tools for assessing perceptions and uncovering influence jim dearing center for health dissemination...

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Tools for Assessing Tools for Assessing Perceptions and Perceptions and Uncovering Influence Uncovering Influence Jim Dearing Jim Dearing Center for Health Dissemination and Center for Health Dissemination and Implementation Research Implementation Research Kaiser Permanente Colorado Kaiser Permanente Colorado Synergy Project for Research, Practice and Synergy Project for Research, Practice and Transformation Transformation January 10-12, 2010, Albuquerque NM January 10-12, 2010, Albuquerque NM

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Page 1: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

Tools for Assessing Tools for Assessing Perceptions and Uncovering Perceptions and Uncovering

InfluenceInfluence

Jim DearingJim Dearing

Center for Health Dissemination and Implementation ResearchCenter for Health Dissemination and Implementation ResearchKaiser Permanente ColoradoKaiser Permanente Colorado

Synergy Project for Research, Practice and TransformationSynergy Project for Research, Practice and TransformationJanuary 10-12, 2010, Albuquerque NMJanuary 10-12, 2010, Albuquerque NM

Page 2: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

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Session Objective:Session Objective:

To help you understandTo help you understand methods of data collection and methods of data collection and measures for the assessment of measures for the assessment of

perception and influenceperception and influence

Page 3: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

Formative evaluation is a type Formative evaluation is a type of applied research that is of applied research that is

conducted prior to the conducted prior to the introduction of an innovation to introduction of an innovation to

increase the likelihood of increase the likelihood of achieving scale achieving scale

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Page 4: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

Formative EvaluationFormative Evaluationof Two Typesof Two Types

1.1. Learning about the innovationLearning about the innovation

2.2. Learning about potential adoptersLearning about potential adopters

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Page 5: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

Learning about the InnovationLearning about the Innovation

Is based in the assessment of perceptionIs based in the assessment of perception Whose perception most counts?Whose perception most counts? From what other types of stakeholders might From what other types of stakeholders might

we want to gather data about perception? we want to gather data about perception?

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Page 6: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

Learning about the InnovationLearning about the Innovation

How can we learn of perceptions?How can we learn of perceptions? Two methods of data-collectionTwo methods of data-collection

Interviews with open-ended response Interviews with open-ended response categoriescategories

Questionnaires with closed-ended response Questionnaires with closed-ended response categoriescategories

Under what conditions might we prefer to Under what conditions might we prefer to collect data by interview vs. collect data by interview vs. questionnaire?questionnaire?

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Page 7: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

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Interviews are Preferable WhenInterviews are Preferable When

Interviewees are very high-ranking, few in Interviewees are very high-ranking, few in number, when the topic is especially number, when the topic is especially sensitive, or when we have reason to sensitive, or when we have reason to doubt that standard attributes will well-doubt that standard attributes will well-represent the characteristics of the represent the characteristics of the innovationinnovation

Always pretest your interview protocolAlways pretest your interview protocol Is this human subjects research?Is this human subjects research?

IRBIRB

Page 8: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

Collection of Data via Interviews Collection of Data via Interviews has Its Downsidehas Its Downside

Real-time jotting down of commentsReal-time jotting down of comments 22ndnd person? person?

Digital recordingDigital recording Transcription, training, coding into attribute Transcription, training, coding into attribute

categories, organizing of data, analysis of categories, organizing of data, analysis of frequencies, reportingfrequencies, reporting

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Page 9: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

A Questionnaire can be BriefA Questionnaire can be Brief

1.1. CompatibilityCompatibility

2.2. CostCost

3.3. SimplicitySimplicity

4.4. AdaptabilityAdaptability

5.5. EffectivenessEffectiveness

6.6. ObservabilityObservability

7.7. TrialabilityTrialability

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Page 10: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

Simple Tallies of Responses Simple Tallies of Responses can be Insightfulcan be Insightful

The more respondents the betterThe more respondents the better staff perception, staff portrayals, potential staff perception, staff portrayals, potential

adopter perceptionadopter perception which of these three types of respondents is which of these three types of respondents is

most important?most important? Use mean scores per attribute Use mean scores per attribute

Whether for creating attribute matrices or Whether for creating attribute matrices or going straight to an attribute profile (1x7 data going straight to an attribute profile (1x7 data representation per innovation)representation per innovation)

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Page 11: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

Tools for Assessing and Comparing Innovations

Attribute matrix, innovation profile, and potential for adoption (PAR) score are simple ways of organizing numerical data purpose is standardization, diagnosis,

improvement, comparison

Dearing JW, Meyer G (1994). An exploratory tool for predicting adoption decisions. Science Communication 16(1):43-57.

