2. Establish the Planning Team

Step Summary

In this step, you will establish the planning team while also determining the resources available for the needs assessment, including

  • Time
  • Money
  • Number of individuals required for statistical purposes
  • Research or prior studies
  • Expertise of researchers

Notes: All steps should be conducted as part of a group effort and in the form of a planning team. The planning team ideally will consist of members from different stakeholder groups, as well as individuals with expertise in the area of research.

Good communication between planning team members is essential. The team must establish protocols and job duties

Questions

Are the stakeholders and partners new or well known?

How geographically or organizationally dispersed is the team?

Is there expertise within the team?

Risks

Not instilling ownership in the final product

Communication difficulties

Can spend a lot of time without getting much accomplished