Tools and Templates for Assessment and Planning

Organizational assessment against standards and measures 
Track how your community health board can demonstrate meeting national public health standards and measures. Found in: Organizational assessment

Communications plan (DOC) 
Systematically plan and execute communications regarding your assessment and planning process. Found in: Organizational assessment, Strategic plan, CHA, CHIP

Identifying interested parties (DOC) 
Identify people and groups who may have an interest in your assessment and planning process. Found in: Strategic plan, CHA, CHIP

Summary of reports and key trends (DOC) 
List your organization’s strengths, accomplishments, weaknesses, external challenges, and current opportunities. Found in: Strategic plan

Action planning worksheet (DOC) 
Develop a plan to execute your organization’s mission, vision, and values. Found in: Strategic plan

Work plan summary (DOC) 
Develop a plan to execute your organization’s mission, vision, and values. Found in: Strategic plan

Strategic plan review checklist (DOC) 
Ensure your strategic plan meets best practices, including national public health standards. Found in: Strategic plan

CHIP review checklist (DOC) 
Ensure your community health improvement plan meets best practices, including national public health standards. Found in: CHIP

Monitoring and revising the community health improvement plan: Process guide and worksheet (DOC) 
Facilitate discussions with community partners during the monitor and revise process with this guiding questions. Found in: Monitor and revise CHIP