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Introducing the New Handbook of Surveys on Households and Individuals Foundations and Emerging App..

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Introducing the New Handbook of Surveys on Households and Individuals Foundations and Emerging App..

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0:02

Good morning, good afternoon, good

0:04

evening. Um, colleagues and partners

0:07

from all over the world. Um, serving as

0:11

co-chair on behalf of UNESCO of the

0:13

inter secretariat working group on

0:15

household surveys. I'm delighted to

0:17

welcome you to this event marking the

0:20

launch of uh the

0:23

UN handbook on household surveys. an

0:27

initiative that has been led by uh the

0:30

UN statistics division with guidance

0:32

from the inter secretariat working group

0:35

on household survey is a group that was

0:37

established in 2015 by the UN

0:40

statistical commission to enhance survey

0:43

coordination to promote innovative

0:45

approaches and to advocate for the

0:47

critical role of household surveys. The

0:50

group is composed of 11 international

0:53

agencies and 10 member states and is

0:56

currently co-chared by UNESCO and the

0:58

world bank and its secretary is at the

1:01

UN statistics division.

1:03

Since its establishment, the working

1:05

group has undertaken many initiatives to

1:07

advance survey methodologies.

1:10

Um, but uh perhaps now the most

1:13

important is the one that we're marking

1:16

today u the guidance uh to countries uh

1:21

moving ahead which builds on a paper

1:24

that was endorsed by the US statistical

1:26

commission in 2022. The paper entitled

1:28

positioning household surveys for the

1:30

next decade.

1:32

the the revision of the UN handbook um

1:35

which as you may know uh replaces the

1:38

one that was uh

1:41

completed uh more than 40 years ago was

1:45

of course necessary um because of so

1:48

many things that have happened. uh the

1:51

process uh was basically completed over

1:56

um

1:58

period of two years and um I think it is

2:02

really very important to acknowledge all

2:04

those people who have uh really played a

2:07

very important role. Um I should start

2:10

with uh Charles our lead technical

2:12

editor perhaps also not least because

2:15

myself I was an author of one of the

2:17

chapters and benefited and saw from

2:21

closeup

2:22

uh the care and attention that went into

2:25

the preparation. the steering committee

2:26

members, many of whom are here with us

2:28

today. Um, all the members of the

2:31

technical and dissemination committees,

2:35

almost 100 drafters and reviewers from

2:38

national statistical offices, academics,

2:41

consulting firms specialize on surveys,

2:44

regional and international organizations

2:47

and the any source. We really need to

2:49

emphasize your role uh for all the

2:51

inputs and the case studies and examples

2:52

that you have provided.

2:55

I would like also to thank my fellow

2:57

co-chairs um Talip from Kilit from the

3:01

World Bank, Baba and Jessa from Yun

3:03

Women um who were the co-chairs of the

3:06

working group when the handbook process

3:08

began of course Selia Mononttoya the

3:11

director of UIS um whom I have kind of

3:14

succeeded in recent months. uh the

3:18

statistics division who has supported

3:20

this work, how and her team uh who have

3:23

been really outstanding in uh steering

3:25

this process through the past two years

3:28

and the the government of China that

3:31

provided financial and technical

3:33

support. Um part of that was channeled

3:36

also for the expert review process as

3:39

the development of the handbook was

3:41

informed by extensive consultations uh

3:44

with many of you and many many more. um

3:47

including uh meetings that were held in

3:49

Shenzhen uh in January 2024 uh in Oslo

3:54

uh in October 24, in Lisbon uh in June

3:57

last year and lastly in Sia. So I think

4:00

we have gathered today not to hear me

4:02

but to listen to all of you that have

4:05

provided terrific inputs into the

4:07

preparation of this handbook. So I'm uh

4:10

handing back the micro and like to thank

4:13

you very much for joining here today to

4:14

celebrate this important moment.

4:19

>> Thank you so much manos. Thank you so

4:21

much to everyone who has been supporting

4:23

this process and it's amazing process.

4:26

It's only two years we were able to

4:28

deliver. Um still remember we first got

4:31

the mandate we were like really are we

4:33

doing it in two years? Okay. So, just a

4:37

few things. Uh colleagues, if you have

4:39

questions, uh there's a Q&A session and

4:42

please type your question there and we

4:44

can either respond to them uh live or

4:47

through um message respon written

4:49

responses and and the session is

4:52

recorded um it will be available at um

4:57

um on you UN stats YouTube. Thank you.

5:01

And link to the session will also be

5:02

shared. So, they will be everything will

5:04

be published online.

5:06

And most importantly the handbook is

5:07

also available online. I'll ask my

5:10

colleague to share the link on the chat.

5:12

Um so today's session we have two parts

5:15

and let's get it started. The first uh

5:17

we invite all the steering committee

5:19

members to give you a little glimpse of

5:21

what's in the handbook. Um and then

5:24

after that they will go into a country

5:25

panel with our NSO colleagues who are

5:29

both working so hard and with a lot of

5:31

work in their offices but also

5:33

contributed so much to this revision

5:34

process and their drafter. They've

5:36

contributed a lot of their experiences

5:38

to to this handbook. Uh so two parts and

5:42

let's get it started uh with the

5:45

presentation. Let me just first

5:47

introduce our panelist uh Charles Laauo

5:51

who is the lead technical editor for

5:53

this handbook and he's the one shop

5:56

really really pushing us encouraging us

5:58

to get to this finish line keep us on

6:01

top of everything and he's also the

6:03

deputy global research director at

6:05

Gallup and Professor Peter Len um from

6:10

um Institute for Social Economic

6:12

Research University of Essex uh Mauricio

6:16

Hey, our dear colleague from In Mexico

6:20

and Silan Bullet who is in charge of the

6:23

new data collection initiative uh at

6:26

stats Canada and Jessa

6:30

um uh who is from your women she was

6:33

also the co-chair when we start this

6:35

process um thank you so much Jessa for

6:37

being here

6:39

uh let's get it started

6:46

So I'll just two slides. First of all,

6:49

what is um Michael J already talked

6:51

about intersector working group. It it's

6:53

been 11 years since when we were

6:55

established by the UN statistical

6:57

commission. These are the four

6:58

objectives and all of them are linked

7:01

the handbooks to all linked to all of

7:04

the four objectives.

7:06

uh coordination of surveys, advanced

7:08

crosscutting survey methodology,

7:10

innovation, enhanced communication

7:12

advocacy and support capacity building.

7:15

We're currently having uh 12

7:17

international organizations as members

7:19

and also our rotating member states the

7:22

secretarias with usd and also the ekalox

7:25

division with us and uh they're

7:27

currently co-chared by the war bank and

7:29

UNESCO and we do work through different

7:31

task forces and uh led by and with

7:35

contribution from member and non-member

7:37

experts. Next slide please.

7:43

So just before we get into the new

7:45

handbook, we had UNSD or UN has a lot of

7:49

handbooks um on surveys in the past and

7:52

started in the 1950s but the most

7:54

prominent one we had was 1984 which is

7:57

comprehensive handbook we had um and

8:00

covers all aspects of this people

8:02

countries are still using them. Uh so we

8:05

started when that book handbook was

8:07

marked 40 years anniversary. Was that 40

8:09

years? Okay. And then uh in March 2024,

8:14

two years ago, we received a mandate

8:15

from the commission to do a new one. And

8:18

in between 1984 and 2024, we did have uh

8:23

quite a number of handbook um series

8:26

covering different aspects of handbook

8:28

the survey uh operations from 1982 all

8:31

the way to 2008.

8:33

And so this revision is guided uh led by

8:37

UN statistics division guided by the

8:39

intersector working group on household

8:40

surveys and we promised commission to

8:43

deliver in two years and we're here.

8:47

Next slide I think hand over to you

8:49

Charles.

8:53

>> Thank you so much Hi. Um and it's a

8:55

pleasure to introduce the handbook

8:57

development and overview uh briefly. Um

9:00

so the purpose of the handbook is

9:02

obviously to update um what is

9:05

everything all the developments that

9:07

have occurred since you know 1984.

9:09

There's obviously an increase in data

9:12

demands uh for national statistical

9:14

offices um advances in survey

9:16

methodology and surveys used to be the

9:19

main or only source uh but now surveys

9:22

are just one of of many tools. Um when

9:25

we started the process of developing the

9:28

handbook we f we wanted to um highlight

9:31

five key aspects. So one is key

9:33

principles of designing implementing

9:37

analyzing and disseminating household

9:39

surveys. So um as a way to provide

9:42

guidance for across time and different

9:45

countries. The handbook also covers

9:47

necessary steps for each survey. So each

9:50

step of the survey cycle. So from the

9:53

very beginning of the inception of an

9:54

idea all the way through to

9:56

dissemination of results. The handbook

9:58

focuses both on theoretical foundations

10:01

right. So understand introducing

10:03

concepts and ideas uh but also practical

10:06

solutions. So the handbook is intended

10:09

to be a very practical userfriendly

10:12

thing that can hopefully help all of us

10:14

do our jobs um as best as we can. The

10:17

handbook covers emerging approaches and

10:19

innovations that NSOs and others have

10:21

been piloting and also highlights some

10:24

really um exceptional national practices

10:27

and case studies that NSOs have been

10:29

engaging in.

10:33

Next slide please.

10:36

The audience for the handbook is you. Uh

10:39

this national statistical offices is a

10:41

primary audience. Although you know

10:43

anyone who's conducting uh survey

10:45

research can benefit from the handbook.

10:48

Um other members of national statistical

10:51

systems, line ministries, NOS's, private

10:53

firms um and others. So it's a broad

10:56

handbook um across countries and types

10:59

of work. Next slide please.

