Add Situation Assessment

Learn how to complete the situation assessment for an action plan in PEARS.

The Situation Assessment section captures background context for your action plan, including whether a needs assessment was performed, the situation your programming addresses, and the public value your plan provides.

1

Navigate to the Situation Assessment Page

After completing the Collaborators step (or the Custom Data step, if your organization has custom data configured), PEARS directs you to the Situation Assessment page. You can also access it from the action plan detail page by clicking Situation Assessment in the progress panel.

This section appears only when the plan includes evaluation. If Does this plan include evaluation? is set to No on the General Information form, PEARS skips ahead to the Outputs page.

2

Indicate Whether a Needs Assessment Was Performed

In the Was a needs assessment performed for this action plan? field, select Yes or No.

If you select Yes, the Brief description of assessment results field appears. Enter a summary of the needs assessment findings.

NOTE: If you select Yes, the description field is required. You must provide a summary of the assessment results before continuing.

3

Enter a Situation Statement

In the Situation statement field, describe the problematic condition or issue that demands a programmatic response. This sets the context for your action plan's goals and outcomes.

4

Enter the Public Value (if applicable)

In the Public value field, describe the public benefit that your programming provides. This field is required for state-level plans.

TIP: If your organization has the Public Value Editor AI tool enabled, the Public Value field includes an AI-powered editor that can draft a statement based on your needs assessment results, situation statement, and any additional context you provide. Click the AI button in the editor toolbar to open the generation modal.

5

Save and Continue

Click Save and Continue to save the situation assessment and proceed to the Outputs page.

Screenshot: The action plan Situation Assessment form with the needs assessment question set to Yes, the Brief description of assessment results and Situation statement editors filled in, an empty Public value editor, the Save and continue, Save and Cancel buttons, and the Progress panel