Engagement Tool and Resource Repository

PCORI is committed to advancing patient-centered, stakeholder-engaged research and the meaningful involvement of patients, caregivers, clinicians, and other healthcare stakeholders throughout the entire research process. We do this to ensure that the results of the studies we fund are relevant, trustworthy, and more likely to be used in practice. PCORI also supports the uptake of engagement practices and methodologies within the broader healthcare research community. To encourage the spread of these practices, we have assembled a repository of engagement-related tools and resources developed and used by PCORI awardees. This searchable peer-to-peer repository includes resources that can inform future work in PCOR and was developed based on a process, which you can learn more about here.

Displaying 1 - 25 of 157 results

Virtual Community Engagement Studio Toolkit for Researchers and Community Experts Interested in Maternal Behavioral Health and Intellectual and Developmental Disabilities

The toolkit builds on the Community Engagement Studio model and toolkit developed by the Meharry-Vanderbilt Community Engaged Research Core. The toolkit provides guidance, tools, and resources for engaging diverse community experts in the development and implementation of research and potential dissemination of research findings. The Virtual Community Engagement Studio (V-CES) gives researchers and community stakeholders, defined as community experts, an interactive, efficient, and effective way to engage and provide meaningful input into all phases of research. The V-CES provides a framework for engaging community members in a way that is culturally sensitive and in keeping with their priorities, values, and needs. The Maternal Health Research Collaborative tailored the model for conducting a V-CES with mothers with behavioral health conditions and intellectual and developmental disabilities, as well as providers or practitioners, advocates, policy makers, and researchers.

PCOR Case Study in Cystic Fibrosis

This case study describes how the cystic fibrosis community successfully built patient-centered outcomes research (PCOR) capacity. It is meant to serve as an illustration for other communities to build PCOR capacity.

The Online Engagement Guide

This guide describes platforms that patient-centered outcomes research teams can use to create an in-person feel when patients, stakeholders, and research partners meet solely online.

Patient-Centered Outcomes Research Training Manual

This training manual provides discrete steps, tools, and resources that patient-centered outcomes research-focused teams can employ to successfully integrate and maintain patient, caregiver, and community partners in research.

Reconciling the Past & Changing the Future: Engaging Young Adults with IDD-MH and Researchers in CER

The project Leadership Team developed a website to share what was learned during this project to begin to reconcile past harms and change the way research is conducted with persons with intellectual and developmental disabilities and mental health service experiences (IDD-MH) and their families.

The website is organized around four guiding principles that support partnerships between young adults with IDD-MH, family members, and researchers:

  • Know about and work to prevent harms in IDD-MH research and practice.
  • All aspects of research must have meaningful involvement of persons with IDD-MH and their families.
  • When people use their individual strengths, the team is stronger as a whole.
  • Research always takes place in a cultural context.

Visit each guiding principle in this website for tools and strategies that support research partnerships between young adults with IDD-MH, family members, and researchers.  Each section incorporates materials that can be used by young adults with IDD-MH, family members, and researchers. The materials include videos, PowerPoint slides, and downloadable handouts.

The website is hosted by the Center for START Services: https://centerforstartservices.org/Truth-and-Reconciliation-Project

This website includes resources that can be used in the broader healthcare research community to support the uptake of engagement practices and methodologies with individuals with the lived experience of IDD-MH and their families.

GRID Toolkit

This toolkit offers equity-centered and creative approaches for authentic engagement in research. This toolkit can help uncover health priorities that matter to people and patients.

Patient Driven Research Community Research Activities

This brief contains important lessons learned from the PCORI-funded Patient/Participant-Driven Research Community Learning Network (PDRC LN) project, which was supported by NORC at the University of Chicago (NORC) and AcademyHealth, describing the functions and capacities of PDRCs in the health research landscape that could be a helpful tool for PDRCs to identify and articulate their value to potential research partners. PDRC research activities covered in this brief include funding research, leading or collaborating on research, connecting research stakeholders, providing education and training to facilitate research, collecting and sharing data, disseminating and implementing research findings, and research advocacy. Through the broad array of research activities described in this brief, PDRCs keep patient, participant, and caregiver values and priorities central to the research enterprise.

Toolkit for Digital Health Equity

This toolkit was developed by Massachusetts General Hospital for community partners, researchers, clinicians, and other stakeholders who aim to understand and eliminate barriers to virtual engagement and access to mental health care for adults with serious mental illness. It includes findings, best practices, lessons learned, and strategies for engagement. It also includes sample documents and resources. It can apply to a broad spectrum of health equity initiatives. This toolkit is also available in Spanish

Partnering for Research

A website created by the University of Vermont & State Agricultural College in partnership with the Multiple Chronic Conditions (MCC) Community to share lessons learned and wisdom gained form partnering for research. This website shares steps, tools, and processes of the Partnering Guide for Research including facilitation tools, engagement techniques, and other resources.

White Paper: ACHIEVING DIGITAL EQUITY: HOW DO WE ENSURE ACCESS, RESOURCES, AND SUPPORT?

This white paper addresses the foundational need for addressing digital literacy and providing training and support for key groups like older adults in digital access. The paper covers strategies and lessons learned from implementing a program to deliver internet access, devices, and supportive training to community members who reported digital access as an issue. It includes information about existing resources and resources that are needed for sustainable solutions to the digital divide.

Virtual Community Engagement Tip Sheets

The Maternal Mental Health Research Collaborative generated 11 community engagement memos/tip sheets on how to engage mothers in research through codesign teams. The memo topics were derived from Community Engagement Studio (CES) sessions and the four codesign team discussions as well as lessons from their virtual engagement strategy.

Partnerships & Infrastructure to Support Patient & Stakeholder Engagement: A Scan of PCORnet® Practices

This report, authored by the PCORnet Engagement Coordinating Center, examines established and emerging engagement activities currently being used by PCORnet networks. Sourced from a literature and document scan and network interviews with key staff and partners, this report captures and categorizes existing engagement activities using an organizing framework to facilitate a deeper understanding of promising engagement activities and lays the foundation for future efforts to assess the quality and effectiveness of specific engagement practices.

 

PCORnet Engagement Coordinating Center Show & Share Webinar Series: INSIGHT

Part of a series presented by the PCORnet Engagement Coordinating Center to showcase and share the successful engagement approaches of PCORnet networks, this recorded webinar features the INSIGHT Clinical Research Network (CRN) and their Accelerator model of engagement. Through the Accelerator model, INSIGHT convenes topic-specific teams of patients and other stakeholders to rapidly provide guidance on INSIGHT’s policies, research questions, and general direction. Other organizations seeking to work with INSIGHT or establish patient and stakeholder accelerator programs can use this webinar as a resource.

INSIGHT is a Network Partner in PCORnet®, the National Patient-Centered Clinical Research Network. PCORnet has been developed with funding from PCORI.

PCORnet Engagement Coordinating Center Show & Share Webinar Series: GPC

Part of a series presented by the PCORnet Engagement Coordinating Center to showcase and share the successful engagement approaches of PCORnet networks, this recorded webinar features the Greater Plains Collaborative Clinical Research Network (CRN) and their Rapid PACE online engagement community for investigators. Through Rapid PACE, investigators can present their projects to and solicit feedback from a panel of patients and stakeholders. Other organizations seeking to work with GPC or establish patient and stakeholder reactor panels can use this webinar as a resource.

GPC is a Network Partner in PCORnet®, the National Patient-Centered Clinical Research Network. PCORnet has been developed with funding from PCORI.

