This handout is a quick guide to phases of an evaluation that each require deliberate partnering with persons with lived experience. The handout includes a list of general issues and relevant literature.

We All Count offers smart tools for self-examination of your organization. With my clients, I like to use the Funding Web. It’s a simple but powerful tool to examine current and future funding, power, and data relationships among all stakeholders on a project or strategy. I recommend its use in starting a process to test where is the power in a funded research project.

Liberating Structures are well-tested activities that help you and your team capture input from all participants in your stakeholder groups—not just the loud guy power tie. Tim Jaassko-Fisher offers a useful example in family court community. I have been trained by Tim and use Liberating Structures in my consulting.

The W.K. Kellogg Foundation has produced a series of three guides rich in information about better partnering with lived experience experts in research and evaluation. I recommend its use to all my clients trying to improve their co-design approach.