This article discusses a ‘Social Lab process’ applied in the field of research and innovation as good practice for transdisciplinary processes, and elaborates upon the structure and dynamics of these processes. It sheds light on how engagement processes could be set up for a more inclusive and participant-friendly atmosphere, allowing for meaningful and sustainable outcomes. Supported by data from a qualitative analysis of 19 Social Lab experiences according to the thematic programmes of the European Commission Horizon 2020 research framework programme, this article outlines requirements that need to be taken into account when implementing a transdisciplinary process in a Social Lab. Based on the concept of transdisciplinary research and the experience of this one-and-a-half-year process, the elements of participatory approaches required for successful implementation of a Social Lab, starting with inviting participants to develop small implementation projects (pilot activities) are described. The qualitative analysis of the process documentations highlights the importance of a clear definition of the framework and purpose of the process. Concrete assignments of the lab teams and roles, and the implementation of pilot activities, further proved crucial for successful and sustainable results. On this basis, recommendations for a fruitful participatory process are formulated.