Introducing the New Handbook of Surveys on Households and Individuals Foundations and Emerging App..
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Good morning, good afternoon, good
evening. Um, colleagues and partners
from all over the world. Um, serving as
co-chair on behalf of UNESCO of the
inter secretariat working group on
household surveys. I'm delighted to
welcome you to this event marking the
launch of uh the
UN handbook on household surveys. an
initiative that has been led by uh the
UN statistics division with guidance
from the inter secretariat working group
on household survey is a group that was
established in 2015 by the UN
statistical commission to enhance survey
coordination to promote innovative
approaches and to advocate for the
critical role of household surveys. The
group is composed of 11 international
agencies and 10 member states and is
currently co-chared by UNESCO and the
world bank and its secretary is at the
UN statistics division.
Since its establishment, the working
group has undertaken many initiatives to
advance survey methodologies.
Um, but uh perhaps now the most
important is the one that we're marking
today u the guidance uh to countries uh
moving ahead which builds on a paper
that was endorsed by the US statistical
commission in 2022. The paper entitled
positioning household surveys for the
next decade.
the the revision of the UN handbook um
which as you may know uh replaces the
one that was uh
completed uh more than 40 years ago was
of course necessary um because of so
many things that have happened. uh the
process uh was basically completed over
um
period of two years and um I think it is
really very important to acknowledge all
those people who have uh really played a
very important role. Um I should start
with uh Charles our lead technical
editor perhaps also not least because
myself I was an author of one of the
chapters and benefited and saw from
closeup
uh the care and attention that went into
the preparation. the steering committee
members, many of whom are here with us
today. Um, all the members of the
technical and dissemination committees,
almost 100 drafters and reviewers from
national statistical offices, academics,
consulting firms specialize on surveys,
regional and international organizations
and the any source. We really need to
emphasize your role uh for all the
inputs and the case studies and examples
that you have provided.
I would like also to thank my fellow
co-chairs um Talip from Kilit from the
World Bank, Baba and Jessa from Yun
Women um who were the co-chairs of the
working group when the handbook process
began of course Selia Mononttoya the
director of UIS um whom I have kind of
succeeded in recent months. uh the
statistics division who has supported
this work, how and her team uh who have
been really outstanding in uh steering
this process through the past two years
and the the government of China that
provided financial and technical
support. Um part of that was channeled
also for the expert review process as
the development of the handbook was
informed by extensive consultations uh
with many of you and many many more. um
including uh meetings that were held in
Shenzhen uh in January 2024 uh in Oslo
uh in October 24, in Lisbon uh in June
last year and lastly in Sia. So I think
we have gathered today not to hear me
but to listen to all of you that have
provided terrific inputs into the
preparation of this handbook. So I'm uh
handing back the micro and like to thank
you very much for joining here today to
celebrate this important moment.
>> Thank you so much manos. Thank you so
much to everyone who has been supporting
this process and it's amazing process.
It's only two years we were able to
deliver. Um still remember we first got
the mandate we were like really are we
doing it in two years? Okay. So, just a
few things. Uh colleagues, if you have
questions, uh there's a Q&A session and
please type your question there and we
can either respond to them uh live or
through um message respon written
responses and and the session is
recorded um it will be available at um
um on you UN stats YouTube. Thank you.
And link to the session will also be
shared. So, they will be everything will
be published online.
And most importantly the handbook is
also available online. I'll ask my
colleague to share the link on the chat.
Um so today's session we have two parts
and let's get it started. The first uh
we invite all the steering committee
members to give you a little glimpse of
what's in the handbook. Um and then
after that they will go into a country
panel with our NSO colleagues who are
both working so hard and with a lot of
work in their offices but also
contributed so much to this revision
process and their drafter. They've
contributed a lot of their experiences
to to this handbook. Uh so two parts and
let's get it started uh with the
presentation. Let me just first
introduce our panelist uh Charles Laauo
who is the lead technical editor for
this handbook and he's the one shop
really really pushing us encouraging us
to get to this finish line keep us on
top of everything and he's also the
deputy global research director at
Gallup and Professor Peter Len um from
um Institute for Social Economic
Research University of Essex uh Mauricio
Hey, our dear colleague from In Mexico
and Silan Bullet who is in charge of the
new data collection initiative uh at
stats Canada and Jessa
um uh who is from your women she was
also the co-chair when we start this
process um thank you so much Jessa for
being here
uh let's get it started
So I'll just two slides. First of all,
what is um Michael J already talked
about intersector working group. It it's
been 11 years since when we were
established by the UN statistical
commission. These are the four
objectives and all of them are linked
the handbooks to all linked to all of
the four objectives.
uh coordination of surveys, advanced
crosscutting survey methodology,
innovation, enhanced communication
advocacy and support capacity building.
We're currently having uh 12
international organizations as members
and also our rotating member states the
secretarias with usd and also the ekalox
division with us and uh they're
currently co-chared by the war bank and
UNESCO and we do work through different
task forces and uh led by and with
contribution from member and non-member
experts. Next slide please.
So just before we get into the new
handbook, we had UNSD or UN has a lot of
handbooks um on surveys in the past and
started in the 1950s but the most
prominent one we had was 1984 which is
comprehensive handbook we had um and
covers all aspects of this people
countries are still using them. Uh so we
started when that book handbook was
marked 40 years anniversary. Was that 40
years? Okay. And then uh in March 2024,
two years ago, we received a mandate
from the commission to do a new one. And
in between 1984 and 2024, we did have uh
quite a number of handbook um series
covering different aspects of handbook
the survey uh operations from 1982 all
the way to 2008.
And so this revision is guided uh led by
UN statistics division guided by the
intersector working group on household
surveys and we promised commission to
deliver in two years and we're here.
Next slide I think hand over to you
Charles.
>> Thank you so much Hi. Um and it's a
pleasure to introduce the handbook
development and overview uh briefly. Um
so the purpose of the handbook is
obviously to update um what is
everything all the developments that
have occurred since you know 1984.
There's obviously an increase in data
demands uh for national statistical
offices um advances in survey
methodology and surveys used to be the
main or only source uh but now surveys
are just one of of many tools. Um when
we started the process of developing the
handbook we f we wanted to um highlight
five key aspects. So one is key
principles of designing implementing
analyzing and disseminating household
surveys. So um as a way to provide
guidance for across time and different
countries. The handbook also covers
necessary steps for each survey. So each
step of the survey cycle. So from the
very beginning of the inception of an
idea all the way through to
dissemination of results. The handbook
focuses both on theoretical foundations
right. So understand introducing
concepts and ideas uh but also practical
solutions. So the handbook is intended
to be a very practical userfriendly
thing that can hopefully help all of us
do our jobs um as best as we can. The
handbook covers emerging approaches and
innovations that NSOs and others have
been piloting and also highlights some
really um exceptional national practices
and case studies that NSOs have been
engaging in.
Next slide please.
The audience for the handbook is you. Uh
this national statistical offices is a
primary audience. Although you know
anyone who's conducting uh survey
research can benefit from the handbook.
Um other members of national statistical
systems, line ministries, NOS's, private
firms um and others. So it's a broad
handbook um across countries and types
of work. Next slide please.
