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C - Understand purpose behind each method of engagement

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C - Understand purpose behind each method of engagement

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C - Needs to understand how many hours are total and where are hours are going

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C - Needs to understand how many hours are total and where are hours are going

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Detailed form or doc that includes key questions/decision points, timelines, etc.

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DI-Understanding what the data do and don't tell you

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DI-Understanding what the data do and don't tell you

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DI - Standard Protocol for Interpretation Activities

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DI - Standard Protocol for Interpretation Activities

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DI - needs to set expectations when client wants to add last minute engagement opportunities  

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DI - needs to set expectations when client wants to add last minute engagement opportunities  

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DI-Establish a method to make the quantitative data analysis more efficient

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DI-Establish a method to make the quantitative data analysis more efficient

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C - Tools to choose and invite participants, including decision-making matrix about whether or not you you target invites or have open invitation, how to collect names/emails, language to send to people who are invited, whether or not Project/Steering Team leads/supports efforts.  

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C - Tools to choose and invite participants, including decision-making matrix about whether or not you you target invites or have open invitation, how to collect names/emails, language to send to people who are invited, whether or not Project/Steering Team leads/supports efforts.  

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C - How to encourage constituent participation (not just sending an email to every parent and hoping they respond or being okay to just talk to the ones who do)

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C - How to encourage constituent participation (not just sending an email to every parent and hoping they respond or being okay to just talk to the ones who do)

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C - Easy way to review and approve questions. 

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C - Easy way to review and approve questions. 

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DI - Training for Data Prep and Analysis

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DI - Training for Data Prep and Analysis

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Grounded in research methodology + EE perspective

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DI and C-Understanding of what feedback the survey can gather

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DI and C-Understanding of what feedback the survey can gather

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C - Understanding of role of Steering Team - do they lead? Do they help select questions? Are they informed / included after the process?

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C - Understanding of role of Steering Team - do they lead? Do they help select questions? Are they informed / included after the process?

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DI - Training for Leading Engagement Activities

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DI - Training for Leading Engagement Activities

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Shared norms, expectations, and processes

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DI - Where are we tight/loose? For example (1) survey question - can we modify? (2) role of Steering Team - should they be involved and how?

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DI - Where are we tight/loose? For example (1) survey question - can we modify? (2) role of Steering Team - should they be involved and how?

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DI and C-Establishing timelines that ensure efficiency and quality of the work

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DI and C-Establishing timelines that ensure efficiency and quality of the work

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DI - need training based in research before producing for client

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DI - need training based in research before producing for client

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C - How do put their own interests aside and really listen to what the community needs/wants/says

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C - How do put their own interests aside and really listen to what the community needs/wants/says

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DI: clear and simple protocols for how to lead focus groups. Anyone should be able to jump in and help if needed.

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DI - Need to staff extra support when needed. 

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DI - Need to staff extra support when needed. 

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Sometimes DI team members might need to add in team members like DAs to do focus groups and analyze data based on what the client is asking for and the number of hours allotted

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C + DI - What do opportunities to engage look like after initial phase? (do we need a better visual/plan to share with everyone upfront?)

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C + DI - What do opportunities to engage look like after initial phase? (do we need a better visual/plan to share with everyone upfront?)

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C; easy ways to determine participants for each engagement activity. How many people per focus groups, email to invite them, etc

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DI-See if there are tools to help make the analysis less time consuming

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DI-See if there are tools to help make the analysis less time consuming

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For both quantitative and qualitative data

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Client- needs to understand turnaround timeline

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Client- needs to understand turnaround timeline

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DI: need to not be data experts, need to help facilitate conversations. so reducing data analysis from consultant would be ideal.

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Be willing to accept feedback instead of dismissing the things they don't agree with or aren't easy to hear

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C - DI - during sales process, understanding of parameters of community engagement (e.g. if you want to deviate from our "standard survey" then we have to charge you more, if you want us to lead more focus groups than we charge you more)

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C - DI - during sales process, understanding of parameters of community engagement (e.g. if you want to deviate from our "standard survey" then we have to charge you more, if you want us to lead more focus groups than we charge you more)

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C + DI - Are all focus groups virtual? This is implied but not explicit.

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C + DI - Are all focus groups virtual? This is implied but not explicit.