Transcript CONDUCTING A NEEDS ASSESSMENT

CONDUCTING AN ENVIRONMENTAL
AND NEEDS ASSESSMENT
PRESENTER: CAROL L. LIGHTSEY
ALTERNATIVE CONSULTING SOLUTIONS
[email protected]
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AGENDA GUIDELINE
 INTRODUCTIONS
 GETTING RID OF BAGGAGE
 PATHWAY THROUGH THE STAGES OF A NEEDS AND
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ENVIRONMENTAL ASSESSMENT
BREAK……..(2:30 p.m…..ish)
UNDERSTANDING WHAT OUR MISSION IS….STAYING
FOCUSED--- (MINDSETS IN INVESTIGATING THE
“NEED”)
APPLICATION AND ACTION…. WHAT ARE SOME
EXISTING BARRIERS TO GATHERING INFORMATION?
NEXT STEPS
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OBJECTIVES
 Understand the differences between conducting an
Environmental Assessment vs. a Needs Assessment
 Identify the plan components for each
 To be able to develop a plan for conducting an Environmental
Assessment and Needs Assessment
 Getting ready for expansion and/or new start efforts.
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ITEMS FOR DISCUSSION
 MAJOR CONCEPTS – ADHERING TO THE MISSION
 AN ENVIRONMENTAL VS. NEEDS PLAN
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COMPONENTS
CONDUCTING AN ASSESSMENT
TECHNIQUES/METHODS FOR INVESTIGATING
COLLABORATIVE ENVIRONMENTAL/NEEDS
ASSESSMENTS & TECHNOLOGY
CASE STUDIES & EXERCISES
QUESTIONS
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MAJOR CONCEPTS:
 DEFINING --
ENVIRONMENTAL VS.
NEEDS ASSESSMENT
 WHY DO ASSESSMENTS?
 WHERE AND WHAT –
DO YOU KNOW ABOUT
YOUR ENVIRONMENT?
 EXERCISE #1
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EXERCISE #1
 DESCRIBE YOUR SERVICE AREA…..
GENERAL DESCRIPTION
2. TARGET POPULATION
3. DEMOGRAPHIC CHARACTERISTICS
4. CULTURALLY SPECIFIC CHARACTERISTICS OF YOUR
SERVICE AREA
5. COMMON CAUSES OF MORTALITY, AND THE
INCIDENCE AND PREVALENCE OF CHRONIC AND
INFECTIOUS DISEASES
6. RELEVANT GEOGRAPHIC BARRIERS
7. SIGNIFICANT CHANGES OVER THE PAST 2 YEARS IN
YOUR SERVICE AREA
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1.
NA/EA PLAN(S) COMPONENTS
 OBJECTIVES
 PRE-ASSESSMENT/ASSESSMENT
 TARGET AUDIENCE(S)
 SAMPLING PROCEDURE(S)
 DATA COLLECTION METHODS
 DATA ANALYSIS
 POST ASSESSMENT
 MAKE DECISIONS
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CONDUCTING AN ENVIRONMENTAL
ASSESSMENT
 THE DETERMINANTS OF HEALTH AND WELL-BEING
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IN OUR SERVICE AREAS…….
Natural Environment
Built Environment
Activities
Local Economy
Community
Lifestyle
People
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NATURAL ENVIRONMENT/BUILT
ENVIRONMENTS
 NATURAL HABITATS
 AIR
 WATER
 LAND
--- BUILDINGS
 PLACES
 STREETS
 ROUTES
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ACTIVITIES
 WORKING
 SHOPPING
 MOVING
 LIVING
 PLAYING
 LEARNING
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LOCAL ECONOMY/COMMUNITY
 WEALTH CREATION
 MARKETS/COMPETITION
---- SOCIAL CAPITAL
 NETWORKING
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LIFESTYLE
 DIET
 PHYSICAL ACTIVITY
 WORKLIFE BALANCE
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PEOPLE
 RACE/ETHNICITY
 AGE
 SEX
 HEREDITARY FACTORS
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SOCIO-ECONOMIC STATUS THAT ARE
IMPORTANT DETERMINANTS OF HEALTH
 Health determinants that are likely to be significantly affected
by different types of plans and programs;
 Causal linkages between changes in health determinants and
corresponding health effects;
 Measures to prevent, reduce or mitigate any significant
adverse effects on health;
 Arrangements for monitoring actual health effects during
implementation of various plans and programs.
