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National Health Demonstration Projects - Evaluation Task Group Review October - December 2003: Final Report

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Section 1: Introduction

1.1 The National Health Demonstration Projects

In 1999, the public health White Paper Towards a Healthier Scotland pledged £15 million over 3 years to support four National Health Demonstration Projects ( DPs) in priority areas of child health, sexual health of young people, coronary heart disease and cancer. The purpose of the DPs was to act as a testing ground for national action and to provide a learning resource for the rest of Scotland. They were intended to combine the best existing evidence with innovative practice, a concept that has been a matter of ongoing debate throughout the life of the projects. In 2003, Improving Health in Scotland - The Challenge announced the intention to support a second phase of the demonstration project programme, for up to a further 3 years, subject to a review of existing interventions and investments.

This report considers the evaluation of the first three years (Phase 1) of the three health demonstration projects, Healthy Respect ( HR), Have a Heart Paisley ( HaHP) and Starting Well ( SW), with the aim of making recommendations for the design and commissioning of future evaluation work. We do not consider the Cancer Challenge which was commissioned and evaluated separately but a summary of the pilot, evaluation models, methods and results is included at Annex A.

1.2 Purpose of this Report

The National Steering Group for the Health DPs (now the Co-ordinating Group) set up four task groups, one of which was the Evaluation Task Group. Its remit is:

  • to make a methodological assessment of the Phase 1 evaluations (outcomes and process) in order to develop an account of the strength of available evidence;
  • to make recommendations on the basis of available evidence for further evaluation and policy recommendations;
  • to report to the National Health Demonstration Projects Co-ordinating Group.

Members of the group have reviewed published research relating to community-based sexual health, heart health and early years interventions, and documents relating to the process of commissioning both the DPs themselves and the independent evaluations. The group has met the evaluation teams and members of the management teams for each of the three projects, as well as the learning network co-ordinators. This report describes our findings and makes recommendations for the evaluation of Phase 2 of the demonstration projects and for the evaluation of future initiatives of this kind.

Our remit required us 'to develop an account of the strength of available evidence'. That is to say, our assessment depended not just on how well the evaluations were designed and conducted but also on a) the strength of the existing evidence base, and b) how closely the DPs (and therefore the evaluations) matched the evidence base. We have therefore considered the prior evidence for the effectiveness of community based heart disease, sexual health and early years interventions in some detail, rather than restricting our review to materials originating from the demonstration project programme.

1.3 Structure of Report

The remainder of this report is divided into four sections:

  • The commissioning process
  • The evidence base of the demonstration projects
  • Evaluation in practice
  • Conclusions and recommendations

1.4 The Commissioning Process

1.4.1 The demonstration projects

As stated above, the Government's intention to set up four national health demonstration projects ( DPs) was announced in the 1999 public health White Paper, Towards a Healthier Scotland. Bids had already been invited for 'The Cancer Challenge', a screening programme for the early detection of colorectal cancer. Expressions of interest in bidding for the three remaining projects, which were to focus on health promotion and protection in the period leading up to birth and the first five years of life, promotion of responsible sexual behaviour among young people, and the prevention of heart disease, were invited in May 1999. Two hundred and fifty-eight notes of interest were received and six organisations were invited to develop full proposals. These were assessed by a panel chaired by the Chief Medical Officer comprising senior officials from the Scottish Executive Health Department and Health Education Board of Scotland ( HEBS), and three independent experts. The three successful bids were announced in February 2000 after the formulation of more substantive proposals and post-tender negotiations - Have a Heart Paisley ( HaHP), Healthy Respect ( HR) and Starting Well ( SW). The DPs are described in detail in Section Two. Bids were not expected to set out detailed plans for evaluation, and this was not a criterion by which they were assessed.

1.4.2 The external evaluations

External evaluations of the three DPs were commissioned through a selective tender process in which six organisations were invited to bid for one or more of the evaluation studies. This 'selective tendering' method is the usual procedure for procuring social research; it is less often used, though far from unknown, in health research. Tenders were invited after the demonstration project contracts had been awarded, and the successful proposals formed part of the documentation sent to prospective bidders. A number of those invited to tender declined on the grounds of lack of capacity, or because they had concerns about the 'evaluability' of the projects. This reluctance to tender may be indicative of the limited research capacity in Scotland, but could also be because evaluating community-based interventions presents many evaluation problems, and does not suit traditional methods or produce tidy publications. The fact that many academic units in Scotland and elsewhere refuse to engage in evaluating such interventions means in turn that there is a limited national evidence base available for such practical interventions.

One bid was received for the evaluation of each demonstration project. Each bid was evaluated by a tender panel comprising representatives of the Chief Scientist Office ( CSO), the Central Research Unit and Public Health Policy Division of the Scottish Executive Health Department ( SEHD) and HEBS (now NHS Health Scotland)

The invitation to submit notes of interest told demonstration project bidders that they could not have access to research funds to develop their applications, and also that they should concentrate on disseminating good practice because there would be separate, external evaluations. This, coupled with the fact that the evaluations were commissioned separately, after the demonstration project contracts had been awarded, helped to cement a distinction between the implementation and the evaluation of the DPs which has been problematic for both sides. This is discussed further in Section 3.

The objectives of the evaluations were extremely broad. They required the evaluators to develop methods which would provide an overall estimate of the success or failure of each demonstration project:

The aim of the evaluation is to determine how far the projects meet their own aims and objectives, and to use this information to judge their contribution towards the overall goals of the demonstration project initiative. ...

The overall range of objectives for each project is broad. Some of the proposed health outcomes will respond slowly, even if the interventions are effective. Some may be straightforward to measure, but many raise difficult methodological issues associated with identifying and attributing effects. Each set of aims and objectives contains outcome as well as process elements, and the evaluation must cover both, in order to describe and explain the projects' impact. In addition, each project is meant to improve health within its local target population, and to demonstrate methods that could be adopted elsewhere. Both aims are relevant to the evaluation. (Invitation To Tender, April 2000)

The original brief was very open with regard to research methods:

Bidders are invited to propose methods for the evaluation. These will vary between demonstration projects, and between objectives, but it is envisaged that a combination of quantitative and qualitative methods will be required, using primary data gathered via surveys and interviews, and secondary analysis of monitoring data. Methods should be rigorous, precise and appropriate to the hypotheses being tested, taking account of the particular problems associated with evaluation of area-based interventions. They should be efficient in terms of the sampling and other requirements placed on the demonstration projects. They should be geared towards estimating the effectiveness of the projects in meeting their objectives, and understanding the reasons for the success or otherwise of the projects. The overall conceptual and methodological framework should be made explicit. Tenders should indicate clearly which outcomes they propose to measure, and give reasons for the choice. If surrogate outcome measures are proposed, evidence of their validity should be offered. (Invitation To Tender, April 2000)

Nevertheless, the fact that the commissioning process was managed by the CSO, on behalf of the Public Health Policy (now Health Improvement Strategy) Division of the SEHD may have given rise to certain expectations about how the evaluations should be conducted. It was suggested to us that the CSO's involvement ultimately encouraged a view that a traditional approach relying on controlled comparisons should be adopted.

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