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Public Health Ontario > Home > Services & Tools > Online Health Program Planner > Learning Centre > Getting Started - Learning Centre - Workbooks

Getting Started - Learning Centre - Workbooks

The Workbook

This section provides more help focused information on how to create a program plan. It is a workbook comprised of two different sections, Planning Workbook Online and the Online Business Case Creator Workbook.
Planning Workbook Online-Introduction
This workbook provides a logical six-step approach to assist in planning health promotion programs: 

Step 1: Manage the planning process
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 program planning.

A six step planning model is used as a framework for the Planning Workbook Online 

Six step model.png

Looking to build your plan? Go to the Program Planning Workbook​

The model begins with step 1, managing the planning process. That means addressing how key stakeholders will work together to make decisions, based on good data-gathering and analysis, within the constraints of time, budget and other resources.

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 steps.

Online Business Case Creator Workbook

The Online Business Case Creator Workbook is an online, interactive tool designed to help public health practitioners make a compelling case for why to proceed (or not proceed) with a particular project. The OBCC applies a three-step model to help practitioners develop their business case.​ Use the left side menu to further explore this tool. 

Looking to create your business case? Go to the OBCC​

Health Equity Lens 

The Health Promotion Capacity Building (HPCB) team at PHO has recently increased its commitment to providing products and services to address the topic of health equity. The intent is to support the integration of practices and activities which promote health equity into public health program planning, implementation and evaluation. Our focus includes building health equity capacity within our own organization. For this reason, the HPCB team has begun this process within PHO to arrive at a common understanding of how to discuss issues of health equity. It is important to keep aspects of health equity in mind during the program planning steps. 

A proposed framework for 'program planning with a health equity lens' is outlined here.  Essentially, PHO's six step for program planning steps are considered together with the 5 steps for conducting a Health Equity Impact Assessment (HEIA).  The 5 steps for conducting an HEIA come from the Ministry of Health and Long Term Cares HEIA workbook​, designed to assist organizations and health service providers on how to conduct an HEIA. 

 PHO's six steps for program planning and the 5 steps for conducting an HEIA