Decision Making Tool 9.2: Selecting Methods for Monitoring and Evaluating

Printer-friendly versionPrinter-friendly versionPDF DownloadPDF Download

Instructions for Use:  To the extent possible, select methods that were used for the promotion design and information gathering in Step 2.  Just as was done in selecting methods for the research and review of each method of information gathering.  Select two to three methods that best match for promotion monitoring and evaluation.  It is ideal to combine quantitative and qualitative.

Information Gathering Methodologies
Used for Our Design Process Method(s) Used for: What Best for Our Monitoring and Evaluation We will use for Monitoring (M) and/or Evaluation (E):
  1. Survey Design
Monitoring
Evaluation
  • Asks a series of questions to determine awareness, attitudes, knowledge, and reported practices.
  • Works best on a single issue.
  • Uses close-ended questions, scaled responses, and multiple choice.
  • Gathers the “whether,” “what,” and “how much/many.”
    
  2. Questionnaire    
  3. Recall Survey Monitoring    
  4. Direct or Indirect Observation Design
Monitoring
Evaluation
Supervision
  • Looks
  • Records
  • Analyzes behavior and actions
    
  5. Site Observation    
  6. Training Observations    
  7. Records Audit Monitoring
  • Examines existing documents or items in a systematic manner
  • Uses a checklist to indicate Yes or No only
    
  8. Site Audit    
  9. Materials or Supplies Audit    
  10. Exit or Intercept Interview Monitoring
Evaluation
Supervision
  • Discusses a specific topic
  • Can be structured or unstructured
    
  11. Individual Interview Design
Evaluation
  • Discusses around a specific topic
  • Gathers personal, sensitive information and behavioral data
  • Gathers the “what” and “why”
    
  12. Focus Group Discussion  Design
Evaluation
  • Uses topic guide only.
  • Gathers behavioral data.
  • Gathers the “what” and “why.”
  • Encourages social, group interaction and ideas.
  • Can be used to focus individual interviews and surveys.
    
  13. Listening Group  Monitoring
  • Gathers knowledge, awareness and ability to recall messages.
  • Uses simple structured form.
    
   14. Form: exposure, broadcast, delivery  Monitoring
  • Uses a simple tally system.
  • Uses pre-established issues and areas to examine.