An Engagement Plan brings together the communications, activities, meetings, follow-ups, tasks, and stakeholders associated with a common engagement initiative. It provides a centralized view that helps teams plan engagement activities, track progress, and manage outcomes toward specific objectives.
Key Capabilities
With Engagement Plans, you can:
- Implement and manage engagement strategies and initiatives.
- Define objectives and track progress toward engagement goals.
- Organize related communications, meetings, activities, tasks, and follow-ups.
- Coordinate stakeholders and engagement activities through a shared view.
- Monitor engagement outcomes, issues, grievances, and commitments.
- Group related activities that support the same project, consultation, or engagement objective.
Before You Begin
- Ensure that relevant stakeholders, activities, projects, or other records are available if you plan to associate them with the Engagement Plan.
- To create an Engagement Plan for a consultation process, ensure that the required configuration is set up in the Data Dictionary.
Key Components
An Engagement Plan can include:
- Activities to organize stakeholders, communication strategies, engagement schedules, engagement frequency, key messages, and desired engagement levels for a specific objective.
- Objectives and Milestones to define and track specific goals, actions, and key achievements.
- Communications, Meetings, Tasks, and Follow-ups that contribute to the overall engagement strategy.
- Issues, Grievances, and Commitments track engagement-related concerns, commitments, resolutions, and follow-up actions associated with the initiative.
Business Cases
- Project-based stakeholder engagement to coordinate communications, meetings, activities, and follow-up actions throughout a project lifecycle.
- Community consultation programs to plan and track outreach activities, stakeholder feedback, issues, and commitments.
- Permit and regulatory engagement to manage interactions with regulatory agencies, government representatives, and affected stakeholders.
- Construction or operational initiatives to organize engagement activities related to project phases, milestones, and potential impacts.
- Corporate social responsibility (CSR) initiatives to coordinate community investments, sponsorships, and stakeholder outreach efforts.
ℹ️Related articles: For information about consultation and land management engagement plans, see the following articles:
See Engagement Plan Status Workflow to learn about engagement plan statuses, lifecycle transitions, automatic status updates, and managing plan status through the Actions menu.