Step-by-step guide to conducting a crisis assessment

René de Jong
12/11/23

Evaluating a crisis is essential to learning from it. What went well? And what could be improved? But how do you go about it? In this blog post, I’ll discuss a step-by-step plan for conducting a crisis evaluation.

Let me start with a disclaimer. There are many different ways to conduct a crisis evaluation. So decide for yourself which elements you want to include in your evaluation. With this step-by-step guide, I want to provide you with a framework to which you can add or remove elements as you see fit.

Step 1: Define the objective and scope

Start by defining the purpose and scope of the evaluation. This will help you determine exactly what you want to evaluate. Are you evaluating the entire crisis response? Are you focusing solely on the response of your own crisis management team? Or are you looking at the performance of a specific crisis team? Consider this carefully, as your choice will help determine how much time you will spend on the evaluation.

Step 2: Gather input

Next, consider how you want to collect input for your evaluation. This could include logs, communication materials, and feedback from your crisis management team, such as the crisis team, crisis coordinators, and team leaders. You can collect feedback from individuals in various ways, including through one-on-one interviews, group discussions, or written surveys.

Step 3: Create a timeline

Create a timeline or chronological account of the crisis. This will help you understand the sequence of events, decisions, and actions that took place. Focus on the key moments, such as when the crisis began and when important decisions were made.

Step 4: Identify areas for improvement

Analyze the information you’ve gathered to identify areas for improvement. You can also verify whether actions were taken in accordance with the crisis management plan or specific procedures. Be sure to highlight the things that went well, as these are worth repeating in the future.

Step 5: Prepare an evaluation report

Compile the timeline and your findings into a comprehensive evaluation report. Clearly outline areas for improvement, strengths, and recommendations. Clearly state what has been learned and how these insights can be applied to improve future approaches.

Step 6: Implement improvements

Implement the proposed improvements based on the evaluation results. This could include updating the crisis plan, task sheets, and tailored training sessions and drills. Assign responsibilities for the improvement actions and monitor progress. Finally, be sure to communicate findings and improvements to all levels of the crisis organization to foster engagement and promote a culture of continuous improvement.

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