Learn about the EquityTool
and how it can help you.
Metrics for Management, in collaboration with the Metrics Working Group, has developed a methodology to measure client socioeconomic status. Metrics for Management has led the development of that methodology into a mobile and tablet-based application, called the EquityTool. We continue to support and update the underlying analysis.
Measuring socioeconomic equity makes it possible for a social service program to know if it is serving its target population. In practice, this most often means understanding whether the program is reaching the poor or most vulnerable. While placing service-delivery points in low- income neighborhoods and capping prices are critical approaches to encouraging use of health services among the poor, they do not guarantee that the poor are using the services to the anticipated degree. Measurement is the key.
The EquityTool is a free, easy-to-use, multi-platform-based tool that assesses the wealth of program beneficiaries in low- and middle-income countries. It enables programs to rapidly evaluate their effectiveness at reaching their target population.
Metrics for Management collaborated with several agencies, and equity experts to shorten and simplify the Demographic and Health Surveys (DHS) asset index questions. We continuously update the tool as new DHS or other nationally representative household surveys become available.We can also apply our methodology to other nationally representative surveys containing asset index type questions, to broaden the use of the EquityTool to countries without a DHS survey.
Improve program management, service delivery, and health outcomes by making it easy for programs to assess client wealth distribution.
- Facilitates real-time program management and improvement
- Can be used on multiple platforms DHIS2
- Mobile-based version can be used offline after initial connection and can automatically sync and analyze data when an internet connection is available
- Multiple surveyors can collect data at the same time
- Enables benchmarking against commonly used standards
- User friendly
- Short, easy to answer, validated survey questions
- Compares client socioeconomic status across programs, schools, clinics, or districts
We offer technical assistance to organizations that would like to use the EquityTool as is or adjust its use for specific organizational objectives. Contact us to learn how we can provide support.
Because we are dedicated to keeping this valuable tool free and open to all programs, we have committed to fund all continuing research, maintenance, and improvement costs for the EquityTool.
In creating the tool, M4M partnered with KoBoToolbox, a nonprofit organization based at Harvard University that offers an open source platform for data collection. Our partnership with KoBo enables us to support this product as a global good, making it possible for anyone, anywhere to use the EquityTool.
Check out social media posts about the EquityTool, including:
Researchers and organizations around the world are using the EquityTool for diverse projects, including:
- Population Services International used the EquityTool to help identify those most in need in Benin and Côte d’Ivoire. Read more…
- Helen Keller International (HKI) used the EquityTool to improve heath and livelihoods for women and families in Cambodia. Read more…
- Hindustan Latex Family Planning Promotion Trust (HLFPPT) used the EquityTool to strengthen the Indian health sector and advocate for needs of niche clients. Read more…
- The International Rescue Committee (IRC) used the EquityTool to effectively identify and serve the most vulnerable crisis victims in Pakistan. Read more…
- Sightsavers International used the EquityTool to improve reach and sustainability of vision services in Bangladesh and Malawi. Read more…
Asset to Income Estimator (A2IE)
The Asset to Income Estimator (A2IE) connects the relative measure of assets and quintiles to an absolute measure of dollars per capita. The tool allows you to compare how much an individual or household makes per day, month or year in over 55 low- and middle- income countriesthrough an interactive, web-based tool. The A2IE combines peer-reviewed methodology and rigorous data to translate wealth quintiles into household and individual income estimates. The tool supports easy country-to-country comparisons. This added context will help strengthen program services, research, advocacy, and policy.
To provide an interactive tool that adds context to wealth quintiles by providing esimates of daily, monthly, or yearly income for an individual or a household. The tool allows users to look at data for a single country, or to compare up to five countries.
The A2IE combined information from the Demographic and Health Survey (DHS) or the Multiple Indicator Cluster Survey (MICS) with data from the World Bank to provide an estimate of individual income. Estimations of individual income, using per capita consumption or income data from household surveys, are calculated using the full DHS wealth index and applied to each individual according to their wealth quintile. Our approach follows methodology developed by Kenneth Harttgen and Sebastian Vollmer (Harttgen and Vollmer, 2013).
EQUITY: PUBLICATIONS & NEWS
|EquityTool helps assess real-time analysis of crowdsourced data by wealth quintiles||EquityTool helps assess real-time analysis of crowdsourced data by wealth quintiles. UNICEF Bangladesh increases the useability of U-Report crowdsourced data by creating a representative sample for equity analysis of crowdsourced surveys||Equity||Case Study||December 15, 2021||case-study||equity|
|Metrics Matter Newsletter – November 2021||Monthly newsletter.||Family planning quality, Health impact, Maternal Health Quality, Socioeconomic equity, Sustainability||Newsletter||November 11, 2021||newsletter||family-planning-quality health-impact maternal-health-quality socioeconomic-equity sustainability|
|Metrics Matter Newsletter – October 2021||Monthly newsletter.||Family planning quality, Health impact, Maternal Health Quality, Socioeconomic equity, Sustainability||Newsletter||October 21, 2021||newsletter||family-planning-quality health-impact maternal-health-quality socioeconomic-equity sustainability|
|Metrics Matter Newsletter – September 2021||Monthly newsletter.||Family planning quality, Health impact, Maternal Health Quality, Socioeconomic equity, Sustainability||Newsletter||September 30, 2021||newsletter||family-planning-quality health-impact maternal-health-quality socioeconomic-equity sustainability|
|M4M Capability Statement||M4M Capability Statement||M4M Capability Statement||September 29, 2021||m4m-capability-statement|
|Real-time wealth assessment to ensure results‑based financing systems reach the poor||EquityTool wealth assessment allows for simple, cost-effective equity monitoring and real-time adaptation of project and program activities.||Equity||Case Study||September 5, 2021||case-study||equity|
|Metrics Matter Newsletter – August 2021||Monthly newsletter.||Newsletter||August 31, 2021||newsletter||family-planning-quality health-impact maternal-health-quality socioeconomic-equity sustainability|
|Stanford – 2021 Davidson Gwatkin Equity Measurement Prize Winner||Metrics for Management is pleased to announce that the Davidson Gwatkin Equity Measurement Prize for 2021 has been awarded to Stanford’s Environmental Arsenic Exposure and the Human Gut Microbiome Project.||Equity Measurement Prize||Media Release||August 30, 2021||media-release||equity-measurement-prize|
|2021 UNICEF / LIXIL – Davidson Gwatkin Equity Measurement Prize Winner||Metrics for Management is pleased to announce that the Davidson Gwatkin Equity Measurement Prize for 2021 has been awarded to the UNICEF / LIXIL Partnership Monitoring System.||Equity Measurement Prize||Media Release||August 30, 2021||media-release||equity-measurement-prize|
|Put Your Data To Use||Put your DATA to use. Global health needs rigorous, evidence based, standardised and goal driven metrics.||Efficiency, Equity, Impact, Quality||Video Resource||July 11, 2021||video-resource||efficiency equity impact quality|
|Metrics Matter Newsletter – July 2021||Monthly newsletter.||Newsletter||July 5, 2021||newsletter||family-planning-quality health-impact maternal-health-quality socioeconomic-equity sustainability|
|Metrics Matter Newsletter – June 2021||Monthly newsletter.||Newsletter||June 15, 2021||newsletter||family-planning-quality health-impact maternal-health-quality socioeconomic-equity sustainability|
|EquityTool helps identify those most in need||Routine monitoring of equity in sanitation delivery project in Benin and Côte d’Ivoire demonstrates the EquityTool’s versatility and adaptability, including seamless integration with DHIS2.||Socioeconomic equity||Case Study||May 31, 2021||benin cote-divoire||case-study||socioeconomic-equity|
|Webinar | Improving equity in health by improving measurement of wealth: Tools and practical application in Nepal||This webinar shares the EquityTool, a tool developed to quickly assess the relative wealth of a surveyed group. The EquityTool uses previously collected nationally representative data (e.g. DHS). This webinar will showcase tools and practical application in Nepal.||Equity, Socioeconomic equity||Webinar||June 10, 2021||nepal||webinar||equity socioeconomic-equity|
|Metrics Matter Newsletter – May 2021||Monthly newsletter.||Newsletter||May 21, 2021||newsletter||family-planning-quality health-impact maternal-health-quality socioeconomic-equity sustainability|
|Metrics Matter Newsletter – April 2021||Monthly newsletter.||Newsletter||April 16, 2021||newsletter||family-planning-quality health-impact maternal-health-quality socioeconomic-equity sustainability|
|Asset to Income Estimator||Overview of the Asset to Income Estimator.||Socioeconomic equity||Briefing Materials||April 19, 2021||briefing-materials||socioeconomic-equity|
|EquityTool||Overview of the EquityTool.||Socioeconomic equity||Briefing Materials||April 19, 2021||briefing-materials||socioeconomic-equity|
