Aligning Tools with Goals

Thinking about what your priorities are at the outset of a project, and which tools are best suited to accomplish those.
What is most important for you at the beginning of an engagement process?

Project Launch

Click through the tabs below to get a sense of the different tools you could use to accomplish the various, competing goals that you may have at the beginning of a project.

Get Their Attention!

  • Facts

    Use the Facts tool with icons to bring participants up-to-speed with visual and digestible pieces of information. You can include icons and custom colors to draw attention and customize the grid or masonry layout.

  • Block Quote

    Block quotes can help make your content stand out, draw attention to key details or phrases. You can use this tool to highlight information you want to ensure is noticed, or even share out quotes from decision-makers about the impact of this project.

Promoting Events

  • Events Feed + Event Pages

    Using the Events Feed (and building events pages), ensure that people know when any meetings or related events will be occurring.

    Events pages are a different type of sub-page, where you can build out a short registration form or even a quick-poll to get a sense of how many people may be attending.

  • Key Dates

    They Key Dates tool allows you to list important dates and events in an attractive, readable way. Whether it's consultation events, launch dates, the closing of a submissions process or a workshop series, it's important to communicate key dates in a clear, readable way in a different format than a project timeline.

Collecting/Answering Questions

  • Q + A

    Q + A is a great option to deploy from the jump. You could start gathering key concerns or information to clarify and demonstrate responsiveness immediately. You can allow for voting (upvoting or downvoting for a question or answer to demonstrate support or disagreement). This tool allows for you to customize your preferred moderation method, as well as if you want email notifications to come in so you don't miss anything.

  • Private Question Submission

    If you'd rather not collect questions and respond publicly, you could have an open comment box (Form Tool, standard layout) collecting questions or comments at the outset of a project. This may be less stressful for those tasked with responding to questions on a Q+A, but you lose the element of being able to demonstrate that you're being responsive publicly.

Community Building

  • Gather

    The Gather tool is a great option for people to share stories or memories with text, images, or videos so that as people begin to visit a new project page, they might be greeted with history and context surrounding the project. You could use this for a "contest" of sorts, allowing folks to vote on other contributions.

  • Subscription Form

    If you'd like to start building your base of contacts who are opting-in for future updates, you can use the Subscription Form to generate a list and collect some key information, such as name and email.

Jumping Right In!

  • Visioner

    Visioner is a great tool to use at any point in a public engagement process. You could use it as a way for folks to provide general feedback on a draft plan toward the end of a process, or you could deploy it at the start of a process to have a high-level visioning exercise. You can have voting turned on, and increase the character limit.

  • Quick Poll

    You could use a quick poll to get a sense of initial feelings or familiarity with a project. Could be something more lighthearted just to create an interactive element.

Adding Context to Content

  • Hotspot

    I know we're not supposed to have favorite children....but....


    The Hotspot is the perfect way to add accessibility, context, and interaction to any visual content. Add information, precedent images, etc. to a plan diagram to further explain what is being proposed, similar to the way you'd walk someone through it in-person. For those using screen readers, this creates so much more accessibility than a flat image or PDF. If all you have are PDFs, screenshots typically work fine!

  • Swipe

    Super impactful way to compare images, whether it be past and current conditions, or current and future. Great way to present renderings or show the impact of a project after its completion.

  • Gallery

    The gallery tool allows you to display images and videos in attractive and dynamic fashion. Choose from a range of styles and configurations. This is an ideal way to both organize your media and make it easy and inviting for visitors to browse and access. Make sure to enable lightbox so the images can be enlarged and participants can zoom in and around!

  • Image Slider

    The image slider tool allows you to display a carousel of images, whether that be existing site conditions, marketing materials for public meetings, or photos from events. The caption feature allows for you to provide some context to participants.

  • VR View

    This is not as intimidating as it seems! I use "Street View Download" in combination with Google Maps to get a 360 degree image for this tool. It allows folks to get immediately oriented to a specific area, such as an intersection or park.


Week Two Exercise

Okay, we're going to be loading up our pages with content! We will focus on organizing and addressing user navigation next week. We have uploaded some visual content into the File Manager (where all the content lives) if you'd like to use those, otherwise, feel free to use your own. It's up to you which tools you'd like to use for each of these tasks!


For this week's "homework", we'll ask that you:

1. Share content (graphic, diagram, image, plan, etc.) for public review.

2. Create an event page for a public open house.

3. Share out three concept plans or different images that you'd be asking people for feedback.

4. Include a mechanism for collecting either questions or contact information (or both).

Recording