Assessment Planning and Development Checklist

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:
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:
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:
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:
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:
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:
Review state and national goals related to priority
Identify annual objectives for meeting these goals
Identify evidence needed for attainment of objective
Other activities:
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:
Locate guidance document (or proposal/application), and organize requested information
Other activities:
Reassess roles and responsibilities of CHA team
Assess progress
Revise plan
Make changes
Other activities:

-Adapted from Healthy People 2010 Toolkit