Appendix C Toolkit
Tool 1. Stakeholder Identification Table
About Tool 1: Involving internal and external stakeholders in the M&E process for your non-clinical HIV TLC program is critical and
ensures that M&E activities reflect the priorities and needs of your agency and community. Tool 1 helps you think about those persons who are involved in the planning, delivery, consumption, and advocacy of your program. You should complete Tool 1 to identify those groups, representatives, and individuals who are impacted by your program and can advocate for the services. If possible, complete a first draft of this tool before you reach out to stakeholders so that you can identify commonalities among the stakeholders in terms of information needs and/or anticipated challenges. If you identify groups as stakeholders in this tool, make sure to identify a specific individual who can serve as a representative for that group in the M&E process. Agencies may also choose to use this tool as a means to create or identify members for a community advisory board.
When completing this tool, be sure to gather input from multiple individuals with differing perspectives and experiences, including agency leaders (i.e., executive director), program managers and directors, staff providing HIV testing and linkage, and community representatives. Gathering this input will ensure that a comprehensive list of stakeholders is identified for your non- clinical HIV TLC program. You may wish to revisit this tool after initially engaging stakeholders, since they may identify others who should be involved.
How New Programs Can Use This Tool: As a new program who is planning to implement a non-clinical HIV TLC program,
building partnerships with your community and within your agency will be major milestones. This tool is designed to help you identify all of the individuals who are interested, invested, and involved in your program, as well as those who will benefit from receiving M&E findings. Working through this tool can also help you establish a community board of advisors who can offer input on program strategies and approaches, help you plan and target your services, and provide feedback on your program.
How Established Programs Can Use This Tool: Agencies who have already implemented a non-clinical HIV TLC program can
complete and revisit this tool on a regular basis to ensure that their M&E stakeholder group or advisory board are inclusive of multiple perspectives and representative of those planning, delivering, and receiving HIV TLC services.
How Health Departments and Other Funders Can Use This Tool: Health departments and other funders may find this tool
helpful for use with local grantees or contractors. You may ask grantees to include this tool in a grant application to identify those individuals and groups within their agency and community with whom they will engage as a part of program planning, delivery, and improvement. Health departments or other funders may also wish to adapt this tool for use with other interventions or services.
Instructions for Completing Tool 1. Stakeholder Identification Table
What is the purpose of this tool? This tool can help you catalogue individuals within your agency and the community you serve
who can contribute to your M&E plan and who will benefit from M&E findings. You may also choose to involve the persons or groups identified in this tool in your agency’s advisory board or HIV prevention planning group.
Who should complete this tool? You may choose to complete this tool for each program or for each non-clinical HIV TLC
setting/venue. In each case, involve those persons who are familiar with the program, such as managers and coordinators, when identifying stakeholders.
When should this tool be completed? Complete this tool at the beginning of your M&E process, each time you revise your M&E
plan, after you have started discussions with your stakeholders, or as a means to creating and updating an advisory board. You may choose to do this yearly or more frequently if needed.
How should this tool be completed? Use the questions provided in the left column to start identifying stakeholders for the
program. You may modify the table to list as many stakeholders as you think of for each question. Record the following in each of the designated cells:
• Stakeholder’s Position or Group: Record the stakeholder group or individual stakeholder position. If you have identified
an organization or a group as a stakeholder, be sure to specify one individual that can represent that group.
• Internal or External: Record whether this individual works within your agency or is a part of the community. • Information Needs: Record the information that will benefit the stakeholder or that the stakeholder is specifically
requesting.
• Concerns or Anticipated Challenges: Record any concerns or challenges you may have with communicating, engaging,
or sharing findings with this stakeholder.
• Stakeholder Name and Contact Information: Record the name, e-mail address, phone number and any other contact
Example:
Questions Position or Group Stakeholder’s Internal or External? Information Needs Concerns or Anticipated Challenges
Stakeholder Name and Contact Information
Who is managing the
program? Program coordinator Internal Information to improve HIV testing delivery, enhance data quality, inform staff training
None Sally Jones,
[email protected] (512) 555-1234
Tool 1. Stakeholder Identification Table
Agency/Program: Target Population: Date Completed:
Participants:
Questions Stakeholder’sPosition or Group
Internal or
External? Information Needs
Concerns or Anticipated Challenges
Stakeholder Name and Contact Information
Who is managing the program?
Who is collecting or analyzing data? Who represents the populations you serve?
Who represents your priority groups and/or your advisory board? Who can serve (is serving) as a champion for your program in the community?