|EquityTool Newsletter – Oct 2019||EquityTool Newsletter from October 2019, featuring: New compatibility with DHIS2 versions 2.28 through 2.32, New EquityTool in Jordan and Mali, and a recap of EquityTool at #WD2019||Socioeconomic equity||Newsletter||October 28, 2019||jordan mali||newsletter||socioeconomic-equity|
|M4M Newsletter – October 2019||Metrics for Management newsletter from October 2019, featuring: update from the first year of our Abortion Service Quality (ASQ) Initiative; EquityTool compatibility with DHIS2 and a new EquityTool in Jordan; fresh faces and a new President for the M4M Board of Directors.||Abortion Service Quality, Socioeconomic equity||Newsletter||October 28, 2019||argentina bangladesh ethiopia jordan nigeria||newsletter||abortion-service-quality socioeconomic-equity|
|M4M Newsletter – July 2019||Metrics for Management newsletter from April 2019, featuring: exciting news and a call for opinions for the India EquityTool; ICT4D and Women Deliver conferences; job announcement; recent publications; updates from the EquityTool.||Family planning quality, Maternal Health Quality, Socioeconomic equity||Newsletter||July 17, 2019||ghana india kenya||newsletter||family-planning-quality maternal-health-quality socioeconomic-equity|
|EquityTool Newsletter – April 2019||EquityTool Newsletter from April 2019, featuring: call for user input on India state-specific EquityTools; new tools in Sudan, Philipines, India; upcoming ICT4D conference; EquityTool in print||Socioeconomic equity||Newsletter||April 10, 2019||india philippines sudan||newsletter||socioeconomic-equity|
|M4M Newsletter – April 2019||Metrics for Management newsletter from April 2019, featuring: exciting news and a call for opinions for the India EquityTool; ICT4D and Women Deliver conferences; job announcement; recent publications; updates from the EquityTool.||Family planning quality, Maternal Health Quality, Socioeconomic equity||Newsletter||April 4, 2019||india philippines sudan||newsletter||family-planning-quality maternal-health-quality socioeconomic-equity|
|M4M at Women Deliver 2019||Visit M4M's demo table at Women Deliver 2019 in Vancouver to learn more about the EquityTool and our contributions to women's and girls' global health.||Abortion Service Quality, Family planning quality, Maternal Health Quality, Socioeconomic equity||Conferences & Seminars, Event||June 3, 2019||canada||conferences-seminars event||abortion-service-quality family-planning-quality maternal-health-quality socioeconomic-equity|
|Email News Blast – Feb 2019 Articles||Metrics for Management email newsblast from February 2019 announcing three new publications on equity and quality measurement.||Family planning quality, Maternal Health Quality, Socioeconomic equity||Newsletter||February 5, 2019||bangladesh kenya pakistan uganda||newsletter||family-planning-quality maternal-health-quality socioeconomic-equity|
|Evaluating Quality of Contraceptive Counseling: An analysis of the Method Information Index||A Studies in Family Planning journal article by Chang, Mukanu, Bellows, Hameed, Kalamar, Grépin, Gul, and Chakraborty, assessing consistency between Method Information Index (MII) responses and the contraceptive method received in a prospective study in Uganda and Pakistan.||Family planning quality||Journal Article||January 19, 2019||pakistan uganda||journal-article||family-planning-quality|
|Who Serves the Poor? An Equity Analysis of Public and Private Providers of Family Planning and Child Health Services in Kenya||A Frontiers in Public Health journal article by Chakraborty, Montagu, Wanderi and Oduor, which uses the EquityTool to analyze differences in the wealth status of clients of family planning and child health services in Kenya by health sector. Collaboration with PSI and PS Kenya.||Family planning quality, Socioeconomic equity||Journal Article||January 8, 2019||kenya||journal-article||family-planning-quality socioeconomic-equity|
|EquityTool Newsletter – October 2018||EquityTool Newsletter from October 2018, featuring: a summary of our presentation on measuring equity and EquityTool demonstration booth at MERLTech 2018, information on EquityTool support available through Metrics for Management consulting, and tool updates in Myanmar, Argentina, Somaliland, and Guinea-Bissau.||Socioeconomic equity||Newsletter||October 15, 2018||argentina guinea-bissau myanmar somaliland||newsletter||socioeconomic-equity|
|M4M Newsletter Oct 2018||Metrics for Management newsletter from October 2018, featuring: ICFP, MERLTech and HSR conferences; Metric Bootcamp; and updates from the EquityTool.||Family planning quality, Maternal Health Quality, Socioeconomic equity||Newsletter||October 17, 2018||newsletter||family-planning-quality maternal-health-quality socioeconomic-equity|
|M4M at the International Conference on Family Planning (ICFP) 2018||Metrics for Management is thrilled to be presenting a full line-up of our latest family planning quality and maternal health quality research at the 2018 International Conference on Family Planning (ICFP) in Kigali, Rwanda, November 12-15.||Family planning quality, Maternal Health Quality||Conferences & Seminars, Event||November 12, 2018||rwanda||conferences-seminars event||family-planning-quality maternal-health-quality|
