Assessment Planning and Development Checklist
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| Secure buy-in and commitment to develop plan from people in authority within your organization and among community stakeholders. | ||||
| Form preparation team to identify goals and first steps. | ||||
| Create structure for planning process. | ||||
| Identify potential barriers and facilitators to success. | ||||
| Identify orientation and training needs of team members. | ||||
| Other activities: | ||||
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| Identify staff, financial and technical resources needed to develop assessment plan. | ||||
| Develop budget to plan, market, support implementation and evaluation of plan. | ||||
| Outline steps to integrate the plan into organization's planning, budgeting and programming processes. | ||||
| Identify existing resources (e.g. grants) that could be used to support proposed tasks. | ||||
| Identify potential external funding sources and organizations that can offer printing supplies, and other donated services. | ||||
| Secure identified resources, and develop alternative resources, if necessary. | ||||
| Other activities: | ||||
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| Define Community | ||||
| Identify key individuals and organizations | ||||
| Design strategy for engaging partners | ||||
| Define useful roles for partners | ||||
| Develop accountability and evaluation plans | ||||
| Develop communication strategies | ||||
| Reassess and evaluate partners involvement and satisfaction in plan development | ||||
| Other activities: | ||||
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| Collect and analyze your county data | ||||
| Collect and analyze your community data | ||||
| Put it together and interpret your data | ||||
| Summarize and Present your data | ||||
| Other activities: | ||||
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| Set criteria for establishing priority or focus area | ||||
| Establish a process for final determination of final priority or focus area | ||||
| Decide health priority/focus area | ||||
| Other activities: | ||||
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| Collect initial data on indicator based on priority questions | ||||
| Hypothesize causes and contributing factors for why your data looks like it does | ||||
| Collect data to prove or disprove the hypothesis | ||||
| Identify a small number of high-impact causes to address in the plan | ||||
| Other activities: | ||||
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| Review state and national goals related to priority | ||||
| Identify annual objectives for meeting these goals | ||||
| Identify evidence needed for attainment of objective | ||||
| Other activities: | ||||
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| Collect successful strategies data from other communities | ||||
| Review research-based strategies related to your priority area | ||||
| Choose strategies to implement | ||||
| Identify milestones for monitoring progress | ||||
| Identify activities that will support the strategy | ||||
| Identify people responsible for implementing the tasks | ||||
| Identify staff development needs | ||||
| Other activities: | ||||
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| Locate guidance document (or proposal/application), and organize requested information | ||||
| Other activities: | ||||
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| Reassess roles and responsibilities of CHA team | ||||
| Assess progress | ||||
| Revise plan | ||||
| Make changes | ||||
| Other activities: | ||||
-Adapted from Healthy People 2010 Toolkit


