理解数字G2P支付接受者的体验：一个定性研究工具包

© 2025 International Bank for Reconstruction and Development / The World Bank1818 H Street NWWashington DC 20433Telephone: 202-473-1000Internet: www.worldbank.orgThis work is a product of the staff of The World Bank with external contributions. Thefindings, interpretations, and conclusions expressed in this work do not necessarilyreflect the views of The World Bank, its Board of Executive Directors, or thegovernments they represent.The World Bank does not guarantee the accuracy of the data included in this work.The boundaries, colors, denominations, and other information shown on any map inthis work do not imply any judgment on the part of The World Bank concerning thelegal status of any territory or the endorsement or acceptance of such boundaries.Rights and PermissionsThe material in this work is subject to copyright. Because the World Bank encouragesdissemination of its knowledge, this work may be reproduced, in whole or in part, fornoncommercial purposes as long as full attribution to this work is given. Any querieson rights and licenses, including subsidiary rights, should be addressed to World BankPublications, The World Bank Group, 1818 H Street NW, Washington, DC 20433, USA;fax: 202-522-2625; e-mail: pubrights@worldbank.org. Understandingthe Experiences ofDigital G2P PaymentRecipients:A QualitativeResearch Toolkit Table of contentsAbout this toolkitIntroduction and contextThe rationale for a recipient-centric approach to designing andimplementing G2P paymentsThe benefits of a qualitative approachPhase I. Research design and methodologySTEP 1. Formulating research questionsSTEP 2. Choosing the sampleSTEP 3. Defining the research method(s)STEP 4. Developing data collection instrumentsEthical considerationsPhase II. Fieldwork and data collectionSTEP 5. Assembling the fieldwork teamSTEP 6. Planning the fieldworkSTEP 7. Conducting the fieldworkSTEP 8. Recording and collecting observationsSTEP 9. Conducting debriefing sessionsEthical considerationsPhase III. Data management and analysisSTEP 10. Organizing and storing the dataSTEP 11. Coding the dataSTEP 12. Extracting insightsSTEP 13. Elaborating user personaSTEP 14. Developing journey mapsEthical considerationsPhase IV. Findings report and dissemination planSTEP 15. Compiling a structured and comprehensive reportSTEP 16. Developing a dissemination planEthical considerationsAnnexesAnnex 1: Interview instrumentAnnex 2: Key informant interview instrumentAnnex 3: Focus group discussion instrumentAnnex 4: Service safari instrumentAnnex 5: Informed consent template for recipientsAnnex 6: Informed consent template for key informant interviewsUNDERSTANDING THE EXPERIENCES OF DIGITAL G2P PAYMENT RECIPIENTS: A QUALITATIVERESEARCH TOOLKIT 710111215172228384245475156626771737581848691969799106109110111115118120123124 TABLE OF CONTENTS ToolsBoxesTablesFiguresTool 1:Research QuestionsTool 2:Qualitative SamplesTool 3:Research MethodsTool 4:Operationalization MatrixTool 5:Fieldwork PlanTool 6:Note-taking FormsTool 7:Research WallTool 8:Coding BookTool 9:User PersonaTool 10:Journey MapTool 11:Dissemination PlanBox 1:Qualitative Research: Potential Insights for G2P PaymentsBox 2:The Use of Visual Stimuli in Qualitative Research for G2P PaymentsBox 3:Ethical Principles for the Participation of Children in Qualitative ResearchBox 4:The Importance of Pilot Testing in Fieldwork PlanningBox 5:Professionalism and Cultural Sensitivity in FieldworkBox 6:Behavioral Techniques for Facilitators to Build RapportBox 7:Systematic Organization of Qualitative Data CollectionBox 8:Bringing a Gender Lens to Intercept InterviewsBox 9:Guidelines for Transcribing Audio FilesBox 10:Guidelines for Translating Local Language TranscriptsBox 11:Articulating or Formulating insightsBox 12:The Importance of a Reflective and Critical Approach to User PersonasBox 13:Key Concepts for Journey Mapping in G2P PaymentsTable 1:Recommendations for defining research questionsTable 2:Sampling methods in qualitative researchTable 3:Key personnel and their responsibilitiesTable 4:Key training components for facilitators and notetakersTable 5:Examples of identification codes for recording filesTable 6:Debrief objectives for field teamsTable 7:Coding to highlight gender differentials and marginalizationTable 8:Selecting insights criteriaFigure 1:Mapping qualitative research methodsFigure 2:General process of organization and storage of data in qualitative analysisFigure 3:Main macro moments of the G2P payment journeyFigure 4:Ways to present qualitative research findings212736405464698288941081439445256576372787985909218244850676883100297693105UNDERSTANDING THE EXPERIENCES OF DIGITAL G2P PAYMENT RECIPIENTS: A QUALITATIVERESEARCH TOOLKITTABLE OF CONTENTS ACKNOWLEDGEMENTSThis toolkit was compiled by Catalina Gutiérrez Ricci (G2Px Consultant), Jayshree Venkatesan (G2PxConsultant), and Minita Varghese (Digital Specialist).The authors gratefully acknowledge comments and inputs from Karol Karpinski, Julia Michal Cla