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VALUING ALL VOICES
Developing a Trauma-Informed, Intersectional Framework for Patient & Public
Engagement in Health Research
Carolyn Shimmin, Trish Roche| October 14, 2020
• Carolyn Shimmin & Patricia Roche are employed by
the Centre for Healthcare Innovation
Disclosure
CHALLENGES
IN
PATIENT
ENGAGEMENT
The label of “patient” Tokenism
Patients seen as a
‘homogenous’ group
(all the same) Doesn’t address
health inequities
Excludes
certain
voices
Individuals’ economic, political, cultural, subjective &
experiential lives intersect
The Reality
People may not identify as “patients” due to:
• Lack of access to healthcare systems & services
• Stigma
• Refusal to engage or prematurely exiting due to
unresponsive or disrespectful care
• Dis/Ability
Current Strategies can be Exclusionary
© Queen’s Printer for Ontario, 2014
Evolving Focus of Engagement
Research &
Healthcare System
Researcher/ Healthcare needs central
Community needs centralDemocratic
Clinician needs centralPersonal
Public involvement in healthcare research is a matter of
health equity & social justice
Exposing spaces of potential resistance & renegotiation
of power in shared spaces
Reframing the Goal
Ensuring engagement works to reduce inequities &
address issues of importance to those with complex health
needs
Reframing the Goal
What is
Intersectionality?
By Miriam Dobson
By Miriam Dobson
By Miriam Dobson
By Miriam Dobson
By Miriam Dobson
Mohamed Badarne/CC BY-SA
(https://creativecommons.org/licenses/b
y-sa/4.0)
"taking flags further, scott richard" by torbakhopper is licensed with CC BY-ND 2.0. To
view a copy of this license, visit https://creativecommons.org/licenses/by-nd/2.0/
Why We Need
Intersectional Analysis in PE
From an intersectional
perspective, these are:
• Dynamic
• Historically
grounded
• Socially
constructed
• Operating on
various levels
https://www.emanu.se/
Intersectional Analysis
“Inequities are never the result
of single, distinct factors.
Rather, they are the outcome
of different social locations,
power relations, and
experiences”
- Olena Hankivsky
© The University of Melbourne 1994 - 2017
Intersectional Analysis
“There is no such thing as a
single-issue struggle, because
we do not live single-issue
lives”
- Audre Lorde
K. Kendall / CC BY
(https://creativecommons.org/licenses/by/2.0)
• Conceptualizing social categories as interacting with
and co-constituting one another
• Multi-level analysis
• Macro (global, national institutions & policies)
• Meso (provincial, regional institutions)
• Micro (community-level, grassroots institutions and
policies, the individual or ‘self’)
• Intersecting processes that produce, reproduce and
resist power & inequity
Intersectional Analysis in PE
What do we mean by
trauma-informed?
What is Trauma?
Medical
Interventions
Cultural,
intergenerational
& historical trauma
Accidents &
natural
disasters
War& other
forms of
violence
Grief &
loss
Physical,
emotional, or
sexual abuse
Witnessing
acts of
violence
Childhood
abuse or
neglect
From Violence Free Colorado
• Healthcare & other systems may be trauma-inducing
• Trauma establishes a power differential & feelings of
powerlessness
• Engagement strategies need
to prevent re-traumatization
and avoid reproducing feelings
of powerlessness
The Role of Trauma in PE
• Recognizing the widespread impact of trauma
• Recognizing the signs & symptoms of trauma
• Seeking to actively resist re-traumatization by
creating physical settings & interpersonal
processes that support safety
A Trauma-Informed Approach
• Finding common ground
• Disrupting the process of ‘othering’
• Exposing the instability of binary categories
- Patient partners vs. researchers/practitioners
• Revealing opportunities to renegotiate power
• Strengthening trust & building resiliency
Why Use a Trauma-Informed Approach?
Learning to be
Critically Reflexive
• Shapes subject positions and social categories
• Operates at both discursive & structural levels
• Excludes some types of knowledge & experience
• Relational (can vary by context)
Exploring Power
• Acknowledges the importance of power
• Recognizes multiple truths & diverse perspectives
• Gives extra space to voices typically excluded
• Important for working ethically in uncertain contexts &
unpredictable situations
Critical Reflexive Practice
Critical Reflexive Practice
What are my own personal values,
experiences, interests, beliefs, and
political commitments in the area of
health we will be looking
at/researching?
How do these personal experiences
relate to social locations and processes
of oppression in the area of health we
will be looking at/researching?
Critical Reflexive Practice
How can we become more aware of
and take advantage of opportunities
where we can challenge each others’
ideas and renegotiate power within our
project/team?
What does resilience look like, feel like,
and sound like to you?
Deciding on an Engagement Strategy
How do you think we can make sure that everyone’s
perspectives are included, and that we address
inequities as well as issues of social justice?
Deciding on an Engagement Strategy
In what ways do you think we can work together to make sure
everyone on the team, as well as any people involved in the
project, feel safe?
What does physical/emotional/psychological/cultural safety:
• Mean to us?
• Look like to us?
• Feel like to us?
Evaluation of Engagement
Did the project/research team actively work to dismantle past
cultural stereotypes and biases?
Did the project/research team have access to cultural- and
gender-responsive support services in case a
researcher/partner required additional support due to past
experiences of trauma?
The Valuing All Voices
Framework
DR. KRISTY WITTMEIER
EVAN WICKLUND
DR. KATHRYN SIBLEY
DR. SUSAN HARDIE
DR. JOSÉE LAVOIE
PATRICIA ROCHE
CAROLYN SHIMMIN
OGAI SHERZOI
SERENA HICKES
MASOOD KHAN
INUIT
METIS
FIRST
NATIONS
IMMIGRANT
REFUGEE
NEWCOMER
LIVED
EXPERIENCE
OF MENTAL
HEALTH
ISSUES
COMMUNITY ORGANIZATIONS
• Understanding perspectives & priorities requires
trusting relationships
• Flexibility in methods is crucial to success
• Look to communities & patient/public co-researchers
for guidance
• Establish a plan for ongoing communication & follow-up
from the beginning
Lessons Learned
• Group Discussions
– Inuit: 2 participants, 2 First Nations elders
– Newcomer: 6 participants, 3 interpreters
• One-on-one Discussions
– 5 people with lived experience of mental health
issues
– 4 people identifying as an immigrant or refugee
Data Collection
INUIT
METIS
FIRST
NATIONS
IMMIGRANT
REFUGEE
NEWCOMER
LIVED
EXPERIENCE
OF MENTAL
HEALTH
ISSUES
• What do these values mean to you?
• What do they look like?
• What do they feel like?
• What should be added, removed, or
changed about the Framework?
“Sometimes you can do all the research you want,
but if you haven’t actually been through what
someone else has been through it’s just a different
perspective.
And I think sometimes as a researcher you have to
take a step back and say ‘okay, in this specific
instance their perspective is more valuable than
mine because [they’ve] gone through it’.”
–MH03
Strengths-based
approach New component
How-To actionable
items Self-disclosure Self-compassion
http://bit.ly/PE-budgeting
www.chimb.ca

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Valuing All Voices Framework (October 2020)

  • 1. VALUING ALL VOICES Developing a Trauma-Informed, Intersectional Framework for Patient & Public Engagement in Health Research Carolyn Shimmin, Trish Roche| October 14, 2020
  • 2. • Carolyn Shimmin & Patricia Roche are employed by the Centre for Healthcare Innovation Disclosure
  • 3.
  • 4.
  • 5. CHALLENGES IN PATIENT ENGAGEMENT The label of “patient” Tokenism Patients seen as a ‘homogenous’ group (all the same) Doesn’t address health inequities Excludes certain voices
  • 6. Individuals’ economic, political, cultural, subjective & experiential lives intersect The Reality
  • 7. People may not identify as “patients” due to: • Lack of access to healthcare systems & services • Stigma • Refusal to engage or prematurely exiting due to unresponsive or disrespectful care • Dis/Ability Current Strategies can be Exclusionary
  • 8. © Queen’s Printer for Ontario, 2014
  • 9. Evolving Focus of Engagement Research & Healthcare System Researcher/ Healthcare needs central Community needs centralDemocratic Clinician needs centralPersonal
  • 10. Public involvement in healthcare research is a matter of health equity & social justice Exposing spaces of potential resistance & renegotiation of power in shared spaces Reframing the Goal
  • 11. Ensuring engagement works to reduce inequities & address issues of importance to those with complex health needs Reframing the Goal
  • 18. Mohamed Badarne/CC BY-SA (https://creativecommons.org/licenses/b y-sa/4.0) "taking flags further, scott richard" by torbakhopper is licensed with CC BY-ND 2.0. To view a copy of this license, visit https://creativecommons.org/licenses/by-nd/2.0/
  • 19. Why We Need Intersectional Analysis in PE
  • 20. From an intersectional perspective, these are: • Dynamic • Historically grounded • Socially constructed • Operating on various levels
  • 22. Intersectional Analysis “Inequities are never the result of single, distinct factors. Rather, they are the outcome of different social locations, power relations, and experiences” - Olena Hankivsky © The University of Melbourne 1994 - 2017
  • 23. Intersectional Analysis “There is no such thing as a single-issue struggle, because we do not live single-issue lives” - Audre Lorde K. Kendall / CC BY (https://creativecommons.org/licenses/by/2.0)
  • 24. • Conceptualizing social categories as interacting with and co-constituting one another • Multi-level analysis • Macro (global, national institutions & policies) • Meso (provincial, regional institutions) • Micro (community-level, grassroots institutions and policies, the individual or ‘self’) • Intersecting processes that produce, reproduce and resist power & inequity Intersectional Analysis in PE
  • 25. What do we mean by trauma-informed?