The handbook has four key features um
that kind of distinguish it from the
previous handbook and other survey in
other handbooks and applications. So one
is coverage of emerging approaches
right. So we didn't want to just conduct
write a handbook about um surveys as
they are in 200 you know 25 and 26. We
wanted to highlight um emerging
approaches methods that are actively
being explored. So things like AI used
in translation or uh data processing as
well as methods that may be tested and
applied in some countries but not widely
adopted as a globe. Inclusion is a key
crosscutting theme and we'll hear later
from uh Peter on um some more aspects of
inclusion. Surveys are you know
increasingly being integrated with other
data source administrative data um and
other data sources. So we kind of
situate surveys as one of many tools and
the handbook will be updated as a living
document. So this is a digital first um
handbook that will keep updating as we
go to reflect new and emerging practices
in the field. Next slide.
So uh process so there was um as how you
said we completed the this handbook in
about two years and um it was the only
way we were successful is by engaging a
talented dedicated and really diverse
team um within the handbook as well as
the consultation processes. So there
were a series of consultations early on
early on there were regional
consultations uh thematic area
consultations as well as a series of
technical meetings workshops in China,
Norway and Portugal.
Next slide. The handbook has two parts.
Um part one is you could think of as
core tasks that apply to any survey that
are that is conducted. Um, and we'll
highlight what those core tasks are in a
in a minute. And then part two though
focuses on special topics, right? These
are special topics to make sure surveys
are inclusive specific subject matter.
So, um, labor statistics or education,
for example, population groups, um, so
for example, mainstreaming gender
perspective or specific country
contexts, um, as well. So, small island
developing states and others for
example.
Next slide.
Governance. Um so this uh the handbook
followed uh kind of a familiar
governance strategy with you know chairs
and co-chairs. Uh we have a steering
committee. We also developed a technical
committee a dissemination committee and
I really wanted to give a lot of um uh
kudos and credit to the authors. Um so
we are up here presenting the final
handbook but this handbook was written
by the dedication of a huge author team.
We had lead authors for each chapter as
well as supporting authors uh to cover
different disciplines and geographies
and types of institutions as well. So
the success of the handbook is due to
the hardworking um you know history from
the last two years from a really diverse
group of of people. Next slide please.
Uh steering committee members are listed
here. Um we also have um additional
technical and dissemination committee
members and I've served as the technical
editor. Next slide.
Handbook structure is shown here. We'll
get into a little more detail as we go
forward. Uh for part one there are 11
chapters starting with the introduction
overview of the landscape and then it
starts from the from the very beginning
from the needs assessment all the way
through to project management
questionnaire design sampling frames
data collection processing waiting
analysis and dissemination. Then part
two tackles these special um topics um
uh which we'll get into. Jessa will uh
present those later um which are kind of
crosscutting issues that u for um
specific um population groups contexts
and um and and other issues.
So we'll go to the next slide please
and I will hand it over to Peter.
Many thanks, Charles. Um, so I'm Peter
Lynn from the University of Essics and
what we're going to do now between us is
to try to give you an overview of the
content of the substantive chapters and
just briefly highlight some of some of
the main messages. So I'm starting with
chapter one and this is really a chapter
where we uh sort of summarize the
state-of-the-art in survey taking at
this moment and that provides the
context to the practical guidance that
we then provide in in the remaining
chapters. Um in particular in chapter
one we discuss a number of crosscutting
issues. So issues which do not have a
specific chapter devoted to them but
actually continually reemerge as
important themes throughout several
chapters. And in a moment I'll just show
you what those nine crosscutting themes
are. Um in this chapter we also
introduce various ideas and terminology
that are then used throughout the
handbook. So even if you want to just
dip into the handbook to look at a
particular chapter like chapter 5 or
chapter 8 or whatever, you might find
yourself wanting to read chapter one
first in order to understand what we're
talking about in the other chapters. Uh
next slide please. So the nine um
specific crosscutting issues that we
raise in chapter one are listed here. Um
I'm not going to just read them all out.
You can read them for yourselves, but
you can see that these are issues that
affect the design, the data collection,
the sampling, the waiting, all the
various issues that we discuss in the
chapters um throughout the rest of the
handbook.
Now, what I want to do is to just
highlight um a few of the key issues
that come up and under those headings.
So, the first the first key point is to
do with principles and frameworks, which
was the first thing on that on that
bullet list. Um there are a lot of sets
of principles and frameworks out there
that can help all of us guide us in our
in our work in designing and carrying
out surveys. We highlight three of them
in this chapter. The first two are
frameworks that are to do with uh
production of statistics but are
relevant to survey statistics just like
any other kind of statistics and we
refer to those in in several places. The
third on the list here, the total survey
error framework is specific to surveys
and we draw on that a lot as a tool for
helping to um make good decisions about
tradeoffs between different error
sources. So the main messages that we're
trying to convey here is that we think
relevant adult statistical office staff
should be familiar with these frameworks
and that they should be used to help
inform survey related decisions.
Next slide please. Um the next thing
that I want to highlight is we do talk
in this chapter about probability and
non-robability sampling and we think
that probability sampling remains a key
recommendation that wherever possible
all national statistical work should use
probability samples. That said, we do
highlight places where non-robability
samples can be useful and that's for
things like cognitive testing,
pre-esting, exploratory investigations,
but not for the main uh statistical data
production. Now, non-probability
sampling sometimes has to be considered
for um a a quantitative survey in
situations where probability sampling is
really impossible. Um and when that's
the case um we think that extreme
caution is needed in communicating the
findings and we give a little bit of
guidance about that. Next please. Um the
next key point is uh about modes of data
collection. Now there are many ways in
which survey data can be collected these
days. In the handbook, we focus
primarily on face-to-face interviewing
using either pencil and paper or
computer assisted modes. Um, that that's
what we talk about most of the time. We
also at various points just allude to
how things might be a bit different if
you are using a different mode like
telephone or web or paper
self-completion because we think those
can be useful and effective modes in
some circumstances.
Increasingly surveys are using mixes of
modes uh within one survey and we
discuss a little bit um why that's done
where it can be advantageous and the
messages we're trying to convey here are
that NSOs need to be aware of the
different modes that are available the
limitations and advantages of each and
to critically evaluate the appropriate
mode for a particular survey rather than
just always assuming that one should
carry on doing the same way one always
has next please. Now, Charles alluded
already to inclusivity as one of the the
themes of the book and and this does
crosscut pretty much all of the
chapters. In chapter one, we identify
three dimensions of inclusivity and that
is inclusive data, inclusive statistics,
and inclusive data collection. These
three are all important. They're all
distinct, but they're also related to
one another. This handbook is primarily
about data collection. So, uh we talk
particularly about the third of these
three inclusive data collection. But be
aware of all three dimensions and help
and use those to help you uh make your
decisions. Next, please. And as I said,
so data collection is the focus of of
the handbook. And here in chapter one,
we talk about the various components of
inclusive data collection. Um we are
concerned with first of all exclusion by
design meaning that some subgroups of
the population may be excluded from our
surveys because of the way we design
them. The obvious example is a choice of
sampling frame. We often choose to limit
national surveys to the household
population in many circumstances. So
non-household populations are excluded.
We discuss that. We discuss why it might
be important to consider including the
non-household population and we give
some guidance and pointers to how that
might be done in different circumstances
although of course the circumstances
will will vary a lot. Um the next step
having chosen the sampling frame or
sampling method is sampling frame under
coverage which is often an issue there
under coverage often leads to some
subgroups being excluded to a much
greater extent than others and it's
worth assessing that and considering
whether there are remedies ways of exclu
including those groups. And then there
are two more steps. After we've got our
sample, we then need to get everyone to
participate to the extent possible. But
some subgroups disproportionately have
barriers to the ability to participate
in our surveys. We can lower those
barriers by thinking about various
things we can do to make it easier um
for various subgroups to take part. And
again, we give some pointers to the
things that can be done. And the final
step is willingness. Even if people are
able to take part, they need to be
willing to. And again there are things
that can be done to try to ensure that
all different subgroups are well
motivated are communicated with in ways
that they understand and so on. So so
those are really the focus of the points
that we want to make about making data
collection inclusive and with that I'll
hand over.
