Strategies for Effective Engagement
Strategies for Effective Engagement
This course is part of Leading Sustainable Community Transformation Specialization
Instructor: Joel Hartter
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What you'll learn
Apply a range of tools to engage stakeholders, gather insights, and build understanding.
Conduct rapid assessments and map systems to inform strategy and decision-making.
Practice ethical engagement in complex organizational and community settings.
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There are 3 modules in this course
Engaging stakeholders with clarity and purpose is a key skill for business professionals working across strategy, operations, sustainability, and innovation. Strong engagement leads to better insights, stronger partnerships, and more effective outcomes.
This course provides the tools and techniques to engage confidently in dynamic environments. You’ll learn how to conduct rapid assessments, map systems and stakeholders, and use interviews, focus groups, and surveys to gather meaningful data. Each skill is designed to help you understand context, uncover opportunities, and strengthen alignment. By the end of the course, you’ll be able to lead conversations that build trust, surface insights, and support informed, collaborative decision-making. What You’ll Learn: - Use engagement tools to surface insights and support data-informed decisions. - Build trust and rapport with stakeholders through thoughtful, ethical practices. - Map systems and stakeholder networks to reveal connections and opportunities. - Apply interviews, focus groups, and surveys to guide strategy and implementation.
Learners explore practical ways to gather information in unfamiliar or dynamic settings. This module introduces how to build trust, observe with purpose, and apply rapid assessment techniques. Learners practice using interviews, community meetings, and observation to gather data, while also considering ethics, confidentiality, and cultural awareness. These tools help learners surface insights, build credibility, and prepare for effective engagement.
What's included
14 videos5 readings4 assignments
14 videos•Total 107 minutes
- Introduction to Strategies for Effective Engagement•2 minutes
- Introduction to Techniques for Data Collection•3 minutes
- Building Trust and Rapport•6 minutes
- Building Trust and Rapport: Part 2•13 minutes
- Rapid Assessment Basics: Part 1•9 minutes
- Rapid Assessment Basics: Part 2•9 minutes
- Rapid Assessments and Basics: Part 3•6 minutes
- Rapid Assessment Basics: Part 4•10 minutes
- Participant Observation•10 minutes
- Community Introduction•10 minutes
- Community Meeting•8 minutes
- Building a Local Network•9 minutes
- Ethics, Confidentiality, Anonymity, Trust•7 minutes
- Ethics, Confidentiality, Anonymity, Trust: Part 2•5 minutes
5 readings•Total 76 minutes
- Course Updates and Accessibility Support•1 minute
- Sage Methods: Participatory Rapid Appraisal•20 minutes
- Rapid Appraisal Methods•30 minutes
- Spradley: Participant Observation•15 minutes
- Williams and Stewart: Sense of Place•10 minutes
4 assignments•Total 35 minutes
- Module 1 Reflection Question•10 minutes
- Introduction to Strategies for Effective Engagement Quiz•15 minutes
- Reviewing Trust and Rapport •5 minutes
- Reviewing Rapid Assessment Basics •5 minutes
Learners apply systems thinking by mapping relationships, feedback loops, and stakeholder dynamics. The module introduces system maps as a way to visualize complexity and stakeholder maps as a tool to understand roles, interests, and influence. These methods help learners identify where to engage, how to prioritize efforts, and what actions may lead to meaningful change in an organizational or community setting.
What's included
12 videos1 reading3 assignments
12 videos•Total 70 minutes
- Systems Mapping and Analysis Introduction•1 minute
- Systems Thinking: Fundamental Concepts•6 minutes
- Systems Mapping•5 minutes
- Systems Mapping: Getting Started•6 minutes
- Systems Mapping: Making the Map•11 minutes
- Systems Mapping: Making the Map 2.0•8 minutes
- Stakeholder Mapping: Introduction•7 minutes
- Stakeholder Mapping: Identifying the Stakeholders•6 minutes
- Stakeholder Mapping: Analyzing•5 minutes
- Stakeholder Mapping: Mapping•6 minutes
- Stakeholder Mapping: Mapping•6 minutes
- Stakeholder Mapping: Prioritizing•3 minutes
1 reading•Total 15 minutes
- Student Guide to Mapping a System•15 minutes
3 assignments•Total 40 minutes
- Module 2 Reflection Question•10 minutes
- Systems Mapping and Analysis Quiz•20 minutes
- Review of Stakeholder Mapping •10 minutes
Learners develop the skills needed to design and carry out interviews, focus groups, and surveys. This module explores how to define goals, choose formats, and ask effective questions while managing trade-offs like time, cost, and data quality. With a focus on real-world application, learners gain tools to gather meaningful input, inform strategy, and support collaborative decision-making.
What's included
18 videos2 readings4 assignments
18 videos•Total 114 minutes
- Conducting Interviews and Surveys•1 minute
- Introduction to Interviews: Part 1•10 minutes
- Introduction to Interviews: Part 2•13 minutes
- Interview Tips•9 minutes
- Focus Groups•8 minutes
- Introduction to Surveys•4 minutes
- Intercept Surveys•4 minutes
- Personal Surveys•6 minutes
- Sampling for Surveys•8 minutes
- Sampling for Surveys: Part 2•12 minutes
- Sampling for Surveys: Part 3•5 minutes
- Survey Questions: Part 1 Open Questions•6 minutes
- Survey Questions: Part 2•3 minutes
- Survey Questions: Part 3•2 minutes
- Survey Questions: Part 4•5 minutes
- Survey Design Tips•4 minutes
- Developing Trust & Rapport Case Study•6 minutes
- Uganda Case Study•7 minutes
2 readings•Total 18 minutes
- Strategies for Effective Engagement Case Studies•3 minutes
- Further Reading•15 minutes
4 assignments•Total 75 minutes
- Module 3 Reflection Question•10 minutes
- Conducting Interviews and Surveys Quiz•15 minutes
- Strategies for Effective Engagement Final Assessment•40 minutes
- Reviewing Survey Questions •10 minutes
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Reviewed on Feb 12, 2024
very helpfull to rethink strategies of community engagement
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