Engagement toolbox

A reference guide to engagement methods matched to the Public Engagement Spectrum. Not a checklist — select methods that match the level, communities, and resources available.

Updated August 28, 2026 at 1:59 PM PDT

Download PDF

Equity principles for all tools

PrincipleWhat it means in practice
Compensate participationStipends, childcare reimbursement, and food lower barriers and signal respect. Build compensation into the engagement plan.
Never rely on one channelNo single tool reaches all communities. Combine in-person and digital, English and non-English, formal and informal settings.
Meet people where they areGo to the places, times, and formats that work for the community, not the other way around.
Use trusted partnersCBOs, promotores, and neighborhood leaders can reach communities the county cannot. Compensate them fairly.
Close the loop, alwaysEvery tool that collects input creates an obligation to report back through the same channels used for outreach.

Resources key: Low = minimal staff time and budget. Med = planned staff time, some budget. High = dedicated staff capacity, significant budget and coordination.

Inform tools

ToolBest used whenAccessibility notesResources
Press release / media advisoryAnnouncing decisions or meetings; high-interest topicsTranslate for Spanish-language outlets; distribute to community radioLow
Project landing pageAny project requiring ongoing communicationWCAG 2.1 compliance required; translate key content; include non-digital contact optionLow-Med
Email newsletterMaintaining contact with previously engaged community membersOffer plain-text version; translate for multilingual listsLow
Social mediaReaching broader or younger audiences; time-sensitive updatesAlt text on all images; plain language; vary platforms by audienceLow
Fact sheet / FAQIntroducing a new project; addressing common questionsTranslate; 6th grade reading level or below; offer large printLow
Public / legal noticeBrown Act or CEQA requirements; Board actionsCheck language access requirements; post at community locationsLow
Direct mailer / door hangerReaching residents without internet; localized geographic impactTranslate for high-LEP neighborhoods; include QR code and phone numberMed
Informational signageConstruction or capital projectsBilingual text where applicable; QR code and phone numberLow

Consult tools

ToolBest used whenAccessibility notesResources
Online surveyGathering broad input on optionsAlways offer a paper or phone alternative; translate; keep under 10 minutesLow-Med
Paper / comment cardReaching residents without digital access; tabling eventsTranslate; plain language; provide pens and secure collection boxLow
Open houseProjects with spatial or visual componentsADA-accessible community locations; multilingual staff; varied timesMed
Listening sessionEarly in a process before options are definedAccessible locations; interpretation; anonymous comment optionMed
Office hours / drop-inIndividuals uncomfortable in group settingsOffer virtual option; publicize through trusted partner networksLow
Phone hotline / comment lineReaching residents without internetBilingual or interpretation staffing; document all input receivedMed
Virtual Q&A / webinarReaching residents who can't attend in personLive captioning; language interpretation; record and post; contact IST Broadcast earlyMed

Involve tools

ToolBest used whenAccessibility notesResources
WorkshopDeveloping or refining alternativesChildcare and stipends where possible; multiple sessions at varied times and locationsMed-High
Design charretteComplex land use or infrastructure projectsMultiple entry points; interpret throughout; recruit from all affected neighborhoodsHigh
Focus groupDeep qualitative insight from a specific populationCompensate participants; community-trusted locations; culturally fluent facilitatorsMed
Pop-up / tablingReaching people where they already areAttend events hosted by and for the communities you're trying to reach; bilingual staffMed
Door-to-door outreachHigh-impact projects in specific geographic areasPartner with CBOs or promotores; conduct in community's primary languagesHigh
Multilingual community meetingProjects affecting LEP populationsSimultaneous or consecutive interpretation; translate materials in advanceMed-High

Collaborate and Empower tools

ToolBest used whenAccessibility notesResources
Community advisory committeeLong-term projects requiring sustained inputContact the Clerk of the Board before forming. Compensate participants. Recruit from most-affected communities.High
Stakeholder working groupPolicy or program development with clear deliverablesBalance technical experts with community members with lived experience; define decision-making authority upfrontHigh
Co-design sessionProgram or service design where community experience should shape the productCenter most-affected communities; provide stipends; build relationship time before co-design beginsHigh
Community ambassador / promotor programReaching communities that don't engage with county government directlyCompensate ambassadors fairly; provide training and ongoing supportMed-High
Participatory budgetingDefined budget and scope available for community decision-making; executive support confirmedLower the voting age when appropriate; multiple voting options; partner with CBOsHigh
Community-led grant allocationGrant programs intended to serve specific communities; equity is an explicit goalCapacity-building for smaller applicants; technical assistance in primary languagesHigh
Feedback