Audiences: Audience research/formative evaluation
SEE ALSO: Qualitative methods

Breen, G. E., & Blankenship, A.B. (1998). Do-It-Yourself Marketing Research (3rd ed.). Replica Books.

CDC/National Center on Chronic Disease.  Inventory of qualitative research on nutrition and physical activity.   http://www.cdc.gov/nccdphp/dnpa/qualitative research/index.htm

ClickZ Network provides information on the demographics of internet users. http://www.clickz.com/stats/sectors/demographics/

DHHS.  Prevention Communication Research Database includes findings from audience research on health problems with behavioral causes. http://www.health.gov/communication/

Flu focus group reports for African American, Hispanic, and Caucasian audiences: IM_Flu_Focus_Groups.pdf

Gettleman, L. (2000). Using focus groups to develop a heart disease prevention program for ethnically diverse, low income women. J of Community Health, 25(6), 439-453.

Goodman, R.M., & Wandersman, A. (1994). FORECAST: A formative approach to evaluating community coalitions and community-based initiatives, Journal of Community
Psychology, Special issue
: 6-25.

Kaiser Family Foundation.  For public opinions about health topics, search the Kaiser Network’s health poll archives at http://www.kaisernetwork.org

Lifestyle Data. A number of commercial market research firms regularly collect consumer lifestyle data, such as consumer products purchased and media outlets watched or read by audience segment. Most of these data sets must be purchased, and some allow you to pay to add questions to their regularly scheduled surveys. Here are some firms:

  • Arbitron tracks media viewership: http://www.arbitron.com
  • Claritas has links to most of the other consumer surveys: http://www.claritas.com
  • Simmons Market Research Bureau surveys households, adults, teens, children, and Hispanics: http://www.smrb.com
  • SRI Consulting Business Intelligence conducts a Values and Lifestyle Survey: http://www.sric-bi.com/VALS/
  • Teen Research Unlimited (TRU) conducts a semiannual teen survey: http://www.teenresearch.com/
  • CDC prepared this summary of some of these databases: Databases.pdf
  • Prizm lifestyle data. Using data for planning vaccination program: Prism_Vaccine.pdf
  • Porter-Novelli conducts the HealthStyles survey: Healthstyles.pdf and Healthstyles_Resource_Kit.pdf

Myllyluoma, J., et al. (2000). Assessing community-wide outcomes of prevention marketing campaigns through telephone surveys, Social Marketing Quarterly, 6(1):23-32.

Roper Center for Public Opinion Research: http://www.ropercenter.uconn.edu

University of California San Francisco, Center for AIDS Prevention Studies, Good Questions/Better Answers: A Formative Research Handbook for California HIV Prevention Programs http://www.caps.ucsf.edu/goodquestions/


Audiences: Audience segmentation
SEE ALSO: Qualitative methods

CDC/Office of Communication.  Slide presentation containing information about the process of audience segmentation. Note that the phases described are from Basic CDCynergy and not CDCynergy Social Marketing Edition. CV_Audsegslides.pdf

Criteria for segmentation selection matrix for an exercise campaign: Segmentation_Matrix.pdf

Health Canada.  Market segmentation http://www.hc-sc.gc.ca/ahc-asc/activit/marketsoc/tools-outils/sec2-segment/index_e.html

Frankenberger, K., and A.S. Sukhdial (1994). Segmenting Teens for AIDS Preventive Behaviors with Implications for Marketing Communications. Journal of Public Policy and Marketing 13(1):133-150.

Johns Hopkins University Center for Communication Programs. Chapter 2: Audience Segmentation.  In: A field guide to designing a health communication strategy. http://www.jhuccp.org/pubs/fg/02/04-chapter2.pdf

John, J., & Miaoulis, G. (1992). A Model for Understanding Benefit Segmentation in Preventive Health Care. Health Care Management Review, 17(2):21-32.

Plummer, J. (1984-85). How Personality Makes a Difference, Journal of Advertising Research, 24, 27-31.


Audiences: Audience profiles
SEE ALSO: Qualitative methods

Folic Acid campaign: FA_Audience_Profile.pdf

Hepatitis C campaign: Hep_C_Matrix_Profile.pdf

Hispanics/Latinos for Diabetes DB_Hispanic_Latino_and_Diabetes-Audience_Profile.pdf

Preteens, see Life's_First_Great_Crossroads.pdf

Prevention Marketing Initiative Sacramento Demonstration Site: SOC_SacProfile.pdf


Best practices

Alcalay, R. & Bell, R. (2000). Promoting nutrition and physical activity through social marketing: current practices and recommendations.  http://socialmarketing-nutrition.ucdavis.edu/publications.htm#review1

Brownson, R. C., Remington, P. L., and Davis, J. R. (Eds.). (1999). Chronic Disease Epidemiology and Control (2nd ed.) Washington, D.C.: American Public Health Association. For more information and to order, go to http://www.apha.org/media/abc1.htm

CDC, The Community Guide for Preventive Services summarizes domestic, evidence-based practices in more than a dozen health areas. http://www.thecommunityguide.org

CDC, CDC Recommends is a searchable database of recommended practices and reports on health topics. http://www.phppo.cdc.gov/cdcRecommends/AdvSearchV.asp

CDC (1999) An Ounce of Prevention: What are the returns?  The cost-benefit or cost savings of 19 different public health strategies.  http://www.cdc.gov/epo/prevent.htm

