Friday, January 18, 2019

Welphi for the selection, or identification, of criteria and indicators – 1st step in the process of an index creation


The selection, or identification, of criteria and indicators is the first step in any process of creation of an index or any evaluation of options. The Delphi method, as a participatory process to accomplish the task of selecting, or identifying, criteria and indicators has proven to increase the validity and acceptance of the project’s results independently of its area of application, as both criteria and indicators are key structuring components for projects. Selecting, or identifying, criteria and indicators benefits form a multidisciplinary sphere often including the involvement of multiple stakeholders like decision makers, experts and ultimately the population affected by future decisions. The engagement of all these actors in the process increases outcomes’ chances of being deemed more credible, scientific, commonly understood and technically useful. Is has been established that Delphi enables the involvement of all the actors in an iterative and anonymous way, towards a shared understanding undoing all social pressures to conform. However, its characteristics of successive interrogation and questioning format make it a highly resource and time consuming technique to employ. Not anymore with Welphi’s web-based environment and automation features enabling for the development of Delphi processes in an easy way.

Let us resort to our latest introduced Welphi case study – The Euro-Healthy project – to broadly explain how Welphi was used for the selection of indicators to build a population health index.

In the scope of the Euro-Healthy project, Welphi processes were developed, comprising a total of three rounds, to involve a multidisciplinary panel and to establish their views on the relevance of the identified indicators, with specific rules, resulting to Welphi’s rule building features, in place for dealing with differences in opinion and for measuring the level of agreement1.

|Aim: to apply a participatory process to inform the selection of a set of indicators considered relevant combining scientific evidence and the points of view of experts and stakeholders.

|Objects of study: 130 indicators, previously identified through literature review.

|Panel: 51 experts and 30 stakeholders from different countries, with applicable knowledge in a variety of domains and a keen level of interest in the field of European population health.

|1st round: Panelists were required to indicate their level of agreement or disagreement with the following statement

“This indicator is relevant to the evaluation of Europe’s population health”

Panelists must choose one of the 5 following options, belonging to a 5-level Likert scale: “Strongly disagree”, “Disagree”, “Neither agree nor disagree”, “Agree” and “Strongly Agree”.

|2nd and 3rd rounds: The extracted results of the 1st round were presented at the beginning of the 2nd round, allowing panelists to maintain or revise their answers.  At the beginning of the 3rd round, panelists received again information synthesizing the answers of the panel after the 2nd round. Accordingly, these had the opportunity to maintain or revise their answers.

|Results: The group opinion (aggregate of individual opinions) was defined by calculating the percentage of responses given in each Likert item, for each indicator. The group agreement for indicator approval was determined by absolute majority (agreement above 50% and disagreement below 33.3%) and qualified majority (agreement above 75%)1.

Check out our support page (http://support.welphi.com/video-tutorials/) and watch our video tutorials to help setup your Welphi process today for selecting, or identifying, your project’s structuring components, whichever your framework might be! Start your free trial today to find our Welphi process “Demo – Selection of indicators for health index”, based in the Welphi case-study – Euro-Healthy.

1 A. Freitas and P. Santana “The selection of indicators to evaluate European population health”, http://www.euro-healthy.eu/documents/indicator-selection.



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