Participatory Budgeting


Now that you’ve determined that participatory budgeting (PB) is the right process for you, please complete the form below to create your Playbook account and start planning your participatory process! After completing this initial stage, you will have the opportunity to complete additional sets of questions for each stage of your PB program.

Once you submit your form, you will be directed to a results page, where you will see a summary of your situation and next steps to build your playbook.

If you already have an account, log in before completing the form. You will receive an email with a one-time link to direct you to your account dashboard. Can’t find the confirmation email in your inbox? Check your spam folder and tag the Playbook email address as non-spam.

Note that the information you provide in this form is for your planning purposes only and will not be shared with any third parties. We will also ask you for your email address, but rest assured that this is not for commercial purposes: It is so that you can access your personal playbook now and when you return to the website later.

Where will the PB process be implemented?

The Playbook is currently designed primarily for local governments. You may use it for other contexts, but some questions may not fit your situation.

What is your role?
Has the implementing organization/institution already secured approval to implement the program?
Do you want to build a playbook for an entire PB process or specifically for one or more stages of a process (for example, advocacy, idea collection, or voting)?
Which stage(s) do you want guidance for?

Here’s a brief overview of what takes place during each stage:

Advocacy: Engage with local partners and make the case for PB to the public and elected officials, to gain the political support you need to win adoption

Planning: Work with community partners to develop the rules and organization of the process.

Idea collection: Participants submit ideas for projects that they would like to be funded.

Proposal development: Participants use the ideas submitted during the Idea Collection stage to generate feasible project proposals that can be included on the ballot.

Voting: Participants select the project proposals they want to be funded.

Project implementation, monitoring, and evaluation: key actors will implement the funded projects, monitor project implementation, and evaluate how the PB process went.

Do you want to build a playbook for a PB process that specifically addresses climate change, or for a PB process that addresses other issues?

Many cities and institutions are using PB to engage people in addressing climate change and its effects. If you would like to address issues including climate change, extreme weather, the transition to renewable energy sources, water, air and waste, then a climate PB process could be a good fit for your situation. If you’re not sure, you can check out the Climate Democracy page for a description and global examples of climate PB.

Do you want additional, personalized mentorship from an expert to help you complete your playbook?
Check our webpage to better understand the benefits of working with a mentor.

Your email will help you access your process in the future. We won't be using it for commercial purposes.