https://bloomerang.co/resources/webinars/ Community engagement, though at times unwieldy and time-consuming, is critical to truly propel all variables towards a common goal. Julie Ha Truong will outline best practices in community engagement in planning.

1. Power of Community in
Strategic Planning
Julie Ha Truong
julie@leadershipsavvy.com
www.leadershipsavvy.com

2. Agenda
● Why community engagement in planning
● Participatory planning methods
● Examples and lessons from the field
● Managing stakeholders and people
www.leadershipsavvy.org

3. Question
A. I am newer to strategic planning
B. I am somewhat familiar with planning efforts
C. I am very experienced with planning efforts
When it comes to strategic planning:
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4. Roses
● Input from end-users
● Illuminates issues, ideas
● Increases early buy-in
● Insight into issues, solutions
● Partnerships
● Funding opportunities
Thorns
● Requires time & facilitation
● Need connections & knowledge
● Too many ideas
● Many personalities
● Shared resources
● Project management
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5. Examples & Lessons
● Genuine connections
● Desire + access + trauma informed
● Safe place, shared implementation $
● Vision vs. implementation, visibility
● Existing/new resources, cross sector
Community policing
Youth mental health
Chemical health
Community schools
Community clinics
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6. Strategic Planning
is a process to set priorities, focus energy and resources, and
ensure stakeholders are working toward common goals.
Vision,
mission,
values
ContextualR
esearch,
Input
Strategy
Sessions
Goals,
strategies,
benchmarks,
timeline
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7. Community Stakeholders
A stakeholder is a person/group who can affect and/or be
affected by your organization—who has a stake in your work.
A community is a group whose members have something in common,
such as a shared government, geographic location, culture, or heritage.

8. When to Engage
Throughout!
Committee
Member
Survey
Interviews
Strategy
Participant
Plan
Feedback
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9. ● Stakeholders to include
● Level of involvement
● Relationship building
Spectrum of impact
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Project Institution Coalition Policy

10. Question
How have you worked with and engaged
communities? What helps? What hinders?

11. Building Trust
● What is unique about each group?
● How can we reach them?
● Who do they trust?
● Is our approach accessible?
● How can we really bring them in?
● Seat at the table.
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12. The How: Participatory Methods
● Landscape Assessments:
○ Resource mapping
○ Market/competitors analysis
○ Community needs & readiness assessment
○ Trends Analysis: Policies, Players, Funding
● Data Collection:
○ Documents/systems review, observation
○ Surveys and interviews
○ Focus groups, workgroups, meetings, forums
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13. Participatory Evaluation Standards
Useful Feasible Ethical Accurate
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14. Build Upon the Momentum
Rebirthing/Adjourning
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15. Tips for Managing People
● Gain feedback, buy-in
● Competency and charisma
● Share results, credit, celebrate
● Feasibility, metrics, timeline
Purpose (The What) People (The Who) Process (The How)
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16. Questions & Thank You!
What is one take-a-way from today?
Let’s Connect!
Julie Ha Truong
LI & IG @juliehatruong
www.leadershipsavvy.com