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Table 1 Sources of facilitator effectiveness feedback with CTAC examples

From: Sustaining implementation facilitation: a model for facilitator resilience

Sources

CTAC examples

Details

Formal/informal input from recipients

• Prior to facilitation, we asked facilitation recipients to provide their expectations of the facilitator and the facilitation process using a questionnaire

• One-time questionnaire fielded by CTAC project manager at baseline

• Facilitators informally asked recipients how they felt the process was going during facilitation calls

• Ongoing solicitation of feedback by facilitators during weekly calls

• Recipients were asked to evaluate the facilitators’ efforts at the project midpoint and endpoint using formal qualitative interviews

• External evaluators conducted qualitative semi-structured interviews at 6 months and 12 months from the start of facilitation

Structured and recurring debrief sessions

• The two facilitators debriefed with each other after each weekly facilitation call

• Debrief sessions ranged from 15 to 60 min in length

• 269 facilitation calls total across six clinic sites

• Additional informal debrief sessions occurred during the recurring weekly meetings with the larger CTAC team

• CTAC facilitators provided weekly updates to the larger CTAC team (PI, project manager, evaluators), which included debriefing about facilitation challenges

• Meetings were 60 min

Recurring meetings with CTAC team

• Weekly meetings that included the principal investigator of the project, the project manager, and the two facilitators, as well as other experts on an as-needed basis

• Meetings were ongoing from 2016 when the first site was enrolled in CTAC through 2020 when the project concluded

• Meetings were 60 min

Protected time for facilitator reflection

• Facilitators were provided time to complete a templated reflection form after each facilitation call to document the content of the call and record facilitation challenges and successes

• Written reflections were completed for 269 calls and took < 5 min to complete

• The templated form included prompts for the call’s date, duration, participants, open-ended summary of what transpired on the call, and descriptions of facilitation challenges and successes

• Reflection also occurred informally during the structured debrief sessions

• Debrief sessions between the two CTAC facilitators often included verbal reflections about the facilitation process

Collection of short-term process outcomes

• Each clinic site team collected data throughout the 12-month project to track progress toward attainment of its implementation goals

• These data were project-specific, collected by the clinic site teams, and often included usability testing of patient and staff-facing products (e.g., brochures, workflow maps), tracking product distribution within the clinic, and auditing administrative processes (e.g., changes in the number of walk-in patients)