- Home
- Framework and Tools
- List of Tools by Step
- Step 1. Engage Partners
- Step 2. Assess Needs
- Step 3. Examine Strengths and Capacity
- Step 4. Select Priorities
- Step 5. Set Performance Objectives
- Step 6. Develop Action Plan
- Step 7. Seek and Allocate Resources
- Step 8. Monitor Progress for Impact on Outcomes
- Step 9. Report Back to Partners
- State and Jurisdiction Links

1. Engage Partners
Introduction
On Your Mark: Start Here with Grounding Concepts and the Evidence Base
Essential in conducting the needs assessment is to engage community partners early on and throughout the process. Title V agencies need strong partnerships and effective coalitions to assist in all remaining eight steps of the process. It is expected that MCH programs will have ongoing communication with partners throughout the needs assessment process and continue to engage with such partners during interim reporting years.
Partners can help to identify the full scope of need, interpret available data or collect new data, sort our priorities, identify and select solutions, build consensus, advocate for needed changes and support overall efforts.
Importance of Engaging Partners
Engaging community partners in the five-year needs assessment is essential to:
- Ensure that the assessment is comprehensive and representative of the community. Partners from different sectors and with different perspectives can provide valuable insights into the community's health needs.
- Build community ownership and support for the assessment and its findings. When partners feel involved in the process, they are more likely to trust and accept the results.
- Identify potential partners and resources for addressing the community's health needs. Partners can help to develop and implement interventions that are tailored to the specific needs of the community.
Barriers to Engaging Partners
There are a number of barriers that can make it difficult to engage partners in the five-year needs assessment. These include:
- Time and resource constraints. Engaging partners takes time and resources, which may be limited for Title V agencies and other organizations.
- Lack of awareness. Some partners may not be aware of the needs assessment process or its importance. Others may be reluctant to participate due to concerns about confidentiality or lack of trust in government or other organizations.
- Language and cultural barriers. Partners may speak different languages or have different cultural backgrounds, which can make it difficult to communicate and engage with them effectively.
- Power dynamics. Partners may have different levels of power and influence, which can create challenges for ensuring that all voices are heard and valued.
The MCH Evidence Center has reviewed the literature to find strategies for engaging community partners. Note that the research literature uses the term "stakeholders" at the current moment, although common usage reflects the more inclusive term "community partners":
- Ekirapa-Kiracho, E., Ghosh, U., Brahmachari, R. et al. Engaging stakeholders: lessons from the use of participatory tools for improving maternal and child care health services. Health Res Policy Sys 15 (Suppl 2), 106 (2017). https://doi.org/10.1186/s12961-017-0271-z
- Morton KL, Atkin AJ, Corder K, et al. Engaging stakeholders and target groups in prioritising a public health intervention: the Creating Active School Environments (CASE) online Delphi study. BMJ Open 2017;7:e013340. doi: 10.1136/bmjopen-2016-013340. Conclusions: This novel approach to engaging a wide variety of stakeholders in the research process was feasible to conduct and acceptable to participants. It also provided insightful information relating to how stakeholders prioritise interventions. The approach could be extended beyond the specific project to be a useful tool for researchers and practitioners.
- Pellecchia M, Arnold KT, Tomczuk L, Beidas RS. "Engaging Stakeholders" in Practical Implementation Science: Moving Evidence into Action, ed. Weiner BJ, Lewis CC, Sherr K. 2022: Springer Publishing.
Learn What Works
Get Ready: Immerse Yourself in Effective Strategies and Learn MoreThere are a number of strategies that can be used to involve community partners in the five-year needs assessment. These include:
- Identifying and prioritizing all partners. It is important to identify and prioritize all partners, including those with specific needs. This may require outreach to various community organizations and groups.
- Creating opportunities for meaningful participation. Partners should have meaningful opportunities to participate in the needs assessment process, from defining the scope of the assessment to developing and implementing recommendations. This may involve using a variety of engagement methods, such as focus groups, surveys, and community meetings.
- Providing accessible information. Partners should have access to clear and concise information about the needs assessment process, its purpose, and how they can participate. This information should be available in multiple languages and formats, as needed.
- Building trust and relationships. It is important to build trust and relationships with partners throughout the needs assessment process. This can be done by being transparent and responsive to partner feedback, and by honoring the time and expertise that partners contribute.
Here are some specific strategies for engaging organizations led by people with practical experience:
- Identify and reach out to organizations led by people with practical experience in the community. This can be done through networking, online searches, and word-of-mouth.
- Build relationships with leaders of organizations led by people with practical experience. This can be done by attending their events, volunteering with their organizations, and meeting with them individually.
- Provide organizations led by people with practical experience with opportunities to participate in the needs assessment process. This can be done by inviting them to join the steering committee, conducting interviews with their members, or hosting focus groups with their clients.
