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Building a Knowledge Mobilization
 Strategy for Research Projects

                  Michael Johnny, Manager
                Knowledge Mobilization Unit
                            York University
Overview

1. Building a KMb plan for a research project – strategic framework
2. Tools – resources to assist KMb planning




                                                                      2
So what IS knowledge mobilization?

        http://www.youtube.com/researchimpact#p/u/7/1IzYtrQq3zc




                                                                  3
Context – institutional knowledge mobilization services

                          Knowledge Mobilization

 Research        Producer                             User
 Summaries                                                        Research
                  Push             Exchange            Pull       Translation
 Research                            (KE)
                   (KT)                                (KT)       Help Desk
 Translation
 Help Desk



                                 co-production


                 partnerships                        CBR

       Research Partnerships    Research Forums   Community Based Research
                 KMb Interns       KM in AM
                Social Media

                                                                          4
KMb Partnerships throughout the Research Cycle

                                           Plan              Consultation
 Wikis, blogs                                                Partnerships
 Web site                                                    Research forum
 Town hall
 Theatre
 Posters
                                      public policy
 Policy brief   Disseminate                                Execute
                                  professional practice
 PSA
 Practice                                                       Populations
 guideline                                                      Clinical practice
 Popular press                                                  Intervention
 Social                                                         studies
 Marketing                                                      Internships
                                         Evaluate
                                                                Researcher
                                                                exchange
                 Surveys, case studies, expert panelists
                                                                               5
KMb Summary

1. Acknowledge the confusion around terminology (KM,
   KMb, KT, KTE, KU, RU, K*


2. At the basis of KMb is the two-way exchange processes.


3.   Co-production distinguishes KMb from:
– Knowledge Translation (often thought as one way push)
– Knowledge Transfer and Exchange
(which does support active two-way exchange)




                                                            6
1. Knowledge Mobilization Research Planning Template


 Objectives
 –   KMb planning for research purposes.


 Deliverable
 -   Following these steps will help provide a comprehensive
     KMb plan




                                                               7
Acknowledgements


  Adapted by research and development from:


  Dr. Melanie Barwick
  The Hospital for Sick Children, Toronto


  and
  Dr. Donna Lockett
  KT Consultant
                      Scientist Knowledge Translation Training, 2009


                                                                       8
KMb Research Planning Template – 13 steps
 1.    Identify Partners
 2.    Partner Engagement
 3.    KMb Expertise
 4.    Main Messages (for research projects)
 5.    Audiences
 6.    Goals
 7.    Methods
 8.    Process
 9.    Impact
 10.   Partners Role
 11.   Resources Required
 12.   Related Budget Items
 13.   Estimated Costs



                                               9
Step 1 – Research Partners

      Researchers
      Public / Consumers               Brokers Bits

      Decision Makers (org, comm,   York U Knowledge
       govt)                         Brokers can help
                                     identify
      Policy Makers (govt, comm)    collaborators for a
                                     research project.

      Private Sector                Leveraging the
                                     national network,
      Funding Body                  we can help find
                                     research expertise
                                     from across
                                     Canada.




                                                           10
Step 2 – Partner Engagement

 Option A
                                                 Brokers Bits
 -   Initial – from conception to grave
                                              What does the
                                              term ‘partner’
 Option B                                     mean to you? Is
                                              your expectation
 -   Early - After conception to grave        clear and
                                              consistent with
                                              those you’re
                                              collaborating with?
 Option C
                                              Be explicit from
 -   End - Dissemination / Project End only   the beginning.
                                              Meaningful
                                              engagement
 Option D                                     requires honest,
                                              respectful
 -   Beyond the project (ongoing, extended)   dialogue.



                                                                    11
Step 3 – KMb Expertise Needed?

 Lots of options to consider:
                                                   Brokers Bits


 •   Researcher with KMb expertise             So why a dedicated
                                               knowledge broker?
 •   Consultant with KMb expertise
                                               Sometimes, simply
 •   Knowledge Broker / Specialist             creating
                                               knowledge/products
 •   Organizational KMb support                is not good enough.