>> Thank you Peter and going to be
discussing mod Rodriguez from Mexico.
I'm going to be discussing uh two of the
uh first chapters the chapter two and
chapter three. There are chapters that
discuss activities that take place from
the very beginning and during all the
process of the survey that are
fundamental for a successful survey uh
completion. Next slide please.
So when when we are asked or we we start
wondering if we are going to conduct a
new survey a new survey program or
project
we usually ask this question like how do
we start? So the aim of this chapter 2
is essentially provide guidelines to uh
statistical offices or anyone who is
thinking about conducting a new survey.
So here we highlight the that we need to
discuss the needs, the scope, funding,
assess if we are going to proceed with
the survey and then think about the the
next steps. Essentially this stage is
important because here we start asking
why are we going to collect information?
What information needs to be collected
and how are we going to collect that
information from at the beginning of the
inception of the survey. The next slide
please.
So here uh we ask who is going to
collect the survey or who is asking for
the survey to be to information to be
collected and what information is the
one that we need to collect. And here we
have to stop and think for a moment that
is not only collect what users want but
was asking why is this data needed? How
are we going to fill the gaps in
information and how are we going to
approach this data collection? Of
course, we have several stakeholders
that we need to discuss uh these topics
with uh from having international uh
organizations uh government entities in
our countries, international and
regional organizations but also
academia, general public that uh are
looking to uh fill their data needs. Uh
but also we need to understand how are
we going to engage with the stakeholders
uh in this new data uh collection uh
process. Um, next slide please.
So with that in mind, we need to uh to
to see and to pay attention to the scalp
of the uh and the funding of of the new
uh survey. Essentially understanding how
are we going to collect this
information? Can we uh do this the
length of the survey? Essentially we
start asking these questions about what
are the modes that we're going to use
the questionnaire. Is this going to be a
lengthy survey? uh the sampling approach
that we will follow uh all the elements
that we have to take into account and we
have to start discussing the funding
like how are we going to um to organize
uh this process if we are talking about
that survey project is going to take
several uh ways or several years if we
can um guarantee funding for the next
stage uh stages but also uh in general
uh we have uh to start with initial
assessment initial budget. uh and of
course this is specific for countries
organizations but it's important to
highlight that while this is a higher
level decision and when we start having
this conversations we need early
involvement of technical experts so we
can start uh having uh this in mind and
of course we have to highlight when we
are working with different organizations
and different uh entities in our
governments we have to start discussing
the management and how are we going to
coordinate between organizations uh to
uh prevent operational confusion uh
legal problems that we may find in the
future and of course discussing about
the data ownership. Who will have access
to the data? How are we going to
preserve the data and how are we going
to disseminate the data in specific uh
instances? Um next slide.
So once we have all these these uh
things in mind then we have the we have
to ask ourselves the questions are we
going to proceed with the survey? Can we
conduct this survey? So here we have to
ask different questions. Again going
back to uh the funding is this going to
be a sustainable uh project. Do we have
the capacity? Uh sometimes we have to
face uh some other projects or we have
to conduct other projects in the same
year. If we have a census probably we
will have many of the resources in our
our organizations focused on that um uh
process but also we have the enough uh
infrastructure in terms of uh human
resources uh it and all the technology
that we need to conduct but also we have
to ask uh is this something that we can
conduct uh is this this in the in the
mandate that our institution has can we
collect this uh this information this
survey and of course this depends on on
on a specific organization specific
countries but we have to start looking
for uh alternative data sources.
Sometimes we uh we want to conduct a new
survey but the information is already
there. So we have to explore all these
options and of course uh from a
technical and operational perspective
thinking always and keeping in mind the
response ben for our informants. We will
have to uh analyze this and come out
with a decision uh because this will be
uh a new survey a new process in our uh
our statistical system that we will have
to uh incorporate in our processes. Uh
the next slide and once we have this
assessment then the usual questions is
what is next the next steps of course
then we have to document the request uh
essentially prepare the business case.
Here we have to discuss the rational of
the and the relevance of the project uh
to highlight the objectives the uh
overall methodology again going back to
the governance uh resources that we are
going to engage in this process and
basic timeline uh output and how
sustainable this process is and of
course uh developing all these elements
uh keeping in mind as Peter mentioned in
uh in his presentation keeping in mind
these frameworks that we followed as as
the fundamental principles and some
other uh international law frameworks
that we have to to follow. So this is
essentially uh from the beginning uh
when we want to think about conducting a
new survey and the next chapter the next
uh elements that I'm going to discuss or
share with you is how we conduct the
survey. So the next slide please.
The next section is about how we manage
the survey. So essentially this is after
initiation after we decided that we are
going to conduct the survey all the
elements and all the procedures that we
have to uh to to put in motion
essentially to uh to to make sure that
we are going to achieve the objectives
in data collection but also guarantee
quality efficiency and uh and this uh
all these elements that we that we want
because we want to um to deliver the
information within the budget with the
required quality.
that uh of course is are fundamental
elements for our organizations. Now the
next slide.
So this chapter is divided in in
specific session essentially uh from
definition key functions of survey
management. Who manages the survey? What
is a a survey team or managing team? how
we govern this uh this story but from
more from the the continuation of the
project on keeping track of the project
on making sure that the project uh stays
within uh the budget within the timeline
that we have but also uh elements that
we have to keep in mind before uh
starting a data collection uh activities
of course testing and having everything
in place so we know uh that when we uh
go to the field go to the development
all the systems all the questionnaires
We already have elements in place so we
can keep track of everything that is
happening. And of course on one we start
with the collection and all these stages
in in the survey. How are we going to
monitor the uh the project essentially
controlling the project make making
adjustments and at the end uh we
highlight some elements in closing the
project survey and then leaving
everything uh for the next uh survey
project or for the next wave of the same
program. Uh next slide.
Uh the next one please. Okay. So uh
going back to definitions and key
functions of course here we have uh we
have to make the distinction between uh
survey management and so planning.
Planning in one is one of the stages of
subway management. So management has to
do with all the coordination of these
activities essentially from the uh like
uh making sure that all stages or all
processes during the survey are are
conducted with the quality standards
that we have from the design
implementation supervention analysis and
closing the project. Of course, we have
to manage resources. We have to keep
those in mind. But for us is essentially
to have or keeping the survey well
organized, being efficient and
essentially um uh keep uh be being sure
that every everybody having or engaging
in specific technical activities uh
produce the deliverables that that we uh
that we are expected. So this sovereign
management is essentially about the
higher management of the project. So we
don't go into specific operations but we
should keep uh those in in mind. So the
next slide.
