The U.S. Environmental Protection Agency (EPA) may well be one of the leading government agencies in the world when it comes to public participation. Their public engagement site offers a plethora of useful information including tools, definitions, case studies and much more. Their Public Involvement Network News electronic newsletter is another great resource.
A feature article in the Fall 2009 edition (PDF, 1.3 MB) provides a nice summary of a recent online dialogue with a group of ”twenty individuals with experience hosting, developing, facilitating, and/or researching web-based public engagement” that aimed to discover “what works, unanswered questions, and promising new strategies” with regard to web-based engagement: Web-Based Dialogue: What is The Next Frontier?
From the article:
What Are Best Practices for Online Dialogues?
There is enough experience with online dialogues that a body of “best practices” is beginning to emerge. This section describes key lessons identified by practitioners—starting with up-front planning, moving into dialogue facilitation, and finally describing how dialogue content affects policy.
It then goes on to list the following eight best practices in considerable detail:
- Establish a clear purpose––and design the dialogue to accomplish it
- Actively market the dialogue and recruit people to participate
- Develop a compelling and constructive agenda
- Use effective facilitation techniques to help people participate and keep the dialogue focused
- Make it easy for people to get started and stay focused on the topic
- Ensure worthy content with lasting value
- Ensure an active and constructive role for dialogue “hosts”
- Make sure participants are being heard—and that they know it
Note that these recommendations are, for the most part, completely independent of any underlying technology — something that’s at the core of our proposed session at SXSW next year.
Towards the end, the article lists a number of remaining challenges. If you’re working in e-participation today, this is pretty much the work that’s cut out for you, which is why I’m quoting this section in its entirety:
What Are Key Remaining Challenges and Questions About Online Dialogues?
Although much has been learned about how to make online dialogues effective, there are still remaining challenges to be addressed through refinements to dialogue design, facilitation, and other techniques. Key challenges include:
- Different levels of engagement—while some people are reluctant to post, some are “chomping at the bit” to get discussions going and can deluge other participants with overwhelming numbers of messages.
- Promoting effective interactions when dealing with participant populations having significantly different levels of expertise, experience, and expectation. When dialogues are open and inclusive, diversity can result in a much more interesting dialogue that produces a rich and varied knowledge product. However, in other instances, a great disparity in threshold knowledge, experience, and expectation can result in a dialogue that is less effective and also more frustrating to participants. Those with a greater threshold knowledge who hope to focus on tangible outcomes may become frustrated with those having a more casual interest (and the casual participants may feel intimated by those with more knowledge and experience).
- Involving people with limited Internet access or other cultural, social, or psychological constraints on participating. (In one dialogue the hosts heard that someone had no access to a computer, and they arranged to receive his faxes, post them, and get the related responses to him for several days.)
- Sorting and organizing the wealth of contributions in an efficient way so that participants and sponsors can find and participate in the parts of the dialogue that are most relevant to them. In some cases, the “noise” of irrelevant postings can eclipse the “signal” of on-topic content.
- Balancing the need to keep conversations focused while also not limiting insightful conversations or unique ideas that are “outside of the box.”
- Helping participants stay current with the evolving dialogue conversations that can run over hundreds of messages posted each day.
- Overcoming some well-intentioned, but limiting government rules, such as the Paperwork Reduction Act’s limits on asking questions of participants or asking them to take surveys as part of the dialogue process.
The web dialogue was hosted by WestEd and the archive can still be viewed online.

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