Step 1: Manage the
Step 2: Conduct a situational assessment
Step 3: Set goals, audiences and outcome objectives
Step 4: Choose strategies, activities and assign resources
Step 5: Develop indicators
Step 6: Review the plan
This workbook explains
what each step is about, why it is important and how to complete it. Examples,
supplementary resources and tips will help health promotion practitioners to
understand and apply the planning process.
What is planning?
Planning, which includes strategic,
program and operational planning, involves a series of decisions based on collecting
and analyzing a wide range of information. The workbook will describe these
various types in more detail, with the bulk of the discussion focusing on
A six step planning model is used as a framework for the Planning Workbook Online
Step 2, involves conducting
a situational assessment, a multifaceted process that basically addresses this
question: “Should we proceed, and if so, how?”
Steps 3–5 are planning
decisions relating to setting goals, populations of interest and objectives
(step 3), strategies and activities (step 4), and indicators (step 5).
Step 6 is a review of
the proposed program to see if it is feasible and evaluable. We suggest using a
logic model to do this.
Evaluation is a
concurrent process within program planning and development. Consider it at each
of the planning steps.
We recognize that in
practice, program planning is often a dynamic process. However, the step model
is useful for identifying and describing discrete aspects of program planning. We
have arranged the steps in an order that flows logically, and that may be
useful in developing a planning group’s work plan. The steps are all
interrelated; the actual process may be less linear than depicted. For example,
earlier steps may be revised as new experiences and insights emerge in later