Tips and checklists for brokerage trips

Community Engagement Tools for
Brokerage Trips and Applications

These tools support the six principles discussed in the session. They are designed for use under time pressure—when planning a trip, during meetings on the ground, and when writing or reflecting afterwards.

Brokerage Trip Community Engagement Reality Check

Application Language Credibility Check

Examples of Negative Engagement Practices

What it is:
A structured checklist to help you test assumptions, interpret what you observed, and turn engagement into concrete decisions.

When to use it:
Before travel and after you return.

What it is:
A short self-check to help you spot language that signals weak engagement, untested assumptions, or overconfidence in how a project would be run.

When to use it:
Before submitting your funding application.

What it is:
Short, anonymised examples showing how (negative) engagement practices can affect decisions, uptake, and follow-up in technically strong projects.

When to use it:
If you want concrete examples or are working with a wider team.