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For Member Agencies

Community Needs Assessment toolkit

Timeline, survey bank, focus-group protocols, data sources and board presentation template.

Toolkit
ZIP archive
Data
CNA
Compliance
Updated March 1, 2026

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.

Source: CSBG Organizational Standards and ADECA CSBG guidance.