 •   KMb support within the partner            Brokers can help
     organization                              move knowledge
                                               into action using an
 •   Project Manager with KMb responsibility   array of tools and
                                               activities, tailored to
                                               the needs of your
                                               audiences.




                                                                         12
Step 4 – Main Messages

 What messages do you anticipate
   sharing?


 •   Briefly, what your
     research/project seeks to:


 •   You can consider this for multiple
     audiences




                                          13
Step 5 – KMb Audiences

       What audiences will you target?
       •   Researchers
                                             Brokers Bits
       •   Practitioners / Service
           Providers                     This is an important
                                         element to consider.
       •   Public
                                         Understanding your
       •   Media                         audience(s) will help
                                         shape the work you
       •   Consumers                     will do.
       •   Decision Makers
                                         Not all audiences
       •   Policy makers                 want to receive
                                         information the
       •   Private Sector / Industry     same way.

       •   Other


                                                                 14
Step 6 – KMb Goals

      Are you seeking to:
      Generate
                                Brokers Bits
      •  Awareness
      •  Interest
                            Always consider the
      •  Practice change    ethical and legal
      •  Behaviour change   principles in your
      •  Policy Action      KMb efforts.

                            Consider goals for
      Impart                each audience
      •  Knowledge          group you’re
      •  Tools              engaging.


      Inform
      •   Research
      •   Policy
      •   Practice

                                                  15
Step 7 – KMb Methods

      What KMb methods/activities will
         you use?                                  Brokers Bits


                                             York has structured their
      •   Broker / KMb Specialist            activity into three
      •   Research Summaries                 streams:
      •   Website / IT
      •   Multi stakeholder collaboration    People – capacity
                                             building, internships,
      •   Mass Media Campaign                and educational efforts
      •   Financial Intervention/Incentive
      •   Performance Feedback               Spaces – creating space
      •   Capacity Building / Training       for people to meet and
                                             interact
      •   Peer Reviewed Publication
      •   Conference                         Projects – user
      •   Social Media Tools                 generated collaborative
      •   Others...                          project



                                                                    16
Step 8 – KMb Process – when will KMb occur?

  Option 1
  Integrated KMb – researchers and research users
      will shape the research process (setting
      questions, methodology, tools, analysis,
      dissemination...)


  Option 2
  End of Grant KMb – KMb activities are employed
     once the project is completed




                                                    17
Step 8 – …and can the KMb Unit at York help?


                  Academic                        Non Academic
  Dissemination   -   Traditionally scholarly     -   Clear language research
                      publication                     summary
                  -   Academic conference         -   Non-traditional forms of
                      presentation                    dissemination (such as theatre)
                  -   Web posting of outputs      -   Social media
  Integrated      -   Academic collaborators      -   Non-academic collaborators or
                      on grant                        co-applicants on grant
                  -   Scholarly workshops             application
                      throughout the grant        -   Workshop, town hall, open
                  -   Hosting a wiki or blog to       house
                      create two-way              -   Hosing a wiki or blog to create
                      conversation                    two way conversation
                  -   Workshop w/ peers to        -   Participatory action /
                      reflect on emerging             community-based research
                      research findings           -   * This all takes time



                                                                                        18
Step 9 – KMb Impact – behaviour, practice, policy, research

            How will you evaluate impact?
            •    Reach Indicators
                •   Copies Distributed
                •   Copies Requested
                •   # downloads, hits, visits
                •   Media Exposure

            •    Usefulness Indicators
                •    Satisfied With
                •    Usefulness of
                •    Changed Views
                •    Gained Knowledge

            •    Use Indicators
                •    # intend to use
                •    # adapting the information
                •    # using to inform policy/practice

            •   Partnership Indicators (#’s)              19
Step 10 – Partners Roles

 How will partners assist in developing,
 implementing or evaluating the KMb plan?




                                            20
Step 11 – Required Resources

      What resources do you require?

