Key Informant Interviews

Benefit Offset National Demonstration (BOND) Project

BOND Resource Bank Used for Developing Process Study Interview Guides

Key Informant Interviews

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BOND Implementation and Evaluation

Contract No. SS00-10-60011

Overview of Resource Bank Used for Developing Process Study
Interview Guides
This document includes a resource bank of topic areas and questions that will be used to create semistructured interview guides for the BOND process study. The content covered in this document will serve
three purposes across the seven rounds of site visits: (1) capture, in detail, the structure and process of the
demonstration implementation; (2) assess the fidelity of the demonstration at multiple points in time; and
(3) gather information about the experiences of those implementing and participating in the
demonstration.
At the beginning of each round of visits, the task leader will create the key respondent interview guides
from this bank of topic areas and questions that are relevant to that site visit round and key respondent.
For each round of site visits, we develop an interview guide that is tailored to each respondent (between
6-8 interview guides total per round). For example, from the topic areas in this document, we will create
an interview guide for the site director and staff, SSA regional and field staff, EWICs, and government
agencies, among others. All site visitors will use the same interview guides developed for that site visit
round.
Drawing from a bank of study topics and questions will allow us to capture the detailed nuances of the
implementation while recognizing the dynamic nature of the demonstration. Table F1. shows the main
study topics that will be covered during each round of site visits. Some of the visits will gather the
original information while subsequent visits may gather updates for that topic area. Table F2. identifies
which key respondent may be used to gather information on the different topic areas.
Below we briefly describe the main study topic areas included in this document. Each of these main
topics are broken down into subtopics and questions (see Table F2).


Site Background. Documents the demographic and economic environment prior to and after
the demonstration is implemented.



Current Services Available to SSDI Beneficiaries. Documents the availability and
accessibility of work incentives planning services, employment and training resources, and
other initiatives for individuals with disabilities prior to and after the demonstration is
implemented.



Agencies Involved with Demonstration Planning and Initial Implementation. Documents
the types of agencies involved in the BOND demonstration planning and initial
implementation and the level and nature of their involvement.



Demonstration Site Recruitment, Planning, and Startup. Used to describe how each of the
sites defined operational policies and procedures, identified and selected WIC and EWIC
providers, and rolled out demonstration activities.



Sample Selection, Recruitment, and Enrollment. Describes the process for implementing
Stage 1 and Stage 2 recruitment, demonstration enrollment, and intake and baseline survey
activities.

Abt Associates Inc.

Appendix F. Resource Bank for Developing Key Informant Interview Guides
and Focus Group Moderator’s Interview Guide

F-2

BOND Implementation and Evaluation

Contract No. SS00-10-60011



Development and Structure of the Demonstration. Used to capture a detailed description of
the EWIC and WIC providers including organizational background, administrative and
staffing structure, types and amount of services provided, and service capacity before and
after demonstration implementation.



Demonstration Service Delivery. Provides a detailed description of the service delivery
process for Stage 2 treatment group participants assigned to WIC and EWIC service. Topics
addressed include outreach and recruitment, assessment, income and work incentives
counseling, job readiness activities, case management, job placement, and retention.
Information will be used to compare the level and types of services available to the WIC and
EWIC treatment groups.



Participation Patterns and Experience. Documents Stage 2 WIC and EWIC treatment
groups’ understanding of and experience with the BOND program features and services.



Communication, Coordination, and Interagency Relationships. Aims at capturing
information about the formal contracts and agreements in place to operate the demonstration
as well as the formal and informal communication and coordination between and among
agencies.



Monitoring and Tracking. Documents the systems and processes for monitoring and tracking
the demonstration site offices and Stage 1 and Stage 2 BOND participants.



Assessment of the Demonstration Implementation. Used to describe and assess the quality
and fidelity of the demonstration implementation.



Successes, Challenges, and Lessons Learned. Used to collect information about the
strengths and limitations of the BOND site as well as the key successes, challenges, and
lessons learned in operating the demonstration.

Abt Associates Inc.

Appendix F. Resource Bank for Developing Key Informant Interview Guides
and Focus Group Moderator’s Interview Guide

F-3

BOND Implementation and Evaluation

Table F1.

Contract No. SS00-10-60011

Research Topics by Round of Process Study Site Visit

Round 1: PreImplementation

Round 2: Initial
Implementation

Round 3:
Demonstration
Enrollment #1

Site Background

X

O

O

Current Services Available to
SSDI Beneficiaries

X

O

Round 4:
Demonstration
Enrollment #2

Round 5:
PostEnrollment
#1

Round 6:
PostEnrollment
#2

Round 7:
PostEnrollment #3

O

O

O

O

O

Agencies Involved with
Demonstration Planning and Initial
Implementation

X

O

Demonstration Site Recruitment,
Planning, and Startup

X

O

Sample Selection, Recruitment,
and Enrollment

X

O

O

O

Development and Structure of
Demonstration

X

O

O

O

O

O

Demonstration Service Delivery

X

O

O

O

O

O

X

O

O

O

O

Participation Patterns and
Experience
Communication, Coordination,
and Interagency Relationships

X

O

O

O

O

O

Monitoring and Tracking

X

O

O

O

O

O

Assessment of the Demonstration
Implementation

X

O

O

O

O

O

X

O

O

Successes, Challenges, and
Lessons Learned
Note: “X” indicates initial data collection; “O” indicates will update information

Abt Associates Inc.

