Coordinated Assessment Toolkit: Planning


Toolkits | August 29, 2013

To learn more about how to incorporate prevention and diversion into your coordinated assessment process, please see our companion Prevention and Diversion Toolkit.

These tools can be used for communities to help them think through what their coordinated assessment system should look like as well as how it will operate. 

Planning Tools

Coordinated Assessment Checklist (National Alliance to End Homelessness)
This checklist, developed by the Alliance, is meant to help communities conceptualize what issues they should begin considering early on in the coordinated assessment planning process. It also offers a timeline within which these actions might take place, though this timeline will vary by community.


Toward Creating a Coordinated Entry and Assessment System for All Homeless Populations in King County (Building Changes)
This report, written by Building Changes, provides guidance and recommendations on how King County and other communities can develop a coordinated assessment process. The report includes research on different communities’ coordinated assessment models and includes recommendations on how to create and manage efficient data systems, assessment processes, and governance structures.

HUD HRE Centralized Intake Paper (HUD)
This paper from HUD's Homeless Resource Exchange (HRE) provides an overview of coordinated assessment and the different models communities have used to implement it. It also presents key issues to discuss during the planning process for a coordinated assessment system, including data and Homeless Management Information System (HMIS) considerations.

Webinars and PowerPoints

Introduction to Coordinated Assessment

Coordinated Entry and Systems Change (2015 National Alliance to End Homelessness)
Coordinated entry, done right, involves a re-examination of a community’s entire homelessness system. This webinar provides an overview of coordinated entry, as well as the critical components: access, diversion, assessment and prioritization, and referral. This webinar is for communities just getting started with coordinated entry, as well as those working to improve existing strategies.  

Conference Presentation from “Introduction to Coordinated Assessment” (2013 National Conference on Ending Homelessness)
Communities that are just getting started with coordinated assessment are likely to have questions about how to design their processes, what tools to use for assessment and data collection, and what stakeholders to bring to the table and how. This workshop served as a “crash course” in everything communities need to know to start their coordinated assessment process on the right foot.

Conference Presentation, "Coordinated Assessment 101: Understanding the Basics" (2013 National Conference on Ending Youth and Family Homelessness)
This presentation includes some basic information and questions communities should ask on beginning planning and implementation of a coordinated assessment process.

USICH Webinar on Implemented Coordinated Assessment (HUD, USICH, Abt Associates) 
This webinar, put on by U.S. Deartment of Housing and Urban Development (HUD) and the United States Interagency Council on Homelessness (USICH), defines coordinated assessment and focuses on its three main goals – to create access to the homeless assistance system, assess households for their needs, and, based on this assessment, assign them to the appropriate intervention. It also provides information on how to develop a good referral system and how communities can prepare for the adoption of a coordinated assessment process.

Conference Presentations from “Coordinated Assessment” (2012 National Conference on Ending Homelessness)
This workshop included an overview of the key concepts of coordinated assessment, information on coordinated assessment models from Philadelphia, Dayton, and Los Angeles, and content on issues that may develop around coordinated assessment.

Advanced Issues with Coordinated Assessment and System Change

Conference Presentations from “Coordinated Assessment: The Advanced Class” (2013 National Conference on Ending Homelessness)
For communities that have started down the path of implementing coordinated assessment, issues such as strict individual program eligibility requirements and long wait lists may pose a challenge to creating larger systems change. This workshop addressed the barriers that communities may face when they are farther along in the planning and implementation phases of coordinated assessment.

Webinar: Coordinated Assessment and System Change (National Alliance to End Homelessness, Abt Associates, Housing Innovations, LLC)
This webinar, conducted on April 11, 2013, discussed coordinated assessment and system change, including how communities can deal with obtaining buy-in to coordinated assessment, individual program eligibility requirements, wait lists, and resource allocation. Speakers included the Alliance's Kim Walker, Matt White from Abt Associates, and Suzanne Wagner of Housing Innovations, LLC.

Understanding the HUD Regulations

Webinar: Implementing Coordinated Assessment Under the New CoC Regulations (National Alliance to End Homelessness)
This webinar describes how the new interim Continuum of Care (CoC) regulations affect coordinated assessment, including what the regulations say about coordinated assessment, recommendations for implementation, and basic next steps for communities to take to develop an effective coordinated assessment process.

Developing Prioritization Standards

Conference Presentations from “Codifying Excellence: Tips for Developing Effective Prioritization and Eligibility Standards” (2013 National Conference on Ending Homelessness)
Every community needs system-wide written standards that clearly describe who will be prioritized for admission to different interventions. These standards will be crucial in developing a system with a standardized coordinated assessment process designed to serve and house the most vulnerable households first. This workshop offered tips for creating standards that will lead to this type of system.

Conference Presentations from “Developing System-wide Prioritization and Targeting Standards” (2013 National Conference on Ending Family and Youth Homelessness)
The new Continuum of Care regulations mandate that communities develop written standards that lay out eligibility and prioritization criteria for transitional housing, rapid re-housing, and permanent supportive housing programs. This workshop, which included representatives from HUD, discussed how homeless assistance systems can take advantage of this new opportunity to codify best practices in terms of targeting and service matching across the system and integrate their new written standards with their coordinated assessment processes. HUD representatives provided guidance on how to develop the standards and which populations communities might consider prioritizing.

This toolkit includes six sections: