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Establishing E&I capability and best practices at Statistics NZ
Vera Costa & Tracey Savage
2008 UNECE Work Session on Statistical Data Editing
Overview
• Introduction• E&I Methodology Network• E&I Objectives• E&I Principles• E&I Strategy• The Pacific Island Attachment Programme• Current concerns• Conclusions
Introduction
• E&I as a key issue within Statistics NZ– Context in which editing takes place has changed– Desire to improve the efficiency of data processing– Wider view of the objectives for E&I– Users’ demand for access to metadata
Introduction (cont.)
• Approach used – development of:– E&I Objectives– E&I Principles– E&I Strategy
• Development led by the E&I Methodology Network
E&I Methodology Network
• Established in 2004
• Aims– Establish, document and promote E&I best
practice– Provide information on E&I procedures and the
quality of the data– Coordinate E&I skill development– Understand and research E&I
E&I Methodology Network (cont.)
• Activities of the network– Development of E&I objectives, principles and
strategy– Research into generalised E&I tools– Offering E&I training
E&I Objectives
• Statistics NZ E&I objectives– Provide users with fit for purpose, plausible data
and outputs by the most effective and efficient means
– Ensure all users are better informed about the quality of our data and statistical outputs
– Continuously improve our end-to-end business processes and overall data quality
E&I Principles
• Importance of having E&I principles• Over-arching E&I principle
‘Statistics NZ should maintain, wherever possible, the original data provided by the respondent or data supplier ’
• Example of this principle in action – 2006 Census of Population and Dwellings Quality Management Strategy
E&I Strategy
• Deliverables– E&I Plan template– E&I Standards and Guidelines– E&I Training
E&I Strategy (cont.)
• E&I Plan– Developed for each family of outputs – Why have one?
• raise issues related to prioritisation of different users’ needs
• document the agreed E&I approach• manage users’ expectations about the quality
of the final outputs
E&I Strategy (cont.)
• E&I Plan (cont.)
– How to create one • No ‘one size fits all’• Discussions / workshops involving the Subject
Matter Area(s)
– What to take into account• User needs• Operational constraints• Lessons learnt
E&I Strategy (cont.)
• E&I Standards & Guidelines– Why have them? – to ensure a consistent
approach across similar outputs
– Target areas• E&I processes, methods and tools• E&I metadata
E&I Strategy (cont.)
• E&I Standards & Guidelines (cont.)
– Deliverables• E&I Standards & Guidelines Document• E&I Manual• Presentations to promote the standards• Modular E&I training
Pacific Island Attachment Programme
• What is it?
• Focus of the 2006 / 2007 Programme‘data quality and editing strategies encompassing
both business and household data’
• Participant countries: Palau, Samoa, Tonga
Pacific Island Attachment Programme (cont.)
• Challenges– Cultural differences– Totally different work environment– Heterogeneous range of work experiences
Pacific Island Attachment Programme (cont.)
• Approach used– Providing an overview of E&I, focusing on
• E&I concepts• How the knowledge could be applied back home
– Avoiding mathematical expressions– Interacting with several Subject Matter Areas– Having a balance between
• E&I training• Work on individual projects
Pacific Island Attachment Programme (cont.)
• Relevant topics– E&I objectives and principles– E&I methodology (not too much detail or formulas)– Quality and E&I quality indicators– Documentation
Pacific Island Attachment Programme (cont.)
• Achievements– Participants
• Project completion• Advantages of a different approach when
implementing E&I processes
– Statistics NZ• Pilot for E&I training
Challenges facing Statistics NZ
• Cultural changes
• High staff turnover
• Prioritisation of the work to be done
Conclusions
• Importance of the E&I Network
• Acknowledgements