Appendix F. Resource Bank for Developing Key Informant Interview Guides
and Focus Group Moderator’s Interview Guide

F-4

BOND Implementation and Evaluation

Table F2.

Contract No. SS00-10-60011

Research Topics by Key Informant Interviews
Site Director
and Staffa

SSA
Regional and
Field Staffb

Description of geographic region/service
area

X

X

Demographic characteristics

X

Characteristics of people with disabilities

X

X

Description of local labor market, in
general and for people with disabilities

X

X

X

X

X

X

X

Barriers to employment for SSDI
beneficiaries

X

X

X

X

X

X

X

I.

II.

EWICsb

WIPAs/
CWICsb

Government
Agenciesc

Disability
Advocates

SITE BACKGROUND

X

CURRENT SERVICES AVAILABLE TO SSDI BENEFICIARIES

Existing services available to SSDI
beneficiaries through the Work
Incentives Planning and Assistance
(WIPA) providers

X

X

X

X

X

Accessibility of WIPA services

X

X

X

X

X

Other initiatives and services for SSDI
beneficiaries

X

X

X

X

X

Successes/Challenges of employment
support initiatives

X

X

X

X

X

III.

BOND
Participants
(Focus Groups)

AGENCIES INVOLVED WITH DEMONSTRATION PLANNING AND INITIAL IMPLEMENTATION

Area Work Incentives Counselors
(AWIC)

X

X

SSA field office functions

X

X

Work Incentive Liaisons (WILs)

X

X

WIPAs

X

State Vocational Rehabilitation Agency
(SVRA) staff

X

Abt Associates Inc.

X
X

Appendix F. Resource Bank for Developing Key Informant Interview Guides
and Focus Group Moderator’s Interview Guide

F-5

BOND Implementation and Evaluation

Contract No. SS00-10-60011

Site Director
and Staffa

SSA
Regional and
Field Staffb

EWICsb

WIPAs/
CWICsb

Government
Agenciesc

Centers for Independent Living (CIL)
staff

X

X

One-Stop Career Centers (OSCC) and
Disability Program Navigators (DPNs)

X

X

Local disability advocates

X

Other agencies

X

IV.

Disability
Advocates

BOND
Participants
(Focus Groups)

X

DEMONSTRATION SITE RECRUITMENT, PLANNING, AND STARTUP

A. OVERVIEW OF PLANNING PROCESS
Agencies/individuals involved with
planning process

X

X

X

X

X

Pre-implementation activities

X

X

X

X

X

Designing operational policies and
procedures

X

X

X

X

X

Establishing challenges of
communication and coordination across
agencies

X

X

X

X

X

Technical assistance activities

X

X

X

X

B. ENHANCED WORK INCENTIVES COUNSELING (EWIC) PROVIDER PLANNING
Identifying and recruiting EWIC providers

X

X

Required staffing or organizational
changes

X

X

Planned roles and responsibilities

X

X

C. REGULAR WORK INCENTIVES COUNSELING (WIC) PROVIDER PLANNING
Identifying and recruiting WIC providers

X

X

Required organization or staffing
changes

X

X

Planned roles and responsibilities

X

X

D. ASSESSMENT OF PLANNING AND INITIAL IMPLEMENTATION PERIOD
Experience with initial planning

Abt Associates Inc.

X

X

Appendix F. Resource Bank for Developing Key Informant Interview Guides
and Focus Group Moderator’s Interview Guide

F-6

BOND Implementation and Evaluation

Contract No. SS00-10-60011

Site Director
and Staffa

SSA
Regional and
Field Staffb

Startup successes/challenges

X

X

Lessons learned

X

X

V.

Government
Agenciesc

Disability
Advocates

BOND
Participants
(Focus Groups)

SAMPLE SELECTION, RECRUITMENT, INTAKE

Demonstration outreach and intake
(Stage 1)

X

X

Concurrent beneficiaries (Stage 1)

X

X

Demonstration outreach and recruitment
(Stage 2)

X

X

Intake and baseline survey (Stage 2)

X

X

Recruitment success rate (Stage 2)

X

X

VI.

EWICsb

WIPAs/
CWICsb

X

DEVELOPMENT AND STRUCTURE OF DEMONSTRATION

Demonstration lead

X

Date of demonstration implementation

X

A. DESCRIPTION OF EWIC PROVIDER
Description of EWIC provider

X

X

Administrative and staffing structure

X

X

Types and amount of services provided

X

X

EWIC provider service capacity before
and after demonstration implementation

X

X

B.

