The 
Planning 
& 
Development 
Phase 
for 
State 
Collaborations 


Beginning 
Your 
Journey: 
Laying 
the 
Foundation 
for 
Success 
in 
the 
Office 
on 
Violence 
Against 
Women’s 
Disability 
Grant 
Program 
Columbus, 
OH 


November 
3, 
2009 


Sandra 
Harrell 


Accessing 
Safety 
Initiative 
Vera 
Institute 
of 
Justice 




WorkshopObjectivesWorkshopObjectives
> 
Provide 
an 
overview 
of 
the 
planning 
and 
development 
phase 
of 
the 
Disability 
Grant 
program. 


> 
Discuss 
key 
considerations 
for 
a 
successful 
planning 
process. 


> 
Answer 
your 
pressing 
questions 
about 
this 
phase 
of 
the 
grant. 


Slide 
2 
• 
November 
3, 
2009 




OverviewOverview
Purpose 
The 
Process 
The 
Deliverables 




Purpose 


> 
The 
planning 
and 
development 
phase 
is 
designed 
to 
help 
you 
develop 
relationships, 
knowledge, 
and 
skills 
needed 
for 
you 
to 
become 
enhanced 
change 
agents 
in 
your 
organization 
and 
TA 
providers 
in 
your 
state. 


> 
It 
is 
also 
designed 
to 
help 
you 
identify/narrow 
your 
focus. 


> 
Identify 
the 
communities 
and 
organizations 
you 
will 
work 
with. 


> 
Identify 
the 
specific 
needs/gaps 
you 
will 
be 
addressing 
during 
implementation. 


> 
Identify 
the 
activities 
you 
will 
implement 
to 
address 
those 
needs 
and 
promote 
change 
in 
your 
organizations. 


> 
It 
is 
an 
evolving 
and 
unfolding 
process. 


Slide 
4 
• 
November 
3, 
2009 




Slide 5 • November 3, 2009 
The Process 
Your Focus 
Developing 
Your 
Strategic 
Plan 
Developing 
Your 
Strategic 
Plan 
Strengthening 
Your 
Collaboration 
Strengthening 
Your 
Collaboration 
Designing 
Your 
Assessment 
Designing 
Your 
Assessment Conducting 
Your 
Assessment 
Conducting 
Your 
Assessment 
Documenting 
Your 
Findings 
Documenting 
Your 
Findings 
Selecting 
Your Pilot 
Sites 
Selecting 
Your Pilot 
Sites

Slide 6 • November 3, 2009 
The Deliverables 
Strategic 
Plan 
Key 
Findings 
Report 
Needs 
Assessment 
Plan 
Collaboration 
Charter 
Your Focus 
Pilot Site 
Selection 
Memo

Strengthening Your 
Collaboration 
StrengtheningYourCollaboration
Goals 
Sample 
Topics 
to 
Explore 
Guiding 
Principles 
Deliverable 




GoalsGoals
> 
Learn 
about 
the 
agencies 
and 
people 
that 
make 
up 
your 
collaboration, 
as 
well 
as 
the 
organizations 
they 
support 
throughout 
the 
state. 


> 
Explore 
the 
philosophical 
perspectives, 
foundational 
issues 
and 
principles 
that 
underlie 
this 
work. 


> 
Develop 
a 
joint 
vision, 
mission, 
and 
values 
to 
guide 
your 
work 
together. 


> 
Agree 
upon 
your 
work 
process. 



Slide 
8 
• 
November 
3, 
2009 



8 




ExamplesofQuestionstoExploreExamplesofQuestionstoExplore
> 
What 
do 
we 
mean 
when 
we 
use 
common 
words 
like 
domestic 
or 
sexual 
violence, 
disability, 
safety, 
empowerment, 
etc.
? 


> 
What 
do 
we 
believe 
about 
mandatory 
reporting, 
and 
what 
will 
our 
process 
be 
for 
mandatory 
reporting? 


> 
How 
can 
we 
build 
off 
of 
our 
past 
work 
and 
connections 
in 
the 
state 
to 
make 
the 
most 
of 
this 
grant 
opportunity? 


> 
Who 
can 
make 
decisions 
on 
behalf 
of 
their 
organizations, 
and, 
for 
those 
who 
can’t, 
how 
can 
we 
best 
engage 
the 
decision-maker? 


> 
What 
strategies 
can 
we 
use 
to 
get 
buy-in 
for 
this 
work 
within 
our 
organizations? 


