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Table 1 Summary of the collaborative intervention planning steps for intervention adaptations

From: Using the collaborative intervention planning framework to adapt a health-care manager intervention to a new population and provider group to improve the health of people with serious mental illness

Step Objectives Number of meetings Activities Products
1 Setting the stage • Foster partnership and collaboration 4 Icebreaker activities, mission statement exercises, and group discussions Mission statement
• Clarify CAB members’ roles and responsibilities
• Introduce project aims, intervention adaptation process, and health-care manager intervention
2 Problem analysis and needs assessment • Identify the health-care needs of Hispanic clients 6 Brainstorming exercises, group discussions, development of a logic model, mixed-methods needs assessment that included 40 structured interviews and chart abstraction with Hispanic clients with SMI and at risk for cardiovascular disease and 5 client focus groups Logic model and needs assessment findings
• Discuss how the intervention may or may not address these needs
• Identify areas for intervention adaptations
3 Review of intervention objectives and theoretical foundations • Review the objectives, methods, materials, and theoretical foundations of the intervention 8 Group discussions and review of intervention components, change objective tables, and intervention’s logic model Revised logic model and change objective tables of adapted intervention
• Identify specific adaptation to intervention content or delivery
4 Development of intervention adaptations • Incorporate adaptations into the intervention manual and materials 8 Review of intervention manual and materials and group discussions Intervention manual and materials and training curriculum
• Finalize adapted intervention