PCORnet Engagement Coordinating Center Show & Share Webinar Series: PaTH

Part of a series presented by the PCORnet Engagement Coordinating Center to showcase and share the successful engagement approaches of PCORnet networks, this recorded webinar features the PaTH Clinical Research Network (CRN) and their Story Booth project. PaTH’s Story Booth project collects audio stories from patients and caregivers, helping to bring together patients who are interested in getting engaged with researchers who are looking to engage patients around specific topics. Other organizations seeking to work with PaTH or engage patients and stakeholders by collecting audio stories can use this webinar as a resource.

PaTH is a Network Partner in PCORnet®, the National Patient-Centered Clinical Research Network. PCORnet has been developed with funding from PCORI.

Community Readiness for Virtual Health Engagement

This document describes the assessment of community readiness for virtual engagement. The group developed a Checklist of Community Readiness for Virtual Health Engagement. This checklist can be used as a tool to systematically assess the experiences, resources, and limitations of using technologies with refugee groups and to elicit details that contribute to culturally appropriate planning and implementation of refugee virtual group meetings. 

Guide for Community Partners: How to Use a Tablet to Connect to the Internet

This guide, created by Johns Hopkins University School of Nursing, assists community partners in using a tablet to connect to the internet, handle email, and join video calls. This guide covers key components of digital technology regularly used by research teams to communicate virtually. This can be used broadly by research teams wanting to engage community members and patients who are not familiar with digital technology. This guide was created in tandem with a guide for Research Teams. 

Guide for Researchers: How to Assist Community Partners to Use Digital Technology

This guide, created by Johns Hopkins University School of Nursing, is for research teams aiming to build the digital technology capacity of community partners. This guide covers key components of digital technology regularly used by research teams to communicate virtually. This can be used broadly by research teams wanting to engage community members and patients who are not familiar with digital technology. This guide was created in tandem with a guide for Community Partners. 

Empowering Mothers and Providers and Other Stakeholders to Weigh in as Experts in Research (EMPOWER) Patient-Centered Research Priority Report

This Patient-Centered Research Priority Report provides researchers a prioritized list of patient-centered research questions, leading to meaningful studies for end users. It contains research priorities and questions related to substance use and prenatal care informed by patient stakeholders during All-In Meetings. This report includes stakeholder identified research questions, a mind-map, along with notes generated during the meetings.

Virtual Community Engagement Studio Toolkit

The toolkit builds on the Community Engagement Studio (CES) model and toolkit developed by the Meharry-Vanderbilt Community Engaged Research Core. The Maternal Mental Health Research Collaborative tailored the model for researchers and community experts interested in maternal mental health and/or opioid use and recovery to provide focused guidance for engaging these populations in the virtual medium. This toolkit builds on the project team’s earlier toolkit, (available here). The toolkit provides a comprehensive step-by-step guide to implement the CES model with these populations in a virtual environment.

Value Proposition Playbook for Participant-Driven Research in Health Care

This resource is an action-oriented guide developed by and for patient and participant-driven research communities (PDRCs) to sustain their work by demonstrating value to their partners, including their participants and funders. The Playbook draws from the direct experience of PDRCs, as well as evidence and resources on partnership development and nonprofit sustainability, and includes strategies and tools for PDRCs to identify their strengths, understand areas for growth, identify priority audiences, and tailor their value propositions to different audiences. The Playbook was developed as part of the PCORI-funded Patient/Participant-Driven Research Community Learning Network (PDRC LN) project, which was supported by NORC at the University of Chicago (NORC) and AcademyHealth.

Strategies for Improving Patient Representativeness in Research Governance Report Issue Brief

This issue brief offers a snapshot of the full Strategies for Improving Patient Representativeness in Research Governance report, which provides examples of governance recruitment and retention practices sourced from literature scans and case study interviews from the PCORI-funded Patient/Participant-Driven Research Community Learning Network (PDRC LN) project. With a focus on engaging populations traditionally underrepresented in research in patient-driven research community governance, the brief provides exciting highlights from the report, which gives detailed descriptions of how PDRCs are doing this work and highlights lessons learned from their experiences. The brief concludes with a set of guiding principles with important implications for both funders and researchers. The PDRC LN project was supported by NORC at the University of Chicago (NORC) and AcademyHealth.

