CHWS study materials
CHWS study resources

CHWS cheat sheet

CHWS · Keep the key ideas within reach.

Quick reference

Health and Wellness Foundations

  • WHO definition of health: a state of complete physical, mental, and social well-being, not merely the absence of disease or infirmity.

  • Dimensions of wellness commonly used in CHW practice: physical, emotional, social, intellectual, occupational, spiritual, environmental, and financial.

  • Social determinants of health (SDOH) domains: economic stability, education access and quality, health care access, neighborhood and built environment, and social and community context.

  • Primary, secondary, and tertiary prevention refer respectively to preventing onset, detecting disease early, and reducing complications or disability.

  • Incidence counts new cases in a period; prevalence counts all existing cases at a point or over a period; prevalence rises when incidence rises or survival lengthens.

  • Health equity means everyone has a fair and just opportunity to be as healthy as possible; health disparities are differences linked to social or economic disadvantage.

  • The ecological model nests influence at individual, interpersonal, organizational, community, and policy levels; interventions at multiple levels tend to be more durable.

  • Upstream approaches target root causes such as housing, income, and food access; downstream approaches target individual treatment and behavior.

Quick reference

Behavior Change and Coaching

  • Transtheoretical (stages of change) model stages: precontemplation, contemplation, preparation, action, maintenance; relapse is a normal return to an earlier stage, not failure.

  • Stage-matched tasks: raise awareness in precontemplation, tip the balance in contemplation, secure commitment in preparation, reinforce gains in action, plan for relapse in maintenance.

  • Motivational interviewing core spirit: partnership, acceptance, compassion, evocation; the four processes are engaging, focusing, evoking, and planning.

  • OARS skills: open questions, affirmations, reflections, summaries; reflections should outnumber questions in a typical MI conversation.

  • Change talk (desire, ability, reasons, need, commitment) predicts behavior change; sustain talk predicts maintenance of the status quo; respond to change talk by evoking elaboration.

  • SMART goal criteria: specific, measurable, achievable, relevant, time-bound; action plans pair a cue with a concrete response (implementation intentions).

  • Social cognitive theory constructs: self-efficacy, observational learning, outcome expectations, behavioral capability, reinforcement, reciprocal determinism.

  • Health belief model constructs: perceived susceptibility, perceived severity, perceived benefits, perceived barriers, cues to action, and self-efficacy.

  • Self-determination theory identifies autonomy, competence, and relatedness as basic needs; satisfying them supports intrinsic motivation.

Quick reference

Nutrition and Physical Activity

  • Dietary Guidelines for Americans key patterns emphasize vegetables, fruits, whole grains, lean protein, low-fat dairy or fortified alternatives, and limited added sugars, sodium, and saturated fat.

  • Physical activity guidelines for adults: at least 150 minutes per week of moderate-intensity aerobic activity or 75 minutes of vigorous activity, plus muscle-strengthening on 2 or more days per week.

  • Children and adolescents need about 60 minutes of moderate-to-vigorous physical activity daily, including bone- and muscle-strengthening activity.

  • Caloric density and nutrient density are distinct: a food can be high in calories but low in nutrients (empty calories) or the reverse.

  • Added sugars should generally stay under 10% of daily calories; saturated fat under 10%; sodium under 2,300 mg per day for most adults.

  • Food label reading: start with serving size, then calories, added sugars, sodium, saturated fat, and fiber; percent daily value is based on a 2,000-calorie diet.

  • BMI is weight in kilograms divided by height in meters squared; it is a screening tool, not a diagnosis, and misclassifies some people with high muscle mass.

  • Food insecurity is limited or uncertain access to adequate food; screening tools include the two-item Hunger Vital Sign and the six-item USDA short form.

  • Sedentary behavior is distinct from physical inactivity: meeting activity guidelines does not fully offset long sitting time.

Quick reference

Stress, Mental Health, and Sleep

  • General adaptation syndrome stages: alarm, resistance, exhaustion; chronic stress keeps the body in resistance and raises allostatic load.

  • Acute stress activates the sympathetic-adrenal-medullary axis (rapid catecholamines); chronic stress engages the hypothalamic-pituitary-adrenal axis and cortisol.

  • Eustress is stress that motivates growth; distress is stress that impairs functioning; the appraisal of a stressor shapes the response.

  • PHQ-9 screens for depression severity (0-27); GAD-7 screens for anxiety severity (0-21); higher scores indicate greater severity and prompt further assessment.

  • C-SSRS and ASQ are screening tools for suicide risk; positive screens require direct, compassionate safety assessment and referral, not reassurance alone.

  • Sleep duration recommendations: 7-9 hours for adults, 8-10 hours for teens, 9-12 hours for school-age children.

  • Sleep hygiene components include consistent sleep-wake times, dark and cool room, limited caffeine late in the day, and reduced screens before bed.

  • Obstructive sleep apnea signs include loud snoring, witnessed pauses in breathing, and daytime sleepiness; it is a medical condition requiring clinical evaluation.

  • Burnout comprises emotional exhaustion, depersonalization or cynicism, and reduced sense of accomplishment; it is an occupational phenomenon, not a clinical diagnosis.

Quick reference

Chronic Disease Prevention and Risk Reduction

  • Leading modifiable risk factors for chronic disease include tobacco use, unhealthy diet, physical inactivity, harmful alcohol use, and obesity.

