Community Health  ·  Level 6
Conduct Community Health Services Strategies

Chapter 2: Conduct social mobilization

📚 6 Topics
⚑ What you will be able to do

By the end of this chapter, you will be able to:

  • plan effective training sessions for Community Health Promoters based on their specific learning needs
  • prepare a clear and accurate training needs assessment that reflects the health priorities of the community
  • gather and organize the right training materials that match the training goals and requirements

These skills will help you empower health promoters to make a real difference in improving community health outcomes.

Compiled by: Charles Wanjohi

Community health promoters (CHPs) and Community Health Committees (CHCs) play a critical role in delivering primary health care services and mobilizing communities towards improved health outcomes in Kenya. Effective training of CHPs and CHCs ensures they possess the necessary knowledge, skills, and motivation to perform their duties efficiently. This chapter focuses on the systematic planning and preparation required to conduct successful training sessions for CHPs and CHCs, addressing both foundational and technical aspects tailored to community health contexts.

2.1 Planning Training of CHPs

Planning the training of community health promoters (CHPs) means deciding what they must learn, in what order and how, so that they can do the work the community health unit expects of them. Training is planned around the health priorities of the community and the starting knowledge of the trainees. Community health services in Kenya are delivered through the county health system, so the plan also follows national guidance and the needs reported by the facility that supports the unit. A well-planned training builds the ability of CHPs to give health education, report health events, refer sick people and provide basic care. The content falls into two groups: basic training, which every CHP needs, and technical training, which builds on it with specific health interventions. Delivery of the training itself, the training materials and the needs assessment are covered in their own topics of this chapter.

2.1.1 Basic

Basic training gives every CHP the knowledge and skills that the role rests on. It is designed for new CHPs and for those with little health background, and it focuses on skills needed in every household visit and community meeting, whatever the disease or programme.

Core health knowledge

A CHP needs a simple understanding of how the body works and how common illnesses such as malaria, diarrhoea and respiratory infections show themselves. This knowledge is not meant to make the CHP a clinician. It lets the CHP recognise danger signs early and refer the person to a health facility at the right time.

Ethical conduct and confidentiality

CHPs are taught to respect privacy, to keep what they learn about a household to themselves except where the health team needs it for care, and to treat every person with respect regardless of age, sex, religion, disability or health status. This protects people's rights and keeps the community's trust, without which health work cannot continue.

2.1.1.1 Communication

Communication training prepares the CHP to give health messages, listen to households and build trust. It covers active listening, which means giving the speaker full attention and checking that you understood; respectful dialogue; the use of simple words in the language of the community; and messages that respect local culture. It also covers body language, such as eye contact, a calm voice and an open posture, and how to use pictures and demonstrations. Training methods include role plays of a household visit, practice sessions with a fellow trainee and feedback from the trainer.

Example: a trainee practises explaining to a caregiver why a baby should receive only breast milk for the first six months, then the trainer and fellow trainees comment on the words and the manner used.

2.1.1.2 Leadership

Leadership training prepares CHPs to guide, motivate and work with others in the community health unit and its Community Health Committee (CHC). It covers working in a team, setting an example in health behaviour, making decisions, settling disagreements calmly, sharing out tasks, and being accountable for time and resources. It also covers how to work with community leaders, elders and groups so that health activities have their support. Case scenarios and group tasks are useful methods, because leadership is learnt by practising it.

Example: trainees are given a scenario in which two CHPs disagree about who covers a household, and they discuss how a leader would settle it fairly.

2.1.1.3 Community health and development

This module explains how health and development depend on each other. Illness reduces a family's ability to farm, trade and send children to learn, while poverty, poor water, poor housing and low education increase the risk of illness. Trainees learn that health is shaped by these wider conditions and that communities can act on them together. The module introduces community participation, which means that the community takes part in identifying problems, planning actions and carrying them out, and the principles of primary health care that go with it, such as fair access, working with other sectors and using simple, acceptable methods.

CHPs also learn community mobilisation techniques: how to organise community meetings, how to identify local health problems with the community and how to encourage collective action. They learn to understand the social structure of villages and settlements so that actions are acceptable and can be sustained.

