At a Glance
In Step 2, you will develop a series of questions that guide your entire needs analysis, and use them to create audience-specific question sets that guide your data collection plan and instrument development
Tools to Help
Who is Involved
Investigation questions can be drafted by the Facilitator of the needs analysis, but should be thoroughly discussed and agreed upon by the Steering Committee to ensure buy-in and support; Steering Committee Champions for each performance factor should facilitate agreement on acceptable evidence for each factor.
Output
Move on to the next step when you have identified the key investigative questions, the potential sources of data to answer those questions and the evidence that will confirm acceptable performance in the eyes of your stakeholders.
1 How to Get Started
Begin with the questions your Steering Committee members want to have answered by the needs analysis; ensure these questions cover all four factors of performance: expectations, ability, opportunity, and motivation. Ask for four Steering Committee volunteers to lead sub-groups through the Question Matrix for each area, and add or remove questions as appropriate. Allow the full Committee to review the overall matrix for discussion and consensus.
2 Next
Keep in mind that the CHWs themselves will have perspectives on these four factors, but so will their patients, their supervisors and the general community. For each question, think about which audiences are in a position to provide direct evidence and which might have a unique perspective or information that could contribute to an answer. Ensure your questions are not only identifying problems or needs, but also the underlying reasons or causes of the problems.
3 Then
Identify any and all sources of existing data that could contribute to an answer. Consider performance reviews, quarterly reports, supply requisitions, budget trackers, existing survey results or reports, patient tracking records, community assessments, employee satisfaction surveys or any other documentation that may give you acceptable evidence to answer your questions. Ask Steering Committee to help identify and access data. The more recent, relevant information you can capture from existing sources, the less you will have to collect. Ensure there is a reasonable balance across data sources, and strive for three or more sources of data for each question, as this triangulation helps support the validity of your findings.
4 Finally
Engage with Steering Committee members to complete the Acceptable Evidence Worksheet. For each major question, define what you would expect to find in the analysis if there were no problems or needs. In other words, identify how you will know that everything is “OK” around a given issue or question and what will signal that a need has been found.
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