  • Hypertension is generally defined as systolic 130 mm Hg or higher or diastolic 80 mm Hg or higher; confirm with repeated readings before labeling.

  • Prediabetes ranges include A1c 5.7-6.4%, fasting glucose 100-125 mg/dL, or 2-hour glucose 140-199 mg/dL; structured lifestyle programs reduce progression to diabetes.

  • The Diabetes Prevention Program showed that modest weight loss (about 7%) and 150 minutes per week of activity reduced type 2 diabetes incidence substantially.

  • Tobacco cessation: combining counseling with pharmacotherapy is more effective than either alone; brief advice follows the Ask-Advise-Refer pattern.

  • Cardiovascular risk reduction includes blood pressure control, lipid management, smoking cessation, physical activity, and healthy dietary patterns.

  • Cancer screening is age- and risk-based; CHWs support informed decision-making and navigation to screening rather than recommending tests independently.

  • Vaccination reduces complications of chronic disease (for example, influenza and pneumococcal vaccines in older adults and people with chronic conditions).

  • Medication adherence barriers include cost, side effects, complexity, and health literacy; refill data and pill counts are common adherence proxies.

Quick reference

Health Education and Communication

  • Plain language targets roughly a sixth-grade reading level or lower; use short sentences, common words, and active voice.

  • Teach-back: ask the learner to explain or demonstrate the information in their own words; it verifies understanding, not the learner's intelligence.

  • Health literacy includes print literacy, numeracy, oral literacy, and navigation skills; low health literacy is common and not a proxy for intelligence.

  • Chunk information into small pieces and check comprehension after each; limit to three to five key messages per session.

  • Motivational interviewing reflections and open questions support two-way communication better than closed questions and warnings.

  • Cultural tailoring of messages improves relevance; translation alone does not ensure cultural fit or accuracy.

  • Numeric risk communication: use absolute risks and consistent denominators; natural frequencies (for example, 3 in 100) are understood better than percentages alone.

  • Documentation should be objective, timely, and behaviorally specific; avoid judgmental language and unverified conclusions.

  • Interpreters should be trained and qualified; using family members, especially children, raises privacy and accuracy concerns.

Quick reference

Program Planning and Evaluation

  • Needs assessment methods include key informant interviews, focus groups, surveys, and secondary data review; triangulate sources to strengthen findings.

  • Logic models link inputs, activities, outputs, short-term outcomes, intermediate outcomes, and long-term impact.

  • Formative evaluation assesses program design and implementation; summative evaluation assesses outcomes and impact.

  • Process evaluation measures reach, dose delivered, dose received, fidelity, and participant satisfaction.

  • Outcome evaluation measures changes in knowledge, behavior, or health status; impact evaluation measures long-term population-level change.

  • SMART objectives specify a measurable indicator, baseline, target, and timeframe; process objectives describe activities, outcome objectives describe results.

  • Common evaluation designs include pre-post, post-only, quasi-experimental, and randomized designs; pre-post without a comparison group cannot establish causality.

  • RE-AIM framework dimensions: reach, effectiveness, adoption, implementation, and maintenance.

  • Program sustainability depends on funding diversification, workforce capacity, stakeholder engagement, and institutionalization of practices.

Quick reference

Professional Ethics, Scope, and Referral

  • CHW scope varies by employer and jurisdiction; core functions include outreach, education, navigation, advocacy, and social support, not diagnosis or prescribing.

  • Role boundaries: CHWs do not diagnose, prescribe, interpret diagnostic tests, or provide clinical treatment; they refer and bridge to licensed professionals.

  • Informed consent requires disclosure of purpose, risks, benefits, alternatives, and the voluntary right to decline or withdraw.

  • Confidentiality is limited by legal reporting duties (for example, suspected abuse or imminent danger) and by program policy; explain limits at the start.

  • Mandatory reporting duties vary by state and by profession; verify local requirements before promising absolute confidentiality.

  • Dual relationships and conflicts of interest should be disclosed and managed; boundaries protect both worker and participant.

  • Ethical principles: autonomy, beneficence, nonmaleficence, justice, and fidelity; apply them to everyday decisions such as privacy and resource allocation.

  • Documentation and referral should be timely and specific, noting the reason for referral, who was contacted, and the outcome.

  • When a participant discloses a medical emergency, follow emergency protocols and connect to emergency services rather than attempting clinical management.

Quick reference

Diversity, Equity, and Cultural Humility

  • Cultural humility is a lifelong process of self-reflection, redressing power imbalances, and institutional accountability, distinct from cultural competence as a fixed endpoint.

  • Cultural competence models describe knowledge, skills, and attitudes about specific groups; cultural humility emphasizes ongoing learning and partnership.

  • Implicit bias is an automatic association that can influence decisions without conscious intent; mitigation strategies include counter-stereotypic exposure and structured decision tools.

  • Health disparities are measured by comparing rates across groups; common axes include race and ethnicity, income, education, geography, disability, and sexual orientation.

  • Language access requires qualified interpreters and translated materials at appropriate reading levels; Title VI obligations apply to federally funded programs.

  • Social identity and intersectionality describe how overlapping identities shape health risks and access to care.

  • Community engagement principles include shared decision-making, compensation for community partners, and returning results to the community.

  • Avoid deficit framing: describe community strengths and assets alongside needs, and involve community members in defining priorities.

  • Cultural tailoring addresses values, beliefs, family roles, and communication norms; it should be developed with the community, not assumed.