This Engagement Guide walks you step-by-step through the process of planning your engagement activities.

This process produces a clear implementation plan, and includes setting engagement targets and timelines.

We’ve simplified it into 4 key steps:

• Build a Foundation

• Develop A Plan

• Iterate

• Practice and Learn

The Guide also includes an appendix with key information to help guide decision-making as you develop your engagement plan.

Engagement Guide and Light-Touch Engagement Tools

Looking for a place to start?

• If you have a group that regularly meets, you may be able to ask clients to individually step aside for 5 minutes to fill out an emoji wheel, postcard, or empathy map. You can also ask them to fill it out just before or just after the session.

• If you have clients that come in for regular appointments, you may offer them the opportunity to participate following their appointment.

• If you want to connect with folks that don’t regularly access your services, you may want to think about a different location—where they are going anyway—at which you may be able to connect with them.