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People with lived/living experience of a
health issue being involved in decision-
making about research before applying for
research funding.
Research “with” or “by” people with
lived/living experience, instead of “for” or
“about” them
Patient Engagement
3
PARTICIPANTS
• People recruited to study about whom data is
collected (e.g., focus groups, surveys)
• No decision-making power about research topic
or design
PARTNERS
• People with lived/living experience of a health
condition involved in decision-making about
research (e.g., co-researchers, advisory group)
Participants vs. Partners
4
Addresses a key funding gap:
• Engaging early in the research process allows
for more shared decision-making power and
flexibility in research methods & design
• People with lived/living experience need to be
involved prior to receiving funds
• Need funding to engage people
Why the PREPPP Award?
5
• Manitoba researchers, students and community
organizations
• Planning a health research project or program
• Aim to involve patients and/or members of the
public in decision-making about research design
• Research project not yet funded (still in design or
grant development phase)
• Previous applicants welcome to re-apply!
Who is Eligible?
8
Assessment
Criteria
1. Overall quality
2. Appropriateness & level of engagement
3. Evidence of commitment to 2-way relationships,
trauma-informed approaches, and methods for
equity, diversity & inclusion
4. Potential impact of engagement on research, those
involved & broader context
5. Feasibility
6. Alignment with principles of patient-oriented
research & local health priorities
Assessment Criteria
10
• Clarity – application is easy to read, methods are
clearly laid out & logical
• All sections & bullet points in application are
explicitly addressed
• Scope – focused on early engagement, priority-
setting, refining the research question, co-
developing design and grant development
• Originality – demonstrated attempts to consider
methods outside of status quo of traditional health
research, meeting people where they’re at
1. Overall Quality
11
• Planned engagement is (or will be) chosen by
or co-designed with partners
• Methods address explicitly stated needs,
values and expectations of partners
• Partners have significant decision-making
power in research design and grant
development
– Collaboration or patient/public-directed
– Goes beyond consultation
2. Appropriateness
12
• Readiness to Engage Workbook
– Critical reflexive practice questions
– Examine perceptions, values, needs, priorities
– Assess level of decision-making power and
flexibility
2. Resources - Appropriateness
13
http://umanitoba.ca/centre-for-healthcare-
innovation/sites/centre-for-healthcare-
innovation/files/2021-11/readiness-to-
engage-workbook.pdf
• May be able to involve partners at different
levels through different stages of research
– For application, focus on level of decision-
making power in planning the research
– Priority-setting, research questions, design &
grant development
https://medium.com/knowledgenudge/pe-3-
the-levels-of-patient-and-public-involvement-
77026a547f2b
2. Resources – Level of Engagement
14
• Variety of methods for different stages &
levels of engagement
• Focus on identifying & prioritizing, research
design & development of grant proposal
http://umanitoba.ca/centre-for-healthcare-
innovation/sites/centre-for-healthcare-
innovation/files/2021-11/methods-of-patient-
and-public-engagement-guide.pdf
2. Resources – Methods to Engage
15
• Describe how two-way (reciprocal)
relationships will be built and maintained
– Developing trust
– Transparency about research design & grant
processes
– Participation in shared learning
• Discuss the “bigger picture” and how you
envision engagement will impact everyone
involved
3. Commitment to Relationships
16
3. Resource – Valuing All Voices
https://researchinvolvement.biomedcentral.com/articles/
10.1186/s40900-020-00217-2
17
• Describe methods for co-creating safety in
engagement
– Discussions of safe spaces
– Guiding principles for working together
• 4-part KnowledgeNudge blog series on
Trauma-Informed Engagement
– https://medium.com/knowledgenudge/trauma
-informed-engagement-part-1-understanding-
trauma-96f35fb00252
3. Trauma-Informed Approaches
18
• Discuss how power imbalances will be
acknowledged & addressed in engagement
• Describe methods to ensure diverse
perspectives are included
• Explicitly address whose voices may not be
heard and who may be missing from the
conversation
https://medium.com/knowledgenudge/pe-7-how-
do-i-find-people-to-involve-in-my-health-research-
4d6f1b163419
3. Equity, Diversity & Inclusion (EDI)
19
• Have a plan for how partners will be involved
in decision-making processes
• Describe potential benefits and harms and
plans to provide supports
• Approaches should provide opportunities for
co-learning, capacity building, and co-benefit
• Consider the bigger picture impact of
engagement on the research team,
organization and field of research
4. Impact of Engagement
20
• Be explicit and flexible in regards to plans for
engagement
– Number of people involved
– Duration and frequency of meetings
– Roles and responsibilities
– How barriers to involvement will be addressed
– Contingencies for changes to timelines, budget
needs, etc.
