Understand the context
Clarify the decision, history, constraints and scope for influence. Identify what is already known and what needs to be learnt.
Insights & practical resources
Plan participation around the decision, the people affected and what will happen after they contribute.
By Blaise Itabelo · Updated 26 September 2026
A practical guide for discussion and planning. Adapt it to the people, purpose and authority involved; it is not a validated assessment instrument.
Move through the sequence, returning to earlier questions when new evidence changes the context.
Clarify the decision, history, constraints and scope for influence. Identify what is already known and what needs to be learnt.
Consider who is affected, who has authority and who may be missing. Look beyond familiar stakeholder lists.
Choose accessible methods, clear questions and realistic ways for people to contribute. Explain how input will be used.
Hold the purpose clearly, listen for differences and record themes responsibly. Adjust when barriers or new issues emerge.
Test what the evidence supports, recognise limitations and connect findings with decision-makers.
Explain what was heard, what changed, what did not and why. Agree follow-up responsibilities and learning.
Illustrative application
A council reviewing a local service first clarifies which decisions residents can influence. It combines accessible conversations with existing service evidence, then publishes the changes made and the issues that require further work.
This is a hypothetical planning example, not a claim about a client engagement.
Copy these headings into your planning document. Record evidence and uncertainty, then agree who will follow up.
Before acting: check who has contributed, what is still uncertain, and who has authority to make the next decision.
These prompts bring together common engagement and planning practices. They are offered as practical working guidance, without a claim that the underlying ideas are unique.