Community Assessment Tools en
Community Assessment Tools en
Community Assessment Tools en
ASSESSMENT
TOOLS
Contents
Introduction 2
Types of assessments
Community meeting 5
Asset inventory 8
Survey 10
Interview 13
Focus group 15
Community mapping 18
Introduction
Assessing your community’s strengths, weaknesses, needs, and assets is an
essential first step in planning an effective project. By taking the time to learn
about your community, you can discover the best opportunities for service and
maximize your club’s ability to make an impact.
An assessment not only helps you better understand the dynamics of your
community but also allows you and your project’s beneficiaries to make
informed decisions about service priorities. Even if you’re actively involved
in your community, an assessment can reveal additional strengths and
opportunities for growth. Perhaps you’ll find a new way to address a known
issue, or give residents a chance to point out overlooked challenges. Before
you start an assessment, consider what you want to learn about your
community. An effective assessment will reveal things you did not know
before.
2
COMMUNITY ASSESMENT TOOLS
Types of assessments
You can combine or adapt the following six assessments to best suit your
club’s resources and the preferences of community members:
Community meeting
Asset inventory
Survey
Interview
Focus group
Community mapping
As you determine your approach, consider any available data about the
community. Has the local, regional, or national government recently published
ARE YOU APPLYING FOR
credible findings that could inform your strategy? Have other organizations or
A GLOBAL GRANT? IF
institutions researched the community? Do you notice any gaps in official
SO, YOUR COMMUNITY
statistical data that need to be addressed through formal preliminary research?
ASSESSMENT MUST:
To answer these questions, consider partnering with local experts in your club
or district.
Include at least two involved
stakeholder groups that
represent the community
TIPS FOR CONDUCTING ANY ASSESSMENT
fairly
Remain open minded. Do not underestimate the community.
Don’t presume you know what it needs or what challenges it faces.
Use a formal methodology
“When you go into a developing community, the people there will take
whatever help you want to bring. They’re not going to say no to a project.
But that doesn’t mean that my idea of their greatest need is the same as
theirs.” — Mike Wittry, President, Rotary Club of Roatan, Islas de la
Bahía, Honduras
The village of St. Helene, a 45-minute boat ride from Roatan, had poor
sanitation, a weak economy, and widespread health issues. It lacked
water and electricity, and its school had no books or classroom
materials. But the people there wanted a playground, and they had a
To develop a strong project piece of land to donate.
from the start, ask your district
international service chair to The Canadian Rotarians spent about two weeks building the playground
connect you with regional in St. Helene. The work was just beginning, though: They asked their
experts who have experience local Rotary partners to conduct a community assessment that would
in project planning (from help them learn about the villagers’ priorities.
community assessments to
measurements and Mike Wittry, then president of the Roatan club, and his fellow club
evaluations), along with members started with a community meeting. Although many people
technical expertise in Rotary’s attended, the village council did most of the talking. The others — moms
six areas of focus and Rotary and dads, local elders — sat in the back and nodded. Then the club held
grants. International service smaller focus groups that did not involve the community leaders. Some
chairs can introduce you to people shared the same concerns as the village council, but they also
Rotarians, Rotary alumni, raised other issues. They were open about their struggles and the lack of
community members, and opportunity for themselves and their children.
professionals from other
organizations who are eager to The club also organized a community mapping activity to help understand
support club projects residents’ different perspectives. Participants drew a map of their village
or grants. They are also and highlighted the places that were most important to them. The school
outstanding resources for was important to people with children, and the clinic was important to
finding international partners, as almost everyone. This exercise helped villagers talk about what they had
well as publications and online and didn’t have, and prioritize their needs.
tools that could help improve It also shaped future service efforts: Now Rotarians are taking a holistic
your project. approach in St. Helene through a series of water and sanitation projects.
4
COMMUNITY ASSESMENT TOOLS
Community
meeting
A community meeting, sometimes called a town hall or public forum, is
either a formal or informal public gathering that brings together local
residents to discuss issues, voice concerns, and express preferences for
community priorities.
Before organizing a meeting, define your objectives and provide training for
your facilitator. Knowing what you hope to achieve will help you plan and
host a successful meeting.
5
COMMUNITY ASSESMENT TOOLS
Identify your goals. What insight do you hope to gain from this
meeting? Are there specific issues in the community that you want
to better understand? Design questions that will provoke
constructive answers.
Set and follow a schedule. Decide how much time to spend on each
question, factoring in follow-up questions based on issues and ideas
identified during the discussion.
Set and state ground rules. Share ground rules with participants
before the meeting to prevent people from monopolizing the forum, to
help engage every member in the discussion, and to keep the
conversation on track.
Take notes. Write down ideas, making sure everyone can see the
notes during the discussion. Enlist one or two other people to help
you keep track of the conversation.
