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Data Quality in Remote
     Monitoring
  A comparative analysis of
  experiences in Somalia and
  Eastern Burma

Mona Fetouh (Co-Author and Presenter), Christian Balslev-Olesen (Co-Author), and Volker Hüls (Co-
                                            Author)
Remote Monitoring
   Humanitarian space restricted in many situations; risks
    have increased
   Both delivery and monitoring of programmes affected
   Remote monitoring and cross-border approaches
    required in a number of countries in recent years
   Increased reliance on local actors
   Reduced ability to collect and verify information
   Often results in compromises on data quantity & quality
   Although remote management is increasingly common,
    evidence on best practice is still emerging
Comparable Contexts
   Somalia
     Classic remote management situation
     Difficulty of access due to insecurity, heavy reliance on
      national civil society (NGOs, communities) for aid delivery
      (still largely managed from neighbouring Kenya)
     Risk to external monitors; monitoring relies heavily on local
      partners – risk of bias

   Eastern Burma
     Hard to impossible to access from capital due to
      government restrictions and long-running conflicts
      between ethnic groups in the East and the government
     Heavy reliance on civil society (LNGOs, communities) for
      aid delivery that is managed from neighbouring Thailand
     Little to no access for INGO staff, including national staff
     Risk to external monitors, monitoring relies heavily on local
      partners – risk of bias
Different Data Environments (1)
   Somalia:
     Main   concern is availability of data.
     Little opportunity to collect data regularly,
      even for local partners
     Local partners have varied capacity to
      produce quality data, severe education gap
      results in overall low staff capacity
     Focus of strengthening objective monitoring
      was through investment in independent
      systems (―third party verification‖).
Different Data Environments (2)
   Eastern Burma:
     Main concern is management and quality of data
     Data are abundant, both monitoring data and surveys
     Local partner capacity is varied but good – strong
      ethnic and professional exchange with Thai border
      area; better access to education
     Information remains in technical silos; local NGOs are
      largely confined to ethnic areas; access opportunities
      are often limited to a particular sector.
     Few mechanisms for independent verification/
      triangulation of data.
     Focus of strengthening objective monitoring was on
      the quality and verification of information
     Access is improving due to ceasefire agreements
Comparative Analysis
 Similar contexts require different
  approaches
 Presentation with details on
     Third party verification in Somalia
     Quality assurance of monitoring information in
      Eastern Burma
   Experiences presented are based on of
    work of UNICEF (Somalia) and International
    Rescue Committee and the Border
    Consortium (Thailand/Burma)
Somalia – Third Party Verification (1)
   First Level: Information from partners and
    networks
     Implementing  Partner Reports are main source of
      primary performance data
     Reviewed against:
        Previous track record of partner / confidence level
        Specific concerns about partner performance
        Reporting complete and realistic?
        Specific issues flagged in or apparent from
         requiring follow-up
     Comparison    to occasional information from staff
      contacts in the filed (email, telephone)
Somalia – Third Party Verification (2)
   Second Level: Third Party Verification
      Flagged issues are scheduled for third party
       monitoring
      3rd Party Systems use field monitors that are
           not affiliated with any implementing partner
           often outside of the aid business
     And therefore
        can move more freely with less risk
        are not as qualified to judge details of implementation
        used mostly for verification of easily obtainable information

