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Cultural Self-Assessment
 

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2. Processes and Tools for Self-Assessment at the Individual and Organizational Levels

The process of cultural self-assessment is as important as the outcomes. The process should reflect the guiding principles and values that have been chosen as a foundation to the self-assessment and should provide opportunities for organizational change and sustainability. It should also provide opportunities for self-reflection, meaningful growth, and change at the individual level.

At the Individual Level

=Cultural assessment at the individual level provides an opportunity to reflect on and gauge personal levels of cultural and linguistic competency. There are a variety of methods for individual cultural self-assessment. Checklists, rating scales, instruments, and other tools are typically used in health care, mental health, and human services. Other methods such as self-reflection and self-discovery through journal writing, videotaping, and role playing also are reported, particularly in academic settings and inservice training.

An important consideration for choosing a method or tool for self-assessment is to decide first the desired outcome or purpose. There are tools designed:

  • To raise awareness of cultural differences, biases, and stereotypes;
  • To assess attitudes, perceptions, and assumptions;
  • To promote knowledge and skill acquisition and use items that are suggestive of best and promising practices (Crandall, George, Marion, & Davis, 2003; Dolhun, Muñoz, & Grumbach, 2003; Mason, 1996; Mutha, Allen, & Welch, 2002; NCCC, 2004); and
  • To be discipline specific or broadly focus on culture or language.

Other considerations include reliability and validity data for standardized tools and instruments and the general applicability of the tool for the intended user or audience. Cultural and linguistic competency is a relatively young field, and the evidence base is still emerging, including the literature on self-assessment.

At the Organizational Level

=Individual self-assessment, only one aspect of examining cultural and linguistic competence within an organization, should not be used in isolation. Individuals in organizations may feel that their ability to provide culturally and linguistically competent care is compromised by obstacles stemming from organizational values, policies, structures, and practices. Cultural and linguistic competence must be assessed and incorporated at every level of an organization including policy making, administration, practice/service delivery, and consumer and community levels (modified from Cross et al., 1989).

Although the NCCC has found the following steps to be beneficial components of the self-assessment process for health care organizations, they are universally applicable to other organizations, including academic settings.

Cultivate leadership

The leadership of the organization should establish a rationale for and promote self-assessment as an organizational goal and priority. Optimally, emphasis should be placed on encouraging personnel to assume leadership roles at all levels of the organization.

Shared power is an integral principle of leadership development (Covey, 1996; Kouzes & Posner, 1990; Lipman-Blumen, 1996; Melaville & Blank, 1991).

Get “buy-in”

It is important to establish a shared vision that conveys the importance of the self-assessment process to the overall organization, its personnel, and the key stakeholders.

A major benefit of this shared vision is the formation of a coalition of people who are informed and prepared to affect and sustain change to improve the health care system.

Structure support for the assessment process

Convening a committee, work group, or task force clarifies the roles and responsibilities for the self-assessment process. This group should have representation from diverse program and departmental faculty and staff, other faculty and staff within the school and university, students, and key stakeholders in the community at large.

As the primary entity charged with planning and implementing the self-assessment process, this group should have ready access to decision makers or should have the authority to make their own decisions.

Ensure community collaborations and partnerships

A major principle of cultural and linguistic assessment involves getting the input of natural, informal support and helping networks within diverse communities (Cross et al., 1989).

In this process, it is important to recognize that individuals and groups will choose different levels of involvement or ways to participate, which may include serving on task forces or work groups, participating in focus groups, making in-kind or other fiscal contributions, or subcontracting for specific services like meeting facilities or other accommodations.

It is essential that the contributions of each community partner be valued and respected.

 Allocate personnel and fiscal resources

Conducting a self-assessment process is resource intensive, and the successful outcome of the process requires well-crafted allocation of personnel and fiscal resources. That is, it requires a dedicated budget and level of effort for organizational personnel and, in some cases, for key stakeholders in the larger community.

There may be costs for interpretation and translation; consultants/ facilitators; meeting or conference facilities; stipends/honoraria for consumer participation; and printing, mailing, and other dissemination activities.

In particular, consideration should be given to the necessary level of effort for personnel who have responsibility for the process, which may require deferment or reassignment of current workload/duties.

Manage the logistics
It is vital to coordinate effectively the numerous logistical tasks during the self-assessment process. The work group or task force needs to ensure sufficient time to plan and prepare; information must be disseminated in a timely manner to all involved; and a calendar or schedule of activities should be developed.
Analyze and disseminate the data
Work group or task force members need to determine and plan for their involvement in data collection, analysis, interpretation, presentation, and dissemination. This approach is commensurate with culturally competent and participatory action designs in research and evaluation (Brant et al., 1999, revised May 2000; Caldwell, Jackson, Tucker, & Bowman, 1999; Goode & Harrison, 2000).
Take the next steps
The self-assessment process can yield a wealth of information about organizational strengths and areas for growth. Careful consideration should be given to:
  • Establishing organizational priorities
  • Developing a strategic plan with goals and objectives to sustain strengths and address growth areas
  • Allocating necessary resources to accomplish strategic plan goals
  • Sustaining and maintaining partnerships with community stakeholders
  • Incorporating self-assessment results into all levels of the health care system

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