CDC (1999) Best Practices for Comprehensive Tobacco Control http://www.cdc.gov/tobacco/bestprac.htm

CDC (2001) Compendium of HIV Prevention Interventions with Evidence of Effectiveness describes, provides evidence for, and explains how to access details about HIV prevention programs that worked for various target audiences (e.g., youth, IDU, women). http://www.cdc.gov/hiv/pubs/hivcompendium/hivcompendium.htm

Cooperative Extension System facilitates the collection, development, access and delivery of health related information and educational materials among the Land Grant Universities and the general public through: http://www.nnh.org

NIH produces consensus statements for best medical and screening practices for a number of health issues. http://consensus.nih.gov/PREVIOUSSTATEMENTS.htm

SAMSHA (1999) Here’s Proof Prevention Works, assesses the effectiveness of CSAP’s substance abuse prevention demonstration programs for high risk youth.  Order a free copy from: http://store.health.org/catalog/productDetails.aspx? ProductID=14591

Search Institute (2005) Developmental Assets is an overview of assets that help youth develop healthy lifestyles. http://www.search-institute.org/assets/

United Nations (2004) Best Practices is a searchable database of tested, practical ways that more than 140 countries address common social, economic and environmental problems of an urbanizing world. It highlights instances in which public, private and civil society sectors worked together to improve governance, eradicate poverty, provide access to shelter, land and basic services, protect the environment and support economic development. http://www.bestpractices.org

University of California-San Francisco, Center for AIDS Prevention Studies (CAPS), HIV Prevention Fact Sheets: http://www.caps.ucsf.edu/FSindex.html

USAID’s HEALTHCOM Project (1995). Tool Box for Building Health Communication Capacity. Washington, DC: AED. DOC # PN-ABU-931, order from http://dec.usaid.gov/index.cfm?p=search.getCitation& CFID=4525849&CFTOKEN=71082935&rec_no=85975


Branding/branding public health

Academy for Educational Development (AED), in: Social Marketing Lite, Branding and Brand Envy, Chapter 6, pp. 75-82. http://www.aed.org/SocialMarketingandBehaviorChange

Biel, A. (1992). How Brand Image Drives Brand Equity, J Advtg Res 33:RC-6-RC-12.

Definition of public health and lists of the 10 essential services:

Evans, W.D., Wasserman, J., Bertolotti, E., & Martino, S. (2002) The strategy behind the truth® campaign.  Social marketing Quarterly, 8(3), 17-29.

Evans D, S Price, S Blahut (2005). Evaluating the truth® brand. Journal of Health Communication 10(2):181-192.

Hersey J, J Niederdeppe, D Evans, J Nonnemaker, S Blahut, et al. (2005). The theory of truth®: How counterindustry campaigns affect smoking behavior among teens. Health Psychology 24(1):22-31.

Joachimsthaler, E., & Aaker, D.A. (1997) Building brands without mass media.  Harvard Business Review, January-February, Reprint No. 97107.

Kirby, S.D., Taylor, M.K., Freimuth, V.S., & Fishman, C. (2001) Identity building and branding at CDC: A case study.  Social Marketing Quarterly, volume VII(2).  Entire issue devoted to branding.

Pracejus, J.W., & Olsen, G.D. (2004). The role of brand/cause fit in the effectiveness of cause-related marketing campaigns. Journal of Business Research. 57(6). 635-640.


Budgeting
SEE ALSO: Low-cost social marketing

Budget Worksheet, fragment. Budget Worksheet

CCH Business Owners Toolkit is a website for small businesses with free templates and business information for planning activity start-ups, marketing, hiring and budgeting. Downloadable checklists, model business plans, forms and other documents: http://www.toolkit.cch.com

Costs for promotional items: Promo_Items_Cost_Sheet.pdf

Expense Portion of Budget Expense Portion of Budget

GuideStar houses a database of more than 700,000 U.S. non-profit organizations where you may be able to find sample budgets, timelines, activity charts, etc. http://www.guidestar.org

The Foundation Center’s Learning Lab, Proposal Budgeting Basics, go to: http://fdncenter.org/washington/pbbdc.html for information about this resource and a short proposal writing course http://fdncenter.org/washington/pwbdc.html


Coalitions/partnerships: Forming and maintaining coalitions
SEE ALSO:  Strategy/planning: Planning frameworks

Alexander, J.A., Weiner, B.J., Metzger, M.E., Shortell, S.M., Bazzoli, G.J., Hasnain-Wynia, R., Sofaer, S., Conrad, D.A. (2003) Sustainability of collaborative capacity in community health partnerships.  Medical Care Research Review, 60(4 Suppl), 130-160.

Berkowitz, B., & Wolff, T. (2000). The Spirit of the Coalition. Washington, DC: American Public Health Association. Order at http://www.apha.org

CDC/ATSDR Committee on Community Engagement (1997). Principles of Community Engagement http://www.cdc.gov/phppo/pce/index.htm

CDC (2005) Forging Partnerships to Eliminate Tuberculosis http://www.cdc.gov/nchstp/tb/pubs/forge/default.htm

Center for Medicare Education (2001), Managing Volunteers, SOC_Managing_Volunteers.pdf

CSAP (2000). Prevention Works! Incorporating Faith-Based Organizations in Prevention Strategies, SOC_Prevention_Works.pdf

DHHS, Healthy People 2010, Toolkit, partnership section http://www.health.gov/healthypeople/state/toolkit/partners.htm

Fallon, L.R., Tyson, F.L., Dearry, A. (2000) Successful Models of Community-based Participatory Research SOC_comm_participatory_res.pdf

Himmelman, A. (2001) On coalitions and the transformation of power relations: collaborative betterment and collaborative empowerment.  American Journal of Community Psychology, 29(2), 277-84. 

