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Phase 2

Step by step approach to Phase 2 Assessment

This is a work in progress. Some documents are not finalised yet but will be available soon.

1

Assessment plan

  • You have  produced and disseminated your preliminary scenario.
  • Phase 1 assessment mapped out information gaps and needs for further assessment.
  • You now have to plan for the Phase 2 assessment before to start field data collection.
Assessment plan
What you need to know
Related documents
Information needs
Planning Phase 2 assessment includes to clearly define the objectives of the assessment, the information need, the analysis plan and the outline of the end product as well as to agree on timings and deadlines.

Objectives and analysis plan (coming soon)

Team building
Phase 2 assessment requires collecting both primary and secondary data collection method. Each will require differents skills and collaboration arrangements. The Technical Brief on Team Composition and Skills will support selecting the appropriate functions and skills and plan for human resources at different stages of the assessment.

Team Composition and Skills (coming soon)

Field assessment planning
Phase 2 field assessment are built on purposive sampling and community level assessment. Sites must be carefully selected and when they are, logistical and security arrangements needs to be organized. The Technical Brief on Purposive Sampling and Site Selection provides guidance on how to select relevant groups and identify the most appropriate sites to assess.

Data collection instrument design
Within Phase 2 assessment, semi structured or structured interviews are used. The Technical Brief on Questionnaire Design can support you while designing an appropriate tool.

Questionnaire Design (coming soon)

2

Data collection

  • You have planned a Phase 2 assessment.
  • Now you can move on to the actual collection and management of the data needed.
Data collection
What you need to know
Related documents
Secondary data collection
Secondary data still plays a role during your Phase 2 assessment. Continue to review available secondary data (e.g. situation reports, other assessment reports), not only to guide your primary data collection and analysis but also to populate your end report. 

Secondary data review (pdf 643Ko)

Primary data collection
Primary data collection during phase II takes place at the community level. Field experience has shown that direct observation and key informant interviews are key data collection techniques for rapid assessments. The Technical Brief on direct observation and key informant interviews provides guidance on how to use these methods.

Data management
To ensure reliable results, the collected information must be regularly reformatted, cleaned, verified and compiled. The Technical Brief on Data Management provides some practical recommendation on how to efficiently store and process the collected data.

Data Management (coming soon)

3

Data analysis

  • Secondary and primary data have been collated and collected.
  • You need to make sense of this data and turn it into information for action.
Data analysis
What you need to know
Related documents
Assess the data collected
The reconciliation of primary and secondary data will reveal inconsistencies and information gaps. The Technical Brief on Data Triangulation will provide some practical tips on how to assess the reliability, credibility, validity and usefulness of the collected data. 

Data triangulation (coming soon)

Data analysis
Data contextualization, cross analysis and group comparisons are key concepts of the data analysis, detailed in the Technical Brief on Phase 1 Assessment.

The document on Heat Maps provides guidance on how to summarize priorities expressed in needs assessments.

Technical Brief on Phase 1 Assessment (coming soon)

Heat Maps as tools to summarise priorities (pdf 816Ko)

Heat Maps as tools to summarise priorities (annex) (xlsx 108Ko)

Turn data into information
Your data is analysed and you have now to articulate results to facilitate the decision making process. The final objective is to make the link between the situation prior to the disaster, the current situation analysis and the likely evolution of the situation (scenarios). The Technical Brief on Scenario Building can be used to guide the development of assumptions and data interpretation.

Identify information gaps and needs
Identifying information gaps and needs is crucial for supporting the design of further assessment in Phase 2. By the end of your data analysis and interpretation, you need to clearly identify what those crucial information gaps and needs are, to facilitate further assessment phases.

4

Report and communicate

  • Primary and secondary data is collected and analysed.
  • Now you need to disseminate the results of the Phase 2 assessment to decision makers and specific stakeholders.
Report and communicate
What you need to know
Related documents
Reporting types and timeline
Reporting in emergencies is challenging due to the diversity of expectations related to information products as well as the need for regular and concise updates on the situation. The Technical Brief on Reporting details some key principles as well as a timeline for delivering key products and the related templates.

Reporting in emergencies (coming soon)

Information visualization
In communication, simpler often equals better. The same applies for information on humanitarian needs. Graphs, tables, maps, tips and techniques are detailed within the review and the Technical Brief on Information Visualisation.

Information Visualisation (coming soon)

Shared situation awareness
There is a difference between dissemination of information products and ensuring  a shared situation awareness among key actors. The Technical brief on Shared Situation Awareness provides practical recommendations on the best way to ensure that all actors are regularly updated about the situation and key priorities.

Shared situation awareness (coming soon)

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Credits:

design: Atelier 109, Séverine Mailler, Sébastien de Haller

development: BLVDR, James Guyot