PCORnet Engagement Coordinating Center Town Hall Webinar Series: Digital Tools for Facilitating Patient/Partner Engagement

Part of a series presented by the PCORnet Engagement Coordinating Center to share promising stakeholder engagement practices, this townhall-style webinar focuses on digital tools for facilitating patient partner engagement. Panelists Shilpa Venkatachalam (Associate Director, Patient-Centered Research, Global Healthy Living Foundation) and Dana Goodlett (Research Engagement Officer, University of Pennsylvania School of Medicine) discuss unique tools to support patient partner engagement in research and explore the opportunities and challenges for scaling and sustaining these types of tools. Bray Patrick-Lake (Senior Director, Strategic Partnerships, Evidation Health) moderates the session. This webinar can be used by researchers and organizations interested in learning more about using digital tools and strategies to engage patients and other stakeholders in research.

Speaker Contact Information: Shilpa Venkatachalam, PhD, MPH, Director, Patient-Centered Research Operations and Ethical Oversight, Global Healthy Living Foundation ([email protected]); Dana Goodlett, MPH, MA (https://www.linkedin.com/mwlite/in/dana-l-santos-goodlett-mph-ma-92a5a38a); Bray Patrick-Lake, MFS, former Senior Director, Strategic Partnerships, Evidation Health ([email protected])

PCORnet Engagement Coordinating Center Town Hall Webinar Series: Building Stakeholder Capacity to Engage around Technical Content

Part of a series presented by the PCORnet Engagement Coordinating Center to share promising stakeholder engagement practices, this townhall-style webinar focuses on building stakeholder capacity to engage around highly technical content. Panelists Monique Does (Research Project Manager, Kaiser Permanente Division of Research) and Liz Salmi (Senior Strategist of Research Dissemination, OpenNotes) discuss effective tools and strategies for engaging stakeholders in research data and methodology topics, and their own experiences with this type of engagement from a researcher and patient/researcher perspective. Greg Merritt (Patient Partner, PaTH Network) moderates the session. This webinar could be a helpful resource for researchers and organizations working to engage patients in discussions and decision-making related to complex and highly technical topics.

Speaker Contact Information: Monique Does, MPH, Senior Research Project Manager, Kaiser Permanente Division of Research ([email protected]); Liz Salmi, Communications & Patient Initiatives Director, OpenNotes (https://www.linkedin.com/in/lizsalmi/); Greg Merritt, PhD, Founder and CEO, PatientisPartner, LLC and Patient Partner, PaTH Network ([email protected])

PCORnet Engagement Coordinating Center Town Hall Webinar Series: Supporting Diverse & Inclusive Engagement

These slides were developed as part of a series presented by the PCORnet Engagement Coordinating Center to share promising stakeholder engagement practices. This townhall-style webinar focused on supporting diverse inclusive engagement. Panelists Carolyn Shimmin (Public and Patient Engagement Lead, George and Fay Yee Centre for Healthcare Innovation) and Freddie White-Johnson (Program Director, Mississippi Network for Cancer Control and Prevention) discussed creating an inclusive environment for engagement, strategies for stakeholder retention, and the importance of community-centered approaches. Lisa Stewart (Senior Engagement Officer, PCORI) moderated the session. These slides can be used by researchers and organizations to inform policies and programs for increasing underrepresented population engagement in research and governance.

Speaker Contact Information: Carolyn Shimmin, Public and Patient Engagement Lead, George and Fay Yee Centre for Healthcare Innovation ([email protected]); Freddie White-Johnson, MPPA,Founder/President & CEO, Fannie Lou Hamer Cancer Foundation ([email protected]); Lisa Stewart, MA, former Senior Engagement Officer, PCORI ([email protected])

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