How do we know whether a refugee household is self-reliant if this is not measured? Although self-reliance has been promoted as a critical assistance strategy for refugees in recent years, there have been limited attempts to rigorously measure the concept. This field report introduces a new measurement tool to assess the movement toward self-reliance among refugee households. The development and utility of a tool to measure self-reliance are described using the pilot studies conducted in Ecuador, Egypt and Lebanon over a 9- to 18-month period. This report utilized unique panel data from 167 refugee households in Egypt and 94 households in Ecuador. The panel data was collected at two points in time (baseline and endline) using paper and pencil or Open Data Kit forms on tablets during face-to-face interviews. This panel group was used to perform the change analysis to examine the movement of households along a self-reliance continuum. Findings show that, overall, 59.8% of households in Ecuador and 64.7% of households in Egypt moved upward in composite score in self-reliance while less than 30% of households regressed in both countries. Further examination is needed to refine and evaluate the tool. The results provide an important starting point and insights into measuring self-reliance using simple indicators and an opportunity to reframe assistance around self-reliance, neither of which had previously been a focus of refugee assistance or relevant literature. It is believed that this methodology will be of use to academics and practitioners seeking to study refugee self-reliance around the world.
Background Humanitarian practitioners have recently expanded their focus from the provision of assistance only to working to ensure refugees and internally displaced peoples (IDPs) can develop sustained ‘self-reliance’. However, few tools measure self-reliance, and even fewer capture non-financial dimensions of self-reliance or measure the construct within refugee and IDP populations. To help address these gaps in measurement and provide organizations with a tool to track households’ self-reliance over time, the Self-Reliance Index (SRI) was developed. The index component of the tool comprises 12 domains of self-reliance, including housing, food, education, healthcare, health status, safety, employment, financial resources, assistance, debt, and savings, and social capital. This paper presents the methodology used to evaluate the tool’s internal consistency and scoring validity, shares the corresponding findings, and offers a practical approach for developing a culturally relevant and robust tool for humanitarian settings. Results Data were collected from 57 and 59 refugee households in Nairobi, Kenya, and Palenque, Mexico, respectively; repeat follow-up interviews were held with 34 and 33 households in Kenya and Mexico after a period of 3 months. Cronbach’s alpha was found to be 0.66 in Kenya and 0.64 in Mexico, both of which met the a priori minimum threshold for internal consistency of 0.6. A data-driven process was used to inform the design of the scoring rubric for the SRI, prioritizing the tool’s validity such that the final score would signal useful information about a household’s overall level of self-reliance while also keeping the process as straightforward for users as possible. Final descriptive statistics and score distributions, considered alongside organizational knowledge of sample households and sensitivity analyses, suggest good score validity. Conclusions The SRI aims to serve as an important step in measuring the complex subject of self-reliance in a comprehensive way and over time. Results suggest that, with some contextualizing for each setting, the universal tool offers a measurement approach that is feasible, reliable, and valid. By encouraging relevant stakeholders to more holistically conceptualize and measure self-reliance, the SRI also aims to promote a more cross-sector, all-inclusive approach to programming.
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