Example: a community that finds many children miss days of learning because of diarrhoea may decide to build latrines and a handwashing point together, a development action that also improves health.

2.1.1.4 Resource Mobilization

Resource mobilisation is the work of finding and organising the people, materials, money, time and skills needed for health activities. A community health unit seldom has everything it needs, so CHPs are trained to identify what is available locally and what must be sought from partners. The module covers the types of resources, the possible sources, how to make a simple request, and how to account for what is received.

  • Community resources: Labour, local materials, a venue, volunteers and contributions from households.
  • Local leaders and groups: Support from elders, village groups and local business people.
  • Government support: Supplies and technical support through the health facility and the county health system.
  • Partners: Non-governmental organisations and other agencies working in the area.
  • Accountability: Receipts, records and feedback to the CHC and the community show that resources were used for the stated purpose, which keeps donors and the community willing to give again.

Example: for a child weighing day, the community provides a shaded venue and volunteers, while the health facility lends weighing scales and tally sheets.

2.1.1.5 Report Writing

Report writing training teaches CHPs to record what they see and do and to pass it on in a clear, short form. Reports are the way the health facility and the community health committee learn what is happening in the unit, so that planning, supply of commodities and disease surveillance are based on facts. CHPs learn to use simple tools such as registers and checklists, to write down information as it happens and to send it to the facility on time.

A simple report states the date, the place, the activity, who took part, what was done, what was found, the challenges and what is recommended. Accuracy, honesty and confidentiality are stressed, and the information collected is used for health work only.

Example: after a household visit round, a CHP records the number of households visited, the number of children referred and the reason, and gives the summary to the community health assistant.

2.1.1.6 Financial Management

Financial management training prepares CHPs and committee members to handle small amounts of money and goods honestly. It covers making a simple budget for an activity, recording every receipt and payment, keeping money safely, and reporting openly to the committee. The purpose is to protect the unit from loss and suspicion.

  • Budgeting: List the activity, the items needed and the expected cost before spending.
  • Record keeping: Write every amount received or paid in a cash book, with a receipt or a signed voucher for each payment.
  • Safe custody: Keep money and goods in a secure place under the control of authorised people.
  • Reporting: Give the committee a regular statement of income, spending and balance.
  • Avoiding misuse: Keep personal and unit money separate and never pay out without approval.

Example of a simple cash book: opening balance Ksh 5,000, plus receipts Ksh 2,000, less payments Ksh 1,500. Closing balance = 5,000 + 2,000 − 1,500 = Ksh 5,500.

2.1.2 Technical

Technical training builds on the basic training by teaching specific health interventions and the tools used to deliver them. It is needed by CHPs who take part in programmes such as nutrition, immunisation, maternal and child health, HIV and malaria control. The detailed health messages for each of these areas are taught in the topic on obtaining health messages in Kenya Essential Packages for Health; the training plan decides which of them each CHP will learn.

Maternal, newborn and child health skills

This module covers the basics of care in pregnancy, danger signs during pregnancy and after birth, newborn care, immunisation schedules and child growth monitoring. CHPs learn to support mothers with breastfeeding advice and to refer women and children with danger signs without delay.

Use of health technologies and tools

CHPs are trained to use simple tools correctly, such as rapid diagnostic tests where their role allows, weighing scales, the mid-upper arm circumference tape and mobile phone applications for reporting. Correct use helps accuracy and saves time.

Emergency preparedness and first aid

CHPs learn to manage minor injuries, give basic first aid and respond to emergencies such as accidents or outbreaks until a health worker takes over. This is especially important where professional care is far away.

Monitoring and evaluation techniques

CHPs learn to check how their work is going, using simple indicators, household surveys and group discussions. The results show what is working and what must change.

2.1.2.1 Nutrition

Nutrition training equips the CHP to promote good feeding and to find children and mothers at risk of malnutrition. It covers the main food groups and how to make a balanced meal from local foods, feeding in pregnancy and while breastfeeding, and infant and young child feeding. The CHP learns that a baby is given only breast milk for the first six months, that other foods are added from six months while breastfeeding continues, and that older children need a varied diet.

