Phase II: Collect & Analyze

Goals and objectives should be assessed over a four-year assessment cycle. Phase 2 should be completed each year for the goals and objectives that are being assessed by the functional unit during the annual cycle results and interpretation and Phase 3 (action and follow- up).

The second phase consists of collecting and interpreting the results of the targets. It is critical to have well-defined objectives, strategies, and targets that provide a roadmap for collecting meaningful data and analyzing the results.

To begin this phase:

  • Determine the goals/objectives that will be the focus of the assessment cycle
  • Determine the unit’s plan for systematically collecting information
  • Specify the person(s) responsible for collecting information
  • Specify the person(s) responsible for analyzing information
  • Establish a timeline for completion

I. Collect and Record Results

Collect and record the results of your targets. Write the results with as much detail as possible. This will increase the ability of the unit to interpret the information. For each target, include information regarding when the results were collected.

II. Analyze and Interpret Results

Analyze and interpret what the results indicate about the unit’s progress towards meeting its objectives. This interpretation should be recorded in detail to help the unit make meaningful recommendations in Phase 3.

It is important to include as many members of a functional unit as possible in Phase 2. Staff members directly involved in a process or service are likely able to offer an insightful understanding of the implications of results and provide a more accurate interpretation.

  • What are the strengths and weaknesses observed across the selected targets for the objectives being assessed?
  • What processes or services are operating as expected?
  • What can be improved?
  • How should any identified changes be made?
  • What actions should the unit take, if any?