The story matters more than the words

Howdy,

Did that "howdy" make you double take? Hi, hello, hey, yoo-hoo, yo, howdy - so many possible one-word greetings. Don't they each make you feel a little bit different?

I love words. As an avid reader, a writer, and just a human in this world, I love words.

And I do think they matter. As our little greeting exercise shows, words do evoke feelings, and they communicate all kinds of things (the mood you're in, how well you know the person you're talking to, how formal the context is, and so on and so forth).

BUT I don’t think words matter as much as policy or practice. It goes back to the old saying, actions speak louder than words.

If you’ve seen the conversation around whether to use the term unhoused or homeless or persons experiencing homelessness - I always come out of it thinking: 1) ask the people themselves (Folks have. The vast majority of them continue to prefer the term homeless.) and 2) WHO CARES if you aren’t DOING something about it?

As usual, McSweeney’s sarcasm captures it better than I can - “Our City’s New Initiative Will End Homelessness by Calling It Something Else”. Changing our words doesn’t mean we’re changing our actions - in fact, changing words often distracts from the fact that we’re not changing our actions. Much of the time, changing our words is a whole lot of virtue signaling and not much else.

When it comes to community health and well-being, changing actions - changing policy and practice - is what matters. That requires changing minds. And that, in turn, requires a compelling story.

This is where public health - and movements to advance public health - have fallen very, very short.

We should be FAR more obsessed with shaping the narrative than with word choice. As I’ve said before, we need to tell more stories (it's why PoP Health hosts a "Story Space" at the annual community health event we co-organize, sharing stories with kids about our minds, emotions, and connections to others).

But it's not just our kids who need stories. Our communities do too.

How do we tell compelling stories that place the blame on the system and not the individual? How do we tell powerful stories that make the case for prevention instead of after-the-fact treatment? How do we tell stories that build community and bring more people under our tent, instead of further alienating those we need to persuade?

THIS is what we should be obsessing about.

Words can evoke emotions, but stories are what change minds.

I find the work of organizations like Frameworks Institute and Hollywood, Health, and Society to be quite compelling on this front.

In my little corner of the world, I’ve tried to shape a story around our approach to health and am currently working on shaping a story around the impact of corporate power on our health and environment and what we can do about it.

How are you shaping stories in your work and in your communities? Or, if you aren’t yet, how might you want to moving forward? Drop me a line and let me know!

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Movements need weavers and warriors

What a week.

In the last issue of Community Threads, I spoke about how voting isn’t enough - that we need to organize movements. That remains true regardless of who wins an election or which political party is in power.

We need to come together - in a highly organized, long-term, consistent way - to make collective demands for concrete changes. We need movements.

And movements need both weavers and warriors.

Weavers that bring separate threads together to create a collective fabric - that bring organizations and individuals together for a common purpose, that build stronger connections, that persuade more people to join together, that reach across aisles, that take collective action.

Warriors that fight for the changes they want to see - that go up against power, that resist what they know is not right, that protest against injustice.

I’ve always considered myself a weaver - everything from the name of this newsletter (Community Threads) to PoP Health’s logo (which emphasizes interconnectedness) go back to the ideas of working together for collective impact. It’s why I love working with community coalitions and collaboratives.

And yet, I find myself venturing more into warrior territory these days. PoP Health has a new initiative coming down the pike (in Spring 2025) that’s focused on putting political and economic power back in the hands of communities, as opposed to corporate interests. And it has me fired up.

It makes me wonder if those of us who have both weavers and warriors in us - and those spaces where weavers and warriors can come together - could be valuable to the work of organizing movements.

Because a few things are clear.

A lot of weaving in the community health space has involved admiring the problem, as opposed to solving it. A lot of weaving has focused so much on achieving consensus with everyone (even the corporate interests that are working against public health goals) that the end results have been weak and watered down actions.

On the flip side, a lot of warriors in the community health space have failed to widen their tent and expand their coalition. A lot of warriors have failed to coordinate and coalesce around concrete demands in consistent, sustained ways.

