What Are the Steps of a Needs Assessment?


Information-gathering can be time consuming, so it is helpful to set a reasonable schedule and try to stick to it. It can make sense, however, to consider extending deadlines when important participants still have not offered their suggestions. It is essential to give everyone sufficient time to make their opinions heard. Information-gathering should be approached with caution, as it often suffers from reactions representing two extremes (pro and con).


  1. Gather the needs of the patients and families and caregivers.

    1. Conduct focus groups

    2. Interviews

    3. Surveys

  2. Identify regulatory drivers (e.g., Meaningful Use Requirements)

  3. Determine the technology requirements that will be required

  4. Review and prioritize the results

  5. Document the findings