"For the past six years, we’ve been investing heavily in phone-based surveys to gather high-quality feedback and social performance data. Our belief has been that, when done correctly, phone-based phone surveys can get high-quality customer data at a fraction of the cost of traditional in-person surveys. With this kind of data in hand, everyone working to make social change—whether governments, social businesses, NGOs, foundations or corporations—can be more flexible and responsive in the services they offer, allowing them to transform “social performance management” from idea into reality. In March of 2020, the world was hit by COVID-19, and nearly every country and society around the world is practicing social distancing and placing restrictions on travel and face-to-face interaction. One of the countless impacts of these changes is that nearly all face-to-face research has been temporarily suspended, and many of the organizations conducting this research are exploring shifting some or all of their work to phone-based surveys. We want to help make this transition as seamless as possible and have put together this free guide to help. It captures many of the most important lessons we’ve learned in conducting phone-based surveys since 2014." (Introduction)