Tools

This is a collection of assessments, checklists, plans, and templates that support equitable community engagement. These tools help practitioners adapt and adopt practices in their own work. They bring the Toolkit to life by applying guidance to current and future engagements.

Understanding community conditions

Mindsets Assessment (DOCX) Download
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Power Assessment (DOCX) Download
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Community Context Plan (DOCX) Download
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Trusted Messengers Plan (DOCX) Download
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Trust Plan (DOCX) Download
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Community Assets Plan (DOCX) Download
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Community Strengths Plan (DOCX) Download
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Civic participation

Level of Engagement Plan (DOCX) Download
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Input Collection Plan (DOCX) Download
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Input Summary Template (DOCX) Download
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Decision Making Plan (DOCX) Download
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Decision Making Power Template (DOCX) Download
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Conflict Plan (DOCX) Download
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Community Agreements Plan (DOCX) Download
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Meeting Plan Template (DOCX) Download
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Virtual Meetings Template (DOCX) Download
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Engagement plans

Alignment Plan (DOCX) Download
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Relationship Expectations Template (DOCX) Download
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Scope of Work Template (DOCX) Download
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SMARTIED Goal Template (DOCX) Download
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Work Plan Template (XLSX) Download
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Benchmarking Plan Template (XLSX) Download
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Accountability Plan (DOCX) Download
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Individual Reflection Plan (DOCX) Download
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Collective Debrief Plan (DOCX) Download
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Community Feedback Form Template (DOCX) Download
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Equity Evaluation Plan (DOCX) Download
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Follow Through Checklist (DOCX) Download
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Universal accessibility

Accommodations Plan (DOCX) Download
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Accessible Engagement Checklist (DOCX) Download
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Virtual Meetings Template (DOCX) Download
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Interpretation Checklist (DOCX) Download
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Translation Checklist (DOCX) Download
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Wellness Plan (DOCX) Download
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