Qualitative Data Analysis Training Course

Duration 10 days 20 modules · 65 contact hours
Level Intermediate Certificate on completion
Who attends Monitoring and Evaluation Officer, Evaluation Manager and others
Fee from USD 2,200 KSh 190,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 9 Nov 2026 Course code SD-ME-086

Before you join: Participants should have experience working with monitoring, evaluation, research, accountability or programme data, and should understand the purpose of interviews, focus groups and document review.

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

Qualitative monitoring and evaluation evidence is often collected through interviews, focus groups, observation notes, open-ended survey responses and document reviews, then left underused because teams lack a defensible process for coding, comparison and interpretation. Development and humanitarian programmes need findings that explain not only whether results occurred, but how, for whom and under what conditions. Poorly structured analysis can produce selective quotations, weak links to evaluation questions and conclusions that decision-makers cannot test.

This course develops a practical workflow for planning, managing and analysing qualitative evaluation data using NVivo. Participants build a project database, prepare transcripts and field notes, create codebooks, apply deductive and inductive coding, write analytic memos and run coding queries. The course covers the Framework Method, thematic analysis, case classification, matrix coding, negative-case analysis, triangulation and reporting against OECD DAC evaluation criteria. Participants learn to connect coded evidence to evaluation questions, indicators, assumptions and recommendations.

Teaching combines short technical briefings, instructor demonstrations, guided NVivo work, evaluation cases and peer review. Participants work progressively on a realistic qualitative dataset drawn from development and humanitarian programming, with options to apply their own approved materials. They leave with a completed NVivo evaluation analysis project, a documented coding framework, analytic matrices and an evidence-based findings brief suitable for adaptation to their workplace.

The course suits monitoring, evaluation, accountability and learning personnel; programme staff; researchers; and consultants who already work with qualitative data and need a disciplined analysis process. It is particularly relevant to staff preparing baseline, mid-term, endline, outcome, process, real-time or thematic evaluations.

What you will be able to do

  • Build an NVivo project structure for qualitative evaluation evidence
  • Develop a deductive and inductive codebook linked to evaluation questions
  • Code transcripts, field notes and documents using consistent coding rules
  • Apply the Framework Method to compare cases, groups and programme sites
  • Run NVivo queries to identify patterns, relationships and deviant cases
  • Triangulate qualitative findings with monitoring data and document evidence
  • Assess evidence against OECD DAC evaluation criteria and stated assumptions
  • Produce an auditable qualitative findings brief with conclusions and recommendations

Benefits of attending

For you

  • A repeatable NVivo workflow for managing large qualitative evidence sets
  • Stronger confidence defending coding decisions during evaluation quality review
  • Faster production of traceable findings from interviews and focus groups
  • Practical methods for identifying minority views and contradictory evidence
  • A portfolio-ready qualitative evaluation analysis project

For your organisation

  • More consistent coding across internal evaluators and external consultants
  • Clearer audit trails from source material to findings and recommendations
  • Reduced time spent searching transcripts for supporting evidence
  • Better use of community feedback in programme adaptation decisions
  • Evaluation reports with stronger links between evidence, conclusions and action

Course modules

20 modules over 10 days

Participants can define an analysis approach that answers evaluation questions with credible qualitative evidence.

  • Qualitative evidence roles in process, outcome and impact evaluation
  • Evaluation questions translated into analysable qualitative evidence requirements
  • OECD DAC criteria used to frame qualitative lines of inquiry
  • Constructs, concepts and operational definitions for consistent interpretation
  • Unit of analysis selected for people, households, sites and documents
  • Analytic claims distinguished from descriptions, quotations and participant opinions

Participants can prepare a documented analysis plan and safe data-handling arrangements.

  • Analysis plans linking questions, sources, methods and intended outputs
  • Sampling logic documented for participants, sites, groups and documents
  • Informed consent implications for recording, transcription and data reuse
  • De-identification procedures for names, locations and sensitive attributes
  • File naming conventions supporting version control and audit trails
  • Data protection roles, access permissions and retention schedules defined

Participants can create an NVivo project with a structure suited to an evaluation dataset.

  • NVivo project properties configured for evaluation scope and team use
  • Folders structured for sources, cases, nodes and analytic outputs
  • Importing interview transcripts, field notes, surveys and programme documents
  • Source classifications applied to distinguish document types and provenance
  • Memos created to record decisions, context and emerging interpretations
  • Project backups and file transfer procedures protecting analysis continuity

Participants can prepare source materials for efficient coding and retrieval.

  • Transcript formatting supports speaker identification, timestamps and accurate coding
  • Field notes cleaned while retaining observations, context and reflexive comments
  • Open-ended responses imported with respondent attributes and question context
  • Document metadata captured for author, date, location and programme phase
  • Translation decisions documented to preserve meaning and terminology
  • Source quality checks identify gaps, duplicates and unusable records

Participants can define cases and attributes that enable meaningful comparison.