     Third party monitors, are ‗blind‘ tasked to avoid
      fabrication of reports
     Were successfully tasked to track leakage of relief
      goods into markets, including quantities and pricing.
Somalia – Third Party Verification (3)
   Third Level: Follow up on concerns from Level 1 and 2
     Third party information is kept confidential and assessed for
      the risk level of a particular performance issue.
     Depending on risk level, issues are taken up with the
      partner:
           without revealing source
           e.g. dedicated open monitoring mission at next opportunity
   Main reasons for staggering:
     First level flags issues, but is in itself not sufficient for
      reliable data
     Second level is costly, and can be targeted to only flagged
      issues
     Third level is costly and not timely, and should only be used
      with knowledge of problems
   Low-level third party networks have worked well in
    Somalia for other purposes, e.g. for food price monitoring
Eastern Burma – Strengthening
Monitoring Quality (1)
   Correlating data in geographical information
    systems
     Main  limitation to data correlation / triangulation is
      sector-based systems (Health, Education, Relief
      information management systems)
     Sector IMS are basis for cross-sectoral GIS solution
        Platform maps service delivery data of all sectors to
         village location
        Allows analysis of performance data from all sectors
         per location
        Allows sectors to engage in cross-monitoring and
         data sharing
Eastern Burma – Strengthening
Monitoring Quality (2)
   Regular surveys are expanded in scope
    and feed into the information system
     Key  strength of the Eastern Burma
      programmes is history of conducting regular
      (sector) surveys.
     All partners are now supporting the expansion
      of the scope and the coverage of these
      surveys.
     Example: Annual Poverty Survey
Eastern Burma – Strengthening
Monitoring Quality (3)
   Increased linkages between implementing
    partners, and improved M&E capacity
     Effortsin recent years to connect local
      organizations across sector and ethnic group
     Discussion on cross-monitoring
     Comprehensive M&E training for local groups
     Improved community feedback/village
      monitoring (also used by Oxfam in Somalia
      and Tearfund in Afghanistan)
Eastern Burma – Strengthening
Monitoring Quality (4)
   Post-facto review of health centre
    logbooks and patient files
     Simple   but innovative example:
     Can be done remotely and is not time
      sensitive
     Reveals substantial information about quality
      of support and services
     Initiated by the IRC, and now being expanded
      to whole sector
     Variations conceivable for other sectors
Eastern Burma – Strengthening
Monitoring Quality (5)
   Increased use of photographic and video
    evidence of implementation
     Where   possible, local NGOs use
        photography
        video

      to document their work.
     Use of video started with success by one local
      NGO
     Provides better representation e.g. of
      trainings and public awareness activities.
Lessons learned, and looking towards
the future
   Similar contexts, different data environments
   Good examples of when similar contexts warrant
    different approaches
   Both contexts are changing rapidly – more access in
    Somalia, political reforms in Burma
   Improved monitoring systems instill long-term effects
    to adapt to these changes—stronger information,
    increased local capacity
   Changes in Somalia may make Eastern Burma
    lessons applicable in near future
   Experience in Somalia valuable for similar situations
    elsewhere, e.g. Syria
Thank you!
For further questions:

Mona Fetouh - fetouh@un.org
Volker Hüls - volker@makingaidwork.com
Christian Balslev Olesen -
 christianbalslev@gmail.com

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Data quality in remote monitoring (Mona Fetouh, UNOIOS)

