Module 1 | Stage 1: Prepare

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The first stage of Assessment, Prepare, involves five steps.

• In Step 1, Clarify the Scope, program managers must define who will use the assessment information (audience), what the assessment is to be used for (purpose), and the resources available for conducting the assessment.
• In Step 2, Assess Resources, program managers must take stock of the resources for conducting the assessment and determine whether they are sufficient and compatible with the scope of the assessment.
• In Step 3, Identify Team Members, program managers are responsible for assembling a team and identifying a team leader to conduct the assessment.
• In Step 4, Develop a Work Plan, program managers and assessment teams create a work plan, which serves to clarify, inform, and direct the tasks associated with the assessment.
• Step 5, Conduct a Briefing and Planning Meeting, discusses the importance and content of a meeting designed to restate the tasks of the assessment, to clarify roles and responsibilities, and to ensure that program managers, stakeholders, and partners are unified in their vision for the assessment.
  

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