Your PublicInput Pilot: A Roadmap To Success

Getting
Started

Planning Implementation Call

Training for End Users

Final Draft Design Recommendations

  • Project Manager and Agency Client POC in attendance

  • 30 minutes

  • Review priorities for engagement including 

    • community makeup 

    • underrepresented groups

    • potential project challenges 

  • Identify and define successful engagement outcomes 

  • All end-users in attendance

  • 1-1.5 hours

  • Provide  credentials for all users

  • Overview of how to set up your brand: Logos, Departments, Public Site, and Social Media Sites

  • Train on key platform functions, heavy focus on survey building. 

  • List of additional resources

  • Project Manager in attendance, Agency Client POC optional

  • 15-30 minutes

  • Draft initiative review and feedback

  • Tips and best practices for success 

  • Outline ideal timeline for project phases and in-person community meetings

  • List of additional  resources

Integration & Analysis

Public Meetings

Data and Analysis Training

Optional: Q&A 

  • All relevant end users in attendance

  • 15-20 minutes

  • Set up your first public meeting 

  • Configure Kiosk to collect info from meeting attendees

  • Test-run live polling

  • All end users in attendance 

  • 1 hour

  • In-depth training on Analysis features:

    • Comments

    • Participants/CRM

    • Segmenting

    • Reporting 

    • Data download

  • Anyone may attend

  • 30 minutes

  • Optional support for team members for: 

    • Data results and analysis

    • Best Practices

    • Engagement strategy 

    • Tech Support

 

Project 

Review & Closeout

Engagement Wrap Up

Project Debrief

 

  • Project Manager in attendance

  • 30 minutes

  • Finalize Dynamic Reports and send to stakeholders

  • Review of comment analysis and data insights

  • Close the loop with end-of-project communications

  • Project Manager and Agency POC in attendance

  • 30 minutes — 1 hour

  • What worked well? How can we improve the user experience?

  • What happens to the data after closeout?

 

Pilot Project Success Checklist

☐  Coordinate with Project Manager and Owner agency to ensure ability to attend PublicInput engagement & training meetings

☐  Link PublicInput with existing social media accounts & conduct a targeted social campaign

☐  Import existing contacts into PublicInput’s email CRM tool and re-engage

☐  Send project-related email communications via the PublicInput system

☐  Publicly share SMS shortcodes

☐  Promote and document public meetings through the Offline Events dashboard

Question title

Interested in learning more or seeing where you can improve? Schedule a Pilot Audit with us now — enter in your contact information and a team member will be in touch shortly.