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Clinical and Translational
 Science Institute / CTSI
 at the University of California, San Francisco




Stakeholder Engagement
Identifying the Right Stakeholders

Mike 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
UCSF CER - Identifying the Right Stakeholders (Symposium 2013)

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UCSF CER - Identifying the Right Stakeholders (Symposium 2013)

  • 1. Clinical and Translational Science Institute / CTSI at the University of California, San Francisco Stakeholder Engagement Identifying the Right Stakeholders Mike Potter, MD
  • 2.
  • 3. 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?
  • 4. 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?
  • 5. 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?
  • 6. 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