Module E: Field Plan

Welcome to Module E!

Purpose

In this step, you’ll prepare participants to collect data about their priority communities in the next phase of the DSB: Field Insights.

What You’ll Achieve

By the end of this module, participants will:

Understand why collecting field data is important.
Create interview questions for speaking to priority communities during Field Insights phase after Workshop 1.
Plan field logistics.

What You Need

Workshop 1 Header Posters
Field Plan Pack: Caregiver
Field Plan Pack: Healthcare worker
Field Plan Pack: Community Leader

Room Set-up

Activity #1: Introduction to Field Insights

In this activity, you will help participants understand the importance of collecting field data to ensure your Immunization Demand Strategy is based on the real needs and challenges of the priority communities. You will introduce the next phase of the DSB after Workshop 1: Field Insights.

How to Prepare

If you haven’t already, put up the Module E: Field Plan Header Poster on the main wall.
Hand out the Field Plan Packs (shared above) to each table, ensuring each participant has their own copy of either the caregiver, healthcare worker, or community leader pack depending on who they want to interview.

Facilitation Steps

Reflect on the purpose of data collection: ask participants to reflect on why data collection is important. Give them one to two minutes to think and write down their responses. Invite them to share their responses.
- You can ask: “Why is it important to understand community needs?" and “How does collecting data help us to develop solutions focused on the needs of priority communities?” </aside>
Explain the field trip to participants:
- The next phase of the DSB process after this workshop is a field trip so everyone in the room can interview our priority communities. A field trip will be organised before Workshop 2.
- The purpose is to gather insights to confirm what we think we know about immunization barriers, and to better understand the communities they are designing the strategy for.
- All participants will go to the field to meet their relevant community group and ask questions/interview community members on their immunization challenges.
- The field trip will be for one to two days and may involve travel if the community group is far away.
- After the field trip, we will all meet again for a second workshop to analyse our field findings, develop immunization demand solutions and think about how to implement the strategy.

📝: It’s likely each workshop table will travel to a different location, unless their community groups are found in the same place. You can choose to either have a person from your core DSB team travel with each team as a Field Lead, or ask each group to identify a Field Lead. If you do not travel with the field teams, ensure you set up a Whatsapp group or another way of communicating with them while they are in the field.

Decide who to interview
- Give each group a few minutes to think about who they should talk to for interviews: either caregivers, healthcare workers, or community leaders, or all three groups if they have time.
- The goal is to find people who can help them understand the immunization barriers better.
- Each workshop participant should aim to interview one to three people each depending on how much time they can spend in the field.
- Some workshop participants will focus on interviewing caregivers, others will focus on healthcare workers and others on community leaders or influencers. If it’s not possible to interview any of these groups, just focus on the ones you can interview.
Select interview questions and build interview guides:
- Based on who each group has decided to interview, each participant in the group should have their own Field Plan Pack for one of the following—Caregiver, Healthcare worker, and/or Community Leader. Each participant will fill in their relevant Field Plan Pack for the rest of this exercise.
  - If a group/table decides to only interview one type of person (caregiver, healthcare worker, or community leader) they can work together with each participant filling in their own copy of the relevant Field Plan Pack.
  - If a group/table chooses to interview more than one type of person, they should split into smaller groups so they can work simultaneously on creating a Field Plan Pack for each type of interviewee. For example, in one group/table: Three people may work together to develop a caregiver interview guide, and two people create a healthcare worker guide.
  - 📝: Each participant will need their own copy of their relevant Field Plan Pack that they can use as an interview guide.
  - In their groups, each participant will create their own interview guide. Using the relevant Field Plan Pack—caregiver and/or healthcare worker and/or community leader—each participant should:
    - Review the interview questions from the list provided for each barrier category.
    - Based on the priority barriers identified, groups should then think of new questions to learn more about their priority immunization barriers and learn more about anything they don’t know.
    - Asks participants to write down any additional questions in the Field Plan Pack, so they have all their questions together in one place for the interview.
    - Participants will use their Field Plan Pack in the field to facilitate each interview. For this reason, every participant needs their own copy for the group they are interviewing.
Document and share: invite the groups to share some of their additional interview questions with the rest of the room. Allow other groups to give feedback and suggestions for improvement.

Activity #2: Practice Interviewing

How to Prepare

Ask participants to focus on their Field Plan Packs from Activity 1.