  • Cases created for participants, groups, communities, facilities and sites
  • Case classifications designed around relevant demographic and programme variables
  • Attributes entered for gender, age, location, exposure and participation
  • Multi-case sources handled for focus groups and household interviews
  • Classification sheets imported and checked against source records
  • Comparison logic established before coding begins and queries are designed

Participants can create a usable codebook linked to evaluation questions and theory.

  • Deductive codes derived from evaluation questions, indicators and assumptions
  • Inductive codes added when data reveal unanticipated concepts or mechanisms
  • Code definitions specify inclusion, exclusion and boundary decision rules
  • Hierarchical node structures distinguish themes, subthemes and descriptive categories
  • In-vivo codes preserve participant language for locally meaningful concepts
  • Codebook version history records additions, mergers and retired codes

Participants can apply first-cycle codes consistently to evaluation source materials.

  • Descriptive coding captures activities, actors, events and stated conditions
  • Process coding traces actions, decisions and sequences of change
  • Values coding identifies beliefs, priorities, preferences and perceived benefits
  • Emotion coding records affective responses relevant to programme experience
  • Structural coding sorts passages according to interview guide questions
  • Simultaneous coding captures passages relevant to multiple analytic concepts

Participants can set up team coding procedures that produce interpretable agreement.

  • Pilot coding tests code definitions against varied source materials
  • Double-coding samples reveal ambiguous codes and inconsistent interpretations
  • Coding comparison queries calculate percentage agreement and Cohen's kappa
  • Disagreements resolved through evidence review, not majority preference
  • Calibration meetings document revised definitions and coding decisions
  • Inter-coder agreement interpreted alongside code complexity and data quality

Participants can develop coherent themes from coded qualitative material.

  • Braun and Clarke thematic analysis phases adapted for evaluation questions
  • Code co-occurrence examined to identify linked experiences and mechanisms
  • Pattern codes consolidate related first-cycle codes into explanatory categories
  • Theme boundaries tested against source excerpts and rival interpretations
  • Analytic memos record propositions, uncertainties and evidence gaps
  • Negative cases retained to challenge premature thematic conclusions

Participants can use framework matrices to compare evidence systematically between cases.

  • Framework Method stages applied from familiarisation through interpretation
  • Matrix rows defined as cases, sites, groups or implementation units
  • Matrix columns reflect themes, evaluation questions and analytic categories
  • Summaries retain source references, quotations and contextual qualifications
  • Cross-case matrices compare patterns by location, group and exposure
  • Charted evidence checked against original text before conclusions are drafted

Participants can run NVivo queries that test focused evaluation propositions.

  • Text search queries locate repeated terminology and local expressions
  • Word frequency queries generate starting points, not stand-alone findings
  • Coding queries retrieve evidence coded at selected thematic intersections
  • Matrix coding queries compare themes by participant and site attributes
  • Compound queries combine coding conditions with source or case filters
  • Query results exported with references for transparent evidence review

Participants can assess qualitative evidence against programme causal pathways and assumptions.

  • Theory of change converted into testable causal pathway propositions
  • Contribution analysis assesses evidence for assumptions and alternative explanations
  • Mechanism evidence distinguished from activity reports and outcome claims
  • Process tracing tests predicted evidence for key causal links
  • Rival explanations documented alongside supporting and disconfirming evidence
  • Causal claims qualified according to evidence strength and study limitations

Participants can triangulate qualitative evidence with other sources without overstating certainty.

  • Method triangulation compares interviews, observation, surveys and administrative records
  • Source triangulation examines agreement between participant groups and stakeholders
  • Data convergence classified as confirmation, complementarity or contradiction
  • Joint displays integrate qualitative themes with quantitative indicator results
  • Discrepant findings investigated through sampling, context and measurement differences
  • Triangulation conclusions distinguish corroboration from simple repetition of claims

Participants can examine how experience and outcomes differ between population groups.

  • Disaggregation attributes selected for gender, age, disability and displacement
  • Intersectional analysis examines combined identities and barriers to access
  • Power mapping identifies who speaks, decides and benefits from services
  • Silences in transcripts assessed as data quality and participation concerns
  • Safeguarding disclosures managed through referral protocols and restricted access
  • Findings language avoids deficit framing and unsupported group generalisations

Participants can analyse feedback and complaint data for accountable programme decisions.

  • Community feedback categories aligned with service quality and accountability standards
  • Complaint severity assessed using safeguarding, fraud and protection escalation criteria
  • Feedback trends compared by channel, location, population group and time
  • Closed-loop response evidence tracked from receipt through resolution
  • Sensitive complaints separated from general feedback within controlled access workflows
  • Accountability findings linked to corrective actions and management ownership

Participants can apply quality checks that strengthen the credibility of qualitative findings.

  • COREQ reporting domains used to review interview and focus-group documentation
  • Reflexive memos identify researcher assumptions, positionality and influence
  • Member reflection used carefully to test interpretation with participants
  • Peer debriefing challenges analytic decisions, blind spots and explanations
  • Audit trails connect raw sources, codes, memos, matrices and conclusions
  • Evidence adequacy assessed for depth, diversity, saturation and relevance

Participants can formulate conclusions that answer evaluation questions and remain evidence-bound.

