Reporting Information
How to ...
Analyze data
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Reporting InformationAfter you have charted the information needs and information flow in your organization, you need to develop an operational plan so that the information gets to the appropriate staff members in a form they can use. Your management information system needs to incorporate methods for:
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Summarizing data |
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Data in records, registers, and forms are extremely difficult to use in themselves. Data in client records will tell the provider what she or he needs to know about the individual client, but program managers will need a summary of this data to be able to make decisions concerning the client population as a whole rather than individual clients. Registers with long columns of data usually are not useful unless the individual items are synthesized into one or two numerical measures that provide information on the program indicator being studied. The ability to summarize data is extremely important. The first steps in summarizing data are known as tabulations, which means adding numbers and using the tools to calculate percentages and averages. A high level of accuracy is required, and those who are responsible for this task need to have basic arithmetic skills. Since poorly designed records, registers, and forms can lead to mistakes, it is important, as noted before, to make sure that the data collection instruments help rather than interfere with the process of tabulating the data. |
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Analyzing data |
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Tabulations of data present the first step in analyzing data. Totals, percentages, and averages usually give you basic information for your indicator measures. In many cases these summaries may be all you need to make decisions. Often totals, percentages, and averages provide sufficient information about the performance and operation of individual sites in a clinic-based program, a community-based distribution program, or a specific component of a program such as information, education, and communication. However, as a manager of a family planning program that covers a variety of sites for several types of program activities, you may need to examine the results from other perspectives in order to get the kind of information which will help in interpreting the meaning of the indicators and in making decision. |
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Different types of data processing |
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After tabulations, the main types of data processing are aggregation, disaggregation, and projection. These methods involve a variety of sorting techniques and mathematical skills. Small projects with few service delivery sites may be able to conduct these analyses manually. Larger projects may requires some professional assistance or the help of a computer to do the analyses. At the very least, family planning managers should always aggregate, or combine, the data if there is more than one site where activities are taking place, in order to get an overview of the program. In aggregating the summarized data from different sites, you need to:
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| Processing method | What you do to the data | Where the data come from | How you get the information | How the information is presented | What you can do with the information |
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| Tabulating | Add up the checks in each column of the register | Client records, registers, surveys. | Take totals and percentages for each item in the register or survey for a given time period. | In tables, bar graphs, or pie charts. | Compare different members of the same category, such as new clients and continuing users, or use of different contraceptives. |
| Cross- tabulating | Choose two different data items to see how they are related. | Client records, registers, surveys. | Break down different items in relation to another item in the client record, register, or survey. | In special two-by-two tables in which one item is the independent variable and the other is the dependent variable. | Compare different categories of data such as age of users and methods used. |
| Aggregating | Sum up individual units to get an overall picture of a target area. | Totals from villages, family planning clinics, or family planning providers. | Take the totals on different items from each unit and add them together to get totals for a larger area. | In tables, bar graphs, or pie charts. | Compare total situation with program targets. |
| Disaggregating | Break down total situation into units. | Summary forms. | Take subtotals of particular items for specific subgroups of the population. | In tables, bar graphs, or pie charts. | Examine differences between subgroups based on age, socio-economic status, or geographical area. |
| Projecting | Forecast how major indicators will change over time. | Client records, registers, surveys. | Calculate rates of change in specific items during a given period in the past, and examine the impact of these rates over a given period of time in the future. | In bar or line graphs. | Predict what the project outcomes will be if the situation remains unchanged and if rates are changed. |
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Every time you tabulate or analyze information for your own or someone else's use, you are preparing a report. You have to plan your reporting method carefully so that the information is easily understandable and clearly relates to program performance or operational indicators. Carefully planning the tabulation and aggregation of data from the different project activities is the first step in preparing appropriate and useful reports.
In general, plan every report carefully. Using the checklist presented below will ensure that the major characteristics of a good report are present.
When you prepare reports, try to use charts and graphs to present the most important information. Charts and graphs can make the information easier to understand, especially when looking at changes that occur over time (such as with the contraceptive prevalence rate) or when making a comparison, such as the use of various contraceptive methods or the acceptance of family planning among different target groups.
Being able to understand the information easily has important benefits:
Reports constitute the memory of the program and the organization, so you need to make sure that everyone in your organization has easy access to them.
No reporting is complete without feedback. By letting the staff know how well the reporting has been done and how useful the information is, the manager shows appreciation of the effort which the staff have made to collect and present the information. Feedback also demonstrates the value and importance of the reports to the manager. It is one of a manager's most powerful tools for motivating staff. For example, reports can be circulated in a newsletter that presents comparisons of performance or operational achievements of the different sites in a family planning program. This newsletter can be used to motivate staff to improve their work or to maintain performance levels.
Feedback is the way to have the management information system provide complete, timely, and accurate information for decision making. The MIS will work best if all staff members are involved in its development, if everyone is clear about its objectives, and if everyone knows that the information is being used. You, as the manager, as well as every supervisor who receives a report, must recognize the effort of the family planning workers who maintain the information system by regularly acknowledging the effort they put into this task and by providing professional assessments of the results of these efforts.
Feedback is best when it is done systematically. It is of critical importance to come full circle in the reporting process. This means that the manager must check that appropriate decisions or actions have been made based on the information provided.
Has information been reported on all the key indicators?
Have all gaps or insufficiencies been identified?
Is the information in the reports accurate and reliable?
Have the data been interpreted and have the conclusions been included in the report?
Does the report indicate decisions or actions that have been taken based on the reported information?
As the family planning program evolves over time, you as the manger will have to revise the performance and operational indicators and modify the data collection instruments. If you can make changes in light of the following principle, your management information system will continue to meet your needs: Make sure you have a reason for collecting each item of information, and make sure the information you collect is up-to-date, reliable, and accurate.