- Support organizations led by people with practical experience in their efforts to address the community's health needs. This can be done by providing them with funding, technical assistance, or other resources.
By taking these steps, Title V agencies can help ensure that all partners have an opportunity to participate in the needs assessment process and that their voices are heard.
These trainings have been collected by the MCH Navigator:
- CFCA Webinar: Needs Assessment: A Tool for Program Planning and Community Building. Developed: 2019. Source: Australian Institute of Family Studies . Presenter(s): Paul Harkin and Jessica Smart. Type: Narrated Slide Presentation. Level: Introductory. Length: 60 minutes.
- Community Partnerships and Perspectives (Intermediate Level). Developed: n.a.. Source: South Central Public Health Partnership. Presenter(s): Linda Usdin, PhD; Anne Witmer, MPH; Theodore Quant. Type: Online Course Video. Level: Intermediate. Length: 225 minutes.
- Hallways to Health Sustainability Planning: Engaging Stakeholders. Developed: 2017. Source: School-Based Health Alliance. Type: Webinar. Level: Introductory. Length: 31 minutes.
- Community Partnerships and Perspectives-Intermediate Level. Source: South Central Public Health Partnership. Presenter(s): Linda Usdin, Ph.D.; Anne Witmer, M.P.H.; Theodore Quant. Type: Online Course Video. Level: Intermediate. Length: 225 minutes.
- Successful Engagement with People with Practical Experience. Developed: 2023. Source: National MCH Workforce Development Center and MCH Navigator. Presenter(s): Becky Burns. Type: MCHwork Microlearning Program. Level: Intermediate.
Tools to Try
Get Set: Use these Tools to Move from Knowledge to ImplementationThese tools and examples have been developed by the National MCH Workforce Development Center or collected by the MCH Digital Library:
- Appreciative Inquiry. (National MCH Workforce Development Center). A tool that focuses on how to build on existing strengths and engage stakeholders to create change. This approach helps organizations identify what's working well, envision ideal futures, and develop actionable implementation plans.
- Overview and facilitator script
- Tool template: PDF | Word document (editable)
- How to Engage Stakeholders Tool. (Cottage Health). This tool provides practical strategies, background information, case studies, and step-by-step methods for effective stakeholder involvement in community health initiatives. This tool is part of the Engage Stakeholders page within the Cottage Center for Population Health's evaluation toolkit, offering valuable guidance for community engagement.
- Network Mapping and Analysis. A visual tool to identify existing partnerships and collaborations within the MCH system. This approach helps organizations discover potential gaps in their partnership networks and reveals strategic opportunities to engage new stakeholders for improved outcomes.
- Successful Engagement with People who have Practical Experience. (National MCH Workforce Development Center). A detailed workbook providing step-by-step guidance for professionals seeking to authentically engage people with practical first-hand experience. This resource offers strategies for creating trusting relationships and meaningful involvement to improve policies, services, systems of care, and health outcomes.
- Youth Engagement: A collection of resources from multiple organizations demonstrating strategies for effective youth engagement:
- (AMCHP). Example of why and how to partner with youth, and approaches to building collaborative partnerships
- (National Network of State Adolescent Health Coordinators). Examples of youth engagement through youth-centered care, and structured youth advisory methods
These resources have been collected by the MCH Digital Library:
- Engage Stakeholders Concept Guide. Middlesex-London Health Unit. This tool provides a five-step process for identifying, prioritizing, planning, standardizing, and applying findings related to stakeholders.
- Engage Stakeholders Learning Module. Boston University. As part of the evaluation section of the MPH Modules, this page provides case studies, outlines major stakeholder groups, and provides a stakeholder checklist.
- Identify and Engage Possible Partners. Rural Health Information Hub. This toolkit focuses on representation of community residents and organizations.
Title V Tools and Examples
Go: Learn from Your Peers Across the CountryTools
These tools have been collected by AMCHP and the MCH Evidence Center:
- California: Introduction to Needs Assessment and Engaging Stakeholders. California Title V partnered with the University of California, San Francisco's Family Health Outcomes Project to develop this webinar and introductory resources.
- Colorado: Needs Assessment Design Overview Visual. Colorado has used a visual such as this one in multiple assessments to organize and communicate about the design of the MCH Needs Assessment. It helps partners understand all of the elements of the assessment as well as the general timeline.
- Oregon: Partner Voices Key Questions. These are the key questions that were used in a survey of partners in Oregon, to both gather information and to engage partners in the work. The modes of data collection included an online survey of partners, listening sessions with key stakeholders, discussions with core partners including local health departments and tribes, and regional listening sessions with community organizations and agencies.
