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COMPETENCE ASSESSMENT TOOL
(CAT) FOR HEALTH EDUCATORS
Saeed Anwar
Problem Statement
 Health education - central to preventive and
promotive health services in primary care
 Health education is globally a component of
Primary Healthcare 1
 When talking of health educators, HE is their
exclusive job role
 HE sessions in our setting are as a rule going un -
assessed and un – monitored or in a poorly
monitored form
Magnitude of the problem
 Recent statistics on a few relevant health indicators are
cited below:
1. Under five mortality: 100/1000 live births
2. IMR: 76/1000 live births
3. Child immunization: 70%
4. Exclusive breastfeeding: 45%
5. MMR: 320/100 000 live births
6. CPR: 38%
7. Skilled birth attendance: 42%
8. Antenatal care: 47% 2
 HFs and schools are the usual community based
venues of HE
 HE mostly happens as a group activity
 Target audiences are often poor, rural people
mostly illiterate or with low literacy level
Priority themes/subthemes of HE
1. Birth spacing
2. Regular antenatal check up and skilled birth
attendance
3. Danger signs of pregnancy
4. Diet during pregnancy and lactation
5. Breastfeeding and weaning
6. Immunization
7. Growth Monitoring up to first 3 years of life
8. ORS use during diarrhea 3
*UNICEF’s Facts for Life will be used as reference for Issue Specific Key
Messages
Context
 Workplace based assessment of HE sessions with
the help of this assessment tool
 Public & private sector static community clinics in
flood affected districts (Charsadda and Nowshera)
 Plus point is that CHS itself got four static clinics in
flood affected districts including these districts (they
may serve as control)
Uses
 Workplace based assessment of various cadre
community educators, including lady health workers
 Formative and summative assessment of medical
students:
1. As workplace based assessment in community
2. On practical stations, and
3. Mini CEX
Questions in the mind?
 What are the priority competencies for a health
educator?
 Is there any pre - existing tool to measure those?
 If not, what about developing an indigenous one?
And
 Pilot test it for reliability assessment and validation
Literature Search
 Search done for HE skills, competencies and assessment
formats
 List of skills returned on search included:
1. Cultural competency skills
2. Communication and interpersonal skills
3. Negotiation/Refusal skills
4. Cooperation and teamwork skills
5. Advocacy skills
6. Critical thinking skills
7. Decision making skills
8. Problem solving skills, and
9. Coping and self management skills 4
Search ---
 Assessment format was found on communication for
training
 No format was found for the target HE skills
 However there were:
1. Guidelines to assess cultural competence of
organizations
2. Standards to evaluate organizational competence
for health promotion
3. Standard formats of IEC material, and
4. Check lists for patient education in clinical setting
Scope of the tool
 Its doesn’t claim comprehensive assessment of all the
HE competencies/skills at all
 Its focus is on assessing HE skills necessary for
effective conduction of community based HE sessions
 These include:
1. Time management skills
2. Organizational skills
3. Cultural skills, and
4. Communication skills to effectively get across the
issue specific key messages to community groups
Type of scale
 7 Items adjectival rating scale
Rating scale
SKILL ITEMS
Cultural skills 1. Session takes care of socio - cultural norms
2. People are greeted in culturally appropriate way
3. Session breaks for prayer well in time (skip if NA)
Time management skills 4. Session duration is shared at start
5. Session closes on time
Organizational skills 6. Overall organization for the session is appropriate
7. Support material is at hand
8. Support material is pre deployed at right place(s)
Communication skills 9. Introduces self appropriately
10. Shares purpose of the session
11. Maintains eye contact with the group
12. Non verbal cues match the verbal communication
13. Explains technical term(s) in easy language (skip if NA)
Scale ---
SKILL Item
Communication skills 14. Communicates in an easy lay language
15. Remains on theme largely
16. Don’t prolong unnecessarily
17. Appropriately delivers key messages on the issue
18. Takes help of the support material appropriately
19. All the key messages are delivered appropriately
20. Demonstrates the procedure appropriately (skip if NA)
21. Takes feedback on key messages appropriately