Movements need weavers and warriors (and those who see both in themselves). Who are you? A weaver, a warrior, both? And has your answer changed over time, like mine? Drop me a line and let me know!

Ultimately, successful movements need weavers that build agreement and collective, sustained action around the concrete demands of warriors.

As I said last time, history shows us it’s possible. Let’s get to work.

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Why voting isn’t enough

With election day fast approaching, I’ve been thinking a lot about voting. 

At an event I was at a few weeks ago, someone brought up the distinction between technocratic strategies and democratic strategies - that technocratic strategies focus on policy (which is necessary, but not sufficient, to transform health in our communities) while democratic strategies focus on politics (which is all about POWER). 

We can’t transform health in our communities without democratic strategies that center power.  And as Frederick Douglas said, “Power concedes nothing without a demand.” If we don’t demand change, power concedes nothing, and we’re left where we started. 

And up until recently, I thought about voting as one of the only ways I personally could demand change. 

Yes, I could call my legislators or sign a petition or join a protest, but those things never seemed all that effective to me. 

And I finally figured out why. 

I just finished the book Dark PR, by Grant Ennis (highly recommend, and you’ll be hearing more about it from me!), and he lays out both why “just voting” isn’t enough and why other political actions in the modern day “fall flat”. 

Ennis talks about “just voting” as a “harmful narrative”. 

“If we are deceived into believing that citizenship begins and ends with voting, we risk losing sight of the fact that a healthy democracy requires citizen association and political action in addition to voter participation. Democratic participation involves starting, actively organizing, and participating in citizen groups that continuously demand change. Democracy is in danger if we fail to understand that it requires much more than ‘just voting’.” 

And the citizen association piece is the key to why the political actions I had available to me (call my legislators, sign a petition, join a protest, and so on) always seemed ineffective. 

Ennis writes, “Citizens ‘just protest’ at the expense of meaningful citizen organizing and targeted political action.” It’s not that protests are always ineffective, but if we are mobilizing without organizing, if we are mobilizing without concrete and substantial demands, then we are engaging in “aggregate individual behavior” as opposed to a true collective movement. 

He contrasts how historical protests that led to meaningful policy change did not involve “individuals brandishing banners stating scattered goals” but rather “organized citizens focused on political action” with banners that “listed their demands and the names of the groups they represented.” 

Don’t get me wrong, I remain a proud voter, and think everyone eligible should absolutely vote in every election. And that changes are needed to make it easier to vote. 

But it’s not enough. 

And neither are individually calling our legislators or showing up to a one-off protest. 

We need to organize movements.  We need to make it so we call our legislators and sign petitions and join protests in ways that ARE effective because they are organized, collective demands for concrete changes that are long-term and consistent. History shows us it’s possible. 

More on movements soon. In the meantime, let’s vote! 

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The difference between cynicism and skepticism

Are you a pessimist or an optimist?

I’m optimistic (almost to a fault, my family would tell you).

But…I’m also pretty skeptical. Whether it’s someone trying to sell me on a business idea or life insurance package or supplements or pretty much anything - they’ll be met with a lot of questions and not-particularly-well-hidden skepticism (I’ve got no poker face, y’all - something I share with my daughter).

Doesn’t it seem somewhat counterintuitive to be both optimistic and skeptical? If you’re optimistic and believe the best in people, shouldn’t you also believe in the ideas people are putting forward? 

Well, in an issue of Well from the New York Times last month, they quoted the director of the Stanford Social Neuroscience Lab, Jamil Zaki, making a distinction between cynicism and skepticism, and it was a real “light bulb moment” for me - 

“Cynicism…is a lack of faith in people, while skepticism is a lack of faith in our assumptions.” 

Ding, ding, ding! When I read this, I immediately thought, YES, this is exactly it. I believe in people (ok, not every single person, but generally speaking, I believe most people have good intentions and are trying their best). But I reject many of the assumptions that underlie our society. 