National Coalition Building Institute is a nonprofit leadership training organization. http://www.ncbi.org

National Network for Health provides guidance in developing coalitions for tobacco-free youth. Described are pervasive influences, balancing competing agendas, handling conflict and disagreement, etc. http://www.nnh.org/tobacco/toc2.htm

Ohio State University Extension, Building Coalitions is a series of fact sheets, containing information on needs assessments, mobilizing the community, working with diverse cultures, and much more. http://www.ag.ohio-state.edu/~ohioline/bc-fact/index.html

Partnership agreement: Partner_Agreement.pdf

Partnership momentum maintenance: IM_Team_momentum.pdf

Partner organization support requests: Request_Organiz_Support.pdf

SafeUSA (2000). Lessons learned about public/private partnerships, SafeUSA_Lessons.pdf

University of Kansas, Community Toolbox: Work Group on Health Promotion and Community Development http://ctb.ku.edu/tools/en/chapter_1006.htm


Coalitions/partnerships: Specific partners
SEE ALSO: Strategy/planning: Planning frameworks and Contractors/consultants

The following are some of the national consumer organizations and professional associations can help you identify data, best practices, local affiliates and colleagues with successful programs:


Coalitions/partnerships: Measurement of/by coalitions
ALSO SEE:
Strategy/planning: Planning frameworks

Hausman, A.J., and J. Becker (2000). Using participatory research to plan evaluation in violence prevention, Health Promotion Practice 1(4), 331-340.

MacDonald, G. et al. (2001) Chapter 1: Engage stakeholders. Introduction to Program Evaluation for Comprehensive Tobacco Control http://www.cdc.gov/tobacco/evaluation_manual/ch1.html

New York Academy of Medicine.  Partnership assessment toolhttp://www.nyam.org/news/1097.html

Partnership assessment:

University of California San Francisco, Center for AIDS Prevention, Working Together: A guide to Collaborative Research in HIV Prevention http://www.caps.ucsf.edu/collaboration

Wandersman, A., Chinman, M., Imm, P., & Morrissey, E. (1996) An ecological assessment of community-based interventions for prevention and health promotion: Approaches to measuring community coalitions.  American Journal of Community Psychology, 24, 33-61.


Commercial marketing

American Marketing Association.  Test of Core Marketing Concepts. SOC_ama_test_core_marketing_concepts.pdf

American Marketing Association.  Suggested core readings. SOC_ama_suggested_core_reading.pdf

Tilburg University’s links to marketing resources: http://www.tilburguniversity.nl/faculties/feb/marketing/links/


Contents of CDCynergy
Phases and Steps View the Phases and Steps for the Social Marketing version of CDCynergy. CDCynergy Phase Step List

Table of Contents View a list of the items in CDCynergy Social Marketing Edition. Table of Contents

Videos View the videos in this edition of CDCynergy. Videos in CDCynergy Social Marketing Edition

Contractors/consultants

Find a marketing research consultants, vendors, and/or focus group facilities through the following organizations and websites:

HRSA, "Choosing and Using an External Evaluator": Evaluation_Guide.pdf

Tips for working with an ad agency: Ad_Agency_Tips.pdf

Vendor Checklist for recruiting an appropriate vendor to conduct research: SOC_VendorChecklist.pdf


Creative briefs

Epilepsy campaign: Creative_Brief_Epilepsy.pdf

Flu shot: DB_Flu_Shot_Creative_Brief.pdf

Teens and HIV (PMI): SOC_PMI-Creative_Brief.pdf


Cultural competence
SEE ALSO: Health disparities

CSAP Technical Assistance Bulletin (1994), Guidelines to assess cultural competence in program design, application, and management: SOC_Cultural_Competence.pdf

Hablamos Juntos: Improving Patient-Provider Communication for Latinos http://www.hablamosjuntos.org/default.about.asp
HRSA, Office of Minority Health Provides links to resources and data on health disparities and cultural competence. http://www.omhrc.gov

Kaiser Family Foundation.  Compendium of Cultural Competence Initiatives in Health Care. The compendium includes initiatives from 1990 onward, divided into two categories: Public Sector Initiatives and Private Sector Initiatives. http://www.kff.org/uninsured/6067-index.cfm


Ethics

American Marketing Association. Code of ethics. SOC_ama_suggested_core_reading.pdf

Andreasen, A. & Drumwright, M.E. (2000) Alliances and ethics in social marketing. http://www.social-marketing.org/papers/allianceJan2000.html

Bloom, P.N. & Novelli. W.D. (1981). "Problems and Challenges of Social Marketing." Journal of Marketing 45:79-88.

Brown, W. J., & Singhal, A. (1990). Ethical dilemmas of prosocial television. Communication Quarterly, 38 (3), 268-280.  

DHHS, Office of Human Subjects Research Protections provides information about reviewing research proposals for the ethical treatment of human participants. http://www.hhs.gov/ohrp/

Guttman, N. (1997). Beyond strategic research: A value centered approach to health communication interventions. Communication Theory, 7, 95-124.

Murphy, P.E., Laczniak, G.R., Bowie, N.E., & Thomas A. Klein (2005) Ethical Marketing, Prentice-Hall, Inc. 


Focus groups
SEE ALSO: Qualitative methods
Tools for Research contains many resources for conducting research on potential target audiences. Tools for Research

Health disparities
American Health Decisions, A guide to Ethnic Minority Neighborhood OutreachSOC_Ethnic_Minority_Neighborhood_Outreach.pdf  

DHHS and many of its subsidiary organizations have Offices of Minority Health.  See the following links for their resources and data on health disparities and cultural competence:

Educational Development Center, resources for bridging the digital divide. http://www.digitaldividenetwork.org

Flu focus group reports for African American, Hispanic, and Caucasian audiences: IM_Flu_Focus_Groups.pdf

Jones, C. P., Levels of Racism: A Theoretic Framework and a Gardener's Tale.  SOC_Gardeners_Tale.pdf

Jones, C. P., Race, Racism, and the Practice of Epidemiology. SOC_Race_racism_and_the_practice_of_epidemiology.pdf

Roe, K.M. & Thomas, S. (2002, April) Eliminating racial and ethnic health disparities: Mapping a course for community action and research.  Health Promotion and Practice – special theme issue.  Vol. 3.    


Health and media literacy

Agency for Healthcare Research and Quality (AHRQ). Literacy and Health Outcomes. April 2004.

Bobby approval is a free online service allowing you to test single pages of web content for accessibility.  http://webxact.watchfire.com

CDC. Scientific and Technical Information: Simply Put.

Center for Applied Special Technology (CAST) provides Universal Design resources at:  http://www.cast.org/research/udl/index.html

Department of Justice, Section 508 compliance: http://www.usdoj.gov/crt/508/

Guide for making print documents accessible to persons with disabilitiesAccessible_Print_Docs.pdf

Health Literacy

Healthy People 2010 objective on health literacy and strategies for measuring it, available at http://odphp.osophs.dhhs.gov/projects/HealthComm/ objective2.htm

HRSA's health literacy’s webpage; it links to a bibliography on health literacy prepared by the National Library of Medicine and to several other resources: http://ruralhealth.hrsa.gov/RHC/RHCHLR.htm

Institute of Medicine (2004) Health Literacy: A Prescription to End Confusion, National Academy of Science Press: Washington, DC, available online at: http://www.iom.edu/report.asp?id=19723

National Center for Education Statistics.  2003 National Assessment of Adult Literacy.http://nces.ed.gov/naal

Osborne, H. (2004) Health Literacy from A to Z: Practical Ways to Communicate Your Health Message. Sudbury, MA: Jones and Bartlett.

Plain Language Action & Information Network. http://www.plainlanguage.gov

Reading level assessment formulas

Research Exchange Newsletter, tips for making print and web materials accessible to people with cognitive disabilities:  http://www.ncddr.org/du/researchexchange/v08n03/8_access.html

Rudd, J. and K. Glanz. (2002) How Individuals Use Information for Health Action: Consumer Information Processing, in K. Glanz, F.M. Lewis, and B.K. Rimer (eds.) Health Behavior and Health Education: Theory, Research, and Practice, John Wiley & Sons.

SPRY Foundation’s guide for creating user-friendly websites "Older Adults and the World Wide Web," SOC_website_creators_guide.pdf

Writing for Adults with Limited Reading Skills. Guidelines and information on knowing the audience, deciding on and organizing the message(s), illustration, formatting, pretesting, and readability. Access these guidelines at http://www.cyfernet.org/research/writeadult.html


Health statistics

Annie E. Casey Foundation, Kids Count tracks the status of children in the United States by state and locality. http://www.aecf.org/kidscount/census/

Boss, L. P., and Suarez, L. (1990). Uses of data to plan cancer prevention and control programs. Public Health Reports, 105, 354-360.

CDC, CDC Wonder links to the most current available statistics on a wide range of diseases and risk behaviors.  There are links to the state-based Behavioral Risk Factor Surveillance System (BRFSS), the Youth Risk Behavior Survey (YRBS), surveys and registries that track specific diseases, the U.S. Census, and other sources. http://wonder.cdc.gov

CDC, Integrated Guidelines for developing epidemiological profiles:  Ryan White Care Act and HIV Community Planning: http://www.cdc.gov/hiv/epi_guidelines.htm

CDC, Morbidity and Mortality Weekly Report (MMWR) disseminates Federal and State-reported surveillance data on cases of reportable diseases such as AIDS, hepatitis, and flu. The web archive is searchable by topic. http://www.cdc.gov/mmwr/

CDC, National Center for Health Statistics (NCHS) collects survey information on general health status and specific health topics (e.g., the National Health Interview Survey, the National Health and Nutrition Examination Survey, and reports on births, deaths, and other vital statistics).  The NCHS web page also links to other websites of federal and non-federal agencies that publish health data. http://www.cdc.gov/nchs/

CDC’s Prevention Marketing Initiative, Constructing Teen HIV Risk Profiles. SOC_Teen_HIV_Together.pdf

CDC’s Surveillance in a Suitcase is a 13-chapter epidemiology training course. http://www.cdc.gov/epo/surveillancein/default.htm