  • 26. What is Trauma? Medical Interventions Cultural, intergenerational & historical trauma Accidents & natural disasters War& other forms of violence Grief & loss Physical, emotional, or sexual abuse Witnessing acts of violence Childhood abuse or neglect From Violence Free Colorado
  • 27. • Healthcare & other systems may be trauma-inducing • Trauma establishes a power differential & feelings of powerlessness • Engagement strategies need to prevent re-traumatization and avoid reproducing feelings of powerlessness The Role of Trauma in PE
  • 28. • Recognizing the widespread impact of trauma • Recognizing the signs & symptoms of trauma • Seeking to actively resist re-traumatization by creating physical settings & interpersonal processes that support safety A Trauma-Informed Approach
  • 29. • Finding common ground • Disrupting the process of ‘othering’ • Exposing the instability of binary categories - Patient partners vs. researchers/practitioners • Revealing opportunities to renegotiate power • Strengthening trust & building resiliency Why Use a Trauma-Informed Approach?
  • 31. • Shapes subject positions and social categories • Operates at both discursive & structural levels • Excludes some types of knowledge & experience • Relational (can vary by context) Exploring Power
  • 32. • Acknowledges the importance of power • Recognizes multiple truths & diverse perspectives • Gives extra space to voices typically excluded • Important for working ethically in uncertain contexts & unpredictable situations Critical Reflexive Practice
  • 33. Critical Reflexive Practice What are my own personal values, experiences, interests, beliefs, and political commitments in the area of health we will be looking at/researching? How do these personal experiences relate to social locations and processes of oppression in the area of health we will be looking at/researching?
  • 34. Critical Reflexive Practice How can we become more aware of and take advantage of opportunities where we can challenge each others’ ideas and renegotiate power within our project/team? What does resilience look like, feel like, and sound like to you?
  • 35. Deciding on an Engagement Strategy How do you think we can make sure that everyone’s perspectives are included, and that we address inequities as well as issues of social justice?
  • 36. Deciding on an Engagement Strategy In what ways do you think we can work together to make sure everyone on the team, as well as any people involved in the project, feel safe? What does physical/emotional/psychological/cultural safety: • Mean to us? • Look like to us? • Feel like to us?
  • 37. Evaluation of Engagement Did the project/research team actively work to dismantle past cultural stereotypes and biases? Did the project/research team have access to cultural- and gender-responsive support services in case a researcher/partner required additional support due to past experiences of trauma?
  • 38. The Valuing All Voices Framework
  • 39. DR. KRISTY WITTMEIER EVAN WICKLUND DR. KATHRYN SIBLEY DR. SUSAN HARDIE DR. JOSÉE LAVOIE PATRICIA ROCHE CAROLYN SHIMMIN OGAI SHERZOI SERENA HICKES MASOOD KHAN
  • 40.
  • 42. • Understanding perspectives & priorities requires trusting relationships • Flexibility in methods is crucial to success • Look to communities & patient/public co-researchers for guidance • Establish a plan for ongoing communication & follow-up from the beginning Lessons Learned
  • 43. • Group Discussions – Inuit: 2 participants, 2 First Nations elders – Newcomer: 6 participants, 3 interpreters • One-on-one Discussions – 5 people with lived experience of mental health issues – 4 people identifying as an immigrant or refugee Data Collection
  • 44. INUIT METIS FIRST NATIONS IMMIGRANT REFUGEE NEWCOMER LIVED EXPERIENCE OF MENTAL HEALTH ISSUES • What do these values mean to you? • What do they look like? • What do they feel like? • What should be added, removed, or changed about the Framework?
