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How to advance your stakeholder engagement strategy

13 practical tips and 3 advanced facilitation techniques for engagement teams ready to level up

If you've got the fundamentals down and you're looking for what comes next, this is the guide. It covers 13 tips for building stakeholder connections, understanding stakeholders better, and reporting consistently, as well as three advanced facilitation techniques used by experienced engagement teams: Socratic Circles, Field Trips, and Fishbowl Discussions.

It's the kind of guide you can read in one sitting and come back to when you're planning your next engagement.

What's inside:

13 tips across four areas

  • Building strong stakeholder connections (comprehensive profiles, communication tracking, regular updates)
  • Understanding your stakeholders better (mapping, identifying engagement preferences, deriving insights from data)
  • Consistent reporting (regular cadence, building reporting behaviours, strengthening data with feedback)
  • How SRM software supports all of the above

3 advanced facilitation techniques

  • Socratic Circles for gathering diverse stakeholder input and building buy-in
  • Field Trips for on-site engagement that builds context, trust, and authentic relationships
  • Fishbowl Discussions for facilitated, structured dialogue between selected stakeholders

Each technique includes a step-by-step setup and the specific benefits experienced teams see when they use it.

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Who this guide is for:

  • Engagement, consultation, and community relations professionals with at least a few projects under their belt
  • Team leads looking to mature their team's engagement practice beyond the basics
  • Government teams under pressure to report more consistently and demonstrate impact
  • Anyone whose engagement work has plateaued and wants concrete techniques to try next

Jambo is trusted by governments and organizations worldwide

Frequently Asked Questions (FAQs) about the 'How to advance your stakeholder engagement strategy' ebook

Here, you can find answers to the most commonly asked questions about Jambo's How to advance your stakeholder engagement strategy ebook.

If you don't find the answer you're looking for, our friendly sales team is always here to help. You can contact us at hello@jambo.cloud.

How is this different from the beginner's guide?
The beginner's guide covers the frameworks and planning fundamentals. This guide assumes you've got those down and goes deeper into the practical and advanced techniques teams use to mature their practice, including facilitation methods you won't find in most introductory material. 
Are the advanced techniques realistic for a small team?
Yes. Socratic Circles, Field Trips, and Fishbowl Discussions don't need a big budget. They need planning and the willingness to set up the right environment. The guide walks through how to set up each one.
Does this require SRM software to be useful?
No. The techniques and tips work regardless of what tools you use. The guide does explain how SRM software like Jambo supports each area, but you can skip those sections if you're not in the market for software. 
Is this only relevant to government teams?
No. The tips apply across sectors. Energy developers, infrastructure teams, healthcare organizations, and councils all use these techniques.

Ready to see what Jambo looks like in action?

If you read this guide and want to see how SRM software actually supports stakeholder engagement at scale, book a 15-minute call with our team.
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