Centers for Medicare and Medicaid Services, Current Beneficiary Survey reports on Medicare beneficiaries (Americans with disabilities and those over age 64). http://www.cms.hhs.gov/LimitedDataSets/11 MCBS.asp#TopOfPage

Department of Health and Human Resources, Healthy People 2010 Leading Health Indicators tracks progress on health objectives. http://www.healthypeople.gov/LHI/

Kaiser Family Foundation, State Health Facts includes overall disease statistics, health disparities, women’s health and health care coverage. http://www.statehealthfacts.org

National Cancer Institute, Health Information National Trends Survey (HINTS) collects data on health status and history, cancer risk behaviors (e.g., diet, exercise, screening), and communication-relevant factors such as information-seeking and channel preferences. http://dccps.nci.nih.gov:0/hints/index.jsp

State Health Departments can provide state and local data for various health problems through offices of vital records and/or health statistics. http://www.apha.org/public_health/state.htm

US Census Bureau offers the Statistical Abstract of the United States and demographic data by state and smaller geographic subdivisions. http://www.census.gov

Low-cost social marketing

Andreasen, A. R. (2002). Marketing Research That Won’t Break the Bank. San Francisco: Jossey-Bass.

Brookes, R.  Social Marketing on a shoestring budget.  60-minute video available at: http://www.turningpointprogram.org/toolkit/content/t2b2.htm Handouts on accompanying talk available at: http://www.albany.edu/sph/coned/t2b2shoestring.htm

Breen. G. E. & A. B. Blankenship (1998). Do-It-Yourself Marketing Research (3rd ed.). Replica Books.

Murphy, R.  (1999) Guerilla social marketing with limited funds and staff.  Abstract #242. http://www.aegis.com/conferences/nhivpc/1999/242.pdf

Weinreich, N.K. (1999) On social marketing: A step-by-step guide.  Sage publications.

Media advocacy

Berkeley Media Studies Group: http://www.bmsg.org

Media advocacy tips:

Wallack, L., Woodruff, K., Dorfman, L., Diaz, I. (1999). News for a Change: An Advocate’s Guide to Working With the Media. Sage Publications, Inc. Order from http://www.sagepublications.com


Media/press: Media monitoring

Agency of Toxic Substances and Disease Registry For an example of news coverage that stirs public attention, view the website of the Agency of Toxic Substances and Disease Registry to find out more about the health effects of substances in the environment. http://www.atsdr.cdc.gov

Evans D, A Ulasevich, F Stillman, V Viswanathan (2005). Tracking and evaluation of trends in print media. In F. Stillman and W. Trochim (Eds.), Evaluation of Project ASSIST: A Blueprint for State-Level Tobacco Control. National Cancer Institute Press: Bethesda, MD.

Media Audit. Example of a media audit to track the press’ coverage of arthritis: Mash.pdf

Media contact log: DB_Media_log.pdf

Media tracking report Media_Tracking_Report.pdf

News Media Searches.  Use free search engines or hire additional capacity.  Several organizations (e.g., Factiva and Lexis/Nexis) provide media searches for a fee.

  • http://www.factiva.com
  • http://www.lexisnexis.com

Steele, W.R., Mebane, F., Viswanath, K., & Solomon, J. (2005) News media coverage of a women’s health controversy: How newspapers and TV outlets covered a recent debate over screening mammography. Women’s Health, 41, 83-97.

Tracking media: Media_Analysis_Example1.pdf


Media/press: Media relations

CSAP Technical Assistance Bulletin (1994). You Can Increase Your Media Coverage: SOC_Media_Coverage.pdf

Diabetes campaign’s guide to working with the media: DB_mediaguide.pdf

Folic Acid. Media kit from folic acid campaign: Folic_Media_Kit.pdf

Media work plan for immunization campaign - sample: IM_wrk_plan_Mediaand.pdf

Media spokeperson skills: Speaker_Skills.pdf

Media strategy - sample: Media_Strategy.pdf

Sample letter to a newspaper public service director: DB_Hispanic_PSA_Letters.pdf

Sample letter to a newspaper/magazine health editor: DB_AfrA_Family_Reunion_Letter_to_Health_Editor.pdf

Sample media advisory: DB_AfrA_Family_Reunion_Media_Advisory_Template.pdf

Sample local press release: DB_Local_Press_Release.pdf

Talking points. Sample talking points on condom effectiveness and on asbestos:

Template: A letter to the media: DB_Letter_to_Media_Template.pdf

USAID, SOMARC III Project (1995). Practical advertising: Media planning. Washington, DC: The Futures Group. Order from http://www.futuresgroup.com

Media/press: Media channels

Benton Foundation, a website that offers internet-oriented profiles, resources and tools to help you implement your plans for advocacy, building community, creating partnerships, and reaching your audience: http://www.benton.org/publibrary/toolkits/implementation.html

California Department of Health Services (2000), The California Smokers’ Helpline: A Case Study", SOC_HelplineCaseStudy.pdf

Center for Medicare Education (2002), "Setting up a Hotline," SOC_Setting_up_a_Hotline.pdf

National Coalition of Hispanic Health and Human Services Organizations (1996). Theater as a Tool for Prevention: Play-Script.pdf

Video news release proposal and budget: IM_NIIW_VNR_budget.pdf

Media/press: Media examples
The Media Library contains examples of posters, public service announcements, radio spots, and tv spots. Media Library

Message development: Message mapping

Covering Kids, "Developing Social Marketing Messages": CV_Covering_Kids.pdf

Designing Health Messages: Approaches from Communication Theory and Public Health Practice. Maibach, E., and R. L. Parrott (Eds.) (1995). Thousand Oaks, CA: Sage Publications.

