Evaluation Tools

Process, Outcome, and Impact Assessment Instruments

	Level III Clinical Survey Evaluation [MS Word 467K] Source: New York/New Jersey AETC
	Clinical Training Program Follow-up Survey [PDF 252K] Source: Pacific AETC
	Part 1: Background Information [PDF 85K] Date: 01/26/2004 Source: Southeast AETC
	Structured Participant Interview: Part I [PDF 163K] Date: 05/28/2003 Source: Southeast AETC Training Projects: How Do Trainees Use What They Have Learned?
	Structured Participant Interview: Part II [PDF 142K] Date: 05/28/2003 Source: Southeast AETC Training Projects: How Do Trainees Use What They Have Learned?
	Southeast AIDS Training and Education Center Evaluation [PDF 100K] Date: 09/2002 Source: Southeast AETC 1 page post-training CQI form
	Level I and Level II AETC Training Evaluation Tool [MS Word 61K] Date: n.d. Source: Northwest AETC Note: Training evaluation designed to get feedback about trainer and training quality.
	AIDS Planning Council Orientation Training Evaluation [MS Word 31K] Date: 03/1997 Source: Chapter 4, Training Techniques and Aids (pages 58-60) in Training Guide: A Resource for Orienting and Training Planning Council and Consortium Members. Note: This tool measures participant satisfaction with the content, format, and delivery of an orientation training through open- and closed-ended questions.
	HVTN Training Workshop Evaluation - Closing Evaluation [PDF 130K] Date: n.d. Source: Center for Health Education and Research, University of Washington Note: Brief closing evaluation form designed for participants of the HIV Vaccine Trials Network (HVTN) Training Workshop.
	HVTN Training Workshop Evaluation - Session Evaluation Sample [PDF 107K] Date: n.d. Source: Center for Health Education and Research, University of Washington Note: Brief session evaluation form designed for participants of the HIV Vaccine Trials Network (HVTN) Training Workshop.
	Presentations-Training Form (Overview) [PDF 84K] Date: 1995 Authors: G. J. Huba and L. A. Melchior Staff of The Measurement Group and HRSA/HAB's SPNS Cooperative Agreement Steering Committee Note: Module 3 from the Measurement Group'sCross-Cutting Evaluation of the HRSA HIV/AIDS Bureau's Special Projects of National Significance on Innovative Models of HIV/AIDS Care Presentations-Training Form (Instructions) [PDF 262K] Date: 1995 Authors: G. J. Huba and L. A. Melchior Staff of The Measurement Group and HAB's SPNS Cooperative Agreement Steering Committee Note: Module 3 instructions from the Measurement Group-SPNS Cooperative Agreement Evaluation. Presentations-Training Form (Form) [PDF 41K] Date: 1995 Note: Module 3 form from the national evaluation by the Measurement Group's SPNS Cooperative Agreement Evaluation.

Evaluation Guides and Articles

	Evaluation 101 [PPT 96K] Date: 09/2003 Author: Janet Myers, PhD Source: Pacific AETC Note: Presentation prepared for the 2003 Pacific/NW faculty development conference. 20 slides.
	Conducting a Participatory Evaluation [PDF 27K] Date: 1996 Source: USAID Center for Development Information and Evaluation Note: Concise introduction to conducting participatory evaluations
	Conducting Key Informant Interviews [PDF 27K] Date: 1996 Source: USAID Center for Development Information and Evaluation Note: Introduction to conducting key informant interviews
	Evaluating Program Effectiveness Fact Sheet [PDF 103K] Date: 06/2001 Source: Family Health International
	From People to Places: Overview of the PLACE Method and Lessons Learned [PDF 132K] Date: 2002 Authors: S. Weir, and T. Boerma Source: MEASURE Evaluation Bulletin, 2002, Number 4. Note: This document describes a rapid assessment procedure for geographic areas where targeted preventive interventions can occur (areas where people with multiple sexual partners congregate)
	Preparing an Evaluation Scope of Work [PDF 31K] Date: 1996 Source: USAID Center for Development Information and Evaluation Note: This 4 page TIPS report provides guidance to preparing an evaluation Scope of Work
	Using Direct Observation Techniques [PDF 23K] Date: 1996 Source: USAID Center for Development Information and Evaluation Note: Concise orientation of Direct Observation Techniques
	Using Rapid Appraisal Methods [PDF 25K] Date: 1996 Source: USAID Center for Development Information and Evaluation Note: Brief introduction to Rapid Appraisal Methods

Continuous Quality Improvement

	Improving HIV Care: A Modular Quality Improvement Curriculum [Link to PPT 1.3MB] Date: 2005 Source: Institute for Healthcare Improvement Notes: Provides an overview of the models used by health care providers to improve HIV/AIDS care for their patients. This curriculum was designed to be used in a train-the-trainer structure. The curriculum was developed by the IHI through funding from the Health Resources and Services Administration Bureau of HIV/AIDS (HAB). The curriculum is used by HAB grantees in their quality improvement work. Site registration required. Includes 166 slides with speaker notes.
	Quality Management Technical Assistance Manual [PDF multipart] Source: HRSA HIV/AIDS Bureau Through a 9-step framework, the manual provides information and tools to help Ryan White CARE Act grantees plan, design, measure, assess, and improve performance.
	HIVQual Group Learning Guide [PDF multipart] Source: New York/New Jersey AETC The Group Learning Guide includes interactive quality improvement exercises for HIV health care providers. The guide offers 20 HIV-specific group exercises for quality improvement in HIV programs and range from case studies, quizzes, role-play to evaluations of scenarios. Each exercise includes facilitator notes, handouts for participants, answer keys, and power point slides. This guide provides a clear road map and useful tools for making quality improvement a reality in HIV programs.
	Patient Satisfaction Survey for Ambulatory Care [PDF multipart] Source: New York/New Jersey AETC The Patient Satisfaction Survey consists of a core survey, which is applicable to all HIV-positive patients with HIV primary care visits, and five modules (case management, outpatient substance use services, mental health services, women's health services, and Medicaid managed care). Both, the core survey and all five modules are available in English and Spanish. Additionally, the document include a provider guide that will assist HIV programs to administer the survey by providing some guidance on sampling, administering the survey, and analyzing the results.
	FY 02-05 Continuous Program Quality Monitoring and Improvement Evaluation Questions [PDF 313K] Source: Pacific AETC
	Counselor Quality Assurance [MS Word 124K] Date: 06/2001 Source: Quality Assurance Measures for Voluntary Counseling and Testing Services, Impact and AIDSMark Note: This tool is designed to assist in an external and objective review of quality performance of counseling sessions. After getting the consent of the client, an independent counselor who is not part of the team, sits in sessions when the counselor is conducting a counseling session. He/she completes the quality assurance tool and provides immediate feedback to the counselor followed by a written report on areas of strengths and areas that require improvement.
	Counselor Reflection Form [MS Word 36K] Date: 06/2001 Source: Quality Assurance Measures for Voluntary Counseling and Testing Services, Impact and AIDSMark Note: This is a self assessment tool to assist in measuring the quality of Voluntary Counseling and Testing Services. The counselor completes this self-reflection form on a regular basis after a counseling session. He/she identifies areas to be discussed with a site facilitator during a site support visit or with a counseling supervisor
	Expert Observer Rating Tool [MS Word 244K] Date: 08/1997 Source: User-Friendly Handbook for Mixed Method Evaluations, Appendix A: Sample Observation Instrument, Division of Research, Evaluation and Communication, National Science Foundation. Note: This tool allows an expert observer to document and rate the content, design, pedagogy, and participatory environment in training of adult learners. This tool refers to training of faculty in math/sciences but could be adapted to any type of training of professionals.
	Illustrative Quality Assurance Checklist for Interpersonal Communication [MS Word 41K] Source: National AIDS Councils (NAC) Monitoring and Evaluation Manual. TvT Associates Note: This tool provides an example of a general checklist to assess the quality of any type of communication activity
	Trainee Reactions to Training Form (Module 54 Overview) [MS Word 26K] Date: 1995 Authors: G. J. Huba and L. A. Melchior Staff of The Measurement Group and HRSA/HAB's SPNS Cooperative Agreement Steering Committee Note: Module 54 overview from a module used in The Measurement Group's cross-cutting evaluation of the HRSA HIV/AIDS Bureau's Special Projects of National Significance on innovative models of HIV/AIDS care. Trainee Reaction to Training Form (Instructions) [MS Word 35K] Date: 1995 Authors: G. J. Huba and L. A. Melchior Staff of The Measurement Group and HRSA/HAB's SPNS Cooperative Agreement Steering Committee Source: The Measurement Group Note: Module 54 instructions from the SPNS Cooperative Agreement Evaluation. Trainee Reaction to Training Form (Form) [PDF 37K] Date: 1995 The Measurement Group and the projects of the SPNS Program Cooperative Agreement Note: Module 54 form from the SPNS Program Cooperative Agreement Evaluation, national evaluation by the Measurement Group
	Trainee Reactions to Trainings Follow-up Form (Module 55 Overview) [MS Word 26K] Date: 1997 Authors: G. J. Huba and L. A. Melchior Staff of The Measurement Group and HRSA/HAB's SPNS Cooperative Agreement Steering Committee Note: Module 55 used in the Measurement Group's cross-cutting evaluation of the HRSA HIV/AIDS Bureau's Special Projects of National Significance on innovative models of HIV/AIDS care. Trainee Reactions to Trainings Follow-up Form (Instructions) [MS Word 31K] Date: 1997 Authors: G. J. Huba and L. A. Melchior Staff of The Measurement Group and HRSA/HAB's SPNS Cooperative Agreement Steering Committee Source: The Measurement Group Note: Module 55 follow up form instructions from the SPNS cooperative agreement evaluation. Trainee Reactions to Trainings Follow-up (Form) [PDF 20K] Date: 1996 The Measurement Group and the projects of the SPNS Program Cooperative Agreement Note: Module 55 follow up form from the SPNS Program Cooperative Agreement Evaluation, national evaluation by the Measurement Group
	A Jumpstart for New Team Members [PDF 23K] Date: 08/2002 Source: Chronic Care Training Manual, Institute for Healthcare Improvement, in collaboration with HRSA/HAB. Note: This tool could be used for healthcare providers to track changes in their services as a result of training.