|Email blast: EquityTool collaboration with Living Goods and Medic Mobile||An email blast detailing coverage of a recent collaboration between Living Goods and Medic Mobile on an mHealth app integrating the EquityTool, supported by Metrics for Management, which provided East African Community Health Workers with digital tools to better measure and provide crucial health services.||Socioeconomic equity||Newsletter||August 16, 2018||kenya uganda||newsletter||socioeconomic-equity|
|Ensuring Equitable Service Delivery||Blog post by Living Goods Director of Analytics Brad Presner detailing an EquityTool collaboration with Medic Mobile and Metrics for Management.||Socioeconomic equity||Blog, Press||August 15, 2018||kenya uganda||blog press||socioeconomic-equity|
|Operationalizing an Equity Lens in Community Health||Blog post by Medic Mobile's Alix Emden detailing an EquityTool collaboration with Living Goods and Metrics for Management.||Socioeconomic equity||Blog, Press||August 15, 2018||kenya uganda||blog press||socioeconomic-equity|
|Metrics for Management Newsletter – July 2018||Metrics for Management newsletter from July 2018, featuring: launch of the Abortion Service Quality (ASQ) Initiative; introduction to M4M, LLC; consulting case study with Project Concern International (PCI); board member Malabika Sarker's award; links to our BNJ Sexual and Reproductive Health editorial and International Journal of Equity in Health article; and updates from the EquityTool.||Abortion Service Quality, Family planning quality, Socioeconomic equity||Newsletter||July 19, 2018||bangladesh guatemala india malawi peru tanzania united-states||newsletter||abortion-service-quality family-planning-quality socioeconomic-equity|
|EquityTool Newsletter – July 2018||EquityTool Newsletter from July 2018, featuring: a case study with Water Mission in Peru and Tanzania, information on EquityTool support available through Metrics for Management consulting, and tool updates in Armenia, Guinea, Madagascar, Uganda, Argentina, and Guinea-Bissau.||Socioeconomic equity||Newsletter||July 12, 2018||argentina armenia guinea guinea-bissau madagascar peru tanzania uganda||newsletter||socioeconomic-equity|
|M4M Booth and Presentation at MERLTech 2018||M4M will be attending the MERLTech 2018 Conference September 6-7 in Washington, D.C. Join us to discuss Monitoring, Evaluation, Research, and Learning in Development, both at our conference booth, and during our joint presentation with Medic Mobile on equity measurement using the EquityTool.||Socioeconomic equity||Conferences & Seminars, Event||September 6, 2018||conferences-seminars event||socioeconomic-equity|
|EquityTool Case Study: Effectively identifying and serving the most vulnerable crisis victims with the International Rescue Committee||The International Rescue Committee (IRC) used the EquityTool to understand existing in-country methods to identify the poor. The IRC will use EquityTool results to inform future iterations of their cash transfer program, ensuring the best use of their resources and the continued effectiveness of their crisis response.||Socioeconomic equity||Case Study||April 12, 2017||pakistan||case-study||socioeconomic-equity|
|EquityTool Case Study: Improving heath and livelihoods for women and families in Cambodia with Helen Keller International||Helen Keller International (HKI) used the EquityTool to improve the health status of women and children around the world. The EquityTool has allowed HKI to collect and understand wealth data in a new way, enabling more critical reflection on their service model.||Socioeconomic equity||Case Study||April 7, 2017||cambodia||case-study||socioeconomic-equity|
|EquityTool Case Study: Strengthening the Indian health sector and advocating for needs of niche clients with HLFPPT||Hindustan Latex Family Planning Promotion Trust (HLFPPT) used the EquityTool to understand target population and advocate for the importance of their role to strengthen national health service delivery. HLFPPT has leveraged EquityTool evidence to bolster crowdsource donations funding childbirth services for more than 75 women who could not otherwise afford care.||Socioeconomic equity||Case Study||July 13, 2017||india||case-study||socioeconomic-equity|
|EquityTool Case Study: Improving reach and sustainability of vision services with Sightsavers||For Sightsavers’ work in India and Bangladesh, the EquityTool revealed the potential for introducing cost recovery mechanisms to improve program sustainability. In Malawi, they learned that 70% of their clients fell in the wealthiest three quintiles, and are now working to adjust their outreach to better reach those in-need.||Socioeconomic equity||Case Study||July 11, 2017||bangladesh india malawi||case-study||socioeconomic-equity|
