Step 4: Debrief Key Stakeholders

After the team has concluded fieldwork, they often arrange a debriefing with the donor, which provides an opportunity to present preliminary impressions. Increasingly, other key stakeholders—representing both the public and private sectors—are invited to participate in this debriefing, which serves at least three purposes:

  1. It encourages the assessment team to take a first cut at distilling everything they’ve learned and identifying key findings and recommendations.
  2. It provides an opportunity for the team to vet their initial impressions and adjust them as necessary, based on stakeholder feedback.
  3. It generates excitement and momentum around the findings, and potential opportunities for increased engagement of the private health sector.

Most commonly, the team prepares a PowerPoint presentation of key findings and preliminary recommendations to share with local stakeholders. Often, this becomes the basis for the assessment report. This meeting is also a good opportunity to review the scope of work, remaining tasks, and estimated time frame for submitting the report to the donor.

TIP ► In Botswana, the assessment team issued “save the date” postcards to all stakeholders interviewed during the course of the fieldwork, inviting them to a scheduled debriefing at the conclusion of the assessment. This was in part because, due to a limited budget, it wasn’t clear that a later debriefing with stakeholders would be possible.  However, scheduling the debriefing in advance, inviting all participating stakeholders, and convening a larger group was so successful that this has emerged as a best practice.

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