11:04

The handbook has four key features um

11:08

that kind of distinguish it from the

11:10

previous handbook and other survey in

11:12

other handbooks and applications. So one

11:15

is coverage of emerging approaches

11:17

right. So we didn't want to just conduct

11:20

write a handbook about um surveys as

11:23

they are in 200 you know 25 and 26. We

11:27

wanted to highlight um emerging

11:29

approaches methods that are actively

11:31

being explored. So things like AI used

11:34

in translation or uh data processing as

11:38

well as methods that may be tested and

11:41

applied in some countries but not widely

11:43

adopted as a globe. Inclusion is a key

11:46

crosscutting theme and we'll hear later

11:48

from uh Peter on um some more aspects of

11:51

inclusion. Surveys are you know

11:54

increasingly being integrated with other

11:56

data source administrative data um and

11:59

other data sources. So we kind of

12:01

situate surveys as one of many tools and

12:04

the handbook will be updated as a living

12:06

document. So this is a digital first um

12:09

handbook that will keep updating as we

12:12

go to reflect new and emerging practices

12:15

in the field. Next slide.

12:19

So uh process so there was um as how you

12:23

said we completed the this handbook in

12:25

about two years and um it was the only

12:29

way we were successful is by engaging a

12:32

talented dedicated and really diverse

12:35

team um within the handbook as well as

12:38

the consultation processes. So there

12:41

were a series of consultations early on

12:43

early on there were regional

12:44

consultations uh thematic area

12:47

consultations as well as a series of

12:49

technical meetings workshops in China,

12:52

Norway and Portugal.

12:54

Next slide. The handbook has two parts.

12:57

Um part one is you could think of as

13:00

core tasks that apply to any survey that

13:04

are that is conducted. Um, and we'll

13:07

highlight what those core tasks are in a

13:09

in a minute. And then part two though

13:12

focuses on special topics, right? These

13:15

are special topics to make sure surveys

13:17

are inclusive specific subject matter.

13:19

So, um, labor statistics or education,

13:23

for example, population groups, um, so

13:26

for example, mainstreaming gender

13:28

perspective or specific country

13:30

contexts, um, as well. So, small island

13:33

developing states and others for

13:35

example.

13:36

Next slide.

13:38

Governance. Um so this uh the handbook

13:41

followed uh kind of a familiar

13:44

governance strategy with you know chairs

13:46

and co-chairs. Uh we have a steering

13:48

committee. We also developed a technical

13:50

committee a dissemination committee and

13:53

I really wanted to give a lot of um uh

13:56

kudos and credit to the authors. Um so

13:59

we are up here presenting the final

14:01

handbook but this handbook was written

14:03

by the dedication of a huge author team.

14:07

We had lead authors for each chapter as

14:09

well as supporting authors uh to cover

14:11

different disciplines and geographies

14:13

and types of institutions as well. So

14:16

the success of the handbook is due to

14:18

the hardworking um you know history from

14:20

the last two years from a really diverse

14:22

group of of people. Next slide please.

14:30

Uh steering committee members are listed

14:32

here. Um we also have um additional

14:36

technical and dissemination committee

14:38

members and I've served as the technical

14:41

editor. Next slide.

14:47

Handbook structure is shown here. We'll

14:49

get into a little more detail as we go

14:50

forward. Uh for part one there are 11

14:53

chapters starting with the introduction

14:55

overview of the landscape and then it

14:57

starts from the from the very beginning

14:59

from the needs assessment all the way

15:01

through to project management

15:02

questionnaire design sampling frames

15:04

data collection processing waiting

15:06

analysis and dissemination. Then part

15:09

two tackles these special um topics um

15:13

uh which we'll get into. Jessa will uh

15:16

present those later um which are kind of

15:19

crosscutting issues that u for um

15:22

specific um population groups contexts

15:25

and um and and other issues.

15:29

So we'll go to the next slide please

15:35

and I will hand it over to Peter.

15:39

Many thanks, Charles. Um, so I'm Peter

15:41

Lynn from the University of Essics and

15:44

what we're going to do now between us is

15:46

to try to give you an overview of the

15:49

content of the substantive chapters and

15:52

just briefly highlight some of some of

15:54

the main messages. So I'm starting with

15:55

chapter one and this is really a chapter

15:58

where we uh sort of summarize the

16:01

state-of-the-art in survey taking at

16:03

this moment and that provides the

16:05

context to the practical guidance that

16:07

we then provide in in the remaining

16:09

chapters. Um in particular in chapter

16:12

one we discuss a number of crosscutting

16:15

issues. So issues which do not have a

16:18

specific chapter devoted to them but

16:20

actually continually reemerge as

16:23

important themes throughout several

16:24

chapters. And in a moment I'll just show

16:26

you what those nine crosscutting themes

16:28

are. Um in this chapter we also

16:31

introduce various ideas and terminology

16:33

that are then used throughout the

16:35

handbook. So even if you want to just

16:37

dip into the handbook to look at a

16:39

particular chapter like chapter 5 or

16:41

chapter 8 or whatever, you might find

16:43

yourself wanting to read chapter one

16:44

first in order to understand what we're

16:46

talking about in the other chapters. Uh

16:49

next slide please. So the nine um

16:53

specific crosscutting issues that we

16:55

raise in chapter one are listed here. Um

16:59

I'm not going to just read them all out.

17:00

You can read them for yourselves, but

17:02

you can see that these are issues that

17:04

affect the design, the data collection,

17:07

the sampling, the waiting, all the

17:09

various issues that we discuss in the

17:11

chapters um throughout the rest of the

17:14

handbook.

17:15

Now, what I want to do is to just

17:17

highlight um a few of the key issues

17:19

that come up and under those headings.

17:21

So, the first the first key point is to

17:23

do with principles and frameworks, which

17:25

was the first thing on that on that

17:26

bullet list. Um there are a lot of sets

17:31

of principles and frameworks out there

17:33

that can help all of us guide us in our

17:37

in our work in designing and carrying

17:38

out surveys. We highlight three of them

17:40

in this chapter. The first two are

17:43

frameworks that are to do with uh

17:45

production of statistics but are

17:47

relevant to survey statistics just like

17:50

any other kind of statistics and we

17:51

refer to those in in several places. The

17:54

third on the list here, the total survey

17:56

error framework is specific to surveys

17:59

and we draw on that a lot as a tool for

18:02

helping to um make good decisions about

18:05

tradeoffs between different error

18:07

sources. So the main messages that we're

18:09

trying to convey here is that we think

18:12

relevant adult statistical office staff

18:15

should be familiar with these frameworks

18:17

and that they should be used to help

18:19

inform survey related decisions.

18:23

Next slide please. Um the next thing

18:25

that I want to highlight is we do talk

18:28

in this chapter about probability and

18:30

non-robability sampling and we think

18:33

that probability sampling remains a key

18:36

recommendation that wherever possible

18:38

all national statistical work should use

18:40

probability samples. That said, we do

18:44

highlight places where non-robability

18:46

samples can be useful and that's for

18:48

things like cognitive testing,

18:50

pre-esting, exploratory investigations,

18:52

but not for the main uh statistical data

18:55

production. Now, non-probability

18:57

sampling sometimes has to be considered

19:00

for um a a quantitative survey in

19:03

situations where probability sampling is

19:05

really impossible. Um and when that's

19:08

the case um we think that extreme

19:10

caution is needed in communicating the

19:12

findings and we give a little bit of

19:14

guidance about that. Next please. Um the

19:18

next key point is uh about modes of data

19:23

collection. Now there are many ways in

19:26

which survey data can be collected these

19:28

days. In the handbook, we focus

19:29

primarily on face-to-face interviewing

19:32

using either pencil and paper or

19:35

computer assisted modes. Um, that that's

19:38

what we talk about most of the time. We

19:40

also at various points just allude to

19:42

how things might be a bit different if

19:44

you are using a different mode like

19:46

telephone or web or paper

19:48

self-completion because we think those

19:50

can be useful and effective modes in

19:52

some circumstances.

19:54

Increasingly surveys are using mixes of

19:57

modes uh within one survey and we

19:59

discuss a little bit um why that's done

20:02

where it can be advantageous and the

20:05

messages we're trying to convey here are

20:07

that NSOs need to be aware of the

20:10

different modes that are available the

20:12

limitations and advantages of each and

20:15

to critically evaluate the appropriate

20:17

mode for a particular survey rather than

20:18

just always assuming that one should

20:21

carry on doing the same way one always

20:23

has next please. Now, Charles alluded

20:27

already to inclusivity as one of the the

20:30

themes of the book and and this does

20:32

crosscut pretty much all of the

20:34

chapters. In chapter one, we identify

20:37

three dimensions of inclusivity and that

20:39

is inclusive data, inclusive statistics,

20:43

and inclusive data collection. These

20:46

three are all important. They're all

20:48

distinct, but they're also related to

20:50

one another. This handbook is primarily

20:52

about data collection. So, uh we talk

20:55

particularly about the third of these

20:56

three inclusive data collection. But be

20:58

aware of all three dimensions and help

21:01

and use those to help you uh make your

21:04

decisions. Next, please. And as I said,

21:07

so data collection is the focus of of

21:10

the handbook. And here in chapter one,

21:13

we talk about the various components of

21:16

inclusive data collection. Um we are

21:19

concerned with first of all exclusion by

21:22

design meaning that some subgroups of

21:24

the population may be excluded from our

21:26

surveys because of the way we design

21:28

them. The obvious example is a choice of

21:31

sampling frame. We often choose to limit

21:33

national surveys to the household

21:35

population in many circumstances. So

21:37

non-household populations are excluded.

21:40

We discuss that. We discuss why it might

21:43

be important to consider including the

21:44

non-household population and we give

21:47

some guidance and pointers to how that

21:48

might be done in different circumstances

21:51

although of course the circumstances

21:53

will will vary a lot. Um the next step

21:56

having chosen the sampling frame or

21:58

sampling method is sampling frame under

22:00

coverage which is often an issue there

22:03

under coverage often leads to some

22:06

subgroups being excluded to a much

22:08

greater extent than others and it's

22:10

worth assessing that and considering

22:12

whether there are remedies ways of exclu

22:15

including those groups. And then there

22:17

are two more steps. After we've got our

22:19

sample, we then need to get everyone to

22:22

participate to the extent possible. But

22:25

some subgroups disproportionately have

22:27

barriers to the ability to participate

22:29

in our surveys. We can lower those

22:32

barriers by thinking about various

22:33

things we can do to make it easier um

22:36

for various subgroups to take part. And

22:38

again, we give some pointers to the

22:40

things that can be done. And the final

22:42

step is willingness. Even if people are

22:44

able to take part, they need to be

22:45

willing to. And again there are things

22:48

that can be done to try to ensure that

22:50

all different subgroups are well

22:51

motivated are communicated with in ways

22:54

that they understand and so on. So so

22:57

those are really the focus of the points

22:59

that we want to make about making data

23:01

collection inclusive and with that I'll

23:04

hand over.

