This publication is part of a two-part series exploring the use of forums as a community engagement tool in Extension work. It is a comprehensive how-to guide designed to help Cooperative Extension professionals develop issues forums in both onsite and online settings.
ATTRIBUTION | 2 |
TABLE OF CONTENTS | 3 |
MEET THE AUTHORS | 5 |
ACKNOWLEDGMENTS | 8 |
FOREWORD | 9 |
EXECUTIVE SUMMARY | 10 |
Origins of Our Story | 11 |
Origins of 2016, 2018, 2019, and 2021 Forums | 11 |
ABOUT THIS GUIDE | 13 |
Who is This Guide For? | 13 |
How Should I Use the Guide? | 17 |
Why Use a Forum? | 17 |
Our Story – Why We Used Forums to Address Farm and Farm Family Issues | 20 |
ABOUT FORUMS | 21 |
What is a Forum? | 21 |
Online Forums | 22 |
Our Story – About Our Forums | 23 |
What are the Principles of Successful Forums? | 24 |
Principle One: Use Adult Learning Recommended Practices | 24 |
Principle Two: Facts guide thinking, decision-making, and action | 24 |
Principle Three: Relationships Between and Among People and Our Built and Natural Environments Matter | 25 |
Principle Four: Solutions are Multi-level, Innovative, and Build on Existing Assets | 27 |
Principle Five: How Issues are Named and Framed Helps to Engage Community Participation | 27 |
HOW TO NAME AND FRAME ISSUES | 28 |
What is “Naming and Framing” and Issue? | 28 |
Why is “Naming and Framing” So Important? | 29 |
Our Story – Naming and Framing Issues for Our Forums | 30 |
HOW TO ENGAGE MULTIPLE PERSPECTIVES | 31 |
Identifying People | 31 |
Recruiting Representatives of the Community | 31 |
HOW TO PLAN A FORUM FOR SUSTAINED ENGAGEMENT | 32 |
How to Plan a Forum | 32 |
Planning Timeline | 34 |
Agenda of a Forum Using the Principles of a Successful Forum | 36 |
Engaging Others | 39 |
Planning Team or Committee | 39 |
Facilitators | 39 |
Key Informants | 40 |
Forum Participants—Community Involvement | 42 |
Members of the Media | 43 |
Sponsors and Partners | 43 |
On-Site Face-to-Face vs. Online/Virtual Forums | 43 |
Our Story —Engaging Others and Creating Our Forum | 44 |
THE FORUM AGENDA – THE FLOW AND ENGAGEMENT ACTIVITIES | 45 |
1.Ground the Content of the Issue with Facts and Context | 45 |
Our Story — Just the Facts and Context, Please | 46 |
2.Case Studies Connect Participants to Each Other and the Personal Side of Issues | 47 |
Using Case Studies During the Forum | 49 |
Our Story — Stories Connect People | 50 |
3.Moving from Ideas to Actions - Strategic Doing™ | 51 |
Using Strategic Doing™ During the Forum | 53 |
Pre-Forum Activities | 53 |
During the Forum—Strategic Doing™ Activity Steps | 54 |
Our Story — Strategic Doing in Practice | 54 |
4.Resource Table | 55 |
5.Post-Forum Activities | 55 |
Our Story — Post-Forum Tales | 56 |
WHY AND HOW SHOULD WE EVALUATE THE FORUM? | 58 |
Why Collect Evaluation Data? | 58 |
How and When Should We Collect Data? | 59 |
Before the Forum | 59 |
At the End of the Forum or as Part of the Strategic Doing™ Process | 60 |
Post-Forum | 60 |
Our Story — How Knowledge, Confidence and Conditions Began to Change | 60 |
WHAT HAPPENS AFTER THE FORUM? | 64 |
Communication | 64 |
Action and Accountability | 64 |
Publicize Outcomes | 64 |
Our Story: Keep on Keeping On | 64 |
Communications | 65 |
Strategic Doing™ Groups | 65 |
Reporting | 65 |
Opportunities | 65 |
Lessons Learned | 66 |
Pre- Forum Considerations | 66 |
Post-Forum Considerations: | 66 |
CONCLUSION | 67 |
Our Story — The End or a New Beginning | 68 |
RESOURCES FOR PROFESSIONAL DEVELOPMENT | 69 |
1.Naming and Framing Issues | 69 |
2.Resources to Engage with Communities | 69 |
3.Community Issue Forum Examples | 72 |
4.Resources for Farm and Farm Family Resilience | 72 |
TOOLS TO USE IN PLANNING AND IMPLEMENTING A FORUM | 74 |
Tool 1: Situation Analysis and Naming and Framing Worksheet | 75 |
Tool 2: Engaging Community—Identifying Community Capitals Worksheet | 76 |
Tool 3: Considerations for In-Person or Online/Virtual Forums | 77 |
In-person Forums | 77 |
Online Forums | 78 |
Tool 4: Forum Budget Planning Template | 80 |
Tool 5: A Planning Timeline and Checklist | 81 |
Tool 6: Suggested Progression & Agenda Items for Planning Committee Meetings | 84 |
Tool 7: Preparing for the Forum Day Checklist | 85 |
Seating arrangements | 85 |
Note-taking supplies | 85 |
IT/presentation set-up | 85 |
Participant packets | 85 |
Wayfinding signage | 85 |
Sign-in/Registration Table | 85 |
Facilitator Preparation | 85 |
Resource Table | 86 |
Other | 86 |
APPENDICES | 87 |
Appendix 1: Stakeholder Logic Model for Linking Farm Vitality and Health | 88 |
Appendix 2: Invitation to Forum Attendees from the Dean of the College of Agriculture and Natural Resources and the Associate Dean and Director of Cooperative Extension, 2018/2019 | 89 |
Appendix 3: Email Invitation to Forum Participants from Planning Committee 2018/2019 | 91 |
Appendix 4: Letter of Invitation to Forum from Planning Committee - 2021 | 92 |
Appendix 5: One-Month Follow Up Letter to Delaware Participants and Stakeholders - 2018/2019 | 93 |
Appendix 6: Post Forum Letter to all Participants - 2021 | 94 |
Appendix 7: Case Studies 2018/2019 - Linking Farm Vitality and Health Forum | 96 |
Appendix 8: Case Studies 2021 Could Covid Happen Again? Forum | 98 |
Appendix 10: Key Informant Interview Question Guide (2018/2019) | 101 |
Appendix 11: Focus Group Questions (2021) | 102 |
Appendix 12: Evaluation - Sample Temperature Reading | 103 |
Appendix 13: Evaluation Questions used for Online/Virtual Forum | 104 |
Appendix 14: Evaluation - 3-Month Post-Forum Survey (2021) | 105 |
Appendix 15: Special Supplement to the Delmarva Farmer | 106 |
Article Written by Attendee and Reporter Carol Kinsley | 106 |
REFERENCES | 107 |
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