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Integrating severity and diagnosis in needs assessment: A participatory framework
Carren G Duffy1, Sarah Chapman1, Ameeta Jaga1
1School of Management Studies, Commerce Faculty, University of Cape Town, South Africa.
Background:
Needs assessment is widely acknowledged as a cornerstone of program planning, yet it is often treated as a compartmentalized, pre-evaluative exercise. In complex and inequitable contexts, this fragmentation can undermine the development of grounded program theory.
Purpose:
This article proposes an integrated, beneficiary-centered framework for needs assessment that specifically combines severity documentation and causal diagnosis into a single participatory inquiry that directly informs program theory development.
Methods/Approach:
Building on Davidson's (2005) three-phase model, we developed a five-step framework comprising: (1) orientation and stakeholder engagement; (2) integrated severity-diagnosis inquiry; (3) participatory data analysis and prioritization; (4) co-development of program theory; and (5) validation and advocacy with wider stakeholders.
Findings:
We found the application of the framework useful in simultaneously generating evidence of the severity of need (widespread, high-intensity care burdens) and causal mechanisms (structural, spatial, and gendered drivers). This culminated in a collaboratively developed program theory linking multi-sectoral strategies to desired outcomes.
Implications For Evaluation & Program Planning:
The framework reduces disunity across need assessment phases, strengthens alignment between evidence and program theory, and creates stronger pathways for stakeholder engagement and program design. It offers evaluators a practical approach for integrating beneficiary perspectives and systemic diagnosis into theory-driven program design.
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