RESEARCH & METRICS TOOLKIT

The PSI Research & Metrics Toolkit has been used to guide the design and analysis of research studies across the PSI world. The Toolkit assures the quality and comparability of studies, communicates best practices, and forms the basis of capacity building efforts aimed at PSI research managers in nearly 60 countries.

Annual Research Plan  
The annual research plan is a document produced by country researchers that summarizes the key strategic research activities for a given year.

APA Citation Style
This toolkit chapter is a guide to the use of American Psychological Association (APA) citation style, an
essential attribute of social science publications.

Equity Analysis: Computing the Concentration Index
As PSI’s mission is to measurably improve the health of poor and vulnerable people in the developing world, the Research & Metrics department developed the concentration index to assess how equitably health behaviors are practiced among priority audiences. This toolkit chapter explains how to calculate the concentration index.
*For more information, please see our presentation by the PSI Strategic Planning Group for Targeting the Poor and Vulnerable: The Concentration Index

Malaria Targeting   (NEW)
This chapter gives step-by-step instructions to PSI social marketers and researchers on what to do to obtain targeting DALYs for malaria prevention and treatment products. Find the malaria targeting questionnaire here.

Measuring Sexual Partnership Concurrency (draft)
Learn how PSI monitors levels and trends of sexual partnership concurrency. This chapter provides questions to include in TRaC questionnaires and explains the rationale underlying the development of these questions.

Performance Review: Behavioral Indicators
Learn to analyze behavioral data according to standard definitions and procedures to produce the behavioral component of PSI's Performance Review.

Sampling Hard-to-Reach Populations
This toolkit chapter explains cluster sampling, time-location sampling (TLS), and respondent-driven sampling (RDS), the three most widely used sampling strategies for quantitative studies with hard-to-reach populations.

Sampling Strategies
Learn to choose the most appropriate sampling strategy and to calculate the necessary sample size for your study.

Studies: MAP Phase I
Learn to design and implement a MAP phase I study, producing the indicators coverage and quality of coverage.

Studies: MAP Phase II
Learn to design and implement a MAP phase II study, integrating GIS technology to determine level of access to products and services.

Studies: MAP Study Design
PSI uses MAP studies to attain evidence of the coverage, quality, equity of access, and efficiency of social marketing product and service delivery systems. This toolkit chapter explains how to design an effective MAP study.

revised Studies: TRaC, Communications, and the Disability-Adjusted-Life-Year (DALY) Calculator
This toolkit chapter provides instructions on how to collect the necessary data to enable Research & Metrics to determine and attribute DALYs averted for the health impact of communications activities.

revised Studies: TRaC, Condom Sales, and the Disability-Adjusted-Life-Year (DALY) Calculator
This toolkit chapter provides step-by-step instructions to PSI social marketers and researchers on how to use TRaC surveys to generate the HIV risk profile of PSI condom users.

Studies: TRaC & the Dashboard to Decision Making Process
Dashboard to Decision Making is an easy-to-use process that allows social marketers to better understand and prioritize the key findings from TRaC and MAP dashboards. The process is helpful in making evidence-based programming decisions and to more strategically implement and monitor interventions.

Studies: TRaC Study Design
Learn to follow the backwards research process to design a TRaC Study that will produce relevant results for programmatic decision making.

Studies: TraC Summary Report Writing  
*COMING SOON. (Please see our Round One and Round Two samples on KIX)

Tools: PDAs for Data Collection   
This toolkit chapter describes how to implement the use of personal digital assistants for data collection in the field.

Series: Dashboard Analysis

Dashboard Analysis Series One:  Pre-Analysis Data Preparation
The four part Dashboard Analysis Series is a step-by-step guide to effectively analyze data collected from TRaC studies. Series one deals with pre-analysis data preparation.

Dashboard Analysis Series Two:  Monitoring Analysis
Monitoring is the process of assessing levels and trends of indicators relating to behaviors, risk/need, behavioral determinants, and exposure to social marketing activities over time in the targeted population.

Dashboard Analysis Series Three: Segmentation Analysis
Segmentation analysis is a process of dividing a heterogeneous population into homogenous groups based on their risk and behavior of interest, and then identifying behavioral determinants and population characteristics that are significantly different for behaviors versus non-behaviors

Dashboard Analysis Series Four: Evaluation Analysis
Evaluation analysis examines whether there is a relationship between exposure to a health intervention and the magnitude of behavior change. This toolkit chapter illustrates how to conduct analysis for comparing indicators across different levels of exposure.

Dashboard Analysis Series Five: Analysis Methodology for Complex Survey Data
Traditional analysis methodologies are often not ideal for studies that employ a sampling strategy other than independent random sampling. This chapter explains when and how to control for study design variables.