1. Preparing Social Media Interventions for Replication
Dallas Swendeman

2. HRSA Expectations in RFA
Page 2, “Additionally, successful applicants will be expected to document the social media project’s implementation, including any manuals, tools, policies and protocols developed to administer the project for potential replication by others”
Page 5, “Evaluation staff, with input from other staff, will be required to develop a manual to support replication of successful social media based interventions by other organizations within their State and by other Ryan White grantees.”

3. Overview: Timeline Nov 2016-Feb 2017 Feb – 2017 Jan to Jun 2017
Sites assemble existing materials in preliminary outline
Feb – 2017
ETAC webinar for questions and suggestions from sites
Jan to Jun 2017
At site visits and monthly calls sites/ETAC review and provide feedback on progress
Jun 2017
Sites complete draft versions for peer review, sharing, and feedback during all-recipient DC meeting
Nov 2017
Sites complete final versions

4. Why Manuals? Social media interventions seem easy to replicate
Apps make available on app/play stores
Automated text-messages – make message libraries available, maybe with a delivery platform/portal (if funds provided)
Many components still require manuals, written protocols to be replicated by others
Social marketing engagement (outreach and recruitment) strategies will require processes that can be replicated for quickly evolving and locally customized content
Framework for conducting chat rooms / online discussion groups
Procedures for “Live” or person-mediated text-/instant-messaging
Strategies and procedures to enhance In-person interactions

5. Manual Components / Sections
Introduction
2-3 pages
Intervention Description
Enough to support replication (use appendices for details)
Lessons from the Field / Implementation Tips
1 to 3 pages
Monitoring and Evaluation
Enough to support replication (use appendices for measures & methods)
Include progress indicators, milestones, or timelines
Appendices
All specific sample documents and other materials with details

6. Introduction – Road Map
Rationale and Description of Need / Scope of Problem
1 - 2 pages
“What is the problem being addressed?”
“Why is intervention needed? What are the broad goals?”
Epidemiologic evidence of need; Evidence for intervention approach
Results of needs assessment
Target Audience
Up to ½ page
“For whom was this intervention designed?”
May not be the same as the evaluation inclusion/exclusion criteria
“In which setting will the intervention occur?”
Intervention Overview
½ to 1 page
Briefly describe all elements of the intervention
Provide intervention goals and key objectives and  how it connects to the care continuum outcome goals

7. Intervention Typology

8. Intervention Description
Intervention Approach / Theoretical Framework
Describe the overall intervention approach and theory (if applicable)
“How and why is this intervention supposed to be effective?”
Target Population
Describe the diversity of patients intervention designed with and delivered to
“Who is this intervention designed for?”
“Will this intervention be appropriate for my population of patients/clients?”
Make clear distinction between who designed for broadly versus evaluation
Evaluation inclusion criteria may be more narrowly focused on those at highest need to ensure we detect impacts (i.e., room for improvement).
Pre-Implementation Activities
Describe processes and resources needed to prepare org and staff to adapt and deliver the intervention
“What do we need to do to prepare to implement this intervention?”

9. Staffing, Training, & Partners
Staffing Roles
Describe different types staff needed for project
“Who on our staff needs to be involved?” “Who do we need to hire?”
Describe roles and responsibilities, and provide a project org chart
Overview in text for each role - Job Descriptions in Appendices
Key Staff Attributes
“What have you learned about key attributes of successful staff in different roles?”
“What attributes do I need to select for when hiring, partnering, contracting?”
Training
Overview of activities, scope, and time needed - protocols in appendix
“What aspects of intervention can and need to be trained?”
“How much time will it take?”
Partners
Describe types of partners that might be needed from outside an organization
Technology partners, community partners, clinical partners, etc.
“Who do we need to contract and partner with to implement this intervention?

10. Community Engagement Youth and Community Advisory Boards
Describe roles, responsibilities and activities of the YAB/CAB
“How did you work with CAB to optimize intervention design and delivery?”
Describe how advisory board members are identified and incentivized
“We already have a CAB. Do we need a new one for this project?”
Outreach and Recruitment
Describe outreach and recruitment methods
“How do we get people to participate in this project?”
Marketing / Social Marketing
Describe and show examples of marketing strategies and materials
“How did you market or promote this project?”
Describe processes and refer to resources for designing marketing strategies
“How can we best design a marketing campaign for our local project?”

