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Intervention Mapping: A Process for Developing Theory and Evidence-Based Health Education Programs
Abstract
The practice of health education involves three major program-planning activities: needs assessment, program development, and evaluation. Over the past 20 years, significant enhancements have been made to the conceptual base and practice of health education. Models that outline explicit procedures and detailed conceptualization of community assessment and evaluation have been developed. Other advancements include the application of theory to health education and promotion program development and implementation. However, there remains a need for more explicit specification of the processes by which one uses theory and empirical findings to develop interventions. This article presents the origins, purpose, and description of Intervention Mapping, a framework for health education intervention development. Intervention Mapping is composed of five steps: (1) creating a matrix of proximal program objectives, (2) selecting theory-based intervention methods and practical strategies, (3) designing and organizing a program, (4) specifying adoption and implementation plans, and (5) generating program evaluation plans.
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“Two studies adopted the intervention mapping framework [41] developed by Bartholomew and colleagues in 1998 [42, 43]”
From Optimisation of complex health interventions prior to a randomised controlled trial: a scoping review of strategies used (2016) · cites this paper as [41]
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“A ca d em ic L it er at u re 1 Evaluation of Health Education (102) Evaluation of Healthy Community Initiatives (103) Health Workers Guide (104) Realistic Evaluation (20) Utilization-Focused Evaluation (66) Framework for Outcome Assessment (105) Intervention Mapping (47, 67) MMIPP (101) PRECEDE-PROCEED (46, 51) Stages…”
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“A leading example in the health sphere is intervention mapping (IM; Bartholomew et al., 1998), which sets out a five-stage process for intervention development, running from setting objectives through to generating evaluation plans.”
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BackgroundNational Standards for Diabetes Self-Management Education
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Cabassa, L. J., Druss, B., Wang, Y., & Lewis-Fernández, R. (2011) · Implementation Science · doi:10.1186/1748-5908-6-80 · Cited by 50
“The six steps of IM that inform intervention modifications are [1] problem analysis, [2] review of intervention objectives and theoretical foundations, [3] modification of intervention methods and strategies, [4] development of a revised intervention, [5] development of an implementation plan, and [6] evaluation [42].”
BackgroundMethodInfluentialActive Patient Participation in the Development of an Online Intervention
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“The IM framework systematically guides the planning and decision-making process in health promoting programs [19].”
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Changing Behavior Using Ecological Models
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Lamort‐Bouché, M., Sarnin, P., Kok, G., Rouat, S., Péron, J., Letrilliart, L., & Fassier, J. (2017) · Psycho-Oncology · doi:10.1002/pon.4611 · Cited by 49
“9 The Intervention Mapping (IM) protocol in health promotion programme planning was developed 10,11 in the 1990s.”
BackgroundSelf-citationMielke, J., Leppla, L., Valenta, S., Zullig, L. L., Zúñiga, F., Staudacher, S., Teynor, A., & Geest, S. D. (2022) · Implementation Science Communications · doi:10.1186/s43058-022-00354-7 · Cited by 50
“Another guidance focusing on both intervention development and implementation strategies is Bartholomew, Parcel, and Kok’s “Intervention Mapping”—a five-step process, the foundation of which is a contextual analysis [115].”
BackgroundWheeler, A., Fowler, J., & Hattingh, L. (2013) · Journal of Continuing Education in the Health Professions · doi:10.1002/chp.21198 · Cited by 48
Setting our minds to implementation
Verhagen, E. A. L. M., & Finch, C. F. (2011) · British Journal of Sports Medicine · doi:10.1136/bjsports-2011-090485 · Cited by 48
Chen, H. T. (2016) · Evaluation and Program Planning · doi:10.1016/j.evalprogplan.2016.05.012 · Cited by 48
Eisenmann, J. C. (2017) · Translational Journal of the American College of Sports Medicine · doi:10.1249/tjx.0000000000000032 · Cited by 48
“(4), 2) diffusion of innovations theory to guide the planning of intervention strategies (22), and 3) the reach, effectiveness, adoption, implementation, and maintenance framework for program evaluation and program design (14).”