Dr. Zaki suggests that a cynical worldview - believing people are “generally selfish, greedy and dishonest” - can make you feel safer and smarter, but can also have a negative impact on your health and lead to beliefs that are untrue. He “encourages readers to become “hopeful skeptics” who think critically about societal problems while recognizing how kind and generous others really are.” 

And this, I think, is at the heart of public health and the work of coalitions in pursuit of transformational change to the health and well-being of their communities. 

We should be highly skeptical of the assumptions that underlie our current policies and systems. 

But we should not lose our faith in people, or our faith in the idea that people can come together to change our policies and systems for the better. 

What do you think? Does this resonate for you? Are you a cynic or a skeptic or both or neither? And how do you think cynicism and skepticism “show up” in our work?

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The most important question to ask yourself when action planning

🍁Happy Fall🍁 

It’s the season of sweaters and apple picking and pumpkin spice. 

And my personal favorite - the changing colors of the leaves. There is this incredible tree in our neighborhood, visible from our front door, that turns brilliant shades of yellow and orange and red over the course of the transition from summer to fall. The very top of the tree has just started to change color. 

Over the course of the next several weeks, the entire tree will gradually change color until it’s brilliantly aflame, and then the leaves will start to fall, until eventually the tree is left bare. It’s a transition I love watching. 

One of the amazing things about Fall colors - every leaf is unique. The shape, the shades, the imperfections. They’re each adding unique value and, ultimately, when we look at the tree as a whole, creating a sum that’s greater than its parts. 

This is exactly how I want us to think of our coalitions and their membership. 

And it leads to what I think is the single most important question to ask yourself during coalition action planning - 

What’s our unique value add? 

What do we collectively bring to the table that other organizations/agencies/actors in our community don’t? 

What can we do that others are not doing and cannot do? 

What gap can we fill?

Grounding your action planning in this question about unique value add is vital. 

I’ve been working with two very different coalitions recently, and in both, we’ve intentionally rooted action planning efforts in this question. 

There is a school mental health coalition where we’ve articulated this unique value add as the three prongs of our mission statement - and that mission statement is now driving our action planning, both for the coalition as a whole, as well as for specific pilot projects. 

There is a rural health coalition where we’ve honed in on mobile care as a key focus area. We’re still in the process of articulating our unique value add, but we’re centering that as the key goal of our initial information gathering with mobile care providers in the region. We’re aiming to understand their experiences, challenges, and opportunities, and get their direct input about where our coalition can add unique value to what’s already happening in the community. Is it as a convener? As an advocate? As a data gathering and sharing entity? As something else? To be determined, but the answer(s) will drive our action planning, and ensure that whatever we end up doing is actually valuable and not duplicative or counterproductive to existing efforts. 

Along with the question of what our unique value add is as a coalition, a couple important bonus questions to consider: 

• What can we create that’s greater than the sum of its parts? The whole point of a coalition is to bring together multiple entities for collective action - so what can we create by working together that’s more than what we could accomplish simply working in parallel?

• What is each organization and individual’s unique role within the coalition? The key to recruitment and retention of coalition members is ensuring they have clear roles and responsibilities that they are uniquely suited for. 

So, as we commence this Fall season, I invite you to explore or revisit the question of what your unique value add is - as an individual, as an organization, and as a coalition. Send me your thoughts!

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"The art of gathering" and the importance of grounding people in their purpose

Have you facilitated a meeting before? Or hosted a party?

What runs through your mind when you’re planning a gathering?

Are you a “chill host” (hint: Priya Parker, in her book, “The Art of Gathering”, suggests you shouldn’t be!)?

Source: https://www.priyaparker.com/book-art-of-gathering

Do you ask yourself why you’re gathering people (and then why again and again, until you drill down to something meaningful) and use your answer to shape your event (hint: This will help you host a meaningful, memorable gathering!).

I was invited to speak at a Comprehensive School Mental Health State Policy Academy in Charlotte, North Carolina last month. At the start of one of the days, in small groups, the meeting facilitator had us answer what I think might be the most powerful icebreaker question I’ve been asked - “Who do you dedicate your learning here today to?”

