Chapter 6: Process Model
Tools, worksheets, and additional resources
Tools & worksheets
Preliminary Information Gathering: Key Informants and Community Perspectives
“The purpose of this worksheet is to help you think through a few of the concepts and approaches you’ll want to consider as you develop this stage of your overall engagement strategy.”
Solutions and Actions Identification Worksheet
Once you have reached a consensus with respect to your priority issue(s) you can use this worksheet as the basis for thinking through the potential solutions your group may want to develop to address them.
Stakeholder Identification Worksheet
This worksheet is designed to help you identify and match the five engagement goals to the stakeholders you hope to participate in your efforts. This worksheet focuses on helping you identify your broadly defined stakeholders and groups.
Situational Assessment Worksheet
The purpose of this worksheet is to help you consider the range of topics, issues, programs, and people you will want to explore with your participants or leadership group.
Initial Meeting Planning Worksheet
The purpose of this worksheet is to help you prepare for the initial meeting(s) with your stakeholder or leadership group.
Background Research and Information Worksheet
The purpose of this worksheet is to help you explore some of the types of data you may want to collect as you begin your engagement project. This might include technical, legal, regulatory, programmatic, or environmental data.
Implementation Plan Template
This template provides a suggested guide that can be used to collaboratively develop an implementation plan for an engagement process.
Engagement Planning Worksheet
This worksheet is intended to serve as a starting point in the development of your overall engagement plan. It is designed to provide a framework for you to increase your ability to:
• Inform citizens and stakeholders about your project and/or goals
• Gather input from citizens and stakeholders regarding their opinions and support for, and assessment of, various actions, goals, and priorities
• Help you better understand and consider citizens and stakeholders concerns, aspirations, and ideas for addressing your specific need
• Assist you in identifying alternatives, consequences, and preferred solutions
• Help you identify stakeholders groups, leaders and citizens that can guide decision-making and contribute to implementation or contributing to solutions.
Developing Effective Surveys
“This outline provides you with a range of concepts and issues you will need to explore as you consider developing a survey.”
Communications Plan Worksheet
This worksheet offers a number of prompts designed to support you in thinking through issues you will need to consider as you develop a Communication Plan for your organization or engagement initiative.
Additional resources
Sustainability Planning Workbook
This workbook, written by Walt Whitmer, guides the reader through some of the key topics in sustainability planning.
Six Strategic Steps for Situational Assessment
This guide, published by Public Health Ontario, offers steps to conduct a systematic situational assessment. “A situational assessment is a systematic process to gather, analyze, synthesize and communicate data to inform planning decisions.”
Steps to Building an Effective Communication Plan
From identifying your goals to evaluating your efforts, this two-page, six-step guide produced by the Water for Agriculture team outlines the communication planning process.
Effective Community Engagement Workbook
Comprehensive guide and workbook to provide users with information and resources to help plan and implement community engagement activities.