Program Planning

Self-Assessment: Your Annual Journey


Self-Assessment: Your Annual Journey takes you on a road trip with the Moving Forward Head Start program. It begins with the transition from ongoing monitoring to self-assessment and ends with a move back into the program planning cycle. Along the way, you’ll practice each key aspect of self-assessment in the following phases:

Map of United States with road trip plottedOverviewPRE Self-AssessmentPhase 1: Design the ProcessPhase 2: Engage the TeamPhase 3: Analyze and DialoguePhase 4: RecommendPhase 5: Prepare ReportPOST Self-AssessmentWrap-Up


Learn about new thinking and best practices for the annual Self-Assessment.

PRE: From Ongoing Monitoring to Self-Assessment

Prioritize what to bring to the annual Self-Assessment.

Phase 1: Design the Process

Identify and invite the right team members to join the team.

Phase 2: Engage the Team

Orient your Self-Assessment team. Keep your team on the right path with helpful facilitation techniques.

Phase 3: Analyze and Dialogue

Explore data analysis techniques and keep dialogue flowing throughout the team process.

Phase 4: Recommend

Group discoveries into themes. Sort recommendations based on these themes into: Progress on Goals and Objectives, Systemic Issues, and/or Innovations.

Phase 5: Prepare Report

Determine where information belongs in the final report.

POST: From Self-Assessment to Program Planning

Make the link from Self-Assessment back to each part of ongoing program planning.


Download all resources and forms from this module.

The module takes approximately one hour to complete. In order to fully understand the new thinking on self-assessment, we strongly recommend you work through each phase. If time does not permit, select the phases that best match your interest, knowledge, and needs regarding the annual self-assessment.


This product was prepared under Grant #90HC0006 for the U.S. Department of Health and Human Services, Administration for Children and Families, Office of Head Start, by the National Center on Program Management and Fiscal Operations.

Topic:Program Planning


Resource Type: Article

Audience: Directors and Managers

Last Updated: February 4, 2019