Hauora Assessment & Goal Plan

Hauora Assessment & Goal Planning Tool

Overview

The Hauora Assessment and Goal Planning Tool is a structured, culturally responsive process used within Kotahi to assess client wellbeing and co-create meaningful goals. It draws on models such as Te Whare Tapa Whā and Pacific wellbeing frameworks, supporting holistic engagement across multiple domains of life.

This tool supports:

• Strengths-based assessments
• Culturally meaningful outcome tracking
• Client-led goal setting
• Progress monitoring across services

Purpose

• To assess a client or whānau member’s overall wellbeing across multiple domains
• To identify aspirations and co-develop goals with clear, measurable outcomes
• To inform service delivery and enhance reporting accuracy
• To track client progress from entry to exit through visual and narrative tools

Hauora Domains

Domains represent key areas of wellbeing. Each domain contains:

• Outcome Areas – specific themes within a domain
• Outcomes – measurable results used for tracking change

Example Domain Structure

Domain

Financial Security

Outcome Area: Basic Needs

Outcome: Able to afford food and housing

Outcome Area: Future Planning

Outcome: Has emergency savings or plan

Domains may include:

• Whānau / Family Relationships
• Cultural Identity and Belonging
• Physical Health
• Mental and Emotional Wellbeing
• Spiritual Wellbeing
• Safety and Protection
• Education and Employment
• Financial Wellbeing
• Housing and Environment
• Social Connection
• Self-Determination and Autonomy

Setting Up Domains (Admin)

Admins can define and customise domains via:

1. Go to Configuration Menu → Hauora Domains
2. Create a Domain → Add Outcome Areas → Add Outcomes
3. Ensure each item is marked Active and logically grouped

Each Domain can contain multiple Outcome Areas and Outcomes, which can be linked to client goals.

Building the Assessment

To create an assessment:

1. Go to Hauora Assessment Types
2. Create a new type and assign it to relevant services
3. Link it to existing Domains
4. Add custom questions per Domain (with help text if needed)
5. Publish the assessment for staff to use

Completing the Assessment (Staff)

• Staff access the Hauora Assessments tab on a client’s profile
• Select Create New Hauora Assessment
• For each question:
  • Select alignment level (Strongly Disagree to Strongly Agree)
  • Add optional notes
• Use the domain summary area to reflect on overall insights

Scoring is visualised using percentages and a spider graph, showing baseline and follow-up assessments side by side.

Creating the Goal Plan

After completing an assessment:

1. Navigate to the Hauora Goal Plans section
2. Click Create Plan
3. Enter client aspirations (free text)
4. Add one or more Goals:
   1. Description
   2. Start and Due Dates
   3. Service
   4. Domain → Outcome Area → Outcome
5. For each Goal, add Actions:
   1. Assign staff or whānau responsibility
   2. Set timeframes and tasks
   3. Link to relevant whānau if needed

Reviewing and Updating Plans

• To review a goal or action: double-click the item
• Update status, notes, and review date
• Save changes to track progress
• Visual indicators show goal and action completion

Reports and Oversight

• Staff can view client summary pages with assessment and goal plan data
• Managers have admin-level reporting access to view:
  • Overdue goals
  • Staff activity
  • Client engagement across domains