Presentation on theme: "Needs Assessment and Strategic Planning Day 1. Presented by Eileen Flanagan & Marcia Nedland On behalf of NYS Division of Housing & Community Renewal."— Presentation transcript:
Presented by Eileen Flanagan & Marcia Nedland On behalf of NYS Division of Housing & Community Renewal
Introductions: At your table: Introduce yourself Share ONE expectation for the workshop Each table will then share the TOP THREE expectations during report out
Training Objectives Connections Six Steps Design a Needs Assessment plan Specific data sources, tools & techniques Plan formats & options Tools & new ideas DHCR requirements
Agenda Day 1 Opening Session Overview: DHCR Requirements Needs Assessment Designing approach Six steps Practice finding data and interpreting data Common Pitfalls Day 2 Recap & questions Strategic Planning Seven components Plan Critique DHCR Requirements
Ground Rules Be on time Participate actively, don’t monopolize Speak one at a time TURN OFF your Cell Phone No side orders, please Ask hard questions Have fun
DHCR Requirements: Needs Assessment Answer at least these major questions: 1.What housing is needed (based on conditions)? 2.What customer services are needed? 3.What community renewal activities are needed?
DHCR Requirements: Strategic Plan 3-year plan that includes: Summary of needs assessment Mission Outcomes, measures of success and report on results since last application Strategic goals Programs and services Production goals Resources and potential partners
Strategic Planning What are some attributes of a useful strategic plan? Write 2-3 thoughts, each on a separate index card. Each thought should be only a few words. Write BIG! Use marker if you have one.
Strategic Planning What are some attributes of a useful strategic plan? Understandable Credible Explains what you are going to do and why Management tool Basis for measuring success Process develops clarity and alignment
Strategic Planning What are some attributes of a useful strategic plan? Keeps you focused on outcomes Tests, affirms, corrects and codifies intuition and theory of change Keeps you attuned to market forces and customer attitudes
Knowledgeplex Enterprise Community Partners NeighborWorks America Planetizen.com Realtors & Home Builders Government RSS feeds SONH
Step 2: Intuition = Questions Value what you think you know, test it.
Use what you know, ask questions Use your knowledge to frame your questions. Customers: Who? Needs? Where? Competition: Who? What? Similarities/Differences Market size? Changes in market? TEST YOUR ASSUMPTIONS!
Turn your intuition into research questions Write down 2-3 research questions that would test your assumptions – page 34
Tab 8: Resources Page 104: Common Research Questions
Step 3: Data Collection Data is only useful if it answers your questions
Data Sources Brain storm data source ideas Primary vs. Secondary data Qualitative vs. Quantitative In-house customer data
1: Summary of Needs Assessment The point of this component is to give the reader an understanding of the market forces that are influencing your decisions throughout the rest of the plan document. Understanding
1: Options for Organization Lead with standard categories 1 2 3 4 Lead with research questions ? ? ? ? Lead with findings ! ! ! ! Lead with SWOT Lead with Stories Understanding
1: Review ComponentPlanning Process 1: Summary of Needs Assessment (sometimes called “market analysis”) Objectives: Identify and understand the needs of the organization’s target populations and geographies. Identify and understand the external opportunities and threats that will affect the organization’s work. Understanding
1: Review ComponentPlanning Process 1: Summary of Needs Assessment (sometimes called “market analysis”) Potential stakeholder involvement: What are the key questions, some answers, refinement of questions, reactions to initial data, etc. Understanding
1: Review ComponentPlanning Process 1: Summary of Needs Assessment (sometimes called “market analysis”) Possible formats of stakeholder involvement: Interviews, surveys, focus groups, retreats, planning committee, board and staff meetings, etc. Understanding
Common Pitfalls of Needs Assessment Lots of data, no idea what to do with it Starting from scratch Done without linking efforts Surveys…not the only primary source Do it to prove it! Do it only for the funder Overwhelmed by data