5. Feasibility
21
• Excel-based budgeting calculator with
printable one-page budget summary
• Provides guidance & suggestions for
important considerations
– Addressing barriers to involvement
– Ensuring supports are accounted for
5. Resource – Budgeting Tool
https://umanitoba.ca/centre-for-healthcare-
innovation/sites/centre-for-healthcare-
innovation/files/2023-06/2020-01-29-chi-pe-
budget-tool-v2-8-3.xlsx
22
• Engages patients as partners;
• Focuses on patient-identified priorities;
• Improves patient outcomes;
• Conducted by multidisciplinary teams in
partnership with relevant stakeholders; AND
• Aims to apply knowledge generated to improve
healthcare systems and practices
6. Alignment with POR Principles
https://cihr-irsc.gc.ca/e/41204.html
23
• Clearly describe how the research
topic/question(s)/priorities were (or will be)
chosen and by whom
• Explicitly link to local priorities identified by:
– Patient/public partners, communities and/or
affected populations
– Local organizations (CancerCare, AFM, Nine
Circles, Mount Carmel, Klinic, SERC, etc.)
– Manitoba’s health system – Shared Health
Clinical Preventative Services Plan
6. Addresses Local Priorities
24
Preparing Your
PREPPP
Application
• Write in lay language (aim for grade 6 reading
level) as patient & public partners will be on
review team
• Avoid medical jargon and acronyms
• Make sure you address all sections of the
application form
• Limit to 6 pages (not including references and
optional letters of support)
Preparing Your Application
26
Sections:
1. Lay Summary
2. Project Information
3. Engagement Activities
4. Patient and Public Partners
5. The Research Team
6. Impact of Engagement
7. Funding Award Budget
8. Optional: Letters of Support
The Application Form
27
• Ensure your summary addresses the
following aspects:
– Describe how the PREPPP award will aid in
achieving the engagement goals of your project.
– How you will engage people with lived/living
experience and specify how their involvement will
influence decisions related to your project.
– What you hope to achieve through engaging
individuals with lived/living experience.
* Should your application be successful, this summary may be utilized for promotional purposes.
1. Lay Summary (150-word)
28
• Brief, lay language description of overall research
area/topic and its relevance to partners
• How research design and grant development
decision(s) will be made
• Specific goal(s) or outcome(s) of involving
partners
• Funding opportunities (or agencies) the team
plans to apply to in order to fund the research
2. Project Information
29
• Clear and detailed description of planned
engagement
– Goals/objectives for each activity
– Frequency, duration and number of partners and
meetings
– Methods for safety and diversity
– Supports and/or facilitation services
– Opportunities for ongoing engagement
3. Engagement Activities
30
• Who you hope/plan to engage with
• How people involved are partners, rather than
participants (though they may be both)
• Planned or completed assessment of external
readiness to engage (context of potential
partners, caregivers, communities, and/or
organizations)
• Recruitment strategy and how barriers to
involvement will be assessed and addressed
4. Patient and Public Partners
31
• Very brief overview of team members and their
roles in engagement
• Completed or planned internal assessment of
readiness to engage
• Barriers and facilitators affecting team’s ability to
be flexible and adaptable in decision-making
about the research
5. The Research Team
32
• Specific research decisions to be addressed
through engagement
• Level of decision-making power
• Potential harms and benefits
• How power imbalances will be
discussed/addressed
• Specific processes for ensuring partners’
perspectives, concerns and values are
represented and valued in decision-making
6. Impact of Engagement
33
• Summary of costs
• Describe any additional support (funding or in-
kind) that may facilitate engagement beyond the
amount provided by the PREPPP Award
• Emphasis on compensation and addressing
barriers to engagement
• Do not include costs not directly related to
engagement (e.g., transcription, publication,
conference fees for researchers)
7. Funding Award Budget
34
• Not required, will have minimal impact on funding
decisions
• May describe pre-existing relationships or
financial/in-kind supports
8. Optional – Letters of Support
35
• Application form: https://umanitoba.ca/centre-
for-healthcare-innovation/sites/centre-for-
healthcare-innovation/files/2024-01/2024-
PREPPP-funding-award-application.pdf
• Resources: https://umanitoba.ca/centre-for-
healthcare-innovation/tools-and-
resources#patient-engagement
• KnowledgeNudge PE Blog Series:
http://bit.ly/PE101Blog
Relevant PE Resources
36
• Shimmin et al. 2017:
– Trauma-Informed Intersectional Analysis & Critical
Reflexive Questions for teams
– http://bit.ly/PEinHealthRes
• Roche et al. 2020:
– The Valuing All Voices Framework for Meaningful
Patient & Public Engagement
– http://bit.ly/Valuing-All-Voices
Relevant Articles
37
• Funding for 18 months
• Free one-hour consult with CHI’s PE team
• Additional fee-based services available
• Participate in CHI’s Patient & Public Engagement
Lunchtime Learning Series
• Complete a final report about engagement
Successful Applicants
38
• Engagement in a systematic review on ER
wait times (Dr. Maya Jeyaraman)
• Community engagement about sugar-
sweetened beverage tax (Dr. Natalie Riediger)
• Engagement around outcomes of thoracic
surgery (Dr. Sadeesh Srinathan)
• Family engagement workshop about chronic
pain in youth (Drs. Kristy Wittmeier & Kirsten
Gerhold)
Previous PREPPP Award Winners
39
• Engaging in scoping review design (Dr. Anna
Chudyk)
• Engaging in clinical trials design (Dr. Dylan
MacKay)
• Blog series – engaging youth & caregivers
around type 2 diabetes (Leanne Dunne)
– Caregiver perspective
– Youth perspective
– Researcher perspective
Previous PREPPP Award Winners
40
https://eventscalendar.umanitoba.ca/
event/budgeting-for-engagement/
CHIPartners@umanitoba.ca
https://umanitoba.ca/centre-for-healthcare-innovation/
@CHImbca CHIManitoba
Centre for Healthcare Innovation
Info Session for CHI's 2024 PREPPP Awards

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Info Session for CHI's 2024 PREPPP Awards

  • 1.
  • 2.
  • 3. People with lived/living experience of a health issue being involved in decision- making about research before applying for research funding. Research “with” or “by” people with lived/living experience, instead of “for” or “about” them Patient Engagement 3
  • 4. PARTICIPANTS • People recruited to study about whom data is collected (e.g., focus groups, surveys) • No decision-making power about research topic or design PARTNERS • People with lived/living experience of a health condition involved in decision-making about research (e.g., co-researchers, advisory group) Participants vs. Partners 4
  • 5. Addresses a key funding gap: • Engaging early in the research process allows for more shared decision-making power and flexibility in research methods & design • People with lived/living experience need to be involved prior to receiving funds • Need funding to engage people Why the PREPPP Award? 5
  • 6.
  • 7.
