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Session 29. Simulation exercise: meeting with in-charge

HHFA

Data Collection Training

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By the end of this session, you will be able to:

meet the facility in-charge and facilitate data collection as per HHFA procedures

Session 29 content

Checklist of procedures for meeting with in-charge

Team leader meets with the facility in-charge to:

1. introduce the team

2. give the facility in-charge the letter of introduction

3. explain the purpose, activities and estimated duration of the visit

4. reassure facility staff that respondents will not be identified

5. respond to any questions and concerns

6. request consent to conduct the survey

Checklist of procedures for meeting with in-charge

10. ask facility in-charge to assign someone to take team

members to the data collection sites and introduce them to staff

7. ask the facility in-charge to sign the Informed Consent form

9. ask facility in-charge to identify key informants

8. identify any services where staff need to be interviewed at

specific times

Team leader meets with the facility in-charge to:

�Simulation: Meeting with the in-charge�40’ practice�40’ role play

Organize participants into groups composed of the expected team members for the actual field work and the facility in-charge*.
Assign each group a location to practice the meeting with the in-charge.
Ask them to follow the procedures with the checklist.
Group them back into plenary and allow 2-3 teams to role play.
Ask participants to assess each team´s performance according to the checklist.
Discuss team´s performance.

*You may also ask participants to include a facility in-charge assistant who will be the person assigned by the in charge to accompany the teams to the data collection sites.

This active learning activity aims to provide participants with opportunities to practice the interview with the facility in-charge.
It is structured to maximize time, opportunities to role play, and collective assessment of performance. For this purpose, you may want to ask the groups selected to role play in plenary to perform only some of the procedures (e.g., the first 5 or the last 5).
Ask participants, after observing the role play, to use the thumbs to provide an instant visual performance assessment.
Thumbs up would mean satisfaction with performance, sideway thumbs would display a medium level of satisfaction, and thumbs down would point at dissatisfaction with performance. To avoid changing opinion because of peer pressure, facilitators may ask participants to close their eyes before raising their hands with their assessment decisions.
Summarize the collective assessment after participants are asked to lower their hands and open their eyes.
It is convenient to give a couple of volunteers the opportunity to describe what went right and what did not and to close by providing the facilitator’s overall feedback.

You have now completed Session 29.

In the next session, we will simulate data entry at the service site.