23:09

>> Thank you Peter and going to be

23:12

discussing mod Rodriguez from Mexico.

23:15

I'm going to be discussing uh two of the

23:18

uh first chapters the chapter two and

23:20

chapter three. There are chapters that

23:22

discuss activities that take place from

23:25

the very beginning and during all the

23:27

process of the survey that are

23:28

fundamental for a successful survey uh

23:32

completion. Next slide please.

23:35

So when when we are asked or we we start

23:40

wondering if we are going to conduct a

23:42

new survey a new survey program or

23:44

project

23:45

we usually ask this question like how do

23:47

we start? So the aim of this chapter 2

23:49

is essentially provide guidelines to uh

23:53

statistical offices or anyone who is

23:55

thinking about conducting a new survey.

23:58

So here we highlight the that we need to

24:00

discuss the needs, the scope, funding,

24:02

assess if we are going to proceed with

24:04

the survey and then think about the the

24:06

next steps. Essentially this stage is

24:09

important because here we start asking

24:11

why are we going to collect information?

24:13

What information needs to be collected

24:15

and how are we going to collect that

24:16

information from at the beginning of the

24:19

inception of the survey. The next slide

24:22

please.

24:24

So here uh we ask who is going to

24:28

collect the survey or who is asking for

24:30

the survey to be to information to be

24:31

collected and what information is the

24:34

one that we need to collect. And here we

24:35

have to stop and think for a moment that

24:38

is not only collect what users want but

24:42

was asking why is this data needed? How

24:45

are we going to fill the gaps in

24:46

information and how are we going to

24:48

approach this data collection? Of

24:50

course, we have several stakeholders

24:52

that we need to discuss uh these topics

24:55

with uh from having international uh

24:58

organizations uh government entities in

25:00

our countries, international and

25:02

regional organizations but also

25:04

academia, general public that uh are

25:07

looking to uh fill their data needs. Uh

25:10

but also we need to understand how are

25:13

we going to engage with the stakeholders

25:15

uh in this new data uh collection uh

25:18

process. Um, next slide please.

25:22

So with that in mind, we need to uh to

25:26

to see and to pay attention to the scalp

25:28

of the uh and the funding of of the new

25:30

uh survey. Essentially understanding how

25:33

are we going to collect this

25:35

information? Can we uh do this the

25:37

length of the survey? Essentially we

25:39

start asking these questions about what

25:41

are the modes that we're going to use

25:43

the questionnaire. Is this going to be a

25:44

lengthy survey? uh the sampling approach

25:47

that we will follow uh all the elements

25:49

that we have to take into account and we

25:52

have to start discussing the funding

25:53

like how are we going to um to organize

25:57

uh this process if we are talking about

25:59

that survey project is going to take

26:01

several uh ways or several years if we

26:04

can um guarantee funding for the next

26:08

stage uh stages but also uh in general

26:12

uh we have uh to start with initial

26:14

assessment initial budget. uh and of

26:17

course this is specific for countries

26:19

organizations but it's important to

26:21

highlight that while this is a higher

26:23

level decision and when we start having

26:25

this conversations we need early

26:27

involvement of technical experts so we

26:30

can start uh having uh this in mind and

26:33

of course we have to highlight when we

26:35

are working with different organizations

26:37

and different uh entities in our

26:39

governments we have to start discussing

26:41

the management and how are we going to

26:43

coordinate between organizations uh to

26:46

uh prevent operational confusion uh

26:49

legal problems that we may find in the

26:51

future and of course discussing about

26:52

the data ownership. Who will have access

26:55

to the data? How are we going to

26:56

preserve the data and how are we going

26:58

to disseminate the data in specific uh

27:01

instances? Um next slide.

27:06

So once we have all these these uh

27:09

things in mind then we have the we have

27:11

to ask ourselves the questions are we

27:12

going to proceed with the survey? Can we

27:15

conduct this survey? So here we have to

27:17

ask different questions. Again going

27:20

back to uh the funding is this going to

27:22

be a sustainable uh project. Do we have

27:25

the capacity? Uh sometimes we have to

27:27

face uh some other projects or we have

27:30

to conduct other projects in the same

27:32

year. If we have a census probably we

27:34

will have many of the resources in our

27:36

our organizations focused on that um uh

27:39

process but also we have the enough uh

27:42

infrastructure in terms of uh human

27:44

resources uh it and all the technology

27:47

that we need to conduct but also we have

27:49

to ask uh is this something that we can

27:51

conduct uh is this this in the in the

27:54

mandate that our institution has can we

27:56

collect this uh this information this

27:58

survey and of course this depends on on

28:00

on a specific organization specific

28:02

countries but we have to start looking

28:04

for uh alternative data sources.

28:06

Sometimes we uh we want to conduct a new

28:09

survey but the information is already

28:11

there. So we have to explore all these

28:13

options and of course uh from a

28:15

technical and operational perspective

28:17

thinking always and keeping in mind the

28:19

response ben for our informants. We will

28:22

have to uh analyze this and come out

28:24

with a decision uh because this will be

28:27

uh a new survey a new process in our uh

28:30

our statistical system that we will have

28:32

to uh incorporate in our processes. Uh

28:35

the next slide and once we have this

28:38

assessment then the usual questions is

28:41

what is next the next steps of course

28:44

then we have to document the request uh

28:46

essentially prepare the business case.

28:48

Here we have to discuss the rational of

28:50

the and the relevance of the project uh

28:53

to highlight the objectives the uh

28:55

overall methodology again going back to

28:57

the governance uh resources that we are

29:00

going to engage in this process and

29:02

basic timeline uh output and how

29:04

sustainable this process is and of

29:07

course uh developing all these elements

29:10

uh keeping in mind as Peter mentioned in

29:12

uh in his presentation keeping in mind

29:14

these frameworks that we followed as as

29:16

the fundamental principles and some

29:18

other uh international law frameworks

29:20

that we have to to follow. So this is

29:22

essentially uh from the beginning uh

29:24

when we want to think about conducting a

29:26

new survey and the next chapter the next

29:29

uh elements that I'm going to discuss or

29:31

share with you is how we conduct the

29:34

survey. So the next slide please.

29:38

The next section is about how we manage

29:41

the survey. So essentially this is after

29:43

initiation after we decided that we are

29:45

going to conduct the survey all the

29:48

elements and all the procedures that we

29:49

have to uh to to put in motion

29:53

essentially to uh to to make sure that

29:56

we are going to achieve the objectives

29:58

in data collection but also guarantee

30:00

quality efficiency and uh and this uh

30:04

all these elements that we that we want

30:06

because we want to um to deliver the

30:09

information within the budget with the

30:11

required quality.

30:12

that uh of course is are fundamental

30:15

elements for our organizations. Now the

30:17

next slide.

30:21

So this chapter is divided in in

30:24

specific session essentially uh from

30:26

definition key functions of survey

30:28

management. Who manages the survey? What

30:30

is a a survey team or managing team? how

30:34

we govern this uh this story but from

30:36

more from the the continuation of the

30:39

project on keeping track of the project

30:41

on making sure that the project uh stays

30:44

within uh the budget within the timeline

30:46

that we have but also uh elements that

30:48

we have to keep in mind before uh

30:50

starting a data collection uh activities

30:53

of course testing and having everything

30:56

in place so we know uh that when we uh

30:59

go to the field go to the development

31:01

all the systems all the questionnaires

31:03

We already have elements in place so we

31:05

can keep track of everything that is

31:07

happening. And of course on one we start

31:09

with the collection and all these stages

31:11

in in the survey. How are we going to

31:13

monitor the uh the project essentially

31:15

controlling the project make making

31:16

adjustments and at the end uh we

31:19

highlight some elements in closing the

31:21

project survey and then leaving

31:22

everything uh for the next uh survey

31:25

project or for the next wave of the same

31:27

program. Uh next slide.

31:34

Uh the next one please. Okay. So uh

31:36

going back to definitions and key

31:38

functions of course here we have uh we

31:41

have to make the distinction between uh

31:43

survey management and so planning.

31:45

Planning in one is one of the stages of

31:48

subway management. So management has to

31:50

do with all the coordination of these

31:52

activities essentially from the uh like

31:56

uh making sure that all stages or all

31:58

processes during the survey are are

32:01

conducted with the quality standards

32:03

that we have from the design

32:05

implementation supervention analysis and

32:08

closing the project. Of course, we have

32:10

to manage resources. We have to keep

32:12

those in mind. But for us is essentially

32:14

to have or keeping the survey well

32:17

organized, being efficient and

32:19

essentially um uh keep uh be being sure

32:23

that every everybody having or engaging

32:26

in specific technical activities uh

32:29

produce the deliverables that that we uh

32:31

that we are expected. So this sovereign

32:34

management is essentially about the

32:36

higher management of the project. So we

32:38

don't go into specific operations but we

32:40

should keep uh those in in mind. So the

32:43

next slide.

