| Term |
Definitions |
Example |
Notes/Comments |
| Project name |
Name of analysis |
ISM Worker performance assessment |
|
| Name of client organization |
Name of the organization that has requested/is receiving assistance (at
the level that contains the workers included in the investigation). |
Santo Domingo Polyclinic #23 |
If the workers are in a different organization than the one that requested
your help, you may want to list both. |
| Key client contact |
Contact person in the client organization(s) who knows the other project
stakeholders. |
|
The key client contact will often be your partner on the project, especially
if you do not work in the organization that is asking for your help. |
| PI facilitator |
Your name |
|
|
| Initial request |
The initial request for assistance, stated in the client’s words. |
“We would like you to develop a three-day class to improve provider
performance in offering all available, appropriate contraception methods.” |
|
| Subject matter experts |
Those who have expertise in the tasks under investigation. |
The resident expert in IUD insertion techniques, if that is one of the
tasks being investigated. |
|
| Exemplar |
Employee who currently meets or exceeds the expectations of the client
organization; the star performer of the organization. |
|
Consult stakeholders (e.g., supervisors, clients, co-workers) to identify
exemplars. If none are found, or in the case of new performance, leave this
field blank. |
| Key stakeholder(s) |
A list of stakeholder(s) who are affected by the poor performance, or
who will benefit from improved performance or from new performance being
at a top level. |
|
|
| Performer |
Job title of the job under investigation. |
ISM provider |
|
| Sources of written data |
List of all written information that documents provider performance, especially
reports that show measurable indicators. |
- Clinic records
- Previous studies
- Trip reports
- Drop-out rates
- Performance evaluations
- Client surveys
|
Collect all written reports/records that might provide information on
the performers, or even on the organization as a whole. |
| List of people to be interviewed |
List of those you will interview to determine actual and desired performance
levels, causes of current gaps, and available interventions to close those
gaps. |
|
|
| Funding source |
The entity or account funding the investigation and related costs. |
- PRIME core evaluation funds
- RO/LAC field support
|
|
