Conduct Needs Assessment
To answer the question, "Where are we now?" gather information in three broad areas:
- Host Healthcare Organization (Company).
What is the current situation in the hospital?
- Similar Organizations (Competition). What are other similar institutions doing, both
locally and nationally? Will the proposed program be inviting competition? Are there opportunities for
collaboration?
- Customers. Assess the needs of those who
will use the proposed services. At a minimum, the customers
are potential referring physicians, other formal caregivers, patients, families, and
the community served.
Studies and recommendations in the published literature will reinforce identified needs,
findings and recommendations. As an example, the United Hospital Fund of New York sponsored
a palliative care needs assessment in 12 acute care hospitals in New York.
The process of conducting a needs assessment creates a dialogue among staff in the institution,
clarifies patient and family needs and encourages services tailored to meet these needs.
By highlighting the disparities between care provided and the needs of patients and families,
a tension for change is created.
Many people find that a SWOT analysis helps to
identify and characterize the critical
success factors for the proposed program.
CAPC Resources:
Additional resources on "How to Conduct a Hospital and Community Needs Asssessment"
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CAPCManual Attribution:
von Gunten CF,
Ferris FD,
Portenoy RK,
Glajchen M, eds.
CAPCManual: How to Establish A Palliative Care Program.
New York, NY: Center to Advance Palliative Care, 2001.
©
Center for Palliative Studies, San Diego Hospice & Palliative Care, San Diego, CA
and
The Department of Pain Medicine and Palliative Care, Beth Israel Medical Center, New York, NY, 2001
Permission to reproduce for non-commercial educational purposes with display of
attribution and
copyright is granted.
Last updated: February 20, 2002
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Development
Select section:
Change, Groups, Phase 1,
2, 3, 4
•
Change
In Individuals
In Organizations
Stages of Change
Awareness
Adoption
Implementation
Institutionalization
•
Small Group Structure / Function
Leadership
Group Formation
Group Function
•
Phase 1: Prepare to Plan
Potential of Planning Process
How Much is Enough?
Ensuring Impact
Form Initial Workgroup
Elaborate Initial Idea
Stakeholders, Customers
Need, Purpose of Program
Planning Questions
Planning Steps, Timeline
Resources Needed to Plan
Use of Consultants
Use of Retreats
Write Planning Proposal
Selling, Getting Approval
•
Phase 2: Plan the Program
Form Planning Workgroup
Review, Revise Process
Strategic Planning
What is Strategic Planning?
Models
Steps
How Much is Enough?
Resources
Review Stakeholders, Customers
Conduct Needs Assessment
Company
Competition
Customers
Conduct SWOT Analysis
Case Study - United Hospital Fund
Define the Program
Purpose, Values
Mission, Vision
Mission
Vision
Service Delivery Model
Goals, Objectives
Strategies, Tactics
Strategic Decision Points
Business Planning
Case Examples:
Cleveland Clinic
University of Virginia
Organizational Structure, Leadership
Financial Plan
Implementation Plan
Human Resources
Physical Resources
Informational Resources
Community Resources
Operations
Evaluation
Marketing Plan
Targets, Timing
Write Proposal
Suggested Proposal Outline
Sell Plan
•
Phase 3: Implement the Program
Staff Recruitment
Staff Training
High Functioning Team
Standards of Practice, Policies, Procedures
Clinical Evaluation
•
Phase 4: Review Program, Revise Plan
Form Review Workgroup
Program Evaluation
Plan Evaluation
Continuous Quality Improvement
Utilization Review
Appropriateness of Hospitalization
Documentation
Pearls
Respond to Denials
Revise Plan, Further Development
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