Research Methods, Data Analysis and Report Writing 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-108

Before you join: Participants should have experience working with programme, project, policy, service-delivery or humanitarian data, or responsibility for monitoring, reporting, assessments or evaluations.

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

Public-sector, development and humanitarian programmes must show credible evidence that activities reached intended groups, outputs met standards, and outcomes can reasonably be linked to programme decisions. Teams often hold large volumes of monitoring data, survey responses, assessment findings and stakeholder feedback but struggle to turn them into defensible analysis and clear reports. Weak research questions, convenience sampling, poorly structured tools and unclear reporting can lead to unreliable findings, delayed decisions and donor queries.

This course develops the applied research, monitoring, evaluation, data analysis and reporting skills needed to plan and deliver sound evidence products. Participants frame decision-focused research questions, develop theories of change and logical frameworks, select appropriate designs, prepare sampling plans, construct data-collection tools and apply research ethics. They analyse quantitative data using descriptive statistics, cross-tabulations and basic significance testing, and analyse qualitative data through coding, thematic analysis and triangulation. The course also covers indicator design, data-quality assessment, evaluation criteria, findings synthesis, recommendations and professional report structure.

Teaching combines focused instructor briefings with public-sector, humanitarian and development cases. Participants work with realistic datasets, research briefs, survey instruments, interview material and reporting scenarios. They progressively develop a research and evaluation package for a programme of their choice or a supplied case, receiving peer and instructor review at key stages. The final capstone requires participants to present a completed research, analysis and reporting product suitable for management or donor review.

The course suits professionals responsible for programme monitoring, evaluation studies, needs assessments, operational research, policy analysis, grants reporting and evidence-informed management. It is particularly relevant where teams need consistent methods, auditable data processes and reports that lead to practical action.

What you will be able to do

  • Formulate decision-focused research questions, objectives and evaluation criteria
  • Develop a theory of change, logical framework and indicator reference sheet
  • Select defensible research designs, sampling methods and data-collection approaches
  • Construct surveys, interview guides and observation checklists using sound measurement principles
  • Analyse quantitative datasets using descriptive statistics, cross-tabulations and significance tests
  • Conduct qualitative coding, thematic analysis and mixed-methods triangulation
  • Assess data quality using verification, validation and data-quality assessment procedures
  • Produce an evidence-based research or evaluation report with actionable recommendations

Benefits of attending

For you

  • Produce research designs that withstand management, donor and peer scrutiny
  • Interpret survey and monitoring data without relying solely on technical specialists
  • Write clearer findings, conclusions and recommendations from mixed evidence
  • Build a reusable portfolio of research, indicator and reporting templates
  • Contribute more confidently to evaluations, assessments and programme reviews

For your organisation

  • Improves consistency of monitoring, research and evaluation methods across teams
  • Produces more credible evidence for donor reports, management decisions and programme adaptation
  • Reduces weak indicators, duplicate data collection and avoidable reporting revisions
  • Strengthens data-quality checks before findings are shared externally
  • Creates staff capacity to commission and oversee external research providers

Course modules

20 modules over 10 days

Participants can distinguish monitoring, research and evaluation products according to the decisions they support.

  • Evidence needs mapped to programme, policy, operational and donor decisions
  • Monitoring, research and evaluation distinguished by purpose, timing and users
  • Results-based management links inputs, activities, outputs, outcomes and impacts
  • OECD DAC criteria applied to evaluation questions and evidence needs
  • Primary and secondary data sources assessed for decision usefulness
  • Evidence products matched to management cycles and reporting requirements

Participants can translate a management problem into focused research questions and objectives.

  • Problem statements separate observed conditions from assumed causes
  • Stakeholder analysis identifies evidence users, interests and decision authority
  • Research questions framed using population, phenomenon, context and timeframe
  • SMART research objectives specify measurable outputs and intended use
  • Conceptual frameworks identify plausible relationships between key variables
  • Scope boundaries define geographic coverage, participant groups and exclusions

Participants can build a testable theory of change and aligned results framework.

  • Theory of Change maps causal pathways from activities to intended outcomes
  • Assumptions and risks documented at each causal link
  • Logical Framework Approach aligns objectives, indicators, verification and assumptions
  • Outcome statements describe measurable changes in behaviour, practice or condition
  • External factors distinguished from programme-controlled implementation factors
  • Results chains tested for plausibility, sequence and measurable contribution

Participants can specify valid indicators and prepare an indicator reference sheet.

  • Indicator definitions specify numerator, denominator, unit and disaggregation
  • Output, outcome and impact indicators matched to results statements
  • SMART criteria used to test indicator utility and feasibility
  • Baseline, target and milestone values established using available evidence
  • Indicator reference sheets record source, frequency, responsibility and limitations
  • Disaggregation plans address sex, age, disability, location and vulnerability

Participants can select a research design appropriate to the question, resources and ethical constraints.

