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Glossary


Moving And Using Information In Your Organization
Charting Information Flow in a Community-Based Family Planning Program
Collecting Information
Improving Data Collection Instruments
Using Non-Routine Information to Make Decisions
How to ...
Chart information flow
Improve routine information collection
Conduct a local rapid assessment for quality of care




Moving And Using Information In Your Organization


Determining how information will be obtained and reported

All the administrative and professional staff in your family planning program will need to use information to make better decisions. Once you have decided the kind of information each person or unit needs, you must determine the most efficient way to obtain and report information. The movement of information within your organization is called information flow.

Information flow depends on several factors:

  • Who needs the information. Detailed information on the project bank account should go to the finance manager.
  • How the information is used. The program director may need to combine clinical and financial data to assess the cost-effectiveness of the services provided at different clinics.
  • What level of detail is needed. The family planning provider may need very detailed information on the status of each client.
  • What format should be used to present the information (tables, charts, reports). The regional program director may require tables summarizing information on continuing users by district, in order to compare family planning coverage among providers in his region.

As information moves from one user to another, the amount of detail provided and the format in which the information is presented will change. These changes in detail and format (words, numerical tables, charts, or graphs) should correspond to the needs of the user and the level at which the information will be used.

How to ...

Chart information flow

To ensure that the information is moving as needed, you can prepare an information flow table. This table shows the staff who will need to use the information, how the information will be used by each staff member, how detailed the information needs to be, and what reporting needs to be done with the information you plan to collect.

This table will help you to verify whether the information is circulating appropriately, to discover what information flow problems exist, and to decide what to do to improve the situation. You can continually update this table to see how your information flow changes as the program evolves and information needs change. In the following example, the information flow chart has been filled out for a community-based distribution program.

Charting Information Flow in a Community-Based Family Planning Program

IndicatorUsersWays information is usedLevel of detail neededReporting requirements
Input

Ratio of CBD workers to target population
CBD Worker To plan the schedule of monthly visits. Identification of individuals in target population and number of times seen. Report to CBD supervisor on the number of visits per individual in target population.
CBD Supervisor To plan support visits and determine contraceptive supply for each CBD worker. Number in target population becoming clients.
Area Manager To decide on the appropriate CBD worker/ population ratio to ensure effective generation of demand and user supply follow-up. Number in target population per CBD worker and number of contacts per CBD worker per month. Report to program manager on the average number of individuals in target population per CBD worker.
Process

Rate of CBD worker contacts with target population per month
CBD Supervisor To monitor the activity of CBD workers and determine what support to provide. Number of CBD worker contacts with target population per month per CBD worker, and content of each contact. Supervisors report the percentage of CBD workers meeting the criteria established for contacts.
Output

Average number of new clients per CBD worker
CBD Supervisor To determine if target population is being reached through program strategy. Number of new clients per month by method. Number of new clients per month being supplied by CBD workers. Supervisors report the percentage of the target population accepting contraceptives; program managers report the percentage of the contraceptive prevalence objectives being reached.
Area Manager To set new objectives. Areas where number of new clients is approaching target.
Result

Percentage of continuing users in the target population
CBD Supervisor To determine which CBD workers require more intensive supervision and support. Percentage of new clients becoming continuing users per CBD worker. Reports data on CBD workers, new clients, continuing users, and methods to area managers.
Area Manager To determine the contraceptive requirements of the area. Method preferences by new client and continuing user. Reports contraceptive requirements, based on use and trends, to program director.
Program Director To determine whether the CBD strategy is cost- effective, and to plan incentive budget for new program year. Percentage of target population becoming continuing users through CBD program Reports on attainment of objective to political authorities and donors.
Impact

Percentage of women achieving the desired total fertility rate
Program Director To determine new objectives for long-term planning. Percentage of population revising their norms of family size. Percentage of population deciding on smaller family sizes. Percentage of continuing users with smaller family size goals Reports on achievement of population policy objectives to political authorities and donors.

End of How to ...




Collecting Information


Selecting instruments for collecting data

After you have selected the appropriate indicators, identified the sources of information, and considered how the information will flow among your staff, you are ready to review the instruments and procedures for collecting data. A great deal of effort often goes into routine information collection, so it is important to ensure that the information is easy to collect and use.

Routine data are obtained from different sources using different types of data collection instruments. The types of instruments required will depend on the information you need to collect.

Common types of service-related data collection instruments include:

  • Individual client record;
  • Clinic contraceptive service register;
  • Village contraceptive distribution register;
  • Contraceptive service delivery register for private providers;
  • Client log of family planning clinics;
  • Registration and mapping of potential family planning users.