Slide 
9 
• 
November 
3, 
2009 




Table 
Discussion 


• 
What 
are 
some 
activities 
that 
you 
could 
do 
to 
strengthen 
your 
collaboration? 
• 
What 
are 
some 
of 
the 
key 
questions 
you 
are 
interested 
in 
exploring 
among 
your 
collaboration? 
Slide 
10 
• 
November 
3, 
2009 




Deliverable1:CollaborationCharterDeliverable1:CollaborationCharter
> 
Vision 
Statement 
> 
Mission 
Statement 
> 
Values 
& 
Assumptions 
> 
Member 
Agencies 
> 
Contributions 
& 
Commitments 
> 
Decision-Making 
Process 


> 
Process 
> 
Authority 
> 
Conflict 
Resolution 
Plan 


>Confidentiality 
Agreement 
>Mandated 
Reporting 
Req. 
>Communications 
Plan 
>Internal 
>External 
>Draft 
Work 
Plan 
>Glossary 
of 
Key 
Terms 


Slide 
11 
• 
November 
3, 
2009 




Why 
create 
a 
charter? 


Slide 
12 
• 
November 
3, 
2009 




SelectingYourPilotSitesSelectingYourPilotSites
Overview 
The 
Process 
Deliverable 




Overview 


> 
The 
purpose 
of 
this 
part 
of 
the 
planning 
phase 
is: 


> 
To 
provide 
an 
opportunity 
for 
you 
to 
agree 
upon 
a 
vision 
for 
your 
work 
with 
your 
pilot 
sites 
and 
criteria 
they 
should 
meet 
given 
your 
goals, 
influence, 
and 
resources. 


> 
To 
identify 
potential 
pilot 
sites 
organizations 
that 
meet 
your 
criteria. 


> 
To 
create 
a 
process 
for 
engaging 
potential 
pilot 
site 
organizations 
and 
securing 
their 
commitment. 


> 
To 
select 
the 
pilot 
sites/organizations 
that 
are 
the 
best 
fit, 
most 
likely 
to 
succeed, 
and 
feasible 
for 
you 
to 
work 
with. 


> 
A 
pilot 
site 
could 
be 
defined 
by 
a 
city, 
a 
county, 
or 
multi-county 
area. 
It 
depends 
on 
how 
services 
are 
delivered 
in 
your 
area. 


> 
Grantees 
typically 
select 
between 
1 
and 
3 
pilot 
sites 
to 


work 
with. 


Slide 
14 
• 
November 
3, 
2009 




The 
Process 


> 
Determine 
what 
your 
ideal 
pilot 
site/pilot 
site 
organizations 
would 
be 
like. 
> 
Community 
characteristics 
> 
Organizational 
affiliations 
> 
Organizational 
characteristics 


> 
Based 
on 
your 
knowledge 
of 
the 
organizations 
you 
are 
affiliated 
with 
around 
the 
state, 
identify 
potential 
communities 
and 
organizations 
that 
fit 
your 
criteria. 


> 
Compare 
your 
lists 
and 
identify 
potential 
communities 
and 
organizations 
that 
fit 
your 
general 
criteria. 


Slide 
15 
• 
November 
3, 
2009 




Process 
cont’d… 


> 
Create 
a 
plan 
for 
how 
you 
will 
engage 
those 
potential 
pilot 
site 
organizations 
and 
secure 
their 
commitment 
for 
participating 
in 
this 
process. 


> 
Who 
will 
you 
approach, 
how, 
and 
when? 
> 
How 
will 
you 
describe 
your 
work? 
> 
What 
will 
you 
ask 
of 
them 
(i.e.
, 
what 
contributions 
and 


commitments 
do 
you 
want 
them 
to 
make)
? 
> 
What 
will 
you 
offer 
them 
in 
return? 
> 
How 
will 
you 
formalize 
your 
work 
together? 


> 
Submit 
plan 
to 
OVW 
for 
approval. 
> 
Once 
approved, 
start 
engaging 
the 
potential 
pilot 
site 
organizations 
and 
secure 
their 
commitment. 


Slide 
16 
• 
November 
3, 
2009 




Deliverable2:SiteSelectionMemoDeliverable2:SiteSelectionMemo
> 
An 
overview 
of 
your 
collaboration 


> 
The 
criteria 
you 
developed 
for 
selecting 
your 
pilot 
sites/organizations 


> 
A 
description 
of 
the 
process 
you 
used 
internally 
to 
apply 
your 
criteria 


> 
The 
potential 
pilot 
sites/organizations 
you 
identified 
after 
applying 
your 
criteria 


> 
Your 
plan 
for 
engaging 
potential 
pilot 
sites, 
including 
key 
talking 
points 
any 
materials 
you 
will 
distribute 
to 
them 


Slide 
17 
• 
November 
3, 
2009 




IdentifyingStrengthsandNeedsIdentifyingStrengthsandNeeds
Purpose 
& 
Goals 
Key 
Activities 
Deliverables 




