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Objectives:

Time Required: 45-60 minutes for individual completion, or 90-120 minutes for a facilitated group process.

Resources Needed: Facilitator, printed or digital worksheet, pens or shared document, optional anonymous survey form, chart paper or whiteboard,

Audience Setting: Group, coalition, team, or organization.

This activity can be adapted for anonymous individual input before a group discussion.

Step 1: Define the scope, start by identifying who this assessment is for

Key decisions:

Step 2: Reflect on the group’s current conditions.

Please answer the questions below to identify both strengths and areas of concern. Encourage people to answer honestly, based on their experiences in the group:

  1. Shared Wellbeing:
    1. How are people doing emotionally, mentally, physically, spiritually, and relationally within the group?
    2. What currently helps people feel grounded, supported, and able to stay engaged?
    3. What signs of burnout, disconnection, overwhelm, or exhaustion are showing up?

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Notes:

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  1. Support Needs:
    1. What kinds of support do people need in order to participate more fully and sustainably?
    2. Are people able to ask for support without fear of judgment or burdening others?
    3. What support needs are being met, and which are going unmet?

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Notes:

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  1. Accessibility Barriers
    1. What barriers make participation harder for some people than others?

      Consider language access, transportation, childcare, disability access, sensory needs, technology, finances, and meeting times.

    2. Whose needs are being anticipated, and whose needs are only being addressed when they are raised?

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Notes:

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  1. Resources:
    1. What resources already exist within the group that support collective care?

      This could include people, practices, relationships, skills, partnerships, meeting norms, funding, or physical spaces.

    2. What resources are missing?