32:48

So going back to governance and this was

32:50

discussed before uh from the sovereign

32:53

management perspective of course we we

32:55

have different options for uh governance

32:58

in service. We can have a steering

32:59

committees, we can have technical

33:01

advisory committees or uh community

33:03

committees that are going to provide gu

33:05

uh guidance during the project. The

33:07

these uh bodies uh oversight the project

33:10

and provide uh some uh feedback

33:13

information and again this is uh not

33:15

engaging in specific um roles and

33:17

specific activities but also uh provides

33:20

uh accountability and keep us

33:22

accountable on the things that we are

33:24

doing. Sometimes uh we have to keep in

33:26

mind that if we are conducting a survey

33:28

with a third party essentially we sign

33:30

some agreements all the legal

33:32

requirements have to be met and we have

33:34

to keep uh that that uh in mind. Of

33:36

course role of the survey manager uh

33:39

manager is to keep this governance uh

33:41

varies informed of the um stages of the

33:45

uh how well the survey is is moving. So

33:48

this this varies between organization

33:50

and across organizations but uh

33:52

something that we highlight as these

33:54

governance bodies are engaged in

33:56

different uh in different forms uh in

33:58

all survey processes. Um the next one

34:03

now uh who manages a survey essentially

34:07

here we have uh to make the distinction

34:08

between uh what is the survey team and

34:11

in the survey team we have we have

34:12

experts or subject matter specialists

34:15

that are going to engage in specific

34:17

stages from uh design of questionnaires

34:20

uh uh frame sampling uh and all those

34:24

things that are going to be discussed

34:25

later. And then we have the sovereign

34:27

manager. So again the sovereign manager

34:29

is this person who again serves as a

34:33

link between higher management or

34:35

governance bodies and the technical team

34:38

but also this person or this team can be

34:40

a team of persons have to oversee the

34:42

entire process again from planning to uh

34:46

delivering uh the project and keeping

34:49

things uh in place and making sure that

34:52

uh the survey is is moving uh as

34:56

expected And uh here we we highlight

34:59

that the sovereign manage manager has to

35:02

uh combine these two activities or have

35:05

have the two skills. On the one hand,

35:07

this person should know or or have at

35:10

least uh technical skills to understand

35:12

the stages of the survey but also

35:14

management skills to uh to see the the

35:17

entirety of the project. The next slide.

35:22

Now before data collection of course uh

35:24

here is is important uh it was mentioned

35:26

before from the business case early

35:28

involvement of software manager is

35:31

important because here we we will have a

35:34

smooth transition between the business

35:36

case to the implementation of the

35:38

survey. Here uh we have to uh review the

35:41

business case. We have to uh highlight

35:44

the specific activities or the specific

35:46

uh things that we have to conduct. is

35:48

important to uh come out with a with a

35:51

budget to the schedule uh and keep the

35:54

scope of the survey within uh the

35:56

resources and the uh projects that we

35:59

have uh here is important also from the

36:01

beginning to highlight the quality uh

36:03

framework that we're going to follow and

36:05

during the scheduling to understand the

36:07

dependencies between the stages and uh

36:10

having all the logistics between the

36:12

staff and the involvement uh and the

36:14

controls that we are going to follow uh

36:16

during the process. Um the next slide

36:19

please and then we move to testing. As

36:21

it was mentioned before testing can be

36:23

is usually seen as pre data collection

36:26

but also when we have these long

36:28

projects we have kind of like waves or

36:30

we can have rounds of testing different

36:32

things. But essentially before going

36:35

into the field with a with a survey we

36:37

highlight the relevance of piloting the

36:39

the survey. This of course uh is going

36:42

to help us to un to identify risk to

36:45

ident identify uh areas that we need to

36:48

improve and to essentially be ready uh

36:51

to face uh the different things that

36:52

we're going to face during uh the

36:54

collection period. Uh this is again a

36:56

comprehensive test of all the procedures

36:59

not only the questioner not only the

37:00

device. So how are we going to how are

37:02

we organizing within the organization?

37:04

How are the logistics working? and we

37:07

are communicating between uh areas

37:09

between the technical experts in

37:11

specific uh elements or specific members

37:14

of the survey team. We have to have all

37:16

those uh thing in mind and also to

37:19

develop uh alternatives uh to react when

37:22

we face some uh elements that uh we we

37:25

probably couldn't uh see uh beforehand

37:28

like how are we going to essentially

37:30

developing a contingency plan and be

37:33

ready for uh to keep this survey uh

37:36

going.

37:37

Once we have the testing and the and all

37:39

the elements of course we have to move

37:41

to the implementation and how we're

37:43

going going to monitor uh the process.

37:45

The next slide please.

37:47

So here when we uh essentially are

37:50

conducting the survey are again this is

37:52

not only collecting is all the stations

37:54

in the survey we have to keep track of

37:57

the different elements. uh we have to

37:59

keep track and of course to compare the

38:01

baseline the plan that we had with the

38:04

reality and when we see some some

38:06

differences of course be ready to solve

38:08

issues uh such as staff rotation some

38:12

emergency that might happen and be aware

38:14

again that we have to communicate with

38:16

hire manage manager essentially with the

38:19

governing bodies to receive feedback. uh

38:21

this is um we can have some organization

38:25

or some systems in our organization that

38:27

will help us to monitor the pro the pro

38:29

uh the process or the project and but

38:33

also it's important to at every step

38:35

step we collect information we document

38:38

everything that is happening because

38:40

this is going to be important for future

38:42

surveys and for future uh rounds of the

38:44

survey and of course during all the

38:46

process we have to manage contract

38:48

budget resources uh And essentially uh

38:52

having a plan if we have to hire new uh

38:55

staff to train the staff as we are going

38:58

uh with the survey and essentially all

39:00

the elements that uh we have here and

39:03

something that we have to keep in mind

39:05

is that we have like the relevance of

39:07

having an adaptive and unresponsive

39:08

design when we are conducting a survey.

39:12

And if we move to the next slide then we

39:15

discuss uh what happens when we have to

39:18

grow close a project. Essentially this

39:20

is once we are we are finished with all

39:22

the stages of the survey. We submitted

39:25

the results. We have uh everything

39:27

ready. Uh first of all we have to

39:29

confirm that all outputs were delivered.

39:32

We have to go and check the financial

39:34

the finances of the survey uh to see

39:37

what happened with the budget. But it is

39:39

important to document everything that

39:41

happens. Uh all documentation is

39:43

important because of course this will uh

39:46

provide information for future surveys

39:49

and uh we have to keep in mind that we

39:51

when we document we have to uh document

39:54

not only the processes but also uh to

39:56

make sure that all the data is is

39:58

storage is safe is accessible but not

40:00

only the data but also the metadata the

40:02

paradata that will uh inform uh future

40:05

sub managers or even ourselves if we

40:08

conduct this. Uh again uh of course

40:11

having all the all this proper

40:12

documentation not only improves

40:15

credibility

40:16

but also uh help us to increase the

40:20

trust in the process to reuse the

40:22

information and uh having this uh

40:26

perspective of transparency uh which is

40:28

important for our organization and of

40:30

course to preserve the knowledge uh in

40:32

our institutions. So with that uh I give

40:37

the use the microphone to the next

40:38

person who's going to discuss a specific

40:41

uh chapters. Thank you.

40:45

Thank you Mauricio. So I'm going to uh

40:48

take over and discuss the remaining

40:52

chapters of the first part uh of the

40:55

handbook. Chapters 4 through 10 go

40:59

through each of the big tasks that need

41:01

to be done in order to implement a

41:03

survey individually. Um go through the

41:06

planning process for each of these

41:08

tasks. Goes through the implementation

41:10

process for each of these tasks. Um and

41:13

has a sort of unified view throughout

41:16

that emphasizes the practical examples.

41:19

So things that are important for the

41:21

survey practitioner as well as

41:23

introducing emerging approaches so that

41:27

we can keep um the way things are

41:30

implemented up to date uh and and we're

41:33

going to be updating these chapters a as

41:37

we've got more information on those

41:38

emerging approaches.

41:41

Now for each of these uh I could go on

41:44

and on and on about them but I don't

41:46

need to. There will be series of

41:48

webinars to go through these things. And

41:50

so what I'm going to do is just give a

41:52

brief overview right now, but take it as

41:55

an advertisement for coming back and

41:57

getting more information on the tasks

41:59

that you're more interested in. So the

42:02

first of these is everything to do with

42:03

questionnaires, design, translation,

42:07

bringing them into an instrument to make

42:09

them usable in practice on the field. So

42:13

the whole process is covered here.

42:16

um including what's needed for

42:20

paperbased questionnaires as well as

42:23

what is specific when uh questionnaires

42:27

are built electronically

42:29

uh since those two have specificities

42:31

that need to be addressed. Translation

42:34

is a common theme in many areas and

42:37

something that needs particular

42:38

attention. Uh beyond this there's

42:41

evaluation and testing figuring out

42:44

collection systems all of that is a is

42:48

covered within this chapter. After

42:51

questionnaire design we go on to frames

42:54

and sampling. Next slide please.

43:00

This chapter is sort of a twoin one. The

43:03

first part deals with frames. It deals

43:05

with multiple types of frames. area

43:07

frames, uh, dwelling frames, person

43:09

frames, telephone frames because there's

43:12

a lot of variety in terms of what can be

43:14

used as a frame for a survey of

43:17

households or individuals.

43:20

In that part of the chapter, it focuses

43:22

on the areas that are important for

43:24

ensuring pra ensuring quality when we

43:27

get uh into practice. So, contact

43:29

information, coverage, auxiliary

43:31

information. After that first part,

43:34

there's a second part on sampling. It

43:37

starts by introducing the basic sampling

43:39

designs that serve as building blocks

43:41

but are typically used in combination

43:44

within the complex designs that are used

43:46

for household surveys and for surveys of

43:49

individuals.

43:51

It gets into some of the practical

43:53

details especially those needed during

43:55

planning, figuring out sample sizes,

43:58

sample allocation, etc. Um, and it

44:01

finishes off by talking about

44:03

specialized methods that are used to

44:05

address emerging needs that might not be

44:08

the everyday methods used on most

44:10

surveys, but are useful when particular

44:13

situations come up.

44:16

Next slide, please.

44:19

Going along through the survey process,

44:21

we then get to data collection. The

44:26

focus of the chapter is on uh in-person

44:31

collection given how important that is

44:34

and how many aspects of it need to be

44:36

managed appropriately. But it doesn't

44:39

only look at inperson uh collection the

44:43

introduction of new modes and those

44:45

options uh are also covered in this. And

44:48

then it goes through setting up a team

44:51

training publicity for for the survey uh

44:55

actually implementation including the

44:58

important steps of monitoring collection

45:00

and ensuring quality throughout the

45:02

process. As with the other chapters,

45:05

there are ways of addressing things that

45:09

aren't necessarily everyday problems.