6
COMMUNITY ASSESMENT TOOLS
7
COMMUNITY ASSESMENT TOOLS
Asset inventory
An asset inventory identifies the types of resources in a community,
including its physical environment, institutions, services, events — and
especially its people. To conduct the inventory, participants highlight the
individuals, places, and things they find valuable and then document and
analyze their findings. The results can help a community explore how its
assets are connected and how it can use them to create positive change.
Survey
Surveys are a popular method of collecting information and opinions. In the
context of a community assessment, a survey can reveal the community’s
perceived strengths, assets, weaknesses, and needs. Surveys can be general
or targeted to specific groups. Try to reach as many people as you can,
focusing on key stakeholders in the community. You can administer surveys
through email, by phone, or in person.
Example:
What do you feel are the most pressing needs in your community
(select two):
{{ Health care
{{ Quality of education
{{ Employment opportunities
{{ Public safety
{{ Other (please describe): ________________
10
COMMUNITY ASSESMENT TOOLS
Example:
Please respond to each statement about your school:
1 2 3 4 5
Strongly Somewhat Neither Somewhat Strongly
Disagree Disagree Agree or Agree Agree
Disagree
The number of teachers is sufficient.
Our teachers are well-qualified.
Our school provides a safe environment
for our children.
Our classrooms are well-equipped.
I am familiar with my child’s curriculum.
I regularly help my child with homework.
Our school provides nutritious meals.
Example:
If you could improve one aspect of your community,
what would it be and why?
Example:
What is your age?
{{ 18-24
{{ 25-34
{{ 35-44
{{ 45-54
{{ 55-64
{{ 65+
11
COMMUNITY ASSESMENT TOOLS
12
COMMUNITY ASSESMENT TOOLS
Interview
Interviews are one-on-one conversations between a facilitator (the interviewer)
and a community stakeholder (the respondent). Interviews allow you to gain a
deeper understanding of the respondent’s ideas and feelings. Unlike surveys,
interviews give the facilitator the freedom to veer off script and ask follow-up
questions. And unlike group assessments, such as community discussions and
focus groups, the respondent has the facilitator’s sole attention and is more
likely to share personal opinions freely.
Identify your goals. What insight do you hope to gain from this
interview? Are there specific issues in the community you want to
better understand? Design questions that will provoke constructive
answers.
13
COMMUNITY ASSESMENT TOOLS
Focus group
A focus group is a carefully guided discussion used to determine a target
group’s opinions on a particular idea. It can help you determine how the
stakeholders believe community issues should be addressed.
Although you will need to hear from a diverse group of participants, keep
cultural beliefs and community structures in mind. In some communities,
women may not feel comfortable expressing their opinions in front of male
facilitators or other men. Similarly, young people may not feel comfortable
expressing their opinions in front of adults. You may need to host a number of
focus groups with different participants based on occupation, age, gender,
family structure, or other factors.
15
COMMUNITY ASSESMENT TOOLS
PREPARING QUESTIONS
Develop a list of concepts you wish to discuss. These could include issues
your club thinks might exist in the community, ideas for projects, or
people’s perceptions of community resources. Make sure your questions
will help guide the discussion and encourage participants to share their
ideas. Here are some common types of focus group questions:
Introductory questions get the group thinking about the topic and
focus the conversation.
{{ If you could change three things at the school, what would
you change and why?
16
COMMUNITY ASSESMENT TOOLS
Explain the purpose of the focus group, and state your goals openly.
Establish simple ground rules to promote positive interaction and
VARIATIONS confidence in the process.
Hold separate focus groups Introduce the main topic, and guide the discussion using your prepared
on the same issue, one with questions. Establish a schedule beforehand, such as 10-15 minutes per
members of your club and question.
another with
representatives from the Allow each person time to answer. Listen carefully to the ideas
community. Are the expressed and ask for clarification if needed, but avoid
responses the same or confrontations or debates.
different? Were any
concerns or factors Allow participants to respond to comments. Make sure the
mentioned that you had not discussion and comments stay on topic.
previously considered?
FOLLOWING UP WITH PARTICIPANTS
Separate groups After completing the focus group, thank participants for their time and input.
according to subgroup Consider how you’ll follow up with them and maintain relationships. Share
characteristics, such as your conclusions with participants and, if appropriate, invite them to be
gender, age, education involved in the project.
or literacy, disability,
ethnicity, etc.
17
COMMUNITY ASSESMENT TOOLS
Community
mapping
Community mapping can reveal different perspectives about a community. It
requires few resources and little time and can be adapted for participants of
virtually any age or educational background.
18
COMMUNITY ASSESMENT TOOLS
Help each subgroup draw a map based on its own perceptions of the
community. The variety of maps will yield a wealth of information.
WHAT TO MAP
Places of residence
19
COMMUNITY ASSESMENT TOOLS
RECOMMENDED STAKEHOLDERS
FOR ROTARY’S AREAS OF FOCUS
20
One Rotary Center
1560 Sherman Avenue
Evanston, IL 60201-3698 USA
Rotary.org 605-EN—(119)