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Situation Appraisal

purpose

Address complex situations

answers

How do I begin to understand and address this complex issue?

The Process

Situation Appraisal allows stakeholders of complex situations to develop the necessary clarity and understanding to move forward.

Used For

Conflict resolution
Airing stakeholder concerns
Preparing for a new initiative
Examining a multi-faceted, complicated issue

About Situation Appraisal

Sometimes with complicated issues, it’s hard to know where to begin—especially when opinions differ. Situation Appraisal provides a framework to include diverse stakeholders and build a shared understanding. With increased specificity and insight comes clarity about how best to move forward.

Key Steps

1. See the Issues

Using our questioning techniques, leaders are able to identify key issues and consider all perspectives.

2. Clarify the Issues

Allowing stakeholders to clarify issues is key to a deeper understanding.

3. Assess Priorities

Prioritizing issues is more that just hitting deadlines. Our process helps you get things done right.

4. Name Next Steps

Developing a plan with what, who and by when ensures that the work gets done.

what people are saying

“A great way to allow all voices to be heard; create understanding and trust.”

Jill Courtier, Teaching/Learning Coach

Colorado Springs (CO) School District 11

“Using this process helps alleviate stress and concern and allows people to be heard, move beyond their emotions and identify priorities. It allows for the group to begin their journey productively.”

Dr. Terese Boegly, Principal

Colonial (PA) School District

“SA was used due to the complex nature and emotional underpinnings of a grade level achievement gap. We will continue to use this tool to organize for improvement.”