This is a simple community visit record template for change agents (or staff), to support them with documenting their work. The template captures key insights and observations, progress, challenges, and follow-up actions. The intention is to enable community change agents to easily record and track the projects. These templates are samples and they can be adapted to fit your context.
Keyword Search Tags
Project Phase:
Initiation Phase, Planning Phase, Implementation Phase, Exit & Evaluation Phase
Approaches for Working With Communities: Community Development Approach, Community Engagement Approach, Societal Outreach and Campaigns Approach
Project Support: Facilitator Resources, Documentation and Reporting
Specific Topics: Community Change Agents
Community meeting discussion notes should include the following suggested report structure. This can be further adapted depending on the need. Depending on the literacy level of community change agents, these contents can also be captured in audio or audio visual mechanisms.
- Introduction
- Background
- Objective of the meeting/visit
- Name, number and Composition of participants (gender – males/females participants)
- Name of Community change agent(s) or Staff member who visited
- Date and venue of the visit
- Was it a home to home visit or a group visit or event (The place of visit/engagement (for example, a health centre or school, etc.)?)
- Process and Approach
- Methods used to actively engage participants (ensuring men’s and women’s active participation)
- Participatory/C4A Tools used (if any)
- Key Discussion Points and Actions
- Emerging themes from the conversations
- What decisions were taken, who will be responsible for carrying out the decision, and by what date?
- Future as follow-up actions
- Summary Action points documented by visiting Community Change Agent or Staff member
| Key discussion Points | Action points by community members | Action points by the change agent/Brooke (follow up) |
- Observations and key reflections by visiting Community change agent or staff member(s)
- Did the place and time work well for the conversations? Why/why not?
- What went well? What did not go so well? Why? How can this be improved?
- Any notable story of change that require follow up or documentation by Brooke/Partner
Annex
- Participant list
- The community conversation process in pictures