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PHYSICAL ENVIRONMENTAL RISK
FACTORS AND RELATED DISEASES AND RISKS
 QUALITATIVE ASSESSMENT OF HEALTH EFFECTS
 QUANTITATIVE ASSESSMENT OF HEALTH EFFECTS
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EFFECTS OF EXISTING PROGRAMS
ON HEALTH
 IDENTIFY “EVIDENCE BASE” OF KNOWN
CONNECTIONS BETWEEN ISSUES AND HEALTH
 HEALTH IMPACT ASSESSMENT ----SIMILARITIES AND
DIFFERENCES
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CONDUCTING A NEEDS
ASSESSMENT
 PERFORM A “GAP” ANALYSIS
 IDENTIFY PRIORITIES AND IMPORTANCE
 IDENTIFY CAUSES OF PERFORMANCE/PROBLEMS
AND/OR MISSED OPPORTUNITIES
 IDENTIFY POSSIBLE SOLUTIONS AND GROWTH
OPPORTUNITIES
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PERFORM A “GAP” ANALYSIS
 CURRENT SITUATION: Examine the organizational goals,
climate, and internal and external constraints.
 DESIRED OR NECESSARY SITUATION: Actual Needs vs.
perceived needs.
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WHAT TO LOOK FOR IN THE “GAP”
 PROBLEMS OR DEFICITS!!!!!!!!!!
 IMPENDING CHANGE – HEALTH CARE REFORM!!!!!
 OPPORTUNITIES
 STRENGTHS
 NEW DIRECTION
 MANDATES (FUNDING SOURCE(S) REQUIREMENTS)
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IDENTIFY PRIORITIES AND
IMPORTANCE
 COST EFFECTIVENESS
 LEGAL MANDATES
 FUNDING SOURCE PRESSURE
 POPULATION/POLITICS
 CUSTOMERS
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IDENTIFY CAUSES/OR
OPPORTUNITIES
 IDENTIFY SPECIFIC PROBLEMS
 IDENTIFY OPPORTUNITIES IN OUR ORGANIZATION
 WHAT ARE PERFORMANCE REQUIREMENTS
 OUTLINE DETAILED INVESTIGATION (CURRENT AND
IN THE FUTURE).
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IDENTIFY POSSIBLE SOLUTIONS
AND GROWTH OPPORTUNITIES
 “IF IT AIN’T BROKE…..DON’T FIX IT”
 ORGANIZATION DEVELOPMENT
 PERFORMANCE MANAGEMENT
 TEAM BUILDING
 STRATEGIC PLANNING
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TECHNIQUES/METHODS FOR
INVESTIGATING
 DIRECT OBSERVATION
 QUESTIONNAIRES
 CONSULTATION WITH PERSONS WITH SPECIFIC
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KNOWLEDGE AND/OR KEY INTERESTS
REVIEW OF RELEVANT LITERATURE/DATA
INTERVIEWS
FOCUS GROUPS
TESTS
RECORDS AND REPORT STUDIES
WORK SAMPLES
GEO-MAPPING
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DESIGNING A NEEDS ASSESSMENT
ACTIVITY PLAN
 PURPOSE:
 GOALS
 SCOPE OF WORK
 METHODOLOGY AND PROCESS
 RESOURCES
 TIMEFRAMES/LINES
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REFERENCES
 HRSA’S BPHC SAC APPLICATION (NEEDS SECTION –
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INDICATORS)
HRSA’S OFFICE OF SHORTAGE DESIGNATION’S
INDICATORS
SAMPLE DATA CHART
NIELSEN/CLARITAS
ETC.
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SUMMARY
 WHAT IS AN ENVIRONMENTAL/ NEEDS ASSESSMENT?
 WHY CONDUCT AN EA VS. NA?
 HOW AND WHERE IS AN EA/NA DONE?
 WHO CONDUCTS ONE?
 HOW OFTEN?
 ALLOCATION OF RESOURCES TO A EA/NA…..HOW
DOES THIS RELATE?
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THOUGHT FOR TODAY
POOR PLANNING ON YOUR PART DOES NOT MEAN AN EMERGENCY ON MY
PART….”.GOOD PLANNING REQUIRES GOOD INFORMATION “
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CASE STUDY
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QUESTIONS AND ANSWERS
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