Att 10 - Observational Assessment Guide

Attachment 10

Observational Assessment Guide

Observational Assessment Guide

Site Name ­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­________________________ Site Visitor Initials _________

Date ___________

CRCCP Case Studies: Site Visit Field Notes/Observation Form

Purpose:

• To note any changes in the standard site visit process or methods which could influence the quality or quantity of the data that the site visitors sought to collect.

• To document the use of any emergency or fall back plans that may have been used to deal with these unexpected changes to the site visit process or methods.

• To note any anomalous findings that seemed unusual or out of the ordinary.

• To describe overall impressions of the site visit including how site visitors were received by the on-site contact and how, in general, the site visit progressed.

• To describe nuances, innovations, etc. not captured in the interview guide.

Check all that apply below. For those boxes checked, number and explain the circumstances and your responses/actions on the following page (attach extra pages as needed).

• 1. Changes in scheduled respondents (i.e. substitutions were made for a position or perspective)

• 2. Certain respondents were inappropriate.

• 3. Certain respondents were unavailable.

• 4. Certain findings seemed odd or anomalous (e.g. certain respondents “had an axe to grind” or had a specific agenda to get across in their interviews, etc.)

• 5. Any miscommunications or misunderstandings (e.g. between the on-site contact and the respondents/interviews, between Macro and the on-site contact, etc.)

• 6. Other issues important to note.

For boxes checked on the first page, number and explain circumstances and your responses/actions taken.

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Describe your overall impressions of the site visit and how, in general, this site visit progressed.

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Describe any outstanding issues requiring follow up.

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Describe any nuances or innovations that cannot be captured via the interview guide.

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