PurposePurpose
> 
Short-term 
> 
Get 
practical 
information 
about: 
> 
Your 
organization’s 
capacity 
to 
address 
violence 
against 
women 


with 
disabilities 
in 
its 
work; 
> 
Your 
organization’s 
capacity 
to 
provide 
technical 
assistance 
on 


this 
issue 
in 
your 
state; 
and 
> 
Pilot 
sites’ 
organizational 
capacities 
to 
serve 
survivors 
with 


disabilities 
and 
Deaf 
survivors. 
> 
Determines 
your 
range 
of 
possible 
implementation 
activities 
> 
Increase 
buy-in 
and 
support 
for 
change 


> 
Within 
collaboration 


> 
Within 
pilot 
site 
organizations 


> 
Long-term 
> 
Collect 
data 
to 
use 
in 
future 
grant 
proposals 


Slide 
19 
• 
November 
3, 
2009 




Basic 
Goals 


> 
Identify 
organizational 
strengths 
> 
Identify 
organizational 
barriers 
> 
Assess 
connections 
between 
organizations 
> 
Identify 
opportunities 
to 
enhance 
the 
capacity 
of 


individual 
organizations 
and 
improve 
the 
connections 
among 
them 


Slide 
20 
• 
November 
3, 
2009 




TheAssessmentisNot…TheAssessmentisNot…
> 
A 
study 
of 
the 
incidence 
and 


prevalence 
of 
violence 
against 
women 
with 
disabilities 


> 
A 
study 
of 
how 
people 
with 
disabilities 
experience 
violence 
and 
abuse 
in 
their 
lives 


>
A 
state-wide 
or 
community-wide 
assessment 


>An 
opportunity 
to 
publish 
your 
findings 
in 
a 
scholarly 
journal 



Slide 
21 
• 
November 
3, 
2009 




Scope 


> 
The 
strengths 
and 
needs 
assessment 
should 
focus 
on 
the 
organizations 
that 
are 
a 
part 
of 
your 
collaboration 
and 
your 
pilot 
sites. 


> 
It 
should 
collect 
more 
qualitative 
data 
than 
quantitative. 


> 
It 
should 
engage 
all 
levels 
of 
the 
organizations 
involved. 


> 
Board 
> 
Leadership 
> 
Front-Line 
Staff 
> 
Volunteers 


> 
It 
should 
engage 
survivors, 
people 
with 
disabilities, 
and 
Deaf 
individuals, 
as 
appropriate. 


Slide 
22 
• 
November 
3, 
2009 




Scopecont’d…Scopecont’d…
> 
The 
size 
of 
your 
needs 
assessment 
will 
depend 
on: 
> 
Availability 
of 
past 
needs 
assessment 
data 
> 
Number, 
size, 
structure, 
and 
staffing 
of 
organizations 
> 
Resource 
allocation 
(time, 
staffing, 
etc.
) 


Slide 
23 
• 
November 
3, 
2009 




Key 
Activities 


> 
Determine 
the 
goals 
for 
your 
assessment. 
> 
Design 
your 
methodology, 
create 
your 
questions, 
and 
develop 


supporting 
materials. 


> 
Assemble 
your 
assessment 
plan 
and 
submit 
to 
OVW. 


> 
Get 
approval 
from 
OVW. 


> 
Pilot 
your 
assessment 
on 
a 
small 
scale. 


> 
Make 
any 
necessary 
changes 
to 
the 
process. 


> 
Discuss 
what 
you 
are 
learning. 


> 
Identify 
your 
key 
findings 
and 
their 
implications. 


> 
Document 
and 
share 
what 
you 
learned. 


Slide 
24 
• 
November 
3, 
2009 




Deliverable3:NeedsAssessmentPlanDeliverable3:NeedsAssessmentPlan
> 
Introduction 


• 
Pilot 
site 
overview 
> 
Goals 
> 
Information 
Sources 


• 
Existing 
• 
New 
> 
Overview 
of 
Methods 
• 
Your 
Methods 
• 
Who 
You 
Will 
Engage 
• 
Number 
(engagements/people) 
• 
Recruitment 
Strategies 
• 
Incentives 
• 
Consent 
& 
Confidentiality 
• 
Safety 
Considerations 
• 
Access 
Considerations 
>Training 
Plans 
>Work 
Plan 


>RSVP 
Forms 
>Scripts 
>Tools 
>Consent 
Forms 
(if 
applicable) 
>Other 
Written 
Materials 


Slide 
25 
• 
November 
3, 
2009 




WhyWriteaNeedsAssessmentPlan?WhyWriteaNeedsAssessmentPlan?
> 
Fosters 
a 
thorough 
and 
thoughtful 
process 
to 
determine 
needs 
among 
your 
agencies 
and/or 
pilot 
site 
organizations. 