  • 8. • Manitoba researchers, students and community organizations • Planning a health research project or program • Aim to involve patients and/or members of the public in decision-making about research design • Research project not yet funded (still in design or grant development phase) • Previous applicants welcome to re-apply! Who is Eligible? 8
  • 10. 1. Overall quality 2. Appropriateness & level of engagement 3. Evidence of commitment to 2-way relationships, trauma-informed approaches, and methods for equity, diversity & inclusion 4. Potential impact of engagement on research, those involved & broader context 5. Feasibility 6. Alignment with principles of patient-oriented research & local health priorities Assessment Criteria 10
  • 11. • Clarity – application is easy to read, methods are clearly laid out & logical • All sections & bullet points in application are explicitly addressed • Scope – focused on early engagement, priority- setting, refining the research question, co- developing design and grant development • Originality – demonstrated attempts to consider methods outside of status quo of traditional health research, meeting people where they’re at 1. Overall Quality 11
  • 12. • Planned engagement is (or will be) chosen by or co-designed with partners • Methods address explicitly stated needs, values and expectations of partners • Partners have significant decision-making power in research design and grant development – Collaboration or patient/public-directed – Goes beyond consultation 2. Appropriateness 12
  • 13. • Readiness to Engage Workbook – Critical reflexive practice questions – Examine perceptions, values, needs, priorities – Assess level of decision-making power and flexibility 2. Resources - Appropriateness 13 http://umanitoba.ca/centre-for-healthcare- innovation/sites/centre-for-healthcare- innovation/files/2021-11/readiness-to- engage-workbook.pdf
  • 14. • May be able to involve partners at different levels through different stages of research – For application, focus on level of decision- making power in planning the research – Priority-setting, research questions, design & grant development https://medium.com/knowledgenudge/pe-3- the-levels-of-patient-and-public-involvement- 77026a547f2b 2. Resources – Level of Engagement 14
  • 15. • Variety of methods for different stages & levels of engagement • Focus on identifying & prioritizing, research design & development of grant proposal http://umanitoba.ca/centre-for-healthcare- innovation/sites/centre-for-healthcare- innovation/files/2021-11/methods-of-patient- and-public-engagement-guide.pdf 2. Resources – Methods to Engage 15
  • 16. • Describe how two-way (reciprocal) relationships will be built and maintained – Developing trust – Transparency about research design & grant processes – Participation in shared learning • Discuss the “bigger picture” and how you envision engagement will impact everyone involved 3. Commitment to Relationships 16
  • 17. 3. Resource – Valuing All Voices https://researchinvolvement.biomedcentral.com/articles/ 10.1186/s40900-020-00217-2 17
  • 18. • Describe methods for co-creating safety in engagement – Discussions of safe spaces – Guiding principles for working together • 4-part KnowledgeNudge blog series on Trauma-Informed Engagement – https://medium.com/knowledgenudge/trauma -informed-engagement-part-1-understanding- trauma-96f35fb00252 3. Trauma-Informed Approaches 18
  • 19. • Discuss how power imbalances will be acknowledged & addressed in engagement • Describe methods to ensure diverse perspectives are included • Explicitly address whose voices may not be heard and who may be missing from the conversation https://medium.com/knowledgenudge/pe-7-how- do-i-find-people-to-involve-in-my-health-research- 4d6f1b163419 3. Equity, Diversity & Inclusion (EDI) 19
  • 20. • Have a plan for how partners will be involved in decision-making processes • Describe potential benefits and harms and plans to provide supports • Approaches should provide opportunities for co-learning, capacity building, and co-benefit • Consider the bigger picture impact of engagement on the research team, organization and field of research 4. Impact of Engagement 20
  • 21. • Be explicit and flexible in regards to plans for engagement – Number of people involved – Duration and frequency of meetings – Roles and responsibilities – How barriers to involvement will be addressed – Contingencies for changes to timelines, budget needs, etc. 5. Feasibility 21
  • 22. • Excel-based budgeting calculator with printable one-page budget summary • Provides guidance & suggestions for important considerations – Addressing barriers to involvement – Ensuring supports are accounted for 5. Resource – Budgeting Tool https://umanitoba.ca/centre-for-healthcare- innovation/sites/centre-for-healthcare- innovation/files/2023-06/2020-01-29-chi-pe- budget-tool-v2-8-3.xlsx 22
  • 23. • Engages patients as partners; • Focuses on patient-identified priorities; • Improves patient outcomes; • Conducted by multidisciplinary teams in partnership with relevant stakeholders; AND • Aims to apply knowledge generated to improve healthcare systems and practices 6. Alignment with POR Principles https://cihr-irsc.gc.ca/e/41204.html 23