45:11

what happens when uh you're in a time of

45:14

crisis and where are emerging issues

45:16

going to be needed?

45:20

Once we have the data, the process isn't

45:24

over. So, next slide, please.

45:28

We receive a whole bunch of raw data,

45:32

but that raw data needs to be

45:34

transformed to make it available for

45:36

analysis. So chapter 7 covers all of the

45:40

steps of that data transformation except

45:42

for waiting which gets its own chapter

45:44

given the the size of the task that

45:47

that's needed. Um it covers that entire

45:51

process of receiving the data checking

45:53

it uh transforming it through coding

45:56

through imputation through derived

45:57

variables.

45:59

It also covers topics such as the

46:02

metadata uh and data storage and how to

46:05

incorporate AI into these processes uh

46:09

in particular for

46:12

editing for coding for for these sorts

46:14

of tasks.

46:18

Next slide please.

46:23

While doing data processing, the waiting

46:28

is often going to be going on and needs

46:30

to be incorporated into that final data

46:32

set uh that of the processed data. The

46:36

waiting chapter really starts by

46:38

focusing on the principles that we're

46:40

trying to follow while doing waiting and

46:43

then it takes those principles and

46:45

converts them into practical steps for

46:48

things like figuring out your design

46:50

weights, the non-response adjustments,

46:51

calibration along with other adjustments

46:54

that that can be used during waiting. It

46:58

gives uh advice as to diagnostics that

47:01

can be used throughout that process to

47:03

monitor the uh the quality of the

47:06

waiting process and ensure that errors

47:09

aren't introduced inadvertently

47:11

throughout that process. Um and also it

47:14

gets into specialized topics um in for

47:18

instance panel surveys, pulled samples.

47:21

It closes off with uh one of the big

47:23

emerging topics that shows up, the use

47:26

of nonprobability samples. Highlights

47:29

what can be done, how traditional

47:30

methods for probability samples can be

47:33

adjusted, but also the limitations that

47:35

are inherent in doing those sorts of

47:37

things.

47:41

Once the data is weighted, next slide

47:43

please. Once the data is weighted, it is

47:47

ready for analysis.

47:50

The analysis chapter concentrates on how

47:54

to do analysis within the context of a

47:57

complex of complex survey data. So just

48:00

as the previous chapters mentioned not

48:03

just the basics but go through how these

48:06

get combined in practice into designs

48:09

that are complex and how that affects

48:10

the waiting. The chapter 9 also talks

48:13

about how that affects the analysis and

48:15

empas emphasizes the importance of a

48:18

designbased inference framework in which

48:21

we can give not only the point estimate

48:24

but also the uncertainty that surrounds

48:26

it. And so it talks about the the the

48:28

variance for instance and how to measure

48:30

that. talks about descriptive parameters

48:34

um analysis between categorical data

48:36

looking at associations regressions uh

48:40

along with uh how to share that data

48:43

through tables and data visualization.

48:46

Uh it has a particularly delightful

48:49

example going from one end of the

48:51

chapter to the other with code that can

48:54

be followed along to actually show in

48:58

practice some of that data analysis.

49:01

Next slide, please.

49:06

And finally, this part of the chapter

49:10

finishes off by looking at

49:11

dissemination, the principles and

49:14

strategies for effectively communicating

49:17

survey results. Um, plenty of examples

49:20

of user focused products, uh, including

49:24

things that use, uh, up-to-date

49:27

technology. The way in which we share

49:29

data has really expanded uh recently

49:33

especially since 1984 since the last

49:36

handbook. The same could be said for

49:37

most of the chapters but but this one in

49:39

particular the way in which we can share

49:41

that data has changed. Um and and this

49:45

gives advice within the newer context.

49:48

It also talks about how to monitor data

49:50

use to actually maximize its impact and

49:54

adjust during subsequent iterations of

49:56

surveys. uh to to meet needs more

49:59

effectively.

50:01

So that is a brief overview. I am

50:04

certainly sorry that I couldn't give you

50:06

more details out of for for every single

50:08

one of these chapters. But the uh

50:11

interesting bit is that there will be

50:13

more occasions to get into these details

50:15

through through webinars and through

50:17

looking at the handbook.

50:20

Next slide. Please hand it over to Jessa

50:24

for the second part of the handbook.

50:26

Yeah, thank you Silan. So for part two,

50:30

rather than walking through the seven

50:31

chapters one by one, let me focus on

50:34

what part two is really for, what it is

50:38

fundamentally about. Next slide.

50:43

Part two does not introduce a new

50:46

methodology. It does not change the

50:48

survey cycle. So across the very

50:50

different topics in this part labor,

50:53

education, governance, wealth,

50:56

displacement, gender, recurring survey

50:59

design decisions arise. The challenge is

51:02

that standard survey procedures rely on

51:05

certain assumptions and in some context

51:08

those assumptions no longer apply. So

51:11

when that happens, risks follow. So for

51:14

example, when proxy reporting changes,

51:17

what is actually being measured? When

51:19

the sampling frame leaves out part of

51:21

the target population,

51:24

when sensitive modules affect response

51:27

behavior beyond what quality controls

51:29

can fix, and when estimates are

51:32

statistically coherent but not credible

51:35

to users. So in these situations, the

51:38

pro the procedures are not wrong, but

51:41

the assumptions behind them may no

51:42

longer hold. So the message is simple.

51:46

Part two provides guidance on making

51:48

technical decisions when assumptions

51:51

break. It applies the same survey cycle

51:54

but under different and more demanding

51:57

conditions. Next slide.

52:00

Let me show how part two is organized.

52:02

It is structured around recurring survey

52:04

design questions that arise when

52:06

assumptions no longer hold. Are we

52:09

measuring what we intend to measure or

52:11

relying on a weak proxy? Is the sampling

52:15

frame structurally excluding part of the

52:18

population?

52:19

Are adaptations required to prevent

52:22

bias, not just improve implementation?

52:26

Is survey data alone sufficient or

52:29

credible estimates? And will rem and

52:32

will results remain interpretable once

52:34

released. So part two did brings these

52:37

questions forward to the design stage

52:39

before they surface later as coverage

52:42

error um measurement bias structural

52:45

breaks or even credibility concerns.

52:48

Next slide.

52:50

Let me give three brief examples.

52:54

Labor when countries adopt new ICLS

52:57

standards breaks in series are

53:00

unavoidable.

53:01

Part two helps you plan continuity and

53:04

communication before release. Sensitive

53:07

topics in governance or genderbased

53:10

violence modules. Privacy protocols are

53:14

not optional. They are necessary to

53:17

reduce response bias. Displacement. A

53:21

household frame may be statistically

53:23

sound but invalid for camps or mobile

53:26

populations. Part two asks is the frame

53:30

defensible for the population we claim

53:32

to measure. These are operational

53:36

realities. Part two does not prescribe

53:38

one solution. It helps you anticipate

53:41

and manage these constraints. Next

53:44

slide.

53:46

Now let me turn briefly to chapter 15 on

53:49

gender because this is often

53:51

misunderstood.

53:52

Gender here is not a team not a sector.

53:56

It is about measurement across all

53:59

surveys. Who responds, who is selected

54:02

and who is present during during the

54:04

interview all affect data quality and

54:07

response behavior. Sex disagregation

54:10

alone does not correct weaknesses

54:12

introduced earlier in survey design.

54:15

Chapter 15 on gender highlights where

54:18

these matters. Planning. Are we

54:21

measuring individuals or households?

54:24

Design. Are we relying on proxy

54:27

reporting that hides differences within

54:30

the household? Sampling. Who might be

54:33

excluded by default? Data collection. Do

54:36

interview conditions affect responses?

54:40

Analysis. Are we assuming disagregation

54:43

alone fixes earlier weaknesses?

54:46

This is about data quality, not gender

54:49

advocacy alone.

54:52

Next slide. So how can part two be used?

54:55

Let me suggest three practical ways but

54:58

this is not limited to that. During

55:00

survey design, use the relevant chapters

55:03

to guide methodological review and

55:05

adjustment decisions.

55:08

When methodological decisions need to be

55:11

documented or justified, part two sets

55:13

out the rational and precedent for why

55:16

certain adaptations are absolutely

55:19

necessary.

55:21

Third, before releasing results, it

55:23

helps anticipate interpretation

55:25

challenges and address them proactively.

55:29

Part two is designed for targeted use.

55:32

It is there to consult when design

55:34

decisions require careful judgment. Next

55:37

slide. Let me close with this. If part

55:41

one of the handbooks helps us run

55:44

surveys well, part two helps us decide

55:47

when running them well requires doing

55:50

things differently. And for many of the

55:53

measurement challenges countries now

55:55

face, that distinction matters. Thank

55:57

you.

56:01

Thank you so much. Thank you dear

56:03

colleague. Thank you Jessa. Thanks to

56:05

all the colleagues who have presented

56:07

this um the handbook. It's uh a little

56:10

bit over what we had planned for the

56:13

time. Uh without delaying further

56:16

delaying I first invite all colleague or

56:19

the our colleagues joining this seminar

56:22

webinar put your questions on Q&A we'll

56:25

be responding to them or you can also

56:27

put you can put in the chat but Q&A is a

56:30

place to put your questions. Let's move

56:31

to the session. I would like to talk to

56:33

the countries uh invite our panelists

56:37

here

56:40

for a few run have to adapt because I

56:43

don't think we'll have time to do all

56:45

three runs. Um let's get to the question

56:48

for uh the four representatives from our

56:52

national statistic offices here.

56:55

Um so my question first let me first

56:58

introduce let me find my screen

57:02

introduce my the the

57:05

colleagues here

57:08

wait can't find my screen sorry

57:13

uh we have four colleagues here we have

57:15

Pedro

57:17

Pedro are you there

57:19

>> yes

57:21

>> I can't see you so Pedro Silva

57:25

um currently with science and in Brazil

57:29

and he used to work IBG uh at in Brazil

57:32

as well the stats office and um Pedro

57:36

has been instrumental in all work and

57:38

he's also part of steering committee

57:39

member and Gabrielle Faz from ESAT hi

57:43

Gabrielle thank you Gabrielle's from

57:45

ISAT and she also helped with our

57:47

chapter on data collection Alicia from

57:51

Staten Stat Statistical Agency in

57:54

Jamaica hi Hi Alicia,

57:56

are you there? Is that me?