The answers from the members of our small group were vulnerable, beautiful, and heartfelt - from stories of loss to children going off to college to reflections on one’s community. It was an invitation to not just think about our school mental health work and the impact it could have, but to ground ourselves in what this work means to us.

My answer surprised even me - as I thought about school mental health and who I’d want to dedicate my learning to, my thoughts gravitated to the people closest to me who had the least amount of support for their mental health as children - my parents.

This opening question is a powerful example of a point Priya Parker underscores in her book - don’t open with logistics. Get to those eventually, but they are a buzzkill as an opener. Instead, think about the deepest “why” of why this gathering is taking place and use that to plan a powerful opening. (Note: This goes for endings too, don’t end with thank yous! Get those in along the way, but to close, get people back to the core “why” of the gathering and inspire them to make a change - however small - as a result.)

Speaking of thought-provoking openers - while I was in Charlotte for this meeting, I wandered through the city and checked out the amazing public art sprinkled throughout, and this sculpture at the entrance to a park really caught my fancy, so I had to take a quick picture. What a way to invite people to think about their time in this outdoor gathering space.

“Life is an Open Book” by Brad Spencer in The Green, Charlotte, North Carolina

Every time we come together with others, whatever shape or form that takes, however casual or formal, we have an opportunity to elevate that gathering - from something mundane to something extraordinary. Take your shot. And shoot me a note to tell me all about it!

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HOW to tell a powerful story + tips to transport and activate your audience

I’ve been leaning on beach reads this summer (to be honest, I lean on them year-round) and have always loved being transported to new places through stories.

But let’s be real, it’s easy to transport a reader to a beautiful beach on vacation. It’s a lot harder to transport them into, say, the lives of families in rural America.

But even stories about the same place and same community can be quite different from one another.

As J.D. Vance hits the news cycle as the Republican vice presidential nominee, I’ve been thinking a lot about an alternative to his Hillbilly Elegy (a memoir about life in rural America, which I did not read) - namely, Demon Copperhead by Barbara Kingsolver (a novel about life in rural Appalachia, which I read and found deeply moving).

Hillbilly Elegy (although it received critical acclaim from many upon release) has been described as condescending and inauthentic. I suspect the reason for this is the nature of the stories the book tells. As one Appalachian Studies expert put it, “One of the most troubling things to me about the book is that it talks a lot about unemployment and poverty, domestic violence, the opioid crisis, but it never gives you context for why those things exist the way they do in Appalachia.”

In contrast, one journalist notes, “Kingsolver slyly weaves the history of her home into Demon’s harrowing tale. From the Whiskey Rebellion to the boom and bust of the tobacco and coal industries, she describes a community preyed on for decades as governments and companies extracted their resources. And then came the opioid crisis.”

If you haven’t read Demon Copperhead yet, pick it up now - it’ll show you the power of story in transporting us much better than I can. But you know me, I’m going to try anyway! Here are some tips, strategies, and resources for transporting and activating your audience via powerful storytelling.

Can you share some tips for effective storytelling?

Storyboard. I have loved Echo Rivera’s trainings around presentations (which are, after all, simply a story you’re telling!) and one thing she emphasizes is that Step 1 is storyboarding. You have to map out the flow of the story you’re telling from the get-go and make sure it’s going to leave the audience with the right takeaways. So don’t jump to writing, slide creation, or anything else until you’ve taken the time to storyboard.

Get personal. Here at PoP Health, we’ve been working on a project for the Centers for Disease Control and Prevention focused on how to improve public health cancer prevention messaging and one of our key takeaways has been the need to get more personal. What does this look like? It’s not about dry facts or abstract concepts. Instead, think personal true stories from “people like me” that are accompanied by the faces of those people, embedding health information in TV shows, appealing to one’s identity (tapping into a shared identity of being a mom, encouraging kids to “be a helper” instead of “help others”).

Be relatable. Use words your audience would use. Use metaphors to help boil down complex concepts into something your audience can wrap their arms around. Keep it local.

