Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training
Baseline, midline and endline surveys anchor most programme evaluations, but flawed samples or poorly worded questions can make the results misleading no matter how carefully they are analysed. You begin with planning a survey that answers specific M&E questions, defining the population, indicators and survey type. Sampling sessions cover probability and non-probability methods, simple random, stratified, cluster and multistage designs, and calculating sample sizes with design effects. Questionnaire design days address question wording, scales, skip patterns, translation, cognitive testing and piloting.
Data collection sessions cover recruiting and training enumerators, field supervision, mobile tools such as KoboToolbox and ODK, consent, ethics and real-time data quality checks. Analysis days turn survey data into indicator values with weighting, cross-tabulations, confidence intervals and clear interpretation. The final day addresses reporting, data use and emerging trends such as phone surveys and remote data collection. Participants design a full survey protocol and questionnaire for a programme of their choice. M&E officers, researchers, survey managers, data collectors and programme staff will be able to run reliable surveys that generate trustworthy evidence for decisions.
About this course
This practical and interactive training focuses on helping professionals design and conduct high-quality surveys that generate reliable evidence for monitoring and evaluation purposes. The course explores survey design principles, sampling methodologies, questionnaire development, data collection techniques, survey quality assurance, data analysis approaches, and reporting frameworks. Participants will gain practical skills for collecting accurate data, measuring outcomes, improving evidence generation, and supporting informed decision-making.
Throughout the programme, participants work through realistic scenarios drawn from banking institutions, financial services firms, audit practices, and public finance bodies, examining how designing and conducting surveys for monitoring and evaluation (M&E) is applied in practice and where it most often breaks down. Delegates will develop practical skill in designing appropriate frameworks, selecting and applying the right tools for questionnaire design principles., interpreting findings, and communicating conclusions clearly to colleagues, management and external stakeholders. Sessions move deliberately from principles to application, so that each technique introduced is practised against a realistic problem before the programme moves on — strengthening both individual effectiveness and the wider capability of the organizations delegates return to.
Training Objectives
- Design high-quality surveys that support monitoring and evaluation objectives.
- Analyze survey requirements and select appropriate research and sampling methodologies.
- Implement effective data collection systems that ensure reliability and validity.
- Evaluate survey results to measure performance, outcomes, and impact.
- Apply questionnaire design techniques and survey management frameworks effectively.
- Integrate survey findings into monitoring, evaluation, and organizational learning systems.
- Optimize decision-making through evidence generated from robust survey processes.
What you'll learn
Key Takeaways
By the end of the Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training, participants will leave with:
- Comprehensive understanding of survey design and implementation methodologies.
- Enhanced ability to develop reliable and valid survey instruments.
- Improved competency in sampling techniques and data collection systems.
- Practical techniques for survey data analysis and interpretation.
- Greater confidence in managing surveys for monitoring and evaluation purposes.
- Stronger capability to support strategic decisions through credible survey evidence.
- Improved approaches for strengthening accountability, reporting, and organizational learning.
Training Methodology
This training course uses a practical and participant-centered learning approach that strengthens survey design, data collection, and evidence-generation capabilities for monitoring and evaluation systems. The methodology combines expert instruction, applied survey frameworks, and real-world examples that support reliable data collection and informed decision-making.
Methodology includes:
- Expert-led sessions facilitated by survey research and M&E specialists.
- Practical application of survey design, sampling, and data collection methodologies.
- Real-world case studies from development, research, and evaluation programs.
- Tool-based demonstrations of digital survey platforms and data management systems.
- Interactive discussions supported by scenario-based learning approaches.
Day 1: Survey Design for Monitoring and Evaluation
- Role of Surveys in Monitoring and Evaluation Systems.
- Survey Research Principles and Frameworks.
- Defining Survey Objectives and Information Needs.
- Aligning Surveys with Results Frameworks and Indicators.
- Stakeholder Analysis and Respondent Identification.
- Ethical Considerations in Survey Research.
- Survey Planning and Resource Requirements.
Day 2: Sampling Methodologies and Questionnaire Design
- Sampling Concepts and Population Identification.
- Probability and Non-Probability Sampling Techniques.
- Sample Size Determination Approaches.
- Questionnaire Design Principles.
- Developing Effective Survey Questions.
- Reducing Bias and Improving Response Quality.
- Pilot Testing and Questionnaire Refinement.
Day 3: Data Collection and Survey Management
- Survey Administration Methods and Approaches.
- Digital and Mobile Data Collection Technologies.
- Enumerator Management and Field Supervision.
- Data Quality Assurance and Validation Procedures.
- Respondent Engagement and Participation Strategies.
- Managing Fieldwork Challenges and Risks.
- Survey Documentation and Monitoring Systems.
Day 4: Data Analysis and Results Interpretation
- Preparing Survey Data for Analysis.
- Descriptive and Inferential Analysis Techniques.
- Data Cleaning and Quality Verification.
- Measuring Outcomes and Performance Indicators.
- Interpretation of Survey Findings.
- Visualization of Survey Results.
- Evidence Generation for Decision-Making.
Day 5: Reporting, Utilization, and Future Trends
- Survey Reporting Frameworks and Standards.
- Communicating Findings to Stakeholders.