CHPs also learn to measure growth, to screen children with a mid-upper arm circumference tape and to recognise swelling of both feet, and to refer any child with signs of severe malnutrition to the health facility. They learn to counsel caregivers kindly, using the foods available in the household.

2.1.2.2 WASH

WASH stands for water, sanitation and hygiene. Training prepares the CHP to promote safe water, proper sanitation and good hygiene practices that prevent diseases such as diarrhoea, cholera and typhoid.

  • Water: Safe sources, treating drinking water by boiling, filtering or using chlorine, and storing it in a clean covered container.
  • Sanitation: The use and care of toilets and latrines, safe disposal of waste, and community approaches that lead households to build and use latrines.
  • Hygiene: Handwashing with soap and water after using the toilet, after cleaning a child, before preparing food, before eating and before feeding a child.
  • Practical demonstration: CHPs learn to demonstrate handwashing and to make a simple handwashing point from local materials.

2.1.2.3 HIV

HIV training prepares the CHP to give accurate information, support testing and care and reduce stigma. It covers how HIV is passed on, which is through unprotected sex, from mother to child during pregnancy, birth or breastfeeding, and through blood contact such as shared needles; and how it is not passed on, which is through ordinary contact such as shaking hands, sharing food or using the same latrine.

CHPs learn the value of confidential, voluntary testing and counselling, the role of condoms and other prevention methods, and how to link people to care. They learn how to encourage people who are on treatment to take it every day as prescribed, to trace people who stop attending, and to reduce stigma in the community. A CHP does not make a clinical diagnosis or start treatment. Where trained and authorised the CHP supports testing, and in every case informs, encourages, refers and follows up.

2.1.2.4 Malaria

Malaria training prepares the CHP to promote prevention and early treatment. Malaria is caused by a parasite passed on by the bite of an infected female Anopheles mosquito. CHPs learn to recognise fever, chills, headache and body aches, and to send anyone with fever for a test at the health facility, or to test them where the CHP has been trained and authorised to do so.

  • Prevention: Sleeping under a treated mosquito net every night, draining stagnant water and clearing bushes around homes, and making sure that indoor spraying where it is offered is accepted by households.
  • Groups needing special attention: Pregnant women and children under five are at greater risk of severe disease and are advised to seek care quickly.
  • Danger signs: Convulsions, unusual sleepiness, repeated vomiting, inability to drink and difficulty breathing mean urgent referral.
  • Treatment: Antimalarial treatment is given according to national guidelines after a positive test, and the CHP supports the patient to finish the full course.
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🔒2.2 Preparing Training needs

Identifying and preparing training needs is a critical step to ensure that the content and approach of CHP training match the actual requirements of the community and the CHPs themselves. In Kenya’s diverse socio-cultural landscape, training needs assessment h…

🔒2.3 Gathering Training Materials

In community health promotion and Community Health Committee (CHC) training in Kenya, assembling appropriate training materials is essential for effective knowledge transfer and skill development. Training materials support learners’ understanding, provide str…

🔒2.4 Conducting Training of Community Health Promoters

Training Community Health Promoters (CHPs) is a fundamental activity that strengthens the frontline delivery of community health services in Kenya. CHPs act as vital links between health facilities and the community, promoting health education, disease prevent…

🔒2.5 Relaying Updates

In community health, timely and accurate communication of updates is critical to ensuring that Community Health Promoters and Community Health Committees (CHCs) remain informed about new policies, disease outbreaks, health campaigns, and changes in service del…

🔒2.6 Obtaining Health Messages in Kenya Essential Packages for Health (KEPH)

The Kenya Essential Package for Health (KEPH) provides a comprehensive framework for delivering health services across all levels of care, from community to tertiary hospitals. For community health promoters and Community Health Committees (CHCs), understandin…