Get visual. Drawings, photos, videos, GIFs, all can be helpful, especially when they feature real people, make your audience laugh, or convey a powerful message. Infographics and data visualization - when done well - are also great tools.

What are some specific strategies for effective storytelling?

Co-create stories and messages: You know who already knows the real stories that will resonate with your audience? The people who’ve lived those stories. Also known as your audience. Co-create stories and messages with them.

Interpret your data for your audience: Use a storytelling sentence. Don’t leave it to chance or someone else’s interpretation. Don't assume the numbers speak for themselves. It's your story - so, tell it! Along the same lines, take this great advice from Stephanie Evergreen and make your data dashboard a webpage. Why? Because then, you’ll be telling an actual story! And as Stephanie says, “That narrative is where you get nuance. Expansion. Explanation. Clarification.”

Tailor content: First, you need to tailor content to your audience (based on a wide range of factors that are too much to get into here - more to come on that in the future), to the channel you’re using (please don’t post your static flier content to Tik Tok or vice versa!), and to the current and local contexts. Also tailor content to the type of deliverable (Website? Report? Social media post? Podcast?) and tailor the deliverable you’re choosing to work for your particular goals and audience. Even within a single deliverable, try to make it modular, so you can easily toggle in and out “modules” for different audiences based on who needs X background information or who cares about Y data.

What are some resources to help me tell powerful stories?

Echo Rivera’s free 6 Gears of Creating Engaging Presentations training

Stephanie Evergreen’s “delightful, strategy shifting, and totally free ideas for your next data viz”

Potential Energy Coalition’s Talk Like a Human guide (I think their lessons on how to communicate climate change apply much, much more broadly!)

Here’s the thing, effectively sharing what we know, do, and learn is essential to transforming health in our communities. And there is no better way to do that than to tell stories. So embrace your identity as a storyteller and get REALLY good at it - the results will surprise you.

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Why people forget facts but remember stories - an intro to Effective Storytelling

Is your summer off to as hot and joyful a start as mine, Reader?

Our family spent the last week at an all-family violin camp in the Blue Ridge mountains, and it was a joy on so many levels (our girls did not want to come home!).

Being surrounded by music all week had me forgetting the heat (despite the lack of AC at camp) and remembering just how powerful art is and how every piece of art tells a story.

Have you heard the quote about how people forget facts but remember stories? That's definitely true but misses a key piece of the puzzle. People remember stories because they make them FEEL.

Which brings me to another quote, this from Maya Angelou: “People will forget what you said. People will forget what you did. But people will never forget how you made them feel.”

I have always been moved by stories in all their forms - as an avid reader of novels, as a dancer, as a journalist through middle/high school and college, as a mom (and chief bedtime book reader).

I’ve written about the power of narrative and why we need to tell more stories before, so today I’m especially excited today to dive into the final phase of PoP Health’s CAPE process - Effective storytelling.

What do you mean by effective storytelling?

Coalitions and collaboratives working to transform health in their communities need to tell their stories - stories of their communities, their work, their process, their successes, their impact, and also their struggles and the barriers that prevent them from having more impact.

They need to tell their stories with and to community members; they need to recount their stories to policymakers and funders; they need to share their stories with partner organizations and agencies.

Effectively sharing what we know, do, and learn is essential to community health improvement. Elevating the voices of community and coalition members through these stories and synthesizing your experiences and learnings in ways that resonate with community members, policymakers, funders, and other key audiences are not easy tasks - but they are vital.

What are some ways to think about effective storytelling?

There are many storytelling frameworks to choose from, from the Hero’s Journey to the Freytag Pyramid to the Pixar Story Framework.

They all have helpful components and are worth exploring. What might be even more helpful as a starting point, though, are these two highly simplified models of storytelling:

Hook / Story / Close: This is pretty much just what it sounds like. You start with a powerful hook that captures your audience’s attention, tell a compelling story, and close with a call to action or an offer. Each component might be quite different based on your audience (what hooks a policymaker won’t hook a community member and what you want a funder to do is likely quite different than what you want a partner organization to do).

