Clinical and Translational Science Institute / CTSI at the University of California, San FranciscoStakeholder EngagementIdentifying the Right StakeholdersMike Potter, MD
Step 1: Define the Purpose of Stakeholder Engagement• What are your desired outcomes?• How can stakeholder engagement improve your chances of success?• What level of stakeholder engagement are you looking for?
Step 2: Identify Your Stakeholders• Funders – Are you addressing a high-impact priority? How will you convince them that it is worth funding?• Established experts in the field – How will your research build on or challenge what is known? What knowledge/experience can experts contribute that you don’t have?• End users of your research – How do you envision the knowledge gained would be used by health systems, clinicians, patients? How will it be sustained?• Potential disseminators – How will your results be translated into widespread practice?
Step 3: Stakeholder Recruitment Plan• How will you introduce yourself and explain your goals in a way that is meaningful to stakeholders?• What will you ask them to do, and when will they need to do it?• Why should they trust you? What will they get in return? How will you share results or credit?
Some Suggestions• Think about stakeholders in the earliest phases of your research, and get early feedback on your research questions and long term goals• Select them for what they can contribute at each stage of the process• Define the stakeholder relationship carefully – don’t expect more from them than they can reasonably deliver, and don’t overpromise what you can deliver• Acknowledge and share credit with stakeholders as often and as prominently as possible