Standards for private organizations

2020 Edition

Community Change Initiatives (CCI) 6: Planning and Monitoring Progress

The organization works with stakeholders to develop and monitor a results-oriented plan that is based on the findings of the community assessment, and guides the initiative’s activities and projects.


Rather than following a linear path, planning and action often occur simultaneously and interactively throughout the course of an initiative. Accordingly, although planning is an essential part of the improvement process, initial planning need not be exhaustive. Instead of striving to develop an all-encompassing plan before taking any action, some organizations may launch some tangible activities with visible benefits early in the initiative in order to build momentum, keep stakeholders motivated, and increase the likelihood of success.
2020 Edition




Community Change Initiatives mobilize the community for action, strengthen the capacity of residents and organizations to effect and sustain change, build and improve neighborhoods, and lay the groundwork for future progress.
All elements or requirements outlined in the standard are evident in practice, as indicated by full implementation of the practices outlined in the Practice Standards.
Practices are basically sound but there is room for improvement, as noted in the ratings for the Practice Standards; e.g.,
  • Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality; or
  • Procedures need strengthening; or
  • With few exceptions, procedures are understood by staff and are being used; or
  • For the most part, established timeframes are met; or
  • Proper documentation is the norm and any issues with individual staff members are being addressed through performance evaluations and training; or
  • Active client participation occurs to a considerable extent.
Practice requires significant improvement, as noted in the ratings for the Practice Standards. Service quality or program functioning may be compromised; e.g.,
  • Procedures and/or case record documentation need significant strengthening; or
  • Procedures are not well-understood or used appropriately; or
  • Timeframes are often missed; or
  • Several client records are missing important information; or
  • Client participation is inconsistent. 
Implementation of the standard is minimal or there is no evidence of implementation at all, as noted in the ratings for the Practice Standards; e.g.,
  • No written procedures, or procedures are clearly inadequate or not being used; or 
  • Documentation is routinely incomplete and/or missing.      
Self-Study EvidenceOn-Site EvidenceOn-Site Activities
  • Planning and monitoring procedures
  • Copy of plan(s) 
  • Evidence of collaboration with stakeholders from the previous six months (i.e., meeting notices, meeting agendas, meeting minutes, correspondence, documentation of decisions)
  • Documentation that demonstrates implementation of projects and activities (e.g., letters confirming projects and activities)


  • Interviews may include:
    1. Program director
    2. Relevant personnel
    3. Stakeholders
  • Observe community meetings, if possible
  • Observe community activities and projects, if possible

CCI 6.01

The organization actively involves stakeholders in developing a plan for community change that is:
  1. based on the community assessment;
  2. results-oriented;
  3. tailored to local conditions and priorities; and
  4. respectful of diversity and difference.
NA The organization only provides technical assistance to community change initiatives.

CCI 6.02

The plan addresses:
  1. priorities and areas of focus;
  2. the community’s current readiness to take action on a particular issue;
  3. measurable goals and desired outcomes;
  4. strategies for achieving goals and desired outcomes;
  5. resources and skills needed to implement strategies and activities;
  6. reasonable timeframes for implementing activities and achieving goals;
  7. the roles and responsibilities of different stakeholders;
  8. measures for tracking and evaluating progress; and
  9. strategies for promoting the long-term sustainability of the initiative and its achievements.
NA The organization only provides technical assistance to community change initiatives.
Examples: Factors affecting a community’s readiness to take action on a particular issue can include the community’s resources, priorities, and motivation to act.

CCI 6.03

The organization coordinates with other local groups to ensure there is no duplication of effort or competing priorities.
NA The organization only provides technical assistance to community change initiatives.

CCI 6.04

The organization works with relevant stakeholders to implement activities and projects that:
  1. address the priorities and goals specified in the plan; 
  2. build or improve some aspect of the community; and
  3. allow stakeholders to collaborate in a way that builds social and human capital.

CCI 6.05

The organization periodically reevaluates the implementation and ongoing appropriateness of the established plan, including: 
  1. assessing the degree to which community stakeholders have become engaged in the initiative;
  2. ensuring that the organization and relevant community stakeholders are fulfilling their identified responsibilities as outlined in the plan; 
  3. responding to any issues that arise or circumstances that change during the course of the initiative; 
  4. conducting data-driven evaluation of progress towards goals including identifying areas of success and areas in need of additional effort; 
  5. evaluating whether the priorities and goals included in the plan are still applicable and appropriate; 
  6. making any adjustments or modifications needed to achieve goals; and 
  7. expanding the plan to address additional community priorities, if applicable and appropriate.
NA The organization only provides technical assistance to community change initiatives.