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Election Situation Room
Professional Development Training
AfRO
Welcome
DAY 5
ESR data
management and
evaluation methods
3© 2016
DAY 5
5.1.1 ESR data collection methods
• What is data?
• What are some of the useful data collected for an ESR?
• Name 5 tools used for data collection during an ESR.
• What are the advantages and disadvantages of each of these
methods?
The quality of the data collected in an ESR affects
the integrity of the whole project.
4© 2016
DAY 5
5.1.2 ESR data collection methods
Consider your answers to ESR Workbook 5.1.2 in terms of the
following:
Speed Verifiability Reliability Storage and
convenience of
retrieval
Safety and
security
5© 2016
DAY 5
5.1.3 ESR data collection methods
Quantitative methods help to answer questions such as
who, how much and how many.
Qualitative methods help to answer questions such as
how and why.
The choice of a data collection tool must depend on a specific
national context (politics and the availability of infrastructure).
6© 2016
DAY 5
5.2.1 ESR data transmission modalities
The reliability of the means to send data
from field observers to the technical
chamber is a lifeline to an ESR
List all the current means of sharing information
7© 2016
DAY 5
5.2.2 ESR data transmission
Group work
Argue in favour of one of the following data transmission mechanisms
as the best:
Group 1: Courier (paper form)
Group 2: Fixed telephone
Group 3: Mobile phone
Group 4: Email
Group 5: Social media
8© 2016
DAY 5
5.3 Functionalities of OpenESR
• List the various data collection methods.
• Explain why OpenESR is useful.
• Explain how OpenESR works.
• Explain the steps of processing data in OpenESR.
• List the different types of reports generated by OpenESR.
• Explain the most common errors in processing of data in OpenESR and
how to avoid them.
• Interpret data obtained from OpenESR.
Discuss the following questions after watching a
demo of OpenESR:
9© 2016
DAY 5
5.4 ESR case studies
• Nigeria ESR: management of diversity
• Senegal RESOCIT: multi-stakeholder synergy
• Mali APEM: sustainability in CSO engagement
• Malawi ESR: a multi-electoral event strategy
Make a note of all the activities in the case studies, using an ESR
Cycle approach.
Read cases/watch video, and explain how the
following happened:
10© 2016
DAY 5
5.5.1 ESR evaluation methods
It is crucial to regularly analyze the internal functioning of the
ESR for various reasons, including the following:
Monitoring
activities
Monitor the
effectiveness of the
solutions
Preferred strategic
solutions
Preventative
purposes
Identify critical issues
timeously (before these
issues become more
serious problems)
11© 2016
DAY 5
5.5.2 ESR evaluation methods
Group work
Group 1: Develop an internal evaluation form for an
assessment of the progress of an ESR initiative.
Group 2: Develop an interview guide for an external
assessment of an ESR initiative.
12© 2016
DAY 5
5.5.3 ESR evaluation methods
13© 2016
DAY 5
5.5.4 ESR evaluation methods
Output/
Activity to be
realised
Time
frame
Responsible
person/
agency
Expected
output/
results
Actual
output/
results
Degree of
variance
Reasons for
variance
Remedial
action taken/
to be taken
A simple monitoring plan/schedule
14© 2016
DAY 5
5.6. Simulation debriefing
• What were the provisions made for managing relations with stakeholders?
• What were the strategies in building a sustainable synergy among CSOs?
• What were the preparative activities for building a coalition of CSOs to
participate in an ESR?
• What is the nature of partnership formalization for better ESR coordination?
• What are some of the advocacy strategies?
• What are some of the data management techniques?
• What would ESR partners do in a worst case scenario?
• Is a clear communication strategy part of the plan of operation?
• What were the activity evaluation methods?
• What were the key tasks for the implementation of the ESR?
15© 2016
DAY 5
5.7. ESR accreditation process
ESR course Certificate awarded
ESR Modular Course Certificate of Participation
ESR Facilitator Course Certificate of Semi-Accreditation
ESR Fieldwork after Semi-Accreditation Certificate of Full-Accreditation
ESR Fieldwork + Full Accreditation ESR Expert
16© 2016
DAY 5
5.8. Overview of ESR thematic areas
Fundamental
concepts &
elements in
election
Planning &
preparation for an
ESR
Implementation
design of ESR
Dynamics in
an ESR
ESR data
management and
evaluation methods
DAY 1 DAY 2 DAY 3 DAY 4 DAY 5

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DAY 5: ESRsimulationand evaluation methods

  • 1. Election Situation Room Professional Development Training AfRO Welcome
  • 2. DAY 5 ESR data management and evaluation methods
  • 3. 3© 2016 DAY 5 5.1.1 ESR data collection methods • What is data? • What are some of the useful data collected for an ESR? • Name 5 tools used for data collection during an ESR. • What are the advantages and disadvantages of each of these methods? The quality of the data collected in an ESR affects the integrity of the whole project.
