This page provides access to all the training materials and survey templates for each of the Modules. Additional guidance material is also provided to assist you in implementing the Modules at your organization.

Modules 1, 2 and 4 provide survey templates designed to run using SurveyCTO, although they can be adapted to different surveying tools. The Getting started section provides guidance on setting up and using SurveyCTO along with guidance on data collection and sampling protocols that will ensure your data collection systems are efficient, and provide accurate and reliable data.

The modules also provide data that can be visualized geospatially – i.e., on a map, and on a ‘dashboard’ that allows you an overview of farming operations and how things are changing, based on live updates from field data. Beneath the Modules Material themselves, there is a section on Visualizing and analyzing your data, which provides training materials on using free, open source mapping software and data dashboards for analysis.

Getting started

SurveyCTO Material

These materials will assist you in 1) setting up the app on your mobile device 2) adapting the provided module templates 3) developing a simple dashboard on SurveyCTO and developing a dashboard on Excel.

SurveyCTO Basic Operations

SurveyCTO Mobile Setup

GoogleSheets Dashboard

Excel Dashboard – Example 1

Sampling Protocol

Sampling while testing a new system is extremely important, as it will give you a fair representation of how the system will react when it has been rolled out. The following material has been developed to explain how to do sampling correctly, and can be downloaded for your use.

Sample group guidance

Data Collection Protocol

These modules allow you to collect data from different sources, including smallholder farmers themselves. It is important to follow the correct data collection protocol to ensure the most accurate and truthful data is being collected.

Project Data Protocol

Module Material

Module 1: Pest & Disease Management

The following survey template have been developed, and can be downloaded for you use:



The two survey templates provided demonstrate the working of the scouting methods that could be used on a farm. There are a number of different scouting methods that could easily be adapted from the provided templates.

Module 2: Mapping

The following survey template have been developed, and can be downloaded for you use:


The mapping survey template provided demonstrates the basic function of the Mapping Module as a stand-alone Module. It is important to note that the Mapping Module is best used when in combination with other Modules.

Module 3: Identification

Dedicated Biometric identification software has been developed. This software is in a beta stage, and can therefore not be openly shared. For more information please contact Luan Mans at:

The following Operations Guide has been developed, and can be downloaded for your use.

 TMP FPS Operation Guide

Module 4: Input Management

The following survey template have been developed, and can be downloaded for you use.



The templates provided are examples of how the Input Management Module can be implemented. With little adjustment, the Input Management could be used to monitor many different indicators on a farm.

Visualizing and analyzing your data

GIS Training

There are many different GIS software packages available. For the visualizing the data collected through the FMS we have selected QGIS, a open source GIS software, to be used. The QGIS software can be downloaded from the QGIS website found here. Once data is collected through the FMS and geo-tagged, the data could be layered in QGIS to be analysed.

The following training materials have been developed based on an example from Mozambique, and can be downloaded for you to develop your skills and see how mapping visualization works in practice.


Data Dashboard

Without being able to view your data, it is useless. There are many different ways in which you can display data including using SurveyCTO’s Monitoring tool, Excel or QGIS as indicated above. These tools do however offer you limited capability with limited understanding of the tool.

The development of Business Intelligence (BI) software has allowed users to use a single platform to easily construct unique dashboards and reports with data from multiple sources. The document below discusses three BI software packages that allow you to integrate your data from Excel to easily create a useful dashboard.

Dashboard options