approaches matched to assessment objectives
  • Sample-size assumptions document precision, confidence, design effect, and nonresponse
  • Enumerator workloads planned using interview duration, travel time, and supervision ratios
  • Fieldwork protocols define contact attempts, substitutions, refusals, and callbacks
  • Offline deployment plans account for charging, connectivity, security, and device replacement

Participants can prepare enumerators and devices for controlled, consistent ODK data collection.

  • Enumerator briefing covers consent, probing, neutrality, confidentiality, and escalation pathways
  • Android devices configured with ODK Collect, user accounts, and project settings
  • Blank-form refresh procedures prevent teams using obsolete questionnaire versions
  • Submission queues managed during poor connectivity and delayed synchronisation periods
  • Device registers record custody, serial numbers, incidents, and return status
  • Supervisor protocols review completed forms, corrections, and daily progress reports

Participants can test forms systematically and document revisions before operational deployment.

  • Desk testing checks labels, logic, calculations, constraints, and required responses
  • Scenario-based testing traces expected paths through complex skip patterns
  • Pilot protocols test interview duration, comprehension, connectivity, and supervision arrangements
  • Test cases include missing values, boundary values, invalid entries, and exceptions
  • Issue logs record defect severity, owner, corrective action, and retest status
  • Version control records approved changes between draft, pilot, and production forms

Participants can administer an ODK Central project with appropriate form, user and submission controls.

  • ODK Central projects created with forms, app users, web users, and roles
  • Form publication follows reviewed versioning and release approval procedures
  • App-user credentials assigned without sharing personal administrator accounts
  • Submission review status distinguishes received, edited, approved, and rejected records
  • Central audit logs support investigation of access, edits, and configuration changes
  • Project archives preserve final forms, exports, documentation, and approval records

Participants can review submissions and prepare clean datasets for analysis and reporting.

  • Submission review queues prioritise incomplete, anomalous, late, and high-risk records
  • Correction requests document specific issues without changing original field evidence
  • Data-cleaning logs preserve rationale, source values, corrections, and approvers
  • Missing-data patterns assessed before imputation, exclusion, or follow-up decisions
  • Outlier review combines statistical checks with contextual programme knowledge
  • De-identification removes direct identifiers before sharing analytical datasets

Participants can prepare ODK data exports for analysis, indicator calculation and management reporting.

  • ODK Central exports generated in CSV, Excel, JSON, and media formats
  • Repeat-group exports linked through submission identifiers and parent-child relationships
  • Codebooks document variables, labels, formats, valid values, and derivation rules
  • Indicator calculations reconcile form variables with approved reference-sheet definitions
  • Disaggregation tables examine sex, age, disability, location, and programme category
  • Data visualisation choices distinguish operational monitoring from evaluative inference

Participants can plan controlled data exchange between ODK and organisational reporting systems.

  • Unique identifiers connect ODK submissions with beneficiary, facility, and programme systems
  • Application programming interfaces support scheduled retrieval of approved submissions
  • Data dictionaries align ODK fields with database and reporting-system structures
  • Master-data controls manage locations, facilities, partners, and programme code changes
  • Data-flow diagrams identify collection, storage, transformation, reporting, and access points
  • Routine monitoring calendars align form availability with reporting deadlines

Participants can establish governance arrangements that sustain an ODK assessment system after deployment.

  • RACI matrices assign accountability for form ownership, approvals, review, and support
  • Standard operating procedures document deployment, correction, escalation, and archival steps
  • Change-control requests assess effects on indicators, exports, training, and comparability
  • Service continuity plans address account loss, server incidents, and device failures
  • Data-governance reviews confirm lawful purpose, access, retention, and sharing controls
  • Handover packs include form source files, codebooks, credentials, and support contacts

Participants can build, review and present a complete ODK digital assessment package for a defined programme decision.

  • Assessment brief defines decisions, users, indicators, respondent groups, and operational constraints
  • XLSForm combines consent, relevance, constraints, repeats, calculations, and multilingual labels
  • ODK Central project configures user roles, form release, and submission review
  • Pilot findings produce documented revisions to questions, logic, and field procedures
  • Data-quality protocol specifies checks, escalation thresholds, correction records, and approvals
  • Deployment presentation defends design choices, safeguards, reporting outputs, and handover arrangements

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

What you take back to work

  1. XLSForm assessment template
  2. Indicator-to-question mapping matrix
  3. ODK deployment and device plan
  4. Form testing and pilot protocol
  5. Submission review and data-quality checklist
  6. Digital assessment governance pack

Who should attend

  • Monitoring and Evaluation Officers — need reliable digital tools for indicator data collection
  • Programme Managers — need timely evidence for implementation decisions and donor reporting
  • Research Officers — need structured mobile forms for surveys and field assessments
  • MEAL Coordinators — need accountable feedback and monitoring workflows
  • Information Management Officers — need controlled data capture, exports and access permissions
  • Field Coordinators — need practical systems for enumerator-led offline collection

Skills and tools covered

XLSForm designODK deploymentDigital data qualityFieldwork managementAssessment data governanceMonitoring data analysis

Tools and standards

ODK Collect, ODK Central, XLSForm, ODK Validate

How the course runs

Training methodology

The course uses short instructor briefings followed by guided configuration, case-based design work, group review and fieldwork simulations. Cases reflect beneficiary monitoring, household surveys, facility assessments, post-distribution monitoring and community feedback collection. Participants build a working form from the first week, test it on Android devices, inspect submissions in ODK Central and revise it using documented findings. Facilitated discussions address operational trade-offs involving connectivity, consent, enumerator capacity, data sensitivity and reporting deadlines. Individual application planning links course outputs to participants' current programmes.

Requirements and prerequisites

Participants should understand basic monitoring and evaluation concepts, including indicators, data-collection methods and the purpose of baseline, monitoring or endline assessments. Experience using spreadsheets for data entry, cleaning or analysis is useful. Participants should be comfortable working with files, web browsers and Android mobile applications. Prior experience with ODK, XLSForm, programming, database administration or statistical software is not required. The course introduces ODK form syntax from first principles, then moves quickly into realistic assessment design and deployment decisions.

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

You should understand basic monitoring and evaluation concepts and be comfortable using spreadsheets and mobile applications. No ODK, coding, database administration or statistical programming experience is required.

Bring a laptop with spreadsheet software and, where possible, an Android phone or tablet for testing ODK Collect. Participants may also bring an existing paper questionnaire, indicator reference sheet or assessment concept note for adaptation.

It is designed for M&E, MEAL, programme, research, accountability and information-management staff who plan, collect, review or use field data. It is particularly relevant to teams moving from paper forms or basic mobile data collection to managed ODK workflows.

A general M&E course focuses on results frameworks, indicators, evaluation design and reporting. This course applies those concepts to the technical and operational work of building, deploying and managing ODK digital assessments.

Participants build an assessment package that can be adapted for active programmes, including surveys, post-distribution monitoring, facility assessments or feedback collection. The templates support future form development, testing, data review and handover.

The first week establishes assessment requirements, XLSForm construction, ODK configuration and field-ready controls. The second week focuses on piloting, administration, submission review, exports, governance and a final capstone presentation; each day runs from 08:30 to 16:30 with about 6.5 contact hours.

Questions about this course?

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