Documentation & Assessment
Service Coordination
Toolkit
CHW Model Best Practices Toolkit Sec 2
Author: Center for Community Health Alignment
Region: South Carolina
Last modified: 17 May 2026
Working Effectively with Community Health Workers
“Getting Started: Designing an Effective CHW Program” highlighted tips for getting
your CHW program started. This next section will provide tips on how to best integrate
Community Health Workers (CHWs) into your team and organization. When starting
a new CHW program or expanding an existing program, there are a few key areas to
consider. Complete the below assessment to determine where your organization can
start. Note: these questions are just a starting point to assist with this work and it is okay
to answer, “not sure”.
This toolkit section will help you with:
- Developing new or revising existing workflows.
- Assessing individual and community needs and identifying populations that CHWs can serve.
- Establishing CHW Caseloads.
- Documenting CHW Activities.
- Establishing effective team communication and feedback loops.