57:58

>> Yes, I am. No, it's not me.

58:00

>> Okay, great. It's like I don't see

58:02

people. Okay. Uh and then lastly, uh Si

58:06

um from stats statistical um statistics

58:10

South Africa.

58:12

So my colleague from China and BS send

58:14

their regret regrets because they are

58:18

>> in the middle of the Chinese New Year.

58:19

Uh so they won't be able to join us. So

58:22

I have a couple of questions. I'll just

58:24

maybe let's do two rounds of questions

58:26

and let's see where then we can fit the

58:28

third round.

58:30

Um for each one of you

58:33

um if if you can u from start from Pedro

58:37

and then Gabrielle, Alicia and Sally we

58:39

can reverse the order afterwards.

58:43

If you can give us one to two concrete

58:46

decision points and you're part of the

58:48

handbook so I assume you know the

58:49

handbook very well. uh in your service

58:52

cycle where the handbook will change

58:55

what you do.

58:57

Is it about sampling or think about the

59:00

design choices and inclusivity

59:03

um or data integration you know making

59:06

surveys more interoperable

59:08

um one to two things you think most

59:11

likely you will change how you approach

59:12

your own surveys.

59:15

start with and and colleagues for the

59:19

the opportunity and to participate in

59:21

the production of this fantastic um work

59:25

uh you have done. Um I think the two

59:29

places where I I would see the handbook

59:32

being more helpful uh regard the survey

59:35

initiation and management. These are

59:38

areas where very little scarce

59:41

literature is available for us to refer

59:44

to and having these presented by the

59:47

handbook will enable leadership and high

59:51

level managers in the NSOS to have um

59:56

better guidance and a reference point

59:58

where they can you know see um um even

60:02

with examples from other countries where

60:05

there might be room for improving their

60:07

own practice. this and I see a very

60:11

important um a second level of um um

60:15

support being provided in the terms of

60:18

the technical aspects of the survey

60:21

design and implementation

60:23

uh especially uh in light of the newer

60:27

demands that are being placed on NSOS uh

60:30

challenges faced to handle new topics

60:34

more disagregated data all of these are

60:37

emerging topics where these technical uh

60:40

um um framing of how the processes

60:45

should be conducted and a very vast

60:48

wealth of references there available for

60:50

colleagues to learn more and perhaps

60:53

adapt in their own surveys. Thank you.

60:56

>> Thank you so much Pedro. Um

60:59

let's move to Gabrielle.

61:01

>> Yes, thank you. Uh I totally agree with

61:04

Pedro. I think that the survey

61:06

initiation and management and also the

61:09

closure of the survey are part that need

61:12

to be um

61:15

very well considered and there is no so

61:18

much literature about it. Um I think

61:20

that the handbook provide provides a

61:24

concrete guidance for recurring problems

61:26

that all statistical offices face today.

61:29

shrinking budgets, difficulty of

61:32

recruiting and retaining professional

61:34

interviewers,

61:35

how to address declining response rates

61:37

and in each chapters there there are

61:40

some suggestions experiences from other

61:44

NSOS involved that on the ground

61:47

experience that emerged from our

61:49

consultation that can be very helpful

61:51

very

61:54

yes very helpful. So um it has the

61:58

ability I think to provide a shared

62:00

framework from a series of crucial

62:04

strate strategic choices. For example,

62:07

in the design, the end book can guides

62:11

uh can guide all DNS that are in the

62:14

strategic transition from paperbased to

62:17

digital or from method based on

62:21

interviewer to web self administrative

62:23

method and uh in the questionaire design

62:27

part it promotes the use of cognitive

62:29

models and systematic testing. I think

62:32

that the approach based on the

62:35

respondent centered design can reflect a

62:39

modern participant focused new design

62:43

and can be very helpful too

62:46

and

62:48

uh the inclusivity part also uh design

62:52

book goes beyond technique and it

62:56

positions inclusivity as a central and

62:58

nonoptional principle of sardde design.

63:02

So it challenges us to go beyond the

63:05

easyto-reach population and to develop

63:08

concrete strategies to include other

63:11

groups, homeless, migrant workers,

63:14

workers, people living in institution,

63:17

etc.

63:18

As I said, it offers practical solution,

63:23

for example, in innovative sampling

63:25

techniques to reach out uh these hidden

63:29

populations.

63:31

Um how to break down language barriers

63:34

through rigorous translation, how to

63:37

design questions that are accessible to

63:39

those with low lit literacy level. So I

63:43

think that in all this aspect and also

63:46

in the interoperability by design part

63:50

it can be very helpful for each uh

63:53

national statistical office. Thank you.

63:56

>> Thank you so much uh Gabrielle for

63:58

offering all this. Um now let me go to

64:01

Lysa. Lisa um you've heard both

64:04

Gabriella and Pedro talk about chapter 2

64:07

and three. You're the one who proposed

64:09

it.

64:11

you want to come in on that and with

64:14

your own points of course.

64:16

>> Thank you very much. Um so for me

64:19

chapter 2 and three I'm very happy that

64:21

we are here in the handbook where

64:24

they're finished and they are part of

64:25

the handbook. We know at least for those

64:28

of us who are co-authors that these were

64:30

not the easiest chapters to write but

64:31

they are so important because it gives

64:34

us as NSOs the framework to make the

64:37

decision on whether and how to proceed

64:39

with um new survey and data collection

64:41

initiatives as well. It provides

64:43

guidance on a on an area where the

64:46

literature is very sparse in terms of

64:47

management and and estab and how we set

64:50

up the governance framework for our

64:51

surveys. Um for me when I look at the

64:54

handbook holistically it it's it is a

64:57

wonderful tool that will serve as part

65:00

of our onboarding process for new survey

65:02

managers and methodologists because it

65:04

so clearly outlines and in a very

65:06

succinct way the surveying process and

65:09

the various components of the survey

65:12

albeit an adapted version of the GSBPM

65:15

but it gives us that sort of ground um

65:18

foundation that we can build our

65:20

internal policies and practices around

65:24

and for me that is very very useful for

65:28

for for me as an NSO. Um specifically

65:30

though um the two areas that I um I

65:34

think will be most impactful and I agree

65:36

with Sully and Gabriella chapters two

65:39

and three survey initiation and survey

65:41

management. Um but as well the guidance

65:46

on questionnaire design and development

65:48

ensuring that we understand and we think

65:50

about how to make our survey data more

65:52

interoperable at the start but also very

65:56

importantly how we optimize our surveys.

66:00

Um as you know the response rate is

66:02

constantly declining and therefore we

66:04

have to also make sure that at the start

66:07

of our surveys when we're designing and

66:08

developing that we consider these very

66:11

important factors to improve the quality

66:13

of the data overall. So those are my two

66:16

areas. Thank you.

66:18

>> Thank you Alicia. Um Sally

66:22

>> yes thank you so much and thank you

66:24

colleagues. I agree with the previous

66:27

speakers. I think from my side maybe

66:29

just to add um two things. One I think

66:32

the handbook help us in terms of

66:34

harmonizing the survey program. So if

66:36

you are running surveys and you're

66:38

utilizing the handbook I think it will

66:39

able to assist in terms of harmonizing

66:41

and not only within the household

66:44

program but even across especially in

66:46

the continent uh from Africa

66:48

perspective. The second aspect which I

66:50

think the handbook is actually quite

66:53

useful in terms of helping us to

66:55

integrate other data sources for example

66:58

administrative data source and also

67:00

geospatial data source. I think this is

67:03

also quite key especially now with what

67:06

has already mentioned in terms of the

67:08

resource constraint and also the

67:10

response rate that are dropping. It's

67:12

it's going to be a key tool or a

67:15

handbook will help us to see how we can

67:17

integrate these sources as we are doing

67:20

our production in terms of our survey.

67:22

Thank you.

67:24

>> Thank you so much. Um

67:26

we've heard quite a bit. Thank you for

67:29

um the first round of responses from all

67:32

of you and great resource book and help

67:36

survey optimizing your survey and

67:39

training guide. We learned a lot from

67:41

other countries training guide thanks to

67:43

salon and other colleagues sharing their

67:45

guide in their offices um for on

67:47

boarding new colleagues um and data

67:50

integration making our service more

67:52

interoperable with other sources and of

67:55

course this first two chapters and then

67:57

other sources and we have so much to

68:01

offer in the handbook and thank you

68:03

let's go into the second round of

68:05

question

68:07

um so I'm going to put the two rounds a

68:10

bit together in a sense. So now we have

68:13

the handbook the draft we'll keep it

68:15

live we'll keep updating we're bringing

68:16

more case studies and country examples

68:18

in

68:20

what are the things that from your side

68:23

and also from your side for your and

68:24

your office side and also what's your

68:27

expectation how can we help you concrete

68:30

steps from an intersector working group

68:32

to help you getting the book use the

68:35

book um making sure that book is not

68:38

just a book sitting on the shelf will be

68:41

used in your office.

68:47

>> Shall I go first?

68:48

>> Yes, please.

68:50

>> Well, I think uh the handbook would be

68:54

an excellent platform especially when it

68:57

becomes available as a live document

68:59

online to support country um capacity

69:04

building and training programs. my own

69:07

country in Brazil uh we have something

69:10

called the National School of

69:11

Statistical Science that over 25 years

69:15

ago it's 27 28 now started a graduate

69:19

program to educate staff on doing the

69:22

business of the agency

69:25

surveys but surveys are an integral part

69:28

and for example this program has modules

69:31

on various of the uh topics that are

69:34

chapters in this handbook I Don't say

69:37

this is the solution for any other

69:40

country. Each country will have their

69:42

different needs and priorities. But

69:45

educating staff at large in an uh survey

69:48

or a national stats office on the topics

69:51

that this handbook covers will be an

69:54

essential component of moving it

69:56

forward. So I I believe it provides a

70:00

foundation upon which countries can

70:03

organize and develop continuous

70:06

professional education or even more

70:08

formal educational programs to support

70:11

their staff in adopting and having this

70:14

modern view of the survey taking

70:15

business that is core to uh NSOS around

70:19

the world. Thank you.

