Table of Contents


INTRODUCTION  

                                                                                               
ALL ECONOMICS IS LOCAL                                                                        
WHAT IS THE COMMUNITY INCOME AND EXPENDITURES MODEL (CIEM)? 
WHAT INFORMATION CAN WE GET FROM THIS PROJECT? 
CAN CIEM BE IMPLEMENTED IN MY COMMUNITY? 
HOW TO USE THIS MANUAL 
WHAT IS THE TIMELINE FOR THIS PROJECT? 

STEP 1 – ORGANIZE COMMUNITY VOLUNTEERS 

DETERMINE AN ORGANIZATIONAL STRUCTURE 
SELECT A PROJECT COORDINATOR OR CO-COORDINATORS 
ASSEMBLE A CORE GROUP 
GET VOLUNTEERS TO HELP WITH SPECIFIC TASKS 
CHECKLIST FOR ASSEMBLING VOLUNTEERS: 

STEP 2 - DETERMINE THE SCOPE OF THE PROJECT 

DECISION 1: SELECT THE COMMUNITY BOUNDARY FOR THE STUDY AREA 
DECISION 2: DETERMINE WHAT PARTS OF THE COMMUNITY TO SURVEY 
DECISION 3: DETERMINE HOW MANY PEOPLE AND ORGANIZATIONS TO COLLECT INFORMATION FROM 
DECISION 4: DETERMINE THE METHOD TO USE TO COLLECT THE INFORMATION 

STEP 3 – MAKE A DATABASE OF COMMUNITY RESIDENTS AND ORGANIZATIONS 

WHAT IS THIS INFORMATION USED FOR? 
ESTIMATING THE FLOW OF MONEY IN YOUR COMMUNITY 
THE IMPORTANCE OF CONFIDENTIALITY 
HOUSEHOLDS 
BUSINESSES & NON-PROFIT ORGANIZATIONS
GOVERNMENT AGENCIES 

STEP 4 - CUSTOMIZE THE SURVEYS AND ADVANCE NOTIFICATION LETTERS 

CUSTOMIZE THE SAMPLE SURVEYS 
CHOOSE THE TYPE OF EXPENDITURE CATEGORIES THAT BEST REFLECTS YOUR COMMUNITY’S EXPENDITURES 
CHOOSE THE LEVEL OF DETAIL YOU NEED IN THE EXPENDITURE CATEGORIES 
MAKE SURE THE SURVEY IS REALISTIC FOR YOUR RESOURCES 
CREATE THE DATA ENTRY SPREADSHEETS 

STEP 5 - SELECT SURVEY SAMPLES 

HOW MANY SURVEYS DO WE NEED? 
WHY ARE SO FEW SURVEYS NEEDED? 
HOW MANY SURVEYS SHOULD WE DISTRIBUTE? 
HOW DO I SELECT RESPONDENTS? 

STEP 6 – PREPARE MATERIALS AND DATABASE FOR MAILING

HAVE A LOGO READY TO USE ON YOUR MATERIALS
ORDER LETTERHEAD IF NECESSARY 
ORDER ENVELOPES FOR THE ADVANCE NOTICE LETTERS IF NECESSARY 
PREPARE PRESS RELEASES 
ORGANIZE YOUR DATABASE 
CREATE MAILING LABELS 
PREPARE AND COPY PRE-SURVEY ANNOUNCEMENT LETTERS OF SUPPORT 
PREPARE AND COPY SURVEY INTRODUCTION LETTERS TO ACCOMPANY THE SURVEYS 
PRINT OR PHOTOCOPY SURVEYS 
PURCHASE PRE-PRINTED RETURN ENVELOPES FOR SURVEYS 
PURCHASE POSTAGE TO AFFIX TO RETURN ENVELOPES IF NEEDED 
PURCHASE THE RIGHT SIZE OF SURVEY MAILING ENVELOPES 
SCHEDULE TIME WITH VOLUNTEERS TO HELP STUFF ENVELOPES! 

STEP 7 – SEND ADVANCE LETTERS AND PROMOTE PROJECT 

TELL THE LOCAL MEDIA ABOUT YOUR SURVEY 
MAIL THE ADVANCE NOTICE LETTERS TO THE SURVEY SAMPLE 
ADD A NEW FIELD TO THE DATABASE FOR THE TRACKING BAD ADDRESSES 
KEEP TRACK OF ADVANCE NOTICE LETTERS RETURNED 

STEP 8 – SEND THE SURVEYS AND KEEP TRACK OF RESPONSES 

SEND THE SURVEYS (MAIL 1 WEEK AFTER SENDING THE ADVANCE NOTICE LETTERS) 
KEEP TRACK OF SURVEYS THAT ARE COMPLETED AND RETURNED 

STEP 9 - SEND REMINDER LETTERS AND SECOND SURVEYS TO NON-RESPONDENTS 

MAIL REMINDER LETTERS 
MAIL SECOND SURVEYS 
DO SELECTIVE PHONE FOLLOW-UP AS NEEDED 
SET AN END DATE FOR COLLECTING THE LAST SURVEYS 

STEP 10 - CREATE THE SPREADSHEETS FOR ENTERING THE DATA

CREATE THE SPREADSHEETS TO ENTER YOUR DATA 
ADD HEADINGS 
ADD DATA ENTRY FORMULAS 
FORMAT THE SPREADSHEET 
PROTECT CELLS THAT SHOULD NOT BE TYPED OVER 
PRETEST THE SPREADSHEET 

STEP 11 – ENTER THE DATA AFTER THE SURVEYS HAVE BEEN REVIEWED 

CLEANING THE DATA 
ENTER THE DATA 

STEP 12 – ANALYZE THE DATA 

DATA NEEDED TO CREATE AN ECONOMIC PROFILE OF YOUR COMMUNITY 
CALCULATING THE INFORMATION TO CREATE AN ECONOMIC PROFILE OF YOUR COMMUNITY 
FOR MORE HELP ANALYZING THESE AND OTHER QUESTIONS IN THE SURVEY 

STEP 13 – SHARE REPORTS WITH THE COMMUNITY AND DETERMINE ACTION STRATEGIES 

PREPARE A DETAILED WRITTEN REPORT SUMMARIZING RESULTS FOR EACH QUESTION 
PREPARE SHORT VISUAL PRESENTATIONS FOR THE COMMUNITY 
INVITE MULTIPLE STAKEHOLDERS FROM THE COMMUNITY TO ATTEND A PUBLIC PRESENTATION 
BRAINSTORM WITH STAKEHOLDERS TO EVALUATE AND PRIORITIZE STRATEGIES 
HOW DO WE ACT ON THESE PRIORITIES?

Appendices

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