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Learn how to evaluate workplace health interventions effectively with theoretical models, design methods, and outcome evaluation criteria to measure impact on employees' well-being and productivity.
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Evaluating Workplace Health and Wellbeing Interventions Georgia T. Karuntzos, Ph.D Jeremy Bray, Ph.D Jesse M. Hinde RTI International
Steps for Conducting Effective Evaluations Centers for Disease Control 2
Types of Evaluations Adapted from: Norland, E. (2004, Sept). From education theory.. to conservation practice Presented at the Annual Meeting of the International Association for Fish & Wildlife Agencies, Atlantic City, New Jersey.
Theoretical/Logic Model • A diagram of the theory of how a program is supposed to work—a graphic depiction of relationships between activities and results (conceptual/theoretical model) • A logical chain of connections showing what a program intends to accomplish • Increases intentionality and purpose • Guides prioritization and allocation of resources • Helps to identify important variables to measure; use evaluation resources wisely • Supports replication
WFHN Evaluation Design • Single protocol • Work redesign, supervisor training and self-monitoring • Multiple industries and worksites • Healthcare (blue collar) • Telecommunications (white collar) • Group randomized field experiment • Intervention and comparison group assignment at the worksite or work group level • Adaptive randomization to balance covariates
Outcome Evaluation Design • Nested cohort design • Worksite partners are randomized within industry to intervention or control group • Outcomes evaluated at multiple levels, employees, workgroups and worksites • Allows for multiple levels of clustering (e.g., workgroups within worksites), and a variety of outcomes (e.g., discrete, continuous, count)
Formative(Process) Evaluation Framework Implementation Outcomes Acceptability Adoption Appropriateness Cost Feasibility Fidelity Penetration Sustainability Service Outcomes* Efficiency Safety Effectiveness Equity Patient- centeredness Timeliness Individual Outcomes Satisfaction Function Health status/ symptoms How? What? Implementation QIs - Strategies ESTs *IOM Standards of Care Implementation Research Methods Proctor’s Model of Implementation Outcomes
Process Evaluation Data • Document Reviews – provide information to build an “a priori” understanding of the program content, operations, context, and program stakeholders • Review reports, instruments, protocols, promotional materials, patient materials, resource lists, organizational documents (org charts, flow charts, operation manuals), web sites. • Observational Studies – provide empirical evidence to assess program fidelity, and generate service flow and timing data to inform outcome and cost analysis • Key Informant Interviews – provide contextual information related to program utility, contextual factors that influence program implementation, service delivery, dispersion, and sustainability • Practioner and Consumer Surveys -- provide systematic data related to service delivery experiences and program related perceptions
Qualitative Analysis Methods • Recursive abstraction (Document Summaries) • Iterative process that generates summaries, classifications, lists, rates, or groupings • Deductive and Inductive Analysis (data coding) • Deductive “a priori” framework • Inductive “grounded theory” analysis • Results in taxonomies, themes, categories, orders • Comparative analysis • Documented vs observed processes, behaviors or outputs • Document changes over time (e.g., model migration) • Variation between processes or outputs • Mixed Methods (triangulation and convergence)
Process Evaluation Results • Comprehensive description of program components • Performance indicators and proficiency scores for program delivery • Common barriers and facilitators across worksites • Descriptive taxonomy of program settings • Construction of moderator variables for use in outcome and economic analyses • Program delivery protocols that are used at each worksite site
Outcome Evaluation Questions • Program Outputs • To what extent is the program actually performed as measured by (e.g. the number of health risk appraisals completed, percentage of employees participating in workshops, number of follow-up services delivered) • Proximal and Distal Outcomes • What is the effectiveness of the program on outcomes of interest? (changes in sleep quality, changes in bio-measures)? • What stakeholder and employee-level characteristics moderate the willingness and ability of performance sites and practitioners to adopt the program
Outcome Evaluation Methods • Descriptive statistics generating classifications or groupings of the participating worksites, provider characteristics, employee characteristics • Multivariate regression examining the relationship between groups • Statistical modeling measuring changes on outcomes over time
Outcome Evaluation Results • Rates and frequencies of program participation • Performance site descriptive characteristics (including staff characteristics) that are associated with outcomes of interest • Within group pre to post changes in health and wellness outcomes • Between group comparative changes in health and wellness outcomes at multiple time points
Intervention Effect on Work Environment FSWE Hypotheses • H1. There are changes in work environment for the • H1a. TOMO intervention group • H1b. TOMO control group • H1c. LEEF intervention group • H1d. LEEF control group • H2. There are baseline differences in environment between intervention and control groups for the • H2a. TOMO industry • H2b. LEEF industry • H3. There are differences in the rate of change in climate between intervention and control groups for the • H3a. TOMO industry • H3b. LEEF industry
Economic Evaluation Questions • What is the program cost to worksites and to other stakeholders? • What is the cost-effectiveness of the program? • What characteristics moderate the cost-effectiveness of the program?
Translational Study • An effective intervention is only useful if it is communicated to and adopted by workplaces • Complementary methods: • Use participant feedback to inform post-study messaging • Analyze process data to study employee perception for developing portrayals of the intervention • Assess potential dissemination channels • Stimulate market demand for effective intervention
Thank You For more information on the Work, Family, and Health Network Study http://projects.iq.harvard.edu/wfhn/people