Abstract

BackgroundPatient and public engagement (PPE) in research is growing internationally, and with it, the interest for its evaluation. In Canada, the Strategy for Patient-Oriented Research has generated national momentum and opportunities for greater PPE in research and health-system transformation. As is the case with most countries, the Canadian research community lacks a common evaluation framework for PPE, thus limiting our capacity to ensure integrity between principles and practices, learn across projects, identify common areas for improvement, and assess the impacts of engagement.ObjectiveThis project aims to build a national adaptable framework for the evaluation of PPE in research, by:Building consensus on common evaluation criteria and indicators for PPE in research;Defining recommendations to implement and adapt the framework to specific populations.MethodsUsing a collaborative action-research approach, a national coalition of patient-oriented research leaders, (patient and community partners, engagement practitioners, researchers and health system leaders) will co-design the evaluation framework. We will develop core evaluation domains of the logic model by conducting a series of virtual consensus meetings using a nominal group technique with 50 patient partners and engagement practitioners, identified through 18 national research organizations. We will then conduct two Delphi rounds to prioritize process and impact indicators with 200 participants purposely recruited to include respondents from seldom-heard groups. Six expert working groups will define recommendations to implement and adapt the framework to research with specific populations, including Indigenous communities, immigrants, people with intellectual and physical disabilities, caregivers, and people with low literacy. Each step of framework development will be guided by an equity, diversity and inclusion approach in an effort to ensure that the participants engaged, the content produced, and the adaptation strategies proposed are relevant to diverse PPE.DiscussionThe potential contributions of this project are threefold: 1) support a national learning environment for engagement by offering a common blueprint for collaborative evaluation to the Canadian research community; 2) inform the international research community on potential (virtual) methodologies to build national consensus on common engagement evaluation frameworks; and 3) illustrate a shared attempt to engage patients and researchers in a strategic national initiative to strengthen evaluation capacity for PPE.

Highlights

  • Patient and public engagement (PPE)1 in research is growing internationally, and so is interest in its evaluation

  • Our intention is to offer enough supporting theory and guidance for research organizations and partners to build their own evaluation in a way that: 1) aligns with common engagement principles outlined in the Canadian Strategy for Patient-Oriented Research; 2) is adaptable to specific contexts of engagement, and 3) allows for mutual learning and understanding across projects and organizations by defining core evaluation standards applicable across Canada

  • The six working groups mobilized within our research will discuss the experience of their own community of patient/public partners in order to identify the contexts and processes that could likely be obstacles or facilitators to contributing engagement practices, and outline how to adapt the PPE evaluation framework for these populations

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Summary

Introduction

Patient and public engagement (PPE) in research is growing internationally, and so is interest in its evaluation. In 2019, a systematic review of patient and public engagement evaluation frameworks was conducted by Greenhalgh and colleagues [15]. It showed how diverse and theoretically heterogeneous this literature is. The authors concluded that the diversity in purposes and scientific underpinning of existing frameworks limited transferability across contexts. They concluded that “a single, one-size-fits-all framework may be less useful than a range of resources that can be adapted and combined in a locally generated co-design activity” developed with patient collaborators [15]. As is the case with most countries, the Canadian research community lacks a common evaluation framework for PPE, limiting our capacity to ensure integrity between principles and practices, learn across projects, identify common areas for improvement, and assess the impacts of engagement

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