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Funded by the Public Health Agency of Canada | Affiliated with McMaster University
Production of this presentation has been made possible through a financial contribution from the Public Health Agency of Canada. The
views expressed here do not necessarily reflect the views of the Public Health Agency of Canada..
Guide to Policy-Influence Evaluation
Presenters:
Marla Steinberg, PhD CE
Anima Anand, PhD
Michele Hopkins, RSW, MSW
Shannon Bradley Dexter, MSc
January 25, 2017 1:00 – 2:30 PM ET
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After Today
The PowerPoint presentation (in English and French)
and English audio recording will be made available.
These resources are available at:
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Audio Recording:
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How many people are watching
today’s session with you?
Poll Question #1
A. Just me
B. 1-3
C. 4-5
D. 6-10
E. >10

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public healthstudentsevidence-informed decision making
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Guide to Policy-Influence
Evaluation
http://www.nccmt.ca/resources/search/241
Episode 30
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Poll Question #2
How familiar are you with the
method or tool we are discussing
today?
A. I am not familiar with the method or tool
B. I have heard of the method or tool
C. I have used the method or tool
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Presenter
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Innovation Strategy, Public
Health Agency of Canada
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Presenter
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Evaluation Consultant
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Evaluating Policy-Influence
NCCMT Webinar
January 25, 2017
Marla Steinberg, Ph.D. CE
Evaluation Consultant
Anima Anand, Ph.D. and Michele Hopkins M.S.W.
Healthy Weights for Children Project
Shannon Bradley Dexter
Innovation Strategy
Public Health Agency of Canada
Welcome
By the end of this webinar, you should be able to:
1. List the complexities of evaluating policy-influence.
2. Assess how the Guide to Policy-Influence Evaluation can support your work.
Establishing our Learning Community
Poll: What is your interest in policy-influence?
A. I am a practitioner who does policy-influence work
B. I am a public health manager or decision-maker with a mandate
for policy-influence work
C. I am a funder who funds policy-influence work
D. I am an evaluator who evaluates policy-influence work
E. I am a student interested in policy-influence work
F. Other
G. I don’t really know what policy-influence work is……………..
Poll Question #3

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Have you ever…..
• Wondered how you get senior decision
makers and politicians to take an
interest in your program or issue?
• Wondered how best to support the
scale-up of an intervention?
• Wondered how to evaluate your
influence on policy?
• Wondered what should be considered
a realistic achievement for policy-
influence work?
The Guide to Policy-Influence Evaluation may
be just what you need….
Needs, definitions, and the complexity of policy-influence work and evaluation
Setting the context for the guide
Origins of the Guide: The Public Health
Agency of Canada’s Innovation Strategy (IS)
• Funds population health intervention research in
diverse communities across Canada to build evidence
about "what works" "for who" and "in what context"
to reduce health inequities.
• Promotes and shares intervention results to inform
future policy, program design, and other actions that
will improve population health.
• Funding provided in three phases.
Current focus areas: Mental Health
Promotion and Achieving Healthier Weights

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IS Evaluation Requirements
• IS projects are required to undertake a
comprehensive evaluation including assessing the
uptake of evidence or knowledge generated
through the project.
• Uptake is often achieved through the “influence
on policy.”
THE ISSUE: Projects needed guidance, tools, and resources to
effectively report on how IS projects were influencing policy. They
wanted to be able to tell their policy-influence stories!
Exploring the world of policy-influence work
Definitions
What is policy?
• Formal and wordy definition:
Policy is a means of governing action with the aim of attenuating or promoting
particular phenomena occurring in the population.
Policies can outline rules, provide principles that guide action, set roles and
responsibilities, reflect values and principles, as well as state intentions.
Policies can be enacted by all levels of government (federal, provincial, regional
and municipal), community organizations, businesses, and schools.
Polices can guide programs, practice or education.
• Adapted from the National Collaborating Centre for Healthy Public Policy
(2010) Accessed at: http://www.ncchpp.ca/docs/MethodPP_EN.pdf
• Endorsed by 95% of IS project respondents in the policy evaluation needs
assessment conducted in the fall of 2013.

