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Patient Engagement Planning Checklist: Planning Component Key Questions To Consider

The document provides a checklist for planning patient engagement activities. It includes key questions to consider in clarifying aims and objectives, determining which patients to involve, assessing organizational capacity, focusing the engagement, determining necessary resources and tools, planning evaluation, implementing, evaluating outcomes, and ensuring sustainability. The checklist addresses strategic and practical considerations for successfully involving patients at different levels of participation.

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44 views2 pages

Patient Engagement Planning Checklist: Planning Component Key Questions To Consider

The document provides a checklist for planning patient engagement activities. It includes key questions to consider in clarifying aims and objectives, determining which patients to involve, assessing organizational capacity, focusing the engagement, determining necessary resources and tools, planning evaluation, implementing, evaluating outcomes, and ensuring sustainability. The checklist addresses strategic and practical considerations for successfully involving patients at different levels of participation.

Uploaded by

v_rat
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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All Aboard for Patient Engagement

A Resource Kit for Patients, Providers and Leaders

Patient Engagement Planning Checklist1


Planning Component Key Questions to Consider
Clarify Aims and Objectives  Have patients been involved in identifying needs and priorities?
 What is the purpose of the activity?
Is it to:
o Improve service delivery?
o Evaluate a service?
o Design a service?
o Obtain broad consumer feedback?
o Assess needs?
o Improve health outcomes?
Strategic considerations:
 Why now?
 What has occurred previously?
 What are the constraints?
 Who is involved now and who isn’t?
 What are the risks/benefits?
 Is it sustainable? How?
 Who will be responsible for sustainability?
 Linkages with other activities/processes?
 Is it measurable?
Which Patients Should be  Who are the patients?
Involved?  Which patients or patient groups should be involved?
 Do specific population groups need to be targeted?
 What are the links with other Alberta Health Services activities?
 Do specific groups need to be targeted? How?
 What about family members?
 Are there legal/ethical issues to be considered? i.e., privacy, consent
 How will patients be recruited?
 What are the needs of patients in order to participate?
What is our Capacity?  What is the level of understanding of and commitment to patient
engagement in our organization? Our team?
 Who are the champions?
 What is the level of management support?
 Who has the expertise to implement it?
 What do you need to do build commitment?
 What are the organizational priorities at this time?
 How can you address the “yes, buts” by staff?

1 Adapted from: Community Engagement Handbook - for Queensland Health District Health Council members. Health
Issues Centre. [Online] October 2002. [Cited: July 23, 2011.]
http://www.healthissuescentre.org.au/documents/items/2008/08/226654-upload-00001.pdf
All Aboard for Patient Engagement
A Resource Kit for Patients, Providers and Leaders

Planning Component Key Questions to Consider


What is our Focus?  What level/levels of participation? (refer to the model above)
 What links between patient engagement and the staff are needed?
 How can the activity be linked with strategic planning for the
organization?
 What governance structure will work best? i.e., steering committees,
reference groups
 What is the marketing and communication plan?
What Resources do we  What human and financial resources do we need?
Need?  Do we need expertise from other parts of the organization?
 Where can we access resources?
 What are the time constraints?
What Tools and Methods  What strategies and methods are available?
will we Select?  Which strategies are appropriate for what we want to achieve?
 Will patients be involved in selecting and implementing strategies?
 What skills do we have?
 What training do we need?
 What is appropriate given the time/resources available?
Planning to Evaluate  What do we want to know?
 How will we measure the outcomes?
 How will we reflect on what we do?
 How will the activities be documented?
 Who will conduct the evaluation?
 What resources are available for evaluation?
 How will the evaluation be fed back and disseminated?
Implementation  Are we on time, within budget, and in accordance with the project plan?
 Are milestones being reviewed and adjusted to achieve project
objectives?
 What lessons are being learned?
Evaluation: What did we  Did we achieve our objectives?
Achieve?  What did we learn?
 How do we document what we have learned?
 Who do we need to inform and how?
 Who do we need to provide feedback to?
Sustainability  What changes need to be made?
 How will change be embedded in the system?
 Who needs to be involved in the change?
 Who will implement the change?
 How will the change be managed?
 How will the change be monitored and reviewed?

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