Module 3: Engagement Plan

This module shows you how to create an accessible and detailed engagement plan for your organization, and will walk you step-by-step through the process of planning your engagement activities. 

We will focus on the following topics:

  • Questions to shape engagement

  • Create an engagement plan

  • Additional engagement planning resources

After completing this module, you’ll be able to create an effective engagement plan that works for your organization.



+ Questions to shape engagement

The key to creating valuable engagement opportunities is planning. This is how you’ll ensure you get the most value in your engagement— both for you and your participants. It’s also how you’re going to make well-informed decisions that align your methods to your questions, which helps you get the best outcome.

At the most basic level, an engagement plan covers the following three questions:

  • What do you want to learn?
  • Who will you engage?
  • How will you engage them?

+ Creating an Engagement Plan

We’ve created an engagement guide that walks you through what you’ll need to consider when designing your plan. It also helps you explore which light-touch and in-depth engagement tools to use. There are four key design steps to the guide:

  • 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 planning resources