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Vous souhaitez apprendre comment évaluer l’influence des politiques? Faites-vous la promotion de la mise en place et de la diffusion de connaissances provenant d’interventions en santé des populations? Souhaitez-vous explorer des études de cas d’évaluation de l’influence des politiques en santé publique? Le Guide pour évaluer l’influence sur les politiques peut vous aider! Ce guide a été développé par la Stratégie d’innovation de l’Agence de la santé publique de du Canada et a été produit par la firme de consultation Cathexis. Comment le Guide pour évaluer l’influence sur les politiques peut-il vous aider? Le Guide pour évaluer l’influence sur les politiques a été mis au point pour aider les organismes à utiliser l’influence sur les politiques afin d’améliorer la mise en œuvre et l’évaluation d’interventions en santé des populations fondées sur des données probantes. Le processus se divise en quatre étapes destinées à planifier l’évaluation. Chacune d’elles renferme au moins deux ressources pour soutenir l’étape de l’évaluation. Celles-ci sont résumées et les grands points sont exposés dans la méthode. Ce webinaire comprend un survol du Guide par ses créateurs, suivi d’une présentation par une organisation communautaire qui a évalué l’impact sur les politiques dans leur travail visant à promouvoir des poids plus sains. Le Guide pour évaluer l’influence sur les politiques comprend trois études de cas en santé publique : •les poids santé chez les enfants et les jeunes autochtones; •la prévention de l’intimidation dans les écoles primaires; •la sécurité alimentaire et les poids santé. •Inscrivez-vous pour en apprendre davantage! Cliquez ici pour lire le sommaire qu’a élaboré le CCNMO sur la méthode : http://www.nccmt.ca/fr/ressources/interrogez-le-registre/241 Le Centre de collaboration nationale des méthodes et outils est financé par l’Agence de la santé publique du Canada et affilié à l’Université McMaster. Les vues exprimées ici ne reflètent pas nécessairement la position officielle de l’Agence de la santé publique du Canada. Le CCNMO est l’un des six centres de collaboration nationale en santé publique au Canada. Les Centres encouragent et améliorent l’utilisation des connaissances provenant de la recherche scientifique et des autres savoirs afin de renforcer la pratique et les politiques de santé publique au Canada.

What is policy-influence work?
Policy-influence work supports the
uptake or spread of evidence-based
interventions.
An example
“With partner organizations, we developed a food
security questionnaire that went to all party leaders
during the recent provincial election to see where
they stand on food security issues. The next step will
be holding them to some promises. We have also
been working with the municipality to develop a food
charter and food strategy. Prior to this we prepared
a fact sheet on food security as a municipal issue,
which was distributed to supporters and encouraged
people to write in support of including food security
in the Regional Plan”
Policy maker education
Policy development
Public awareness
campaign
Advocacy
Other terms……….
What is unique about policy-influence work
and its evaluation?

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Policy-Influence is Complex
“Policy-influence is a highly complex
process shaped by a multitude of
interacting forces and actors.
Outright success, in terms of
achieving specific, hoped-for changes
in policy, is rare, and the work that
does influence policy is often unique
and rarely repeated or replicated,
with many incentives working against
the sharing of ‘good practice’”
(Jones, 2011, p. 1)
A lot of policy-influence is
about being there when the
window opens and being
nimble to jump on board. A
lot of policy work is stand
and wait and then jump
when you need to act”
Bonnie Leadbeater – WITS
(Mental Health IS project)
Policy-making
and policy-
influence are
processes

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All roads lead
to Rome…..
There are a
wide variety
of activities
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influence
policy
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(1) Conceptual – changing the
thinking of key
stakeholders
(2) Instrumental – changing
actions
Carol Weiss
Jones (2011) offers further elaborations on the
range of policy impacts:
1. Framing debates and getting issues on to the political
agenda; drawing attention to new issues and affecting
the awareness, attitudes or perceptions of key
stakeholders
2. Encouraging discursive commitments; affecting
language and rhetoric to promote the recognition of
specific groups or endorsements of policy
recommendations
3. Securing procedural change; changes in the process
whereby policy decisions are made, such as opening
new spaces for policy dialogue
4. Affecting policy content
5. Influencing behaviour change in key actors: policy
change requires changes in behavior and
implementation at various levels in order to be
meaningful and sustainable
http://tclocal.org/food/
Attributing Change is Difficult