  • 1. Data Quality in Remote Monitoring A comparative analysis of experiences in Somalia and Eastern Burma Mona Fetouh (Co-Author and Presenter), Christian Balslev-Olesen (Co-Author), and Volker Hüls (Co- Author)
  • 2. Remote Monitoring  Humanitarian space restricted in many situations; risks have increased  Both delivery and monitoring of programmes affected  Remote monitoring and cross-border approaches required in a number of countries in recent years  Increased reliance on local actors  Reduced ability to collect and verify information  Often results in compromises on data quantity & quality  Although remote management is increasingly common, evidence on best practice is still emerging
  • 3. Comparable Contexts  Somalia  Classic remote management situation  Difficulty of access due to insecurity, heavy reliance on national civil society (NGOs, communities) for aid delivery (still largely managed from neighbouring Kenya)  Risk to external monitors; monitoring relies heavily on local partners – risk of bias  Eastern Burma  Hard to impossible to access from capital due to government restrictions and long-running conflicts between ethnic groups in the East and the government  Heavy reliance on civil society (LNGOs, communities) for aid delivery that is managed from neighbouring Thailand  Little to no access for INGO staff, including national staff  Risk to external monitors, monitoring relies heavily on local partners – risk of bias
  • 4. Different Data Environments (1)  Somalia:  Main concern is availability of data.  Little opportunity to collect data regularly, even for local partners  Local partners have varied capacity to produce quality data, severe education gap results in overall low staff capacity  Focus of strengthening objective monitoring was through investment in independent systems (―third party verification‖).
  • 5. Different Data Environments (2)  Eastern Burma:  Main concern is management and quality of data  Data are abundant, both monitoring data and surveys  Local partner capacity is varied but good – strong ethnic and professional exchange with Thai border area; better access to education  Information remains in technical silos; local NGOs are largely confined to ethnic areas; access opportunities are often limited to a particular sector.  Few mechanisms for independent verification/ triangulation of data.  Focus of strengthening objective monitoring was on the quality and verification of information  Access is improving due to ceasefire agreements
  • 6. Comparative Analysis  Similar contexts require different approaches  Presentation with details on  Third party verification in Somalia  Quality assurance of monitoring information in Eastern Burma  Experiences presented are based on of work of UNICEF (Somalia) and International Rescue Committee and the Border Consortium (Thailand/Burma)
  • 7. Somalia – Third Party Verification (1)  First Level: Information from partners and networks  Implementing Partner Reports are main source of primary performance data  Reviewed against:  Previous track record of partner / confidence level  Specific concerns about partner performance  Reporting complete and realistic?  Specific issues flagged in or apparent from requiring follow-up  Comparison to occasional information from staff contacts in the filed (email, telephone)
  • 8. Somalia – Third Party Verification (2)  Second Level: Third Party Verification  Flagged issues are scheduled for third party monitoring  3rd Party Systems use field monitors that are  not affiliated with any implementing partner  often outside of the aid business  And therefore  can move more freely with less risk  are not as qualified to judge details of implementation  used mostly for verification of easily obtainable information  Third party monitors, are ‗blind‘ tasked to avoid fabrication of reports  Were successfully tasked to track leakage of relief goods into markets, including quantities and pricing.
  • 9. Somalia – Third Party Verification (3)  Third Level: Follow up on concerns from Level 1 and 2  Third party information is kept confidential and assessed for the risk level of a particular performance issue.  Depending on risk level, issues are taken up with the partner:  without revealing source  e.g. dedicated open monitoring mission at next opportunity  Main reasons for staggering:  First level flags issues, but is in itself not sufficient for reliable data  Second level is costly, and can be targeted to only flagged issues  Third level is costly and not timely, and should only be used with knowledge of problems  Low-level third party networks have worked well in Somalia for other purposes, e.g. for food price monitoring
  • 10. Eastern Burma – Strengthening Monitoring Quality (1)  Correlating data in geographical information systems  Main limitation to data correlation / triangulation is sector-based systems (Health, Education, Relief information management systems)  Sector IMS are basis for cross-sectoral GIS solution  Platform maps service delivery data of all sectors to village location  Allows analysis of performance data from all sectors per location  Allows sectors to engage in cross-monitoring and data sharing
  • 11. Eastern Burma – Strengthening Monitoring Quality (2)  Regular surveys are expanded in scope and feed into the information system  Key strength of the Eastern Burma programmes is history of conducting regular (sector) surveys.  All partners are now supporting the expansion of the scope and the coverage of these surveys.  Example: Annual Poverty Survey
  • 12. Eastern Burma – Strengthening Monitoring Quality (3)  Increased linkages between implementing partners, and improved M&E capacity  Effortsin recent years to connect local organizations across sector and ethnic group  Discussion on cross-monitoring  Comprehensive M&E training for local groups  Improved community feedback/village monitoring (also used by Oxfam in Somalia and Tearfund in Afghanistan)
  • 13. Eastern Burma – Strengthening Monitoring Quality (4)  Post-facto review of health centre logbooks and patient files  Simple but innovative example:  Can be done remotely and is not time sensitive  Reveals substantial information about quality of support and services  Initiated by the IRC, and now being expanded to whole sector  Variations conceivable for other sectors
  • 14. Eastern Burma – Strengthening Monitoring Quality (5)  Increased use of photographic and video evidence of implementation  Where possible, local NGOs use  photography  video to document their work.  Use of video started with success by one local NGO  Provides better representation e.g. of trainings and public awareness activities.
  • 15. Lessons learned, and looking towards the future  Similar contexts, different data environments  Good examples of when similar contexts warrant different approaches  Both contexts are changing rapidly – more access in Somalia, political reforms in Burma  Improved monitoring systems instill long-term effects to adapt to these changes—stronger information, increased local capacity  Changes in Somalia may make Eastern Burma lessons applicable in near future  Experience in Somalia valuable for similar situations elsewhere, e.g. Syria
  • 16. Thank you! For further questions: Mona Fetouh - fetouh@un.org Volker Hüls - volker@makingaidwork.com Christian Balslev Olesen - christianbalslev@gmail.com