OT 5101 week3 planning needs assessment

1. Sheryl Ryan, PhD, OTR/L

2. Week 3

3. Chapter 5
 Describe the processes of environmental
scanning and trend analysis
 Define the key steps in community
health/health promotion program
development
 Describe three sources of data for needs
assessments
 Identify four factors that impact the
selection of needs assessment strategies
 Demonstrate understanding of the role of
theories in health promotion program
planning
 Define goal and objective
 Develop program objectives
 Describe the five levels of the ecological
approach to health promotion program
planning
 Develop implementation strategies at the
different levels of intervention
 Identify the purposes for each of the three
levels of program evaluation

4. Course vocabulary
Discussion/activity
based on readings
Scenario: Sheltered
workshop
SWOT Analysis
http://www.cnn.com/2015/07/24/living/ada-25-anniversary-disability-rights-feat/index.html

5. Chapter 5
 Capacity assessment
 Ecological perspective
 Environmental scanning
 Evidence
 Evidence-based planning for health
 Formative evaluation
 Goal
 Group processes
 Impact
 Trend
 Systematic reviews
 Interventions
 Key informant
 Needs assessment
 Objectives
 Outcome
 Preplanning
 Process evaluation
 Program development
 Program planning
 Secondary data
 Societal levels
 Stakeholders
 Summative evaluation

6. Elwyn Sheltered Workshops
https://www.elwyn.org/services/adults-21/work-centers/
https://www.ssa.gov/work/

7. Pulaski County Sheltered Workshop
Arkansas
 https://www.youtube.com/watch?v=xsWvNvV_So0
Sheltered Workshop
Mountain Lake PBS
 https://www.youtube.com/watch?v=amkB2DCqEzo
http://www.moworkshops.org/About/Consumers.html

8. Pre-Planning
Figure 5-1, Scaffa and
Reitz, 2014, p. 66

9.  Environmental scanning -
Environmental scanning: What kind of
observations, information do we need
about the environment in which our
sheltered workshop will be (economic,
social, political, technological…)
 https://www.youtube.com/watch?v=cRXNNqNf
QBs
 Trend analysis
Applied to our imagined Sheltered
Workshop in Irvine
https://climate.nasa.gov/vital-signs/global-temperature/

10. Key Questions
 Who are the key players?
• Service receivers
• Service providers
• Experts in the field
• Policy makers
• Agency representatives
 What do they hope will come from the
needs assessment?
 Why – What prompted their concern?
How important is it?

11. Needs Assessment
Figure 5-1, Scaffa and
Reitz, 2014, p. 66

12. Parts of a needs assessment
 Profiling the Population and
Community
 Identify service needs of population
 Data Collection
 Survey methods
 Secondary data
 Group processes
 Data Analysis and Interpretation
 Identification of need, risk, access to
services
What is the unmet need?
http://attachmentdisorderhealing.com/stardust/

13. Secondary data Prior studies, records, demographics, social
indicators, risk-factor data, rates, etc
Survey methods
Written questionnaire
Face-to-face interview
Telephone interview
Key informants Interviews with key community leaders, lay
leaders, professional people
Group processes
Community forum Open public meeting with all interested parties
Focus groups Small groups with structured set of questions
Nominal group process Small groups with high structure (voting,
discussion, written responses, ranking)
Scaffa and Reitz, 2014, p. 68-69

14. SWOT
 Internal
 Strengths
 Weaknesses
 External
 Opportunities
 Threats
https://www.youtube.com/watch?v=uA5ikRm6yNo
https://www.youtube.com/watch?annotation_id=annotation_161788243&feature=iv&src_vid=GNXYI10Po6A&v=I_6AVRGLXGA

15. Government/Policy
Community
Organizational
Interpersonal
Intrapersonal

16. 1. Make a list of all information needed
2. Identify appropriate and feasible
data collection techniques
1. Survey, interview, records,
observations, reports, etc.
3. Identify sources of existing data,
exiting tools, and tools that need to
be developed
4. Develop and test needed instruments
5. Establish a data collection plan
1. What, when, and by whom?
6. Develop a plan for using and
disseminating results
http://www.marcelway.com/tag/business-plan/

17.  Meyer, Susan K. (2010). Community Practice in Occupational Therapy: A Guide to
Serving the Community. Boston, MA: Jones and Bartlett Publishers.
 Scaffa, Marjorie E, and Reitz, S. Maggie. (2014). Occupational Therapy in
Community-Based Practice Settings, 2nd Edition. Philadelphia, PA: F.A. Davis
Company.