  • Cross-sectional designs estimate conditions at a single point
  • Longitudinal designs track change through repeated measurements over time
  • Experimental and quasi-experimental designs assess plausible programme effects
  • Case study designs investigate processes, context and implementation mechanisms
  • Mixed-methods designs combine numerical patterns with explanatory accounts
  • Design choices balance validity, feasibility, cost, timing and ethical risk

Participants can prepare a practical sampling plan and justify its limitations.

  • Target populations, sampling frames and study units clearly defined
  • Probability sampling uses random, systematic, stratified and cluster methods
  • Non-probability sampling applies purposive, quota, snowball and convenience approaches
  • Sample size considers precision, confidence level, variability and design effect
  • Stratification improves representation of priority groups and locations
  • Sampling plans document selection procedures, replacements and non-response handling

Participants can construct a structured questionnaire that produces analysable data.

  • Questionnaire flow moves from screening questions to sensitive topics
  • Closed questions use mutually exclusive and collectively exhaustive response categories
  • Likert scales measure attitudes with balanced response options
  • Recall periods reduce memory error in household and beneficiary surveys
  • Skip logic prevents inapplicable questions and inconsistent respondent pathways
  • Pilot testing identifies ambiguity, burden, missing options and sequencing problems

Participants can design interviews, focus groups and observations for credible qualitative evidence.

  • Semi-structured interview guides use open questions and focused probes
  • Focus group discussions explore shared norms, differences and group dynamics
  • Key informant selection identifies informed perspectives and institutional knowledge
  • Observation checklists record behaviour, conditions, interactions and service standards
  • Field notes distinguish direct observations from researcher interpretations
  • Question sequencing builds rapport before discussing sensitive or contested issues

Participants can apply ethical safeguards throughout data collection, analysis and reporting.

  • Informed consent explains purpose, procedures, risks, benefits and voluntary participation
  • Confidentiality procedures protect identities in records, datasets and reports
  • Do-no-harm assessment identifies foreseeable physical, social and emotional risks
  • Safeguarding protocols define referral actions for disclosures and protection concerns
  • Data minimisation limits collection to information necessary for stated purposes
  • Ethical review requirements assessed before fieldwork begins with vulnerable populations

Participants can plan fieldwork controls that improve completeness, accuracy and timeliness.

  • Fieldwork plans assign roles, schedules, locations, transport and supervision
  • Enumerator training covers tool intent, probing, neutrality and consent procedures
  • Back-checks verify interviews through selected respondent follow-up contacts
  • Spot checks observe data collection against approved procedures
  • Data-quality assessments examine validity, reliability, precision, integrity and timeliness
  • Issue logs record errors, corrective actions, ownership and closure dates

Participants can prepare a documented, analysable dataset from raw research data.

  • Data dictionaries define variables, labels, codes, formats and allowable values
  • Unique identifiers link respondent records while protecting personal information
  • Range checks identify values outside plausible or permitted limits
  • Missing-data codes distinguish refusals, unknown responses and inapplicable items
  • Duplicate records detected through identifiers, timestamps and matching fields
  • Cleaning logs document edits, rationale, source files and version control

Participants can summarise quantitative data and select clear charts for intended users.

  • Frequency distributions summarise categorical responses and response completeness
  • Means, medians and modes describe central tendency appropriately
  • Ranges, interquartile ranges and standard deviations describe variation
  • Percentages calculated using valid denominators and clearly stated bases
  • Bar charts, line charts and histograms match data types
  • Tables present totals, disaggregation and rounding without misleading readers

Participants can compare groups and interpret basic statistical tests without overstating findings.

  • Cross-tabulations compare outcomes by sex, location, age and participation status
  • Chi-square tests assess associations between categorical variables
  • T-tests compare mean values between two defined groups
  • Confidence intervals express precision around survey estimates
  • P-values interpreted alongside effect size, sample size and context
  • Statistical significance distinguished from operational and policy significance

Participants can code qualitative material and develop defensible themes from participant accounts.

  • Transcripts and field notes prepared for systematic coding
  • Deductive codes derived from research questions and conceptual frameworks
  • Inductive codes capture unanticipated issues emerging from participant accounts
  • Codebooks define labels, inclusion criteria, exclusions and illustrative examples
  • Thematic matrices compare patterns across participant groups and locations
  • Negative cases examined before finalising explanatory themes and conclusions

Participants can integrate quantitative and qualitative evidence into coherent findings.

  • Convergent designs compare quantitative and qualitative findings collected concurrently
  • Explanatory designs use interviews to interpret statistical patterns
  • Joint displays combine numerical results, themes and interpretation
  • Triangulation checks convergence, complementarity, contradiction and evidence gaps
  • Discrepant findings investigated through sampling, measurement and context review
  • Integrated conclusions distinguish observed evidence from plausible interpretation

Participants can prepare an evaluation plan, terms of reference and review process.

  • Evaluation purposes distinguish accountability, learning, improvement and strategic decisions
  • Terms of reference specify scope, questions, methods, deliverables and governance
  • Evaluation matrices align questions, indicators, sources, methods and analysis
  • OECD DAC criteria operationalised through context-specific evaluation questions
  • Independence, conflicts of interest and evaluator competence assessed early
  • Inception reports confirm methodology, workplan, limitations and stakeholder engagement

Participants can develop evidence-based conclusions and recommendations that management can use.