- Integrating Survey Results into M&E Systems.
- Supporting Organizational Learning Through Survey Evidence.
- Dashboard Development and Performance Reporting.
- Emerging Technologies in Survey Research.
- Future Trends in Monitoring and Evaluation Surveys.
- Monitoring and Evaluation Specialists.
- Researchers and Data Analysts.
- Program and Project Managers.
- Development and Humanitarian Professionals.
- Performance Management Officers.
- Survey Coordinators and Field Supervisors.
- Policy Makers and Decision-Makers.
Participants will receive a Certificate of Completion for completing the Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training , issued by VISION REACH GLOBAL CONSULTANCY .
The award recognizes full attendance and successful completion of the programme assessment activities. It is widely accepted for continuing professional development purposes, and its authenticity can be confirmed with Vision Reach Global Consultancy at any time.
Upcoming cohorts
CPD-Accredited
Official invoice & confirmation letter provided
Team discount for 3+ seats
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Our training team can help with group pricing, invoicing, or picking the right schedule.
Choose Where You Want to Learn
Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training Venues
KenyaNairobiNext Nov 9· 13 dates$1,500- KenyaMombasaNext Oct 26· 14 dates$1,500
- KenyaKisumuNext Oct 26· 14 dates$1,500
- KenyaNaivashaNext Nov 2· 13 dates$1,500
South AfricaCape TownNext Oct 26· 14 dates$3,600- South AfricaPretoriaNext Nov 2· 13 dates$3,200
- South AfricaJohannesburgNext Nov 2· 13 dates$3,400
TanzaniaZanzibarNext Nov 16· 13 dates$2,600- TanzaniaDar es SalaamNext Oct 26· 14 dates$2,000
- TanzaniaArushaNext Nov 9· 13 dates$1,900
- TanzaniaDodomaNext Oct 26· 14 dates$1,800
RwandaKigaliNext Oct 26· 14 dates$1,900
UgandaKampalaNext Nov 2· 13 dates$1,900
UAEDubaiNext Oct 26· 14 dates$3,800
NigeriaAbujaNext Nov 9· 13 dates$2,800- NigeriaLagosNext Nov 16· 13 dates$2,800
GhanaAccraNext Nov 16· 13 dates$5,500- KenyaMachakosNext Nov 2· 13 dates$1,500
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Frequently Asked Questions About Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training
Everything you need to know about this course before you register.
By the end of the Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training programme, you'll be able to understand core designing and conducting surveys for monitoring and evaluation (m&e) principles and how they fit together in practice, apply practical techniques for questionnaire design principles. in day-to-day implementation, strengthen evaluation, reporting and quality-assurance capability, and improve decision-making using evidence-driven performance information. The full breakdown of topics is covered session by session in the Course Outline tab above.
This course is designed for Monitoring and Evaluation Specialists., Researchers and Data Analysts., Program and Project Managers., Development and Humanitarian Professionals., Performance Management Officers., Survey Coordinators and Field Supervisors., and Policy Makers and Decision-Makers..
Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training typically runs as 5 Days. It's available as in-house corporate, in-person classroom, and live virtual training — every course can also be delivered on-site for your team on dates that suit you.
Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training is scheduled in-classroom in Nairobi, Kenya, Mombasa, Kenya, Kisumu, Kenya, and Naivasha, Kenya, and 14 other locations, plus a live interactive virtual classroom you can join from anywhere. Check the schedule panel above for exact upcoming dates and fees in each location.
The next live virtual cohort of Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training starts December 7, 2026, with new classroom cohorts also running on a rolling basis. Pick a date and location in the schedule panel above, then click "Register for the Course" — it takes a few minutes and your seat is confirmed once payment or a signed purchase order is received.
Yes — delegates who meet the attendance requirement receive a Certificate of Completion for Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training from Vision Reach Global Consultancy, issued in the name you register with, so double-check the spelling at checkout.
Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training is pitched at intermediate professionals. If you're unsure whether it's the right fit for your current role or background, message our training advisors before you register and they'll help you confirm.
Fees for Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training vary by delivery location and format and are shown in real time in the schedule panel above once you pick a date. Register 3 or more delegates on the same course together and a 5% team discount is applied automatically — larger cohorts can request a custom corporate quote.
Yes — Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training can be delivered on-site at your offices (or virtually for distributed teams), with case studies and examples tailored to your industry and the specific challenges your team is working through. Switch to the "In-House" tab in the schedule panel above to request a proposal.
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Training by Country
Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training by Country
- Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training in GhanaGHClassroom in Accra
- Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training in KenyaKEClassroom in Nairobi, Mombasa, Kisumu, Naivasha, Machakos
- Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training in NigeriaNGClassroom in Abuja, Lagos
- Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training in RwandaRWClassroom in Kigali
- Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training in South AfricaZAClassroom in Cape Town, Pretoria, Johannesburg
- Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training in TanzaniaTZClassroom in Zanzibar, Dar es Salaam, Arusha, Dodoma
- Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training in UgandaUGClassroom in Kampala
- Designing and Conducting Surveys for Monitoring and Evaluation (M&E) Training in the UAEAEClassroom in Dubai
- Live Online Designing and Conducting Surveys for Monitoring and Evaluation (M&E) TrainingInstructor-led, joined from anywhere
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