Field method
A practical sequence we use for public-sector service delivery metrics, case tracking samples, and departmental reporting packs — from first desk visit to clerk handover.
-
Scope note
We confirm the department, reporting cycle, indicator list, and whether bilingual plates are required. You receive a written exclusions list before any on-site day is booked.
-
Records morning
Two of us sit with the liaison at the registers. We photograph nothing that identifies citizens; extracts are transcribed into working sheets that stay under your control.
-
Reconciliation
Prior packs are compared to ledgers. Drift is listed in plain language — missing months, double counts, aging rules that changed mid-year.
-
Draft pack
Charts and narrative sections go to the director for comment. Captions follow your ministry template when one exists.
-
Handover
A half-day with the clerk who will update the pack. We leave a one-page checklist for the next cycle and close the engagement when the director accepts.