Reference Guide

Templates and Job Aids

Copy any card into a WhatsApp group, a workplan or a supervision checklist. Most cards use one framework from the inventory.

Diagnosis Cards

CFIR Five-Domain Scan

  1. Innovation (the thing we implement, here vaccination): Is it simple, affordable and clearly better than what we did before?
  2. Outer setting: What outside our team helps or blocks us (funds, policy, partners, insecurity, community attitudes)?
  3. Inner setting: Do we have the staff, equipment, priority and communication to deliver it?
  4. Individuals: Does each key person have the need, capability, opportunity and motivation to play their part?
  5. Implementation process: Did we plan, engage the right people, review progress and adapt?

COM-B Behaviour Diagnosis

  1. Name the behaviour: who does what, when, where?
  2. Psychological capability: do they know how and when?
  3. Physical capability: are they physically able?
  4. Physical opportunity: do time, money, stock and place allow it?
  5. Social opportunity: do family, peers and leaders support it?
  6. Reflective motivation: do they believe it is worth it?
  7. Automatic motivation: do habits or feelings pull them away?

BeSD Four Questions for Caregivers

  1. Thinking and feeling: How worried are you about this disease? How safe do you think the vaccine is?
  2. Social processes: What do your family, leaders and health worker say about it?
  3. Motivation: Do you plan to get your child vaccinated?
  4. Practical issues: What makes it easy or hard to get the vaccine here?

For formal surveys, use WHO's BeSD priority questions with their exact wording.

Design Worksheets

Barrier-to-Strategy Matrix

  1. Barrier (one line, with evidence source):
  2. Framework and construct (e.g. CFIR inner setting, available resources):
  3. COM-B component or BeSD domain:
  4. Intervention function:
  5. ERIC strategy:
  6. Implementation outcome to track:

One row per priority barrier. Every barrier needs at least one strategy. Every strategy needs at least one outcome.

Strategy Specification

  1. Strategy name (ERIC):
  2. Actor:
  3. Action:
  4. Action target:
  5. Temporality:
  6. Dose:
  7. Implementation outcome affected:
  8. Justification:

Framework Selection Record

  1. Problem and setting (domain, level):
  2. Research or programme purpose (from Part D):
  3. Framework chosen and functional category (from Part A):
  4. Why this framework fits the question:
  5. How it will shape data collection and analysis:
  6. Known limitations for this setting:

Measurement Cards

Proctor's Eight Outcomes Checklist

  • Acceptability: Do people find it agreeable?
  • Adoption: Did facilities and staff start using it?
  • Appropriateness: Does it fit this setting and problem?
  • Feasibility: Is it doable with what we have?
  • Fidelity: Are we delivering it as planned?
  • Implementation cost: What does delivery cost?
  • Penetration: How far has it spread in our setting?
  • Sustainability: Will it continue as routine?

RE-AIM Five Questions

  1. Reach: What share of eligible people received it, and whom did we miss?
  2. Effectiveness: What improved, and were there harms?
  3. Adoption: Which facilities and staff took it up?
  4. Implementation: Did we deliver it as intended, at what cost, with what changes?
  5. Maintenance: Do results and delivery continue over time?

Outcome Measurement Plan

  1. Outcome (Proctor or RE-AIM):
  2. Indicator and definition, with numerator and denominator:
  3. Data source (register, tally sheet, DHIS2, supervision checklist, survey):
  4. Frequency:
  5. Owner:
  6. Review forum (e.g. monthly LGA review):