Engaging Patients & Other Stakeholders in Translational Research:

Tools and Best Practices for Research Teams

June 1-2, 2017

This 1.5 day short course is organized around the three phases of the research process:

* Planning Stakeholder Engagement
* Conducting Stakeholder Engaged Research
* Dissemination: Stakeholder Engaged Dissemination

Using both didactic and hands-on active learning, participants will apply best practices and state-of-the-art tools to research projects and proposals in development. Attendees will work collaboratively to develop their own project-specific engagement plans, with the benefit of input from seasoned researchers and stakeholder engagement experts. Project-specific consultations from experienced researchers in small groups will reinforce learning for participants and provide tangible suggestions for specific projects engaging patients and other stakeholders.

Participants will have opportunities to network with colleagues and share information throughout the short course.

Upon completion of this short course, participants will be able to write an engagement plan for grant proposals including robust engagement activities and thoughtful compensation for stakeholders and will be able to identify resources to assist with planning stakeholder engaged research.

*Tentative Agenda – Details Subject to Change*

Thursday, June 1, 2017

8:00am Registration and Breakfast
8:30am Welcome

Maureen Smith, MD, PhD, MPH
Director, UW Institute for Clinical and Translational Research Community-Academic Partnerships (ICTR-CAP)

  • Goal: Learners will start developing a feasible, effective stakeholder engagement plan with easy-to-use tools and templates
  • Instructors: Betty Kaiser, Gay Thomas, and Sarah Davis

Session 1 (Planning): Learning Objectives

By the end of this session the learners will be able to…

  • Identify stakeholder engagement issues that are a high priority for research
  • List benefits of stakeholder engagement for researchers
  • Identify essential pieces of effective stakeholder engagement plan, including stakeholder orientation and dissemination
9:45am Break
10:00am Session 2 (Planning): Learning Objectives

By the end of this session learners will be able to…

  • Identify types of stakeholders and methods of engaging stakeholders (interviews, surveys, focus groups, patient advisory boards, blended boards, paid consultant, member of research team, etc)
  • Discuss individual, departmental, institutional barriers to meaningful engagement of stakeholders and ways to overcome them
  • Outline your methods, materials, partners for recruiting stakeholders
  • Estimate expenses for stakeholder engagement using a budget template
  • Located stakeholder engagement resources available for your research
11:30am Lunch and Networking Activity – Meet Others on the Engagement Trail
  • Goal: Enhance skills for stakeholder engagement when planning and conducting research. Learn how to maximize the benefits that stakeholder engagement can bring to your research using the tools and best practices of experts in the field.
  • Instructors: Betty Chewning, Elizabeth Cox
12:40pm Session 3 (Conducting): Learning Objectives

By the end of this session learners will have enhanced skill to…

  • Identify common research challenges (e.g., ensuring adequate recruitment and retention) that can be addressed with stakeholder engagement
  • Develop and implement meaningful stakeholder engagement agendas and activities to successfully address common research challenges
1:30pm Break
1:45pm Session 4 (Conducting): Learning Objectives

By the end of this session learners will have enhanced skill to…

  • Build and sustain stakeholder partnerships across the phases of research
  • Incorporate stakeholder input in an iterative, feedback-driven process
  • Assess whether IRB approval is needed for stakeholder engagement activities
2:35pm Break
2:45pm Small Group Participant Interactive Session: Expert Consultations on Engagement Approaches

Using participants’ own project summaries, attendees will receive expert technical assistance on solving common research challenges by engaging stakeholders. This is an opportunity to get feedback on a specific research project and to learn through observation as researchers who have successfully engaged stakeholders in their studies share real-world experiences and insights.

4:00pm Optional Networking Social, Union South Roof Top Pavilion, 4:00-5:30 pm

Friday, June 2, 2017

8:00am Breakfast
8:30am Welcome
  • Goal: Learn approaches to stakeholder-engaged dissemination
  • Instructors: Sarah Davis, Melody Bockenfeld, Nancy Pandhi
9:00am Harnessing High Touch and High Tech: Combining Traditional Engagement and Social Media to Maximize Dissemination

Learning Objectives:

  • Evaluate and apply a framework for combining high touch and high tech approaches to stakeholder-engaged dissemination
  • Describe the value of branding, social media, and other creative methods to enhance transparency and engagement from the outset of a study
  • Identify approaches for partnering with stakeholders in dissemination
  • Identify logistical and training considerations to address when partnering with stakeholders, especially “hard to reach” patients, on dissemination efforts
  • Access and use key resources
10:30am Break
10:45am Engagement for Dissemination

Learning Objectives:

  • Design a stakeholder-engaged dissemination plan that maximizes the potential for implementation and sustainability
  • Identify barriers to effective dissemination and ways engaging stakeholders can address them
  • Describe effective communication channels for dissemination including effectively using new technology
  • Identify two elements to include in your research design to assure you are “designing for dissemination”, in conjunction with your stakeholders
  • Access and use key resources
12:15pm Lunch and Closing


1:00pm Adjourn