For public organizations · Diagnose workflow

Engagement Workflow Review

A structured look at how feedback moves from your collection tools into planning, governance, evidence and reporting, and where it stalls.

A council engagement team laughing as they map how feedback moves from online tools into reporting, with sticky notes on the table

Best fit

  • You use online engagement tools, surveys, website forms or spreadsheets to collect feedback.
  • Planning, approvals, analysis and reporting happen in documents, email and inboxes.
  • Different teams run engagement differently and reporting is assembled at the end.

What you get

  • A map of your current workflow from project start to report-back.
  • The handoffs where evidence, decisions and accountability go missing.
  • What to keep (your tools stay), what to connect, and what to standardize.
  • A recommended first project to run end-to-end in CE Canvas.

How it works

  1. 1

    A 45-minute working session with the people who run engagement day to day.

  2. 2

    We document the workflow and gaps and return a one-page review within a week.

  3. 3

    You decide whether a guided pilot on one real project is the right next step.

Part of the Connecting your online engagement tools path.

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