Chapter Summary

This chapter focused on the comprehensive process of carrying out training for Community Health Promoters (CHPs) and Community Health Committees (CHCs). It began with planning the training, covering essential basic skills such as communication, leadership, community health and development, resource mobilization, report writing, and financial management, alongside technical topics including nutrition, WASH, HIV, and malaria. The preparation for training needs was emphasized to ensure relevance and effectiveness. Gathering appropriate training materials like manuals, stationery, flip charts, projectors, and computers was highlighted as crucial for a successful training session. The chapter then detailed the steps involved in conducting training for CHPs, ensuring knowledge transfer and skill development. It further addressed the importance of relaying updates to keep community health workers informed. Lastly, the chapter explored how to obtain health messages from the Kenya Essential Packages for Health, focusing on areas such as nutrition, immunization, food safety and hygiene, family planning, HIV and STIs, deworming, and WASH, forming a solid foundation for community health promotion activities.

Self-Assessment

🔒 PDFDownload this self-assessment, with answers

A. Written Assessment

  1. What are the key components to consider when planning training for Community Health Promoters? (4 marks)
  2. Explain how effective communication enhances leadership during community health training sessions. (3 marks)
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Chapter Examination Questions

🔒 PDFDownload these examination questions, with worked answers

SECTION A (40 Marks) - Answer ALL Questions

  1. Outline five key considerations when planning training for Community Health Promoters in a rural Kenyan setting. (4 marks)
  2. Explain how effective communication enhances the role of Community Health Promoters during training sessions. (4 marks)
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Chapter Practical Activities

Practical 1: Prepare a detailed training session plan for community health promoters

Community Health · Level 6
Conduct Community Health Services Strategies
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Prepare a detailed training session plan for community health promoters covering training objectives, schedule, methods, and materials for a 4-hour session.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Whiteboard markersFoolscap sheets
WhiteboardTraining manual on Community Health Promoters' roles and responsibilities
Whiteboard eraser
Pens
Table
Chairs
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Whiteboard markers2 Pcs per Candidate
2Whiteboard1 Pc per Candidate
3Whiteboard eraser1 Pc per Candidate
4Foolscap sheets6 Pcs per Candidate
5Pens2 Pcs per Candidate
6Chairs6 Pcs per Candidate
7Table1 Pc per Candidate
8Training manual on Community Health Promoters' roles and responsibilities1 Pc per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Preparation and planning of training session
Wore appropriate PPE: lab coat and closed flat shoes
(Award 1 mark each for lab coat and closed flat shoes)
2
Welcomed and created rapport with participants
(Award 1 mark for welcoming, 1 mark for self-introduction)
2
Prepared training session plan with current date, time, and facilitator name
(Award 1 mark each for date, time, facilitator name, and title of training)
4
Formulated clear training objectives covering at least five key learning points for CHPs
(Award 1 mark per correct objective, up to 3 marks)
3
Outlined detailed training schedule including time allocation for each topic
(Award 1 mark each for clear schedule, time slots, and topics)
3
Selected appropriate training methods suitable for adult learners
(Award 1 mark each for at least three training methods mentioned)
3
Prepared relevant training materials and resources
(Award 1 mark each for listing materials, preparing handouts, and arranging logistics)
3
Demonstrated effective communication skills during planning
(Award 1 mark for voice projection, 1 mark for maintaining eye contact)
2
Sub-Total22
PRODUCT CHECKLIST
Training plan includes date, time, facilitator name, and clear objectives
(Award 1 mark each for date, time, facilitator name, and objectives)
4
Training schedule is detailed with time allocations and topics
(Award 1 mark each for schedule completeness, realistic time allocation, and topic relevance)
3
Training methods are appropriate and clearly stated
(Award 1 mark each for at least three appropriate methods clearly explained)
3
Training materials and resources are relevant and adequately prepared
(Award 1 mark each for listing materials, suitability, and preparation status)
3
Overall presentation of the training plan is organized and professional
(Award 1 mark each for neatness, clarity, and logical flow)
3
Sub-Total16
GRAND TOTAL38
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)

Practical 2: Prepare and organize training materials for a community health promotion session

