This guidance promotes a coordinated approach to needs assessments and has been established for IDP-settings and the cluster-system. It can equally assist in guiding the RCM from a technical aspect.
Practical guidance on data sharing, including how to assess the benefits and risks, and a set of minimums in terms of trust, concepts, principles, methods, and processes.
Pratical guidance on how to collect and analyse sex and age disaggregated data at different phases of the emergency.
Guides UNHCR staff and partners to integrate community-based approaches to protection in their humanitarian work.
Policy that lays down the rules and principles relating to the processing of personal data of persons of concern to UNHCR.
The purpose of this guidance is to assist UNHCR personnel in the application and interpretation of the Policy on the Protection of Personal Data of Persons of Concern, adopted in May 2015
Policy that defines the centrality of protection in humanitarian action as well as the process for its implementation at country level.
Sets out actions to be undertaken throughout the humanitarian programme cycle (HPC) to fulfill commitments on Accountability to Affected Populations (AAP) and to ensure that protection is central to humanitarian response.
Policy on the systematic application of an Age, Gender and Diversity (AGD) approach in UNHCR operations to ensure that all persons of concern enjoy their rights on an equal footing and are able to participate fully in the decisions that affect their lives.


Guidance on how to plan for your analysis, using an information matrix. Based on the UNHCR/WFP Joint Assessment Mission Guidelines
Guidance on the parameters to consider when planning an assessment and how these influence assessment design. Parameters include the crisis characteristics, the decisions to be informed, level of access etc.
Guidance note on the use of the analytical framework developed for UNICEF Led Clusters and Areas of Responsibility.
Guidance on conducting protection analysis in displacement situations resulting from violence, abuse and conflict. Includes a Stakeholder Analysis tool and Risk Equation tool.
Guidance on when and how to use qualitative and quantitative research methods
Step by step guidance for establishing an analytical framework and how to use the template
Provides a practical resource on how to conduct a needs assessment based on main lessons learned from various initiatives and experiences.
Provides a valuable resource for designing assessments, as well as providing a common basis for analysing and monitoring progress in meeting humanitarian needs.
Provides guidance on globally applicable aspects of humanitarian aid and sets core standards.


Practical guidance on how to undertake a secondary data review, developed by UNHCR
Guidance on how to evaluate information from secondary sources.
Provides an overview for developing a humanitarian needs overview (HNO), explains the purpose of a joint analytical process, the main steps required and the different roles and responsibilities entailed.
Provides an overview of definitions, methods and good practice on how to derive overall, inter-sectoral humanitarian population figures.
This inter-agency guidance provides an overview of definitions, methods and good practice on how colleagues can derive population figures, specifically with respect to ‘total population’, the ‘affected population’ and ‘people in need’.
Technical brief on how to select and use suitable methods when conducting a population estimation exercise.
Technical brief on how to undertake a secondary data review during the initial days and weeks after a disaster.
Short guidance on undertaking an analysis of the protection context.

Data collection

Practical guidance on how to obtain meaningful informed consent during primary data collection.
Introduction to different sampling methods and their use.
Technical brief on conducting joint rapid assessments of humanitarian needs in urban environments within the first weeks of a disaster.
Provides guidance on ethical considerations in primary data collection.
Sample instructions that should be adapted for conducting focus group discussions in rapid assessments
Provides guidance on how to reach a commonly agreed number of IDPs in a given location/situation by a variety of profiling methodologies .
Technical brief on how to select relevant groups and identify the most appropriate sites to assess.
Technical brief with a detailed step-by-step approach on how to undertake direct observation and key informant interviews for primary data collection.
Technical brief on the design of questionnaires for use in humanitarian emergencies by providing a set of guiding principles and a step-by-step process.

Sector / Situation Specific Standardized tool

Assists UNHCR operations with initial multi-sectoral needs assessments when there has been a significant sudden forced displacement of populations across borders.


UNHCR note on how to undertake joint analysis in a workshop setting.
Technical brief which seeks to break down the analysis process into simple steps to show that analysis consists of a fairly limited set of basic moves.
Technical brief on the use of expert judgment in humanitarian analysis, including methods for the elicitation of expert judgement and case studies to illustrate its practical applicability within humanitarian contexts.
Technical brief with guidance on how to reserach and analyse with qualitative and quantitative research techniques


Provides an example of a dissemination strategy for a profiling exercise