The Golden Circle: Simon Sinek’s idea of a Golden Circle, popularized via his 2009 TED Talk, captures how inspiring organizations and individuals think, act, and communicate: They start with explaining why (what’s the purpose, cause, or belief?), then how (how is the why brought to life?), and only then the what.

While we’ve been focusing on storytelling, it’s not just about the story! Who’s telling it, who’s hearing it, the channel through which they’re hearing it, how they respond, the broader context, misinformation - all of these things matter, and they can matter quite a lot. In a current project focused on strengthening cancer prevention communications, we’ve been using this communications framework to organize our findings, and I find it quite helpful:

Eight Essential Components of Communication:

1. Source: Who’s creating and sharing the message?

2. Message: What are they saying?

3. Channel: How is the message traveling between source and receiver?

4. Receiver: Who’s receiving the message from the source?

5. Feedback: What messages does the receiver send back to the source?

6. Environment: What’s the surrounding physical and psychological context where messages are being sent and received?

7. Context: What’s the broader setting and scene, and what supports/barriers does the receiver face in acting on the message?

8. Interference: What blocks or changes the source’s intended meaning of messages, including misinformation and disinformation?

What are some questions I should be asking myself about effective storytelling?

• How can we elevate and center the voices of community and coalition members in our stories, and who among them will our audiences most deeply connect with?

• How can we transport our audiences through story (given that narrative transportation reduces psychological barriers, serving as a powerful tool for persuasion) and tap into their self-concept/self-identity - their sense of who they are as a person (given that people engage with communications that deepen their sense of self and reject communications that counter their sense of self)?

• Where and how can we best reach our audiences?

• What supports or hinders our audience from acting on what we tell them, and how can we address these factors?

Sometimes, we’re so tired doing the work that we don’t take the time to tell our story - much less tell it well. But it’s a vital part of the process of transforming health in our communities.

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A Participatory Evaluation HOW TO: tips and tools for sensemaking, storytelling, and more

It was college reunion weekend at my alma mater (wahoowa!), and in addition to taking a few (literal) walks down memory lane, I thought a lot about feeling a sense of community and what magic combination of ingredients is needed to create that.

Shared experiences - especially those where you gain something of value and even more so those where you create something of value - are part of that secret sauce.

And participatory evaluation, when done well, checks all those boxes.

If you missed the last issue of Community Threads, be sure to check it out first, as it provides an overview of PoP Health’s participatory evaluation approach. With that approach in mind, today’s issue is diving into HOW we actually do participatory evaluation. Let's jump right in.

Can you share some tips for participatory evaluation?

Begin with the end goal in mind, and design your evaluation and learning process accordingly. What do community members, coalition members, and the evaluation and learning team most want to learn and why?

Consider how community members can co-own - and meaningfully benefit - from every stage of the evaluation and learning process, from initial brainstorming and planning through data collection and analysis through sensemaking and storytelling. How is each stage of the process structured to allow community members to drive or co-lead the process? How is each stage of the process designed to ensure community members walk away with new capacity, connections, resources, and supports?

Develop infrastructure for responsive feedback and continuous quality improvement. You’ve heard this tip before from me and I'm repeating it here because it can't be overstated and hardly anyone truly does it! Yes, a key goal of evaluation is to understand impact but an equally if not more important goal is to improve the work. It's vital to set up infrastructure (time, resources, systems) from the outset so you are flexible and nimble enough to implement course corrections and improvements in real time based on analysis of monitoring data.

Diversify and tailor your evaluation deliverables, and make them modular where possible. Here is a slide from PoP Health’s Evaluation 101 workshop that includes a range of possible deliverables through which to share evaluation results and stories (and there are many more beyond what's listed here).