22. Takes proper feedback of the procedure (skip if NA)
23. Encourages to ask questions
24. Responds to questions appropriately
25. Clarifies appropriately where needed (skip if NA)
26. Avoids unnecessary lengthy discussion
27. Informs about sources to take help from (skip if NA)
Rubric
 1 = Poor
 2 = Borderline poor
 3 = Borderline satisfactory
 4 = Satisfactory
 5 = Good
 6 = Excellent
 7 = Outstanding
Assessment type and scoring
 Formative assessment
 Low stakes assessment
 Coupled with feedback
 Other than skip items, should meet at minimum the
satisfactory for all of the items
Reliability Assurance
 Items are clear
 Items are not double barreled
 Total number of items exceed 20
 Several items check for key concepts/constructs
 Training of the study team
 Pilot testing the study team and tool
 Multiple observations
 Multiple raters
Reliability analysis
 For internal consistency: ICC
 Inter item correlation
 Item to total correlation
 Split half reliability (Cronbach alpha)
 Test retest reliability
 For inter rater reliability: Pearson Correlation
Validation methods
 Face Validation: Seeking experts’ opinion
 Content validation:
1. Experts
2. Relevant literature
 Construct validation:
1. Relevant literature
2. Experts
 Consequent validation:
- Piloting, Repeated field tests
Minimizing Bias
 Clear items
 No double barreled items
 Appropriate phrasing of items
 Easy to follow
 Not too lengthy
 No or minimum recall items
 Training the observers; pre testing the raters and
tool at pilot
Ethical considerations
 Informed consent for assessment from the assessed
 Non sharing of the assessment with non concerned
ones
 Non disclosure of identity of the assessed
References
1. WHO / UNICEF: Alma Ata Declaration, 1978
2. UNICEF: Multiple Indicators Cluster Survey, 2008
3. UNICEF, WHO, UNESCO, UNFPA, UNDP & UNAIDS:
Facts for Life, 3rd Edition, 2002
4. WHO: Information Series on School Health,
Document No. 9 of 2001
Acknowledgment
 All the course faculty for facilitation throughout
 All the members of support staff for help, and
 All the course mates for active contribution to my
learning through IPs, at group work and off & on
consultation

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Health promoters competence assessment tool (hcat)

  • 1. COMPETENCE ASSESSMENT TOOL (CAT) FOR HEALTH EDUCATORS Saeed Anwar
  • 2. Problem Statement  Health education - central to preventive and promotive health services in primary care  Health education is globally a component of Primary Healthcare 1  When talking of health educators, HE is their exclusive job role  HE sessions in our setting are as a rule going un - assessed and un – monitored or in a poorly monitored form
  • 3. Magnitude of the problem  Recent statistics on a few relevant health indicators are cited below: 1. Under five mortality: 100/1000 live births 2. IMR: 76/1000 live births 3. Child immunization: 70% 4. Exclusive breastfeeding: 45% 5. MMR: 320/100 000 live births 6. CPR: 38% 7. Skilled birth attendance: 42% 8. Antenatal care: 47% 2
  • 4.  HFs and schools are the usual community based venues of HE  HE mostly happens as a group activity  Target audiences are often poor, rural people mostly illiterate or with low literacy level
  • 5. Priority themes/subthemes of HE 1. Birth spacing 2. Regular antenatal check up and skilled birth attendance 3. Danger signs of pregnancy 4. Diet during pregnancy and lactation 5. Breastfeeding and weaning 6. Immunization 7. Growth Monitoring up to first 3 years of life 8. ORS use during diarrhea 3 *UNICEF’s Facts for Life will be used as reference for Issue Specific Key Messages
  • 6. Context  Workplace based assessment of HE sessions with the help of this assessment tool  Public & private sector static community clinics in flood affected districts (Charsadda and Nowshera)  Plus point is that CHS itself got four static clinics in flood affected districts including these districts (they may serve as control)
  • 7. Uses  Workplace based assessment of various cadre community educators, including lady health workers  Formative and summative assessment of medical students: 1. As workplace based assessment in community 2. On practical stations, and 3. Mini CEX
  • 8. Questions in the mind?  What are the priority competencies for a health educator?  Is there any pre - existing tool to measure those?  If not, what about developing an indigenous one? And  Pilot test it for reliability assessment and validation