- Oregon: Youth Engagement on Surveillance and Assessment Tools. As part of Oregon’s effort to design better assessment and surveillance tools, Title V engaged youth in focus groups, surveys, and informational interviews to find out what health topics are most important to them, whether or not the survey speaks to those topics, and how the state can better design assessment to speak to their needs and strengths.
- New Mexico’s Title V CYSHCN Program: Using the National Standards as a Framework for Educating Stakeholders. For an increased understanding of how Title V programs are implementing the National Standards for Systems of Care for CYSHCN, this case study offer strategies and best practices for replication.
Stories and Strategies for Peer-to-Peer Learning
These stories and strategies have been collected by AMCHP and the MCH Evidence Center related to Step 1:
- Oregon Key Stakeholder Panel Discussion for Needs Assessment Specific to Children and Youth with Special Health Care Needs. OCCYSHN invited professionals representing a wide range of organizations and institutions that serve CYSHCN (e.g., Coordinated Care Organizations, pediatric provider member organizations, county Developmental Disability, providers that serve CYSHCN) and representatives of families of CYSHCN to participate in a facilitated discussion on December 10, 2014. The discussion focused on the needs of CYSHCN and the capacity of Oregon’s system of services to address those needs. Participants also recommended priority areas of focus for OCCYSHN for the next 5 years. We included these recommendations in our priority area data tools used for our state prioritization process. Contact Alison Martin at [email protected], 503-494-5435 for information.
- Ohio: As a partner, I am seeing how we need to help be more of a go-between for Ohio's MCH. We are a step closer to some partners. As we were tasked with the need assessment, we then only administered surveys via email to our schools and optometrist partners, and would like to see more engagement in the future.
- Missouri: Seeing Indiana's Public, county health ranking dashboard. This dashboard includes MCH data in its overall rankings. After seeing this dashboard, it has prompted discussions to create an MCH county ranking dashboard to share with county and CPHAs as well as other partners/groups.
- Arizona: 1. Adding paid consultants to our NA steering committee. 2. Specific CYSHCN needs assessment for blueprint. 3. Being more intentional about getting to the comments versus expecting the communities to come to us. 4. Think beyond traditional partners.
- Maryland: 1. Data specialist, collect data, create data tool, create dashboard, DUA. 2. Data needs, data sharing between state and local and federal level instructions and some standard SOP's should be published.
- Maryland: 1. We use the SOAR approach. 2. Map out the partners.
- Maryland: In my role, I am working to share and engage with families to complete needs assessment surveys.
- New York: Think outside of the box and meet people where they are when engaging in listening sessions/focus groups. Try to engage organizations outside of typical public health space and go to community meeting places.
- New Hampshire: Broad representation on advisory committee. Including partners and populations not previously involved in a robust way in NA efforts, including parents, youth, youth, and SHCNs, Hispanic/Latino voice, and hopefully LGBTQ (recruiting), rural voice and those with practical experience.
- Kentucky: ID strengths, weaknesses, assets. How do you do this? ID partners. 1. funder. 2. convener. 3. informed. 3–4 sessions for small states. 3. Strengths and capacity. 4. Select priorities. What I'm doing! 1. coordinating the needs assessment activities in my MCH division, Meetings, communication, partners/stakeholders, outside consultants, etc. 2. Communicating progress of our various steps along the way. Why am working! 1. Set a plan and stick to plan! 2. Be clear and concise as the steps you are following or want to follow. There are so many ways to go about this.
- Connecticut: Working with a variety of partners, parents enjoy sharing and being included. Increase opportunities to share and help guide services, and help families share stories, so their needs are better addressed.
- West Virginian: 1. Trying to ensure a representative group of partners are surveyed and focus groups get the information back in a meaningful way. 2. Connections with faith based organizations and private funders to help get the word out about the needs assessment.
- Commonwealth of the Northern Mariana Islands: Utilizing network and existing partners to assist with the needs assessment and selecting MCH priorities. Providing expertise and intersection activities to develop the action plan.
- Commonwealth of the Northern Mariana Islands: Include CYSHN and families with practical experiences in the action plan. Having all MCH managers involved in the needs assessment. It will address more domains.
- South Carolina: Provide information/state action plan from previous plan to show what was worked on for the past five years and help to not duplicate and/or expand upon same or new priorities.
- Delaware: Engage families more!
- Utah: This time we established a contract with are F2F to hold focus groups across the state and then they will provide a report of their findings from CSHCN families. My advice is to work with and let them help you understand what they are hearing and seeing. They are the trusted source and are able to get people to the table.
- There needs to be a plan to engage partners for the next needs assessment during our current needs assessment, especially minor/youth populations.
- Connecticut: Seeking to work with the university of Alabama Birmingham: Develop surveys. Support planning, design and implementation of primary data collection methods and tools. Complete data analysis from primary and secondary data and develop key findings for prioritization. Assist with comprehensive needs assessment report.
