Publication: Measurement and Meaning : Combining Quantitative and Qualitative Methods for the Analysis of Poverty and Social Exclusion in Latin America
Loading...
Date
2001-12
ISSN
Published
2001-12
Author(s)
Gacitua-Mario, Estanislao
Editor(s)
Abstract
This report consists of a collection of case studies from Latin America combining qualitative and quantitative research methods for the analysis of poverty within a social exclusion framework. The first chapter provides an overview of the differences between quantitative and qualitative methods, and the gains from using both types of methods in applied work. The other chapters are devoted to three case studies on reproductive health in rural Argentina, the targeting of social programs in Chile, and social exclusion in urban Uruguay. Each case study was prepared within the broader context of country-specific economic and sectoral work at the World Bank.
Link to Data Set
Citation
“Gacitua-Mario, Estanislao; Wodon, Quentin. Gacitua-Mario, Estanislao; Wodon, Quentin, editors. 2001. Measurement and Meaning : Combining Quantitative and Qualitative Methods for the Analysis of Poverty and Social Exclusion in Latin America. World Bank Technical Paper;No. 518. © World Bank. http://hdl.handle.net/10986/14035 License: CC BY 3.0 IGO.”
Associated URLs
Associated content
Other publications in this report series
Journal
Journal Volume
Journal Issue
Collections
Related items
Showing items related by metadata.
Publication Integrating Quantitative and Qualitative Research in Development Projects(Washington, DC: World Bank, 2000-06)"Much of the early work on poverty was highly quantitative:... It became increasingly clear, however, that while numbers are essential for policy and monitoring purposes, it is also important to understand people's perception of poverty and their mechanisms for coping with poverty and other situations of extreme economic and social stress." Researchers have recognized over the past few years that quantitative analysis of the incidence and trends in poverty, while essential for national economic development planning, must be complemented by qualitative methods that help planners and managers understand the cultural, social, political, and institutional context within which projects are designed and implemented. This report is based on a two-day workshop held in June 1998, where outside research specialists and World Bank staff discussed the importance of integrating these research methods. The participants reviewed experiences in the use of mixed-method approaches in Bank research and project design. This report is a result of those discussions. The report examines the need for integrated research approaches in social and economic development, presents case studies of integrated approaches in practice, and talks about lessons learned. Part I describes the evolution of interest in, and the potential benefits of integrated research, and, Part II presents case studies on how integrated approaches have been used in poverty analysis, education, health, and water supply and sanitation, while Part III discusses lessons learned with respect to the use of integrated approaches, and assesses the benefits that can be achieved.Publication Handbook on Impact Evaluation : Quantitative Methods and Practices(World Bank, 2010)This book reviews quantitative methods and models of impact evaluation. The formal literature on impact evaluation methods and practices is large, with a few useful overviews. Yet there is a need to put the theory into practice in a hands-on fashion for practitioners. This book also details challenges and goals in other realms of evaluation, including monitoring and evaluation (M&E), operational evaluation, and mixed-methods approaches combining quantitative and qualitative analyses. This book is organized as follows. Chapter two reviews the basic issues pertaining to an evaluation of an intervention to reach certain targets and goals. It distinguishes impact evaluation from related concepts such as M&E, operational evaluation, qualitative versus quantitative evaluation, and ex-ante versus ex post impact evaluation. Chapter three focuses on the experimental design of an impact evaluation, discussing its strengths and shortcomings. Various non-experimental methods exist as well, each of which are discussed in turn through chapters four to seven. Chapter four examines matching methods, including the propensity score matching technique. Chapter five deal with double-difference methods in the context of panel data, which relax some of the assumptions on the potential sources of selection bias. Chapter six reviews the instrumental variable method, which further relaxes assumptions on self-selection. Chapter seven examines regression discontinuity and pipeline methods, which exploit the design of the program itself as potential sources of identification of program impacts. Specifically, chapter eight presents a discussion of how distributional impacts of programs can be measured, including new techniques related to quantile regression. Chapter nine discusses structural approaches to program evaluation, including economic models that can lay the groundwork for estimating direct and indirect effects of a program. Finally, chapter ten discusses the strengths and weaknesses of experimental and non-experimental methods and also highlights the usefulness of impact evaluation tools in policy making.Publication Combining Quantitative and Qualitative Methods for Program Monitoring and Evaluation: Why Are Mixed-Method Designs Best?(World Bank, Washington, DC, 2011-05)Despite significant methodological advances, much program evaluation and monitoring data are of limited utility because of an over-reliance on quantitative methods alone. While surveys provide generalizable findings on what outcomes or impacts have or have not occurred, qualitative methods are better able to identify the underlying explanations for these outcomes and impacts, and therefore enable more effective responses. Qualitative methods also inform survey design, identify social and institutional drivers and impacts that are hard to quantify, uncover unanticipated issues, and trace impact pathways. When used together, quantitative and qualitative approaches provide more coherent, reliable, and useful conclusions than do each on their own. This note identifies key elements of good mixed-method design and provides examples of these principles applied in several countries.Publication Evaluating the Impact of Development Projects on Poverty : A Handbook for Practitioners(Washington, DC: World Bank, 2000-05)Very little is known about the actual impact of projects on the poor. Many are reluctant to carry out impact evaluations because they are deemed expensive, time consuming, and technically complex, and because the findings can be politically sensitive. Yet a rigorous evaluation can be powerful in assessing the appropriateness and effectiveness of programs. Evaluating impact is particularly critical in developing where resources are scarce and every dollar spent should aim to maximize its impact on poverty reduction. This handbook seeks to provide project managers and policy analysts with the tools needed for evaluating project impact. It is aimed at readers with a general knowledge of statistics. Chapter 1 presents an overview of concepts and methods, Chapter 2 discusses key steps and related issues to consider in implementation, Chapter 3 illustrates various analytical techniques through a case study, and Chapter 4 includes a discussion of lessons that have been reviewed for this handbook. The case studies, included in Annex I, were selected from a range of evaluations carried out by the Bank, other donor agencies, research institutions, and private consulting firms. Also included in the annexes are samples of the main components that would be necessary in planning any impact evaluation - sample terms of reference, a budget, impact indicators, a log frame, and a matrix of analysis.Publication When Things Fall Apart : Qualitative Studies of Poverty in the Former Soviet Union(Washington, DC: World Bank, 2003)This book documents the experiences of men, women, and children in Armenia, Georgia, the Kyrgyz Republic, Latvia, Moldova, Tajikistan, Ukraine, and Uzbekistan as they struggle with the dramatic changes in lifestyle and extreme poverty that followed the collapse of the Soviet Union. Based on hundreds of open-ended interviews conducted by local people over a span of five years, this book captures the particularities of poverty in each nation-state as well as a collective sense of disillusionment and a strikingly similar array of response to the crisis. certain aspects of the dynamics of poverty in the former Soviet Union and its interaction with gender, age, and ethnicity are highlighted. They deepen the understanding of how poor people in these countries experience, explain, and cope with their new circumstances. The studies also identify the range of cultural and administrative barriers that hinder poor people from accessing public services and exploiting economic opportunities. Above all, they highlight important psychological dimensions of poverty in the FSU, including the collapse of values and beliefs that accompanied the increase in poverty and the resulting disorientation experienced by the poor. Finally, the studies demonstrate the continuing importance of informal support networks and the persistence of paternalistic relationships and expectations that the old regime had fostered.
Users also downloaded
Showing related downloaded files
Publication World Development Report 2009(World Bank, 2009)Places do well when they promote transformations along the dimensions of economic geography: higher densities as cities grow; shorter distances as workers and businesses migrate closer to density; and fewer divisions as nations lower their economic borders and enter world markets to take advantage of scale and trade in specialized products. World Development Report 2009 concludes that the transformations along these three dimensions density, distance, and division are essential for development and should be encouraged. The conclusion is controversial. Slum-dwellers now number a billion, but the rush to cities continues. A billion people live in lagging areas of developing nations, remote from globalizations many benefits. And poverty and high mortality persist among the world’s bottom billion, trapped without access to global markets, even as others grow more prosperous and live ever longer lives. Concern for these three intersecting billions often comes with the prescription that growth must be spatially balanced. This report has a different message: economic growth will be unbalanced. To try to spread it out is to discourage it to fight prosperity, not poverty. But development can still be inclusive, even for people who start their lives distant from dense economic activity. For growth to be rapid and shared, governments must promote economic integration, the pivotal concept, as this report argues, in the policy debates on urbanization, territorial development, and regional integration. Instead, all three debates overemphasize place-based interventions. Reshaping Economic Geography reframes these debates to include all the instruments of integration spatially blind institutions, spatially connective infrastructure, and spatially targeted interventions. By calibrating the blend of these instruments, today’s developers can reshape their economic geography. If they do this well, their growth will still be unbalanced, but their development will be inclusive.Publication Poverty Reduction in Indonesia : Constructing a New Strategy(Washington, DC, 2001-10-29)The objective of the report is to