Survey

HR&S Headquarters in Stockholm, Sweden

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

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Partners

  • HR&S Branches
  • Action10
  • Expert Adviser Committee

Dates of zoom meetings, field visits, & PMP Reports

 

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

  • Serve under-served communities in SSA
  • Sustainable economy

Outcome challenges

  1. Help-me mindset in SSA.
  2. Corruption is a social norm in SSA.
  3. Generating income to hire staff.

Activities

  1. – Branches generates their own income to cover their costs.
    – Use ROPE Road-maps for Branches and programmes. Interactive, benefit from OnlyOffice to start with.
  2. – RISEtalks; team-building, responsibility, truth & trust, education
    – Resilience with partners when losing money combined with firm procedures around transparency and accountability and rewards when managing, if trying a second time.
    – Use ROPE Road-maps with firm progress markers for Branches and programmes. Interactive, benefit from OnlyOffice to start with..
  3. – Ensure a clear and attractive value proposition.
    – Reach out to potential customers; CSR, private sector, sustainable development actors. Lean business model.
    – Be visible; publications, reports, on-site presentations.

Milestones

3.
– Publish; ROPE, 22RISE, REACH, FAST, SCALE.
– Post a proposal on all CSR crowd-funding platforms.
– Make 22RISE.com sweet.

1 & 2.
– Develop and maintain Road-maps on OnlyOffice (and later a better platform).

Financial model

Financial plan

2025 raise and invest SEK 500,000 per year.

Input

  • Board meetings and assignments
  • Volunteer Staff meetings
  • Team meetings and assignments
  • ActionTalks
  • Action10 crowdfunding website
  • GlobalGiving
  • OnlyOffice
  • Meetings rooms through Studiefrämjandet
  • Volontärbyrån
  • HR&S’ work in Africa

Output

  • Board meeting minutes
  • Notes from ActionTalks
  • Events

Outcome

2021

  • Raising SEK 100,000 per year for ten years.
  • 20 Monthly givers

Progress markers

2022

  • Raising SEK 200,000
  • 40 monthly givers

2025

  • Raising SEK 500,000
  • 100 monthly givers

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