Contribution Agreements Resource Centre

Planning, Evaluation and Reporting

Having an efficient health management structure for your First Nations or Inuit community means developing different types of strategic and operational plans. You then evaluate the results of the plan, and report your findings.

Health Canada offers these links in support of planning, evaluation and reporting of health programs within a contribution agreement.

General Resources - Tools, kits, questionnaires, fact sheets, templates, policy guidance and handbooks that relate to planning, evaluation and reporting of health services, programs, and community development;
Training Resources - Survey, statistics, evaluation and assessment courses, workshops and training on surveys, planning and measuring client satisfaction.

General Resources

Community Action Resources for Inuit, Métis and First Nations: Assessing Needs is a guidance document that you use to uncover and understand the needs of members of a group, population or community. The document is part of the Community Action Resource toolkit and covers:
- What assessing needs means;
- Why you should do a needs assessment;
- When you should do a needs assessment; and
- Completing the assessment and compiling the results.
Community Action Resources for Inuit, Métis and First Nations: Evaluating is a guidance document that you use for program evaluation. The document is part of the Community Action Resource toolkit and covers:
- What evaluation is and the different types;
- Why you should evaluate and why you don't;
- How you should evaluate; and
- The human aspects of evaluation.
Community Action Resources for Inuit, Métis and First Nations: Finding Resources is a guidance document that takes you through the various approaches to find resources for your program. The document is part of the Community Action Resource toolkit and covers:
- The different types of resources and what type you need for your program;
- Why you should find resources
- How to find volunteers; and
- How to find other resources
Community Action Resources for Inuit, Métis and First Nations: Making it Happen is a guidance document that you can use to move activities forward in a program, once planning and a work plan is done. The document is part of the Community Action Resource toolkit and covers:
- Teamwork
- Basic budgeting
- Basic accounting
- Project promotion.
Community Action Resources for Inuit, Métis and First Nations: Planning is a guidance document that you can use when planning a community development project. The document is part of the Community Action Resource toolkit and covers:
- Understand the importance of planning and the consequences of not planning;
- Put together a plan for a community program; and
- Design and use planning tools.
Community Action Resources for Inuit, Métis and First Nations: Toolbox is a toolbox of techniques that can be used at any point in the community development process. The toolbox gives you advice and tips on:
- The interpersonal aspects of a community development project;
- Facilitating tools and techniques; and
- Carrying out a successful community development project.
Community Health Needs Assessment Guidelines (PDF version) published by the Government of Manitoba provides you with information about assessing community health needs and outlines a process for community health assessment. The guidelines teach you to:
- Identify the strengths and needs of the community;
- Enable the community-wide establishment of health priorities; and
- Facilitate collaborative action planning directed at improving community health status and quality of life.
Evaluation for Community Service Organizations Manual in the Library and Publication sections of the Volunteer Victoria website can help you and your community organizations understand and carry out evaluations, which are relevant to their needs by outlining types of evaluation and steps in the evaluation process.
Evaluation Service Site is a Treasury Board resource site with links to databases, policies, guides, and a calendar of events relating to evaluation. There are toolkits, white papers, career and learning guidance.
Guide to Health Management Structures for First Nations and Inuit Communities is a document that helps you understand the Canadian health care system and how to create efficient health management structures specific to your needs. The document covers:
- Types of health management structures;
- Roles within health management structures;
- Establishing a First Nations Health Board or Authority;
- Managing the health program; and
- Community health care service delivery.
Guide for First Nations on Evaluating Health Programs gives you basic information on health program evaluations and help you understand what an evaluation is and how it works.
Home and Community Care Resource Planning Kit from Health Canada guides you with the planning, designing and delivery of home and community care services that respond to the unique needs of First Nations and Inuit communities in a relevant and meaningful way.
Indian Health Services Best Practice Model Community Advocacy: Winning Support for Your Diabetes Program (PDF version) provides useful information on gaining acceptance and support for community-based diabetes initiatives.
Planned Approach to Community Health (PATCH) (PDF Version) is a model for planning, conducting and evaluating community health promotion and disease prevention programs. As a program coordinator, you can use the model to adapt the process to your own community. The model includes sample overheads and handout material.
"Promoting Your Organization's Activities" fact sheet, from the Ministry of Agriculture, Food and Rural Affairs takes you through the process of developing and managing a promotional activity. It includes a checklist covering all activities and requirements pre- and post-event.
Realizing Every Community Asset (RECA) Foundation, Community Asset Mapping Test is a series of exercises you can use to create an inventory of the people, organizations and groups in your community. You can analyze the inventory for activities, services and support for your community organization.
Risk-Based Audit Framework (RBAF) Guide can help you develop a framework that meets the risk-related requirements for the Policy on Transfer Payments. You learn the step-by-step directions on how to prepare an RBAF document that demonstrates that you have met the requirements in the Policy on Transfer Payments.
Strategic Planning (in non-profit or for-profit organizations) is a guide that provides you with details about the strategic planning process, specifically:
- Conducting strategic planning;
- Strategic analysis;
- Setting strategic direction;
- Communicating the strategic plan; and
- Monitoring and evaluating the strategic plan.
"Strategic Planning - Is It For You?" fact sheet from the Ministry of Agriculture, Food and Rural Affairs shows you how to create a strategic plan for your community health organization.
"Taking Your Organization's Pulse" fact sheet from the Ministry of Agriculture, Food and Rural Affairs shows you how to uncover any problems or weaknesses in any of the eight processes managed by volunteers within an organization:
- Organization purpose;
- Planning;
- Implementing;
- Evaluation;
- Managing relationships;
- Motivation;
- Providing resources; and
- · Developing competencies.
The Health Needs Assessment: A Guide for First Nations and Inuit Health Authorities The Health Needs Assessment: A Guide for First Nations and Inuit Health Authorities