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policyevidence-informed practicepublic health
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Theories of change are
useful (required!)
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policy-influence
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Working
Group of IS
Projects
Created
Needs
Assessment
Completed
Guide
Developed
Case Studies
Added
Final
Production
and
Translation
The development of the guide

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This seminar covered Extension's involvement in health initiatives at the community level. It discussed strategic health priorities for Extension and the role of social media in outreach. The National Institute of Food and Agriculture aims to increase access to health services and clinical preventive care through Extension programs. Extension also launched a multi-state Health Insurance Literacy Initiative to educate consumers about selecting health plans under the Affordable Care Act. Connecting programs and outreach at the local level will be important for implementing health reform.

Recommends a
limited number
of useful (and
free) resources
that are
organized
around a four-
step evaluation
planning
process
Four steps are
aligned with other
evaluation planning
frameworks
CDC Framework for
Evaluation in Public
Health
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WITS - anti-bullying program
for primary schools from the
mental health stream
Healthy Weights Connections
-
System change intervention
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Health Evidence, in partnership with the National Collaborating Centre for Determinants of Health, hosted a 90 minute webinar, funded by the Canadian Institutes of Health Research (KTB-112487), presenting key messages and implications for practice in the area of social determinants of health on Wednesday September 19, 2012 at 1:00 pm EST. Maureen Dobbins, Scientific Director of Health Evidence, lead the webinar, which included interactive discussion with Sume Ndumbe-Eyoh, Knowledge Translation Specialist at the National Collaborating Centre for Determinants of Health.

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User
Experience
Insights
Set of “raw” ingredients
http://www.otisfundraisingideas.com/product/our-ingredients
To be selected,
prepared, adapted,
and consumed as
needed to suit your
context.
What it is not……
A step-by-step recipe to be rigidly followed
What it is not……
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A resource on how to evaluate the implementation, effectiveness or
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There are many examples of evidence-informed decision making (EIDM) among public health professionals and organizations in Canada. However, there are limited mechanisms in place to facilitate the sharing of these stories within the public health community. The National Collaborating Centre for Methods and Tools (NCCMT) seeks to address this gap with an interactive, peer-led webinar series featuring a collection of EIDM success stories in public health. These success stories will illustrate what EIDM in public health practice, programs and policy looks like across the country. Join us to engage with public health practitioners across Canada as they share their success stories of using or implementing EIDM in the real world. Learn about the strategies and tools used by presenters to improve the use of evidence. Building a cultural foundation for EIDM: An evaluative thinking communications campaign Kristin Beaton, Huron County Health Unit In an effort to build evaluation and evidence-informed decision making capacity, Huron County Health Unit has implemented several strategies to encourage evaluative thinking. Learn more about how this health unit built a learning organizational culture. Testing integrated knowledge translation processes to improve the participation of children with disabilities in leisure activities in British Columbia Dr. Ebele Mogo and Dr. Keiko Shikako-Thomas, McGill University To improve policies on physical activity promotion for people with disabilities, this team undertook a project to bridge the evidence to policy gap. Learn more about how a community forum and policy dialogue were used to help bridge this gap and inform policymakers about evidence.

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Who is the audience
Funders
Projects or organizations involved in policy-influence work
Evaluators
Assumes a basic understanding of evaluation
Uses for the guide
Read it to understand the complexities of and
options for policy-influence work and its evaluation
Uses for the guide
Read it to understand the complexities of policy-
influence evaluation
Use some of the frameworks to develop evaluation
requirements for funded projects
Uses for the guide
Read it to understand the complexities of policy-
influence evaluation
Use some of the frameworks to develop project-
specific evaluation requirements
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impact evaluationpolicy
Healthy Weights for Children Project
created an innovative family education model
‘Healthy Together’© (HT)
• Integrated healthy eating and physical activity
within group learning to bring families together
to learn to make healthier choices and build
healthy relationships.
• Established a collaborative national network to
guide program integration within core practice
and policy.
• 21 sites in 8 Provinces and Territories
(BC, AB, SK, MB, ON, NL, NB, NWT)
• 150+ trained professionals across Canada
• 1,000+ children, youth and caregivers
• Community context:
• Northern, rural, urban, Aboriginal, multi-cultural
• Low income, immigrant/refugee, foster families
Snapshot of HT
Program effectiveness
• HT demonstrated that inclusion of healthy
cooking/eating and physical activity within group
learning was key to participant engagement, leading to
positive behaviour change.
• Reduced consumption of sugar sweetened beverages
• Increased physical activity
• Reduced screen time
• Relationships that developed during HT sessions led to
building social support for families, particularly in
underserved communities.
HT ‘policy influence’ needs
• An effective policy development framework
• Concerted effort by multi-sectorial partners to promote
healthier weight practices and policy
• Tools to measure the impact of policy influence work