  • Findings present verified evidence without premature judgement or speculation
  • Conclusions answer research questions through reasoned synthesis of findings
  • Recommendations specify action, owner, timeframe, resources and expected result
  • Prioritisation matrices rank recommendations by importance, feasibility and urgency
  • Evidence strength assessed through source quality, consistency and limitations
  • Management responses record acceptance, actions, accountability and follow-up dates

Participants can structure and write a report that meets management and donor requirements.

  • Executive summaries state purpose, methods, key findings and priority actions
  • Methods sections document design, sampling, tools, analysis and limitations
  • Results chapters organise evidence around questions, criteria or themes
  • Charts and tables support claims with titles, sources and interpretation
  • Limitations explained honestly without weakening valid conclusions unnecessarily
  • Annexes include tools, detailed tables, terms and reference materials

Participants can present findings to technical and non-technical audiences with appropriate evidence.

  • Audience analysis identifies decision authority, technical knowledge and information needs
  • Briefing notes condense findings, implications and requested management decisions
  • Slide narratives lead with conclusions before supporting methodological detail
  • Data visualisation choices prevent misleading comparisons and unsupported claims
  • Facilitated validation meetings test interpretation with stakeholders and implementers
  • Feedback incorporated while preserving methodological independence and evidence integrity

Participants can build, review and present a complete research or evaluation package for a defined programme decision.

  • Decision brief defines the management question, users and intended action
  • Theory of Change and indicator framework establish the evidence model
  • Sampling plan and data-collection tools address defined research questions
  • Cleaned dataset or coded evidence base supports documented findings
  • Analysis tables, themes and triangulation produce defensible conclusions
  • Report draft presents methods, findings, recommendations and stated limitations
  • Peer review checks methodological coherence, evidence quality and report usability
  • Management presentation communicates priority actions and implementation implications

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

What you take back to work

  1. Research and evaluation design template
  2. Theory of Change and logical framework model
  3. Indicator reference sheet template
  4. Sampling and data-collection plan
  5. Data cleaning and analysis checklist
  6. Research report and management briefing template

Who should attend

  • Monitoring and Evaluation Officers — need stronger designs, indicators and analysis for programme evidence
  • Programme Managers — need to commission, interpret and act on research findings
  • Research Officers — need repeatable methods for surveys, assessments and applied studies
  • Humanitarian Assessment Staff — need credible approaches for needs and response monitoring
  • Policy Analysts — need defensible evidence for policy briefs and management decisions
  • Grants and Reporting Managers — need findings that meet donor reporting and learning requirements

Skills and tools covered

Research designIndicator developmentQuantitative analysisQualitative analysisData quality assuranceEvaluation reporting

Tools and standards

OECD DAC Criteria, Theory of Change, Logical Framework Approach, Microsoft Excel

How the course runs

Training methodology

The course uses short instructor briefings to introduce methods, followed by case analysis, group exercises, data-analysis tasks and structured peer review. Participants work through development, public-service and humanitarian scenarios involving programme monitoring, household surveys, stakeholder interviews and evaluation findings. Simulations cover research planning, tool review, data cleaning, findings interpretation and report review meetings. Individual application planning connects each method to a current assignment, while instructor feedback helps participants improve their own research and reporting products.

Requirements and prerequisites

Participants should have experience working with programme, project, policy, service-delivery or humanitarian data, or responsibility for monitoring, reporting, assessments or evaluations. They should be comfortable reading tables, percentages and basic charts, and able to use spreadsheet software for simple data entry and sorting. Prior experience with surveys, research proposals or evaluation reports is useful but not essential. Statistical software, programming, advanced mathematics and previous formal research training are not required. Participants should bring a current or planned work question 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 basic familiarity with programme, policy, service-delivery or humanitarian work and comfort with percentages and simple spreadsheets. Advanced statistics, statistical programming and formal research qualifications are not required.

Participants should bring a laptop if attending in person and a current research, monitoring or evaluation question if available. Course datasets and templates are provided, so participants can also work from a supplied case.

It is designed for M&E officers, programme managers, researchers, assessment staff, policy analysts and reporting professionals. It also suits managers who commission evaluations and need to judge the quality of external providers' work.

This course connects research design, field methods, quantitative analysis, qualitative analysis and report writing in one applied sequence. It goes beyond introductory M&E by developing practical research and evaluation products, while avoiding the advanced mathematical depth of specialist statistics training.

Participants can use the templates for a baseline, needs assessment, outcome monitoring review, evaluation terms of reference or donor evidence report. The capstone structure helps them adapt the methods to a live work assignment.

Each training day runs from 08:30 to 16:30 and provides about 6.5 contact hours. The first part develops research design, tools and fieldwork controls; the later part focuses on analysis, evaluation, reporting and the final capstone presentation.

Questions about this course?

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