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+   Better negotiations.
    Better decision making.
    Better results.




                              Making
                              Public Engagement Work
                              A   Guide for Conveners
+     Why Public Engagement?



          Organizations, from government agencies to private
           companies, must engage the public on a variety of
           critical and sensitive issues.

          Today, stakeholders demand more participation and an
           active decision-making role.

          Engagement goals vary, ranging from sharing information
           to reaching complex agreements with diverse stakeholders.



Better negotiations. Better decision making.Better results.
+      The Traditional Approach:
       Public Meetings


         Public meetings,
         often called town
         halls, are a time-
         honored way of
         engaging
         the public.



Better negotiations. Better decision making.Better results.
+      The Traditional Approach:
       Common Problems with Public Meetings

           Too much focus on the sponsor’s needs, and not audience’s.

           Process brought to the public rather than designed with public.

           Process is often rote, pro forma, rigid
            – “ritualized democracy”

          Meetings often become chaotic,
           causing frustration.

          Presenters become defensive, attendees become aggressive.

          A mismatch of expectations occurs between public and sponsor.

Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Mutual Gains Decision Making


                                            Over the last fifteen years,
                                            in thousands of meetings
                                            across the globe, CBI has
                                            empowered
                                            organizations to engage
                                            the public in more
                                            productive ways.


Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Mutual Gains Decision Making


                 Through this work, we have developed
           effective engagement tools and guiding principles
                    that produce useful dialogue and
                     collaborative problem-solving.

                           We’d like to share them with you…



Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Four Purposes of Public Engagement

                                                -P U R P O SE O N E -

                                     Share Information
                 The sponsor and the stakeholders engage in
                 two-way communication, sharing ideas and
             information, and increasing understanding through
                   a combination of talking and listening.




Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Four Purposes of Public Engagement

                                               -P U R P O SE T WO -

                      Generate Possible Solutions
                  Participants jointly explore their interests,
               conflicting, shared, or just differing, and consider
                       possible options or “packages” for
                        addressing a particular problem.




Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Four Purposes of Public Engagement

                                             -P U R P O SE T H R E E -

                            Create New Information
             Participants identify key questions to be answered,
                       discuss scope and methodology,
                           select technical advisors,
                   agree on information gathering process,
                       and jointly review the resulting
                      data/analysis to draw conclusions.
                                (At CBI, we call this Joint Fact Finding.)


Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Four Purposes of Public Engagement

                                              -P U R P O SE FO U R -

                           Agree on a Way Forward
                        The sponsor and stakeholders may seek
                         to reach agreement on a plan, report,
                          recommendations, or regulations for
                            addressing a particular problem.




Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Establishing Clear Intent


       Regardless of which of the four purposes the
       convener is seeking, the key is to:
              Establish a clear intent internally.
              Be clear and explicit about that intent with
               stakeholders and the general public.




Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Eight Principles of Public Engagement

                                            -P R I N C I P L E O N E -

                        Shared Clarity of Purpose
                     Organizations and the public should be
                    clear about the reasons why they want to
                         work together and to should seek
                       alignment of goals and expectations.




Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Eight Principles of Public Engagement

                                             -P R I N C I P L E T WO -

                                                Relevance
                          Public meetings should be structured
                          to address the priority interests of all
                             the participants, not just those
                                of the meeting sponsors.




Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Eight Principles of Public Engagement

                                           -P R I N C I P L E T H R E E -

                                       Joint Ownership
                   Meeting sponsors should involve members
                  of the public in the design of the engagement
                    whenever possible, for instance, by jointly
                    developing the agenda and ground rules.




Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Eight Principles of Public Engagement

                                            -P R I N C I P L E FO U R -

                                        Responsiveness
                 Meeting sponsors should be accountable for
              following through on all commitments they make
                and being clear and upfront about what they
                               cannot deliver.




Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Eight Principles of Public Engagement

                                             -P R I N C I P L E F I V E -

                                     Clear Information
               An organization does itself and the public a favor
                  by providing information in a form that is
                   understandable to non-experts, prior to,
                     during and after all public meetings.




Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Eight Principles of Public Engagement

                                              -P R I N C I P L E S I X -

                                 Internal Preparation
                 Organizations should build internal agreement
                  within their own organization to the extent
                     possible before engaging the public.




Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Eight Principles of Public Engagement

                                           -P R I N C I P L E S E V E N -

                                             Adaptability
                  Organizations sponsoring public engagement
                  efforts need a clear plan and the capacity to
                      respond to changing circumstances.




Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Eight Principles of Public Engagement

                                           -P R I N C I P L E E I G H T -

                              Respect and Tolerance
           For effective public engagement, both organizations
              and the public need to find a way to disagree
                        without being disagreeable.




Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Our Role in Public Engagement


         CBI can play a number of different roles in
         assisting organizations and the public:
            Sometimes we are advisors or coaches, providing support
             to staff.

            Frequently we are facilitators.

            The role we play depends on the overall goal of the public
             engagement effort.



Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Our Role in Public Engagement

      CBI’s activities
      fall into three
                                                         Joint problem-solving groups, joint fact
      categories:                                        finding, interagency work groups,
                                  Consensus              negotiated rulemaking, mediation.
                                   Building


                                                                  Structured, sequenced public
                                 Process                          meetings, work groups, advisory
                                Management                        committees.

                                                                         Websites, poster sessions,
                            Meeting Moderation                           periodic public meetings, fact
                                                                         sheets, consultations.


Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Our Role in Public Engagement


                                 Meeting Moderation
                          Important when time is short and resources are limited.

             Provide help developing an agenda, establishing and enforcing basic
              ground rules, keeping time, organizing the room lay out and managing
              meeting logistics − to share information and increase mutual
              understanding.




Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Our Role in Public Engagement


                               Process Management
             Critical when long-term relationships matter, interactions are expected to take
                       place over many months (or years), and the stakes are high.

            Provide leadership on collaborative process − not on substance.

            Uncover interests, encourage dialogue, discourage “position-taking.”

            Tailor processes to the situation and work with sponsors and
             stakeholders to design interactions that meet their interests.




Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Our Role in Public Engagement


                                   Consensus Building
                  Helpful when all parties agree to participate in implementation and
             when organizations commit to involving stakeholders in shared decision making.

           Formulate statements of agreement, working closely with all participants.

           Work with each side’s decision makers and constituents “back home.”

           Manage joint fact finding and represent ongoing dialogues to the media.

           Mediate to actively help parties bridge differences and find agreements.

           Build agreements that are stable, wise, and fair.



Better negotiations. Better decision making.Better results.
+      The CBI Approach:
       Your Partner in Public Engagement

                                        For more information:

                                          Call us at 617.844.1414
                                                              - or -
                                     Visit us at www.cbuilding.org




Better negotiations. Better decision making.Better results.

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Making Public Engagement Work: A Guide for Conveners

