This is the initial task that follows directly from the research proposal. The proposal usually specifies the project as a whole, which has to be broken into specific activities. One output from this planning step is the protocol for each activity. Stages in this step include identifying the research objectives and hence determining, or confirming the approaches to be used for the activity. This step also includes planning the rest of the data flow, including the strategies and responsibilities for data entry, organisation, storage and dissemination.

Data Management

We start with some data management guidelines and also include here a template (in English and French) for a typical Data Management protocol which you can adjust to your own needs.

Research Protocols

Next we consider writing the research protocol and the guides here give the statistical perspective of this task. The first guide is available in both English and Spanish.

Combining Quantitative & Qualitative Survey Methods

The series of Case Studies and Theme Papers that follow are outputs from a DFID-funded Natural Resources Systems Programme titled Methodological Framework Integrating Qualitative and Quantitative Approaches for Socio-economic Work. This was a collaborative project between the Natural Resources Institute and the Statistical Services Centre.

Case Studies

  • Case study 1: Larger Grain Borer Coping Stragies Project
  • Case study 2: Computerising and analysing qualitative information from a study concerning activity diaries
  • Case study 3: Generalising results from matrices of scores
  • Case study 4: On-going evaluation of FRP project: Sustainable management of Miombo woodland by local communities in Malawi
  • Case study 5: The use of statistics in participatory technology development - the case of seasonal feed scarcity for goats in semi-arid India
  • Case study 6: Wealth ranking study of villages in peri-urban areas of Kumasi, Ghana

Theme Papers

  • Theme paper 1: Participation and the Qualitative-Quantitative Spectrum
  • Theme paper 2: Sampling and Qualitative Research
  • Theme paper 3: Analysis approaches to participatory work involving ranks and scores
  • Theme paper 4: Converting ranks and scores for an ad-hoc assessment of methods of communication available to farmers
  • Theme paper 5: Comparing changes in farmer perception over time
  • Theme paper 6: Quantifying and combining causal diagrams


Last updated: 1 May, 2012