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Demand-Side Survey
Implementation Guide
Last Updated
Introduction to the guide

This guide provides insight into the purpose of a demand-side survey
(DSS), the process of implementing a DSS, as well as shedding light on
how such surveys drive financial inclusion (FI) in a country. The guide
is written in non-technical terms to allow both non-survey specialists
and researchers to engage with and refer to, as they plan and carry out
a DSS in their country. Since implementing a DSS is a rigorous process,
the guide is divided into 14 modules, which are in consecutive order of
how they would be carried out. The modules begin with how to set-up the
survey and finish with how to report the findings. Additional modules
will be added in the near future.

DSSs are used in FI to provide the background data needed to create and
roll-out new services to underserved segments of the population. In
short, they are used to understand the financial needs of the
population. They provide insight into the drivers and barriers people
face in relation to FI. These could include access to financial services
(such as the physical distance travelled to reach a bank or ATM); uses
of the services offered by financial institutions; and the quality of
these services. The data and insights derived from a DSS provide
valuable information to both financial service providers and
policymakers, allowing them to modify their services to better meet the
demands or needs of the population.

Many countries have only recently started to implement DSSs. As such,
data on the topic is somewhat limited. Thus, this guide has been created
for those currently working on or considering implementing a DSS in
their country.