  • 1. + Better negotiations. Better decision making. Better results. Making Public Engagement Work A Guide for Conveners
  • 2. + Why Public Engagement?  Organizations, from government agencies to private companies, must engage the public on a variety of critical and sensitive issues.  Today, stakeholders demand more participation and an active decision-making role.  Engagement goals vary, ranging from sharing information to reaching complex agreements with diverse stakeholders. Better negotiations. Better decision making.Better results.
  • 3. + The Traditional Approach: Public Meetings Public meetings, often called town halls, are a time- honored way of engaging the public. Better negotiations. Better decision making.Better results.
  • 4. + The Traditional Approach: Common Problems with Public Meetings  Too much focus on the sponsor’s needs, and not audience’s.  Process brought to the public rather than designed with public.  Process is often rote, pro forma, rigid – “ritualized democracy”  Meetings often become chaotic, causing frustration.  Presenters become defensive, attendees become aggressive.  A mismatch of expectations occurs between public and sponsor. Better negotiations. Better decision making.Better results.
  • 5. + The CBI Approach: Mutual Gains Decision Making Over the last fifteen years, in thousands of meetings across the globe, CBI has empowered organizations to engage the public in more productive ways. Better negotiations. Better decision making.Better results.
  • 6. + The CBI Approach: Mutual Gains Decision Making Through this work, we have developed effective engagement tools and guiding principles that produce useful dialogue and collaborative problem-solving. We’d like to share them with you… Better negotiations. Better decision making.Better results.
  • 7. + The CBI Approach: Four Purposes of Public Engagement -P U R P O SE O N E - Share Information The sponsor and the stakeholders engage in two-way communication, sharing ideas and information, and increasing understanding through a combination of talking and listening. Better negotiations. Better decision making.Better results.
  • 8. + The CBI Approach: Four Purposes of Public Engagement -P U R P O SE T WO - Generate Possible Solutions Participants jointly explore their interests, conflicting, shared, or just differing, and consider possible options or “packages” for addressing a particular problem. Better negotiations. Better decision making.Better results.
  • 9. + The CBI Approach: Four Purposes of Public Engagement -P U R P O SE T H R E E - Create New Information Participants identify key questions to be answered, discuss scope and methodology, select technical advisors, agree on information gathering process, and jointly review the resulting data/analysis to draw conclusions. (At CBI, we call this Joint Fact Finding.) Better negotiations. Better decision making.Better results.
  • 10. + The CBI Approach: Four Purposes of Public Engagement -P U R P O SE FO U R - Agree on a Way Forward The sponsor and stakeholders may seek to reach agreement on a plan, report, recommendations, or regulations for addressing a particular problem. Better negotiations. Better decision making.Better results.
  • 11. + The CBI Approach: Establishing Clear Intent Regardless of which of the four purposes the convener is seeking, the key is to:  Establish a clear intent internally.  Be clear and explicit about that intent with stakeholders and the general public. Better negotiations. Better decision making.Better results.
  • 12. + The CBI Approach: Eight Principles of Public Engagement -P R I N C I P L E O N E - Shared Clarity of Purpose Organizations and the public should be clear about the reasons why they want to work together and to should seek alignment of goals and expectations. Better negotiations. Better decision making.Better results.
  • 13. + The CBI Approach: Eight Principles of Public Engagement -P R I N C I P L E T WO - Relevance Public meetings should be structured to address the priority interests of all the participants, not just those of the meeting sponsors. Better negotiations. Better decision making.Better results.
  • 14. + The CBI Approach: Eight Principles of Public Engagement -P R I N C I P L E T H R E E - Joint Ownership Meeting sponsors should involve members of the public in the design of the engagement whenever possible, for instance, by jointly developing the agenda and ground rules. Better negotiations. Better decision making.Better results.
  • 15. + The CBI Approach: Eight Principles of Public Engagement -P R I N C I P L E FO U R - Responsiveness Meeting sponsors should be accountable for following through on all commitments they make and being clear and upfront about what they cannot deliver. Better negotiations. Better decision making.Better results.
  • 16. + The CBI Approach: Eight Principles of Public Engagement -P R I N C I P L E F I V E - Clear Information An organization does itself and the public a favor by providing information in a form that is understandable to non-experts, prior to, during and after all public meetings. Better negotiations. Better decision making.Better results.
  • 17. + The CBI Approach: Eight Principles of Public Engagement -P R I N C I P L E S I X - Internal Preparation Organizations should build internal agreement within their own organization to the extent possible before engaging the public. Better negotiations. Better decision making.Better results.
  • 18. + The CBI Approach: Eight Principles of Public Engagement -P R I N C I P L E S E V E N - Adaptability Organizations sponsoring public engagement efforts need a clear plan and the capacity to respond to changing circumstances. Better negotiations. Better decision making.Better results.
  • 19. + The CBI Approach: Eight Principles of Public Engagement -P R I N C I P L E E I G H T - Respect and Tolerance For effective public engagement, both organizations and the public need to find a way to disagree without being disagreeable. Better negotiations. Better decision making.Better results.
  • 20. + The CBI Approach: Our Role in Public Engagement CBI can play a number of different roles in assisting organizations and the public:  Sometimes we are advisors or coaches, providing support to staff.  Frequently we are facilitators.  The role we play depends on the overall goal of the public engagement effort. Better negotiations. Better decision making.Better results.
  • 21. + The CBI Approach: Our Role in Public Engagement CBI’s activities fall into three Joint problem-solving groups, joint fact categories: finding, interagency work groups, Consensus negotiated rulemaking, mediation. Building Structured, sequenced public Process meetings, work groups, advisory Management committees. Websites, poster sessions, Meeting Moderation periodic public meetings, fact sheets, consultations. Better negotiations. Better decision making.Better results.
  • 22. + The CBI Approach: Our Role in Public Engagement Meeting Moderation Important when time is short and resources are limited.  Provide help developing an agenda, establishing and enforcing basic ground rules, keeping time, organizing the room lay out and managing meeting logistics − to share information and increase mutual understanding. Better negotiations. Better decision making.Better results.
  • 23. + The CBI Approach: Our Role in Public Engagement Process Management Critical when long-term relationships matter, interactions are expected to take place over many months (or years), and the stakes are high.  Provide leadership on collaborative process − not on substance.  Uncover interests, encourage dialogue, discourage “position-taking.”  Tailor processes to the situation and work with sponsors and stakeholders to design interactions that meet their interests. Better negotiations. Better decision making.Better results.
  • 24. + The CBI Approach: Our Role in Public Engagement Consensus Building Helpful when all parties agree to participate in implementation and when organizations commit to involving stakeholders in shared decision making.  Formulate statements of agreement, working closely with all participants.  Work with each side’s decision makers and constituents “back home.”  Manage joint fact finding and represent ongoing dialogues to the media.  Mediate to actively help parties bridge differences and find agreements.  Build agreements that are stable, wise, and fair. Better negotiations. Better decision making.Better results.
  • 25. + The CBI Approach: Your Partner in Public Engagement For more information: Call us at 617.844.1414 - or - Visit us at www.cbuilding.org Better negotiations. Better decision making.Better results.