The Technical Assistance Toolkit (Formerly “Technical Assistance Guidelines for State Agencies”) has been developed to support California state agencies and other public and private funders in developing technical assistance programs that make a meaningful difference in under-resourced communities. Due to historic and continued under-investment, under-resourced communities often lack the staff capacity, partnerships, or resources to secure competitive funding and implement projects and policies. Technical assistance and capacity building support can be pivotal in leveling the playing field and ensuring that State resources go to the communities that need them the most.
Recognizing the importance of technical assistance in advancing equity, the State of California enacted Senate Bill 1072 (2018, Leyva), directing SGC to develop this guidance. The Technical Assistance Toolkit offers a step-by-step process and set of checklists to design a technical assistance program, along with sections offering guidance on day-to-day implementation and effective evaluation. This web-based playbook also includes case studies, templates, and other resources to help ensure the success of any TA effort. effective evaluation. This web-based toolkit also includes case studies, templates, and other resources to help ensure the success of any TA effort.
Toolkit FAQ
Please visit this page for a list of frequently asked questions about the Technical Assistance Toolkit.
Getting Started
This section recommends a six-step process intended to help program staff determine the key elements and structure for a TA program.
Analyzing Needs and Gaps
Setting Goals and Intended Outcomes
Determining the TA Program Structure
Identifying a Funding Source
Selecting TA Providers and Recipients
Develop a Feedback Loop
Implementing Technical Assistance
This section offers detailed guidance to ensure successful day-to-day management and meaningful outcomes for your TA program.


How to spread the word about your technical assistance effort
Learn more about storytelling

Use outreach and engagement to build equitable technical assistance
Learn more about outreach and engagement


How to make sure your technical assistance achieves desired outcomes
Learn more about project management