DESCRIPTION OF WIC PROVIDER

Description of WIC provider

X

X

Administrative and staffing structure

X

X

Types and amount of services provided

X

X

WIC provider service capacity before and
after demonstration implementation

X

X

VII.

DEMONSTRATION SERVICE DELIVERY

A. DESCRIPTION OF EWIC SERVICE DELIVERY
Outreach and recruitment efforts

Abt Associates Inc.

X

Appendix F. Resource Bank for Developing Key Informant Interview Guides
and Focus Group Moderator’s Interview Guide

X

F-7

BOND Implementation and Evaluation

Contract No. SS00-10-60011

Site Director
and Staffa

SSA
Regional and
Field Staffb

EWICsb

WIPAs/
CWICsb

Government
Agenciesc

Disability
Advocates

BOND
Participants
(Focus Groups)

Initial and ongoing assessments

X

X

Process for creating and revising the
Work Incentive Plan (WIP)

X

X

Description of work incentives counseling

X

X

Linking demonstration participants to
outside providers

X

X

In-house job readiness/job placement
services

X

X

Availability and types of work supports

X

X

Job retention services

X

X

Process for monitoring earnings

X

X

Other activities

X

X

Use of EWIC services

X

X

X

B. DESCRIPTION OF WIC SERVICE DELIVERY
Process for accessing services

X

X

Income and work incentives counseling

X

X

Information and referral to employment
services

X

X

Process for monitoring earnings

X

X

Other activities

X

X

Comparison of WIC services pre- and
post-demonstration

X

X

Use of WIC services

X

X

X

C. PROCESS FOR ADJUSTING BENEFITS
Responsibility for adjusting SSDI benefits

X

X

Process for adjusting benefits

X

X

Successes/Challenges

X

X

Abt Associates Inc.

Appendix F. Resource Bank for Developing Key Informant Interview Guides
and Focus Group Moderator’s Interview Guide

F-8

BOND Implementation and Evaluation

Contract No. SS00-10-60011

Site Director
and Staffa
VIII.

SSA
Regional and
Field Staffb

BOND
Participants
(Focus Groups)

EWICsb

WIPAs/
CWICsb

X

X

X

X

X

Government
Agenciesc

Disability
Advocates

PARTICIPATION PATTERNS AND EXPERIENCE

Understanding of $1 for $2 benefits
structure
Understanding of WIC services
Understanding of EWIC services

X

Understanding of other program features

X

X

X

Treatment group members’ opinions and
assessment of BOND features

X

X

X

IX.

X

COMMUNICATION, COORDINATION, AND INTERAGENCY RELATIONSHIPS

Interagency relationships

X

X

X

X

X

Contracts and formal agreements

X

X

X

X

X

Communication and service coordination
between agencies

X

X

X

X

X

Perceptions of partner agencies about
BOND

X

X

X

X

X

Systems used for tracking treatment
group’s progress

X

X

X

Monitoring and tracking process

X

X

X

Consistency and quality of monitoring
and tracking

X

X

X

X

X

X.

XI.

MONITORING AND TRACKING

ASSESSMENT OF THE DEMONSTRATION IMPLEMENTATION

Preventing contamination or
crossovers/integrity of random
assignment

X

Differences in the quality, quantity, and
mix of services offered to treatment and
control groups

X

X

X

X

Comparison of enhanced and regular
work incentives counseling

X

X

X

X

Abt Associates Inc.

Appendix F. Resource Bank for Developing Key Informant Interview Guides
and Focus Group Moderator’s Interview Guide

F-9

BOND Implementation and Evaluation

Site Director
and Staffa

SSA
Regional and
Field Staffb

EWICsb

WIPAs/
CWICsb

Fidelity of implementation

X

X

X

X

Extent to which expectations matched
actual outcomes

X

X

X

X

Experience with BOND implementation

X

X

X

Implementation strengths/challenges

X

X

Lessons learned with the implementation
of BOND

X

XII.

a

Contract No. SS00-10-60011

Government
Agenciesc

Disability
Advocates

X

X

X

X

X

X

X

X

X

X

X

X

BOND
Participants
(Focus Groups)

SUCCESSES, CHALLENGES, AND LESSONS LEARNED

Site strengths/limitations

X

X

X

X

X

X

X

Advantages of benefit offset

X

X

X

X

X

X

X

Strengths/Challenges of EWIC services

X

X

X

X

X

X

X

Unexpected consequences of the
demonstration

X

X

X

X

X

X

Promising practices

X

X

X

X

X

X

Each demonstration site includes the follow: Site director, outreach and recruitment specialist, BOND specialist, and mobile BOND specialist.

b

SSA (Social Security Administration); EWICs (Enhanced Work Incentives Counseling); WIPAs (Work Incentives Planning and Assistance); CWICs (Community
Work Incentive Coordinators)

c

Government agencies may include State Vocational Rehabilitation Agencies, Centers for Independent Living, and One-Stop Career Centers.

Abt Associates Inc.

Appendix F. Resource Bank for Developing Key Informant Interview Guides
and Focus Group Moderator’s Interview Guide

F-10


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