Live Online Digital Transformation in Data Collection, Survey Design & Mobile Tools Training Course
Live online, instructor-led · next cohort Oct 26, 2026 · from USD 800
Paper questionnaires are slow, costly and error-prone, and by the time they are typed up the decisions they were meant to inform may have passed. Mobile data collection delivers cleaner records in days, with GPS, photos and instant quality checks. But moving to phones does not fix a badly designed survey. This five-day programme combines sound survey methodology with hands-on work in modern tools.
You begin with research questions, indicators, sampling and questionnaire design, including question wording, skip logic and translation. Then you build forms in XLSForm, deploy them through KoboToolbox and ODK Collect, and test them with calculations, constraints, repeat groups and cascading selects. Further sessions cover enumerator training, field supervision, offline synchronisation, remote and phone surveys, data cleaning in Excel and Python or R, and exporting to Power BI or Stata. Consent, privacy, encryption and responsible data storage run through every day. The content suits M&E officers, researchers, survey managers, statisticians, programme staff and students in NGOs, government agencies, universities and research firms. Delivery is classroom, online or in-house, with a CPD-accredited certificate. Participants return able to launch a complete mobile survey from questionnaire to clean dataset.
At a Glance
How Live Online Training Works
Live online training, led by a trainer in real time, for participants anywhere.
More about live online training →- Format
- Live online, instructor-led
- Duration
- Mon - Fri (5 Days)
- Fee
- USD 800 (KES 80,000)
- Next start dates
- Oct 26, 2026, Nov 23, 2026, Dec 21, 2026
- Certificate
- Certificate of Completion
- What you need
- A computer with a reliable internet connection, a webcam and a headset
About this course
Reliable decisions need reliable data, and many organisations still collect it in ways that introduce delay and error: handwritten forms, inconsistent coding, double entry and long gaps between the field and the analyst. Mobile devices have changed what is possible. A well-built digital form can validate answers on the spot, record location, capture images and signatures, and send results to a server as soon as a connection is available.
The Digital Transformation in Data Collection, Survey Design & Mobile Tools Training Course covers both halves of good survey practice: the design thinking and the technology. It opens with study design, sampling approaches and questionnaire writing, then introduces form building with XLSForm and the main platforms used by development and research teams. Participants program skip patterns, constraints and calculations, run pilots, train enumerators and manage fieldwork with dashboards and spot checks. The closing sessions deal with cleaning, documentation, secure storage, ethics and the handover of datasets for analysis and reporting.
Training is highly practical. Each participant builds and deploys a working form, collects test data on a phone in a field exercise and cleans the resulting dataset, leaving with a reusable project template and a fieldwork plan.
Training Objectives
By the end of the course, participants will be able to:
- Translate research questions and indicators into a clear questionnaire structure.
- Select an appropriate sampling approach and calculate a sample size.
- Write unbiased questions and apply skip logic, constraints and translations.
- Build, test and deploy digital forms using XLSForm, KoboToolbox and ODK Collect.
- Organise enumerator training, pilots, supervision and field quality control.
- Run offline, phone-based and remote surveys and manage data synchronisation.
- Clean, document and export datasets for analysis in Excel, Power BI, R or Stata.
- Apply consent, privacy and data security practices to survey data.
What you'll learn
Key Takeaways
Participants leave the course with:
- A working XLSForm survey they have built, tested and deployed.
- A sampling plan and sample size worksheet for their own study.
- An enumerator training outline and field supervision checklist.
- A data cleaning script or Excel routine for common errors.
- A data protection and consent checklist for survey work.
- A project template they can reuse for future assessments and baselines.
Training Methodology
The programme is delivered as a working lab, with the laptop and phone at the centre. Participants take part in:
- Guided form-building labs on KoboToolbox and ODK Collect
- A supervised field exercise collecting data on mobile devices
- Questionnaire clinics where participants critique each other's drafts
- Cleaning practice on a deliberately messy sample dataset
- Short methodology talks linking each tool back to survey quality
Day 1: Survey Design Foundations
- From research questions and indicators to data requirements
- Quantitative, qualitative and mixed approaches
- Sampling: random, stratified, cluster and purposive
- Sample size, response rates and design effects
- Ethics, informed consent and respondent safety
- Exercise: drafting a survey plan for a real project
Day 2: Questionnaire Design
- Question types, response scales and coding
- Wording, order effects and common sources of bias
- Skip logic, filters and consistency checks on paper first
- Translation, back-translation and local language testing
- Sensitive topics and approaches to reduce social desirability
- Workshop: peer review of draft questionnaires
Day 3: Building Forms with XLSForm, Kobo and ODK
- XLSForm structure: survey, choices and settings sheets
- Constraints, required fields, relevance and calculations
- Repeat groups, cascading selects and external lists
- GPS, photo, audio and barcode questions
- Deploying with KoboToolbox and ODK Collect
- Lab: building and testing a multi-section household survey
Day 4: Fieldwork, Monitoring and Remote Collection
- Device preparation, offline use and synchronisation
- Enumerator recruitment, training and piloting
- Live monitoring dashboards and spot checks
- Telephone, SMS and interactive voice response surveys
- Handling errors, duplicates and incomplete interviews
- Field exercise: collecting test data on mobile phones
Day 5: Cleaning, Security and Using the Data
- Exporting data and building a codebook
- Cleaning in Excel, with an introduction to Python or R scripts
- Checking outliers, missing values and logical inconsistencies
- Linking data to Power BI and Stata for analysis
- Encryption, access control, retention and data sharing agreements
- Project template and fieldwork plan presentations
The course is designed for people who plan, run or use surveys, including:
- Monitoring and evaluation officers and managers
- Research officers and survey coordinators
- Statisticians and data analysts in government and statistics offices
- Programme staff in NGOs and development projects
- Field supervisors and enumerator team leaders
- Academic researchers and postgraduate students
- Market and social research professionals
- Public health, agriculture and education programme officers
- Information management and data quality officers
A CPD-accredited Certificate of Completion issued by Vision Reach Global Consultancy is awarded to participants who attend all sessions and build and test their own digital survey.
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Frequently Asked Questions About Live Online Digital Transformation in Data Collection, Survey Design & Mobile Tools Training Course
Everything you need to know about this course before you register.
By the end of the Digital Transformation in Data Collection, Survey Design & Mobile Tools programme, you'll be able to translate research questions and indicators into a clear questionnaire structure, select an appropriate sampling approach and calculate a sample size, write unbiased questions and apply skip logic, constraints and translations, and build, test and deploy digital forms using xlsform, kobotoolbox and odk collect. The full breakdown of topics is covered session by session in the Course Outline tab above.
The course is designed for people who plan, run or use surveys, including: Monitoring and evaluation officers and managers, Research officers and survey coordinators, Statisticians and data analysts in government and statistics offices, Programme staff in NGOs and development projects, Field supervisors and enumerator team leaders, Academic researchers and postgraduate students, Market and social research professionals, Public health, agriculture and education programme officers, and Information management and data quality officers.
Digital Transformation in Data Collection, Survey Design & Mobile Tools Training Course typically runs as 5 Days. It's available as in-person classroom, live virtual, and in-house corporate training — every course can also be delivered on-site for your team on dates that suit you.
Digital Transformation in Data Collection, Survey Design & Mobile Tools Training Course is scheduled in-classroom in Nairobi, Kenya, Mombasa, Kenya, Naivasha, Kenya, and Kisumu, 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 Digital Transformation in Data Collection, Survey Design & Mobile Tools starts October 26, 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 Digital Transformation in Data Collection, Survey Design & Mobile Tools Training Course from Vision Reach Global Consultancy, issued in the name you register with, so double-check the spelling at checkout.
Digital Transformation in Data Collection, Survey Design & Mobile Tools Training Course 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 Digital Transformation in Data Collection, Survey Design & Mobile Tools Training Course 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 — Digital Transformation in Data Collection, Survey Design & Mobile Tools Training Course 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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