Step 2: Perform Preliminary Analysis | Assessment to Action
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Step 2: Perform Preliminary Analysis. Before starting fieldwork, it's important for the team to take the time to do some higher-level thinking about what ...
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Phase1Plan
Step1:DraftScopeofWork
Step2:SelecttheAssessmentTeam
Step3:IdentifyandEngageStakeholders
Step4:FinalizeScopeofWork
Phase2Learn
Step1:CompleteDeskReview
Step2:PerformPreliminaryAnalysis
Step3:ConductFieldwork
Step4:DebriefKeyStakeholders
Phase3Analyze
Step1:AnalyzeData
Step2:FormulateFindingsandRecommendations
Step3:DraftReport
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Step1:DisseminateDraftReport
Step2:ValidateandPrioritize
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Beforestartingfieldwork,it’simportantfortheteamtotakethetimetodosomehigher-levelthinkingaboutwhatthedeskreviewhasrevealedtodateandthendocumentlearning,gaps,possibleopportunities,andteamrolesinafieldguide.
2.1PreliminaryAnalysisofAvailableInformation
Whilethisstepcouldbedoneindividuallybyteammembersandlaterconsolidated,werecommendconveningtheteamtojointlydiscussandagreeonthefollowing:
Whatisknown—Whatdoweknowaboutthecontext?Whathavewegleanedfromtheliterature?Andwhathasthesecondaryanalysisrevealed?
Emergingthemesandopportunities—Keepinginmindtheobjectivesoftheassessment,whattrendsandissuesareemerging?Doyouseeanyopportunitiesfortheprivatehealthsector?
Whatdoesthedeskreviewtellusaboutthegender-relatedbarriersandopportunitiesaffordedtowomenandmen?Hasthereviewuncoveredquantitativedatathatcallforqualitativeinformationtounderstandwhat’sdrivingquantitativedisparities?
Gapsandquestions—Whatremainstobediscovered,verified,andaddressedduringfieldwork?Whichteammembersarebestpositionedtogatherthisinformation?
TheoutputofthissessioncanbesummarizedinaWorddocumentorinaPowerPointpresentation,andshouldfocusonkeythemes.
2.2PreparingtheFieldGuide
Next,theteamcoordinatorleadsthepreparationofthefieldguide(sometimesreferredtoasa”zerodraft“),whichsummarizesthedatagatheredduringthedeskreviewandkeyissuesemergingfromtheteamdiscussion,andincludesadetailedoutlineofthereportwitheachsectionassignedtoaspecificteammember.Thefieldguidecouldtaketheformofadetailedmatrix,annotatedoutline,ordraftreport.Thekeyistoconsolidatewhatisknownabouttheprivatehealthsector,andidentifygapstoaddressduringthefieldresearch. Besuretohavetheproject’sgenderfocalpointorothergenderexpertreviewthefieldguidetoensureadequatepromptsongenderthroughout.
Allteammembersshouldreviewthefieldguidepriortoconductingfieldwork.Itiskeybecauseitprovidesabig-pictureviewoftheassessment,acommonvisionofwhoneedstodowhatduringthein-countryvisit,andasharedframeworkforthefinalreport.Thishelpstheteam:
Focusonconductingandprocessingkeyinformantinterviews.
Pinpointemergingissuesthatcanbeexploredbytailoringandaligningstakeholderinterviewquestions.
Coordinatework—whoisresponsibleforwhat?Howwillwecollectmissinginformation?(Etc.)
Preparefortheanalysisphase.
Startwritingthereport—thesummarycanbeusedtodevelopthebackgroundsectionandtheoutlineprovidesanexcellentoverviewofwhoisresponsibleforeachmodule.
TAKENOTE► Settingexpectationsanddeadlinesearlyonintheprocess,andschedulingateammeetingtoengageinhigher-levelthinkingpriortodeparture,canensuretimelypreparationwellinadvanceofthefieldwork.Advancepreparationiskeytoasuccessfulassessment!
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