Message mapping: New EPA guide for effective communication in crisis situations. http://www.epa.gov/ord/NRMRL/news/news012006.htm


Message development: Message framing
American Psychological Association (2005) To Motivate Healthy Behavior, It's Often Not What You Say, But How You Say It.  APA Online – Psychology Matters. This article includes a good list of research and related resources: http://www.psychologymatters.org/messageframing.html
Bales, S.N. (2003) The Storytelling Power of Numbers This article for a non-technical audience explains how framing is used to more effectively convey the facts and figures of a story. http://www.frameworksinstitute.org/products/ issue25framing.shtml
Frameworks Institute.  A variety of supporting documentation, tools, examples and articles about the use of framing. http://www.frameworksinstitute.org
Meyerowitz, B.E., & Chaiken, S. (1987). The effect of message framing on breast self-examination attitudes, intention, and behavior. Journal of Personality and Social Psychology, 52, 500-510.
Rothman, A. J. & Salovey, P. (1997) Shaping Perceptions to Motivate Healthy Behavior: The Role of Message Framing.  Psychological Bulletin, 121 (1), 3-19. http://72.14.203.104/search?q=cache:7lUhc0gaQMkJ:research.yale.edu/heblab/pdf/Rothman%26Salovey.PsychBull.1997.pdf
Rothman, A.J., Salovey, P., Antone, C. Keough, K., & Martin, C.D. (1993). The influence of message framing on intentions to perform health behaviors. Journal of Experimental Psychology, 29, 408-433.

Message development: Message tailoring

Black, D.R., C.L Blue, K. Kosmoski, and D.C. Coster. (2000). Social marketing: Developing a tailored message for a physical activity program. American Journal of Health Behavior 24(5), 323-337.

Kreuter, M. W., Farrell, D., Olevitch, L., & Brennan, L. (2000). What is tailored communication? In J. Bryant and D. Zillmann (Eds.). Tailoring health messages: Customizing communication with computer technology (pp. 1-23). Mahwah, NJ: Lawrence Erlbaum Association.


Monitoring/process evaluation
SEE ALSO: Program management

Bounceback card for PSA tracking – sample. Bounceback_Card.pdf

CDC (1994). Planning and Conducting Street Outreach Process Evaluation: SOC_Outreach.pdf

Elder, J.P., and others (1994). "CATCH: Process evaluation of environmental factors and programs," Health Education Quarterly Supp. 2:S107-S127


National campaigns

CDC’s Campaigns at a Glance: http://www.cdc.gov/communication/campaigns.htm

CDC’s Youth Media Campaign to help tweens be more active physically: http://www.VERBnow.com 

HRSA’s Insure Kids Now!, to increase enrollment in children’s health insurance: http://www.insurekidsnow.gov

NY Monroe County’s adolescent pregnancy prevention communications program, "Not Me, Not Now": http://www.notmenotnow.org

RWJF Turning Point Initiative’s Social Marketing National Excellence Collaborative, Lessons from the Field: http://www.turningpointprogram.org/toolkit/content/lessons.htm

The American Legacy Foundation has several ongoing anti-tobacco campaigns: http://www.americanlegacy.org

The National Cancer Institute’s 5 a Day Campaign: http://www.5aday.gov

The National Highway Traffic Safety Administration’s Buckle Up America! Campaign, to increase seat belt and safety seat use: http://www.buckleupamerica.org

The Robert Wood Johnson Foundation’s Covering Kids, to increase enrollment in children’s health insurance: http://www.coveringkids.org

The White House Office of National Drug Control Policy’s National Youth Antidrug Media Campaign: http://www.mediacampaign.org


Outcome/summative evaluation: Standard evaluation resources
ALSO SEE: Tools for Research function

American Evaluation Association: http://www.eval.org

Broughton, W. (1991). Reporting evaluation results. American Journal of Health Promotion 6(2):138-143.

Centers for Disease Control and Prevention:  http://www.cdc.gov/eval/

Cole, G. E., Pogostin, C. L., Westover, B. J., Rios, N. M., and Collier, C. B. (1995). Addressing problems in evaluating health relevant programs through systematic planning and evaluation. Risk: Health, Safety, and Environment, 37, 37-57.

Community Tool Box, University of Kansas: http://ctb.ku.edu

Connell JP, Kubisch AC, Schorr LB, Weiss, CH. (1995) New approaches to evaluating community initiatives. New York, NY: Aspen Institute.

Development Leadership Network & The McAuley Institute.  Success Measures Project.  Practice-based success measures for various community development outcomes (housing, economic, and community-building) http://www.developmentleadership.net/smp/

Fawcett SB, Paine-Andrews A, Francisco VT, Schulz J, Ritchter KP, et al. (1999) Evaluating community initiatives for health and development. In: Rootman I, Goodstadt M, Hyndman B, et al., eds. Evaluating Health Promotion Approaches.  Copenhagen, Denmark: World Health Organization (Euro).

