Method
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Activating Survey

InformOnboardingUnderstanding & Gathering PerspectivesAnalogue1 - 3 HoursDirectly AffectedSmall Group up to 15StructuredActivating

An activating survey is an open participation method in which residents are asked about their opinions, experiences, and attitudes. At the same time, they are encouraged to become actively involved and contribute to the development of solutions within their neighborhood or local environment.

Goal

The goal is to identify residents’ concerns, wishes, and needs while collecting concrete suggestions for improvement. The method also aims to encourage participants to represent their interests and become involved in future participation processes.

When useful?

starting a longer participation process

planning changes in a neighborhood or public space

little is known about residents’ needs and perspectives

different interests or conflicts need to be identified

people should be reached directly in their everyday environment

traditional participation events attract only a limited audience

When not useful?

only quantitative data is required

the study area is very large and resources are limited

there is insufficient capacity for analysis and follow-up

Process

Clearly determine:

  • Why is the survey being conducted?
  • What information is needed?
  • How will the results be used?
  • Which topics should be discussed?
  • Which people should be reached?
  • Which groups are often underrepresented in participation processes?
  • Which potential conflicts or sensitive topics exist?

It is helpful to decide in advance:

  • Which questions can be openly discussed
  • Which conditions, regulations, or limitations already exist

These aspects should be communicated transparently.

Determine where the survey will take place.

The selected area should:

  • remain manageable from an organizational perspective
  • reflect a variety of perspectives
  • include relevant places and affected groups

Consider:

  • Where do people spend their time?
  • Which locations are suitable for conversations?
  • Which groups are difficult to reach?

Common approaches include:

  • door-to-door conversations
  • surveys in public spaces
  • conversations near schools, supermarkets, or public transport stops

Before conducting the survey, it is useful to gain an initial understanding of the area.

Possible sources include:

  • neighborhood walks
  • conversations with local initiatives or community organizations
  • existing data or planning documents

Pay particular attention to:

  • meeting places
  • conflict areas
  • barriers
  • different uses of public space
  • social structures

Conversations should remain open and encourage people to share their experiences.

Suitable opening questions:

  • “How do you experience this neighborhood today?”
  • “What works well here?”
  • “What challenges do you face in your daily life?”
  • “What changes would you like to see?”
  • “Are there places you avoid? Why?”
  • “What should definitely be preserved?”

Avoid:

  • leading questions (“Don’t you agree that...?”)
  • technical jargon
  • complicated wording
  • yes/no questions as the main conversation format

Also prepare:

  • a short explanation of the project
  • answers to potential questions
  • strategies for dealing with criticism or frustration

As part of the district festival in Herberhausen, the custom-developed card game "From A to B" was used to engage citizens in conversations about their everyday mobility. The aim was to explore participants' daily travel behaviour, experiences, routines, and challenges. Rather than asking abstract questions about mobility, the method was based on participants' personal everyday experiences.

Participants were invited to reconstruct the previous day's journey using a set of illustrated cards. They placed cards representing different locations, activities, and modes of transport in chronological order to map out their individual travel routes. Throughout the process, the facilitator asked open-ended follow-up questions about topics such as the reasons for choosing particular modes of transport, challenges encountered along certain routes, or wishes for future improvements.

As the cards were arranged together, a visual representation of each participant's daily mobility emerged step by step, making their travel behaviour easy to understand. The completed card layouts were photographed for documentation and later analysed and compared.

The active interview was designed not only to collect answers to predefined questions but also to encourage participants to reflect on and share their own experiences in detail. Recounting a typical day provided a familiar and accessible starting point, making it easier to discuss the complex topic of mobility. At the same time, the visual representation created a shared point of reference that encouraged follow-up questions and helped reveal connections between different aspects of participants' daily routines.

Participants found it much easier to talk about concrete everyday situations than to answer general questions about their mobility behaviour. The cards encouraged natural conversations, during which additional challenges and needs often emerged that had not been anticipated beforehand. The implementation also showed that the method requires sufficient time, as each participant's daily routine is explored individually. In particular, the follow-up questions proved highly valuable, providing deeper insights into participants' motivations, habits, and decision-making.