Training Resources

"Aboriginal Statistical Training Program - Data Analysis Techniques" five-day course from Statistics Canada teaches you how to find and use statistical data effectively to support your organization's decision-making, planning, programming, evaluation and related activities. Using relevant Aboriginal data, Module 1 focuses on:
- Data needs;
- Identifying data sources;
- Learning basic statistical indicators (frequency distributions, mean, median, mode, rates, ratios);
- Learning about graphs; and
- How to prepare presentations on selected topics.
"Aboriginal Statistical Training Program - Surveys: From Start to Finish" five-day course from Statistics Canada teaches you how to conduct a survey from start to finish including:
- Sampling methods;
- Questionnaire design;
- Weighting and estimation; and
- Interpreting the results.
"Conducting a Survey to Measure Client Satisfaction" three-day workshop from Statistics Canada teaches you the basics of designing an effective survey that measures your client's satisfaction with your services. This type of qualitative survey determines your clients' service expectations and their perceptions of your organization's performance relative to their expectations.
"Developing Client Satisfaction Surveys" two-day workshop introduces you to the fundamentals of designing and implementing an effective client satisfaction survey. Researchers can use the course material to produce respondent-friendly questionnaires that give you useful and accurate survey data.
"Development and Design of Survey Questionnaires" one-day workshop from Statistics Canada familiarizes you with the basic elements involved in developing and designing survey questionnaires. The workshop covers all factors essential to the development and design of survey questionnaires including:
- Preparatory steps;
- Principles involved in question wording;
- Various types of questions;
- Organization and presentation of the questionnaire;
- Issues involved in computer-assisted interviews and testing; and
- Assessment of the questionnaire.
"Introduction to Basic Statistics" two-day workshop from Statistics Canada not only teaches you how to calculate a range of statistical measures but also covers when and how you should use them.
"Processing & Interpreting Survey Data" one-day workshop from Statistics Canada is taught by an experienced methodologist who will show you how to turn survey responses into useful information, graph data, and recognize the strengths and limitations of survey data.
"Statistics Canada, Making Sense of Survey Data" three-day workshop from Statistics Canada provides you with an overview of the basic tools of descriptive statistics using data from a socio-economic household survey. You will learn about additional statistical techniques used in data analysis and a discussion on how to interpret and present survey results.
"Strategic and Operational Planning" two-day course from Canada School of Public Service addresses the importance of your contributions to Public Service and operational planning activities associated with federal departments and agencies.
"Surveys from Start to Finish" three-day workshop from Statistics Canada introduces you to the survey process step-by-step, from questionnaire design and sampling, to processing, analysis and presentation of survey results.
"Survey Sampling and Questionnaire Design" two-day workshop from Statistics Canada introduces you to the tools you need to prepare a survey that gets results. You will learn how to maximize the value of your survey results by selecting a sample that truly represents target populations.


	Last Updated: 2006-09-12		Important Notices