Program Planning Hub

How To Guide: AD Project Planning Inventory

I. Building a Program

Adaptable detailer job descriptions, reference guides, and webinars.

II. Gaining Access

Sample letters, fax templates, and flyers from detailing programs.

III. Detailing Materials

Clinician and patient-facing resources as well as sample detailing aids.

IV. Tracking & Evaluation

Adaptable resources on tracking data and visits.

I. BUILDING A PROGRAM: RECRUITING DETAILERS

Guide: Recruiting and Retaining the Best Detailers: NaRCAD's Quick Reference Guide | NaRCAD
Guide: Building the Team You Want: How to Attract the Detailers You Need on Your Team | NaRCAD
Adaptable Resource: Job Description to Hire an Academic Detailer | adapted by NaRCAD with permission from Alosa Health
Adaptable Resource: Public Health Detailer Job Description | adapted by NaRCAD with permission from the Colorado Department of Public Health & Environment and the Michigan Public Health Institute
Webinar (1 hour) Best Practices in Detailer Recruitment | NaRCAD

Recruiting and Retaining the Best Detailers: NaRCAD's Quick Reference Guide
NaRCAD

II. GAINING ACCESS: RESOURCES FOR GETTING IN THE DOOR

Gaining Access Overview:

Blog Article: AD-vice: Getting the 1:1 Visit | NaRCAD
Video (17 minutes): The First Step: Getting Your Foot in the Door | NaRCAD

Introducing Your Program:

Adaptable Resource: Introducing Your Campaign: Adaptable Community Letter | NaRCAD
Letter: Detailing Intro Letter Example | Oregon AIDS Education and Training Center
Flyer: Opioid Academic Detailing Flyer Example | Mountain Area Health Education Center
Flyer: DISH-AZ Program Flyer | DISH-AZ

Scheduling:

Adaptable Resource: Calling Script: Scheduling Detailing Visits | Colorado Department of Public Health & Environment
Fax: Scheduling a Visit: Fax Template | RxFiles Academic Detailing
Scheduling Resource: Schedule Your Check-In Example | Oregon AIDS Education and Training Center

Additional Visibility:

Video (2 minutes): Academic Detailing Commercial | Center for Health Innovation

Schedule Your Check-In
Oregon AIDS Education
and Training Center

Academic Detailing Flyer
Mountain Area Health Education Center

Academic Detailing Commercial
UPDATE New Mexico

III. DETAILING MATERIALS: EXAMPLES OF DETAILING AIDS, KEY MESSAGES, & POCKET CARDS

NaRCAD Guides & Training Tools:

Guide: Building an Impactful Detailing Aid: NaRCAD's How-to Guide | NaRCAD
Guide: How-to Guide: Field Testing Key Messages | NaRCAD
Template: 4-Page Editable Detailing Aid Outline | NaRCAD
Guide: Making Compelling Visuals: Engaging Clinicians with More Than Words | NaRCAD
Guide: Applying Motivational Interviewing Techniques for AD Visits | NaRCAD
Scripting Tool: Key Phrases: Wording for Detailers to Use in 1:1 Visits with Clinicians | NaRCAD
Training Detailing Aid: Reducing Stigma, Saving Lives: How Clinicians Can Help Patients Who Use Substances | NaRCAD
Training Detailing Aid: Older Adult Falls Prevention and Management | NaRCAD
Training Detailing Aid: Improving Patient Safety and Reducing Opioid Overdoses | NaRCAD
Sample Detailing Aid: Preventing HIV by Prescribing PrEP | NaRCAD
Video (35 minutes): Valuing Patient Voices: Shaping Messages Through Lived Experience | NaRCAD

Sample Detailing Aids:

Detailing Aid: Prescribing Naloxone to Patients Who Use Opioids | San Francisco Department of Public Health
Detailing Aid: PrEP Detailing Aid | San Francisco Department of Public Health
Detailing Aid: Rapid ART Detailing Aid | San Francisco Department of Public Health
Detailing Aid: Building Resilience After Adverse Childhood Experiences: A Guide for Adult Primary Care Clinicians | Alosa Health & NaRCAD
Detailing Aid: Shift the Lens: Integrating Positive and Adverse Childhood Experiences into Pediatric Care | Alosa Health & NaRCAD
Detailing Aid: Tobacco Treatment for People with Serious Mental Illness | NaRCAD & Massachusetts Mental Health Center
Detailing Aid: Prescribing Preventative Therapy for TB Contacts (English) | NaRCAD
Detailing Aid: Prescribing Preventative Therapy for TB Contacts (Spanish) | NaRCAD

Brochures, 1-Pagers, & Pocket Cards:

Brochure: Naloxone Brochure | Florida Department of Health in Broward County
Pocket Card: Oral PrEP Pocket Card | San Francisco Department of Public Health
Pocket Card: Injectable PrEP Pocket Card | San Francisco Department of Public Health
1-Pager: PrEP Basics | San Francisco Department of Public Health
Resource: Your Health Matters: How Criminal Justice Involvement May Affect Your Health | NYC Department of Health and Mental Hygiene
Resource: HIV Testing Palm Card | NYC Department of Health and Mental Hygiene
Resource: PrEP: Provider FAQ Sheet | AccessMatters
Resource: PrEP Pre-prescription Triage Sheet | AccessMatters
Pocket Card: Taking a Comprehensive Sexual Health History: The 5 P's Pocket Card | AccessMatters

Clinical Modules and Detailing Toolkits Examples:

Modules: Clinical Modules & Corresponding Detail Aids | Alosa Health
Action Kits: Public Health Detailing Action Kits | NYC Department of Health and Mental Hygiene

Watch a model detailing session using key messages for medications for opioid use disorder by NaRCAD.

IV. TRACKING & EVALUATION: MATERIALS & EXAMPLES

Check out our Evaluation Toolkit for additional resources.

Guides:

Guide: Overdose Prevention Evaluation Profile for Academic Detailing | CDC
Guide: Evaluating Your AD Program Reference Guide | NaRCAD

Tracking Forms:

Pre- and Post-Visit Tracking Sheet: AD Tracking Form | NaRCAD
Form: Overall Tracking List Sheet & Detailing Visit Targets | NaRCAD
Survey: Post-Detailing Session Evaluation Form | NaRCAD
Survey: Virtual Pre-Visit Google Form Survey | Mountain Area Health Education Center
Survey: Provider HIV Prevention Pre-Survey & Post-Survey | Colorado Department of Public Health & Environment

Evaluation Reports:

AD Outreach Summary: Evaluation Summary Report | Idaho Department of Health and Welfare
Snapshots: New Hampshire Public Health Network Snapshots | Harm Reduction Technical Assistance Project

Presentations & DETAILS Blogs:

Blog Article: The Complete Package: Translating Detailing Efforts into Measurable Outcomes Blog on Prioritizing Evaluation: Kristefer Stojanovski, MPH, PhD Candidate, San Francisco Department of Public Health
Webinar (1 hour and 15 minutes): Strategic Data Collection and Tracking: Best Practices for Program Sustainability | NaRCAD
Webinar (1 hour and 13 minutes): Measuring Impact for Sustainable Programming: The Importance of Evaluation | NaRCAD
Workshop Presentation Deck: Pragmatic Program Evaluation | Niteesh Choudhry, MD, PhD & Melissa Christopher, PharmD
Presentation (~15 minutes): Lessons Learned from Evaluating Sexual Health Detailing Efforts (presentation begins at 2 hours and 16 minutes) | Kristefer Stojanovski, MPH, PhD Candidate

Overdose Prevention Evaluation Profile for Academic Detailing
Center for Disease Control and Prevention

HRETA Regional Snapshot Booklet
Harm Reduction Education and Technical Assistance for
New Hampshire

Check out our topic-specific toolkits:

Looking for more resources?

Contact us to request materials support: