Key Resources

This list combines all of the Key Resources found in each section of the Community Guide to Adult Oral Health Program Implementation (Oral Health Guide).

  1. Conduct a Needs Assessment
  2. Develop a Vision, a Mission, and Goals
  3. Establish Partnerships
  4. Design the Program
  5. Finance the Program
  6. Implement the Program
  7. Evaluate the Program
  8. Ensure Sustainability

Conduct a Needs Assessment:

  1. American Association for Community Dental Program’s (AACDP) Guide for Developing and Enhancing Community Oral Health Programs, Step 2: Assess Needs and Resources – The American Association for Community Dental Program designed this guide to help local public health agencies develop new community oral health programs or expand existing programs. The second step in this guide presents an overview of needs assessment, which includes organizing and conducting the assessment, analyzing data, and developing recommendations based on the findings.
  2. National Maternal and Child Oral Health Resource Center’s Safety Net Dental Clinic Manual, Chapter 1: Partnerships and Planning – This manual’s first chapter outlines the specific items communities should consider when conducting a needs assessment, including population demographics, oral health needs, accessibility of current oral health care resources, and community perceptions of the need for oral health care resources. A Phase II: In-Depth chart helps identify other important information to collect for a needs assessment.
  3. University of Kansas’ Community Tool Box, Chapter 3: Assessing Community Needs and Resources – The third chapter in this resource contains information on a variety of topics related to conducting a needs assessment, including developing a plan for assessing local needs and collecting baseline data.
  4. Association of State & Territorial Dental Directors’ Assessing Oral Health Needs: Seven Step Model – In this resource, the ASTDD describes a step-by-step model to help state and local dental programs conduct an oral health needs assessment: 1) identifying partners and forming an advisory group; 2) conducting self-assessments to determine goals and resources; 3) planning needs assessments; 4) collecting data; 5) organizing and analyzing data; 6) using data for program planning, advocacy, and education; and 7) evaluating the needs assessment.
  5. National Maternal and Child Oral Health Resource Center’s Financial Management for Safety Net Dental Clinics, Module 1: Strategic Planning – This module from the National Maternal and Child Oral Health Resource Center offer detailed information on how program staff at safety net dental clinics can develop a business plan and can make sound financial decisions during the program planning phase. Module 1.3: Developing a Business Plan presents information on conducting a market analysis.
  6. National Center for Farmworker Health’s Needs Assessment Tools – This website provides tools, webcasts, and health data for conducting a needs assessment for farmworkers’ health. Communities wishing to evaluate oral health needs of special populations can learn about specific concepts, such as focusing the needs assessment on migrant or seasonal populations and taking into account language limitations or literacy level.
  7. Centers for Disease Control and Prevention’s Needs Assessment Template (DOC) – Developed for community groups dedicated to a variety public health issues, the CDC’s Needs Assessment Template can be used by organizations to conduct telephone interviews with potential oral health stakeholders to assess the community’s needs and interest.

Develop a Vision, a Mission, and Goals

  1. University of Kansas’ Community Tool Box, Chapter 8: Developing a Strategic Plan – Section 2 (Proclaiming Your Dream: Developing Vision and Mission Statements) and Section 3 (Creating Objectives) explore the steps your organization can take to develop a vision, a mission, and goals. This chapter includes, as well, checklists and examples that can help you develop these strategic elements.
  2. Washington State Department of Health’s Community Roots for Oral Health: Guidelines for Successful Coalitions – This resource describes ways in which your organization can find common ground for a shared vision and mission in developing an oral health program. In addition, it contains examples and descriptions of a vision, a mission, and goals that oral health programs can consider.
  3. National Association of County and City Health Officials (NACCHO) Mobilizing for Action through Planning and Partnership (MAPP), Chapter 2: Visioning – The National Association of County and City Health Officials’ Mobilizing for Action through Planning and Partnership plan describes a community-driven strategic planning process to improve community health. Chapter 2, on visioning, guides communities through a collaborative, creative process that leads to a shared vision and common values.
  4. National Maternal and Child Oral Health Resource Center’s Safety Net Dental Clinic Manual, Chapter 1: Partnerships and Planning – In Chapter 1’s planning section, the Safety Net Dental Clinic Manual addresses how a clinic’s mission and goals might affect financial sustainability and access to care. A table illustrates how different mission statements yield different policies.
  5. Centers for Disease Control and Prevention’s Division of Oral Health Workbook: Logic Models (PDF) – The CDC has detailed how oral health programs can construct a logic model (diagram that links program inputs and resources to program outcomes and products) to illustrate how programs can accomplish desired outcomes. This resource includes instructions on writing vision, mission, and goal statements for a coalition, organizing these elements within the larger context of developing a plan for an oral health program.
  6. Vanderbilt University Medical Center’s Smart Goals Template (PDF) – Vanderbilt University Medical Center has developed a template that your organization can use to make sure your program goals are specific, measurable, achievable, relevant, and time bound.
  7. Centers for Disease Control and Prevention’s Goals and Objectives Checklist (PDF) – The CDC has developed a checklist of criteria your organization should consider when developing program goals.

Establish Partnerships

  1. University of Kansas’ Community Tool Box, Chapter 7, Toolkits 1 and 8 – This comprehensive resource has checklists and resources for communities to learn about assessment, planning, intervention, evaluation, and advocacy of community programs. Chapter 7: Encouraging Involvement in Community Work, Toolkit 1: Creating and Maintaining Partnerships, and Toolkit 8: Increasing Participation and Membership provide guidance for choosing community partners and maintaining relationships.
  2. Washington State Department of Health’s Community Roots for Oral Health: Guidelines for Successful Coalitions – This guide outlines critical tasks community organizations should complete as they form oral health coalitions, such as developing an action plan. The guide is organized in steps, but the introduction notes the process is generally not linear.
  3. Centers for Disease Control and Prevention’s Basic Strategies for Collective Impact: Partnerships, Coalitions and Collaborations – This document outlines the different roles and activities of state-wide partnerships, coalitions, and collaborations
  4. Association of State & Territorial Dental Directors’ Best Practice Approach Report: State Oral Health Coalitions and Collaborative Partnerships (PDF) – This resource assesses the effectiveness of statewide oral health coalitions and collaborative partnerships, and provides examples to illustrate successful development of such partnerships
  5. Prevention Institute’s Developing Effective Coalitions: An Eight Step Guide (PDF) – This step-by-step guide to coalition building helps partnerships launch and stabilize successfully. It supports advocates and practitioners in every aspect of the process, including determining the appropriateness of a coalition, selecting members, and conducting ongoing evaluations.
  6. Collaboration for Impact’s The Backbone Organization – This resource outlines the various roles a backbone organization may play in collaborative partnerships, as well as misperceptions that communities may have about the role of a backbone organization. The Collaboration for Impact also provides a separate guide for building the “backbone infrastructure,” which includes details on funding, leadership and staff, and data collection.
  7. Centers for Disease Control and Prevention’s Division of Cancer Prevention and Control: Partnership Tool Kit (PDF) – A set of guiding questions that community organizations can use as they advance through the four stages of partnership development.
  8. Association of State & Territorial Dental Directors’ Assessing Oral Health Needs: Seven-Step Model Worksheets (PDF) – The ASTDD developed four worksheets to aid organizations in conducting a needs assessment. Worksheet #1 lists potential organizations and agencies to partner with, and can be used to track contact information for potential community partners.

Design the Program

  1. National Maternal and Child Oral Health Resource Center’s Mobile-Portable Dental Manual – This manual compares mobile and portable dental systems to help organizations design, purchase, and operate oral health care programs. It is a companion manual to the Safety Net Dental Clinic Manual, which provides more general guidance on clinic development and operations to organizations starting safety net dental clinics. Chapters on partnerships, facility design and staffing, and clinic operations are particularly relevant to selecting your program model.
  2. Rural Health Information Hub’s Oral Health Toolkit, Module 2: Rural Oral Health Program Models – Module 2 describes rural oral health models—such as the outreach and education model, the dental clinic model, and the mobile-portable model—and suggests things to think about before adopting one. Although this resource targets organizations planning to operate in rural areas, many of the considerations can be applied more generally.
  3. University of Kansas’ Community Tool Box, Chapter 19 and Toolkit 7 – This comprehensive resource features checklists and other information for communities to learn about assessment, planning, intervention, evaluation, and advocacy of community programs. Chapter 19: Choosing and Adapting Community Interventions and Toolkit 7: Developing an Intervention provide guidelines for selecting and adapting program models.
  4. Community Catalyst’s Addressing Oral Health Needs: A How to Guide – This guide describes several oral health program models and provides examples of programs that have adopted each model. Mobile units, dental clinics, referral programs, and volunteer-based programs are among the models discussed.
  5. National Maternal and Child Oral Health Resource Center’s Mobile-Portable Dental Manual: Dental Clinic Comparison Chart – This chart compares fixed clinic facilities, mobile vans, and portable equipment by listing the pros and cons of each model. Factors to consider include cost, accessibility to the target population, and ease of equipment transport.

Finance the Program

  1. National Maternal and Child Oral Health Resource Center’s Safety Net Dental Clinic Manual – This manual is designed to assist safety net dental clinic staff with clinic development and operations. Chapter 3: Finances covers many technical details of financial planning, such as projecting costs. Excel templates are also provided for budgeting and cash flow projections.
  2. National Maternal and Child Oral Health Resource Center’s Financial Management for Safety Net Dental Clinics – This five-module curriculum covers all aspects of financing a clinic, from planning to management and sustainability. Content was adapted from the Safety Net Dental Clinic Manual.
  3. University of Kansas’s Community Tool Box, Toolkits 14 and 16 – This comprehensive resource contains checklists and resources for communities to learn about assessment, planning, intervention, evaluation, and advocacy of community practices. Toolkit 16: Sustaining the Work or Initiative and Toolkit 14: Writing a Grant Application for Funding discuss business plans and offer guidelines for completing grant applications.
  4. California HealthCare Foundation’s The Good Practice: Treating Underserved Dental Patients While Staying Afloat (PDF) – This guide is intended to help community dental practices enhance clinical and business operations by providing best practices and case studies in strategic planning, client flow, staffing, and business systems.
  5. National Maternal and Child Oral Health Resource Center’s Safety Net Dental Clinic Manual: Interactive Budget Planning Worksheet – This manual contains a budget planning worksheet for dental clinics that uses revenue and expense inputs to generate a financial summary worksheet.
  6. National Network for Oral Health Access’s Operations Manual for Health Center Oral Health Programs: Sample Monthly Financial Dashboard (PDF) – This sample dashboard helps communities track program data that impacts financial status, such as gross charges and number of no-show visits.
  7. University of Kansas’s Community Tool Box: Checklist for Following Funders’ Guidelines – This toolbox contains a checklist that communities can use as they prepare grant applications. It includes editing tips and common application sections.

Implement the Program

  1. National Maternal and Child Oral Health Resource Center’s Clinical Operations for Safety Net Dental Clinics – This resource contains six modules with comprehensive, experience-based information on how dental clinic staff can develop and streamline implementation to improve quality of care and operational efficiency.
  2. DentaQuest Institute’s Best Practices Manual for Safety Net Dental Programs (PDF) – This manual outlines and provides guidance on key steps that safety net dental directors and staff should take as they operate their programs. This includes scheduling, staffing, and billing and collections advice, among others.
  3. National Maternal and Child Oral Health Resource Center’s Safety Net Dental Clinic Manual, Chapter Four: Clinical Operations – This fourth chapter of this manual provides detailed guidance on successfully operating a safety net dental clinic after determining the design and launching the program. The manual covers staffing, inventory management, and safety issues, among other topic areas.
  4. Rural Health Information Hub’s Oral Health Toolkit, Module Three: Implementation of Programs – The third module of this toolkit focuses on how rural oral health programs can effectively implement their programs after selecting a program model. Topics in this module relate to finding the appropriate staff, partners, and resources, and also address specific challenges to expect during implementation.
  5. National Network for Oral Health Access’ User Guide for Implementation of Interprofessional Oral Health Core Clinical Competencies (PDF) – This resource highlights key areas for program implementation and provides guidance on planning, as well as four system areas: training, health information technology, clinical care, and evaluation.
  6. National Network for Oral Health Access’ Operations Manual for Health Center Oral Health Programs – This six chapter manual provides tools and resources for oral health programs located within larger health systems. Chapters essential to implementation are Chapter 3: Financials and Chapter 5: Workforce and Staffing.

