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Planning for engagement helps you to step out how you will implement your activities

  • It helps define your engagement objectives, techniques and how you will provide feedback.
  • Allows you to create a step-by-step roadmap of responsibilities, tasks and supporting communication tactics and tools.
  • Helps you revisit your purpose if the project ‘loses its way’.
  • Can help demonstrate how it will add value to the project.
  • Can help to motivate teams and gain commitment to the engagement process.
  • Can help you get management commitment to the project (with a signed document).

Key steps in the planning stage are:

  • know your purpose (a clear statement about the decision to be made)
  • define your engagement objectives
  • identify what is negotiable and non-negotiable (what can and can't be influenced)
  • undertake a community and stakeholder analysis
  • determine appropriate engagement tools and techniques
  • consider the parameters and limitations of your project and engagement
  • identify potential risks and mitigation strategies
  • plan how you will report back and close the feedback loop
  • decide how you will know if your engagement was successful (evaluation)

Use the Better Together Engagement Plan template (DOC, 185KB) to get you started.