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This paper fulfils a gap in environmental management by producing a typology of stakeholders for effective participatory processes and co-design of solutions to complex social–environmental issues and then uses this typology for a stepwise roadmap methodology for balanced and productive stakeholder engagement. Definitions are given of terminology that is frequently used interchangeably such as “stakeholders,” “social actors,” and “interested parties.” Whilst this analysis comes from a marine perspective, it is relevant to all environments and the means of tackling environmental problems. Eleven research questions about participative processes are addressed, based on more than 30 years of experience in water, estuarine, coastal, and marine management. A stepwise roadmap, supported by illustrative tables based on case-studies, shows how a balanced stakeholder selection and real engagement may be achieved. The paper brings these together in the context of several up-to-date concepts such as complex, nested governance, the 10 tenets for integrated, successful, and sustainable marine management, the System Approach Framework and the evolution of DPSIR into DAPSI(W)R(M) framework. Examples given are based on the implementation of the Marine Strategy Framework Directive, the Water Framework Directive, the Environmental Impact Assessment Directive, the Framework Directive for Maritime Spatial Planning, as well as for Regional Sea Conventions. The paper also shows how tools that have been developed in recent projects can be put to use to implement policy and maximize the effectiveness of stakeholder participation.

Metabarcoding is an accurate and cost-effective technique that allows for simultaneous taxonomic identification of multiple environmental samples. Application of this technique to marine benthic macroinvertebrate biodiversity assessment for biomonitoring purposes requires standardization of laboratory and data analysis procedures. In this context, protocols for creation and sequencing of amplicon libraries and their related bioinformatics analysis have been recently published. However, a standardized protocol describing all previous steps (i.e., processing and manipulation of environmental samples for macroinvertebrate community characterization) is lacking. Here, we provide detailed procedures for benthic environmental sample collection, processing, enrichment for macroinvertebrates, homogenization, and subsequent DNA extraction for metabarcoding analysis. Since this is the first protocol of this kind, it should be of use to any researcher in this field, having the potential for improvement. Refereed Guide 2016-06-15