These are tools you can download. Some tools have two versions:
- A version with extra instructions and examples
- A version ready to use
Planning for Engagement
Use these tools at the beginning of a research project to get to know team members and plan for engagement.
Accommodations Checklist
Use this tool to identify accommodations that will support team members to engage in research process as a member of the research team. This tool can be used at the beginning of a research project and returned to as people and the project change and grow.
Download:
Ready to Use Accommodations Checklist
Foundational Expectations
This tool aligns with the following PCORI Foundational Expectations for Partnerships in Research:
Adding the Project to a Resume
Use this tool to help someone describe the project and their role on the research team on their resume.
Download:
Ready to Use Adding a Project to Your Resume
Foundational Expectations
This tool aligns with the following PCORI Foundational Expectations for Partnerships in Research:
Agreements for Working Together
Use this template to help everyone understand their responsibilities as a member of the research team.
Download:
Ready to Use Agreements for Working Together
Agreements for Working Together Instructions
Foundational Expectations
This tool aligns with the following PCORI Foundational Expectations for Partnerships in Research:
Authorship Agreement Template: Who Should be an Author?
Use this template to help talk about responsibilities related to being an author for a project. This template should be used at the beginning of a project
Download:
Ready to Use Authorship Agreement Template
Authorship Agreement Template Instructions
Foundational Expectations
This tool aligns with the following PCORI Foundational Expectations for Partnerships in Research:
Communication Planning
Use this tool for team members to indicate how they prefer to communicate and learn. Teams can choose to use this tool as a worksheet or card sort.
- Communication Planning Worksheet (Word doc)
- Communication Planning Card sort (PowerPoint)
- Team members can sort the cards using the PowerPoint file. Or, print out the file and cut out the cards for team members to physically sort the cards.
Download:
Ready to Use Communication Planning Worksheet (Word doc)
Ready to Use Communication Planning Card Sort (PowerPoint)
Foundational Expectations
This tool aligns with the following PCORI Foundational Expectations for Partnerships in Research:
Ending a Project
Use this tool to make plans for how you will stay in touch when the project ends.
Download:
Foundational Expectations
This tool aligns with the following PCORI Foundational Expectations for Partnerships in Research:
Meeting Planning Tips
Review these tips to design accessible meetings. Teams can talk about which of these tips will be most helpful for their members and their work.
Download:
Ready to Use Meeting Planning Tips
Foundational Expectations
This tool aligns with the following PCORI Foundational Expectations for Partnerships in Research:
Organizing Research Projects
Use this worksheet to help team members have a quick visual reference to keep track of their project(s), including their schedule for each project.
Download:
Ready to Use Organizing Research Projects
Organizing Research Projects Instructions
Foundational Expectations
This tool aligns with the following PCORI Foundational Expectations for Partnerships in Research:
Travel Accommodations Tip Sheet: Things to Think About for Research Travel
Use this tool to identify accommodations that might help team members when they travel for research. This could include conferences, meetings, or data collection.
Download:
Ready to Use Travel Accommodations Tip Sheet
Foundational Expectations
This tool aligns with the following PCORI Foundational Expectations for Partnerships in Research:
Writing a proposal for funding
Use these tools to work with your team while you are working on a proposal for research funding.
Budgeting for Engagement Tipsheet
Use this tool to plan ahead for engaging community research partners. This tool can help you think through what you might need and how much it will cost to support community research partners to be part of your team. After you use the tool to brainstorm what you might need, you can use the excel spreadsheet to help you calculate costs.
Download:
Ready to Use Budgeting for Engagement Tipsheet
Ready to Use Budgeting for Engagement Excel Spreadsheet
Foundational Expectations
This tool aligns with the following PCORI Foundational Expectations for Partnerships in Research:
Letter of Support Template
Use this template to support community research partners to write a letter of support.
Download:
Ready to Use Letter of Support Template
Foundational Expectations
This tool aligns with the following PCORI Foundational Expectations for Partnerships in Research:
Community Research Partner Recruiting: Thinking about who should work on our team
Use this tool to discuss who should be on the research team. This includes what types of characteristics people on the research team should have.
Download:
Ready to Use Partner recruitment planning
Partner recruitment planning Instructions
Foundational Expectations
This tool aligns with the following PCORI Foundational Expectations for Partnerships in Research:
PCORI Biosketch Instructions: How to Fill out the PCORI Biosketch
Use these instructions to support community research partners to develop a biosketch, using PCORI’s format. Use the template with individuals to fill out a PCORI Biosketch. You can also use the PowerPoint presentation to help guide your team to fill out the PCORI Biosketch.
Download:
PCORI Biosketch Instructions (PowerPoint)
Foundational Expectations
This tool aligns with the following PCORI Foundational Expectations for Partnerships in Research:
Designing research studies
Use these tools to make decisions about how you will do your research study.
Developing a Research Question: Choosing a Research Topic—What Do We Want to Learn About?
Use this tool to develop or refine a research question.
Download:
Ready to Use Developing a Research Question
Foundational Expectations
This tool aligns with the following PCORI Foundational Expectations for Partnerships in Research:
Evaluating Interventions to Study
Use this PowerPoint presentation to facilitate a conversation about existing interventions to study or adapt. This includes evaluating evidence for the interventions, fit for the research question, and acceptability. The worksheet can be used to summarize the group conversation.
Download:
Ready to Use Evaluating Interventions to Study PowerPoint
Evaluating Interventions to Study PowerPoint Instructions
Ready to Use Evaluating Interventions to Study Feedback Template (Word doc)
Evaluating Interventions to Study Feedback Template Instructions (Word doc)
Foundational Expectations
This tool aligns with the following PCORI Foundational Expectations for Partnerships in Research:
Evaluating Outcome Measures
Use the PowerPoint presentation to facilitate a conversation evaluating measures to use in your study. This includes evaluating evidence for the measures, fit for the research question, and accessibility. The worksheet can be used to summarize the group conversation.
Download:
Ready to Use Evaluating Outcome Measures (PowerPoint)
Evaluating Outcome Measures Instructions (PowerPoint)
Ready to Use Evaluating Outcome Measures Feedback Template (Word Doc)
Evaluating Outcome Measures Word Doc Feedback Template Instructions (Word Doc)
Foundational Expectations
This tool aligns with the following PCORI Foundational Expectations for Partnerships in Research:
Deciding who should participate in the research study (eligibility criteria)
Use this tool to talk about and decide who should be eligible for the research study.
Download:
Ready to Use Research Participant Eligibility Criteria
Research Participant Eligibility Criteria Instructions
Foundational Expectations
This tool aligns with the following PCORI Foundational Expectations for Partnerships in Research:
