Research Design, ODK Data Collection, GIS Mapping and Data Analysis 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 9 Nov 2026 Course code SD-ME-072

Before you join: Participants should have experience working with programme, survey, assessment or monitoring data and understand basic concepts such as indicators, respondents, samples and data tables.

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

Development and humanitarian programmes require evidence that can withstand scrutiny from donors, implementing partners, affected communities and senior decision-makers. Weak research questions, poorly configured mobile forms, unreliable field data and unclear analysis can lead to incorrect conclusions about programme performance, geographic coverage or outcome change. This course addresses the full evidence workflow: designing a defensible study, collecting data through ODK, mapping findings in GIS, analysing quantitative and qualitative evidence, and presenting results for action.

Participants learn to frame evaluation questions, select appropriate research designs, develop indicators and sampling plans, and prepare ethical research protocols. They build XLSForms for ODK Collect, configure ODK Central, manage fieldwork and assess data quality. The course then develops practical analysis capability using R, Python, NVivo and QGIS. Participants work with survey extracts, interview transcripts, geographic coordinates and programme monitoring data to produce tables, charts, coded themes, maps and integrated findings.

Teaching combines short technical briefings with cases drawn from public health, livelihoods, education, protection and service-delivery programmes. Participants progressively build a research and monitoring product from the first week, receiving structured review at each stage. They leave with a reusable end-to-end study pack: a research protocol, mobile data collection form, data management structure, analysis scripts, GIS outputs and a decision-focused findings presentation.

The course is suited to professionals who already work with programme data or evaluations and need stronger technical control over the link between research design, field collection, analysis and reporting. It is delivered over 10 instructor-led days in classroom locations in 50+ cities or live online, with approximately 6.5 contact hours each day. Participants receive a certificate of completion.

What you will be able to do

  • Design research protocols using evaluation questions, theories of change and suitable study designs
  • Construct sampling plans, indicator reference sheets and data collection instruments
  • Build and deploy XLSForms through ODK Collect and ODK Central
  • Apply fieldwork supervision, safeguarding and routine data quality assessment procedures
  • Analyse survey datasets using reproducible R and Python workflows
  • Code and interpret qualitative evidence using NVivo codebooks and matrix queries
  • Produce GIS maps and spatial analyses that identify coverage and access patterns
  • Present triangulated findings, limitations and recommendations for programme decisions

Benefits of attending

For you

  • Ability to build mobile forms that reduce entry errors and missing data
  • Confidence to select defensible designs for baselines, evaluations and rapid assessments
  • Reusable R and Python scripts for cleaning, indicators and routine reporting
  • Practical capability to create maps showing service coverage and geographic gaps
  • Stronger portfolio of research, analysis and evidence-presentation outputs

For your organisation

  • Better-quality field data through validated ODK forms and supervisor review routines
  • More credible evaluation findings through appropriate sampling and analytical methods
  • Faster reporting through reproducible cleaning, analysis and visualization workflows
  • Clearer targeting decisions through mapped evidence on access, coverage and inequity
  • Improved data protection, documentation and auditability for research assignments

Course modules

20 modules over 10 days

Participants can translate a programme decision need into a structured research protocol.

  • Decision questions translated into measurable research objectives and evidence needs
  • Theory of change assumptions, outputs, outcomes and impact pathways tested
  • OECD DAC criteria used to frame evaluation questions
  • FINER criteria for feasible, interesting, novel, ethical research questions
  • Stakeholder analysis identifies users, informants, incentives and information risks
  • Research protocol sections aligned with donor reporting requirements

Participants can select a study design and prepare an appropriate sampling approach.

  • Cross-sectional, cohort, case-control and panel designs matched to questions
  • Experimental and quasi-experimental designs distinguish attribution from contribution claims
  • Difference-in-differences, matching and regression discontinuity assumptions examined before selection
  • Sampling frames define target populations, units and coverage errors
  • Probability samples use simple random, systematic, stratified and cluster methods
  • Purposive, maximum-variation and snowball sampling support qualitative inquiry
  • Sample-size calculations use confidence, precision, design effect and nonresponse

Participants can define measurable indicators and plan valid data collection instruments.

