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Choosing the Right Tool

Choosing a tool or combination of tools for engaging your community is a critical step in the engagement planning process. It is important that you know what you are asking from the stakeholders when you decide to use a specific engagement tool. You should only choose tools that are suited to the purpose of your particular engagement.

The selection criteria will vary according to the:

You may need to employ varying types of engagement for the same stakeholder during the lifespan of your project. A range of tools may be utilised and consequently the promise made at differing stages in the project process will need to be accommodated.

Tool Checklist
  • Does the tool match your overall program objectives, purpose of engagement and anticipated outcomes? (In particular, refer to the objectives, outcomes and uses for each tool.)
  • Are you being inclusive of all stakeholders? If not, what do you need to consider in order to be more inclusive?
  • Can you adapt this tool to better suit your work and community context?
  • Have you developed an evaluation method for this tool in your plan? Will it capture the tool’s success and effectiveness in engaging the community as well as capturing new ideas and learning for incorporation next time?

The following table matches the tools to the IAP2 Public Participation Spectrum. A bracketed tick indicates the tool that best fits the engagement type (inform, consult, involve, collaborate or empower).

You will also notice the ‘diverge’ and ‘converge’ columns in the table. A diverging tool is one that is predominantly focussed on generating ideas and information. A converging tool brings information together and enables decisions to be made or a solution/recommendation to be identified. Some tools can be both diverging and converging, while others are more specific and focussed on either generating ideas or making decisions.

This table is intended as a guide only and focuses on matching decision-making processes to your purpose of engagement. The table can also be used for individual decision-making. For example, technical assistance in a group situation is more about informing, while for an individual this information is often empowering for their own decision-making (e.g. extension dairy advice to a farmer).

Engagement Tool Classifications

Tool
Inform
Consult
Involve
Collaborate
Empower
Diverge
Converge
Backcasting
Brainstorming
Briefings
Citizen committees
Citizen juries
Civic journalism
Community fairs
Community indicator
Community profiling
Conference
Consensus conference
Deliberative opinion polls
Delphi study
Design charrettes
Displays and exhibits
Electronic democracy
Expert panel
Field trips
Fishbowl
Focus groups
Future search conference
Information contacts
Information hotline
Information repository
Interactive TV
Interactive video display kiosks
Key stakeholder interviews
Kitchen table discussion
Media releases
Mediation and negotiation
Mind mapping
Multi Objective Decision Making Support (MODSS)
Newspaper inserts
Nominal groups
Open house
Open space technology
Participant observation
Photovoice
Planning4real
Poster competitions
Printed information
Prioritisation matrix
Public conversation
Public involvement volunteers
Public meeting
Questionnaires and responses
Role plays
Samoan circles
Scenario testing
Search conference
Shopfront
Simulation (electronically generated)
Sketch interviews
Snowball sampling
Speakout (version 1)
Speakout (version 2)
Stakeholder analysis (CLIP)
Stakeholder analysis (Stakeholder matrix)
Stakeholder analysis (Venn diagrams)
Study circles
Submissions
Surveys
Technical assistance
Technical reports and discussion papers
Telephone trees
Visioning
Websites
Workshops
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