Don’t limit yourself here, get creative! Data dashboards are all the rage these days, but I love Stephanie Evergreen’s take on them, especially for something community facing - make it a webpage instead. You can also tailor content to different audiences - we often do this via briefs/two-pagers, one for community members, one for policymakers, one for funders, and so on. They each care about different things. We have also had success with making our briefs modular - having “modules” (short sections of the brief) that can be toggled in or out of a brief depending on who needs X background information or who cares about Y data.

What are some specific strategies for participatory evaluation?

There are many, but here are a few I especially appreciate for the meaningful role community and coalition members play:

Community based system dynamics modeling: A key part of evaluation and learning in public health is understanding dynamic, complex, messy systems. In the case of our work on school mental health in DC, students, family members, teachers, school administrators, policymakers, and others may have completely different understandings of the school mental health system. So we engaged in what’s called Community Based System Dynamics, in partnership with the Social System Dynamics Lab – this process uses participatory group model building approaches to explore the system in question. We held modeling workshops with students, with caregivers, with teachers, and with our multisector Stakeholder Learning Community. During the workshops, groups huddled around large sheets of paper, discussing, writing things down, crossing things out, drawing arrows, and so on. They produced a series of causal loop diagrams, which I then synthesized and integrated into this version of our systems map. Much more on this in a prior PoP Health newsletter here.

Data placemats for collective sensemaking: Community members and coalition members have experiences, expertise, and perspectives that lead them to insights your evaluation team, program team, and funders are apt to miss entirely. So don't make the mistake of leaving them out of the conversation. I love using highly visual data placemats and data posters to bring coalition members and community members into the process of making sense of data and drawing insights - about what we've learned so far, how to continually improve the initiatives we work on, and what other information we need to gather moving forward. We’ve recently used data placemats (during a coalition-wide data sensemaking session) and data posters (during a community-wide symposium) to share initial data from evaluation of the BIRTH Plan with our community and coalition partners in Pittsburgh, pairing the visuals with discussion questions that help elicit their thoughts on what they take away from the data, their insights about how to improve the work, and what additional information they’d most like to see in the future.

Sharing personal narratives: Nothing is quite as powerful as a story in someone’s own voice. Capturing personal narratives of community members/program participants/those influenced by a policy is a vital participatory evaluation strategy. In addition to focus groups and interviews, there are many creative ways to do this, including video journals, audio diaries, photo voice, and more. I especially love this idea of a participatory video process focused on stories of significant change. Participants are given the chance to take part in a Participatory Video process at baseline; stories of Most Significant Change are collected via structured story circles at midline; each circle selects one story to record on video. A participatory analysis identifies themes and recommendations. Given consent, videos can be shared so stakeholders learn directly from participants’ stories.

Community collaboration strategies: The community collaboration strategies we have featured previously (i.e., focus groups in a box, data walks, and street stalls) can also all be used in the context of evaluation and learning.

What are some resources to help me engage in participatory evaluation?

I’d like to leave you with a few resources I’ve found especially practical and useful in terms of participatory evaluation. As always, drop me a note to share other helpful resources or tools you’ve come across!

• ​Participatory Evaluation: Theories + Methods for Remote Work(a guide I refer to regularly for meeting facilitation ideas, whether virtual or in-person!) from Evaluation + Learning Consulting

• ​Community-Driven Data and Evaluation Strategies to Transform Power and Place (hot off the presses from Build Healthy Places)

• ​Participatory Evaluation Toolkit from Health Nexus (which provides a great overview of 7+ specific techniques)

As always, we share these tips, strategies, and resources in the hopes that they help you understand HOW to engage in participatory evaluation.

Participatory evaluation is likely going to be messier, slower, and more expensive than more traditional evaluation approaches. But on the flip side… You’ll be driven by community. You’ll learn more. You’ll create greater and more sustained change in your community.

The pros definitely outweigh the cons in my book - what about for you?

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The 'P' in our CAPE: Participatory Evaluation - by the community + for the community

A recent book club discussion about the challenge of adult friendships in the present day has had me thinking a lot about the importance of a sense of community.

