Situational Assessment and Program Planning: Online tools...

The Health Communication UnitAt The Dalla Lana School of Public HealthUniversity of TorontoHealth Science Building155 College Street, Room 500Toronto, ON M5T 3M7

Tel (416) 978-0522Fax (416) 971-1365Email: hc.unit@utoronto.caWeb: www.thcu.ca

Situational Assessment and

Program Planning: Online tools and offline supports

available through THCU

APHEOSeptember 2010

Introduction

• Facilitators• Larry Hershfield & Jodi Thesenvitz

• Objectives• To inform participants about resources available,

through THCU, relating to program planning and conducting situational assessments, particularly with respect to the OPHS. This will include the OHPP, other situational assessment resources and the 12 OPHS sample plans.

• To engage participants regarding potential uses and enhancements to these resources, as well as possible collaborations.

Overview of THCU

Key Metrics

• Each year deliver approx. 40 workshops, hold approx. 75 face-to-face guided process consultations, and provide advice and information about 100 times per year, reaching over 3300 clients

• 13 workbooks, and dozens of other tools and handouts. More and more in French

• Leading user of new technologies in sector• 85,000 visitors to THCU.ca each year• 10,000 resources downloaded each year

Product Overview

From paper beginnings to online intelligence

From paper to word processor

...to Excel ...to online workbook ..., to online, interactive, intelligent apps

*Help me make decisions.OHPP, IM Online, OESS Business Case (2008-now)

*Can I get my work from multiple locations?*Can I have it all in one place (help, worksheets, resources)?*Give me clean, consistent, coherent data.*Help me construct my visuals (Logic model, timeline, etc.)*Save me time (carry forward, construct and reconfigure data).– Online H. Comm Planner (2000), Specs for Online Eval Tool (2002), OHPP (2008)

*Give me more control over my data (calculate, filter, sort)-Grid analysis tool

*I’d like to enter it together, in real time.-Message Review tool

Essential Skills Resource Tour

• http://www.thcu.ca/workshops/hpskillsresourcetour.htm

Final Decision

UseLoseAdapt

Ontario Health Promotion Email Bulletin

Most popular THCU website pages and resources

• OHPP Tutorial Webcast Page – 2500 visitors per year• Essential Skills Resource Tour -2300 visitors per year• Evaluating Health Promotion Programs Workbook –1000 downloads/yr• Evaluation At a Glance – 750 downloads/year• Intro to Health Promotion Planning Workbook –700/yr• Logic Models Workbook – 600/yr• Planning At a Glance -600/yr• Developing Health Promotion Policies Workbook – 500/yr• Health Communication Campaign Development At a Glance – 500/yr

Print and online resources forplanning and

situational assessment

Snapshot of THCU’s SA process

1. Develop research questions.

2. Develop data gathering plan.

3. Collect data.

4. Organize and summarize data.

5. Communicate key findings.

6. Consider how to proceed with planning

Research questions (1)

• What is the situation?• What impact is the current situation having ?• What groups of people are at highest risk ?• What settings or situations are high risk?• How do local stakeholders perceive the situation? • What are the needs, perceptions and favoured

directions of the community?

Research Questions (2)

• What influences are making the situation better and worse?• What risky or negative health behaviours are

affecting the situation?• What makes people behave in these ways? • Are there protective factors ?• What political, economic, environmental, social and

technological trends are influencing the situation?• What internal strengths and weakness are present

in your organization? What opportunities and threats are in your environment?

•

Research Questions (3)

• What possible actions can you take to deal with the situation?• What are other organizations, similar to yours

doing (and/or did they do) in the past to address this situation? What evaluation data is available ?

• What evidence exists to support various actions?

Free, in our resource databasewww.thcu.ca

• Planning Health Promotion Programs – Revised Ed.• Situational Assessment Slideshow• Planning AAG and Planning Interactive webinars (SA focus)• Face to face, upon request events• Literature searching support and archive of past searches• Essential skills resource tour: THCU on Planning

http://www.thcu.ca/workshops/hpskillsresourcetour.htm#planning• Indicator’s critique exercise• Webcasts on selected topics• Evidence to support planning decisions (a collection of resources)• Sources of indicators list

• OHPP and OHPP tutorials

Orientation to the Online Health Program

Planner

Topics covered in this orientation

. Outputs, what you can produce with the OHPP

. Setting up an account, playing in the sandbox

Getting your data in, managing your data4. QA style worksheets

5. Table style worksheets

6. The Objective Builder

7. Build a logic model

8. Worksheets with beginning and advanced levels

. Getting your data out

Getting content help10. THCU’s workbook, case studies, completed examples

11. Other planning tools, sources of evidence, consultations and training

2. Getting technical help

OutputsWhat you can produce with the

OHPP

Uses

1. I need help to plan my program in a systematic, evidence-informed way.

2. I want to create a logic model. 3. I am interested in a painless way to write objectives. 4. I need a structured plan to collect situational

assessment data. 5. I'm looking for a way to organize my situational

assessment data. 6. I want to reflect on and review some critical decisions. 7. I need to prioritize a long list of possible activities. 8. And more!