Community Health · Level 6
Conduct Community Health Services Strategies
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Collect, organize and prepare all necessary training materials including training manuals 30cm x 21cm and visual aids for a community health promoters and CHC training session.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
ProjectorTraining manuals
Computer laptopFlip charts
White board markersFoolscap papers
White board eraserChairs
PensTraining tables
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Training manuals1 Pc per Candidate
2Flip charts1 Pc per 3 Candidates
3White board markers2 Pcs per Candidate
4White board eraser1 Pc per 6 Candidates
5Foolscap papers6 Sheets per Candidate
6Pens2 Pcs per Candidate
7Projector1 Pc per Training Room
8Computer laptop1 Pc per Training Room
9Chairs1 Pc per Candidate
10Training tables1 Pc per 4 Candidates
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Preparation of training materials and equipment
Wears appropriate PPE (dust coat, closed shoes)
(Award 1 mark for each correct PPE item worn)
2
Collects all required training manuals and verifies quantity
(Award 2 marks if all manuals are collected and counted correctly, else zero)
2
Gathers flip charts and arranges them properly
(Award 2 marks for correct quantity and neat arrangement)
2
Prepares and tests projector and computer for use
(Award 3 marks if equipment is functional and ready for use)
3
Organizes stationery (markers, pens, eraser) and distributes appropriately
(Award 1 mark for each stationery type collected and organized)
2
Arranges chairs and tables to suit the training session layout
(Award 2 marks for appropriate and neat arrangement)
2
Checks and prepares visual aids (foolscap papers) for training
(Award 2 marks if all papers are ready and neatly arranged)
2
Maintains cleanliness and tidiness of the training area
(Award 1 mark for clean and tidy setup)
1
Demonstrates good communication by welcoming and briefing participants on materials
(Award 2 marks for clear and confident communication)
2
Confirms readiness of all materials before training starts
(Award 2 marks for thorough final check and readiness confirmation)
2
Sub-Total20
PRODUCT CHECKLIST
All training manuals are present and correctly arranged (30cm x 21cm size)
(Award 3 marks if manuals are complete and neatly organized)
3
Flip charts and foolscap papers are arranged and ready for use
(Award 3 marks for neat and accessible arrangement)
3
Projector and computer are set up and functional
(Award 4 marks if equipment works without fault)
4
Stationery (markers, pens, eraser) are organized and sufficient for participants
(Award 3 marks for complete and well-arranged stationery)
3
Training room furniture (chairs and tables) are arranged appropriately
(Award 3 marks if furniture arrangement supports training flow)
3
Training area is clean, tidy and conducive for learning
(Award 2 marks for a clean and well-prepared environment)
2
Sub-Total18
GRAND TOTAL38
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)
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🔒Conduct Communication and Leadership Training for Community Health PromotersPractical 3
🔒Training Delivery on Community Health and Development StrategiesPractical 4
🔒Mobilize Resources for Community Health Initiative CampaignPractical 5
🔒Report Writing for Community Health Training ActivitiesPractical 6
🔒Manage and Document Financial Resources for Community Health TrainingPractical 7
🔒Conduct Practical Training Session on Nutrition Principles and Community Nutrition PromotionPractical 8
🔒Conduct Practical Training on WASH Practices for Community Health PromotersPractical 9
🔒Conduct HIV/AIDS and STI Awareness Training for Community Health CommitteePractical 10
🔒Malaria Prevention and Control Training for Community Health PromotersPractical 11
🔒Integrate KEPH Health Messages into Community Health Promoter TrainingPractical 12
🔒Training on Immunization Schedules, Techniques and Community SensitizationPractical 13
🔒Train Community Health Promoters on Food Production Safety and HygienePractical 14
🔒Conduct Family Planning and Deworming Training for Community Health PromotersPractical 15
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Am I competent?

At the start of this chapter we promised you would be able to:

  • plan effective training sessions for Community Health Promoters based on their specific learning needs
  • prepare a clear and accurate training needs assessment that reflects the health priorities of the community
  • gather and organize the right training materials that match the training goals and requirements

Tick each one you can genuinely do.

So, are you there yet?

You're competent when you can confidently do 50% or more of what this chapter promised.

Sign in to record how you're doing.