11. Intervention Design Core Elements / Components
Describe what aspects of the intervention can’t be changed to maintain integrity and efficacy
“What can’t we change in this intervention?”
Describe the aspects of the intervention can or should be tailored
Adaptable Key Characteristics / Components
Describe aspects of the intervention can or should be tailored, and how
“What can and should we tailor for our population, here and now?”
Describe procedures and strategies for adapting/tailoring components
“How do we best adapt and tailor the functions and content?”
Procedures / Protocols
Describe the specific processes, instructions, etc. for delivery
“How do we implement the intervention components, step-by-step?”

12. Core Elements Functions, not “Sessions”: From the Typology:
Communication:
Two-way interactive communication between participants and service providers
Education:
Two-way or interactive teaching of information or content. Sites briefly describe education strategy and content focus, etc.
Information:
One-way or "push" of content to inform participants (e.g. tips, referral resources, etc.)
Gaming:
"Gamification" functions embedded in the social media tools (e.g. point systems, rewards, incentives, or games). May have reference to other participants (competition) or not

13. Core Elements (cont.) Reminders Self-monitoring / tracking:
general (other than HIV care): Reminders other than for HIV care appointments or ART adherence
medical appointments: Appointment reminders for HIV medical care, delivered via the social media intervention tool
medication adherence: Antiretroviral medication reminders: automated, live, auto & live
Self-monitoring / tracking:
Participants record or report information via the social media tool(s) (i.e. self-monitoring, logging, self-tracking)
Skills building:
Social media tools specifically designed to build skills through demonstration and practice
Social support/networking:
Provides opportunities to receive social support from peers, family, service providers or others

14. Technology Platforms / Channels
How the functions are delivered
From the Typology
Mobile App:
Smartphone applications (Apps), excluding social networking Apps/Sites (see Social Networking Apps)
Social Media:
Use of other social media and networking Apps/sites, excluding dating Apps
Social Networking Sites/Apps:
Use of existing social networking/dating mobile Apps/Websites (e.g. Grindr, Jack'd, Adam4Adam, etc.)
Text Messaging:
Via short message service (SMS) or private messaging (PM) Apps (e.g. What's App, Kik), or PM functions in mobile-web Apps or social media Apps/Sites
Website:
Websites that may be optimized for mobile device browsers or not (i.e., designed only for PC browsers)

15. Core Elements & Key Characteristics
Core Elements might typically be:
Adaptable Key Characteristics might be:
Functions (from the typology)
Platforms (specific channels)
Tracking / Self-monitoring
Specific domains tracked & how
Core topics in information, education, and communication content
Specific language and framing used in information, education, and communication content
Processes for adaptation – procedures for tailoring and developing content
Results from adaptation processes for tailoring and developing content
Required staff characteristics
Optional/preferred characteristics

16. Monitoring & Evaluation
Evaluation plans and procedures
Local and national
Outcome/Impact indicators
Process/Progress indicators
Methods overview

17. Lessons from the Field Successes Challenges/Barriers
“What were the impacts of the intervention?”
Evaluation results – preliminary and final eventually
Can include implementation successes – i.e., “Process Outcomes” – how many reached, served, etc.
Give specific examples, case studies, stories
Convince stakeholders, admin and funders
Challenges/Barriers
“What are the pitfalls we should be prepared to avoid?”
“What are challenges that we can’t avoid and how can we be best be prepared to overcome them?”
Tips for Future Implementation
Recommendations for modifications for different delivery settings
Summarize key points that supported successes and overcame barriers

18. Appendices Supporting Documentation (examples, not limited to):
Intervention Protocol
Communication Protocol
Training Materials
Job Descriptions
Evaluation plans
Forms (examples but not limited to):
Referral forms
Encounter forms for data collection
Patient enrollment forms
Progress notes
Evaluation forms

19. Getting more detailed and design oriented: The Behavior Change Taxonomy

22. What are commercial mHealth apps doing?
Get picks of devices