  • 24. • Clearly describe how the research topic/question(s)/priorities were (or will be) chosen and by whom • Explicitly link to local priorities identified by: – Patient/public partners, communities and/or affected populations – Local organizations (CancerCare, AFM, Nine Circles, Mount Carmel, Klinic, SERC, etc.) – Manitoba’s health system – Shared Health Clinical Preventative Services Plan 6. Addresses Local Priorities 24
  • 26. • Write in lay language (aim for grade 6 reading level) as patient & public partners will be on review team • Avoid medical jargon and acronyms • Make sure you address all sections of the application form • Limit to 6 pages (not including references and optional letters of support) Preparing Your Application 26
  • 27. Sections: 1. Lay Summary 2. Project Information 3. Engagement Activities 4. Patient and Public Partners 5. The Research Team 6. Impact of Engagement 7. Funding Award Budget 8. Optional: Letters of Support The Application Form 27
  • 28. • Ensure your summary addresses the following aspects: – Describe how the PREPPP award will aid in achieving the engagement goals of your project. – How you will engage people with lived/living experience and specify how their involvement will influence decisions related to your project. – What you hope to achieve through engaging individuals with lived/living experience. * Should your application be successful, this summary may be utilized for promotional purposes. 1. Lay Summary (150-word) 28
  • 29. • Brief, lay language description of overall research area/topic and its relevance to partners • How research design and grant development decision(s) will be made • Specific goal(s) or outcome(s) of involving partners • Funding opportunities (or agencies) the team plans to apply to in order to fund the research 2. Project Information 29
  • 30. • Clear and detailed description of planned engagement – Goals/objectives for each activity – Frequency, duration and number of partners and meetings – Methods for safety and diversity – Supports and/or facilitation services – Opportunities for ongoing engagement 3. Engagement Activities 30
  • 31. • Who you hope/plan to engage with • How people involved are partners, rather than participants (though they may be both) • Planned or completed assessment of external readiness to engage (context of potential partners, caregivers, communities, and/or organizations) • Recruitment strategy and how barriers to involvement will be assessed and addressed 4. Patient and Public Partners 31
  • 32. • Very brief overview of team members and their roles in engagement • Completed or planned internal assessment of readiness to engage • Barriers and facilitators affecting team’s ability to be flexible and adaptable in decision-making about the research 5. The Research Team 32
  • 33. • Specific research decisions to be addressed through engagement • Level of decision-making power • Potential harms and benefits • How power imbalances will be discussed/addressed • Specific processes for ensuring partners’ perspectives, concerns and values are represented and valued in decision-making 6. Impact of Engagement 33
  • 34. • Summary of costs • Describe any additional support (funding or in- kind) that may facilitate engagement beyond the amount provided by the PREPPP Award • Emphasis on compensation and addressing barriers to engagement • Do not include costs not directly related to engagement (e.g., transcription, publication, conference fees for researchers) 7. Funding Award Budget 34
  • 35. • Not required, will have minimal impact on funding decisions • May describe pre-existing relationships or financial/in-kind supports 8. Optional – Letters of Support 35
  • 36. • Application form: https://umanitoba.ca/centre- for-healthcare-innovation/sites/centre-for- healthcare-innovation/files/2024-01/2024- PREPPP-funding-award-application.pdf • Resources: https://umanitoba.ca/centre-for- healthcare-innovation/tools-and- resources#patient-engagement • KnowledgeNudge PE Blog Series: http://bit.ly/PE101Blog Relevant PE Resources 36
  • 37. • Shimmin et al. 2017: – Trauma-Informed Intersectional Analysis & Critical Reflexive Questions for teams – http://bit.ly/PEinHealthRes • Roche et al. 2020: – The Valuing All Voices Framework for Meaningful Patient & Public Engagement – http://bit.ly/Valuing-All-Voices Relevant Articles 37
  • 38. • Funding for 18 months • Free one-hour consult with CHI’s PE team • Additional fee-based services available • Participate in CHI’s Patient & Public Engagement Lunchtime Learning Series • Complete a final report about engagement Successful Applicants 38
  • 39. • Engagement in a systematic review on ER wait times (Dr. Maya Jeyaraman) • Community engagement about sugar- sweetened beverage tax (Dr. Natalie Riediger) • Engagement around outcomes of thoracic surgery (Dr. Sadeesh Srinathan) • Family engagement workshop about chronic pain in youth (Drs. Kristy Wittmeier & Kirsten Gerhold) Previous PREPPP Award Winners 39
  • 40. • Engaging in scoping review design (Dr. Anna Chudyk) • Engaging in clinical trials design (Dr. Dylan MacKay) • Blog series – engaging youth & caregivers around type 2 diabetes (Leanne Dunne) – Caregiver perspective – Youth perspective – Researcher perspective Previous PREPPP Award Winners 40