On that note, a portion of a recent conversation between two of my favorite thinkers, Surgeon General Vivek Murthy and writer Anand Giridharadas, really struck me. Surgeon General Murthy shared that statistics show that people now are working more - “and parents are parenting more, even though they’re also working more.” He asks, “Where is that time coming from, that extra time? You put all this together and that time that is eroding is a time that we spend in person with family and friends, the time we spend for ourselves, and the time we spend for our communities.”

On the heels of a community event I helped plan, I’ve also specifically been thinking a lot about what it means to do something “by the community, for the community” (our event tagline).

What does all this have to do with the focus of today’s newsletter, participatory evaluation (aka the ‘P’ in PoP Health’s CAPE)? Let’s get into it!

What do you mean by participatory evaluation?

Simply put, participatory evaluation is monitoring, evaluation, and learning - by the community, for the community.

As more formally defined in this guide, “Participatory evaluation is not top-down or expert-led. It is a bottom-up framework that stimulates and utilizes the wealth of experiences and wisdom that participants have to create more meaningful, productive, and engaging discussions and debates.”

When it comes to the work of community coalitions and collaboratives, we want coalition members as well as community members integrally involved in every stage of monitoring, evaluation, and learning (or MEL, as it’s often called), to the point where they co-own the process, alongside their MEL team.

The idea that participatory evaluation encompasses monitoring, evaluation, and learning is key. Monitoring gets at the idea of continually examining whether things are implemented as planned, and applying what is learned to make improvements along the way. Evaluation gets at the ultimate question of “did it work”. And Learning underscores that the point of all of this is to learn together, and apply what we learn to make things better moving forward.

What are some ways to think about participatory evaluation?

As with action planning, there are hundreds of evaluation frameworks out there.

So instead of sharing or dissecting all of those, I’m going to share PoP Health’s approach to participatory evaluation + one evaluation framework specific to participatory evaluation that we have found helpful.

PoP Health’s Approach to Participatory Evaluation

Community-Driven and Co-Creative: Ensure participants share ownership of the evaluation process. Involve coalition and community members, centering and amplifying their voices in every stage of the process, from developing the plan, evaluation questions, and data collection approaches through interpretation and dissemination of results.

• Equity-Focused and Inclusive: Engage voices that have been historically excluded, emphasizing collective strengths, and maintaining a focus on upstream, root causes of health inequities. Build belonging and civic muscle through an evaluation process that helps participants develop their power to shape their world.

• Taking a Systems-Level Lens: Recognize the powerful role of policy, systems, and environmental change, and make every effort to capture and learn from the impact of changes at those levels. Ensure your evaluation process is also reflective of the dynamic behavior, complexity, and interconnectedness of systems.

• Value-Adding: Build upon ongoing activities and utilize the wealth of existing data and efforts, taking care not to waste time or resources reinventing the wheel. Identify where there is unique value to be added and focus evaluation efforts accordingly.

• Actionable: Generate relevant evidence and translate that evidence into key takeaways and concrete steps that can be taken to continually improve. Build upon assets and facilitators, address challenges, and proactively pursue transformative change that is guided by the experiences, stories, and voices of participants.

CoAct's Principles of Co-Evaluation

CoAct is focused on Citizen Social Science, which they define as follows:

Citizen Social Science combines equal collaboration between citizen groups (co-researchers) that are sharing a social concern and academic researchers. Such an approach enables [us] to address pressing social issues from the bottom up, embedded in their social contexts, with robust research methods. We aim to co-create socially robust knowledge.

They offer six principles of co-evaluation, each of which is further defined and paired with practical recommendations here.

What questions should I be asking myself about how we engage in participatory evaluation?

• What will coalition members and community members gain through the process? What new understanding, capacity, connections, resources, supports, etc. might they walk away with? ​

• How can we meaningfully co-own each stage of the monitoring, evaluation, and learning process with community members, while also being respectful of their time and other constraints?

• How can we make sure our continuous monitoring is part of a feedback loop that feeds directly into making concrete improvements?

• How do we best capture the impact that matters most to each of our audiences - community members, coalition members, policymakers, funders, and so on?

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