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U.S. Department of Health and Human Services


Effective TB Interviewing for Contact Investigation: Facilitator Led Training Guide


1. Introduction

Purpose of this Course

The Effective Tuberculosis (TB) Interviewing Course is an interactive, skill-building program. It is designed to improve the knowledge and proficiency of both new and experienced staff. These staff have the responsibility for interviewing TB patients and TB suspects as part of contact and outbreak investigations, as well as patients who are part of source case investigations. While these healthcare workers may have other distinct responsibilities in TB control, this training course will concentrate on just one of those important aspects, the TB interview.

Course Facilitators

Appropriate facilitators for this course include state or local level supervisory TB or other qualified health department personnel. These individuals should have experience in TB interviewing and group facilitation.

Course Materials

In addition to Effective TB Interviewing for Contact Investigation: Facilitator-Led Training Guide, this course utilizes two other resources: the Effective TB Interviewing for Contact Investigation: Self-Study Modules, and the Effective TB Interviewing for Contact Investigation Videotape.

This Facilitator’s Guide provides the information and material you will need to teach the course. The most effective way to learn interview techniques is to practice them. Therefore, the course activities are practice-based and not lecture-oriented. We have included most of the needed instructional items. However, where indicated, modifications will need to be made to account for local standards of practice, staffing patterns, job descriptions and responsibilities, and regulations. Adjustments can also be made to this course based on time available and number of participants being trained.

Since this is a one-day course, reading the Effective TB Interviewing for Contact Investigation: Self-Study Modules is a prerequisite for the participants. These modules should be ordered from CDC and distributed to the course participants prior to the course. This prerequisite will provide important background information, while the course will build on this knowledge to help develop interviewing skills.

The Effective TB Interviewing for Contact Investigation Videotape provides modeled patient-interviewer interactions with teaching points about communication skills. It can also be ordered from CDC and used in conjunction with the course activities.


This Facilitator’s Guide contains the following sections:

  1. Introduction
  2. Objectives of the Facilitator-Led Training Guide
  3. Adult Learning Principles
  4. Facilitator Qualities
  5. Course Planning
  6. Course Design
  7. Pre-Course Arrangements
  8. Group Facilitation and Training Delivery
  9. Evaluation
  10. Course Activities
  11. Acknowledgments
  12. Resource List

Prior to conducting the course, you should review each section in order to become familiar with all of the course’s components. You may refer back to any section as necessary. You should also become familiar with the Effective TB Interviewing for Contact Investigation: Self-Study Modules. This will ensure that you can answer participant questions and refer to sections with ease throughout the training.

Effective Training

The most effective training requires knowledgeable, skilled, organized, and enthusiastic facilitators. By taking the initiative to provide this training, you are ensuring that a high standard for TB interviewing is being set and maintained.


Released October 2008
Centers for Disease Control and Prevention
National Center for HIV/AIDS, Viral Hepatitis, STD, and TB Prevention
Division of Tuberculosis Elimination -

Please send comments/suggestions/requests to:, or to
CDC/Division of Tuberculosis Elimination
Communications, Education, and Behavioral Studies Branch
1600 Clifton Rd., NE - Mailstop E-10, Atlanta, GA 30333