- New Mexico: Engaging primary partners, most specifically, our Navajo, F2F, and community-based family organizations to elicit feedback from members in our population who have special healthcare needs. Utilizing establish community events which helps counter our limited staffing, and resources.
- Puerto Rico: Remember to include youth, voices and their families as valuable partners to bring their needs and ideas. We are including youth advisory council members as part of needs assessing. They are 14 to 21 year olds.
- Mississippi: We are mining the contact/partner list from programs, not directly or traditionally, or historically involved in the MCH needs assessment to add a minimum, leverage those organic relationships to increase stakeholder feedback and access the population(s) they serve. Pre Planning. (Comment: delegate authority to our very competent staff.
- Nebraska: Nebraska worked with a graphic facilitator to create a video graphic that describes the needs assessment process. We will share this with partners before they come to the kick off meeting for the needs assessment. We will be able to use this in the future when talking about the process.
- Alabama: Remember that partners are vital, and that personal relationships are what make partnerships work.
- Alabama: Better communication with our stakeholders on the timeline for the needs assessment.
- West Virginian: Engagement/education/activation of partners is not a one time, only five-year activity. Build, trust, accountability, and transparency in all actions everyday. Be intentional
- Not involved with this activity, but inspired by it. Pay a small sum of money to partners to conduct survey or convene focus group to gather information for the Title V needs assessment.
- Mississippi: Identifying key champions to provide authentic feedback and supports to understand the needs of the CYHCN community. Having supports for agency leadership allows persons who do the work, to freely do it.
- Republic of Palau: Utilizing multiple ways to obtain community feedback. Although population is small, we have various sub groups with different ways of getting information. Take time to learn about your community by allowing them to articulate their needs in their own way.
- West Virginian: Build and capitalize on synergy – where is this work already happening? Funds to these organizations to engage the families. They are already working with in a trust-based relationship.
- Montana: Engaging with tribal epidemiology center. They represent two states and nine federally recognized tribes, five reservations. It's a lot of "bang for our buck."
- Commonwealth of the Northern Mariana Islands: Partner engagement. Ensure population representation. Keep partners in the loop (informed) of every stage of the NA process.
- New Mexico: Learn the language of how families describe themselves. Don't make assumptions as to who they are. Meet families where they are, and be truthful about what you can do, and what you need them to do to learn to be an advocate for their loved one.
- Arkansas: I enjoyed the Marshall Island information and thoughts. I plan to engage our Marshall Island community better. We are in the process of updating our program documents with Marshallese language. This will be my very first needs assessment, and I have lots of great ideas. Advice: to be open minded when engaging partners, and be OK with a "griping" session. Be empathetic to the partners and families.
- Alabama: Re-examining key informants. Did we include all MCHP funding grants. Did we include key government/agency leadership. Did we consider all appropriate laws and regulations and not just hot button issues. i.e. abortion. Are we sharing, intentionally, the needs assessment results with non-conventional partners. e.g., DOT, DOE.
- Republic of Palau: Continue to engage partners throughout the five-year period. (Feedback loop and recognize/appreciate them.)
- Republic of Palau: As Title V coordinator and new to the five-year needs assessment, I am actively learning from my fellow state and federal partners about how to better standardize our own process.
- Federated States of Micronesia: Our partners are mostly from other public health programs who are also working for the MCH population domain. In our country, people tend to listen to the health workers (especially nurses and doctors) when it comes to health needs in the community.
- New Mexico: We are having first meetings with other programs within NM DOH with a previous work in needs assessments to receive advice and input. Also, we are doing a stakeholder mapping by county. We are trying so hard to include all the voices around MCH, more special, those who live in rural areas.
- Wisconsin: Having needs assessment committee members go to local places (food banks, libraries, stores), to ask community members to complete survey. Staff helped with completing survey if needed. Staff had time to connect with community and each other.
- Missouri: Thinking more thoroughly about how to appropriately engage partners in a meaningful way and let them know what their information will be used for.
- Connecticut: Engaging or utilizing vocal/strong, family leaders, and providing them with stipends.
- Vermont: We are very intentional with seeking out new partners to engage, to ensure new needs/priorities are identified. Engagement Strategy identified multiple levels (direct source providers, family policymakers, advisory councils) to solicit input.
- New York: CYSHC and program: Interviews with families of children and youth with special health care needs. Feedback interview or in writing with local health department staff about their experience working on the CYSHCN program.
Share Your Stories and Strategies
Please take a moment to share your stories and strategies related to Step 1 of your needs assessment that you would like highlighted on this page. By sharing your stories, you help to document the needs assessment process for use by other Title V agencies during this cycle and will help preserve this knowledge for needs assessment processes in the future.