point at the need for a new poverty strategy, and the areas of action it should cover, where each area should be specifically discussed, addressing the lives of Indonesia's poor, and the tradeoffs policymakers will need to consider, based on the belief that this poverty strategy should emerge from a broad dialogue among stakeholders. First, in broadening poverty, the report looks at the facts of the late 1990s crisis, which revealed the precariousness of Indonesia's gains in reducing expenditure-based poverty. Thus to extend those gains, the poverty strategy needs to be defined, and then redeveloped by acknowledging the multidimensional reality of poverty, and, it is this notion which will lead to making the strategic choices. Second, within the country's political transition to a democratic, decentralized mode of governance, a poverty strategy needs to be consistent with an empowered populace, and democratic policymaking mechanisms. In creating a policy environment for raising the incomes of the poor, the report identifies the resumption of rapid sustainable growth, with rising real wages, employment opportunities, and, limited inflation, including the economic empowerment of the poor, enhanced by poverty-focused public expenditures. Inevitably, the provision of core public services is an area which should address the people's will in local governance policies, focusing on education and health, while providing appropriate infrastructure, and developing safety nets.Publication World Development Report 2004(World Bank, 2003)Too often, services fail poor people in access, in quality, and in affordability. But the fact that there are striking examples where basic services such as water, sanitation, health, education, and electricity do work for poor people means that governments and citizens can do a better job of providing them. Learning from success and understanding the sources of failure, this year’s World Development Report, argues that services can be improved by putting poor people at the center of service provision. How? By enabling the poor to monitor and discipline service providers, by amplifying their voice in policymaking, and by strengthening the incentives for providers to serve the poor. Freedom from illness and freedom from illiteracy are two of the most important ways poor people can escape from poverty. To achieve these goals, economic growth and financial resources are of course necessary, but they are not enough. The World Development Report provides a practical framework for making the services that contribute to human development work for poor people. With this framework, citizens, governments, and donors can take action and accelerate progress toward the common objective of poverty reduction, as specified in the Millennium Development Goals.Publication Impact Evaluation in Practice, Second Edition(Washington, DC: Inter-American Development Bank and World Bank, 2016-09-13)The second edition of the Impact Evaluation in Practice handbook is a comprehensive and accessible introduction to impact evaluation for policy makers and development practitioners. First published in 2011, it has been used widely across the development and academic communities. The book incorporates real-world examples to present practical guidelines for designing and implementing impact evaluations. Readers will gain an understanding of impact evaluations and the best ways to use them to design evidence-based policies and programs. The updated version covers the newest techniques for evaluating programs and includes state-of-the-art implementation advice, as well as an expanded set of examples and case studies that draw on recent development challenges. It also includes new material on research ethics and partnerships to conduct impact evaluation. The handbook is divided into four sections: Part One discusses what to evaluate and why; Part Two presents the main impact evaluation methods; Part Three addresses how to manage impact evaluations; Part Four reviews impact evaluation sampling and data collection. Case studies illustrate different applications of impact evaluations. The book links to complementary instructional material available online, including an applied case as well as questions and answers. The updated second edition will be a valuable resource for the international development community, universities, and policy makers looking to build better evidence around what works in development.Publication Boom, Bust and Up Again? Evolution, Drivers and Impact of Commodity Prices: Implications for Indonesia(World Bank, Jakarta, 2010-12)Indonesia is one of the largest commodity exporters in the world, and given its mineral potential and expected commodity price trends, it could and should expand its leading position. Commodities accounted for one fourth of Indonesia's Gross Domestic Product (GDP) and more than one fifth of total government revenue in 2007. The potential for further commodity growth is considerable. Indonesia is the largest producer of palm oil in the world (export earnings totaled almost US$9 billion in 2007 and employment 3.8 million full-time jobs) and the sector has good growth prospects. It is also one of the countries with the largest mining potential in view of its second-largest copper reserves and third-largest coal and nickel reserves in the world. This report consists of seven chapters. The first six chapters present an examination and an analysis of the factors driving increased commodity prices, price forecasts, economic impact of commodity price increases, effective price stabilization policies, and insights from Indonesia's past growth experience. The final chapter draws on the findings of the previous chapters and suggests a development strategy for Indonesia in the context of high commodity prices. This section summarizes the contents of the chapters and their main findings.