Fawcett SB, Sterling TD, Paine Andrews A, Harris KJ, Francisco VT, et al. (1995) Evaluating community efforts to prevent cardiovascular diseases. Atlanta, GA: Centers for Disease Control and Prevention, National Center for Chronic Disease Prevention and Health Promotion.

Fetterman, D.  Empowerment evaluation. http://www.stanford.edu/~davidf/ empowermentevaluation.html

Fetterman, D.M., Kaftarian, S.J., & Wandersman, A. (1996) Empowerment evaluation: Knowledge and tools for self-assessment and accountability. Thousand Oaks, CA: Sage Publications.

Harvard Family Research Project: http://www.gse.harvard.edu/hfrp/

Innovation Network: http://innonet.org  

Kennedy, M.G., & Abbatangelo, J. (2005) Guidance for evaluating mass communication initiatives: Summary of an expert panel discussion. http://www.cdc.gov/communication/practice/research.htm

Patton, M.Q. (1997) Utilization-focused evaluation. Thousand Oaks, CA: Sage Publications.

Rossi, P.H., Freeman, H.E., & Lipsey, M.W. (1999) Evaluation: A systematic approach.  Newbury Park, CA: Sage Publications.

Shadish, W.R., Cook, T.D., & Leviton, L.C. (1991) Foundations of program evaluation.  Newbury Park, CA: Sage Publications.

United Way, Outcome Resource Network, http://national.unitedway.org/outcomes/

University of Wisconsin Cooperative Extension:

W.K. Kellogg Foundation: http://www.wkkf.org/default.aspx?tabid=63&ItemID=12&NID=6&LanguageID=0


Outcome/summative evaluation: Evaluation of specific kinds of interventions

Baranowski, T., and others (2000). "Gimme 5 fruit, juice, and vegetables for fun and health: Outcome evaluation," Health Education & Behavior 27(1):96-111.

Burton, et al. (1997) Great Smoke Out evaluation report, MMWR. Effects_ Evaluation_Report.pdf

Carroll, A., Craypo, L., Samuels, S. (2000). Evaluating nutrition and physical activity social marketing campaigns:  A review of the literature for use in community campaigns (pp. 23-26). Davis, CA: Center for Advanced Studies in Nutrition and Social Marketing, University of California, Davis. http://socialmarketing-nutrition.ucdavis.edu/Downloads/SamuelsSMC.pdf

CDC (1995), "Assessing the effectiveness of disease and injury prevention programs: Cost and consequences" MMWR 44(RR-10): Cost_Evaluation.pdf

CDC (1998) "Demonstrating Your Program’s Worth: A Primer on Evaluating for Programs to Prevent Unintentional Injury"

Connell, J.P., A.C. Kubisch, L.B. Schorr, and C.H. Weiss (1995). New Approaches to Evaluating Community Initiatives. New York: Aspen Institute.

Donovan, R. Freedom from Fear evaluation description: http://www.freedomfromfear.wa.gov.au/pubs/camp/ sheet4/content.htm

Grimley, DM, GE Riley, JM Bellis, JO Prochaska (1993)Assessing the Stages of Change and Decision-Making for Contraceptive Use for the Prevention of Pregnancy, Sexually Transmitted Diseases, and Acquired Immunodeficiency Syndrome. Health Education Quarterly 20(4):455-70.

Hausman, A.J., and J. Becker (2000). "Using participatory research to plan evaluation in violence prevention," Health Promotion Practice 1(4), 331-340.

MacDonald, G. et al. (2001) Introduction to Program Evaluation for Comprehensive Tobacco Control Programs. http://www.cdc.gov/tobacco/evaluation_manual/contents.htm

McDermott, R.J., and P.D. Sarvela (1999). Health Education Evaluation and Measurement (2nd ed). Madison, WI: WCB/McGraw-Hill.

Myllyluoma, J., and others (2000). Assessing community-wide outcomes of prevention marketing campaigns through telephone surveys," Social Marketing Quarterly 6(1):23-32.


Outcome/summative evaluation: Samples and reports

California Department of Health Services, Local Program Evaluation: Planning Guide, SOC_PlanningGuide.pdf

California Department of Health Services, Tell Your Story: Guidelines for Preparing an Evaluation Report, http://www.dhs.ca.gov/ps/cdic/tcs/documents/ eval/EvaluationReport.pdf

California Department of Health Services, Tips for Writing Outcome Objectives, SOC_Tips_for_writing_outcome_objectives.pdf

California Department of Health Services, Using Case Studies to do Program Evaluation, SOC_Evaluation-Using_case_studies.pdf

Chart of indicators, objectives, respondents, & instrument types for a mammogram promotion program.  Effects_Eval_Components.pdf

Data analysis plan: Data_Analysis_Plan.pdf

Evaluation Relevance Matrix Evaluation Relevance Matrix

Folic Acid Evaluation. Proposal for an evaluation of the folic acid campaign: Eval_Proposal.pdf

Great Smoke Out evaluation report: Effects_ Evaluation_Report.pdf

Indicators, objectives, respondents, and instrument types for measuring exposure and reach in an anti-smoking campaign. Exp_Reach_Eval_Components.pdf

Sample evaluation plan. Evaluation_Plan.pdf

Template for success stories: Community_Success.pdf


Policy/structural

Ahrens, D., Paul, M.S., Uebelher, M.A., Remington, P.L. (2005) Evaluation of community and organizational characteristics of smoke-free ordinance campaigns in 15 Wisconsin cities.  Prevention of Chronic Disease, July, http://www.cdc.gov/pcd/issues/2005/jul/04_0136.htm

Aidala, A., Cross, J.E., Stall, R., Harre, D., Sumartojo, E. (2005). Housing status and HIV risk behaviors: Implications for prevention and policy.  AIDS and Behavior, 9(3), 251-265.