70:22

>> Thank you so much Petra. So you

70:23

mentioned about keeping this a live

70:24

document online. So do we need to

70:27

connect with your uh IBG office and the

70:30

the the training institute and say hey

70:33

how how can we support you

70:35

>> in turning this book into a training and

70:38

guidance or training materials.

70:40

>> If I was still a teacher there I would

70:42

be recommending reading the chapters in

70:45

each of the courses I I was taking and

70:47

teaching

70:49

>> something data analysis data processing

70:52

and all that.

70:54

>> Well definitely reach out. Thank you.

70:56

Um, next to um, Gabriella.

71:01

>> Yes, thanks. Um in Europe we have the

71:04

European statistical training program by

71:07

Euroat and a very concrete way to

71:10

achieve uh the

71:14

the

71:15

uh sponsorship of the handbook can be to

71:19

integrate the handbook's key topic into

71:22

the ESTP program because the STP mission

71:25

is to provide European statisticians

71:28

statisticians with the training to meet

71:32

the challenges of comparable statistics

71:34

at an international level. So I think it

71:38

will be the perfect place. So uh

71:41

offering courses on specific aspect

71:44

covered in the end book can be a key

71:47

such as um I don't know advanced

71:49

sampling techniques, modern questioner

71:51

design, data integration methods in STP

71:55

programs. There are already some of

71:57

these courses and I think that the end

72:00

book can be one of the reference.

72:03

The link references and resources may

72:07

may be very helpful too. The the end

72:09

book is full of external sources of you

72:13

know experience or material and uh to

72:16

keep the handbook alive. I think that

72:21

these references and resources should be

72:24

highlighted and uh integrated day by day

72:28

and uh maybe um a partnership with the

72:33

Euroat or other international bodies and

72:37

national entities can be created

72:40

organized workshop online forums

72:42

tutoring maybe for NSOS that want to

72:46

apply some of the

72:50

guidance that are in the end book or

72:53

maybe try a pilot testing uh

72:58

with using some of the emerging

73:00

technologies

73:02

um cited uh into the handbook can be can

73:06

be helpful to have all these material

73:09

and resources ready for NSOS.

73:13

>> Perfect. Thank you so much Gabriella.

73:15

open the door for us to work with the

73:17

countries in uh European Europe.

73:21

Um Lysa,

73:24

>> thank you. Howie, so I agree with both

73:26

Gabriella and Pedro about training and

73:29

partnering with regional and national

73:31

institutions. um particularly for us in

73:34

the Caribbean region um the availability

73:38

of training on survey methods is not

73:40

something that's readily available in

73:42

terms of a practical hands-on um

73:44

training material. We do however have um

73:47

electronic and e-learning learning

73:50

platforms. I know there is the knowledge

73:52

transfer network out of Ethra and

73:53

there's the eister platform um out of

73:56

CARACOM. However, what I think would be

74:00

very useful from the steering committee

74:02

and the inter secretariat working groups

74:04

perspective is packaging the training

74:06

material um essentially to

74:10

facilitate a sort of training of

74:11

trainers where we can then engage with

74:14

South Corporation. We can then um take

74:17

the material and adapt it to our

74:19

respective circumstances and then we can

74:21

deploy it more widely. Um I think that

74:23

would be quite useful and that will also

74:25

allow for some consistency. So for

74:27

example, if we have um standard guidance

74:30

notes for the instructors and standard

74:33

standardizing or giving examples of

74:34

assessments and exercises that we can

74:38

have um the our our teammates engage in

74:42

um as part of the workshops that we

74:44

would be organizing locally. That would

74:45

be quite useful as well. It would be

74:48

very useful and resource of course

74:50

permitting

74:51

um to execute whether regionally or

74:54

nationally some hands-on training

74:56

workshops some topic specific hands-on

74:59

training workshops um as you know last

75:02

year we piloted the questionnaire

75:04

workshop um in Jamaica and we did it

75:07

with some of our caracub colleagues and

75:09

we found that was very useful and it was

75:11

based on the chapter in the handbook um

75:14

on questionnaire design and development.

75:16

So these sorts of hands-on workshops

75:18

where persons are getting engaged and

75:20

engaged in the actual process I think

75:22

will be most effective in helping us to

75:25

implement them within our NSOS.

75:28

>> Thank you so much Fisha. So uh work with

75:31

our partners. Thank you for highlighting

75:33

the question chapter. I heard it went

75:35

very well. Um and also adapt the

75:38

materials into training materials that

75:40

we can use and train our trainers. Um

75:43

now uh Sally

75:46

>> thank you. I think to keep the handbook

75:49

alive firstly I think as the at the

75:51

institutional requirements

75:54

we really need to have a strong

75:55

leadership and ownership. I think that

75:57

will be key in terms of making sure that

75:59

there's some implementation regarding

76:01

the handbook. I think the second point

76:03

is the political and legal support

76:05

because in the handbook we are speaking

76:07

about the administrative data and we

76:09

really need to see if there's some

76:11

police and legal support regarding that

76:13

particular aspect and the operational uh

76:16

aspect where we are now need to become

76:18

practical because we have to have some

76:20

practical implementation tools and I

76:22

think the team and the colleagues there

76:24

already have mentioned that capacity

76:25

building will be key. I think the third

76:28

one which I think is something that we

76:29

need to think about is the issue around

76:31

the change management mechanism. What

76:33

are some of the change management

76:34

mechanism within the institutions as we

76:37

are going through some phases in terms

76:39

of implementing the way we want to see a

76:43

new way of doing surveys in our NSOS. I

76:47

think at the working group level my

76:52

recommendation will be we need to

76:53

develop a phased implementation road

76:56

map. So this road map will give us a

76:58

sense in terms of how best we can

77:00

actually support the NSO as we're trying

77:03

to operationalize the handbook. And I

77:05

think the third one which is the last

77:06

one from our side at the regional and

77:08

the and the at the continental level I

77:11

think we could actually work with the AU

77:13

where with the institution of statistics

77:15

in terms of trying to come up with some

77:17

capacity building and also utilizing the

77:19

tools that we can able to assist the NSO

77:21

especially in the African continent.

77:23

Thank you.

77:25

Thank you so much. So uh working with AU

77:28

and our colleagues in the in in the

77:30

African region. Uh thank you for

77:33

proposed phased implementation map um

77:36

for the handbook. It um

77:40

strong leadership and political wise any

77:45

is referring to your own office right?

77:50

>> Yes indeed

77:51

>> political. Yes indeed because without

77:54

the support at the management level the

77:57

handbook will be just be a book that

77:59

they are not necessarily able to

78:01

operationalize it because it will

78:03

require some changes and hence I'm

78:04

referring to change management within

78:06

the NSO and again within the continent

78:09

again thank you

78:10

>> thank you thank you so much um now I

78:14

think I'm we are at 10 minutes before we

78:16

close the event let me open the floor

78:22

to questions.

78:27

Anyone you would like to comment or any

78:30

put in the Q&A

78:49

There is an online question. Hi.

78:51

>> Yes. So Josh uh reading through the

78:54

case. So you're uh the Q&A in the chat.

78:59

>> Yeah.

78:59

>> The chat. Yes.

79:00

>> Yes. Uh for the panel, did you encounter

79:02

Okay. Reading through the case studies,

79:04

I was struck by how different nations

79:07

are solving similar problems in unique

79:09

ways. for the panel. Did you encounter a

79:12

methodology from a pure nation that

79:14

changed your perspective on a common

79:16

challenge? I would like to I would love

79:19

to hear which specific use case inspired

79:21

you enough that you want to try in your

79:23

home organization.

79:30

I could I could go first.

79:33

>> Sure. So, and again I'm going back to

79:35

chapter 2. Um when I started going

79:39

through some of the examples in terms of

79:41

how the how NSOS are deciding whether or

79:45

not to proceed with a survey and the

79:47

mechanisms that they have in place, it

79:49

gave me a lot of ideas. Um generally I

79:53

thought we had a lot of good practices

79:55

already established and and mechanisms

79:57

already existing. But when I started

79:59

going through um the examples that I'm

80:02

seeing especially from some of our more

80:04

developed countries it gave me a lot of

80:06

ideas um some setting up of some user

80:09

councils and more engagement in terms of

80:11

how we are deciding what to include when

80:14

to include how to proceed and making

80:17

that decision around how and when to

80:19

initiate our surveys. So there are a lot

80:22

of material.

80:25

>> Thank you Lisha.

80:28

other colleagues.

80:33

>> I'm no longer a member of an NSO, but

80:37

I'll tell you uh reading the

80:38

dissemination chapter and the examples

80:42

given there gave me also several ideas

80:45

for how things might change in my own

80:47

former organization. the way we

80:50

disseminate and preserve data is not the

80:53

best way given current other practices

80:57

that I've seen elsewhere. So I would

80:59

love the IBG to move forward some of

81:02

their dissemination approaches in light

81:04

of what I have seen but I cannot speak

81:06

for them. I'm no longer there. I'm

81:08

retired. So

81:11

>> thank you Pyra.

81:13

>> Uh I can add another example. Yeah. Can

81:17

I?

81:18

>> Yes. Um the for the communication part,

81:22

the advanced letter sent by Portugal I

81:25

think uh can be very inspirational for

81:31

um

81:32

give prepares more engaging

81:35

communication with the respondents

81:37

trying to uh convince them to

81:40

participate to take part to the survey

81:43

to respond to our questionnaire. And so

81:46

that is an example that we are trying to

81:48

implement.

81:51

>> Thank you Gabriella. Um I'm also the

81:54

question is open to colleagues like for

81:56

example Mauricio I'm looking at you Sila

81:59

you're also from NSO. Um

82:03

please feel free to comment.

82:06

>> Yeah. Uh can I comment on

82:08

>> Yes, please.

