SurveyCTO for Health Programme Planning Training Course

Participants can convert planning questions into defined indicators and data requirements.

• Theory of change links between activities, outputs, outcomes and planning decisions
• Indicator reference sheets specifying definitions, numerators, denominators and disaggregation
• SMART criteria applied to health programme planning indicators
• Operational definitions for services, households, facilities, clients and catchment areas
• Question mapping from indicators to respondent groups and data sources
• Minimum data sets for service availability, quality, access and utilisation

Participants can select an appropriate survey design for a health planning purpose.

• Cross-sectional surveys for baseline measurement and community needs assessment
• Facility assessments measuring readiness, commodities, staffing and service capacity
• Household surveys measuring access, care-seeking, expenditure and service utilisation
• Client exit interviews assessing experience, counselling and perceived service quality
• Respondent burden, recall periods and sensitive-question design choices
• Questionnaire flow organised around screening, consent, modules and closure

Participants can prepare a defensible sampling and fieldwork plan for a health survey.

• Target population, sampling frame and eligibility criteria documented before fieldwork
• Probability and non-probability sampling choices for programme planning studies
• Cluster sampling considerations for dispersed households and service catchment areas
• Sample size assumptions linked to precision, resources and decision stakes
• Fieldwork schedules covering travel, appointment windows, supervision and contingency
• Enumerator workload estimates based on interview length and daily targets

Participants can incorporate ethical and data protection safeguards into survey protocols.

• Informed consent scripts covering purpose, participation, risks and withdrawal rights
• Assent and guardian consent procedures for surveys involving adolescents
• Safeguarding referral procedures for disclosures of violence, abuse or urgent need
• Data minimisation applied to personally identifiable health and household information
• Role-based access controls for forms, submissions, exports and user accounts
• Retention, deletion and secure transfer rules documented in data management plans

Participants can structure a valid XLSForm workbook for SurveyCTO deployment.

• XLSForm workbook structure using survey, choices and settings worksheets
• Question names designed for stable datasets, exports and downstream analysis
• Field labels written for respondents, enumerators and multilingual deployment
• Core question types: text, integer, decimal, select_one and select_multiple
• Choice lists coded with stable values and readable response labels
• Form settings specifying title, form ID, version and default language

Participants can write survey questions that generate usable health programme data.

• Plain-language questions aligned precisely with indicator reference sheet definitions
• Response options designed to be mutually exclusive and collectively exhaustive
• Recall periods matched to immunisation, treatment, expenditure and service-use questions
• Sensitive health questions sequenced to protect privacy and respondent comfort
• Interviewer instructions placed as guidance without appearing to respondents
• Don't know, refusal and not applicable responses coded consistently

Participants can build efficient SurveyCTO forms using conditional logic and calculations.

• Relevance expressions showing questions only to eligible respondents
• Required fields applied selectively to essential planning and monitoring variables
• Constraints preventing implausible ages, dates, quantities and percentages
• Calculate fields deriving age, interview duration and programme eligibility
• Repeat groups recording multiple children, services, commodities or referrals
• Logic testing with boundary cases, missing values and contradictory responses

Participants can select advanced form functions that improve field data reliability.

• Cascading selects linking geography, facility, service area and community lists
• External datasets preloading facility registers, village lists and participant rosters
• Barcode and QR code capture for facility assets and commodity records
• Image, audio and location capture governed by protocol and consent requirements
• Device metadata recording timestamps, device identifiers and submission locations
• Field plug-ins considered for specialised calculations and structured data capture

Participants can test, revise and publish SurveyCTO forms before field deployment.

• SurveyCTO form upload checks identifying XLSForm syntax and structural errors
• Desk testing against question specifications, skip paths and expected outputs
• User acceptance testing with enumerators, supervisors and programme stakeholders
• Pilot feedback log separating critical defects from improvement requests
• Version control procedures documenting changes, dates, owners and approval status
• Form publication settings controlling access, updates and deployment readiness

Participants can establish field procedures for consistent and ethical health data collection.

• Enumerator standard operating procedures for introductions, consent and interview closure
• Training plans covering question intent, probing limits and neutral interviewing
• Role-play scenarios for refusals, interruptions, privacy concerns and distress
• Supervisor checklists for accompaniment, spot checks and daily debriefs
• Device management procedures for charging, assignment, loss and replacement
• Escalation routes for safeguarding incidents, technical faults and protocol deviations

Participants can monitor SurveyCTO submissions and respond to data quality signals.

• Submission review workflows for completeness, timeliness and protocol compliance
• Quality flags identifying duplicate records, unusual durations and missing coordinates
• Daily monitoring dashboards tracking progress against sampled households and facilities
• Back-check procedures comparing selected responses with source observations
• Supervisor feedback loops correcting errors while field teams remain deployed
• Audit trails used to investigate edits, corrections and rejected submissions

Participants can prepare SurveyCTO data exports for accurate health programme analysis.

• Export formats selected for Excel, Stata, SPSS, R and CSV workflows
• Variable labels, value labels and codebooks retained during dataset export
• Repeat-group data structured into linked tables for analysis and reporting
• Data cleaning log documenting corrections, exclusions, transformations and rationale
• Range, consistency and duplicate checks applied before analysis begins
• De-identification procedures removing direct identifiers from analysis datasets

Participants can specify analysis outputs that answer health programme planning questions.

• Analysis plan linking indicators, disaggregation, tables and decision uses
• Descriptive statistics for coverage, readiness, access and service utilisation
• Disaggregation by sex, age, disability, geography and population group
• Cross-tabulations identifying inequities in service access and programme reach
• Data visualisation choices for management briefings and planning workshops
• Interpretation limits arising from sampling, bias, missingness and self-reporting

Participants can produce a controlled implementation plan for a SurveyCTO health assessment.

• RACI matrix assigning approval, build, fieldwork, review and reporting responsibilities
• Survey implementation timeline covering design, pilot, deployment, analysis and dissemination
• Risk register addressing security, access, refusal, connectivity and staff turnover
• Budget assumptions for devices, connectivity, translation, travel and supervision
• Data management plan covering storage, access, backup and retention arrangements
• Stakeholder reporting schedule linking findings to programme planning meetings

Participants can build, review and present a complete SurveyCTO health programme planning data collection package.

• Planning scenario translated into priority questions, indicators and respondent groups
• Indicator matrix aligned with questionnaire modules and planned analysis outputs
• SurveyCTO XLSForm built with consent, validation, relevance and repeat groups
• Sampling, fieldwork and supervision plan matched to operational constraints
• Quality assurance checklist covering testing, monitoring, review and correction actions
• Data governance plan specifying access, protection, retention and reporting controls
• Peer review against programme requirements, ethics safeguards and deployment readiness
• Presentation of completed survey package and implementation rationale to stakeholders