Retrofit Resident Engagement Action Plan
Introduction
The purpose of this Action Plan is to assist you with mapping out and planning your resident engagement approach for retrofit. It provides practical steps you can take to help put people first and reduce risks in your project delivery, as well as lessons learned from previous retrofit projects and recommended online resources. There are core milestones and KPIs pre-populated to help guide your resident engagement however PAs can update as appropriate to their resident engagement approach.
Published: November 2025
Contents
Retrofit Resident Engagement Action Plan - How to use:
Review each stage
Go through each tab and assess whether the organisation has considered the listed items. These include:
Communication strategies
Equality, Diversity & Inclusion (EDI) considerations
Resident support mechanisms
Feedback and monitoring processes
Tick “Yes” or “No” based on whether the organisation has addressed each item.
Add notes where relevant
Use the notes column to:
Highlight strengths or gaps
Record feedback
Note any follow-up actions or questions
- Not every cell needs to be filled—only add notes where there is something to comment on.
Refer to the resident engagement toolkit
For deeper understanding or clarification, refer to the Resident Engagement Toolkit, which complements this checklist and provides detailed guidance on each stage.
Tips for effective use
Use this tool during project reviews, planning sessions, or funding assessments.
Collaborate with colleagues to ensure a comprehensive review.
Keep the checklist updated as the project progresses or new insights emerge.
Download the Excel below to access this Toolkit.