Step 1: Preplanning & project management
In planning a health promotion project, the planner must manage a
number of elements, including:
- Meaningful participation of key stakeholders
- Time
- Money and other resources
- Data-gathering and interpretation
- Decision-making
Each of these elements must be managed throughout the remaining 5
steps.
Step 2: Situational assessment
A situational assessment influences planning in significant ways-by
examining the legal and political environment, stakeholders, the
health needs of the population, the literature and previous
evaluations, as well as the overall vision for the project. The phrase
"situational assessment" is now used rather than the
previous term "needs assessment". This is intentional. The
new terminology is used as a way to avoid the common pitfall of only
looking at problems and difficulties. Instead it encourages
considering the strengths of and opportunities for individuals and
communities. In a health promotion context, this also means looking at
socio-environmental conditions and broader determinants of health.
Step 3: Identify goals, audiences and objectives
Step 3 involves creating a hierarchy of goals and objectives. It is
important to understand the relationships between the goals,
audiences, and objectives to plan a good program.
Step 4: Develop Strategies, Activities and Resources
In this step, the task is to identify the activities that will
achieve your objectives and determine what resources are required to
implement the activities.
Step 5: Develop Indicators
Here, we take the time to develop measurable indicators associated
with the overall goal, each objective and each strategy.
Step 6: Review the Program Plan
In step 6 we review our plan by putting it into a logic model and
examining the logical relationships between goals, audiences,
objectives, strategies, activities and resources.