So going back to governance and this was
discussed before uh from the sovereign
management perspective of course we we
have different options for uh governance
in service. We can have a steering
committees, we can have technical
advisory committees or uh community
committees that are going to provide gu
uh guidance during the project. The
these uh bodies uh oversight the project
and provide uh some uh feedback
information and again this is uh not
engaging in specific um roles and
specific activities but also uh provides
uh accountability and keep us
accountable on the things that we are
doing. Sometimes uh we have to keep in
mind that if we are conducting a survey
with a third party essentially we sign
some agreements all the legal
requirements have to be met and we have
to keep uh that that uh in mind. Of
course role of the survey manager uh
manager is to keep this governance uh
varies informed of the um stages of the
uh how well the survey is is moving. So
this this varies between organization
and across organizations but uh
something that we highlight as these
governance bodies are engaged in
different uh in different forms uh in
all survey processes. Um the next one
now uh who manages a survey essentially
here we have uh to make the distinction
between uh what is the survey team and
in the survey team we have we have
experts or subject matter specialists
that are going to engage in specific
stages from uh design of questionnaires
uh uh frame sampling uh and all those
things that are going to be discussed
later. And then we have the sovereign
manager. So again the sovereign manager
is this person who again serves as a
link between higher management or
governance bodies and the technical team
but also this person or this team can be
a team of persons have to oversee the
entire process again from planning to uh
delivering uh the project and keeping
things uh in place and making sure that
uh the survey is is moving uh as
expected And uh here we we highlight
that the sovereign manage manager has to
uh combine these two activities or have
have the two skills. On the one hand,
this person should know or or have at
least uh technical skills to understand
the stages of the survey but also
management skills to uh to see the the
entirety of the project. The next slide.
Now before data collection of course uh
here is is important uh it was mentioned
before from the business case early
involvement of software manager is
important because here we we will have a
smooth transition between the business
case to the implementation of the
survey. Here uh we have to uh review the
business case. We have to uh highlight
the specific activities or the specific
uh things that we have to conduct. is
important to uh come out with a with a
budget to the schedule uh and keep the
scope of the survey within uh the
resources and the uh projects that we
have uh here is important also from the
beginning to highlight the quality uh
framework that we're going to follow and
during the scheduling to understand the
dependencies between the stages and uh
having all the logistics between the
staff and the involvement uh and the
controls that we are going to follow uh
during the process. Um the next slide
please and then we move to testing. As
it was mentioned before testing can be
is usually seen as pre data collection
but also when we have these long
projects we have kind of like waves or
we can have rounds of testing different
things. But essentially before going
into the field with a with a survey we
highlight the relevance of piloting the
the survey. This of course uh is going
to help us to un to identify risk to
ident identify uh areas that we need to
improve and to essentially be ready uh
to face uh the different things that
we're going to face during uh the
collection period. Uh this is again a
comprehensive test of all the procedures
not only the questioner not only the
device. So how are we going to how are
we organizing within the organization?
How are the logistics working? and we
are communicating between uh areas
between the technical experts in
specific uh elements or specific members
of the survey team. We have to have all
those uh thing in mind and also to
develop uh alternatives uh to react when
we face some uh elements that uh we we
probably couldn't uh see uh beforehand
like how are we going to essentially
developing a contingency plan and be
ready for uh to keep this survey uh
going.
Once we have the testing and the and all
the elements of course we have to move
to the implementation and how we're
going going to monitor uh the process.
The next slide please.
So here when we uh essentially are
conducting the survey are again this is
not only collecting is all the stations
in the survey we have to keep track of
the different elements. uh we have to
keep track and of course to compare the
baseline the plan that we had with the
reality and when we see some some
differences of course be ready to solve
issues uh such as staff rotation some
emergency that might happen and be aware
again that we have to communicate with
hire manage manager essentially with the
governing bodies to receive feedback. uh
this is um we can have some organization
or some systems in our organization that
will help us to monitor the pro the pro
uh the process or the project and but
also it's important to at every step
step we collect information we document
everything that is happening because
this is going to be important for future
surveys and for future uh rounds of the
survey and of course during all the
process we have to manage contract
budget resources uh And essentially uh
having a plan if we have to hire new uh
staff to train the staff as we are going
uh with the survey and essentially all
the elements that uh we have here and
something that we have to keep in mind
is that we have like the relevance of
having an adaptive and unresponsive
design when we are conducting a survey.
And if we move to the next slide then we
discuss uh what happens when we have to
grow close a project. Essentially this
is once we are we are finished with all
the stages of the survey. We submitted
the results. We have uh everything
ready. Uh first of all we have to
confirm that all outputs were delivered.
We have to go and check the financial
the finances of the survey uh to see
what happened with the budget. But it is
important to document everything that
happens. Uh all documentation is
important because of course this will uh
provide information for future surveys
and uh we have to keep in mind that we
when we document we have to uh document
not only the processes but also uh to
make sure that all the data is is
storage is safe is accessible but not
only the data but also the metadata the
paradata that will uh inform uh future
sub managers or even ourselves if we
conduct this. Uh again uh of course
having all the all this proper
documentation not only improves
credibility
but also uh help us to increase the
trust in the process to reuse the
information and uh having this uh
perspective of transparency uh which is
important for our organization and of
course to preserve the knowledge uh in
our institutions. So with that uh I give
the use the microphone to the next
person who's going to discuss a specific
uh chapters. Thank you.
Thank you Mauricio. So I'm going to uh
take over and discuss the remaining
chapters of the first part uh of the
handbook. Chapters 4 through 10 go
through each of the big tasks that need
to be done in order to implement a
survey individually. Um go through the
planning process for each of these
tasks. Goes through the implementation
process for each of these tasks. Um and
has a sort of unified view throughout
that emphasizes the practical examples.
So things that are important for the
survey practitioner as well as
introducing emerging approaches so that
we can keep um the way things are
implemented up to date uh and and we're
going to be updating these chapters a as
we've got more information on those
emerging approaches.
Now for each of these uh I could go on
and on and on about them but I don't
need to. There will be series of
webinars to go through these things. And
so what I'm going to do is just give a
brief overview right now, but take it as
an advertisement for coming back and
getting more information on the tasks
that you're more interested in. So the
first of these is everything to do with
questionnaires, design, translation,
bringing them into an instrument to make
them usable in practice on the field. So
the whole process is covered here.
um including what's needed for
paperbased questionnaires as well as
what is specific when uh questionnaires
are built electronically
uh since those two have specificities
that need to be addressed. Translation
is a common theme in many areas and
something that needs particular
attention. Uh beyond this there's
evaluation and testing figuring out
collection systems all of that is a is
covered within this chapter. After
questionnaire design we go on to frames
and sampling. Next slide please.
This chapter is sort of a twoin one. The
first part deals with frames. It deals
with multiple types of frames. area
frames, uh, dwelling frames, person
frames, telephone frames because there's
a lot of variety in terms of what can be
used as a frame for a survey of
households or individuals.
In that part of the chapter, it focuses
on the areas that are important for
ensuring pra ensuring quality when we
get uh into practice. So, contact
information, coverage, auxiliary
information. After that first part,
there's a second part on sampling. It
starts by introducing the basic sampling
designs that serve as building blocks
but are typically used in combination
within the complex designs that are used
for household surveys and for surveys of
individuals.
It gets into some of the practical
details especially those needed during
planning, figuring out sample sizes,
sample allocation, etc. Um, and it
finishes off by talking about
specialized methods that are used to
address emerging needs that might not be
the everyday methods used on most
surveys, but are useful when particular
situations come up.
Next slide, please.
