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The Twelve Steps in a Needs Assessment


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Conducting a needs assessment is a twelve-step process encompassing planning, data gathering, and analysis. Click the numbers on the image below to view a summary of each step.

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  1. Confirm the Issues and Audience
  2. Establish the Planning Team
  3. Establish the Goals and Objectives
  4. Characterize Your Audience
  5. Conduct Information and Literature Search
  6. Select Your Data Collection Methods
  7. Determine Your Sampling Scheme
  8. Design and Pilot the Collection Instrument
  9. Gather and Report Data
  10. Analyze Data
  11. Manage Data
  12. Synthesize Data and Create Report