This process pathway is suggested for people who want to conduct an assessment, individually or as part of a team.

It will take you through the following steps:

  1. Scoping the assessment
  2. Defining the approach
  3. Planning the methods
  4. Preparing for engagement
  5. Preparing for the research context
  6. Concluding an assessment

This is not a linear process and you may need to revisit earlier steps as your plans develop.

The process and key questions are summarised in the following one-pagers, which we recommend you open/download and refer to as you move through the process:

Recording the choices/assumptions made in the planning process and subsequent modifications assists with reflection and learning. Attached to a final report, it can also help those referring to the assessment in future to understand the original context. You may find the below template helpful in documenting your process:

There are 17 further pages in this process pathway. You can move through them at your own speed and exit at any point to look at other content, returning to where you left off by using the back button in your internet browser.

Click here to START THE PROCESS PATHWAY