Going along through the survey process,
we then get to data collection. The
focus of the chapter is on uh in-person
collection given how important that is
and how many aspects of it need to be
managed appropriately. But it doesn't
only look at inperson uh collection the
introduction of new modes and those
options uh are also covered in this. And
then it goes through setting up a team
training publicity for for the survey uh
actually implementation including the
important steps of monitoring collection
and ensuring quality throughout the
process. As with the other chapters,
there are ways of addressing things that
aren't necessarily everyday problems.
what happens when uh you're in a time of
crisis and where are emerging issues
going to be needed?
Once we have the data, the process isn't
over. So, next slide, please.
We receive a whole bunch of raw data,
but that raw data needs to be
transformed to make it available for
analysis. So chapter 7 covers all of the
steps of that data transformation except
for waiting which gets its own chapter
given the the size of the task that
that's needed. Um it covers that entire
process of receiving the data checking
it uh transforming it through coding
through imputation through derived
variables.
It also covers topics such as the
metadata uh and data storage and how to
incorporate AI into these processes uh
in particular for
editing for coding for for these sorts
of tasks.
Next slide please.
While doing data processing, the waiting
is often going to be going on and needs
to be incorporated into that final data
set uh that of the processed data. The
waiting chapter really starts by
focusing on the principles that we're
trying to follow while doing waiting and
then it takes those principles and
converts them into practical steps for
things like figuring out your design
weights, the non-response adjustments,
calibration along with other adjustments
that that can be used during waiting. It
gives uh advice as to diagnostics that
can be used throughout that process to
monitor the uh the quality of the
waiting process and ensure that errors
aren't introduced inadvertently
throughout that process. Um and also it
gets into specialized topics um in for
instance panel surveys, pulled samples.
It closes off with uh one of the big
emerging topics that shows up, the use
of nonprobability samples. Highlights
what can be done, how traditional
methods for probability samples can be
adjusted, but also the limitations that
are inherent in doing those sorts of
things.
Once the data is weighted, next slide
please. Once the data is weighted, it is
ready for analysis.
The analysis chapter concentrates on how
to do analysis within the context of a
complex of complex survey data. So just
as the previous chapters mentioned not
just the basics but go through how these
get combined in practice into designs
that are complex and how that affects
the waiting. The chapter 9 also talks
about how that affects the analysis and
empas emphasizes the importance of a
designbased inference framework in which
we can give not only the point estimate
but also the uncertainty that surrounds
it. And so it talks about the the the
variance for instance and how to measure
that. talks about descriptive parameters
um analysis between categorical data
looking at associations regressions uh
along with uh how to share that data
through tables and data visualization.
Uh it has a particularly delightful
example going from one end of the
chapter to the other with code that can
be followed along to actually show in
practice some of that data analysis.
Next slide, please.
And finally, this part of the chapter
finishes off by looking at
dissemination, the principles and
strategies for effectively communicating
survey results. Um, plenty of examples
of user focused products, uh, including
things that use, uh, up-to-date
technology. The way in which we share
data has really expanded uh recently
especially since 1984 since the last
handbook. The same could be said for
most of the chapters but but this one in
particular the way in which we can share
that data has changed. Um and and this
gives advice within the newer context.
It also talks about how to monitor data
use to actually maximize its impact and
adjust during subsequent iterations of
surveys. uh to to meet needs more
effectively.
So that is a brief overview. I am
certainly sorry that I couldn't give you
more details out of for for every single
one of these chapters. But the uh
interesting bit is that there will be
more occasions to get into these details
through through webinars and through
looking at the handbook.
Next slide. Please hand it over to Jessa
for the second part of the handbook.
Yeah, thank you Silan. So for part two,
rather than walking through the seven
chapters one by one, let me focus on
what part two is really for, what it is
fundamentally about. Next slide.
Part two does not introduce a new
methodology. It does not change the
survey cycle. So across the very
different topics in this part labor,
education, governance, wealth,
displacement, gender, recurring survey
design decisions arise. The challenge is
that standard survey procedures rely on
certain assumptions and in some context
those assumptions no longer apply. So
when that happens, risks follow. So for
example, when proxy reporting changes,
what is actually being measured? When
the sampling frame leaves out part of
the target population,
when sensitive modules affect response
behavior beyond what quality controls
can fix, and when estimates are
statistically coherent but not credible
to users. So in these situations, the
pro the procedures are not wrong, but
the assumptions behind them may no
longer hold. So the message is simple.
Part two provides guidance on making
technical decisions when assumptions
break. It applies the same survey cycle
but under different and more demanding
conditions. Next slide.
Let me show how part two is organized.
It is structured around recurring survey
design questions that arise when
assumptions no longer hold. Are we
measuring what we intend to measure or
relying on a weak proxy? Is the sampling
frame structurally excluding part of the
population?
Are adaptations required to prevent
bias, not just improve implementation?
Is survey data alone sufficient or
credible estimates? And will rem and
will results remain interpretable once
released. So part two did brings these
questions forward to the design stage
before they surface later as coverage
error um measurement bias structural
breaks or even credibility concerns.
Next slide.
Let me give three brief examples.
Labor when countries adopt new ICLS
standards breaks in series are
unavoidable.
Part two helps you plan continuity and
communication before release. Sensitive
topics in governance or genderbased
violence modules. Privacy protocols are
not optional. They are necessary to
reduce response bias. Displacement. A
household frame may be statistically
sound but invalid for camps or mobile
populations. Part two asks is the frame
defensible for the population we claim
to measure. These are operational
realities. Part two does not prescribe
one solution. It helps you anticipate
and manage these constraints. Next
slide.
Now let me turn briefly to chapter 15 on
gender because this is often
misunderstood.
Gender here is not a team not a sector.
It is about measurement across all
surveys. Who responds, who is selected
and who is present during during the
interview all affect data quality and
response behavior. Sex disagregation
alone does not correct weaknesses
introduced earlier in survey design.
Chapter 15 on gender highlights where
these matters. Planning. Are we
measuring individuals or households?
Design. Are we relying on proxy
reporting that hides differences within
the household? Sampling. Who might be
excluded by default? Data collection. Do
interview conditions affect responses?
Analysis. Are we assuming disagregation
alone fixes earlier weaknesses?
This is about data quality, not gender
advocacy alone.
Next slide. So how can part two be used?
Let me suggest three practical ways but
this is not limited to that. During
survey design, use the relevant chapters
to guide methodological review and
adjustment decisions.
When methodological decisions need to be
documented or justified, part two sets
out the rational and precedent for why
certain adaptations are absolutely
necessary.
Third, before releasing results, it
helps anticipate interpretation
challenges and address them proactively.
Part two is designed for targeted use.
It is there to consult when design
decisions require careful judgment. Next
slide. Let me close with this. If part
one of the handbooks helps us run
surveys well, part two helps us decide
when running them well requires doing
things differently. And for many of the
measurement challenges countries now
face, that distinction matters. Thank
you.
Thank you so much. Thank you dear
colleague. Thank you Jessa. Thanks to
all the colleagues who have presented
this um the handbook. It's uh a little
bit over what we had planned for the
time. Uh without delaying further
delaying I first invite all colleague or
the our colleagues joining this seminar
webinar put your questions on Q&A we'll
be responding to them or you can also
put you can put in the chat but Q&A is a
place to put your questions. Let's move
to the session. I would like to talk to
the countries uh invite our panelists
here
for a few run have to adapt because I
don't think we'll have time to do all
three runs. Um let's get to the question
for uh the four representatives from our
national statistic offices here.