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The document discusses assessing the impact of health research and innovation from a systems perspective. It presents a Canadian framework that identifies five categories of research impact: advancing knowledge, capacity building, informing decision making, health benefits, and broad economic and social benefits. The framework includes a library of 66 impact indicators that can be measured at different levels. It also discusses promising tools for addressing needs across the system, including a common approach, language, and metrics to optimize measuring research impact in Canada. Building greater capacity for impact assessment using a collaborative approach is advocated.

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Complexity of HT policy influence
• In order to be effective, HT needed to
– Be responsive
– Be adaptable
– Build capacity
– Enhance knowledge uptake
HT policy influence - process
Policy
Development
Placement on
Policy Agenda
Policy
Adoption
Policy
Implementation
Policy
Maintenance
Tool for HT Policy Influence Work –Goals & Activities
Practice/ Policy Goal Activities/Tactics Timeline
 What is an example of a practice/ policy related to achieving healthier weights?
 How do you envision Healthy Together influencing practice/policy discussions?
 What practice/policy goal(s) do you think is possible within your sphere of influence?
 What activities/tactics will you engage in, to achieve the above goals, and the estimated timeline?
 Comments
Thank you for your participation!
Office/Agency
Organization/Network
Community
Province
Other
HT policy influence activities
• Program uptake/practice change by sites
• Establishing relationships with key decision makers
• Policy makers’ education/ capacity building
• Policy development/maintenance
• Policy implementation/evaluation
• Demonstration projects/pilots
• Electronic outreach through social media
• Briefings/presentations

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This summary provides an overview of 3 implementation research studies on integrated community case management (iCCM) conducted by the University Research Co., LLC. The first study analyzed iCCM policies in 6 countries to understand how policy context, actors, and processes influence iCCM implementation. It found that policies often did not explicitly mention iCCM and were developed with technical staff but lacked engagement from key stakeholders. External funding was critical for policy development. The second study developed an iCCM costing and financing tool to help countries estimate costs and plan long-term financing. It was tested in Malawi and Senegal. The third study examined an iCCM monitoring improvement project in an unnamed country. Overall, the studies provide insights into real-

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Critical appraisal is an invaluable step in the evidence-informed decision making process. However, it can be challenging to select appropriate critical appraisal tools and apply their use in practice. The NCCMT is excited to host Dr. Marilyn Macdonald and Dr. Lori Weeks from the JBI Centre of Excellence (https://www.dal.ca/faculty/health/nursing/research/JBI.html) to present a webinar on the critical appraisal of public health research evidence. This session will provide an overview of the importance of critical appraisal as well as an introduction to some of JBI’s critical appraisal tools (https://jbi.global/critical-appraisal-tools).

• Adoption of HT approach into core practice
• Communities/systems engaged in ‘buy-in’
• Stakeholders leverage partnerships to support uptake
Ultimate outcome:
‘Vulnerable children will experience greater equality of health
outcomes and achieve healthier weights. ‘
HT policy outcomes
HT theory of change
• If families at-risk of developing unhealthy
weights come together through programming
that enables healthy eating, increases enjoyment
of physical activity and strengthens the family
bond, then members will improve their overall
health and overall quality of life with skills and
habits that will last.
How do I get the guide?
NCCMT:
http://www.nccmt.ca/uploads/media/media/0001/01/c3374b8be4b35
e1340385f1b593d3bb9f50f6a38.pdf
the guide?
Wrap Up – Key Messages
• Policy-influence in order to support scale-up of evidence-based
programs is a concern to many funders and organizations
• There is a burgeoning literature on how to do and evaluate policy-
influence work
• The Guide to Policy-Influence Evaluation will help you navigate this
literature with a select number of high quality useful resources
• The Guide can help to:
• Develop evaluation requirements for policy-influence work
• Support projects and organization to do and evaluate policy-influence work