  • 4. 4© 2016 DAY 5 5.1.2 ESR data collection methods Consider your answers to ESR Workbook 5.1.2 in terms of the following: Speed Verifiability Reliability Storage and convenience of retrieval Safety and security
  • 5. 5© 2016 DAY 5 5.1.3 ESR data collection methods Quantitative methods help to answer questions such as who, how much and how many. Qualitative methods help to answer questions such as how and why. The choice of a data collection tool must depend on a specific national context (politics and the availability of infrastructure).
  • 6. 6© 2016 DAY 5 5.2.1 ESR data transmission modalities The reliability of the means to send data from field observers to the technical chamber is a lifeline to an ESR List all the current means of sharing information
  • 7. 7© 2016 DAY 5 5.2.2 ESR data transmission Group work Argue in favour of one of the following data transmission mechanisms as the best: Group 1: Courier (paper form) Group 2: Fixed telephone Group 3: Mobile phone Group 4: Email Group 5: Social media
  • 8. 8© 2016 DAY 5 5.3 Functionalities of OpenESR • List the various data collection methods. • Explain why OpenESR is useful. • Explain how OpenESR works. • Explain the steps of processing data in OpenESR. • List the different types of reports generated by OpenESR. • Explain the most common errors in processing of data in OpenESR and how to avoid them. • Interpret data obtained from OpenESR. Discuss the following questions after watching a demo of OpenESR:
  • 9. 9© 2016 DAY 5 5.4 ESR case studies • Nigeria ESR: management of diversity • Senegal RESOCIT: multi-stakeholder synergy • Mali APEM: sustainability in CSO engagement • Malawi ESR: a multi-electoral event strategy Make a note of all the activities in the case studies, using an ESR Cycle approach. Read cases/watch video, and explain how the following happened:
  • 10. 10© 2016 DAY 5 5.5.1 ESR evaluation methods It is crucial to regularly analyze the internal functioning of the ESR for various reasons, including the following: Monitoring activities Monitor the effectiveness of the solutions Preferred strategic solutions Preventative purposes Identify critical issues timeously (before these issues become more serious problems)
  • 11. 11© 2016 DAY 5 5.5.2 ESR evaluation methods Group work Group 1: Develop an internal evaluation form for an assessment of the progress of an ESR initiative. Group 2: Develop an interview guide for an external assessment of an ESR initiative.
  • 12. 12© 2016 DAY 5 5.5.3 ESR evaluation methods
  • 13. 13© 2016 DAY 5 5.5.4 ESR evaluation methods Output/ Activity to be realised Time frame Responsible person/ agency Expected output/ results Actual output/ results Degree of variance Reasons for variance Remedial action taken/ to be taken A simple monitoring plan/schedule
  • 14. 14© 2016 DAY 5 5.6. Simulation debriefing • What were the provisions made for managing relations with stakeholders? • What were the strategies in building a sustainable synergy among CSOs? • What were the preparative activities for building a coalition of CSOs to participate in an ESR? • What is the nature of partnership formalization for better ESR coordination? • What are some of the advocacy strategies? • What are some of the data management techniques? • What would ESR partners do in a worst case scenario? • Is a clear communication strategy part of the plan of operation? • What were the activity evaluation methods? • What were the key tasks for the implementation of the ESR?
  • 15. 15© 2016 DAY 5 5.7. ESR accreditation process ESR course Certificate awarded ESR Modular Course Certificate of Participation ESR Facilitator Course Certificate of Semi-Accreditation ESR Fieldwork after Semi-Accreditation Certificate of Full-Accreditation ESR Fieldwork + Full Accreditation ESR Expert
  • 16. 16© 2016 DAY 5 5.8. Overview of ESR thematic areas Fundamental concepts & elements in election Planning & preparation for an ESR Implementation design of ESR Dynamics in an ESR ESR data management and evaluation methods DAY 1 DAY 2 DAY 3 DAY 4 DAY 5