Um so my question first let me first
introduce let me find my screen
introduce my the the
colleagues here
wait can't find my screen sorry
uh we have four colleagues here we have
Pedro
Pedro are you there
>> yes
>> I can't see you so Pedro Silva
um currently with science and in Brazil
and he used to work IBG uh at in Brazil
as well the stats office and um Pedro
has been instrumental in all work and
he's also part of steering committee
member and Gabrielle Faz from ESAT hi
Gabrielle thank you Gabrielle's from
ISAT and she also helped with our
chapter on data collection Alicia from
Staten Stat Statistical Agency in
Jamaica hi Hi Alicia,
are you there? Is that me?
>> Yes, I am. No, it's not me.
>> Okay, great. It's like I don't see
people. Okay. Uh and then lastly, uh Si
um from stats statistical um statistics
South Africa.
So my colleague from China and BS send
their regret regrets because they are
>> in the middle of the Chinese New Year.
Uh so they won't be able to join us. So
I have a couple of questions. I'll just
maybe let's do two rounds of questions
and let's see where then we can fit the
third round.
Um for each one of you
um if if you can u from start from Pedro
and then Gabrielle, Alicia and Sally we
can reverse the order afterwards.
If you can give us one to two concrete
decision points and you're part of the
handbook so I assume you know the
handbook very well. uh in your service
cycle where the handbook will change
what you do.
Is it about sampling or think about the
design choices and inclusivity
um or data integration you know making
surveys more interoperable
um one to two things you think most
likely you will change how you approach
your own surveys.
start with and and colleagues for the
the opportunity and to participate in
the production of this fantastic um work
uh you have done. Um I think the two
places where I I would see the handbook
being more helpful uh regard the survey
initiation and management. These are
areas where very little scarce
literature is available for us to refer
to and having these presented by the
handbook will enable leadership and high
level managers in the NSOS to have um
better guidance and a reference point
where they can you know see um um even
with examples from other countries where
there might be room for improving their
own practice. this and I see a very
important um a second level of um um
support being provided in the terms of
the technical aspects of the survey
design and implementation
uh especially uh in light of the newer
demands that are being placed on NSOS uh
challenges faced to handle new topics
more disagregated data all of these are
emerging topics where these technical uh
um um framing of how the processes
should be conducted and a very vast
wealth of references there available for
colleagues to learn more and perhaps
adapt in their own surveys. Thank you.
>> Thank you so much Pedro. Um
let's move to Gabrielle.
>> Yes, thank you. Uh I totally agree with
Pedro. I think that the survey
initiation and management and also the
closure of the survey are part that need
to be um
very well considered and there is no so
much literature about it. Um I think
that the handbook provide provides a
concrete guidance for recurring problems
that all statistical offices face today.
shrinking budgets, difficulty of
recruiting and retaining professional
interviewers,
how to address declining response rates
and in each chapters there there are
some suggestions experiences from other
NSOS involved that on the ground
experience that emerged from our
consultation that can be very helpful
very
yes very helpful. So um it has the
ability I think to provide a shared
framework from a series of crucial
strate strategic choices. For example,
in the design, the end book can guides
uh can guide all DNS that are in the
strategic transition from paperbased to
digital or from method based on
interviewer to web self administrative
method and uh in the questionaire design
part it promotes the use of cognitive
models and systematic testing. I think
that the approach based on the
respondent centered design can reflect a
modern participant focused new design
and can be very helpful too
and
uh the inclusivity part also uh design
book goes beyond technique and it
positions inclusivity as a central and
nonoptional principle of sardde design.
So it challenges us to go beyond the
easyto-reach population and to develop
concrete strategies to include other
groups, homeless, migrant workers,
workers, people living in institution,
etc.
As I said, it offers practical solution,
for example, in innovative sampling
techniques to reach out uh these hidden
populations.
Um how to break down language barriers
through rigorous translation, how to
design questions that are accessible to
those with low lit literacy level. So I
think that in all this aspect and also
in the interoperability by design part
it can be very helpful for each uh
national statistical office. Thank you.
>> Thank you so much uh Gabrielle for
offering all this. Um now let me go to
Lysa. Lisa um you've heard both
Gabriella and Pedro talk about chapter 2
and three. You're the one who proposed
it.
you want to come in on that and with
your own points of course.
>> Thank you very much. Um so for me
chapter 2 and three I'm very happy that
we are here in the handbook where
they're finished and they are part of
the handbook. We know at least for those
of us who are co-authors that these were
not the easiest chapters to write but
they are so important because it gives
us as NSOs the framework to make the
decision on whether and how to proceed
with um new survey and data collection
initiatives as well. It provides
guidance on a on an area where the
literature is very sparse in terms of
management and and estab and how we set
up the governance framework for our
surveys. Um for me when I look at the
handbook holistically it it's it is a
wonderful tool that will serve as part
of our onboarding process for new survey
managers and methodologists because it
so clearly outlines and in a very
succinct way the surveying process and
the various components of the survey
albeit an adapted version of the GSBPM
but it gives us that sort of ground um
foundation that we can build our
internal policies and practices around
and for me that is very very useful for
for for me as an NSO. Um specifically
though um the two areas that I um I
think will be most impactful and I agree
with Sully and Gabriella chapters two
and three survey initiation and survey
management. Um but as well the guidance
on questionnaire design and development
ensuring that we understand and we think
about how to make our survey data more
interoperable at the start but also very
importantly how we optimize our surveys.
Um as you know the response rate is
constantly declining and therefore we
have to also make sure that at the start
of our surveys when we're designing and
developing that we consider these very
important factors to improve the quality
of the data overall. So those are my two
areas. Thank you.
>> Thank you Alicia. Um Sally
>> yes thank you so much and thank you
colleagues. I agree with the previous
speakers. I think from my side maybe
just to add um two things. One I think
the handbook help us in terms of
harmonizing the survey program. So if
you are running surveys and you're
utilizing the handbook I think it will
able to assist in terms of harmonizing
and not only within the household
program but even across especially in
the continent uh from Africa
perspective. The second aspect which I
think the handbook is actually quite
useful in terms of helping us to
integrate other data sources for example
administrative data source and also
geospatial data source. I think this is
also quite key especially now with what
has already mentioned in terms of the
resource constraint and also the
response rate that are dropping. It's
it's going to be a key tool or a
handbook will help us to see how we can
integrate these sources as we are doing
our production in terms of our survey.
Thank you.
>> Thank you so much. Um
we've heard quite a bit. Thank you for
um the first round of responses from all
of you and great resource book and help
survey optimizing your survey and
training guide. We learned a lot from
other countries training guide thanks to
salon and other colleagues sharing their
guide in their offices um for on
boarding new colleagues um and data
integration making our service more
interoperable with other sources and of
course this first two chapters and then
other sources and we have so much to
offer in the handbook and thank you
let's go into the second round of
question
um so I'm going to put the two rounds a
bit together in a sense. So now we have
the handbook the draft we'll keep it
live we'll keep updating we're bringing
more case studies and country examples
in
what are the things that from your side
and also from your side for your and
your office side and also what's your
expectation how can we help you concrete
steps from an intersector working group
to help you getting the book use the
book um making sure that book is not
just a book sitting on the shelf will be
used in your office.
>> Shall I go first?
>> Yes, please.