  • Finding statements combine pattern, affected group, context and evidence
  • Conclusions answer evaluation questions rather than restating collected data
  • Evidence strength rated using relevance, consistency, depth and triangulation
  • OECD DAC judgments supported with explicit criteria and source references
  • Limitations stated for sampling, missing data, translation and researcher influence
  • Recommendations separated from findings, conclusions and management responses

Participants can communicate qualitative findings clearly to technical and decision audiences.

  • Findings briefs use claim, evidence, interpretation and implication structure
  • Quotation selection preserves context, anonymity and diversity of viewpoints
  • Framework matrices converted into readable tables for decision-makers
  • Joint displays show qualitative explanations beside quantitative results
  • NVivo visualisations reviewed for accuracy before inclusion in reports
  • Recommendation statements identify action, owner, timeframe and verification evidence

Participants can organise a qualitative analysis workplan with clear roles and review points.

  • Analysis workplans sequence transcription, coding, synthesis, review and reporting
  • RACI matrices assign analyst, reviewer, approver and data custodian responsibilities
  • Coding workload estimated from transcript length, complexity and team capacity
  • Quality gates scheduled after preparation, pilot coding, synthesis and drafting
  • Change logs record revised questions, sampling decisions and protocol deviations
  • Client review protocols protect independence while checking factual accuracy

Participants can build, review and present a complete qualitative evaluation analysis package from source data to actionable findings.

  • Evaluation questions translated into a final analysis and coding plan
  • NVivo project assembled with sources, cases, classifications and documented nodes
  • Framework matrix completed with cross-case evidence and source references
  • Queries used to test themes, subgroup differences and contradictions
  • Findings brief drafted with conclusions, limitations and recommendations
  • Peer review presentation defends analytic choices, evidence and proposed actions

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

What you take back to work

  1. NVivo evaluation project template
  2. Qualitative analysis plan template
  3. Deductive-inductive codebook template
  4. Framework Method matrix
  5. Evidence triangulation checklist
  6. Qualitative findings brief template

Who should attend

  • Monitoring and Evaluation Officer — needs defensible analysis of interview and focus-group evidence
  • Evaluation Manager — needs consistent coding and review methods for evaluation teams
  • Programme Manager — needs usable qualitative findings for adaptation decisions
  • MEAL Coordinator — needs to connect community feedback with programme performance evidence
  • Research Officer — needs NVivo workflows for multi-source qualitative datasets
  • Humanitarian Assessment Specialist — needs rapid but traceable analysis of field narratives

Skills and tools covered

NVivo project managementThematic codingFramework Method analysisEvidence triangulationEvaluation synthesisFindings reporting

Tools and standards

NVivo, OECD DAC evaluation criteria, COREQ, Framework Method

How the course runs

Training methodology

Instruction uses short briefings followed by instructor demonstrations in NVivo, structured case work and guided analysis of qualitative evaluation materials. Participants create and test coding frameworks, compare coding decisions in small groups, conduct query-based analysis and review evidence claims. Simulations address common evaluation problems such as inconsistent coding, missing context and contradictory accounts. Application planning helps participants map the workflow to a current or planned study. Trainers provide feedback on project structures, codebooks, matrices and findings briefs.

Requirements and prerequisites

Participants should have experience working with monitoring, evaluation, research, accountability or programme data, and should understand the purpose of interviews, focus groups and document review. Familiarity with evaluation questions, indicators and basic spreadsheet use is assumed. Participants should be able to use a Windows computer and manage files and folders. Previous NVivo use is not required, and the course does not require statistical analysis, programming, advanced research design or prior qualitative software training. Participants may bring approved, non-sensitive material from their own work.

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 have experience with monitoring, evaluation, research, accountability or programme data and understand the purpose of common qualitative methods. No previous NVivo experience, statistical training or programming knowledge is required.

Bring a laptop capable of running the course software and, where permitted, a small set of de-identified work materials such as transcripts, interview guides or evaluation questions. Training datasets will be provided for participants who cannot use workplace material.

It is designed for M&E, MEAL, programme, research, assessment and evaluation personnel who need to analyse qualitative evidence. It also suits consultants managing evaluation datasets for development and humanitarian clients.

This course focuses on the practical analysis of qualitative evaluation data using NVivo, from coding through reporting. It does not teach survey sampling, statistical modelling or full research design, although it addresses integration with quantitative findings.

Participants can adapt the analysis plan, codebook, matrix and findings brief to current interviews, focus groups, feedback records or document reviews. The course also provides team procedures for coding calibration, audit trails and quality review.

Each training day runs from 08:30 to 16:30 and provides about 6.5 contact hours. Early modules establish the project, sources and coding framework; later modules deepen querying, synthesis, quality assurance and reporting before the final capstone.

Questions about this course?

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