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O F F I C E O F T H E A S S I S T A N T S E C R E T A R Y F O R H E A L T H Tools to enhance your CQI work: Applying a CQI approach to site recruitment challenges Annie Buonaspina, MPA, Research Analyst Daniel Friend, Ph.D., Senior


  1. O F F I C E O F T H E A S S I S T A N T S E C R E T A R Y F O R H E A L T H Tools to enhance your CQI work: Applying a CQI approach to site recruitment challenges Annie Buonaspina, MPA, Research Analyst Daniel Friend, Ph.D., Senior Researcher HHS Office of the Assistant Secretary for Health Office of Population Affairs 5/15/2020

  2. Plan for today’s session • Review of CQI process: key takeaways from the fall webinar • The challenge: site recruitment • Understanding the problem • Developing strategies • Measuring the effectiveness of your strategy • Questions O F F I C E O F T H E 2 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  3. Who is on the call? O F F I C E O F T H E 3 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  4. Poll: How comfortable are you with CQI? • What’s CQI? • I know of it, but I don’t think I’m doing it right and/or don’t know how to do it. • I’ve lead or participated in CQI efforts, but I could use more information about how to do it effectively. • I feel comfortable with it, but it always helps to learn more. • I’m an expert in CQI! O F F I C E O F T H E 4 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  5. Overview of the CQI process • What is CQI? Planning • Program monitoring versus CQI • CQI cycle Strategy Implementing • Create a team development • Plan • Develop strategies • Test Assessing Testing • Assess • Implement O F F I C E O F T H E 5 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  6. Poll: Where are you having site recruitment challenges? • Schools • Community-based organizations • Faith-based organizations • Other • I’m not having site recruitment challenges. I’m here to contribute expertise! O F F I C E O F T H E 6 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  7. What are the main barriers you’ve encountered in recruiting partners? O F F I C E O F T H E 7 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  8. Developing a specific aim • Challenge: Site recruitment • Specific challenge: We’re having trouble getting traction for the program in schools • Specific aim: Develop agreements …. • With at least two school districts ( achievable, realistic, measurable) • In the five-county area ( specific) • In the next six months ( time-bound) O F F I C E O F T H E 8 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  9. Understanding the problem • In review: problem tree analysis • A tool for documenting root causes, breaking down challenges O F F I C E O F T H E 9 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  10. Understanding the problem • Combating solutionitis • Additional tools • Process map • Empathy interview • Root cause analysis tools O F F I C E O F T H E 10 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  11. Tool for understanding the problem: Process maps Example: What is the process for ordering a pizza with someone else? O F F I C E O F T H E 11 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  12. Process Map: Process for initial outreach to partners O F F I C E O F T H E 12 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  13. distribute materials Follow up recruitment Conduct research to develop a list of schools, CBOs, health offices, faith-based sites, and so on Initial contact: with Assemble your primary contact in one week Interested? No Gather feedback Yes Set meeting team Sample Questions to discuss details meeting and Attend an event/ Sample Questions Sample Questions about your program Send an introductory letter Process Map: Process for initial outreach to partners Does your pitch explain If you can’t reach the If the partnership Are you focusing on Sample how your program will doesn’t work out, do you contact on follow-up, have all potential help them to better serve have a process for Questions you considered other partners or just one students? Are you stakeholders at the school gathering feedback subset (e.g., only familiar with their needs? who can help you? Are you about what didn’t work? public schools, only Have you identified the reaching out at a convenient high schools)? right decision maker? time to reach your contact? O F F I C E O F T H E 13 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  14. Tool for understanding the problem: Empathy interviews • What? Informal conversations to gather the perspectives of those involved with an issue • What makes an empathy interview different? • Example: designing a better toothbrush O F F I C E O F T H E 14 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  15. Tool for understanding the problem: Empathy interviews • Think about whom you need to interview • In addition to typical users, think about the extremes • Prepare for the interview • Although it’s an informal conversation, come prepared with a few questions • For a template, see an example from Stanford’s d.school • Document key insights • What did you learn that provides useful information about the problem? O F F I C E O F T H E 15 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  16. Understanding the problem: A few other tools • Structured tools for digging into root causes • Fishbone diagram • The 5 “whys” O F F I C E O F T H E 16 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  17. Understanding the problem: A few other tools • Structured tools for digging into root causes • Fishbone diagram • The 5 “whys” O F F I C E O F T H E 17 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  18. Discussion: Choose a tool • Scenario #1: Statistics on teen pregnancy rates in your county demonstrate a need for teen pregnancy prevention programming. However, the prevailing attitude in the county is that you don’t talk about issues like teen pregnancy. What’s a tool we covered that you could use to inform improvement strategies? O F F I C E O F T H E 18 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  19. Discussion: Choose a tool • Scenario #2: Your team has trouble establishing partnerships. What tool might you use to strengthen your approach? O F F I C E O F T H E 19 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  20. Developing strategies: Driver diagrams Adapted from Carnegie Foundation for the Advancement of Teaching O F F I C E O F T H E 20 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  21. Developing strategies: Driver diagrams O F F I C E O F T H E 21 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  22. Developing strategies: Driver diagrams O F F I C E O F T H E 22 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  23. Developing solutions: Where to find ideas? • Consult the literature/field • Check out Google Scholar, HHS.gov OPA TPP resource site, or the TPP19 toolkit • See this resource for tips on how to conduct effective literature searches • Your staff • Other practitioners/TPP grantees O F F I C E O F T H E 23 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  24. Discussion: Practice developing drivers O F F I C E O F T H E 24 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  25. Discussion: Practice developing drivers O F F I C E O F T H E 25 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  26. Measuring success: The four types of measures blank What they tell you When to track Walking through an example: Develop tailored talking points Process Was the strategy While implementing # of site meetings in which staff came measures implemented as intended? your strategy prepare with site-specific talking points Primary Are the process changes Immediately after # of schools in which the team has driver linked to interim outcomes? implementing strategy cultivated at least one measures supporter/champion (building buy-in driver) Outcome Are we reaching Post-strategy # of MOUs developed with school measures our ultimate aim? partners Balancing Did the strategy lead to any While implementing Interviews to reveal that creating measures unintended impacts? post-strategy talking points tailored to each site is labor intensive and takes away from other tasks Adapted from Carnegie Foundation for the Advancement of Teaching O F F I C E O F T H E 26 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

  27. Discussion: Process measures • Challenge #1: Potential partners lack openness to the idea of teen pregnancy prevention programming • Strategy #1: Record former participants speaking to how they benefited from the program and share the video as part of your outreach materials.. • Primary driver: Building buy-in • Definition reminder: Is the strategy being implemented as intended? • Questions: • How will we know whether this strategy is being implemented as planned? What can we track? O F F I C E O F T H E 27 A S S I S T A N T S E C R E T A R Y F O R H E A L T H

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