Evaluation Tools for International Training Programs

These materials were compiled by the I-TECH.

	Tools for Evaluating Voluntary Counseling and Testing [PDF 324K] Date: 05/2000 Source: UNAIDS Note: This booklet contains tools to evaluate various aspects of VCT. UNAIDS VCT Counselor Training [PDF 18K] Date: 05/2000 Source: UNAIDS Note: This questionnaire for HIV test counselors assesses selection, training, support and supervision.
	Appendix A: Draft Questionnaire [PDF 40K] Date: 08/1999 Author: John Stover The POLICY Project, The Futures Group International Source: The AIDS Program Effort Index (API): Results from the Field Test Note: The AIDS Program Effort Index (API) assesses national-level support for AIDS policy development, commitment of resources, scope of AIDS prevention and care programs, and human rights. It is useful for making cross-country or within-country temporal comparisons on national commitment to address the HIV/AIDS epidemic.
	Facility Inventory Questionnaire [MS Word 1.1MB] Date: 2002 CDC; FHI; HORIZONS; HRSA; MACRO; MEASURE; SYNERGY; UNAIDS; USAID and WHO Note: A detailed, extensive (46-page) draft facility survey piloted in Kenya, assessing services, personnel, practices. From HIV/AIDS Care and Support Indicators: Pilot Test.
	Health Worker Interview [MS Word 184K] Date: 2002 Authors:  Bessinger; Van Praag; Wolf; Lemma and Rubin CDC; FHI; HORIZONS; HRSA; MACRO; MEASURE; SYNERGY; UNAIDS; USAID and WHO Note: This document provides interview questions to assess knowledge and practices of health care workers. From HIV/AIDS Care and Support Indicators: Pilot Test.
	Health Facility Survey Interview [PDF 40K] Date: 06/02/2000 WHO and UNAIDS Source: Protocol for the Assessment of STI Case Management through Health Facility Survey (Draft) Note: This tool can be used for a facility-based assessment of STI treatment services.
	Health Facility Level AIDS Medical Care Assessment [PDF 84K] Date: 05/2000 The World Health Organization, Initiative on HIV/AIDS and Sexually Transmitted Infections (HSI) Source: Draft Protocol for the Evaluation of HIV/AIDS Care and Support, Annex: Assessment Tools and Questionnaires Note: This set of questionnaires and checklists assesses non-social HIV transmission prevention, access to essential drugs, medical management of patients at health centers or hospitals.