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Office of Community Services skip to primary page contentIncreasing the Capacity of Individuals, Families and Communities

Technical Assistance

Delivering Training Overview | Developing a Comprehensive Plan

Providing Technical Assistance Overview

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Treatment
This phase is simply the actual delivery of the information and skills that will solve the problem or improve the performance of the organization. Offsite TA may require one or a series of telephone conversations. Onsite TA will require one or more visits. Each visit will include most or all of the following tasks.

  1. Orient—This task concentrates on an orientation with the organization leaders regarding the intended goals of the onsite visit, working hypothesis, rationale and schedule for the day or days.

  2. Assess—This task is collecting data through interviews, observations and reviewing program records. You use this information to verify the organization’s self-assessment, assumptions you have made, the working hypothesis and to make sure you understand their situation.

  3. Assist—This task involves the actual delivery of relevant knowledge or skills. Adjustments to the hypothesis or new information gained from being onsite may result in shifts to your training plan. The intermediary needs to be flexible and responsive.

  4. Feedback—This task is seeking feedback from the staff both during and at the end of the engagement. You can get feedback by observation, tests and asking direct questions.

  5. Plan—This task is where the staff collaborates with the intermediary to develop an action plan. Done correctly, this will help break inertia, establish new habits and allow you to monitor progress. The action plan should be recorded in your technical assistance report.

  6. Brief—This task is reporting to the leadership your assessment of the situation, what assistance you provided, the action plan you have written and recommended actions for sustained improvement.

When you have completed the treatment, whether it was indirect TA, offsite direct TA or onsite direct TA, take time to check on how you did so that you can improve your technical assistance process.

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Delivering Training Overview | Developing a Comprehensive Plan