      •   Human
      •   Financial
      •   IT
      •   Web

      •   Leadership
      •   Management
      •   Workers
      •   Board
      •   Volunteer
      •   Others




                                       21
Step 12/13 – Budget Items / Estimated Costs

                          Identify budget items related
                              to your plan

                          •   Knowledge Broker
                          •   Project Manager / KMb
                              Specialist
                          •   Clear Language Writer
                          •   Web development / IT
                          •   Travel
                          •   Workshops / Venue
                          •   Public Relations
                          •   Web 2.0 (social media)
                          •   Others




                                                          22
‘Tools’ for building a KMb / KT Strategy

KMb Strategy Table
1. Activity (and matching audiences)
2. Outcomes (and outcome indicators)
3. Impact (and desired timelines)


Summary (paragraph or page)
-   What are you going to do (objectives)
-   How are you planning to do this (activities)
-   Who are your audience(s)/collaborators
-   What will result from this work, and how
    will you demonstrate it.


                                                   23
Michael Johnny
mjohnny@yorku.ca
http://www.researchimpact.ca

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Building a knowledge mobilization strategy

  • 1. Building a Knowledge Mobilization Strategy for Research Projects Michael Johnny, Manager Knowledge Mobilization Unit York University
  • 2. Overview 1. Building a KMb plan for a research project – strategic framework 2. Tools – resources to assist KMb planning 2
  • 3. So what IS knowledge mobilization? http://www.youtube.com/researchimpact#p/u/7/1IzYtrQq3zc 3
  • 4. Context – institutional knowledge mobilization services Knowledge Mobilization Research Producer User Summaries Research Push Exchange Pull Translation Research (KE) (KT) (KT) Help Desk Translation Help Desk co-production partnerships CBR Research Partnerships Research Forums Community Based Research KMb Interns KM in AM Social Media 4
  • 5. KMb Partnerships throughout the Research Cycle Plan Consultation Wikis, blogs Partnerships Web site Research forum Town hall Theatre Posters public policy Policy brief Disseminate Execute professional practice PSA Practice Populations guideline Clinical practice Popular press Intervention Social studies Marketing Internships Evaluate Researcher exchange Surveys, case studies, expert panelists 5
  • 6. KMb Summary 1. Acknowledge the confusion around terminology (KM, KMb, KT, KTE, KU, RU, K* 2. At the basis of KMb is the two-way exchange processes. 3. Co-production distinguishes KMb from: – Knowledge Translation (often thought as one way push) – Knowledge Transfer and Exchange (which does support active two-way exchange) 6
  • 7. 1. Knowledge Mobilization Research Planning Template Objectives – KMb planning for research purposes. Deliverable - Following these steps will help provide a comprehensive KMb plan 7
  • 8. Acknowledgements Adapted by research and development from: Dr. Melanie Barwick The Hospital for Sick Children, Toronto and Dr. Donna Lockett KT Consultant Scientist Knowledge Translation Training, 2009 8
  • 9. KMb Research Planning Template – 13 steps 1. Identify Partners 2. Partner Engagement 3. KMb Expertise 4. Main Messages (for research projects) 5. Audiences 6. Goals 7. Methods 8. Process 9. Impact 10. Partners Role 11. Resources Required 12. Related Budget Items 13. Estimated Costs 9
  • 10. Step 1 – Research Partners  Researchers  Public / Consumers Brokers Bits  Decision Makers (org, comm, York U Knowledge govt) Brokers can help identify  Policy Makers (govt, comm) collaborators for a research project.  Private Sector Leveraging the national network,  Funding Body we can help find research expertise from across Canada. 10
  • 11. Step 2 – Partner Engagement Option A Brokers Bits - Initial – from conception to grave What does the term ‘partner’ Option B mean to you? Is your expectation - Early - After conception to grave clear and consistent with those you’re collaborating with? Option C Be explicit from - End - Dissemination / Project End only the beginning. Meaningful engagement Option D requires honest, respectful - Beyond the project (ongoing, extended) dialogue. 11