>> Well, I think uh the handbook would be
an excellent platform especially when it
becomes available as a live document
online to support country um capacity
building and training programs. my own
country in Brazil uh we have something
called the National School of
Statistical Science that over 25 years
ago it's 27 28 now started a graduate
program to educate staff on doing the
business of the agency
surveys but surveys are an integral part
and for example this program has modules
on various of the uh topics that are
chapters in this handbook I Don't say
this is the solution for any other
country. Each country will have their
different needs and priorities. But
educating staff at large in an uh survey
or a national stats office on the topics
that this handbook covers will be an
essential component of moving it
forward. So I I believe it provides a
foundation upon which countries can
organize and develop continuous
professional education or even more
formal educational programs to support
their staff in adopting and having this
modern view of the survey taking
business that is core to uh NSOS around
the world. Thank you.
>> Thank you so much Petra. So you
mentioned about keeping this a live
document online. So do we need to
connect with your uh IBG office and the
the the training institute and say hey
how how can we support you
>> in turning this book into a training and
guidance or training materials.
>> If I was still a teacher there I would
be recommending reading the chapters in
each of the courses I I was taking and
teaching
>> something data analysis data processing
and all that.
>> Well definitely reach out. Thank you.
Um, next to um, Gabriella.
>> Yes, thanks. Um in Europe we have the
European statistical training program by
Euroat and a very concrete way to
achieve uh the
the
uh sponsorship of the handbook can be to
integrate the handbook's key topic into
the ESTP program because the STP mission
is to provide European statisticians
statisticians with the training to meet
the challenges of comparable statistics
at an international level. So I think it
will be the perfect place. So uh
offering courses on specific aspect
covered in the end book can be a key
such as um I don't know advanced
sampling techniques, modern questioner
design, data integration methods in STP
programs. There are already some of
these courses and I think that the end
book can be one of the reference.
The link references and resources may
may be very helpful too. The the end
book is full of external sources of you
know experience or material and uh to
keep the handbook alive. I think that
these references and resources should be
highlighted and uh integrated day by day
and uh maybe um a partnership with the
Euroat or other international bodies and
national entities can be created
organized workshop online forums
tutoring maybe for NSOS that want to
apply some of the
guidance that are in the end book or
maybe try a pilot testing uh
with using some of the emerging
technologies
um cited uh into the handbook can be can
be helpful to have all these material
and resources ready for NSOS.
>> Perfect. Thank you so much Gabriella.
open the door for us to work with the
countries in uh European Europe.
Um Lysa,
>> thank you. Howie, so I agree with both
Gabriella and Pedro about training and
partnering with regional and national
institutions. um particularly for us in
the Caribbean region um the availability
of training on survey methods is not
something that's readily available in
terms of a practical hands-on um
training material. We do however have um
electronic and e-learning learning
platforms. I know there is the knowledge
transfer network out of Ethra and
there's the eister platform um out of
CARACOM. However, what I think would be
very useful from the steering committee
and the inter secretariat working groups
perspective is packaging the training
material um essentially to
facilitate a sort of training of
trainers where we can then engage with
South Corporation. We can then um take
the material and adapt it to our
respective circumstances and then we can
deploy it more widely. Um I think that
would be quite useful and that will also
allow for some consistency. So for
example, if we have um standard guidance
notes for the instructors and standard
standardizing or giving examples of
assessments and exercises that we can
have um the our our teammates engage in
um as part of the workshops that we
would be organizing locally. That would
be quite useful as well. It would be
very useful and resource of course
permitting
um to execute whether regionally or
nationally some hands-on training
workshops some topic specific hands-on
training workshops um as you know last
year we piloted the questionnaire
workshop um in Jamaica and we did it
with some of our caracub colleagues and
we found that was very useful and it was
based on the chapter in the handbook um
on questionnaire design and development.
So these sorts of hands-on workshops
where persons are getting engaged and
engaged in the actual process I think
will be most effective in helping us to
implement them within our NSOS.
>> Thank you so much Fisha. So uh work with
our partners. Thank you for highlighting
the question chapter. I heard it went
very well. Um and also adapt the
materials into training materials that
we can use and train our trainers. Um
now uh Sally
>> thank you. I think to keep the handbook
alive firstly I think as the at the
institutional requirements
we really need to have a strong
leadership and ownership. I think that
will be key in terms of making sure that
there's some implementation regarding
the handbook. I think the second point
is the political and legal support
because in the handbook we are speaking
about the administrative data and we
really need to see if there's some
police and legal support regarding that
particular aspect and the operational uh
aspect where we are now need to become
practical because we have to have some
practical implementation tools and I
think the team and the colleagues there
already have mentioned that capacity
building will be key. I think the third
one which I think is something that we
need to think about is the issue around
the change management mechanism. What
are some of the change management
mechanism within the institutions as we
are going through some phases in terms
of implementing the way we want to see a
new way of doing surveys in our NSOS. I
think at the working group level my
recommendation will be we need to
develop a phased implementation road
map. So this road map will give us a
sense in terms of how best we can
actually support the NSO as we're trying
to operationalize the handbook. And I
think the third one which is the last
one from our side at the regional and
the and the at the continental level I
think we could actually work with the AU
where with the institution of statistics
in terms of trying to come up with some
capacity building and also utilizing the
tools that we can able to assist the NSO
especially in the African continent.
Thank you.
Thank you so much. So uh working with AU
and our colleagues in the in in the
African region. Uh thank you for
proposed phased implementation map um
for the handbook. It um
strong leadership and political wise any
is referring to your own office right?
>> Yes indeed
>> political. Yes indeed because without
the support at the management level the
handbook will be just be a book that
they are not necessarily able to
operationalize it because it will
require some changes and hence I'm
referring to change management within
the NSO and again within the continent
again thank you
>> thank you thank you so much um now I
think I'm we are at 10 minutes before we
close the event let me open the floor
to questions.
Anyone you would like to comment or any
put in the Q&A
There is an online question. Hi.
>> Yes. So Josh uh reading through the
case. So you're uh the Q&A in the chat.
>> Yeah.
>> The chat. Yes.
>> Yes. Uh for the panel, did you encounter
Okay. Reading through the case studies,
I was struck by how different nations
are solving similar problems in unique
ways. for the panel. Did you encounter a
methodology from a pure nation that
changed your perspective on a common
challenge? I would like to I would love
to hear which specific use case inspired
you enough that you want to try in your
home organization.
I could I could go first.
>> Sure. So, and again I'm going back to
chapter 2. Um when I started going
through some of the examples in terms of
how the how NSOS are deciding whether or
not to proceed with a survey and the
mechanisms that they have in place, it
gave me a lot of ideas. Um generally I
thought we had a lot of good practices
already established and and mechanisms
already existing. But when I started
going through um the examples that I'm
seeing especially from some of our more
developed countries it gave me a lot of
ideas um some setting up of some user
councils and more engagement in terms of
how we are deciding what to include when
to include how to proceed and making
that decision around how and when to
initiate our surveys. So there are a lot
of material.
>> Thank you Lisha.
other colleagues.
>> I'm no longer a member of an NSO, but
I'll tell you uh reading the
dissemination chapter and the examples
given there gave me also several ideas
for how things might change in my own
former organization. the way we
disseminate and preserve data is not the
best way given current other practices
that I've seen elsewhere. So I would
love the IBG to move forward some of
their dissemination approaches in light
of what I have seen but I cannot speak
for them. I'm no longer there. I'm
retired. So
>> thank you Pyra.
>> Uh I can add another example. Yeah. Can
I?
>> Yes. Um the for the communication part,
the advanced letter sent by Portugal I
think uh can be very inspirational for
um
give prepares more engaging
communication with the respondents
trying to uh convince them to
participate to take part to the survey
to respond to our questionnaire. And so
that is an example that we are trying to
implement.
