Step 1: Define clear and simple aims

Taking adequate time at the beginning of the activity to define, agree and record a few clear and simple key aims is very important…

Why do this

Your aims will inform:

• which topic/s to engage on
• who to engage
• which methodology to choose
• how to analyse the data
• the outline of the report to decision-makers

During the process of planning and carrying out the activity questions will arise; being able to refer back to the aims may throw light on answers.

Ask

• What information or change do I want at the end that I don’t have now?
• What are the key aims?
• Do I want qualitative or quantitative data - or both?
• What type of report do I need to produce at the end?
• Who will the report go to?
• What will the information be used for?

Remember

• It is important to establish clear aims at the beginning
• Use the aims to test your plans for engagement
• Use the aims as a framework for any questionnaire or briefing
• Use the aims as an outline for reports

Outcomes

• Two to three strategic-level aims with which to guide the process.