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Table 2 Overview of the study fidelity monitoring plan

From: A protocol for monitoring fidelity of a preconception-life course intervention in a middle-income setting: the Healthy Life Trajectories Initiative (HeLTI), South Africa

Monitoring tools

Areas of fidelity addressed

Study design: theoretical framework, intended dose, and intended content

Provider training: standardize training and maintain provider skills

Delivery: intervention delivered as specified

Receipt: participant’s understanding and ability to use the skills during the session

Enactment: participants’ ability to use and apply skills in real life

Observation or recording of intervention sessions and accompanying criteria (Additional file 1: Figs. S1 and S2) (1–2 sessions per month per health helper)

X

X

X

X

X

(Review of) electronic workflow (activity/contact logs and weekly electronic data dashboards)

X

 

X

X

X

Individual session checklist

 

X

X

  

External audit of trial standard operating procedures and trial materials

  

X

  

Qualitative evaluation methods (including focus groups and in-depth interviews with intervention participants, health helpers, and control group staff)

 

X

X

 

X

Health helpers review and monitor progress, understanding, and ability of skills during each session

 

X

 

X

X

Health helpers reflect on their own use of HCS per session

X

 

X

  

Health helpers debrief notes from sessions

  

X

X

 

Weekly team debriefs with health helpers

 

X

X

  

Quarterly quality assurance reports

X

 

X

  

Evaluation following training of each new health helper and maintenance training

 

X

   

Participant complaints (as these arise)

 

X

X

  

Record of health helper attrition

X

X

   
  1. HCS Healthy Conversation Skills