Project Overview > Methodology

Methodology

By presenting the methodology, users of these situational assessment tools should be able to see the integrity of the process and thus, value the results. Other users may want to use the review process in their own best practice work and would find the details regarding the overall methodology useful.

What Was Involved?

There were four elements of work involved in preparing for the review:

1. coordinating the review panel
2. establishing criteria and materials
3. gathering tool information
4. developing the web application.

These four elements were required to implement the overall review process, which in turn generated the results of the catalogue.

It should be noted that although these four elements are presented separately, in most cases, these processes took place concurrently over approximately seven months.

Who was Involved? (See the Acknowledgments for a complete list of contributors)

• The Comprehensive Workplace Health Promotion Project Team – three core team members implemented and coordinated the review of situational assessment tools, with consultation and support from other team members.
• The Recommended Practices Review Panel – A team of 18 experts in workplace health promotion, situational assessments, and best practice reviewed the 35 situational assessment tools.
• Source organizations/companies – Over 30 organizations and companies provided permission and the information needed to include their situational assessment tools in the review process (these will now be referred to as “sources.”)
• Workplace Project Advisory Committee – Ten members provided guidance and insight throughout the review process.

How Is the Process Described?

The methodology of this project is illustrated in two ways.

• The timeline (see below) visually illustrates the major elements that occurred
  during the seven-month project, to form a representation of the overall process.
• The process description can be found in Part II of the complete resource,
  which is available for download by clicking here [PDF 273 pages, 2.5Mb]
  The process description provides a detailed account of the elements needed to
  conduct the review (elements 1 – 4.) An explanation of the review process
  follows and then the results of the review are discussed. The lessons learned
  noted throughout the methodology are practical insights gained throughout the
  review process. They illustrate particular problems or hurdles that the project
  team and review panel encountered. Finally, future recommendations are offered.

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