Session 2: Using SOCIAT survey
SOCIAT survey tool
Welcome to the second session!
In this session, we will explore how to conduct a social impact assessment using a structured survey approach. Specifically, we will follow a step-by-step process for applying the SOCIAT survey tool to collect reliable and meaningful data that reflect the social impacts of a conservation project, policy, or initiative. The session will be appropriate for those wishing to organise a survey themselves and for those who subcontract surveys and would like to check the quality of the work.
Main stages in using SOCIAT survey
The SOCIAT Survey follows a clear, five-stage process that guides practitioners through every step of conducting a robust social impact assessment. From defining the survey area and identifying stakeholders to analysing data and presenting findings, each stage is designed to ensure that the assessment is methodologically sound, ethically grounded, and practically useful. This structured approach not only improves the reliability of results but also helps practitioners engage communities, inform policy, and support more socially responsive conservation planning.
Stage 1:
Defining the area & Identifying stakeholders
This first stage focuses on setting the foundation for the survey by clearly defining the geographical area where the conservation project or policy is being implemented. Those responsible for applying the tool are encouraged to collaborate with local authorities and stakeholders to determine the most relevant towns, villages, or regions to include in the study. Once the area is defined, the next step is identifying key stakeholder groups—such as farmers, fishers, tourism workers, or local business owners—who may be affected by the project. A stakeholder list with their roles, approximate size, and contact information should be created, as it informs the sampling and ensures that diverse voices are captured in the assessment.
Stage 2:
Finalizing the Research Protocol
Stage two involves designing a rigorous and transparent research protocol. This includes selecting the indicators to be measured (e.g., impacts on livelihoods and wellbeing, institutional trust, personal values), determining the sampling method, and outlining how the questionnaire will be distributed. Ethical considerations are also considered and addressed, including informed consent, anonymity, and risk assessments for fieldwork. Before launching the full survey, a pilot study with 20–30 participants should be conducted to test the clarity of questions and functionality of the survey format. All these elements are consolidated into a finalised research protocol that guides the remainder of the project.
Check the video below to learn more about the SOCIAT indicators.
Stage 3:
Collecting data
In this phase, the questionnaire is distributed to the selected sample using the method chosen in the protocol—such as face-to-face interviews, online forms, phone calls, or postal surveys. This stage requires attention to detail in terms of logging responses, ensuring data security, and monitoring participation rates. Researchers must track response rates and sample characteristics (e.g., age, gender, education) to ensure the final dataset is representative of the actual population. Adjustments may be needed if response rates are low or certain groups are underrepresented. A clear communication of the survey’s purpose and data use is essential for building trust with participants.
Stage 4:
Analysing data
Once data collection is complete, responses are coded into a consistent database for analysis. This includes assigning numerical values to the answers provided, handling missing data, and categorizing open-ended responses. Basic descriptive statistics—such as frequencies and mean scores—can be used to identify how participants perceive social impacts. More advanced analysis, like regression or ANOVA, can uncover which factors (e.g., trust in institutions or governance quality) influence those perceptions. Further analysis can also track changes over time (if the survey is repeated) and map spatial variations in impact across regions, helping identify both high-benefit and high-conflict areas.
Stage 5:
Reporting results
The final stage involves structuring your findings into a clear, accessible report. While the audience may vary (e.g., policymakers, NGOs, or local communities), the report should generally include: an introduction describing the area and project; a section detailing key findings, including graphs and maps; and a concluding section offering policy recommendations. These may focus on enhancing benefits, mitigating negative effects, or building public support through improved governance and increased trust. Importantly, it's essential to clarify that these are recommendations only and the assessment team is not accountable for any actions taken as a result.
E-bookLink opens in a new window
An accompanying e-book is available to support the material covered in this second session.
Presentation & Recording
The presentation and a link to the recording will be uploaded here right after the end of the session.
Miro Board
During the training session we will be using again the Miro Board. You can access the Miro Board we will be using via this link: https://miro.com/app/board/uXjVICtrwHs=/?share_link_id=851641126030
Q&A Monitoring and Evaluation
Please insert your questions in the following section of the Miro Board: