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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