Health Education study materials
Health Education study resources

Health Education cheat sheet

Health Education · Keep the key ideas within reach.

Quick reference

Assessment

  • Needs assessment precedes program design; it identifies gaps between current and desired health status in a defined population.

  • PRECEDE-PROCEED: PRECEDE phases 1-4 are social, epidemiological, behavioral/environmental, and educational/ecological assessment; PROCEED covers implementation and evaluation.

  • Three assessment types: community (assets and needs of a population), educational (what learners already know and must learn), and administrative (resources, budget, staffing, timeline).

  • Primary data are collected firsthand (surveys, interviews, focus groups, observation); secondary data are existing records (vital statistics, surveillance, census).

  • Key community indicators: incidence, prevalence, mortality, morbidity, and years of potential life lost (YPLL).

  • Formative assessment is done before or during a program; summative assessment is done at the end to judge overall outcomes.

  • A priority population is chosen by magnitude of the problem, severity, feasibility of change, and community readiness.

  • Data triangulation uses multiple sources or methods to strengthen confidence in a needs assessment conclusion.

Quick reference

Planning

  • A goal is broad and long-term; objectives are specific, measurable, achievable, relevant, and time-bound (SMART).

  • Three objective types: cognitive (knowledge), affective (attitudes, beliefs, values), and psychomotor (skills, behaviors).

  • A behavioral objective names the learner, the action verb, the conditions, the criterion, and the time frame.

  • Logic models link inputs, activities, outputs, and outcomes; outputs count what was delivered, outcomes describe change.

  • Intervention mapping aligns theory-based methods with practical strategies matched to each determinant.

  • The health belief model, transtheoretical model, social cognitive theory, and PRECEDE-PROCEED are common planning frameworks.

  • A planning committee should include representatives of the priority population, stakeholders, and content experts.

  • Budget planning distinguishes direct costs from indirect costs and fixed costs from variable costs.

Quick reference

Implementation

  • Implementation translates the intervention plan into action: who delivers what, to whom, when, and where.

  • Pilot testing identifies problems in content, format, and logistics before full-scale delivery.

  • Fidelity is the degree to which a program is delivered as designed; adaptations should be documented and planned.

  • Participant recruitment strategies include provider referral, community gatekeepers, media, and incentives.

  • Train-the-trainer models extend reach but require standardized curricula and trainer competency checks.

  • Barriers to implementation include cost, transportation, literacy level, language, and scheduling conflicts.

  • A program protocol should specify session content, duration, materials, and facilitator qualifications.

  • Documentation during delivery (attendance, session logs, deviations) supplies data for process evaluation.

Quick reference

Evaluation

  • Evaluation types: formative (process), summative (outcome and impact), and cost analysis (cost-benefit, cost-effectiveness).

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

  • Outcome evaluation measures change in knowledge, attitudes, skills, or behavior; impact evaluation measures health status change.

  • Internal validity is threatened by history, maturation, testing, instrumentation, selection, and attrition.

  • A randomized controlled trial gives the strongest causal evidence; a one-group pretest-posttest design is weakest.

  • Effect size quantifies the magnitude of change, independent of statistical significance.

  • Reliability concerns consistency of measurement; validity concerns whether a measure captures the intended construct.

  • Cost-effectiveness analysis expresses results as cost per unit of health outcome, such as cost per life-year gained.

Quick reference

Research

  • Quantitative designs test hypotheses with numbers; qualitative designs explore meaning, experience, and context.

  • Study designs ranked by causal strength: systematic review/meta-analysis, RCT, cohort, case-control, cross-sectional, case report.

  • A null hypothesis states no difference or no association; the alternative hypothesis states the expected relationship.

  • p < 0.05 means the observed result would occur by chance less than 5% of the time if the null hypothesis were true.

  • A type I error rejects a true null hypothesis (false positive); a type II error fails to reject a false null hypothesis (false negative).

  • Statistical power is the probability of detecting a real effect; it increases with sample size and effect size.

  • Informed consent, IRB review, confidentiality, and voluntary participation are core research protections.

  • Evidence hierarchies favor synthesized, controlled evidence over anecdotal or expert opinion alone.

Quick reference

Advocacy

  • Advocacy influences policy, systems, and decision-makers; it differs from education, which informs individuals.

  • Levels of advocacy: self-advocacy, peer advocacy, community advocacy, and legislative or policy advocacy.

  • Media advocacy frames an issue for public and policymaker audiences using news, social media, and earned media.

  • A policy brief states the problem, presents evidence, and recommends a specific, actionable solution.

  • Coalitions and partnerships amplify advocacy capacity through shared resources and constituencies.

  • Grassroots advocacy mobilizes community members; grasstops advocacy engages influential elites.

  • Health educators must distinguish advocacy from lobbying when using public or grant funds.

  • Advocacy evaluation tracks policy change, decision-maker engagement, media coverage, and coalition strength.

Quick reference

Communication

  • Health literacy is the capacity to obtain, process, and understand basic health information to make decisions.

  • Plain language targets roughly a sixth- to eighth-grade reading level and uses short sentences and active voice.

  • The communication channel should match the audience: face-to-face, print, broadcast, digital, or social media.

  • Health belief model constructs relevant to message design: perceived susceptibility, severity, benefits, barriers, and self-efficacy.

  • The diffusion of innovations model classifies adopters as innovators, early adopters, early majority, late majority, and laggards.

  • Cultural competence in communication means adapting language, imagery, and messengers to the audience's culture.

  • Teach-back confirms comprehension by asking the learner to explain the content in their own words.

  • Risk communication principles: be first, be right, be credible, express empathy, promote action, and show respect.

Quick reference

Administration and Management

  • Management functions: planning, organizing, staffing, directing, coordinating, reporting, and budgeting.

  • Span of control is the number of subordinates a manager directly supervises.

  • Line-item, program, and zero-based budgeting are distinct approaches to allocating program funds.

  • A logic model's inputs include staff, funding, facilities, and partners; activities are what the program does.

  • Grant management requires needs statement, objectives, methods, evaluation plan, budget, and timeline alignment.

  • Human resource tasks include job descriptions, recruitment, orientation, supervision, and performance appraisal.

  • Risk management identifies liability, safety, and compliance exposures and sets mitigation steps.

  • Program sustainability planning seeks diversified funding, institutionalized partnerships, and embedded policy support.

Quick reference

Ethics

  • Core ethical principles: autonomy, beneficence, nonmaleficence, justice, and fidelity.

  • Informed consent requires disclosure, comprehension, voluntariness, and competence to decide.

  • Confidentiality protects information from unauthorized disclosure; privacy is the person's control over access.

  • The IRB reviews research involving human subjects for risk, consent, and equitable subject selection.

  • Dual relationships create risk when a professional role overlaps with a personal, financial, or familial role.

  • A conflict of interest exists when personal interest could bias professional judgment; it must be disclosed and managed.

  • The Code of Ethics for the health education profession addresses responsibility to the public, employers, and the profession.

  • Ethical decision-making models identify the problem, gather facts, weigh principles, choose, act, and reflect.

Quick reference

Leadership

  • Leadership styles include transformational, transactional, servant, situational, and laissez-faire.

  • Transformational leadership uses idealized influence, inspirational motivation, intellectual stimulation, and individualized consideration.

  • Situational leadership matches style (directing, coaching, supporting, delegating) to follower readiness.

  • Servant leadership prioritizes follower needs and community benefit over the leader's authority.

  • Emotional intelligence components: self-awareness, self-regulation, motivation, empathy, and social skill.

  • Change management follows stages such as unfreezing, moving, and refreezing, and addresses resistance explicitly.

  • Team development stages: forming, storming, norming, performing, and adjourning.

  • Shared or distributed leadership spreads responsibility across roles rather than concentrating it in one person.

Quick reference

Professionalism

  • Continuing education maintains competence and is often required for certification renewal.

  • Professional certification (such as CHES or MCHES) is a voluntary credential; licensure is a legal requirement.

  • Scope of practice defines the boundaries of what a professional is competent and authorized to do.

  • Credentialing bodies verify education, examination, and continuing education for certification maintenance.

  • Professional associations provide standards, advocacy, networking, and continuing education opportunities.

  • Evidence-based practice integrates best available evidence, professional expertise, and client values and preferences.

  • Reflective practice and supervision support ongoing professional growth and quality improvement.

  • Interprofessional collaboration improves coordination and outcomes across health and education settings.