  • 9. Literature Search  Search done for HE skills, competencies and assessment formats  List of skills returned on search included: 1. Cultural competency skills 2. Communication and interpersonal skills 3. Negotiation/Refusal skills 4. Cooperation and teamwork skills 5. Advocacy skills 6. Critical thinking skills 7. Decision making skills 8. Problem solving skills, and 9. Coping and self management skills 4
  • 10. Search ---  Assessment format was found on communication for training  No format was found for the target HE skills  However there were: 1. Guidelines to assess cultural competence of organizations 2. Standards to evaluate organizational competence for health promotion 3. Standard formats of IEC material, and 4. Check lists for patient education in clinical setting
  • 11. Scope of the tool  Its doesn’t claim comprehensive assessment of all the HE competencies/skills at all  Its focus is on assessing HE skills necessary for effective conduction of community based HE sessions  These include: 1. Time management skills 2. Organizational skills 3. Cultural skills, and 4. Communication skills to effectively get across the issue specific key messages to community groups
  • 12. Type of scale  7 Items adjectival rating scale
  • 13. Rating scale SKILL ITEMS Cultural skills 1. Session takes care of socio - cultural norms 2. People are greeted in culturally appropriate way 3. Session breaks for prayer well in time (skip if NA) Time management skills 4. Session duration is shared at start 5. Session closes on time Organizational skills 6. Overall organization for the session is appropriate 7. Support material is at hand 8. Support material is pre deployed at right place(s) Communication skills 9. Introduces self appropriately 10. Shares purpose of the session 11. Maintains eye contact with the group 12. Non verbal cues match the verbal communication 13. Explains technical term(s) in easy language (skip if NA)
  • 14. Scale --- SKILL Item Communication skills 14. Communicates in an easy lay language 15. Remains on theme largely 16. Don’t prolong unnecessarily 17. Appropriately delivers key messages on the issue 18. Takes help of the support material appropriately 19. All the key messages are delivered appropriately 20. Demonstrates the procedure appropriately (skip if NA) 21. Takes feedback on key messages appropriately 22. Takes proper feedback of the procedure (skip if NA) 23. Encourages to ask questions 24. Responds to questions appropriately 25. Clarifies appropriately where needed (skip if NA) 26. Avoids unnecessary lengthy discussion 27. Informs about sources to take help from (skip if NA)
  • 15. Rubric  1 = Poor  2 = Borderline poor  3 = Borderline satisfactory  4 = Satisfactory  5 = Good  6 = Excellent  7 = Outstanding
  • 16. Assessment type and scoring  Formative assessment  Low stakes assessment  Coupled with feedback  Other than skip items, should meet at minimum the satisfactory for all of the items
  • 17. Reliability Assurance  Items are clear  Items are not double barreled  Total number of items exceed 20  Several items check for key concepts/constructs  Training of the study team  Pilot testing the study team and tool  Multiple observations  Multiple raters
  • 18. Reliability analysis  For internal consistency: ICC  Inter item correlation  Item to total correlation  Split half reliability (Cronbach alpha)  Test retest reliability  For inter rater reliability: Pearson Correlation
  • 19. Validation methods  Face Validation: Seeking experts’ opinion  Content validation: 1. Experts 2. Relevant literature  Construct validation: 1. Relevant literature 2. Experts  Consequent validation: - Piloting, Repeated field tests
  • 20. Minimizing Bias  Clear items  No double barreled items  Appropriate phrasing of items  Easy to follow  Not too lengthy  No or minimum recall items  Training the observers; pre testing the raters and tool at pilot
  • 21. Ethical considerations  Informed consent for assessment from the assessed  Non sharing of the assessment with non concerned ones  Non disclosure of identity of the assessed
  • 22. References 1. WHO / UNICEF: Alma Ata Declaration, 1978 2. UNICEF: Multiple Indicators Cluster Survey, 2008 3. UNICEF, WHO, UNESCO, UNFPA, UNDP & UNAIDS: Facts for Life, 3rd Edition, 2002 4. WHO: Information Series on School Health, Document No. 9 of 2001
  • 23. Acknowledgment  All the course faculty for facilitation throughout  All the members of support staff for help, and  All the course mates for active contribution to my learning through IPs, at group work and off & on consultation