> 
Allows 
your 
collaboration 
to 
proactively 
identify 
and 


determine 
all 
of 
the 
aspects 
that 
will 
go 
into 
your 
needs 
assessment 
process. 
> 
Documents 
agreements 
among 
collaborative 
members 
about 
resource 
allocation 
(including 


individual 
roles, 
responsibilities, 
and 
timeframes)


> 
Ensures 
consistency 
in 
conducting 
the 
needs 
assessment 
process. 


> 
Communicates 
plan 
to 
OVW. 


Slide 
26 
• 
November 
3, 
2009 




Deliverable4:KeyFindingsReportDeliverable4:KeyFindingsReport
> 
Overview 
of 
Collaboration 
> 
Overview 
of 
Planning 
Phase 
> 
Overview 
of 
Pilot 
Sites 
> 
Purpose/Goals 
of 
Needs 
Assessment 
> 
Brief 
Summary 
of 
Methodology 
> 
Key 
Findings 
& 
Implications 


> 
Collaboration 
> 
Pilot 
Sites 


> 
Conclusion 


Slide 
27 
• 
November 
3, 
2009 




DevelopingYourStrategicPlanforChangeDevelopingYourStrategicPlanforChange
Purpose 
Guidelines 
Deliverable 




PurposePurpose
> 
Short-term 
(thru 
end 
of 
grant) 
> 
Proposal 
to 
OVW 
for 
your 
implementation 
activities 
> 
Within 
Collaboration 
> 
Within 
Pilot 
Sites 
> 
Explains 
key 
initiatives 
and 
activities 
> 
Outlines 
work 
plan 
for 
accomplishing 
activities 


> 
Long-term 
(beyond 
the 
life 
of 
the 
grant) 
> 
Road 
map 
for 
the 
future 
> 
States 
areas 
of 
interest 
for 
future 
work 
and 
provides 
justification 


Slide 
29 
• 
November 
3, 
2009 




GeneralGuidelinesforActivitiesGeneralGuidelinesforActivities
> 
Consistent 
with 
grant 
program 
vision 
and 
parameters 


> 
Consistent 
with 
collaboration’s 
vision 
and 
mission 


> 
Fosters 
change 
within 
the 
organizations 
in 
the 
state-
level 
collaboration 
and 
the 
organizations 
in 
the 
pilot 
sites 


> 
Fosters 
change 
in 
both 
disability 
and 
violence 
against 
women 
organizations 


> 
Emphasizes 
increased 
accessibility 
and 
responsiveness 


Slide 
30 
• 
November 
3, 
2009 




Guidelines 
cont’d… 


> 
Improvements 
are 
made 
to 
inter-agency 
relationships 
and 
individual 
agencies’ 
budgets, 
policies, 
practices, 
knowledge, 
etc. 


> 
Responds 
to 
needs 
that 
emerged 
in 
the 
needs 
assessment 


> 
Responsible 
ordering 
and 
timing 
of 
initiatives 


> 
Positions 
your 
collaboration 
for 
future 
work 


Slide 
31 
• 
November 
3, 
2009 




Deliverable5:StrategicPlanDeliverable5:StrategicPlan
> 
Overview 
of 
Collaboration 
> 
Overview 
of 
Planning 
Phase 
> 
Overview 
of 
Pilot 
Sites 
> 
Brief 
Summary 
of 
Needs 
Assessment 
Findings 


> 
Within 
Collaboration 
> 
Across/Within 
Pilot 
Sites 


Slide 
32 
• 
November 
3, 
2009 




Deliverable5cont’d…Deliverable5cont’d…
> 
Overview 
of 
Key 
Short-Term 
Initiatives 
> 
Justification 
of 
why 
those 
initiatives 
were 
selected 


> 
In-Depth 
Review 
of 
Each 
Short-Term 
Initiative 


> 
State 
and 
justify 
the 
key 
activities. 
> 
What 
are 
the 
activities? 
When 
will 
they 
be 
done? 
> 
Who 
will 
be 
involved? 
What 
will 
their 
role 
be? 
> 
What 
are 
the 
anticipated 
results? 


> 
How 
will 
the 
initiative 
result 
in 
systems 
change? 
> 
How 
will 
the 
changes 
be 
sustained 
beyond 
your 
work? 


Slide 
33 
• 
November 
3, 
2009 




FromNeedsAssessmenttoStrategicPlanFromNeedsAssessmenttoStrategicPlan
Survivors 
People with 
Disabilities 
VAW Service 
Providers 
Disability Service 
Providers 
Slide 
34 
• 
November 
3, 
2009