In addition, a family planning program requires administrative data, which can be collected using the following instruments:

  • Contraceptive inventory form;
  • Record of a supervisory session.

All data collection instruments should be thought of as a package of inter-related tools that help managers to obtain the information that they need in order to make good management decisions.

Tools and Techniques - Common Routine Data Collection Instrument and Their Uses

How to ...

Improve routine information collection

Examine the records, registers, and forms to see if they supply the information you need. Identify the forms that need improvement. If you can make changes to any of these forms, involve your staff in deciding how to improve the record, register, or form.

If you need to create a new record, register, or form, make sure that the design of the form makes it easy to record and tabulate the information accurately. Many records and forms tend to compress a great deal of information on one sheet of paper. The result is often illegible. If data collection instruments are illegible, the information will be ignored because staff are too busy to interpret the writing on the page. Time is wasted in filling out the form, and information is wasted because the forms are unreadable.

The table below, Improving Data Collection Instruments, identifies some common problems in data collection, the source of those problems, and how to eliminate them.

Improving Data Collection Instruments

Kinds of problemsSources of problemsEliminating problems
Errors in recording
  • Too many data items on a single page.
  • Data items unclearly labeled.
  • No instructions for data entry.
  • Data need to be re-copied several times on different forms.
  • Limit number of data items per page. Use checklists wherever possible.
  • Label data items in large letters.
  • Provide instructions for each data entry.
  • Use carbons if re-copying is necessary.
  • Errors in deciphering
  • Entries are illegible.
  • Data entries are abbreviated are abbreviated because of insufficient entry space.
  • Use checklist to avoid illegible handwriting.
  • Leave sufficient space to avoid abbreviations.
  • Errors in tabulating
  • Columns are too long.
  • Too many columns on a single page.
  • Add summary lines in long columns.
  • Limit number of columns to five columns per page.
  • Add a sheet for page summaries.
  • End of How to ...



    Working with forms and records you cannot modify

    When records, registers, and forms cannot be modified right away, make the best of the forms that you have by aiming for accuracy, legibility, and ease of tabulation.

    After you have identified the key indicators you wish to use, you may find that all the information in the current forms and registers is useful now that you know how and why to use it. If the instruments provide more information than is necessary, prepare a supplementary tabulation sheet to obtain daily summaries of the information you require. Daily summaries will ensure that you have access to the key indicator information as it is needed.


    Instructions for data collection

    When all data collection instruments are in final form, it is advisable to prepare a short manual on how to use each instrument. The manual should describe who should fill out the forms and how often and under what circumstances they need to be filled out, and it should provide detailed instructions on how the forms should be filled out. In addition, the manual should describe the reporting format and indicate how frequently and to whom the report should be sent. The manual should also indicate examples of how the information could be used.

    Example from Indonesia - Data Colection Forms

    Using Non-Routine Information to Make Decisions


    Collecting non-routine information

    Sometimes managers will need information that is not available from the records, registers, or forms that are used routinely. Examples of non-routine information include special characteristics of clients and providers and the way family planning services are delivered. Special survey and research methods can be used to obtain this type of information. These methods may involve added expense and may require specialists to design and carry them out.

    Your role as family planning manager is to identify times that you need additional information and to contact an expert to help you design and conduct these special investigations. You should ensure that both you and your staff are involved in the design and implementation of these special investigations, as well as in the analysis and interpretation of the results.

    Tools and Techniques - Non-Routine Information for Decision-Making

    How to ...

    Conduct a local rapid assessment for quality of care

    A local rapid assessment (LRA) is designed to provide information easily and quickly for planning and supervisory purposes. An LRA for quality of care will help you to assess the quality of care that is provided at the clinic level. The LRA presented here has three components:

    1. A specific quality assessment of family planning services that is used to compare different clinics in an area or program.
    2. A rapid site assessment that provides information on the quality of the services provided at that site.
    3. An organizational assessment that looks at the organization's policies and procedures to see whether they promote high-quality, client-responsive family planning services.

    Any assessment of quality would be incomplete, however, if it did not take into account the clients' perception of the services. Community-based surveys, which can be done outside the clinic by surveying a sample of women in the community or through "exit interviews" of women attending the clinic, are powerful additional tools for quality of care assessment.

    A client-based community survey would address such questions as:

    • Where did the client go for family planning services?
    • Why did the client choose this location to obtain services?
    • Why did the client discontinue family planning services?
    • Was the client satisfied with the services she or he received?

    End of How to ...


    Tools and Techniques - Rapid Assessment Of The Quality And Care At Clinics


    Glossary
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