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Avez-vous besoin d’aide pour évaluer la qualité de différents types de données probantes non issues de la recherche? Ce webinaire vous guidera à travers des exemples de cas montrant la manière d’utiliser l’Outil d’évaluation de la qualité des données probantes issues de la communauté (ÉQDPIC) et l'outil de planification et d’évaluation des ressources (PÉR) pour évaluer la qualité des données probantes contextuelles, y compris les problèmes de santé locaux, les préférences et les actions communautaires et politiques, ainsi que les ressources financières et humaines. Dans le but de soutenir l’utilisation de ces outils après le webinaire, nous offrons du mentorat en courtage de connaissances.

Thank You!
Questions/Comments/Contact
Marlasteinberg@telus.net
Anima.anand@thebridgeservices.ca
Michele.hopkins@thebridgeservices.ca
shannon.bradleydexter@canada.ca
www.healthy-together.ca
The Guide: http://www.nccmt.ca/resources/search/241
Follow us @nccmt Suivez-nous @ccnmo
66
Your Comments/Questions
• Use Chat to post comments
and/or questions
• ‘Send’ questions to All (not
privately to ‘Host’)
Chat
Participant Side
Panel in WebEx
Follow us @nccmt Suivez-nous @ccnmo
67
Poll Question #4
Could this method or tool be useful
in practice?
A. Very useful
B. Somewhat useful
C. Not at all useful
D. Don’t know
Follow us @nccmt Suivez-nous @ccnmo
68
Your Feedback is Important
Please take a few minutes to share your thoughts
on today’s webinar.
Your comments and suggestions help to improve
the resources we offer and plan future webinars.
The short survey is available at:
https://nccmt.co1.qualtrics.com/SE/?SID=SV_8ib8Yz9pRao
GLBz

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Follow us @nccmt Suivez-nous @ccnmo
69
Poll Question #5
Would you be willing to receive an
email from the NCCMT with a
follow-up survey in 2-3 months?
A. Yes
B. No
Follow us @nccmt Suivez-nous @ccnmo
70
Join us for our next webinar
NCCMT Spotlight on Methods & Tools: CDC Clear
Communication Index
Date: Wednesday, February 1, 2017
Time: 1:00 – 2:30pm EST
Interested in evidence-based criteria for clear communication
of public health material? Do you develop and review public
health communication materials? Are you interested in
enhancing clarity and ease of understanding of these
materials? Join us for a webinar on how the Clear
Communication Index can help you.
Register at: https://health-evidence.webex.com/health-
evidence/onstage/g.php?MTID=eb180a59b9994f1d4da0729d
c3d31345d
Follow us @nccmt Suivez-nous @ccnmo
71
Poll Question #6
What are your next steps? (Check all
that apply)
A. Access the method/tool referenced in the
presentation
B. Read the NCCMT summary about the
method/tool described today
C. Consider using the method/tool in practice
D. Tell a colleague about the method/tool
Follow us @nccmt Suivez-nous @ccnmo
Funded by the Public Health Agency of Canada | Affiliated with McMaster University
Production of this presentation has been made possible through a financial contribution from the Public Health Agency of Canada. The
views expressed here do not necessarily reflect the views of the Public Health Agency of Canada..
For more information about the
National Collaborating Centre
for Methods and Tools:
NCCMT website www.nccmt.ca
Contact: nccmt@mcmaster.ca

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NCCMT Spotlight Webinar: Guide to Policy-Influence Evaluation

  • 1. Follow us @nccmt Suivez-nous @ccnmo Funded by the Public Health Agency of Canada | Affiliated with McMaster University Production of this presentation has been made possible through a financial contribution from the Public Health Agency of Canada. The views expressed here do not necessarily reflect the views of the Public Health Agency of Canada.. Guide to Policy-Influence Evaluation Presenters: Marla Steinberg, PhD CE Anima Anand, PhD Michele Hopkins, RSW, MSW Shannon Bradley Dexter, MSc January 25, 2017 1:00 – 2:30 PM ET
  • 2. Follow us @nccmt Suivez-nous @ccnmo 2 Housekeeping Use Chat to post comments and/or questions during the webinar • ‘Send’ questions to All (not privately to ‘Host’) Connection issues • Recommend using a wired Internet connection (vs. wireless), • WebEx 24/7 help line • 1-866-229-3239 Participant Side Panel in WebEx Chat
  • 3. Follow us @nccmt Suivez-nous @ccnmo 3 After Today The PowerPoint presentation (in English and French) and English audio recording will be made available. These resources are available at: PowerPoint: http://www.slideshare.net/NCCMT/ Audio Recording: https://www.youtube.com/user/nccmt/videos
  • 4. Follow us @nccmt Suivez-nous @ccnmo 4 How many people are watching today’s session with you? Poll Question #1 A. Just me B. 1-3 C. 4-5 D. 6-10 E. >10
  • 5. Follow us @nccmt Suivez-nous @ccnmo Your profession? Put a √ on your answer (or RSVP via email) / Epidemiologist Management (director, supervisor, etc.) Allied health professionals (nurse, dietician, dental hygenist, etc.) Librarian Physician / Dentist Other 5
  • 6. Follow us @nccmt Suivez-nous @ccnmo Guide to Policy-Influence Evaluation http://www.nccmt.ca/resources/search/241 Episode 30 6
  • 7. NCC Infectious Diseases Winnipeg, MB NCC Methods and Tools Hamilton, ON NCC Healthy Public Policy Montreal, QC NCC Determinants of Health Antigonish, NS NCC Aboriginal Health Prince George, BC NCC Environmental Health Vancouver, BC 7
  • 8. Registry of Methods and Tools Online Learning Opportunities WorkshopsMultimedia Public Health+ Networking and Outreach NCCMT Products and Services 8
  • 9. Follow us @nccmt Suivez-nous @ccnmo 9 Poll Question #2 How familiar are you with the method or tool we are discussing today? A. I am not familiar with the method or tool B. I have heard of the method or tool C. I have used the method or tool
  • 10. Follow us @nccmt Suivez-nous @ccnmo 10 Presenter Shannon Bradley Dexter, MSc Senior Policy Analyst, Innovation Strategy, Public Health Agency of Canada
  • 11. Follow us @nccmt Suivez-nous @ccnmo 11 Presenter Marla Steinberg, PhD CE Evaluation Consultant
  • 12. Follow us @nccmt Suivez-nous @ccnmo 12 Presenter Anima Anand, PhD Project Lead, Healthy Weights for Children, The Bridge Youth & Family Services
  • 13. Follow us @nccmt Suivez-nous @ccnmo 13 Presenter Michele Hopkins, RSW, MSW Project Coordinator, Healthy Weights for Children, The Bridge Youth & Family Services
  • 14. Evaluating Policy-Influence NCCMT Webinar January 25, 2017 Marla Steinberg, Ph.D. CE Evaluation Consultant Anima Anand, Ph.D. and Michele Hopkins M.S.W. Healthy Weights for Children Project Shannon Bradley Dexter Innovation Strategy Public Health Agency of Canada
  • 15. Welcome By the end of this webinar, you should be able to: 1. List the complexities of evaluating policy-influence. 2. Assess how the Guide to Policy-Influence Evaluation can support your work.
  • 16. Establishing our Learning Community Poll: What is your interest in policy-influence? A. I am a practitioner who does policy-influence work B. I am a public health manager or decision-maker with a mandate for policy-influence work C. I am a funder who funds policy-influence work D. I am an evaluator who evaluates policy-influence work E. I am a student interested in policy-influence work F. Other G. I don’t really know what policy-influence work is…………….. Poll Question #3
  • 17. Have you ever….. • Wondered how you get senior decision makers and politicians to take an interest in your program or issue? • Wondered how best to support the scale-up of an intervention? • Wondered how to evaluate your influence on policy? • Wondered what should be considered a realistic achievement for policy- influence work?
  • 18. The Guide to Policy-Influence Evaluation may be just what you need….
  • 19. Needs, definitions, and the complexity of policy-influence work and evaluation Setting the context for the guide
  • 20. Origins of the Guide: The Public Health Agency of Canada’s Innovation Strategy (IS) • Funds population health intervention research in diverse communities across Canada to build evidence about "what works" "for who" and "in what context" to reduce health inequities. • Promotes and shares intervention results to inform future policy, program design, and other actions that will improve population health. • Funding provided in three phases. Current focus areas: Mental Health Promotion and Achieving Healthier Weights
  • 21. IS Evaluation Requirements • IS projects are required to undertake a comprehensive evaluation including assessing the uptake of evidence or knowledge generated through the project. • Uptake is often achieved through the “influence on policy.” THE ISSUE: Projects needed guidance, tools, and resources to effectively report on how IS projects were influencing policy. They wanted to be able to tell their policy-influence stories!
  • 22. Exploring the world of policy-influence work
  • 24. What is policy? • Formal and wordy definition: Policy is a means of governing action with the aim of attenuating or promoting particular phenomena occurring in the population. Policies can outline rules, provide principles that guide action, set roles and responsibilities, reflect values and principles, as well as state intentions. Policies can be enacted by all levels of government (federal, provincial, regional and municipal), community organizations, businesses, and schools. Polices can guide programs, practice or education. • Adapted from the National Collaborating Centre for Healthy Public Policy (2010) Accessed at: http://www.ncchpp.ca/docs/MethodPP_EN.pdf • Endorsed by 95% of IS project respondents in the policy evaluation needs assessment conducted in the fall of 2013.
  • 25. What is policy-influence work? Policy-influence work supports the uptake or spread of evidence-based interventions.
  • 26. An example “With partner organizations, we developed a food security questionnaire that went to all party leaders during the recent provincial election to see where they stand on food security issues. The next step will be holding them to some promises. We have also been working with the municipality to develop a food charter and food strategy. Prior to this we prepared a fact sheet on food security as a municipal issue, which was distributed to supporters and encouraged people to write in support of including food security in the Regional Plan” Policy maker education Policy development Public awareness campaign Advocacy
  • 28. What is unique about policy-influence work and its evaluation?
  • 30. “Policy-influence is a highly complex process shaped by a multitude of interacting forces and actors. Outright success, in terms of achieving specific, hoped-for changes in policy, is rare, and the work that does influence policy is often unique and rarely repeated or replicated, with many incentives working against the sharing of ‘good practice’” (Jones, 2011, p. 1)
  • 31. A lot of policy-influence is about being there when the window opens and being nimble to jump on board. A lot of policy work is stand and wait and then jump when you need to act” Bonnie Leadbeater – WITS (Mental Health IS project)
  • 33. All roads lead to Rome….. There are a wide variety of activities that can influence policy
  • 34. There are a variety of policy impacts: (1) Conceptual – changing the thinking of key stakeholders (2) Instrumental – changing actions Carol Weiss
  • 35. Jones (2011) offers further elaborations on the range of policy impacts: 1. Framing debates and getting issues on to the political agenda; drawing attention to new issues and affecting the awareness, attitudes or perceptions of key stakeholders 2. Encouraging discursive commitments; affecting language and rhetoric to promote the recognition of specific groups or endorsements of policy recommendations 3. Securing procedural change; changes in the process whereby policy decisions are made, such as opening new spaces for policy dialogue 4. Affecting policy content 5. Influencing behaviour change in key actors: policy change requires changes in behavior and implementation at various levels in order to be meaningful and sustainable
  • 37. Theories of change are useful (required!)
  • 38. There are a variety of methods for evaluating policy-influence
  • 40. Working Group of IS Projects Created Needs Assessment Completed Guide Developed Case Studies Added Final Production and Translation The development of the guide
  • 41. Recommends a limited number of useful (and free) resources that are organized around a four- step evaluation planning process
  • 42. Four steps are aligned with other evaluation planning frameworks CDC Framework for Evaluation in Public Health
  • 43. Includes three case studies: WITS - anti-bullying program for primary schools from the mental health stream Healthy Weights Connections - System change intervention to improve public health services for aboriginal children and families Our Food - Creating a food strategy for Halifax
  • 46. Set of “raw” ingredients http://www.otisfundraisingideas.com/product/our-ingredients To be selected, prepared, adapted, and consumed as needed to suit your context.
