Area

Comments

Rating

1.   Clarity of overall goals for intervention.                        

2.   Identification of target system and its members.

3.   Organogram and analysis of power in the system.         

4.   Clarity of timetable, financial, personnel and other resources.

5.   Description of credibility-building plans.

6.   Experience with previous interactions considered.

7.   Description of strategy (directing, persuading, problem-solving).

8.   Role of intervener—amount of control expected.

9.   Force field analysis of factors related to plan.

10.  Proposals made to reduce restraining forces.

11.  Description of norms the intervention is                expected to change.

12.  Description of method for gaining acceptance of plans.

13.  Procedures for involving those affected by the change.

14.  Methods proposed for gaming acceptance of plans.

15.  Clarification of leverage points intervention will use.

16.  Data collection on needs (tools and collection methods).

17.  Assessment of present group functioning.

18.  Data analysis procedures (methods and by whom).

19.  Who sets goals using what procedures?         

20.  Acceptance-gaining procedures for action plans.

21.  Consideration of impact of change on related systems.

22.  Training of participants in use of planned                change methods.

23.  Follow-up and action-stabilizing plans.

24.  Description of next round or closure procedures.

25.  Disengagement of consultant/intervenor.          

26.  Evaluation design (tools and collection methods).

27.  Report back and replanning procedures.                          

28.  Reports or other documentation of intervention.

29.  Overall intervention closure.