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Engagement strategy

Engagement planning helps organize how you'll work with stakeholders during your project. It focuses on creating specific activities that bring value to both the project team and stakeholders.

Plan different types of activities based on what you need to achieve: workshops to collect ideas, working sessions to solve problems together, review meetings to get feedback, and project updates to keep everyone aligned. Each activity needs a clear goal and expected result.

Think about practical details that make activities work well. Consider when people are most available, where they prefer to meet, and what resources you'll need. Balance getting good input with using time wisely. Some activities might need two hours in person, while others work fine as a 30-minute online check-in.

Keep track of what was decided and what needs to happen next after each activity. This helps everyone stay clear about their commitments and shows progress over time.

Pro Tip: Book your most important stakeholder sessions first, then plan other activities around them.

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