  • 47. What it is not…… A step-by-step recipe to be rigidly followed
  • 48. What it is not…… A step-by-step recipe to be rigidly followed A resource on how to evaluate the implementation, effectiveness or impact
  • 49. Who is the audience Funders Projects or organizations involved in policy-influence work Evaluators Assumes a basic understanding of evaluation
  • 50. Uses for the guide Read it to understand the complexities of and options for policy-influence work and its evaluation
  • 51. Uses for the guide Read it to understand the complexities of policy- influence evaluation Use some of the frameworks to develop evaluation requirements for funded projects
  • 52. Uses for the guide Read it to understand the complexities of policy- influence evaluation Use some of the frameworks to develop project- specific evaluation requirements Use the tools to work with projects to plan their policy-influence work and evaluation
  • 53. Healthy Weights for Children Project created an innovative family education model ‘Healthy Together’© (HT) • Integrated healthy eating and physical activity within group learning to bring families together to learn to make healthier choices and build healthy relationships. • Established a collaborative national network to guide program integration within core practice and policy.
  • 54. • 21 sites in 8 Provinces and Territories (BC, AB, SK, MB, ON, NL, NB, NWT) • 150+ trained professionals across Canada • 1,000+ children, youth and caregivers • Community context: • Northern, rural, urban, Aboriginal, multi-cultural • Low income, immigrant/refugee, foster families Snapshot of HT
  • 55. Program effectiveness • HT demonstrated that inclusion of healthy cooking/eating and physical activity within group learning was key to participant engagement, leading to positive behaviour change. • Reduced consumption of sugar sweetened beverages • Increased physical activity • Reduced screen time • Relationships that developed during HT sessions led to building social support for families, particularly in underserved communities.
  • 56. HT ‘policy influence’ needs • An effective policy development framework • Concerted effort by multi-sectorial partners to promote healthier weight practices and policy • Tools to measure the impact of policy influence work
  • 57. Complexity of HT policy influence • In order to be effective, HT needed to – Be responsive – Be adaptable – Build capacity – Enhance knowledge uptake
  • 58. HT policy influence - process Policy Development Placement on Policy Agenda Policy Adoption Policy Implementation Policy Maintenance
  • 59. Tool for HT Policy Influence Work –Goals & Activities Practice/ Policy Goal Activities/Tactics Timeline  What is an example of a practice/ policy related to achieving healthier weights?  How do you envision Healthy Together influencing practice/policy discussions?  What practice/policy goal(s) do you think is possible within your sphere of influence?  What activities/tactics will you engage in, to achieve the above goals, and the estimated timeline?  Comments Thank you for your participation! Office/Agency Organization/Network Community Province Other
  • 60. HT policy influence activities • Program uptake/practice change by sites • Establishing relationships with key decision makers • Policy makers’ education/ capacity building • Policy development/maintenance • Policy implementation/evaluation • Demonstration projects/pilots • Electronic outreach through social media • Briefings/presentations
  • 61. • Adoption of HT approach into core practice • Communities/systems engaged in ‘buy-in’ • Stakeholders leverage partnerships to support uptake Ultimate outcome: ‘Vulnerable children will experience greater equality of health outcomes and achieve healthier weights. ‘ HT policy outcomes
  • 62. HT theory of change • If families at-risk of developing unhealthy weights come together through programming that enables healthy eating, increases enjoyment of physical activity and strengthens the family bond, then members will improve their overall health and overall quality of life with skills and habits that will last.
  • 63. How do I get the guide? NCCMT: http://www.nccmt.ca/uploads/media/media/0001/01/c3374b8be4b35 e1340385f1b593d3bb9f50f6a38.pdf the guide?
  • 64. Wrap Up – Key Messages • Policy-influence in order to support scale-up of evidence-based programs is a concern to many funders and organizations • There is a burgeoning literature on how to do and evaluate policy- influence work • The Guide to Policy-Influence Evaluation will help you navigate this literature with a select number of high quality useful resources • The Guide can help to: • Develop evaluation requirements for policy-influence work • Support projects and organization to do and evaluate policy-influence work
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