  • Indicator reference sheets specify definitions, numerators, denominators and disaggregation
  • SMART criteria test whether indicators are useful and measurable
  • Operational definitions reduce variation between enumerator interpretations
  • Likert scales, ranking questions and semantic differentials measure perceptions
  • Question wording avoids double-barrelled, leading and socially desirable responses
  • Translation and back-translation protect meaning across language versions
  • Pilot protocols test comprehension, timing, sequencing and respondent burden

Participants can build validated mobile data collection forms using XLSForm.

  • XLSForm survey architecture uses survey, choices and settings worksheets
  • Question types, constraints, relevance and required fields prevent invalid entries
  • Repeat groups capture household members, facilities, commodities and service episodes
  • Choice filters and cascading selects reduce enumerator search time
  • Calculations, defaults and metadata record derived values and audit fields
  • Form logic tested with ODK Collect before server deployment
  • Multilingual labels and media attachments support accessible respondent interactions

Participants can configure an ODK deployment and manage controlled digital data collection.

  • ODK Central projects, user roles and server permissions configured
  • Android device setup secures ODK Collect, storage and synchronization
  • Enumerator briefing covers consent scripts, neutral probing and referral procedures
  • Pilot results drive wording revisions, timing estimates and skip-logic corrections
  • Daily synchronization monitors submissions, edits, duplicates and late records
  • Fieldwork dashboards track progress against clusters, quotas and targets
  • Incident logs document safeguarding concerns, refusals and device losses

Participants can prepare and manage geographic data for programme monitoring and evaluation.

  • Coordinate reference systems distinguish geographic coordinates from projected measurements
  • Administrative boundaries, points, lines and polygons represented as vector layers
  • Raster surfaces represent elevation, rainfall, land cover and satellite imagery
  • QGIS project structure manages layers, symbology, labels and metadata
  • Geocoding joins survey locations to settlements and service facilities
  • GPS accuracy, displacement and confidentiality risks assessed before mapping

Participants can plan qualitative data collection that produces credible and ethically gathered evidence.

  • Interview guides align open questions with evaluation criteria and indicators
  • Focus group protocols manage participation, power differences and sensitive topics
  • Observation checklists capture facilities, behaviours, processes and contextual conditions
  • Key informant selection documents expertise, positionality and potential bias
  • Consent, assent and safeguarding procedures protect vulnerable research participants
  • Audio, notes and transcripts follow secure file-naming conventions
  • Reflexive memos record researcher influence, emerging themes and decisions

Participants can structure research data for secure, traceable and efficient analysis.

  • ODK Central exports produce CSV files, media archives and submission metadata
  • Data dictionaries define variables, labels, codes, types and allowable values
  • Unique identifiers link respondents, households, sites, visits and repeat records
  • Tidy data principles separate observations, variables and analytical units
  • Missingness codes distinguish refusal, not applicable, unknown and skipped responses
  • Version-controlled folders preserve raw, cleaned, analysis and output files

Participants can identify, investigate and document data quality issues before analysis.

  • Routine data quality assessment examines accuracy, completeness, timeliness and integrity
  • Range checks, duplicates and logical consistency rules identify record-level errors
  • Spot checks compare source documents, submissions and reported aggregates
  • Outlier investigation distinguishes valid extremes from entry and transmission errors
  • Audit trails document corrections, exclusions, recoding decisions and approvers
  • Data quality dashboards prioritize exceptions for supervisor follow-up

Participants can analyse survey data and generate repeatable outputs using R.

  • RStudio projects separate scripts, inputs, outputs and package dependencies
  • Import CSV and Excel files using reproducible R scripts
  • Data wrangling with dplyr filters, recodes, joins and reshapes records
  • Descriptive statistics report frequencies, central tendency, dispersion and disaggregation
  • Confidence intervals and hypothesis tests support defensible group comparisons
  • ggplot2 charts communicate distributions, trends, comparisons and uncertainty
  • R Markdown produces repeatable tables, charts and analytical reports

Participants can use Python to automate routine data preparation and monitoring calculations.

