09/18/2026
Before you start your next strategic planning process, take 10 minutes to pressure-test how you’re planning to engage the people who will be affected by the work.
☑️ Have we identified who needs to be heard, including people who are often left out of these conversations?
☑️ Are we clear on what we actually want to learn from each group?
☑️ Are we offering different ways for people to participate, rather than relying on one engagement method?
☑️ Have we made participation as accessible as possible and accounted for people’s time?
☑️ Do we understand the cultural and organizational context people are navigating right now?
☑️ Have we acknowledged any history of people being asked for input without seeing meaningful change?
☑️ Do we have a clear process for synthesizing what we hear without losing the nuance or misrepresenting people’s experiences?
☑️ Have we planned how we’ll close the loop and show stakeholders what happened with their input?
The checklist is a place to start, not a place to stop. Good stakeholder engagement lives in the details in between.
Who are you hearing from? Who might still be missing? What are people actually telling you? And what are you going to do with it?
We dig into these considerations, along with lessons from our work with organizations and communities, in Beyond the Checkbox: 9 Practical Lessons in Stakeholder Engagement from the Trepwise archives.
🔗 http://trepwise.com/beyond-the-checkbox-9-practical-lessons-in-stakeholder-engagement/?utm_source=facebook&utm_medium=social&utm_campaign=stakeholderlessons