I want to create a logic model.

I am interested in a painless way to write objectives.

I want to organize my situational assessment data.

Create an Account

Create Plans

Play in the Sandbox

QA Style Worksheets

Table Format

Table Style Worksheets

A table appears above the series of questions

Partially completed table (bring forward)

Click on a row to answer questions about the activity in that row

Using the Objective Builder

Elements of a well-written outcome objective

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Outcome(what)

Priority Population

(who)

Conditions(when)

Target(How much)

A well-written

outcomeobjective

A series of menus, rather than open text boxes, helps you decide on suitable answer options

Switch Back to Builder

Switch back and forth as you wish. But note that you cannot use the Builder to edit an objective written or changed on the Freehand side.

The Freehand side is also good for advanced users who already know how to write good objectives

Building a Logic Model

How to fill in the pieces of the logic model

Component of Logic Model Worksheet to Complete

GoalsWorksheet 3.1: Set Goals, Audiences, Outcome Objectives

Audiences

Outcome Objective (Long, Medium, Short-term)

Strategies Worksheet 4.1: Choose Strategies and Brainstorm Activities

Activities Worksheet 4.2: Assess and Choose Activities (Must do at least the final question in this series #6 – Choose activities)

Process Objectives Worksheet 4.4: Develop Process Objectives

Resources Worksheet 4.3: Assign Resources and Outcome Objectives (to activities)

Getting Data Out

Getting your data out

All outputs open in user friendly, easy-to-modify, Word

Getting Content Support

THCU’s consultation service

• Free to those working on Ontario-focused projects.• Scope varies, depending on need:

• short training sessions; • brief, one-time advice; • review your work or product;• hands-on assistance working through our step models; • links to other sources of information and resources.

• Consultation request form http://www.thcu.ca/consultation/request_form.htm

• Sample consultations http://www.thcu.ca/consultation.htm

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Upon Request Workshops

• All of our workshops, are available upon request for groups as small as 30 and as large as 50.

• Any coalition or agency can partner with THCU to host a workshop in their community.

• We provide the facilitators at no cost and will work with you to help tailor, organize and promote the event.

• Service request form http://www.thcu.ca/consultation/request_form.htm

• We require at least three months' notice to plan and deliver a workshop.

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Getting Technical Support

Do you have questions?

• Please contact us

• Jodi Thesenvitzj.thesenvitz@utoronto.ca

• Larry Hershfieldhershfield.larry@utoronto.ca

Key Metrics

Interactive Quiz

• Unique visitors to to homepage in one-year• Number of accounts created in one-year • Percentage who visited tool more than twice• Average ratings for overall quality (5pt scale)• Average ratings for overall usefullness (5pt)• Number of wksheets filled in per yr (17 avail)• Amount of time spent in the tool per visit• Average numbers of pages viewed per visit• Average number of logins per account/yr• Percentage who say: I recommend this tool

Webstats

• First Year (April 1, 2009 – March 31, 2010)• 8000 unique visitors to OHPP in first year, from

107 countries, 87% from Canada (60% Ontario/Quebec)

• 1350 accounts (17% conversion rate)

• First half (minus a month) of second year• 4555 unique visitors (90% to English side)• 1727 accounts total (377 new accounts this

year)• 2270 plans• 1869 exports

Ontario Public Health Standardsample plans

OPHS Sample Plans

• 12X• Guidance Docs

• Injury prevention• School health• Reproductive health

• Individual Interventions (Think and Drive, Stand-up!, Suicide, Stay on Your Feet, Healthiest Babies Possible, Breastfeeding Buddies, The Odds)

• 16X coming• Other resource centres will be participating

Development processand principles

• Gather documentation• Exemplary vs. ‘exactly what happened’

(Based on…adapted from..) approach• Review drafts with local sites when possible

(can be very resource intensive effort)• Starting points to be built on, adapted, not

to be carbon copied

Interface Overview

Content highlights for Guidance Document Overview Plans

• Lists of sources of data• Starting point for answers to SA research

questions• Starting list of potential actions and some

information about effectiveness• Sample logic model structure (ideas for how

to organize work)• Well-worded goals and objectives• Sample indicators, with real sources

Content highlights for Specific Local Interventions

• Ideas for who and how to involve stakeholders

• Starting point for all aspects of project management (time, resources, decision-making, etc.)

• Realistic goals, objectives, indicators

In the Works

Ways to Collaborate

Ways to collaborate

• As subject area experts - find, translate, format data, processes, resources, case studies to teach others

• Use our materials• Promote our materials• Evaluate our materials• Funders-let us know about opportunities to

partner or apply to monies