  • 12. Step 3 – KMb Expertise Needed? Lots of options to consider: Brokers Bits • Researcher with KMb expertise So why a dedicated knowledge broker? • Consultant with KMb expertise Sometimes, simply • Knowledge Broker / Specialist creating knowledge/products • Organizational KMb support is not good enough. • KMb support within the partner Brokers can help organization move knowledge into action using an • Project Manager with KMb responsibility array of tools and activities, tailored to the needs of your audiences. 12
  • 13. Step 4 – Main Messages What messages do you anticipate sharing? • Briefly, what your research/project seeks to: • You can consider this for multiple audiences 13
  • 14. Step 5 – KMb Audiences What audiences will you target? • Researchers Brokers Bits • Practitioners / Service Providers This is an important element to consider. • Public Understanding your • Media audience(s) will help shape the work you • Consumers will do. • Decision Makers Not all audiences • Policy makers want to receive information the • Private Sector / Industry same way. • Other 14
  • 15. Step 6 – KMb Goals Are you seeking to: Generate Brokers Bits • Awareness • Interest Always consider the • Practice change ethical and legal • Behaviour change principles in your • Policy Action KMb efforts. Consider goals for Impart each audience • Knowledge group you’re • Tools engaging. Inform • Research • Policy • Practice 15
  • 16. Step 7 – KMb Methods What KMb methods/activities will you use? Brokers Bits York has structured their • Broker / KMb Specialist activity into three • Research Summaries streams: • Website / IT • Multi stakeholder collaboration People – capacity building, internships, • Mass Media Campaign and educational efforts • Financial Intervention/Incentive • Performance Feedback Spaces – creating space • Capacity Building / Training for people to meet and interact • Peer Reviewed Publication • Conference Projects – user • Social Media Tools generated collaborative • Others... project 16
  • 17. Step 8 – KMb Process – when will KMb occur? Option 1 Integrated KMb – researchers and research users will shape the research process (setting questions, methodology, tools, analysis, dissemination...) Option 2 End of Grant KMb – KMb activities are employed once the project is completed 17
  • 18. Step 8 – …and can the KMb Unit at York help? Academic Non Academic Dissemination - Traditionally scholarly - Clear language research publication summary - Academic conference - Non-traditional forms of presentation dissemination (such as theatre) - Web posting of outputs - Social media Integrated - Academic collaborators - Non-academic collaborators or on grant co-applicants on grant - Scholarly workshops application throughout the grant - Workshop, town hall, open - Hosting a wiki or blog to house create two-way - Hosing a wiki or blog to create conversation two way conversation - Workshop w/ peers to - Participatory action / reflect on emerging community-based research research findings - * This all takes time 18
  • 19. Step 9 – KMb Impact – behaviour, practice, policy, research How will you evaluate impact? • Reach Indicators • Copies Distributed • Copies Requested • # downloads, hits, visits • Media Exposure • Usefulness Indicators • Satisfied With • Usefulness of • Changed Views • Gained Knowledge • Use Indicators • # intend to use • # adapting the information • # using to inform policy/practice • Partnership Indicators (#’s) 19
  • 20. Step 10 – Partners Roles How will partners assist in developing, implementing or evaluating the KMb plan? 20
  • 21. Step 11 – Required Resources What resources do you require? • Human • Financial • IT • Web • Leadership • Management • Workers • Board • Volunteer • Others 21
  • 22. Step 12/13 – Budget Items / Estimated Costs Identify budget items related to your plan • Knowledge Broker • Project Manager / KMb Specialist • Clear Language Writer • Web development / IT • Travel • Workshops / Venue • Public Relations • Web 2.0 (social media) • Others 22
  • 23. ‘Tools’ for building a KMb / KT Strategy KMb Strategy Table 1. Activity (and matching audiences) 2. Outcomes (and outcome indicators) 3. Impact (and desired timelines) Summary (paragraph or page) - What are you going to do (objectives) - How are you planning to do this (activities) - Who are your audience(s)/collaborators - What will result from this work, and how will you demonstrate it. 23