CFC014004: Training on M&E in Healthcare: Data Collection & Analysis with Excel

 M&E in Healthcare: Data Collection & Analysis with Excel

Day 1: Fundamentals of Monitoring and Evaluation in the Health Sector

Module 1: Introduction to M&E in Health Programs

• Topics:
  • Definitions and key concepts of M&E.
  • Importance of M&E in health sector programs.
  • M&E frameworks (Logical Framework Approach, Results-Based Monitoring).
  • Developing and defining SMART health indicators: input, output, outcome, and impact.
• Excel Functions Covered:
  • Data Validation: Create dropdown menus for indicator selection.
  • IF & IFERROR: Design conditional logic for SMART criteria validation.
  • TEXTJOIN: Concatenate data from various sources for logical frameworks.

Module 2: Health Data Collection and Sources

• Topics:
  • Primary vs. secondary health data sources.
  • Designing data collection tools: questionnaires, surveys, registers.
  • Ethical considerations in health data collection.
• Excel Functions Covered:
  • FORM CONTROLS: Embed forms for data input directly into Excel.
  • PROTECT SHEET: Secure sensitive data entry areas.
  • DATE & TIME Functions: Record timestamps for data collected.

Day 2: Data Cleaning and Preparation for Analysis

Module 3: Cleaning Health Data for Analysis

• Topics:
  • Identifying and addressing missing data, duplicates, and outliers.
  • Standardizing data formats (dates, text, numerical entries).
  • Structuring datasets for consistency and analysis.
• Excel Functions Covered:
  • TRIM, CLEAN: Remove extra spaces and non-printable characters.
  • REMOVE DUPLICATES: Eliminate redundant entries.
  • TEXT, VALUE: Convert data types for consistency.

Module 4: Organizing Data for M&E Reporting

• Topics:
  • Sorting and filtering health data for quick insights.
  • Grouping and summarizing data (e.g., by age group, region, or disease type).
  • Structuring data tables for dynamic range referencing.
• Excel Functions Covered:
  • SORT, SORTBY: Organize data dynamically.
  • FILTER: Extract data subsets based on criteria.
  • STRUCTURED REFERENCES: Use table names and column headers in formulas.

Day 3: Data Analysis and Interpretation

Module 5: Statistical Analysis of Health Data

• Topics:
  • Descriptive statistics: mean, median, mode, standard deviation.
  • Measuring program performance against health indicators.
  • Trend analysis and forecasting.
• Excel Functions Covered:
  • AVERAGE, MEDIAN, MODE, STDEV: Compute descriptive statistics.
  • TREND, FORECAST.ETS: Predict future health program outcomes.
  • COUNTIF, COUNTIFS: Measure indicator achievement across datasets.

Module 6: Advanced Data Analysis Techniques

• Topics:
  • Cross-tabulation for comparing program metrics.
  • Correlation analysis for exploring relationships between variables.
  • Creating dynamic summary reports.
• Excel Functions Covered:
  • INDEX, MATCH: Perform flexible lookups.
  • CORREL: Calculate relationships between variables.
  • SUBTOTAL: Summarize filtered data dynamically.

Day 4: Data Visualization for Health Sector Reporting

Module 7: Creating Effective Data Visualizations

• Topics:
  • Importance of visualization in M&E.
  • Designing effective health dashboards for stakeholders.
  • Selecting appropriate charts for health data (e.g., trend analysis, comparison).
• Excel Functions and Tools Covered:
  • Pivot Tables & Pivot Charts: Summarize and visualize health data.
  • Slicers and Timelines: Add interactivity to dashboards.
  • Conditional Formatting: Highlight trends and outliers.

Module 8: Developing Dashboards and Storytelling with Data

• Topics:
  • Designing user-friendly dashboards for decision-makers.
  • Incorporating key performance indicators (KPIs).
  • Telling a story with health data for maximum impact.
• Excel Functions and Tools Covered:
  • SPARKLINES: Add in-cell visualizations.
  • HYPERLINK: Create interactive navigation in dashboards.
  • CHART DESIGN TOOLS: Customize charts for stakeholder preferences.

Day 5: Reporting and Automation

Module 9: Preparing Comprehensive M&E Reports

• Topics:
  • Structuring health sector M&E reports.
  • Combining text, visuals, and tables for clarity.
  • Using templates for consistency across reports.
• Excel Functions Covered:
  • TEXT, CONCATENATE: Combine narrative and data insights.
  • PRINT SETTINGS: Format reports for professional presentation.
  • PAGE LAYOUT TOOLS: Adjust headers, footers, and margins for publication.

Module 10: Automating Repetitive M&E Tasks

• Topics:
  • Automating data updates and report generation.
  • Using macros for repetitive tasks.
  • Creating custom templates for data entry and analysis.
• Excel Functions and Tools Covered:
  • RECORD MACROS: Automate routine tasks.
  • VBA BASICS: Customize Excel with simple scripts.
  • FORM CONTROLS: Add interactive elements for users.