  • Jupyter notebooks combine Python code, narrative, outputs and review notes
  • pandas dataframes import, inspect, clean and merge survey datasets
  • Functions automate recurring validation, recoding and indicator calculations
  • Regular expressions standardize inconsistent text, dates and identifier formats
  • matplotlib and seaborn create diagnostic plots for quality review
  • Script parameters reproduce monthly monitoring updates from new extracts

Participants can code qualitative sources and develop traceable thematic findings using NVivo.

  • NVivo project structure links sources, cases, classifications and coding frameworks
  • Deductive codes derive from questions, theory of change and criteria
  • Inductive coding captures unexpected themes, language and respondent perspectives
  • Codebook definitions specify inclusion, exclusion and illustrative evidence
  • Matrix coding queries compare themes by gender, location and stakeholder
  • Inter-coder agreement procedures resolve divergent interpretations and code application
  • Framework matrices synthesize cases, themes, quotations and analytical memos

Participants can analyse spatial patterns and produce responsible maps for programme decisions.

  • Point-in-polygon joins assign survey records to administrative areas
  • Buffer analysis estimates populations within walking distance of services
  • Choropleth classification uses quantiles, natural breaks and equal intervals
  • Kernel density and hotspot methods reveal clustering patterns cautiously
  • Spatial joins combine facility, population, hazard and survey datasets
  • Map layouts apply scale bars, north arrows, sources and disclaimers
  • Small-area disclosure controls protect respondents in published maps

Participants can integrate quantitative, qualitative and contextual evidence into defensible conclusions.

  • Joint displays align quantitative results, qualitative themes and evaluation questions
  • Triangulation compares convergence, complementarity, disagreement and unanswered evidence
  • Contribution analysis tests causal claims against alternative explanations
  • Equity analysis disaggregates findings by sex, age, disability and location
  • Outcome harvesting documents observable changes and verifies contribution evidence
  • Most significant change stories complement indicator trends with participant meaning

Participants can turn analytical outputs into proportionate findings and assigned actions.

  • Effect sizes distinguish practical importance from statistical significance
  • Confidence, uncertainty and limitations stated without overstating causal claims
  • Subgroup findings assessed for sample adequacy, bias and disclosure risk
  • Data visualization selection matches message, audience and decision required
  • Results chains connect findings to corrective actions and accountable owners
  • Recommendation matrices specify action, rationale, priority, owner and deadline

Participants can produce reports, dashboards and briefings that support timely management decisions.

  • Evaluation report structure follows purpose, methods, findings, conclusions and recommendations
  • Executive summaries state decision implications before technical detail
  • Indicator dashboards use definitions, targets, trends and disaggregation consistently
  • GIS map products communicate coverage gaps, access barriers and geographic inequities
  • Data stories combine charts, quotations, maps and decision prompts
  • Annexes document sampling, instruments, codebooks and analytical limitations
  • Briefing presentations handle challenge questions about methods and evidence

Participants can apply practical controls for sensitive research and monitoring data.

  • Data protection impact assessments identify collection, storage, sharing and retention risks
  • Data minimization limits personal information to justified research purposes
  • Role-based access controls govern identifiers, transcripts, locations and exports
  • De-identification removes direct identifiers and assesses re-identification pathways
  • Retention schedules define archival, destruction and handover decisions
  • Humanitarian data responsibility principles guide sensitive population data handling
  • GDPR principles of lawfulness, purpose limitation and accountability applied

Participants can manage fieldwork quality, enumerator performance and operational risks.

  • Fieldwork plans sequence recruitment, travel, supervision, synchronization and contingencies
  • Enumerator performance metrics combine productivity, quality flags and observation results
  • Back-checks, accompanied interviews and call-backs verify data collection quality
  • Adaptive sampling logs record replacements, access constraints and protocol deviations
  • Security protocols address device theft, connectivity loss and emergency escalation
  • Daily review meetings assign corrections, retraining and field decisions
  • Closeout procedures reconcile devices, records, consent forms and expenses

Participants can connect research outputs to ongoing monitoring and evaluation management processes.

