Tools to Ensure Quality and Fidelity

Stanford's self-management programs result in well-researched health outcomes for participants when programs are implemented as designed (with "fidelity").
Programs are strongly urged to monitor quality and fidelity of community workshops and Leader trainings using the recommended tools below.
On this page
Fidelity/Observation of Community Workshops
Living Well Fidelity Checklist (pdf) - See "Recommended Use of Fidelity Checklist" for guidelines on how to use this.
Recommended Use of Fidelity Checklist (pdf) - Provides guidelines for use of the workshop observation/monitoring tool.
Positive Living Fidelity Checklist (pdf) - For use in PSMP workshops. See "Recommended Use of Fidelity Checklist" for guidelines on how to use this.
Lista de Observacion de Fidelidad (pdf) - Tomando Control de su Salud
Uso recomendado para las Listas de Observacion de Fidelidad (pdf) - Tomando Control de su Salud
Diabetes Self-Management Fidelity Checklist (xls) - For use in DSMP workshops. See "Recommended Use of Fidelity Checklist" for guidelines on how to use this checklist.
Fidelity/Observation of Leader Training
Leader Training Fidelity Checklist (pdf) - See "Recommended Use of Leader Training Fidelity Checklist" for guidelines on how to use this.
Recommended Use of Leader Training Fidelity Checklist (pdf) - Provides guidelines for use of the leader training observation/monitoring tool.
Positive Living Leader Training Fidelity Checklist (pdf) - For leader observation/monitoring during PSMP leader trainings. See "Recommended Use of Leader Training Fidelity Checklist" for guidelines on how to use this.
Lista de Observacion de Fidelidad (pdf) - Tomando Control de su Salud
Recomendaciones para el uso de las Listas de Observacion de Fidelidad (pdf) - Tomando Control de su Salud
Leader and Master Trainer Resources
Responses from the Living Well QA/Fidelity Workgroup to frequently asked fidelity questions (pdf) - To have additional questions addressed, email living.well@state.or.us
Sample Participant Evaluation Form (pdf) and Guidelines (pdf) - A sample form that can be used to get feedback from participants along with the guidelines for possible use.
Guidelines for Counseling Out Inappropriate leaders (pdf) - Guidelines from the Stanford Self-Management Program Fidelity Manual on ways to ensure workshop fidelity and counsel out a leader who may not be appropriate to lead workshops.
Washington State Living Well Participant Evaluation Forms - Translated into multiple languages
Sample Oregon Leader Application (doc) - A sample application form for organizations to use in recruiting and screening potential leaders to be trained.
Sample Oregon Leader Agreements - These two sample Leader agreements from PeaceHealth and Lincoln County provide two examples that organizations may wish to use and adapt in creating a signed agreement outlining expectations of new Leaders.
- PeaceHealth Volunteer Leader Agreement Model (doc)
- Lincoln County Living Well Leader Agreement (doc)
Stanford University Fidelity Manual (pdf)
Stanford University Fidelity Tool kit (pdf)