Survey

22RISE

Please find details about the TestE method here.
Testing the strength of Evidence.

Click here

Partners

  • Development institutions
  • Civil society
  • CSR programmes
  • Agreed suppliers

 

Dates of zoom meetings, field visits, & PMP Reports

 

CSR

Test_E parameters

Collected TestE parameters in meetings with PMPs and TPs
when developing and adjusting the survey manual and when performing the surveys.

Context

Ambitions

Assessment of PMP intrinsic motivation

 

Assessment of TP intrinsic motivation

HR&S HQ

  •  

Outcome challenges

Activities

Milestones

Financial plan

Business plan

Input

Outcome

CSR 

Visit.org
  • 2021:
    • Uploaded HR&S on the Visit.org. website.
    • Nov: CSR session with PayPal through visit.org. International money transfer was discussed between Pay-Pal and HR&S Branches.
      No of persons reached: 5
  • 2022
    • Feb: CSR session with Danaher through visit.org. About Danaher “We are a global science and technology innovator committed to helping customers solve complex challenges and improving quality of life around the world.” “A global family of more than 20 operating companies, we drive meaningful innovation in some of today’s most dynamic, growing industries.”
      No of persons reached: 15
    • March: CSR session with PayPal through visit.org, second session with PayPal. International money transfer was to be discussed between Pay-Pal and HR&S Branches. PayPal cancelled the day before the event.
      No of persons reached: 0
    • Sept: CSR session with Unity Technologies. Social media solutions shall be discussed, how to identify customers, branding on social media, apps, etc.

Private sector

2019 Paid for seminar about alternative financial solutions for JAK bank.
No of persons reached: 20

Civil society

  • 2018: Supported by: Stockholm Rotary International.
    No of persons reached: 20
  • 2009 -2022 (ongoing) : Action10 volunteer staff. In average twenty volunteer staff being active at the same time with a turnover of ten persons.
    No of persons reached: 140
  • 2009 -2022 (ongoing) : ActionInvest monthly supporters. In average 30 active at the same time with a turnover of five per year.
    No of persons reached: 70
 
 
 
 

Progress markers

Sustainable Impact

Respondents

The respondents are identified and presented with: names, title, telephone numbers, level of education, home location, and family status. Also GDPR consent is collected if the respondent’s agree.

Set-up

Set-up

  1. Individual interviews, specific and open-ended, with
    • The PMP.
    • Management team members.
    • Each loan-taker present.
    • Family members present.
  2. Focal group interviews, with
    • Management team and PMP together.
    • All loan-takers of the village, who are present,  together.
  3. Collect testimonies, from a number of persons randomly chosen.
  4. Take photos.
  5. Record videos.
  6. Record interviews.

  7. Take notes in a dedicated notebook about everything that happens.

Micro data Survey questions

Social impact

 

Sustainable social impact refers to reaching the social good ambitions in a sustainable manner.

Measure twice a year since the start of the programme.

Social Good _ Direct Impact

Respondent: PMP

  • Compilation of the products that we offer:
    1. Business loans;
      Number of loans, size of loans, total capital. 
    2. Other
  • Compilation of the services that we offer:
    1. Weekly visits to collect refunds, coach and address challenges.
      1. type of coaching
      2. type of challenges
    2. Other
  • Number of Target partner business owners: xxx
  • PMP business generate profit.
    • Size of profit: xxx

Respondent: Target Partners

  • Compilation of the products that our Target Partners offer to their customers: xxx
    • Number of customer per product: xxx
  • Compilation of the services that our Target Partners offer to their customers: xxx
    • Number of customers per service: xxx
  • Target partner business owners generate profit.
    • Size of profit per TP: xxx

Respondent: Customers (customer survey)

  • Are customers content with products?

  • Are customers content with services?

Social Good _ Indirect Impact

Respondent: Target Partners & families.

  • Children well-being
    Children of the women who manages HR&S small-scale businesses.
    • Number of meals per day increased.
      From one to two or three.
      • Number of children: xxx
    • Education
      Tuition fee paid and school attendance made possible.
      • Number of children: xxx
  • Women well-being
    • The status of the women in the families has improved as the contribute with income.

Respondent: Customers (customer survey)

xxx

Institutional capacity

Respondent: PMP

Accounting

  • Bookkeeping of international standards; compiling all receipts and invoices, perform bank reconciliation.
  • Annual auditing.
  • Respond to management reports from the auditor.

 

  • Who is in charge of the bookkeeping?
  • Who is doing the auditing?
  • What do the management reports look like?
  • Can we please see the books?

Project management

  • Are the number of Target Partners included, as expected? xxx.
  • Does the target partners deliver as expected? xxx.
  • Do you have regular meetings with the management team, if so, how often? xxx.
    • Do you take notes which are  included in the annual report?xxx.

Transparency & Efficiency

  • Communication between PMP and HR&S.
    • Maybe monthly reflections from PMP on WhatsApp. xxx.
  • Information from target partners on their satisfaction, needs, expectations. xxx.
    • To be written down and shared.
  • Share notes from the local management meetings. xxx.

Annual report

Due 15 February.

Target partner services

Ensure continuous feed-back from Target Partners. Information about their satisfaction, needs, expectations, xxx. Specially ask about their views on the ethics of the programme.

TP training, coaching & team building

  1. Training sessions: xxx
  2. Coaching sessions: xxx
  3.  

Financial sustainability

Sustainable economy is when income, without donations, sustainably exceeds costs.

  1. When can a sustainable economy be expected ?
  2. What is the size of the required capital?
  3. Compile sources and levels of income?
  4. Compile sources and levels of expenses?

Sustainable business mind-set

  • ?

Does the income exceed the expenses?

  •  

Survey team & visit

PMP comment: Wednesdays, market day, are the only days suitable for meeting women and following up with them.

Who

  1. The survey team consist of: Renaud, Elisabeth, Milohum, Yawo. 
  2. The team leader is: Renaud
  3. Date of the next visit: The visits are made on Wednesdays, the market day. xxx

When

  1. Dates of coming visits:

Where

  1. Location of the visits:

How

  1. Visit arrangements: Offer snacks to focus group discussions.
  2. Travel arrangements:
  3. Travel costs:
  4. The sources for covering travel costs are:

Survey Team Preparations

Ensure the team has access to the tools required:

  • Written copy of the survey manual.
  • Camera; photos and videos.
  • Recorder.
  • Notebooks and pens.
  • Transportation means.
  • Food and water.

Divide areas of responsibility between team-members. Ensure that  each team member is clear about and comfortable with their own assignment as well as the team assignment.

The team assignments

  1. Making individual interviews.
    • Specific questions.
    • Open ended questions.
  2. Collect data from focal group discussions.
  3. Collect testimonies.
  4. Taking photos.
  5. Record videos.
  6. Record interviews.

  7. Taking notes in a dedicated notebook about everything that happens.

Preparing for the analysis of the data

  • Control
    The control is the base-line data, macro-data and the conditions in specific villages that are selected to join the programme, prior to mentioning about the programme.
  • Randomization
    Randomization among respondents is created by not announcing the survey date, and asking everyone who are present that day.
  • Statistical assessment method
    • Quantitative: ANOVA. Thus we need as much data as possible.
    • Qualitative: Simple compilation of statements.
  • Contribution tracing. Identifying other actors in the village, what do they contribute with, how many are involved and how do they benefit. Consider to collaborate with other actors.
  • Ethics. Normal ethics plus asking the respondents about their views on ethics.

Compilation of Outcome data

Outcome

Progress marker scoring

    •  

Compilation of names of respondents and GDPR consent: xxx