“a valid voice” virtual seminar series draft... · “a valid voice” virtual seminar series...

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1 “A Valid Voice” Virtual Seminar Series Recognizing and Addressing Common Challenges to Engagement in Research What do they mean by “stakeholder engagement,” anyway ? To work collaboratively with those who have a direct stake in your research to ensure your focus, design, and findings are translatable, leading to sustainable solutions to well-recognized problems. 2018 Bureau of Sages Virtual Seminar Series

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Page 1: “A Valid Voice” Virtual Seminar Series Draft... · “A Valid Voice” Virtual Seminar Series Recognizing and Addressing Common Challenges to Engagement in Research 2018 Bureau

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“A Valid Voice” Virtual Seminar Series Recognizing and Addressing Common Challenges

to Engagement in Research

What do they mean by “stakeholder engagement,”

anyway ?

To work collaboratively with those who have a direct stake in your research to ensure your focus, design, and findings are translatable, leading to sustainable solutions to well-recognized problems.

2018 Bureau of Sages Virtual Seminar Series

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This program was funded through a Patient-Centered Outcomes Research Institute (PCORI) Eugene Washington

PCORI Engagement Award (7206-CJE)

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“A Valid Voice” Virtual Seminar Series Recognizing and Addressing Common Challenges

to Engagement in Research

2018 Bureau of Sages Virtual Seminar Series

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To work collaboratively with those who have a direct stake in your research to ensure your focus, design, and

findings are translatable, leading to sustainable solutions to well-recognized problems.

ProvidersLoved Ones/ Allies

Participants/ Individuals

Accessing Care

Policy Makers

Community Leaders

REVIEW: Defining Stakeholder

Engagement in Research

2018 Bureau of Sages Virtual Seminar Series

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CONTINUUM OF COMMUNITY (STAKEHOLDER)

ENGAGEMENT IN RESEARCH

Contents adapted from Wilkins CH et al. 2015

Ongoing Involvement

Short-term Involvement

PI or Co-PI

Research Partners or Team

Members

Governance and Advisory Groups

Reviewers, Interviewees, and consultants

Knowledge Users and Experiencers

# of Stakeholders

Exte

nt

of

Co

mm

itm

ent

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PANELIST INTRODUCTIONS

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1. Identifying and engaging stakeholders

2. Building partnerships

3. Embedding engagement within the research cycle

❑ Accessing funding for this work

❑ Understanding how to work with the IRB

❑ Disseminating and applying valid findings beyond peer-review

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RECOGNIZING AND ADDRESSING

COMMON CHALLENGES TO ENGAGEMENT

IN RESEARCH

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IDENTIFYING AND ENGAGING

STAKEHOLDERS

2018 Bureau of Sages Virtual Seminar Series

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▪ Who is impacted by my work?

▪ Who should I engage?

▪ Personal

▪ Clinical

▪ Policy

▪ Research

▪ What do I want to learn? How will it add to my success?

▪ How and when should I engage?

From this list, which groups are a priority? Why?

IDENTIFYING STAKEHOLDERS

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Characteristics

▪ Perspective, skill, knowledge, geography, race/ethnicity

▪ Ability to ‘speak for’ community (organization vs. individual)

Individuals tend to wear many hats

▪ No one person can represent heterogeneous groups

▪ What hats are they wearing and what does this mean for the information I am receiving?

▪ Experienced or over-extended stakeholders

Multiple partners

▪ What voice(s) are missing and what do I do about it?

REPRESENTATION CONSIDERATIONS

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• Identify the ‘gatekeepers,’ community leaders, advocates and meet with them to understand community needs, obstacles, and assets

• Work with gatekeepers to identify and link you to additional community leaders, relevant associations and networks, providers, etc.

• Experience the community (e.g., participate in their hobbies and interests)

• Take time to build trust

LOCATING & APPROACHING STAKEHOLDERS

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READINESS POLL

2018 Bureau of Sages Virtual Seminar Series

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PREPARING PEOPLE WITH LIMITED

RESEARCH EXPERIENCE

CONCEPTS

PROCESS

ETHICS

Methods & Tools Sample Activities

• Hands on activities• Reiterative learning• Accessible

presentations• Fact sheets, glossaries,

handbooks• Links to web resources• Public research

summaries• Prepared guest

speakers

• Exploring metaphors• Sharing stories,

interviewing, etc.• Brainstorming• Prioritizing• Developing questions• Imagining findings • Discussing published

research• Practice talking with

researchers

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PREPARING RESEARCHERS

PEOPLE

PROCESS

SETTING

Methods & Tools Researcher Skills

• Orientation to stakeholder needs preferences, norms, expectations, etc.