BackgroundSchmid, A. A., Andersen, J., Kent, T., Williams, L. S., & Damush, T. M. (2010) · Implementation Science · doi:10.1186/1748-5908-5-97 · Cited by 46
“Step one of IM is to develop proximal program objectives, illustrated in a matrix of cells that include the intersection of behavioral or environmental proximal performance objectives (rows of table) with specified determinants (columns of table) (tables found in Additional File 1 Step 1) [2].”
BackgroundMethodInfluentialHanisch, S., Birner, U., Oberhauser, C., Nowak, D., & Sabariego, C. (2017) · JMIR Mental Health · doi:10.2196/mental.7600 · Cited by 47
“In developing LMHP, we followed a systematic approach similar to intervention mapping [29] for designing theory-and evidence-based health promotion programs.”
MethodIngadóttir, B., Blöndal, K., Thue, D., Zoëga, S., Thylén, I., & Jaarsma, T. (2017) · JMIR Serious Games · doi:10.2196/games.6894 · Cited by 46
“…3 principles of the Intervention Mapping protocol (proximal program objectives, theoretical methods, and practical strategies, and design program) [34], and we intend to use principles 4 and 5 (adoption and implementation) in future work to prepare interventions in the real-life situation of the…”
MethodJohnson, B. J., Zarnowiecki, D. M., Hendrie, G. A., Mauch, C. E., & Golley, R. K. (2018) · Obesity Reviews · doi:10.1111/obr.12702 · Cited by 46
“The UK Medical Research Council has produced guidelines to support the design of complex behaviour change interventions (18), with complementary frameworks, such as RE-AIM (19), Intervention Mapping (20) and Behaviour Change Wheel (21), suggested to support the design of evidence-based and theoretically underpinned in…”
MethodDack, C., Ross, J., Stevenson, F. A., Pal, K., Gubert, E., Michie, S., Yardley, L., Barnard, M., May, C. R., Farmer, A. A., et al. (2019) · Internet Interventions · doi:10.1016/j.invent.2019.100241 · Cited by 53
“…regular emails and/or Informa!on on where and when to take medicine; side effects of medicines; any changes to lifestyle; and what the medicine does (Berry et al. 1995; Busson & Dunn, 1986; Weinman, 1990) ( continued on next page ) (Carver & Scheier 1982; Michie et al. 2009; Michie et al. 2012)…”
BackgroundAaby, A., Simonsen, C. B., Ryom, K., & Maindal, H. T. (2020) · International Journal of Environmental Research and Public Health · doi:10.3390/ijerph17031015 · Cited by 48
“Intervention Mapping (IM) is a stepwise process originally designed to identify, develop, implement, and evaluate health education programs [8].”
BackgroundBull, E. R., Hart, J., Swift, J., Baxter, K., McLauchlan, N., Joseph, S., & Byrne-Davis, L. M. T. (2019) · BMC Health Services Research · doi:10.1186/s12913-019-3885-8 · Cited by 47
Preventing obesity in infants: the Growing healthy feasibility trial protocol
Denney‐Wilson, E., Laws, R., Russell, C. G., Ong, K.-L., Taki, S., Elliot, R., Azadi, L., Lymer, S. J., Taylor, R. W., Lynch, J. W., et al. (2015) · BMJ Open · doi:10.1136/bmjopen-2015-009258 · Cited by 46
Intervention fidelity: Developing an experience-based model for rehabilitation research
Poltawski, L., Norris, M., & Dean, S. G. (2014) · Journal of Rehabilitation Medicine · doi:10.2340/16501977-1848 · Cited by 46
Corbie-Smith, G. M., Akers, A. Y., Blumenthal, C., Wynn, M. R., Muhammad, M., & Stith, D. (2010) · AIDS Education and Prevention · doi:10.1521/aeap.2010.22.3.184 · Cited by 46
“This comprehensive approach gave us collective confidence that the interventions we developed would be based on a thorough understanding of the needs of the target population and would build on existing community capacity to ensure sustainability (Bartholomew et al., 2002; Green & Kreuter, 1999).”