Create a calm and comfortable setting where participants can concentrate on reflecting on their daily routine. The cards should be intuitive, easy to understand, and logically organised so they can be used without difficulty. As the method relies on personal interaction, it is recommended to work with one participant or a small group at a time. Sufficient time should also be allocated for follow-up questions, as these often generate the most meaningful insights.

Inform residents about the survey in advance.

Important information includes:

  • Who is conducting the survey?
  • Why is it being conducted?
  • How will the results be used?
  • How long does a conversation take?
  • Is participation voluntary?

Possible communication channels:

  • letters
  • posters
  • social media
  • local institutions

Conversations usually take place directly within the participants’ living environment.

A respectful and open introduction is essential.

Example:

“Hello, we are currently speaking with residents about their experiences and wishes for the neighborhood. Would you have about 20–30 minutes for a conversation?”

Important considerations:

  • be friendly and approachable
  • do not pressure anyone into participating
  • respect refusals
  • communicate clearly and understandably

Conversations follow the interview guide but should feel natural and conversational.

Interviewers should listen actively and allow space for personal experiences and additional topics.

Important principles:

  • do not interrupt
  • do not judge responses
  • ask follow-up questions
  • take uncertainties and concerns seriously

Helpful follow-up questions:

  • “Could you describe that in more detail?”
  • “How does this affect your daily life?”
  • “How long have you experienced this situation?”
  • “What would be a good solution from your perspective?”

Conversations typically last around 20–30 minutes.

Ideally, two people work together:

  • one person leads the conversation
  • one person documents the responses

At the end of the conversation, participants should be invited to follow-up activities or future participation opportunities.

Important:

  • explain clearly what happens next
  • avoid creating unrealistic expectations
  • communicate future participation options transparently

Example:

“The results will be collected and presented at a public event where the topics can be discussed further.”

After the conversations, statements and observations are collected and structured.

Possible categories include:

  • mobility and transport
  • safety
  • quality of public spaces
  • green spaces
  • social issues
  • accessibility and barriers

Important considerations:

  • identify recurring themes
  • preserve differing perspectives
  • acknowledge conflicts and contradictions

Consider:

  • Which topics were mentioned most frequently?
  • Which needs or conflicts became visible?
  • Which ideas and suggestions emerged?
  • Which groups or perspectives may still be missing?

The results should be presented publicly.

It should become clear:

  • what was heard
  • which topics will be addressed further
  • what the next steps are

The event should encourage dialogue rather than simply presenting findings.

Source: https://mobilitaetsplanung-hessen.de/methodenkoffer-partizipative-planung/

Notes

Tips

  • Make a particular effort to include people who rarely participate in public engagement processes.
  • Allow sufficient time for conversations and follow-up work.
  • Respectful and patient communication is essential.
  • The method works best when participants see that their contributions are taken 
  • seriously and lead to further action.

Not suitable for

  • decisions must be made very quickly
  • there is no genuine scope for action or influence

Afterwards

Afterwards, methods that organise, deepen, or translate the gathered content into concrete steps are useful. Depending on the goal, the following formats can follow, for example:

Community Mapping (Map-Based Method)

Community Mapping is a participatory method that enables people to represent their perceptions of a place using maps or drawings. Participants identify important locations, frequently used routes, barriers, or everyday challenges by marking them on a map. This makes local knowledge, experiences, and needs visible in a spatial context.

PlayfulActivating

World Café

World Café is a participatory method that encourages the open exchange of knowledge, experiences, and ideas. Participants discuss prepared questions in small groups at several tables. By regularly moving between tables, new conversation groups are formed, allowing ideas to evolve, different perspectives to be connected, and shared insights to emerge. The atmosphere is intentionally designed to resemble a café—open, informal, and welcoming. This makes the method particularly effective for engaging large numbers of people in accessible dialogue and encouraging collaborative thinking. A World Café can be held as a standalone event or as part of a larger participation process.

StructuredActivating

Future Workshop

A Future Workshop is a participatory method in which participants collaboratively analyse problems, develop visions for the future, and translate them into concrete actions. The method combines creative thinking with practical planning and is particularly suitable for topics that require innovative ideas and long-term perspectives. A Future Workshop consists of three consecutive phases: the Critique Phase, the Vision Phase, and the Implementation Phase. This structured process encourages participants to move deliberately from identifying problems to imagining desirable futures and finally to developing realistic actions. The method often leads to creative, collaboratively developed solutions.

ActivatingCreative
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