Facilitation Steps

Explain the three stages of an interview: provide tips and advice on how to facilitate interviews.
- Before the interview
  - Introduce yourself to the participant and explain the purpose of the interview.
  - Make the participant feel comfortable by respecting their values, cultural traditions, and preferences.
  - Remember to complete consent procedures with every participant.
- During the interview
  - Listen attentively and take detailed notes of their exact words. If possible, record the conversation (with their consent) for accuracy.
  - Keep an eye on time and try not exceed the length of the interview.
  - Document the interview by taking detailed notes. If possible, each interview should have one person interviewing and one person note-taking. They will need to take notes on their own paper, computer, or phone. Here are some tips for good note-taking:
  - Write down everything the participants in the same way they said it.
    - Make a note of powerful quotes throughout the interview.
    - Note observations around non-verbal cues e.g. body language, shift in tone, hesitation to answer, etc.
    - Try to be as discreet as possible when taking notes so the interviewer and interviewee are not distracted.
- After the interview
  - Give participants time to ask any questions they may have.
  - Remember to collect all your notes and materials before leaving.
Conduct a roleplay exercise
- Ask for a participant to volunteer to join you at the front of the room. Let the volunteer act as the interviewer while you play the interviewee.
- Using the interview questions they developed in their interview guide in the previous activity, ask the participant to pretend they’re interviewing you.
- Ask the group to reflect on what worked well and what could be improved.
- If time allows, repeat the roleplay with more volunteers.

Activity #3: Plan for Fieldwork

In this final activity, participants will plan for their fieldwork, including where and when they will go to the field. This should be done with the whole group together.

How to Prepare: ask participants to focus on Activity 2 in their Field Plan Packs.

Facilitation Steps

Explain the field trip planning
- Tell participants the DSB facilitation team will organise all logistics, including transportation, and accommodation if needed. If available, it’s recommended they receive a Daily Subsistence Allowance (DSA) to conduct up to three interviews over two days.
- The participants need to decide where they will travel to meet their community group.
Guide participants on planning their field work
- Introduce Activity 2 on the Field Plan Pack where each group will discuss and share their preferences for fieldwork.
- In their groups, participants will:
  - Choose two days before Workshop 2 when they are available for conducting interviews. Ideally, all participants in the group will go to the field, so everyone has a chance to speak to communities. If possible, we recommend conducting the interviews in the same week or week before Workshop 2, so the Field Insights is part of the second workshop.
  - List locations in their community for interviews, such as homes, public places, or clinics, including addresses if possible. The location will vary depending on who they decide to interview (caregivers, healthcare workers, or community leaders).
  - Choose whether to work individually or in small groups. If working in groups, they should assign roles e.g. one person interviewing and one person note-taking.

Facilitation Tips:

From your core DSB team, assign each person different field team groups to supervise. You will either travel to the field with your groups, or remotely support them with planning and when they are in the field. Ensure each workshop group has one core team member assigned as a key contact.
Set up a Whatsapp group or another way to finalise field planning after Workshop 1, and to communicate about progress with fieldwork.
Ensure the facilitators take photos of all of the Field Plan Packs or take note of the field plans for each group, so that you have the information to plan the field logistics.
Encourage participants to plan realistically, especially for remote areas where extra time may be needed.
Leave 10 to 15 minutes at the end to answer questions and ensure everyone feels prepared.
Assign each group with a member of the core DSB team who they can reach out to for support with field planning and any questions after Workshop 1.

Discuss next steps: as you finish Module E, remind participants:
- The facilitation team will review the Field Plans and share final logistics and details.
- A WhatsApp group will be created for participants to ask questions during fieldwork.
- After fieldwork, participants will meet again for a second workshop to review and discuss the collected data, then develop solutions and the Immunization Demand Strategy.

Finishing Module E

*⚠️ These steps are critical—**do not skip this!*

If you haven’t already, take a photo or make a note of the field plan for every group—where they are going, who they are speaking to, their roles, and when they will go. You will need this to plan the field logistics after Workshop 1.

Remind each participant to keep their own Field Plan Pack safe, so they can take it straight to the field to interview participants.
Ask each group to give the following to the core team and check that their community group is written on every poster or worksheet. You will need to bring these to Workshop 2, so it is critical to keep them safe and take photos of them:
1. Strategy Summary Posters 1 and 2
2. Table Worksheet: Persona
3. Table Worksheet: Barrier Prioritisation