|Simpler measurement for reaching the poor||An excerpt of PSI Pulse Issue 4, March 2016, that spotlights the EquityTool.||Socioeconomic equity||Press||April 13, 2016||press||socioeconomic-equity|
|Behind the equity app: how researchers were able to balance scientific rigor with ease-of-use||A blog post by Kim Longfield and Dana Sievers for PSI Impact, contrasting PSI's past approach to quity measurement in franchise clinics against the streamlined protocol of the EquityTool.||Socioeconomic equity||June 16, 2016||socioeconomic-equity|
|The EquityTool: Changing poverty measurement and service delivery||A blog post by Andrea Sprockett for the Joint Learning Network, that outlines the importance of equity measurement in development measurement and service delivery, and introduces readers to the EquityTool.||Socioeconomic equity||Blog||March 21, 2016||blog||socioeconomic-equity|
|Use of family planning and child health services in the private sector: an equity analysis of 12 DHS surveys||An International Journal for Equity in Health article by Chakraborty and Sprockett conducting weighted descriptive analyses on current users of modern FP and on the youngest household child under age 5 to understand and compare country-specific care seeking patterns in use of public or private facilities based on urban/rural residence and wealth quintile.||Socioeconomic equity||Journal Article||April 4, 2018||bangladesh cambodia democratic-republic-of-congo dominican-republic ghana haiti kenya liberia mali nigeria senegal zambia||journal-article||socioeconomic-equity|
|Equity: Enabling the poor to access services||A overview of the equity metric.||Socioeconomic equity||Briefing Materials||March 1, 2017||briefing-materials||socioeconomic-equity|
|Assessing provision and equity in low and middle income country health markets||Final report co-written by Chakraborty, Wanderi, Oduor and Montagu for Population Services International (PSI) and USAID. Report details a cross-sectional survey of urban health facilities in Kenya stratified by health facility type, focusing on four separate sectors: public, faith-based, private (non-franchised) and private (social-franchised), and using the EquityTool.||Socioeconomic equity||Report||October 1, 2016||kenya||report||socioeconomic-equity|
|The Relationship between wealth and use of health services in the private sector||Literature review and secondary data analysis focusing on family planning and common childhood illness across different public and private sector facility types and by wealth, written for Population Services International (PSI) and USAID.||Socioeconomic equity||Report||September 1, 2016||bangladesh cambodia democratic-republic-of-congo dominican-republic ghana haiti kenya liberia mali nigeria senegal zambia||report||socioeconomic-equity|
|Simplified Asset Indices to Measure Wealth and Equity in Health Programs: A Reliability and Validity Analysis Using Survey Data From 16 Countries||A Global Health Science and Practice Journal article by Chakraborty, Fry, Behl, and Longfield on the creation of country-specific measures of household wealth with as few as 6 questions that are highly reliable and valid in both urban and rural contexts.||Socioeconomic equity||Journal Article||April 1, 2016||bangladesh benin cambodia cameroon ethiopia malawi mozambique nepal nigeria pakistan philippines rwanda senegal tanzania uganda zimbabwe||journal-article||socioeconomic-equity|
|Living Goods & Medic Mobile Case Study – Abridged||EquityTool Case Study (abbreviated version): A collaboration between Living Goods and Medic Mobile on a Smart Health mobile app integrating the EquityTool provided Living Goods Community Health Workers with digital tools to better measure and provide crucial health services.||Socioeconomic equity||Case Study||July 9, 2018||kenya uganda||case-study||socioeconomic-equity|
|Living Goods & Medic Mobile Case Study – Full Length||EquityTool case study (full length version): A collaboration between Living Goods and Medic Mobile on a Smart Health mobile app integrating the EquityTool provided Living Goods Community Health Workers with digital tools to better measure and provide crucial health services.||Socioeconomic equity||Case Study||July 9, 2018||kenya uganda||case-study||socioeconomic-equity|
|EquityTool Case Study: Ensuring equitable access to clean water with Water Mission||Water Mission incorporated EquityTool questions into their existing evaluations of two projects: a household water treatment program in Peru, and a solar-powered prepaid water system project in Tanzania. In both cases, the EquityTool allowed Water Mission to better understand their client profile and program efficacy and affordability.||Socioeconomic equity||Case Study||June 9, 2018||honduras peru tanzania||case-study||socioeconomic-equity|
|Video introduction to the EquityTool||A short video introduction to the EquityTool.||Socioeconomic equity||Guides & Tools, Video||December 13, 2015||guides-tools video||socioeconomic-equity|