Technical Assistance
Delivering
Training Overview | Developing
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Providing Technical Assistance Overview
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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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
Delivering
Training Overview | Developing
a Comprehensive Plan![]()