  • Indicator reference sheets specify definitions, formulas, sources, frequency and ownership
  • Baseline, midline and endline plans maintain comparable measurement methods
  • Adaptive management cycles convert monitoring evidence into documented decisions
  • Donor logframes align outputs, outcomes, indicators, assumptions and reporting dates
  • Evaluation terms of reference define scope, questions, governance and deliverables
  • Data use workshops prioritize findings by urgency, feasibility and expected benefit

Participants can build, quality-assure and present an end-to-end mixed-methods monitoring study using ODK, GIS and analytical outputs.

  • Research protocol defines decision question, design, sampling and ethical safeguards
  • XLSForm captures indicators, consent, constraints, repeats and location data
  • ODK submissions are exported, cleaned and documented with reproducible scripts
  • QGIS map visualizes geographic patterns, service access or coverage gaps
  • NVivo coding or quantitative analysis produces traceable findings
  • Triangulated conclusions distinguish evidence, interpretation, limitation and recommendation
  • Peer review tests methods, data quality, maps and decision usefulness
  • Presentation defends findings, recommendations and implementation priorities to decision-makers

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

What you take back to work

  1. Research protocol and sampling plan template
  2. XLSForm mobile survey template
  3. Fieldwork supervision and data quality checklist
  4. R and Python analysis script set
  5. NVivo codebook and framework matrix
  6. GIS map and decision briefing pack

Who should attend

  • Monitoring and Evaluation Officers — need reliable methods for collecting, checking and interpreting programme evidence
  • Programme Managers — need decision-ready findings on implementation progress, coverage and outcomes
  • Research Officers — need integrated skills spanning protocol development, field data and analysis
  • Humanitarian Information Management Staff — need to combine location data, assessments and operational maps
  • Evaluation Consultants — need reproducible workflows for mixed-methods assignments and donor reporting
  • Data Analysts — need stronger grounding in research design, field realities and evaluation use

Skills and tools covered

Research designODK form developmentGIS mappingQuantitative analysisQualitative codingEvidence reporting

Tools and standards

ODK Central, QGIS, NVivo, R and Python

How the course runs

Training methodology

The course uses short instructor briefings followed by guided case work, group analysis and individual tool application. Cases include household surveys, facility assessments, humanitarian needs assessments and outcome evaluations. Participants build and review study components in sequence: protocol, sample, XLSForm, fieldwork controls, cleaned dataset, qualitative coding framework, GIS map and findings report. Simulated data-quality issues, peer review and decision briefings test whether outputs are technically sound and usable by programme teams.

Requirements and prerequisites

Participants should have experience working with programme, survey, assessment or monitoring data and understand basic concepts such as indicators, respondents, samples and data tables. They should be comfortable using spreadsheets and working with files on a laptop. Prior exposure to monitoring and evaluation, research or programme management is helpful. No prior experience with ODK, QGIS, NVivo, R or Python is required; the course introduces each tool through guided application. Advanced statistics, software development and prior GIS qualifications are not assumed.

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 should understand basic monitoring, research or programme data concepts and be comfortable using spreadsheets. No previous use of ODK, QGIS, NVivo, R or Python is required.

Participants should bring a laptop capable of running standard desktop applications and connecting to the internet. Course materials and guidance for required software installation are provided before the course.

It is designed for M&E staff, programme teams, research officers, evaluators, information management personnel and analysts working with development or humanitarian evidence. It is particularly useful for professionals who need to connect field collection with analysis and decision reporting.

General M&E courses focus mainly on results frameworks, indicators and reporting. This course builds the technical workflow behind evidence production, including mobile data collection, cleaning, coding, statistical analysis, spatial analysis and research reporting.

Participants can adapt the templates and workflows for baseline studies, needs assessments, post-distribution monitoring, facility surveys, outcome evaluations and routine programme monitoring. The final capstone is structured as a work-ready evidence product.

The first part of the course establishes research design, sampling, ODK forms, fieldwork controls and GIS foundations. The later sessions focus on data management, R, Python, NVivo, spatial analysis, reporting, governance and the end-to-end capstone.

Questions about this course?

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