resources

The Ultimate Meeting Logistics Checklist

Meeting logistics are all the details that help a meeting go well, beyond who is invited, the agenda, facilitator and content.  A good logistics plan describes information such as:

  • room set-up, including numbers of chairs, tables, flip-charts, etc.
  • items for the registration table
  • materials for break-out groups and activities
  • audio/video system requirements
  • catering and refreshments

…and who is responsible for which items. 

10 Question to Ask Before Starting a Public Consultation

Recently Joseph Peters (Partner at Ascentum) and Joe Goldman (Vice President of Citizen Engagement at AmericaSpeaks) published an excellent two page article called: Open Policy Making 101: 10 Questions To Ask Before Launching Your Online Public Consultation

Action Implementation Plan - a two page template

For BikeCamp TO I created a simple one page (two-sided) form to help small groups to document a plan to get something done.

Sections included in the form are:

  • Name for the plan
  • Desired results to be achieved and strategies to be used
  • Key strengths, challenges, opportunities and threats (aka a SWOT analysis)
  • Contact information for team members
  • Timeline of important tasks and major milestones

This simple template can help focus ad-hoc teams and give concrete outcomes to open space conferences. I hope you find it useful!

Download the Action Implementation Plan form (PDF)

 

Consensus Decision-Making Workshop Matierials

On September 29th 2009, my self and Simone Arsenault-May presented an evening workshop for parents at the Grove Community School, a new alternative school part of the Toronto District School Board.

This workshop focused on teaching the basics of a consensus process that uses cooperative dialogue. It also covered techniques for an efficient council and tools for effective community engagement.

A Public Involvement in Decision Making Toolkit

Back in 2000 Health Canada published an excellent resource called The Health Canada Policy Toolkit for Public Involvement in Decision Making.
It is a complete toolkit with guidelines, about 50 techniques described in concise details and with useful suggestions, and also case studies and references. I highly recommend it as a definitive reference on the various options for effective public engagement within the Canadian context. You can access other free resources in my links section.

Project Charter Templates

Project charters define how a team will collaborate to achieve its goals. Below are a few examples of headings in typical project charters.

 

Project Charter Elements - from USDA template

  • Purpose of the charter

  • Project objective
  • Summary Scope Statement

  • Project Authority

  • Project Manager

Visualize information to make it accessible

Public consultation and engagement requires a two-way flow of communication between the proponent (the organization doing the consultation) and the public. The public needs to have information presented in a way that is easy to understand and this can be done, in part, by using good visuals. I recommend the booklet "Visualizing Information for Advocacy: An Introduction to Information Design" as a good resource to review before creating your public information materials. It's written for NGOs who do advocacy, but the suggestions apply just as well to public consultations.

A great guide to public consultation

I recently found this manual...

PUBLIC CONSULTATION GUIDE:
CHANGING THE REIATIONSHIP BETWEEN GOVERNMENT AND CANADIANS

By Peter Sterne with Sandra Zagon
http://dsp-psd.pwgsc.gc.ca/Collection/SC94-62-19-1997E.pdf

I am finding it very useful for planning public consultations required for environmental assements. The detailed Roadmap Model gives 51 key steps one should carry out to conduct a successful public participation process. Written in 1997 it's a bit out of date in terms of more conteporary approaches, such as the use of online tools, but it is still very worth while and insightful for consultants and government folks in Canada and beyond. Pass it on!

An excellent list of governance dialogue techniques

Thanks to Alice Byers of ISEALl Alliance for a link to quantumgovernance.ca, which lists a wide variety of descriptions and resources for planning and managing governance dialogue. Visit quantumgovernance.ca/QuantumManagerialToolkit

Collections of Engagement Techniques

 

Beyond the short list of techniques suggested in the Co-op Tools List, there are a wide array of popular and proven methods for engaging citizens in public policy development or members in organization change. Here are some of the best resource collections for learning more about the various approaches. All are free to access online, unless stated otherwise.

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