Page 12: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

DiscussionDiscussion

Do you have one priority innovation that Do you have one priority innovation that you’re considering for scale-up?you’re considering for scale-up? what sorts of feedback have you gotten to-what sorts of feedback have you gotten to-

date about it, and from what type of date about it, and from what type of stakeholders?stakeholders?

How do you decide who to collect How do you decide who to collect formative evaluation data from?formative evaluation data from? Do you sample from the target population and Do you sample from the target population and

if so, how?if so, how?

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Page 13: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

Does All This Suggest Too Does All This Suggest Too Much Rigor?Much Rigor?

Formative evaluation is usually done with Formative evaluation is usually done with small numbers of people (even small numbers of people (even questionnaires)questionnaires)

These means of learning about the These means of learning about the innovation are meant to supplement other innovation are meant to supplement other means of helping you decide which means of helping you decide which innovations are readyinnovations are ready

You don’t need to overcome bias but you You don’t need to overcome bias but you do want to understand itdo want to understand it

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Page 14: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

Learning about Potential Adopters

Data-collection can be done in one of four ways: informant interviews observation sociometric survey self-report

All for assessing social influence

Page 15: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

What Difference Does It Make if What Difference Does It Make if We Work with Influentials?We Work with Influentials?

Look at the degree of “reach” that people Look at the degree of “reach” that people have in influence networkshave in influence networks

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Page 16: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

A typical KP Colorado A typical KP Colorado employee’s employee’s

2-step network neighborhood2-step network neighborhood

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Page 17: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

An established KP Colorado An established KP Colorado employee’s 2-step network employee’s 2-step network

neighborhoodneighborhood

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Page 18: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

A KP Colorado bridging A KP Colorado bridging individual’s 2-step network individual’s 2-step network

neighborhoodneighborhood

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Page 19: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

Learning about Potential Adopters

Informant interviews (snowball process) suited for large social systems identify a few informants with broad knowledge of

many others (1st round interviews) ask their opinion of whom among potential adopters

they think are looked to by others (2nd round interviews, beginning of data-collection)

3rd round interviews, 4th round interviews, etc stop when no new names are being generated

Page 20: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

Learning about Potential Adopters

Observation suited to small social systems train knowledgeable observers to recognize

the behaviors associated with social influence• what are these?

recording sheets (roster format)

Page 21: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

Learning about Potential Adopters

Sociometric survey who-to-whom questions

Well-suited to medium size social systems Simple administration, simple data-entry Wholly different form of relational data as a

result Best method for identifying and representing

influence Partner with a grad student?

Page 22: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

Learning about Potential Adopters

Self-report survey large social systems (marketing research) lower inherent validity but validated

instruments still available less intrusive more typical types of questions

Partner with a grad student?

Page 23: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

Working Through Opinion Leaders

Does intervention with opinion leaders work to speed and spread the scale-up of innovations? Yes, generally efficacious Depends on how you recruit them Depends on what you ask them to do

Page 24: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

Recruitment & the RequestRecruitment & the Request

Your appeal should be normative in natureYour appeal should be normative in nature Ask them to continue to act with the best Ask them to continue to act with the best

interests of the network in mindinterests of the network in mind To evaluate the pros and cons of To evaluate the pros and cons of

innovations communicated to theminnovations communicated to them To talk, to refer, to suggest, all within their To talk, to refer, to suggest, all within their

own range of everyday behaviorsown range of everyday behaviors

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Page 25: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

In SumIn Sum

I have married an outstanding woman. I I have married an outstanding woman. I owe all of my accomplishments to her – owe all of my accomplishments to her – she is brilliant, patient, orderly and neat, she is brilliant, patient, orderly and neat, and sexy beyond words. And as a mother, and sexy beyond words. And as a mother, she sets the example for all professional, she sets the example for all professional, hard working women. hard working women.

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Page 26: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

In Sum

Formative data-collection can be conducted to improve the likelihood that your innovation can reach more potential adopters, more rapidly, and produce positive perceptions among them a range of tools exist for measurement of both

personal perceptions and social influence

Page 27: Tools for Assessing Perceptions and Uncovering Influence Jim Dearing Center for Health Dissemination and Implementation Research Kaiser Permanente Colorado

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www.research-practice.orgwww.research-practice.org

[email protected]

Dearing JW (2009). Applying diffusion of Dearing JW (2009). Applying diffusion of innovation theory to intervention innovation theory to intervention development, development, Research on Social Work Research on Social Work PracticePractice 19: 503-518. 19: 503-518.