• Engagement training & resources

• Guidelines & templates for presenting

• Advisory group procedures

• Trained facilitators to support engagement

• Commitment to sharing ‘expertise hat’

• Clear communication (written, verbal and body language)

• Authentic listening & validation skills

• Empathy as opposed to sympathy

• Facilitation & conflict resolutions skills

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Concrete andRelational

Information

Communication

Support

Transportation

Settings

Time and Expenses

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ACCOMMODATIONS

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Ensure your work is

meaningful and fruitful to everyone, not just the researcher

• Listen to all participants

• Validate their ideas and their role

• Inform them of the results of their input

Incentives can be financial or nonfinancial

• Gift cards

• Social interaction

• Peer support

• Access to information

• Opportunity to improve own services

• Opportunity to improve others’ services

• Recognition

INCENTIVES

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BUILDING PARTNERSHIPS

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• Identify and develop trusting relationships with gatekeepers

• Develop MOUs that outline roles, tasks and relationships

• Allocate funding in your research budgets for incentives for gatekeepers, champions, co-researchers

• Orientation/turnover

• Show-up and check-in

INVEST IN PARTNERSHIPS

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Case Examples

2018 Bureau of Sages Webinar Series18

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EMBEDDING ENGAGEMENT

WITHIN THE RESEARCH CYCLE

2018 Bureau of Sages Virtual Seminar Series

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Focus & Plan

Implement

Interpret

Disseminate

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EMBED ENGAGEMENT

WITHIN THE RESEARCH

CYCLE

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IN REVIEW…

2018 Bureau of Sages Virtual Seminar Series

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Develop, revise, refine all study materials,

refine findings

Finding funding, submitting IRB,

recruitment, dissemination

IRBs

Community meetings &

activities

Involve community

partners

Advisory committees

Key informant

interviews & focus groups

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CONCRETE STRATEGIES TO OVERCOME

COMMON BARRIERS TO ENGAGED RESEARCH

Learn about assets and challenges, gain insight, volunteer

Learn about community needs, inform problem statements

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• Consider the points of time critical for engagement and plan

• Ensure your outreach aligns with what you want to learn (and who you want to learn from)

• Build partnerships to reach the targeted community; consider mini-grants that support partnership

• Approach funders who value community-engaged research

• Budget for accommodations, engagement activities, and incentives

• Allow time to build trust with the community you seek to engage

• Be patient! It will be challenging, but it is worth it!

OUR TAKE HOME POINTS

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QUESTIONS AND ANSWERS

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“A Valid Voice” Virtual Seminar Series Stakeholder Engagement In Research

2018 Bureau of Sages Virtual Seminar Series

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Reminder! UPCOMING EVENTS!

Date Focus

Seminar 3 10/10/18 Bureau of Sages Opportunities

Seminar 4 12/12/18 Deeper Dive on Engaging Frail Elders and

Individuals from Diverse Backgrounds

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“A VALID VOICE” VIRTUAL SEMINAR SERIES STAKEHOLDER ENGAGEMENT IN RESEARCH

2018 Bureau of Sages Virtual Seminar Series

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Please keep a look out in your email!

• Virtual Seminar Feedback Survey

https://goo.gl/forms/pB1lmqqdS4RVMQPV2

• Link to our Virtual Seminar website page https://www.cje.net/research-education/bureau-sages/sages-every-setting

– Registration for future Virtual Seminars

– Today’s Recording, Slides, and Resource List26

“A Valid Voice” Virtual Seminar Series Stakeholder Engagement In Research

2018 Bureau of Sages Virtual Seminar Series

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Additional ways to be engaged…

• GSA Interest Group on Patient/ Person Engagement in Research

• Bureau of Sages

– Latest News! https://www.cje.net/research-education/bureau-sages/bureau-sages-news

– Contact the Bureau! https://www.cje.net/research-education/bureau-sages/contact-bureau

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“A Valid Voice” Virtual Seminar Series Stakeholder Engagement In Research

2018 Bureau of Sages Virtual Seminar Series