BackgroundMethodInfluentialA systematic review of interventions to promote work participation in older workers
Steenstra, I. A., Cullen, K. L., Irvin, E., Eerd, D. V., Alavinia, M., Beaton, D., Geary, J., Gignac, M. A. M., Gross, D. P., Mahood, Q., et al. (2016) · Journal of Safety Research · doi:10.1016/j.jsr.2016.12.004 · Cited by 45
Zuidema, R., van Dulmen, S., der Sanden, M. W. G. N., Meek, I., van den Ende, C. H. M., Fransen, J., & van Gaal, B. G. I. (2018) · Journal of Medical Internet Research · doi:10.2196/12463 · Cited by 49
“The theory of planned behavior was used as the underlying theory and essential behavioral change techniques were applied to induce behavioral change formulated as performance objectives, selected according to the IM steps [21,25,26].”
MethodSucala, M. L., Ezeanochie, N., Cole-Lewis, H. J., & Turgiss, J. L. (2019) · Translational Behavioral Medicine · doi:10.1093/tbm/ibz109 · Cited by 49
“Are all these behavior change techniques necessary? Are they necessary for every user and/or under any circumstances? To facilitate the process of answering some of these questions, approaches such as intervention mapping (IM) have been proposed [33].”
BackgroundChanging Behavior Using Self-Determination Theory
Hagger, M. S., Hankonen, N. E., Chatzisarantis, N. L. D., & Ryan, R. M. (2020) · Cambridge University Press eBooks · doi:10.1017/9781108677318.008 · Cited by 67
Collard, D. C. M., Chinapaw, M. J. M., van Mechelen, W., & Verhagen, E. A. L. M. (2009) · Sports Medicine · doi:10.2165/11317880-000000000-00000 · Cited by 45
Worksite health interventions: Targets for change and strategies for attaining them.
Heaney, C. A. (2003) · American Psychological Association eBooks · doi:10.1037/10474-015 · Cited by 45
Zwerver, F., Schellart, A. J., Anema, J. R., Rammeloo, K. C., & van der Beek, A. J. (2011) · BMC Public Health · doi:10.1186/1471-2458-11-9 · Cited by 44
“IM, developed in the nineties by Bartholomew et al. [15, 21 ], is a planning instrument that maps out the development process of an intervention from the basic needs to the potential solution.”
BackgroundFassier, J., Lamort‐Bouché, M., Broc, G., et al. (2018) · Frontiers in Public Health · doi:10.3389/fpubh.2018.00035 · Cited by 43
“The intervention mapping (IM) protocol has been used for 15 years in different countries to develop, implement, and evaluate interventions in the field of health promotion (20, 21).”
MethodMeade, L. B., Bearne, L., & Godfrey, E. L. (2019) · Disability and Rehabilitation · doi:10.1080/09638288.2019.1629700 · Cited by 43
Boudreau, F., & Godin, G. (2009) · International Journal of Behavioral Nutrition and Physical Activity · doi:10.1186/1479-5868-6-35 · Cited by 44
Metadata
- Authors
- Bartholomew, L. K., Parcel, G. S., & Kok, G.
- Affiliations
- The University of Texas Health Science Center at Houston (US)
- Maastricht University (NL)
- Corresponding author
- Bartholomew, L. Kay
- Venue
- Health Education & Behavior
- Publisher
- SAGE Publications
- Published
- 1998-10
- Volume
- 25
- Issue
- 5
- Pages
- 545-563
- ISSN
- 1090-1981 (ISSN-L)
- 1552-6127
- OpenAlex
- W1986321933
- Cited by
- 1,102
- References
- 59
- Citations by year
- 2026: 52 · 2025: 87 · 2024: 67 · 2023: 59 · 2022: 67 · 2021: 78 · 2020: 113 · 2019: 57 · 2018: 69 · 2017: 55 · 2016: 48 · 2015: 46 · 2014: 45 · 2013: 41 · 2012: 25
- FWCI
- 25.57
- Type
- journal article
- Language
- en
- Open access
- closed
- Locations
- Health Education & Behavior (publishedVersion)
- PubMed (publishedVersion)
- Topics
- Health Sciences › Medicine › Public Health, Environmental and Occupational Health › Public Health Policies and Education
- Social Sciences › Psychology › Applied Psychology › Behavioral Health and Interventions
- Health Sciences › Health Professions › General Health Professions › Health Policy Implementation Science
- Keywords
- intervention mapping, health education program development, theory-based intervention design, program planning, needs assessment, program evaluation planning, health promotion
- MeSH terms
- Decision Support Techniques, Forecasting, Health Education, Health Plan Implementation, Health Planning Guidelines, Humans
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