Planning and preparing the national HES
EHES Training seminar, Rome 11 February 2010
Päivikki Koponen
Keys to achieving the survey's objectives
• High quality planning and management • Ensuring that the survey can be effectively
implemented • in the shortest reasonable time • within the budget • with the highest quality that is affordable and
consistent with aims and purposes.
• All survey plans need to be repeatedly checked against the progress of actions.
Defining purposes and aims for national surveys
• Monitoring and forecasting the population’s health and health determinants
Uses of data• Prevalence of major diseases, risk and protective
factors• Assess health status and its association with
health promotion• Measure change• Predict future health status• Analyse equity• Estimate met and unmet need for health care,
social security benefits and rehabilitation• Develop national standards and reference values• Source for epidemiological studies and health
sciences research.
Implementing EHES standards
• New national HES • Planning and preparation based on EHES
standards
• Synchronizing EHES standards with an existing national HES• Balancing the need to follow national trends
and to ensure European comparability
• Incorporating EHES with an existing HIS• Organizing data collection successfully
1. Survey design:Definition of the
scope and objectives
2. Planning and preparation
3. Pretesting and piloting
4. Final survey design,planning and preparation
5. Fieldwork and data collection
6. Data-file construction, analysis and reporting
Quality assurance
Planning for a new survey
Survey process
Capacity building at national level
• Actions needed to build the national HES• National objectives• Preparation of the national manual• National training seminars• Piloting• Organizing the HES• Data management and analysis• Reporting and dissemination of results
• Involve Stakeholders: NGOs, ministries
Expertise needed• Policy experts
• Use of data for evidence based health policy• Health care professionals and
representatives of other public services• Use of data for planning and evaluating health
services and health promotion activities • Scientists: Epidemiology, statistics, public
health etc.• Use of data for scientific research
• Other key expertise needed: fieldwork logistics and supervision, IT, communication and dissemination etc.
Project leader
Project co-ordinator
Steering Committee
Core group
Topic team 5Fieldwork
teamIT team
Laboratory team
Quality assurance
teamTopic team 4
Topic team 3
Topic team 2
Topic team 1 Survey organization
Perth chart (Critical Path Analysis)
Plan
Manualv1
Questionnairesv1
Consentmaterials
Ethicalapproval
Manualv2
Pilot
RecruitmentTraining
Manual v3
Training
Fieldwork
Questionnairesv2
Aims of piloting
• Show critical issues for standardization• Plan training• Finalise manuals
• Feedback from participants• Motivate participation
• Feedback from fieldworkers• Timing & average duration of examination• Testing the use of equipments, computer
programmes etc.• Avoid unnecessary problems
Risk analysis & management: Potential
risks• Insufficient personnel resources for planning and
preparation• Shortage of fieldwork personnel• Insufficient time between pilot and actual
fieldwork• Problems in collaboration• Low motivation to participate• Violation of personal data protection• Safety risks for staff and participants• Crisis situations• Epidemics• Extreme weather conditions