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Find a way to stay connected to keep momentum going — regular email updates, social media

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Assess if the key stakeholders and decision-makers are in the room or how to get them there

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The goal is also to build relationships in the room. Make space for this in addition to the tasks and agenda items that need to get done.

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Consider/track how everyone's work is contributing to the overall goal

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Highlight success stories.

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Understand when in-person vs virtual meetings are appropriate.

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Encourage collaboration between orgs

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Write it down and follow up!

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Celebrate small wins.

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Watch for possible unintended consequences of strategies

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Love to use sticky notes to brainstorm solutions. And have people vote on what’s important to them. Everyone has the same amount of input.

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consider effort/impact and capacity

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Just learned about a RACI chart that is a responsibility assignment matrix

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After ideation phase, discussing what capacity (time, money, skills/experience, knowledge) is needed to move the strategy forward.

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Ideate first and then determine the feasibility. Make sure that there are easier, quick strategies that can help build momentum.

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Make sure each breakout group has at least one person with lived experience.

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If possible, have funders at the table during this part of the process.

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Provide good examples for people to understand each level (similar to the smoking example).

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Agree on shared measurements

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Community Input is the foundation of all strategies. High-level goals cannot be created with confidence and clarity without community

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share examples up front

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Work to develop strategies that address more than one issue.

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Sharing the importance of data to inform their storytelling

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Allowing multiple perspectives to interpret the same data

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When you collect data in conversations with community, continue to reference what they shared in future conversations to connect listening back to strategies.

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Use pictures/maps/storeis rather than statistical analyses.

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Make sure it is not too academic and not understandable to people with lived experience or other fields.

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Adding technical assistance days to inform and teach smaller orgs about the importance of data and giving them options of tools to use

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Also understand the difference between changes and improvements. Not all changes are good, and not all changes lead to improvements

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A data point is not a story but can be used to support a story.

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Always share back any data you collect - lots of visuals to make the information easily understandable. And make sure they have the opportunity to explain differences or even offer context to the data.

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Provide overview to make sure it's clear what your data is showing (and what it isn't)

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When there are multiple indicators or data points that are being considered, create an index to represent multi-faceted data points

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Don't get stuck in gathering the data. I've seen groups continue to "need" more data, and sometimes you just need to dive in.

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Quantitative and qualitative data should be paired together, digestible and include real-life examples/application

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Being in a rural community, we rarely have actual data, so we use empathy interviews to create educational campaigns for community to have shared language and experiences

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It's best to create different versions from simple to more in-depth data dives, depending on the audience. Graphics are crucial!

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We're in the process of creating an onboarding packet for new coalition members, and strategic planning sessions for steering committee members

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Create opportunities to briefly check in. And connect with each other - breakout rooms to meet each other. Also activities to build or create something together

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Look beyond the numbers, listen AND learn from lived and generational experiences. Think about what can't be or isn't readily measured.

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Trust building -- share your truths, challenge dominant narratives, and co-create new possibilities

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Generate buy-in with partners (why they're at the table) and internally from leadership

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Come with simple ideas to build off or use as examples.

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we like to come into the space with curiosity rather than judgement

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Assure diverse representation and remove barriers to participation.

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Story Circles

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agreements about roles and responsibilities

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Data is rarely perfect, especially if it is recent.

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Make sure that partners know we are all in it together and the backbone is not the only one responsible for the work.

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Incorporate personal interest and goals in EVERYTHING you do

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Setting norms for the working space

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Making sure we set the stage with folks before and at the top of the session