Alliance for Justice. Being A Player: A Guide to the IRS Lobbying Regulations for Advocacy Charities. http://www.afj.org

Alliance for Justice. E-Advocacy for Nonprofits: The Law of Lobbying and Election-Related Activity on the Net. http://www.afj.org

Andreasen, A. R. (2006) Social Marketing in the 21st Century. Thousand Oaks, CA: Sage Publications.

Policy Options An overview of policy options to change health behaviors. Public Health Problems.pdf

Sumartojo, E., Doll, L., Holtgrave, D., Gayle, H., Merson, M. (2000) Enriching the mix: Incorporating structural factors into HIV prevention.  AIDS, June 14 Suppl 1:S1-2.


Program management
Aaker, D.A. (2001). Strategic Marketing Management (6th ed.). John Wiley & Sons.

CDC, immunization Clinical Assessment Software Application assesses clinic service needs: http://www.cdc.gov/nip/cocasa/ For guidance in interpreting the CASA reports: IM_reading_a_CASA_report_FINAL.pdf

CDC, Project RESPECT counseling protocols for HIV prevention.  SOC_Counseling_Manual.pdf

Center for Medicare Education (2001), "Managing Volunteers," SOC_Managing_Volunteers.pdf

Center for Medicare Education (2002), "Setting up a Hotline," SOC_Setting_up_a_Hotline.pdf

Delivery/implementation components - list. Del_Imp_Eval_Components.pdf

Health Plan Employer Data and Information Set (HEDIS) is a set of standardized performance measures designed to compare the performance of managed health care plans. The performance measures in HEDIS are related to many significant public health issues such as cancer, heart disease, smoking, asthma and diabetes. HEDIS also includes a consumer survey of customer service, access to care and claims possessing. More information on HEDIS can be found at RFP - Sample for a media campaign for tobacco use prevention.

How to operate a community-based clinic: IM_HowtoCBClinic.pdf

HRSA, Continuous Quality Improvement Initiative, accessed at: http://bphc.hrsa.gov/quality/

HRSA/Management Sciences for Health, Manager’s Electronic Resource Center: This website supported by, has a number of tools, checklists, and guidelines to help public health managers, including the Provider’s Guide to Quality and Culture and the Health Manager’s Toolkit. http://erc.msh.org

Implementation plan - Sample: Implementation_Plan.pdf

Kick-off preparation checklist: Preparation_Checklist.pdf

Memorandum of understanding: MOU.pdf

Prevention Marketing Initiative Sacramento Demonstration Site: sample job descriptions:

Program Status Reports - sample:

Request For Proposal (RFP) - Components: SOC_RFPcomponents.pdf

RFP - Sample for a media campaign for tobacco use prevention: SOC_MediaRFP.pdf

RFP - Steps in the process: SOC_RFPProcess.pdf

Timelines - Sample:

Timmreck, T., & Cole, G. (1989). Health services administration skills: An overlooked need of community health education and health promotion, Health Education Feb/March:36-43.

Timmreck, T.C. (1995) Planning, Program Development, and Evaluation. Sudbury, MA: Jones and Bartlett Publishers (includes examples of Gantt and PERT charts).


Qualitative methods
SEE ALSO: Audience: Audience research and go to the Tools for Research function

Broughton, W. (1991). Qualitative methods in program evaluation, American Journal of Health Promotion 5(5):346-354.

California Department of Health Services, "Using Case Studies to do Program Evaluation", SOC_Evaluation-Using_case_studies.pdf

Crabtree, B.F., and W.L. Miller (Eds) (1999). Doing Qualitative Research (2nd ed.). Corwin Press.

Debus, M. (1988). The Handbook for Excellence in Focus Group Research, prepared for the US Agency for International Development, Porter/Novelli and Academy for Educational Development, Washington, DC. Order from http://www.aed.org

Focus Group Summary. Summary report of focus groups with providers: IM_FGsurvey.pdf

Gettleman, L. (2000). Using focus groups to develop a heart disease prevention program for ethnically diverse, low income women. Journal of Community Health, 25(6), 439-453.

Kreuger RA & Casey MA (2000) Focus Groups 3rd Edition: A practical guide for applied research. Thousand Oaks CA, Sage Publications

Morgan, C.  Using the focus group in market research.  http://www.b2binternational.com/whitepapers8.htm

Qualitative research websites: http://www.nova.edu/ssss/QR/web.html


Resources from cases linked through the example icon: Teens Stopping AIDS, the program launched by the Sacramento demonstration site of CDC’s Prevention Marketing Initiative

HIV Prevention Planning, Sacramento: Results from PMI Demonstration Site Formative Research: SOC_SacFocus.pdf

Prevention Marketing Initiative Sacramento Demonstration Site: Communications Plan SOC_SacCom.pdf

Prevention Marketing Initiative Sacramento Demonstration Site: Description of youth workshopsSOC_Workshop.pdf

Prevention Marketing Initiative Sacramento Demonstration Site: Iss