Therefore scope may be viewed as being the boundaries of the report. The simplest way to think about "scope" is that it defines what is required to be in the report, and in some cases what is NOT required to be in the report. In providing information about the reason/purpose of the report, the Terms of Reference will state the scope of the report. The reader to understand the perspectives and motivations Decisions as to which field staff will take part in the data collection must be made on the basis of this evaluation.The Terms of Reference provides the reason and/or the purposeįor which the report was developed. The training period will conclude only when the field teams have demonstrated mastery of the designated tasks. Evaluation: following the training, interviewers, supervisors and data managers should be evaluated based on their understanding of the questionnaire and their ability to correctly record data.All field team members must demonstrate they clearly understand their roles and are correctly following the survey protocols. The pre-test should not focus on major adjustments to the questionnaire, but rather simulate the administration of the questionnaire under normal circumstances.
#Tor meaning in business full#
Field practice: after the theoretical and classroom practice, the interviewers should go to the field to administer the full questionnaire to a small number of households (outside the study sample). 
Finally, the trainees should conduct pilot interviews on the same subject, and have the interviewers complete a questionnaire for the interview to test consistency across interviewers. The training may also use vignettes, where the company designs case scenarios based on typical households (perhaps those found during the supervisor training or piloting) and have interviewers complete the questionnaire based on the vignette. This part of the training may include in-class demonstrations, where the questionnaire is projected and one interviewer completes the questionnaire in front of the classroom.
Classroom practice: training should include individual and group exercises for trainees to become familiar with the practice of asking questions and filling questionnaires. Standard quantitative interviewing techniques and field protocols should also be covered. Theoretical: training should include a review the theory of the questionnaire and each question in order for trainees to fully understand the objective of each question. The following components must be included in the training: Five enumerators should be included in the training as a reserve. Consequently, the survey company must recruit more interviewers for the training than will be ultimately hired for the project. The training should also serve as a screening process for skilled interviewers. Train all enumerators, supervisors, and data manager on the administration of questionnaires provided by the research team. TOR Example Excerpt Activity 5 : Household survey data collection Consequences should be clearly outlined in the case that the firm does not meet standards. Finally, deliverables should have clearly indicated quality standards. Deliverables should be specified as a detailed list in the TOR, with intermediate outputs. Each major stage of the process should include a deliverable. It is important to assess quality and provide feedback early and often.ĭeliverables should be spaced throughout the contract rather than only at the end of the survey. Review of deliverables is the formal and enforceable way to provide feedback to the survey firm. The field coordinator should work closely with survey firm every step of the process. Manage and oversee household survey data collection. Recruit, train, and contract experienced field staff. Translate and field test all questionnaires. Obtain necessary permits or clearance for the survey. If there are cost implications, a contract modification may be required.ĭefining the Scope of Work Survey Firm Tasks Any changes to survey protocols or sampling that deviate from the TOR must be confirmed in writing. After hiring the survey firm, monitor and provide feedback early and often, using the TOR as an anchor for expectations. Prepare the TOR before publishing the Request for Expression of Interest (rEOI) for survey firms publish it after shortlisting firms based on the expression of interest (EOI). 
Any changes to survey protocols or sampling that deviate from the TOR must be confirmed in writing.Ī detailed TOR is essential for smoothly running fieldwork. Refer to the TOR throughout field work.Within the TOR, clearly delineate tasks between the survey firm and the impact evaluation team define deliverables carefully and specify all expectations and consequences if the expectations are not met.Prepare the TOR early in the firm procurement process.5.1 Activity 5 : Household survey data collection.
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