Curved structures with glowing blue and teal fibre optic cables intertwining, creating a futuristic, neural network-like appearance on a dark background. Curved structures with glowing blue and teal fibre optic cables intertwining, creating a futuristic, neural network-like appearance on a dark background. Collect
useful data
Guide 2 of 5Choose practical ways
to gather the information
you need without overwhelming
your team or the people you support.
Start the guideView the planning template

Before collecting anything

Start with what you need to know

Collect only information that will help you understand your work, make decisions or communicate your impact.

What change are we expecting?

Be clear about the outcome or improvement you hope to see.

What evidence would show it?

Think about what people might say, do, feel or experience differently.

Who should we hear from?

Identify the people whose views or experiences are most relevant.

When should we collect it?

Decide whether information is needed before, during or after an activity.

Is it proportionate?

Balance the value of the information with the time and effort required.

Different information serves different purposes

Types of data you can collect

You may already gather some of this as part of your normal delivery.

User data

Information collected when someone registers or accesses a service, such as age range, location or eligibility.

Engagement data

Attendance, repeat visits, downloads or use of an online resource.

Feedback data

People’s views about an activity or service, gathered through comments, polls or forms.

Outcome data

Information collected over time to show whether knowledge, confidence, behaviour or wellbeing changed.

Impact data

Evidence of longer-term change. This level of measurement is not always necessary for smaller organisations.

Two complementary forms of evidence

Combine numbers with people’s experiences

Quantitative and qualitative information answer different questions.

Quantitative data

Numerical information that can be counted or measured.

  • number attending
  • percentage reporting an improvement
  • frequency of service use
  • before-and-after scores

Best for: showing scale, reach and measurable change.

Qualitative data

Descriptive information that captures people’s experiences, views and stories.

  • comments and quotations
  • interview responses
  • case studies
  • observations and creative work

Best for: explaining how and why change happened.

Choose methods that suit your audience

Ways to collect useful information

Consider what people will find accessible, comfortable and realistic.

Surveys can collect both numerical and written feedback. Keep them short, use clear language and only ask questions you intend to use.

Useful when: you need consistent responses that can be compared over time.

Interviews let people explain their thoughts, feelings and experiences in their own words.

Useful when: you want detailed insight into how support affected someone.

Small group discussions can reveal shared experiences, differences of opinion and ideas for improvement.

Case studies show what change looks like in real life. Use consent, protect privacy and avoid suggesting one story represents everyone.

Drawings, photographs, audio and video can help people express experiences that are difficult to capture through formal questions.

Staff or volunteers can record agreed observations during normal activities. Use consistent prompts and distinguish observation from assumption.

Make collection manageable

Sampling and sample sizes

You do not always need to collect information from everyone you support. Sampling helps you gather useful evidence in a realistic and proportionate way.

What is sampling?

Sampling means collecting information from a smaller group of people, rather than from everyone who uses your service or takes part in your activity.

In many voluntary, community and social enterprise settings, it is not practical or necessary to ask every person for feedback or outcome information.

A sample might include:

  • all participants in a single programme
  • a random selection of service users over a period of time
  • a targeted group, such as young people, carers or first-time users

Why sampling matters

Sampling can help you gather evidence without overwhelming staff, volunteers or the people you support. It helps you collect information in a manageable way while still gaining insight into impact and outcomes.

What it can and cannot show

A sample tells you something about the people you heard from. It does not represent everyone perfectly, so be clear about who responded and what this means for your findings.

There is no fixed number

The right sample size depends on the size of your service, the type of work you deliver, your resources and what you are trying to understand.

Small samples can still be useful

Small organisations can produce useful and credible evidence using small samples, case studies and repeated feedback over time.

For smaller services, even 10 to 30 responses can be meaningful, especially when they are combined with qualitative evidence such as interviews, case studies or staff observations.

How to strengthen small samples

  • collect information consistently over time, such as quarterly feedback rather than a one-off survey
  • combine methods, such as surveys, interviews and case studies
  • check findings against other evidence, such as staff observations or national datasets
  • be open about how many people responded and how they were selected

“This survey was completed by 18 participants out of approximately 60 service users. While the sample is small, findings are consistent with previous feedback and supported by staff observations.”

Use clear and credible questions

Measuring wellbeing impact

If your work focuses on wellbeing, you may want to assess changes in how people feel, cope and connect with others.

  • Happiness

  • Life satisfaction

  • Anxiety levels

  • Confidence

  • Sense of purpose or worth

  • Feeling connected to others

Use recognised tools where possible

Where possible, use recognised wellbeing questions or measurement tools. These have been tested and are more likely to produce reliable and meaningful results.

Using recognised tools can help you:

  • benchmark your results against wider populations
  • strengthen the credibility of your findings
  • avoid poorly designed or leading questions
  • report more confidently to funders and partners

For example, Mind has published guidance on tools for measuring changes in mental health and wellbeing: Tools for measuring changes in mental health and wellbeing.

Respect people and protect information

Collect data responsibly

Only collect information you genuinely need, explain how it will be used and keep it secure.

Be clear

Tell people why you are collecting information and who may see it.

Ask for consent

Use appropriate consent for interviews, case studies, photographs, video and quotations.

Collect less

Avoid personal or sensitive information unless it is necessary for a clear purpose.

Store it safely

Limit access, use secure systems and agree when information will be deleted.

Important: link this section to current ICO guidance and your organisation’s own privacy, consent and retention procedures.

Turn ideas into a manageable process

Create a simple data collection plan

Agree what will be collected, how it will be gathered and who is responsible before delivery begins.

What do we need to know?What will we collect? Method Who from?When? Who is responsible?
Are participants feeling more confident?Confidence rating and explanationBrief before-and-after surveyWorkshop participantsFirst and final sessionsProject officer
What helped people most? Comments and examplesDiscussion or interviewSmall sampleEnd of programmeVolunteer coordinator
How many people did we reach?Attendance and repeat participationRegistration recordsAll participantsEvery session Administrator

Before you begin collecting

Data collection checklist

You are ready to move forward when these points are clear.

Check Check

We know what we need to learn and why.

Check Check

We have chosen methods that suit the people involved.

Check Check

We are collecting a proportionate amount of information.

Check Check

Roles and responsibilities are clear.

Check Check

Privacy, consent and secure storage have been considered.

Check Check

We know when the information will be reviewed and used.

Build your data collection plan

Use a downloadable template to record your questions, methods, timings and responsibilities.

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Next guide

Understand your findings