  • 45.
  • 46.
  • 47.
  • 48.
  • 49. “Sometimes you can do all the research you want, but if you haven’t actually been through what someone else has been through it’s just a different perspective. And I think sometimes as a researcher you have to take a step back and say ‘okay, in this specific instance their perspective is more valuable than mine because [they’ve] gone through it’.” –MH03
  • 50. Strengths-based approach New component How-To actionable items Self-disclosure Self-compassion
  • 51.

Editor's Notes

  1. The concept of intersectionality emerged from a number of theoretical groundings including US black feminism, indigenous feminism, third world feminism, queer, post-structuralist and post-colonial feminism. Term itself first coined by Kimberle Crenshaw in 1989 (American civil rights advocate and leading scholar of critical race theory)
  2. Intersectionality promotes an understanding of human beings as shaped by the interactions of different social locations or categories For example, race, ethnicity, indigeneity, gender, class, sexuality, geography, age, ability/disability, immigration status, mental health status, and religion. It is important to remember that from an intersectional perspective, these categories are considered dynamic, historically grounded, socially constructed, and working on various levels in society (from the macro or global level to the micro individual level)
  3. Interactions between these social categories occur within the larger context of connected systems and structures of power (laws, policies, governments, media, public institutions) Through these processes, interdependent forms of privilege and oppression shaped by colonialism, imperialism, racism, homophobia, transphobia, sexism, ableism, saneism, and patriarchy are created
  4. So what does this mean for patient and public engagement? A central goal of intersectionality is the inclusion of voices traditionally less heard, ignored, or excluded. This is achieved by various means including: Conceptualizing social categories as interacting with and co-constituting one another to create unique social locations that vary according to time and place – it’s not about the intersections themselves, but what they tell us about power Analysis that aims to understand the effects between and across various levels in society including macro, meso, and micro levels Focuses on intersecting processes by which power and inequity are produced, reproduced, and actively resisted across levels of structure, identity, and representation
  5. An important but often overlook aspect in the practice of patient engagement is the role of trauma, and recognizing that experiential knowledge may be intertwined with experiences of trauma. Evidence shows that many patients in primary care settings have significant trauma histories, which have an impact not only on their health but also on their responsiveness to health interventions. Experiences of trauma may also impact an individual’s ability to access appropriate healthcare services, and hence to identify as a patient. Embedded in any engagement practice must be the recognition that trauma is a widespread, harmful, and costly public health issue. Trauma can occur as a result of violence, abuse, neglect, loss, disaster, war, and other emotionally harmful experiences. Trauma is often seen as an almost universal experience of people living with mental health or substance use issues. Trauma does not live solely in the realm of the public research partner who is being asked to share their experiential knowledge, but also for researchers themselves. Evidence shows that in some instances, past experiences of trauma may be a driving motivator for certain researchers in the work they do. Even in areas of research where the researcher may not have directly experienced the health conditions being investigated (for example in gerontology), stories shared by research partners may in time be the researchers’ own. It is a reminder that researchers may have a personal connection with hopes and fears expressed by patient and public partners, and that stories of abuse, loneliness, racism, sexism, and so on do not occur in a vacuum, and are likely to have an impact on both researchers and patient or public partners.
  6. There also needs to be acknowledgement that healthcare systems intended to provide services and supports to individuals may themselves be trauma-inducing. For example, the use of coercive practices such as seclusion or restraints in the behavioural health system, or invasive procedures in the medical system, can be retraumatizing to individuals who may have already experienced significant trauma before entering the system. The pervasive and harmful impact of traumatic events on individuals, families, caregivers and communities, and the unintended but similarly widespread retraumatizing of individuals within our public institutions and services – not only healthcare, but also education, corrections, child welfare, and government – makes it necessary for any patient and public engagement in health research practice to involve a trauma-informed approach. Traumatic events by their very nature set up a power differential where one entity (an individual, event, system, or force of nature) has power over another. An individual’s experience of these events or circumstances are shaped in the context of this powerlessness and feelings of humiliation, guilt, shame, betrayal, or silencing often shape the experience of this event. It is important that interpersonal interactions – something that plays a very large role when it comes to engagement – that these feelings of powerlessness are not reproduced or reconstituted in any way
  7. According to the Substance Abuse & Mental Health Services Administration guidelines, a trauma-informed approach means creating methodologies that recognize the widespread impact of trauma and understanding potential paths of recovery; recognizing signs and symptoms of trauma; and seeking to actively resist re-traumatization through the creation of both physical settings and interpersonal processes that support safety for both researchers as well as patient and public partners.