82:09

not only as as following the the entire

82:12

uh handbook but also as an author of one

82:14

of the chapters and and

82:17

uh for instance in so management uh

82:20

because as as it was mentioned there's

82:22

not much literature on on the topic and

82:26

more than than essentially having

82:28

conversations with different colleagues

82:30

from different organizations. It is

82:32

really interesting how different sizes

82:35

of organizations uh have to well of

82:38

course we all face the same challenges

82:40

but we have to come up with different

82:42

approaches to solve those challenges and

82:44

again uh uh there are like a small

82:46

organizations that probably have

82:48

specialists across all the process

82:50

organizations that have have highly

82:52

specialized teams for specific stages

82:55

and and some organizations have uh they

82:58

split by like theatic areas not only by

83:01

stages of the production. So, it's

83:03

really interesting to see all the

83:04

diversity of approaches uh that we have

83:07

and and I'm pretty sure that we can all

83:10

uh learn from each other uh in the

83:11

future webinars and and meet that we

83:14

will have.

83:16

>> Thank you. Thank you, Mara.

83:24

>> Um I see that we're four minutes before

83:28

we should be closing. I did see a

83:30

question uh William when they are much

83:34

small areas and the household surveys

83:37

doesn't take into account are we talking

83:40

about the coverage um

83:44

of the surveys maybe

83:47

I'll see who would like to come in to

83:49

talk about that

83:51

>> I I can say a word

83:53

>> yes please

83:54

>> no survey planning will ever be capable

83:58

capable of providing for all the

84:02

unforeseen demands. All services are

84:05

planned to meet some target objectives

84:07

in terms of disagregation.

84:09

But there are always new emerging needs

84:12

that people when when they see the data,

84:15

oh I would like to disagregate this by

84:17

and then the questions appear. So this

84:21

is not covered in the handbook. Uh it

84:24

may become a chapter later on. But

84:26

there's a wealth of literature on

84:29

modeling approaches and data integration

84:32

approaches that enable service to be

84:35

useful for some small area applications.

84:38

There's a wealth of literature including

84:41

um um uh live uh material provided on a

84:45

wiki site that the inter secretariat

84:48

group sponsored on training for small

84:50

air estimation. So I encourage you

84:53

William and colleagues to look for these

84:56

materials and for many applications they

84:59

might help you solve or address the the

85:01

demand that you have. In some other

85:04

cases unfortunately you'll have to make

85:07

a business case for a new survey that

85:09

actually delivers to your target um uh

85:12

domains. Unfortunately,

85:15

no survey can anticipate all uh demands

85:18

for disagregation

85:20

um that may come up sometimes later.

85:25

>> Thank you. I'll just invite one one um

85:28

colleague to respond in one minute the

85:32

question about AI. I know it's going to

85:34

come out. How can countries benefit from

85:37

AI in service without allowing

85:39

automation to silently redefine what

85:42

data quality means? It's a great

85:44

question.

85:49

>> Anybody volunteer?

85:54

>> I don't think we have time to go in

85:55

detail here, but I'll say that the

85:56

handbook addresses this question. So

85:59

throughout the um the chapters on

86:02

questionnaire design, data processing,

86:04

data quality control, using machine

86:06

learning to identify outliers and

86:08

suspicious cases all the way through

86:11

through to dissemination. So there's

86:13

lots to look at in the handbook and we

86:14

look forward to hearing more country

86:16

case studies and examples on that. So

86:18

great question.

86:20

>> I'm I'm just going to add one sentence.

86:23

These kinds of challenges are the reason

86:25

for which the handbook starts with uh a

86:29

focus on the frameworks that can help

86:32

you figure out uh what you need to focus

86:35

on in terms of quality. So as new

86:37

technologies emerge, those same

86:39

fundamentals are there to guide you. A

86:43

and that's why that's the starting point

86:45

in chapter 1, the very first section is

86:48

talking about these frameworks that can

86:50

guide us through new and interesting

86:53

challenges. Um but but also through sort

86:57

of the the everyday discussions that we

86:59

need as well.

87:01

>> Thank you. Thank you both Charles and

87:03

San. Now uh let me turn the floor to my

87:08

co-chair Talip

87:10

who will

87:12

give us um a closing remarks and and on

87:15

the next steps.

87:19

Hi Talib.

87:31

If you're speaking, you're on mute.

87:34

Actually, your microphone is mute is on

87:36

mute.

87:50

Sorry, just a second. Let me see who is

87:54

Hey, are you there?

87:58

Yes. Now your max on. Do you want to

88:01

come in?

88:19

We Yes, we cannot hear you. Sorry.

88:24

Uhhuh.

88:31

Try again.

88:48

>> Can you hear me now?

88:49

>> Yes. Perfect.

88:51

>> Okay. Excellent. Okay. Sorry. Sorry

88:53

about that. I'm not I'm not sure what's

88:54

what's happening, but

89:00

okay. Uh so I'm going to uh I'm going to

89:03

try my best uh to to come after an

89:05

illustrious set of presenters for the

89:07

past 90 minutes uh and and to tell you

89:09

something different about the handbook

89:11

that that you have not you've not heard

89:13

before. So I'm one of the co-chairs for

89:15

the intersectary working group on

89:16

household surveys and I manage the

89:18

survey unit uh at the at the World Bank.

89:21

So thanks once again to the presenters

89:22

for uh taking us through the uh the

89:25

structure and the substance of the new

89:26

handbook. I think the the handbook that

89:28

you've heard about today uh is really

89:30

the product of this deliberate

89:32

collaboration that brought together

89:33

NSOS, international agencies, academia

89:36

and and then practitioners uh towards

89:38

one shared goal uh which was to make

89:41

surveys of household individuals fit for

89:44

today's realities and I think tomorrow's

89:45

demands. So when we when the work on

89:48

this handbook commenced uh it became I

89:50

think very clear early on that we had to

89:52

confront uh the changing survey

89:55

landscape. So uh obviously we're facing

89:57

cascading crises, new data sources,

89:59

evolving methods uh and and really an

90:02

imperative to better reflect

90:04

marginalized populations in in how we

90:06

design and implement uh surveys and I

90:08

think this objective overall guided the

90:10

work over the past uh two years. So what

90:13

are the unique contributions of this

90:15

handbook? I think after you know all

90:17

you've heard um uh today. So I think

90:19

from the vantage point of the

90:21

intersegregated working group on

90:22

household surveys the the handbook does

90:24

three things that matter quite uh

90:27

consequentially for the next decade of

90:29

official statistics. So the first uh the

90:33

the handbook reenters the discussion on

90:35

quality and credibility of of surveys uh

90:38

in a much more complex data ecosystem

90:41

than 40 years ago when the first edition

90:43

was created. Uh so in this uh we we

90:48

treat surveys not as standalone

90:49

exercises but as part of a broader

90:51

system emphasizing integration and and

90:53

really the practical steps uh needed to

90:56

produce high quality survey data. Second

91:00

the uh handbook as you've heard uh from

91:02

many presenters advocates for

91:04

inclusivity as a design requirement not

91:07

an afterthought. So uh so that who's

91:09

heard uh as part of our surveys keeps

91:12

pace with uh with is with with what is

91:15

measured. Um and third uh the handbook

91:18

is meant to be a living global public

91:19

good. So my invitation for all of the

91:22

official statisticians and and survey

91:24

practitioners uh attending today's call

91:26

and that will be following uh the series

91:28

of webinars over the next few months is

91:30

very simple. uh you use this uh teach

91:34

with it or pilot it, stress test it in

91:36

in real operational constraints and uh

91:39

and then help us improve it. And I think

91:41

the draft explicitly calls for feedback

91:43

and continued consultation. And this is

91:45

a space that uh will will continue to uh

91:49

push for uh to make sure that um the

91:52

applications of the handbook can help uh

91:54

with its uh continued improvement. uh

91:57

and if we do that together the I think

91:59

the handbook will not just uh describe

92:01

best practices uh or just live as a book

92:04

on a shelf or you know hard drives but I

92:07

think steadily promote the adoption and

92:09

the use of these best practices. So

92:10

thank you again to all of the authors,

92:12

to the reviewers, to the partners, the

92:14

thank you know just uh a number of

92:17

contributors that I think Charles also

92:19

has taken us through at the very

92:20

beginning and and really uh for everyone

92:23

being here to to carry this uh into

92:25

adoption and and real world

92:27

applications. So thanks again and back

92:29

to you Howie.

92:31

>> Thank you so much Alip. Um um now thank

92:36

you everybody. Thanks to all the

92:37

audience. Thank you for participating in

92:39

this 1 hour and a half 1 hour and 35

92:41

minutes present webinar. Um so this

92:46

draft handbook is submitted has been

92:48

submitted to the final draft to the

92:50

commission for adoption. So if your

92:53

countries are coming to the commission,

92:55

please uh raise your hand and support

92:57

this in Denver during the commission. So

93:00

it's under agenda item 3K.

93:02

Uh most likely it'll be out Wednesday

93:04

the four the 3rd of no the 4th of March.

93:09

Um

93:10

and we invite you to follow us

93:12

continuously and our work. If you're

93:14

interested in supporting our work

93:17

financially technically please reach out

93:19

to us. Um like to thank my colleagues

93:23

who have been putting so much work in

93:25

the past two years. Um

93:28

let's continue.

93:31

Thank you. Thank you.

93:32

>> Thank you.

93:35

>> Thanks everyone. See you later.

93:37

>> Thanks everyone.

93:38

>> Thank you. Thanks everyone.

Interactive Summary

This video discusses the launch of the new UN Handbook on Household Surveys, a comprehensive revision of a guide last updated over 40 years ago. The handbook aims to provide guidance for designing, implementing, analyzing, and disseminating household surveys, incorporating innovative approaches and addressing emerging challenges. It emphasizes inclusivity, integration with other data sources, and serves as a practical, user-friendly resource for national statistical offices and other survey practitioners. The development process involved extensive collaboration among international agencies, member states, academics, and experts, culminating in a digital-first handbook designed to be a living document. The presentation highlights the handbook's structure, key features, and the practical application of its guidance through various chapters and special topics, with a focus on adapting survey methodologies to current realities and future demands.

Suggested questions

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