Phase III: Action & Follow-up

In Phase 3, the co-curricular unit can decide what areas are in need of improvement, determine how processes or services should be modified, or conclude that the processes and services are operating as expected.

I. Action

Specify what action will be taken to use results for the purpose of improvement.

Based on the interpretation, the following questions should be considered:

  • What can be improved?
  • How should these changes be made?

The assessment process should foster action. Focus on one or two action items each year and decide who will be responsible for follow-up. As you implement your planned actions, keep written records of activities related to the action as documentation of the process. Certain action items may be long term and results are reported in subsequent years.

II. Plan for Follow-Up

A follow-up plan detailing how actions have been implemented and the impact of actions over time should be clearly described. This section of the Assessment and Action Plan documents the impact of previous assessment cycles and closes the assessment loop.

Based on the example on the previous page from the Office of Health Promotions, the following example shows the associated Phase 3 action and follow-up reporting.




Revise program: Have individuals talk about real- life experiences and how they handled it (versus just using scenarios) and have participants discuss how they would’ve handled it.

After making program changes, criteria are met.

Improving Unit Assessment Processes

After completing Phase 3, staff should be provided an opportunity to recommend improvements to the unit’s assessment processes.

Possible recommendations could include:

  • Identifying the need for more, or different, measures for specific objectives.
  • Determining the need to streamline the process of collecting information.
  • Identifying additional staff members who should be involved in assessment activities.

These recommendations should be included at the end of the Assessment and Action Plan.