Stage 1 – Preparation and set-up

The figure below (Fig 6) provides details of the key things to consider when preparing to undertake a JSNA. Preparation is key to ensuring that everyone is clear about the scope and aim of the JSNA, all relevant partners are included and directly involved in the process from the beginning. It is important that the governance and management arrangements have been considered and agreed in advance. The principles outlined in the diagram are similar to that of managing a project.

When developing a framework for undertaking a JSNA it is important to consider what type of health needs assessment (Definitions & Terminology) could be useful for informing the your evaluation. It is also important to consider what data both qualitative and quantitative evidence (including lived experience) is available to inform the your assessment.

A list of useful information and resources for national and local data is listed in Appendix A.

Fig 6. Key steps to consider when planning a JSNA.

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A key part of preparation for undertaking a JSNA is to agree roles and responsibilities for each partner. The figure below (Fig 7) illustrates how key partners could work together to effectively undertake and deliver a JSNA.

Fig 7 – Overview of roles and responsibilities of key partners (developed by PHS LIST colleagues)

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Handy tools to support stage 1

A handy checklist to use as part of your preparation and set-up discussions to ensure you have adequate resources and procedures in place has been provided in Appendix B – JSNA Checklist