For Member Agencies
Community Needs Assessment toolkit
Timeline, survey bank, focus-group protocols, data sources and board presentation template.
Resource detail
CSBG requires every eligible entity to complete a Community Needs Assessment (CNA) at least every three years. This toolkit sets out a workable timeline and the evidence base to use.
A 12-month timeline that works
- Months 1–2: form the CNA team, confirm scope and board involvement
- Months 3–5: pull secondary data — ACS, county health, education, housing and labour
- Months 4–7: primary data — resident surveys, focus groups, partner and staff input
- Months 8–9: analysis, prioritisation and validation with the tripartite board
- Months 10–12: write the report, brief the board and feed findings into the community action plan
Data sources to build on
- U.S. Census Bureau American Community Survey five-year estimates by county
- Your own client records and unmet-request data
- County health rankings, school data and local labour statistics
- Partner referral data from housing, health and workforce agencies
Turning findings into the plan
Each prioritised need should tie to a service strategy, a measurable outcome in the CSBG performance framework, and a named owner. The statewide dashboard in this hub shows the same county indicators the assessment relies on, so agencies and CAAA are working from one picture.
Official sources and further reading
Source: CSBG Organizational Standards and ADECA CSBG guidance.
Related resources
- Guide
CSBG Annual Report data preparation guide
Module-by-module walkthrough, common validation errors and submission timeline.
Open resource - Template
Tripartite board orientation packet
Role descriptions, recruitment for all three sectors, conflict policy and meeting cadence.
Open resource - Checklist
Fiscal monitoring and single-audit readiness checklist
Documentation standards, allowability review and corrective-action tracking.
Open resource - Template
Intake and case management workflow templates
Screening scripts, referral routing and follow-up cadence for bundled services.
Open resource