Evaluate the Program

  1. University of Kansas’s Community Tool Box, Chapters 36–41 – This toolbox provides comprehensive information for anyone interested in developing healthier communities. Chapters 36 to 41 focus on evaluating community programs and initiatives and maintaining high quality and rewarding accomplishments, respectively.
  2. National Maternal and Child Oral Health Resource Center’s Safety Net Dental Clinic Manual, Chapters 5: Quality Assurance and Quality Improvement and 6: Program Sustainability – The fifth and sixth chapters of this manual provide detailed guidance on quality improvement and program sustainability, focusing specifically on data collection, analysis, and measuring program effectiveness.
  3. National Maternal and Child Oral Health Resource Center’s Mobile-Portable Dental Manual, Chapter 5: Quality Assurance and Quality Improvement – This manual’s fifth chapter focuses on measuring effectiveness and outcomes. It summarizes evaluation basics, explains how to create an evaluation plan, and offers guidance for using evaluation information.
  4. Rural Health Information Hub’s Oral Health Toolkit, Module 5: Evaluating Rural Oral Health Programs – This toolkit’s fifth module covers evaluation of rural oral health programs, providing high-level information on the framework for evaluation, methods and considerations, and metrics commonly used.
  5. Centers for Disease Control and Prevention’s Developing an Effective Evaluation Plan (PDF) – This resource aims to help public health program managers, administrators, and evaluators develop a comprehensive and effective evaluation plan. It covers six steps for developing an evaluation plan and contains exercises, worksheets, and tools to assist along the way.
  6. University of Wisconsin Program Development and Evaluation Unit: Planning a Program Evaluation Worksheet (PDF) – This worksheet outlines five steps in program evaluation as well as poses questions your organization should ask when conducting an evaluation.
  7. Centers for Disease Control and Prevention, Program Performance and Evaluation Office’s Program Evaluation Steps – The CDC developed six connected steps that can be used as a starting point in tailoring an evaluation for a specific public health effort as well as a checklist of items to consider when developing evaluation reports.

Ensure Sustainability

  1. University of Kansas’s Community Tool Box, Chapters 39, 42–46 – The selected chapters in this toolbox focus on communicating information to funders for support, securing financial resources, and planning for sustainability.
  2. Centers for Disease Control and Prevention’s Impact and Value: Telling Your Program’s Story (PDF) – This guidance document focuses specifically on effective strategies for telling your program’s success story, including detailed information on the format, outline, and development of a success story to disseminate findings and market your program.
  3. Centers for Disease Control and Prevention’s Success Story Development Guide (DOCX) – This resource includes a success story template and tips on how to create a success story.
  4. Rural Health Information Hub’s Oral Health Toolkit, Module 6: Dissemination of Rural Oral Health Resources and Promising Practices – Module 6 of this toolkit provides tips for sharing resources and promising practices from oral health programs. The website summarizes common methods for doing so and offers general tips for communicating your program’s success.
  5. Centers for Disease Control and Prevention’s A Sustainability Planning Guide for Healthy Communities (PDF) – This comprehensive 120-page planning guide was designed to help health community coalitions develop sustainable solutions for achieving healthy communities. The guide describes sustainability as it relates to both funding and maximizing other resources, policies, and networks in the community.
  6. Asset-Based Community Development Institute’s Discovering Community Power: A Guide to Mobilizing Local Assets and Your Organization’s Capacity (PDF) – This interactive guide helps organizations enhance their connections with community assets and strengthen current and future community-based projects, activities, and proposals.
  7. W.G. Kellogg Foundation: Template for Strategic Communications Plan – This template outlines the main elements of a strategic communications plan, leaving room for communities to enter information and form their plan.
  8. Consulting Services for Community Solutions’ Sample Sustainability Action Plan (PDF) – This sustainability action plan, featuring a timeline, outlines steps that organizations can take to sustain their intervention.
  9. University of Kansas’s Community Tool Box, Chapter 6: Preparing Press Releases – This resource provides a sample press release and a template for writing a press release.