PCORI's Foundational Expectations for Partnerships in Research

Background on Foundational Expectations


A group of four young adults-two women and two men--of different races sit at a table in a room in discussion about a project.

The Foundational Expectations for Partnerships in Research update the 2014 PCORI Engagement Rubric and provide expectations for meaningful engagement to advance patient-centered comparative clinical effectiveness research (CER). PCORI has generated evidence about the benefits and challenges of engagement from multiple studies of these projects.

Building on this practice-based evidence, PCORI undertook a collaborative and inclusive process in 2022 and 2023 to update the Engagement Rubric, which resulted in the Foundational Expectations for Partnerships in Research. This process involved:

  • Collaboration with the Advisory Panel on Patient Engagement, including meetings to identify, prioritize, and review expectations.
  • A convening with 46 diverse attendees, including awardees, patients and other partners, funders, and thought leaders.
  • A review of existing guidance related to engagement in research as well as PCORI evidence and resources on engagement.
  • Focus groups with 16 PCORI awardees and 17 patient partners.
  • Interviews with 24 people with expertise in engagement and diversity, equity, and inclusion.


If you have any questions, please contact us at engagement_questions@pcori.org.

Last updated: February 2024

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