>> Thank you Gabriella. Um I'm also the
question is open to colleagues like for
example Mauricio I'm looking at you Sila
you're also from NSO. Um
please feel free to comment.
>> Yeah. Uh can I comment on
>> Yes, please.
not only as as following the the entire
uh handbook but also as an author of one
of the chapters and and
uh for instance in so management uh
because as as it was mentioned there's
not much literature on on the topic and
more than than essentially having
conversations with different colleagues
from different organizations. It is
really interesting how different sizes
of organizations uh have to well of
course we all face the same challenges
but we have to come up with different
approaches to solve those challenges and
again uh uh there are like a small
organizations that probably have
specialists across all the process
organizations that have have highly
specialized teams for specific stages
and and some organizations have uh they
split by like theatic areas not only by
stages of the production. So, it's
really interesting to see all the
diversity of approaches uh that we have
and and I'm pretty sure that we can all
uh learn from each other uh in the
future webinars and and meet that we
will have.
>> Thank you. Thank you, Mara.
>> Um I see that we're four minutes before
we should be closing. I did see a
question uh William when they are much
small areas and the household surveys
doesn't take into account are we talking
about the coverage um
of the surveys maybe
I'll see who would like to come in to
talk about that
>> I I can say a word
>> yes please
>> no survey planning will ever be capable
capable of providing for all the
unforeseen demands. All services are
planned to meet some target objectives
in terms of disagregation.
But there are always new emerging needs
that people when when they see the data,
oh I would like to disagregate this by
and then the questions appear. So this
is not covered in the handbook. Uh it
may become a chapter later on. But
there's a wealth of literature on
modeling approaches and data integration
approaches that enable service to be
useful for some small area applications.
There's a wealth of literature including
um um uh live uh material provided on a
wiki site that the inter secretariat
group sponsored on training for small
air estimation. So I encourage you
William and colleagues to look for these
materials and for many applications they
might help you solve or address the the
demand that you have. In some other
cases unfortunately you'll have to make
a business case for a new survey that
actually delivers to your target um uh
domains. Unfortunately,
no survey can anticipate all uh demands
for disagregation
um that may come up sometimes later.
>> Thank you. I'll just invite one one um
colleague to respond in one minute the
question about AI. I know it's going to
come out. How can countries benefit from
AI in service without allowing
automation to silently redefine what
data quality means? It's a great
question.
>> Anybody volunteer?
>> I don't think we have time to go in
detail here, but I'll say that the
handbook addresses this question. So
throughout the um the chapters on
questionnaire design, data processing,
data quality control, using machine
learning to identify outliers and
suspicious cases all the way through
through to dissemination. So there's
lots to look at in the handbook and we
look forward to hearing more country
case studies and examples on that. So
great question.
>> I'm I'm just going to add one sentence.
These kinds of challenges are the reason
for which the handbook starts with uh a
focus on the frameworks that can help
you figure out uh what you need to focus
on in terms of quality. So as new
technologies emerge, those same
fundamentals are there to guide you. A
and that's why that's the starting point
in chapter 1, the very first section is
talking about these frameworks that can
guide us through new and interesting
challenges. Um but but also through sort
of the the everyday discussions that we
need as well.
>> Thank you. Thank you both Charles and
San. Now uh let me turn the floor to my
co-chair Talip
who will
give us um a closing remarks and and on
the next steps.
Hi Talib.
If you're speaking, you're on mute.
Actually, your microphone is mute is on
mute.
Sorry, just a second. Let me see who is
Hey, are you there?
Yes. Now your max on. Do you want to
come in?
We Yes, we cannot hear you. Sorry.
Uhhuh.
Try again.
>> Can you hear me now?
>> Yes. Perfect.
>> Okay. Excellent. Okay. Sorry. Sorry
about that. I'm not I'm not sure what's
what's happening, but
okay. Uh so I'm going to uh I'm going to
try my best uh to to come after an
illustrious set of presenters for the
past 90 minutes uh and and to tell you
something different about the handbook
that that you have not you've not heard
before. So I'm one of the co-chairs for
the intersectary working group on
household surveys and I manage the
survey unit uh at the at the World Bank.
So thanks once again to the presenters
for uh taking us through the uh the
structure and the substance of the new
handbook. I think the the handbook that
you've heard about today uh is really
the product of this deliberate
collaboration that brought together
NSOS, international agencies, academia
and and then practitioners uh towards
one shared goal uh which was to make
surveys of household individuals fit for
today's realities and I think tomorrow's
demands. So when we when the work on
this handbook commenced uh it became I
think very clear early on that we had to
confront uh the changing survey
landscape. So uh obviously we're facing
cascading crises, new data sources,
evolving methods uh and and really an
imperative to better reflect
marginalized populations in in how we
design and implement uh surveys and I
think this objective overall guided the
work over the past uh two years. So what
are the unique contributions of this
handbook? I think after you know all
you've heard um uh today. So I think
from the vantage point of the
intersegregated working group on
household surveys the the handbook does
three things that matter quite uh
consequentially for the next decade of
official statistics. So the first uh the
the handbook reenters the discussion on
quality and credibility of of surveys uh
in a much more complex data ecosystem
than 40 years ago when the first edition
was created. Uh so in this uh we we
treat surveys not as standalone
exercises but as part of a broader
system emphasizing integration and and
really the practical steps uh needed to
produce high quality survey data. Second
the uh handbook as you've heard uh from
many presenters advocates for
inclusivity as a design requirement not
an afterthought. So uh so that who's
heard uh as part of our surveys keeps
pace with uh with is with with what is
measured. Um and third uh the handbook
is meant to be a living global public
good. So my invitation for all of the
official statisticians and and survey
practitioners uh attending today's call
and that will be following uh the series
of webinars over the next few months is
very simple. uh you use this uh teach
with it or pilot it, stress test it in
in real operational constraints and uh
and then help us improve it. And I think
the draft explicitly calls for feedback
and continued consultation. And this is
a space that uh will will continue to uh
push for uh to make sure that um the
applications of the handbook can help uh
with its uh continued improvement. uh
and if we do that together the I think
the handbook will not just uh describe
best practices uh or just live as a book
on a shelf or you know hard drives but I
think steadily promote the adoption and
the use of these best practices. So
thank you again to all of the authors,
to the reviewers, to the partners, the
thank you know just uh a number of
contributors that I think Charles also
has taken us through at the very
beginning and and really uh for everyone
being here to to carry this uh into
adoption and and real world
applications. So thanks again and back
to you Howie.
>> Thank you so much Alip. Um um now thank
you everybody. Thanks to all the
audience. Thank you for participating in
this 1 hour and a half 1 hour and 35
minutes present webinar. Um so this
draft handbook is submitted has been
submitted to the final draft to the
commission for adoption. So if your
countries are coming to the commission,
please uh raise your hand and support
this in Denver during the commission. So
it's under agenda item 3K.
Uh most likely it'll be out Wednesday
the four the 3rd of no the 4th of March.
Um
and we invite you to follow us
continuously and our work. If you're
interested in supporting our work
financially technically please reach out
to us. Um like to thank my colleagues
who have been putting so much work in
the past two years. Um
let's continue.
Thank you. Thank you.
>> Thank you.
>> Thanks everyone. See you later.
>> Thanks everyone.
>> Thank you. Thanks everyone.
Ask follow-up questions or revisit key timestamps.
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.
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