  8. According to the Substance Abuse & Mental Health Services Administration guidelines, a trauma-informed approach means creating methodologies that recognize the widespread impact of trauma and understanding potential paths of recovery; recognizing signs and symptoms of trauma; and seeking to actively resist re-traumatization through the creation of both physical settings and interpersonal processes that support safety for both researchers as well as patient and public partners. By ensuring that an intersectional analysis within a patient engagement framework is trauma-informed, both researcher and patient or public partner may find common ground, and the process of ‘othering’ (researchers vs. patients) that may limit inclusivity of current patient engagement approaches is disrupted – meaning that the instability of the binary categorization of ‘patient’ and ‘researcher’ is exposed, in turn revealing spaces where power can be renegotiated – not only strengthening the trust within the researcher/patient relationship, but also helping to build resiliency within both.
  9. An important component of an intersectional analysis is the exploration of power. In an intersectional analysis power is seen as: shaping subject positions and social categories; operating at both discursive and structural levels to exclude some types of knowledge and experience; and as relational – meaning a person can simultaneously experience both power and oppression in varying contexts at varying times. Relations of power include experiences of power over others, but also people working together to acquire power. An important component of an intersectional analysis is the exploration of power. In an intersectional analysis power is seen as: shaping subject positions and social categories; operating at both discursive and structural levels to exclude some types of knowledge and experience; and as relational – meaning a person can simultaneously experience both power and oppression in varying contexts at varying times. Relations of power include experiences of power over others, but also people working together to acquire power.
  10. One way intersectionality pays attention to power is through reflexive practice. Reflexivity acknowledges the importance of power at the micro level of the self and our relationships with others, as well as the macro levels of society. It recognizes the multiple truths and a diversity of perspectives, while giving extra space to voices typically excluded from ‘expert’ roles. For researchers, reflexivity is an important practice skill that is central to working ethically in uncertain contexts and unpredictable situations, which can often be the case in the development of public research partnerships. Practicing reflexivity requires researchers and patient and public partners to commit to ongoing dialogue about tacit, personal, and professional knowledges and the construction of expertise in academia. It exposes how researchers’ assumptions about social problems and the people who experience these problems have ethical and practical consequences.
  11. An important component of an intersectional analysis is the exploration of power. In an intersectional analysis power is seen as: shaping subject positions and social categories; operating at both discursive and structural levels to exclude some types of knowledge and experience; and as relational – meaning a person can simultaneously experience both power and oppression in varying contexts at varying times. Relations of power include experiences of power over others, but also people working together to acquire power. One way intersectionality pays attention to power is through reflexive practice. Reflexivity acknowledges the importance of power at the micro level of the self and our relationships with others, as well as the macro levels of society. It recognizes the multiple truths and a diversity of perspectives, while given extra space to voices typically excluded from ‘expert’ roles. For researchers, reflexivity is an important practice skill that is central to working ethically in uncertain contexts and unpredictable situations, which can often be the case in the development of public research partnerships. Practicing reflexivity requires researchers and public research partners to commit to ongoing dialogues about tacit, personal and professional knowledges and the construction of expertise in academia. It exposes how researchers’ assumptions about social problems and the people who experience these problems, have ethical and practical consequences. Reflexivity can help to transform the process of public involvement in health research when both researchers and public research partners who are being engaged bring critical self-awareness about the assumptions and ‘truths’ in their own work. An example of this includes reflexive practices helping people to consider their individual connections to colonization which then helps to facilitate questioning around policy, practices and research (both past and present) that are used in the colonization of Indigenous peoples in Canada. A comprehensive public involvement in health research training curriculum for both researchers and public research partners must include teachings around reflexive practice. Adapting from Olena Hankivsky’s Intersectionality-Based Policy Framework (2012) as well as SAMSHA’s Guidance for a Trauma-Informed Approach (2014) here are a few types of questions that should be considered in a public involvement in health research context: What are my own personal values, experiences, interests, beliefs and political commitments in this area of research? How do these personal experiences relate to social and structural locations and processes in this area of health research? What assumptions do you think underlie the representation and framing of the research problem?