Engagement Planning Guide - British Columbia · PDF file families, caregivers, managers,...

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Transcript of Engagement Planning Guide - British Columbia · PDF file families, caregivers, managers,...

  • Ministry of Health Patients as Partners Initiative

    Patient, Family, Caregiver and Public Engagement Planning Guide

    2018

    Engagement Guide

  • 2

    Acknowledgements

    The British Columbia Ministry of Health’s Patients as Partners Initiative would like to acknowledge

    the many people who have provided us with input and ideas for our engagement resources. We

    would like to offer a huge thank you to every person and organization who have been part of our

    collective work on engagement including: patients, families, caregivers, public engagement

    experts, health-care providers, health-care administrative staff, university staff and researchers,

    non-governmental partners and others. We value each one of your contributions and we look

    forward to continuing working with you on person- and family-centred care.

  • 3

    Contents Acknowledgements ............................................................................................................................................... 2

    Background ........................................................................................................................................................... 5

    The Patient, Family, Caregiver and Public Engagement Framework ................................................................ 5

    Principles of Engagement ................................................................................................................................. 6

    Engagement Planning Guide ............................................................................................................................. 6

    Before you begin….. .............................................................................................................................................. 6

    Considerations for Engaging with Indigenous Populations .............................................................................. 8

    A Word about Decision-Making ...................................................................................................................... 11

    Engagement Planning Guide – Overview ............................................................................................................ 12

    Planning your Engagement ................................................................................................................................. 14

    Step 1 - Ensure commitment from key sponsor(s) and decision-maker(s)................................................. 14

    1.1 - ENGAGEMENT PLANNING TEAM .................................................................................................... 14

    1.2 – PROJECT OVERVIEW ....................................................................................................................... 15

    Step 2 – Seek to understand external stakeholders’ perceptions .............................................................. 16

    2.1 - ENGAGEMENT NEEDS ANALYSIS ..................................................................................................... 16

    2.2 - STAKEHOLDER MAPPING ................................................................................................................ 17

    Step 3 – Select level of engagement ........................................................................................................... 20

    3.1 - ENGAGEMENT SPECTRUM .............................................................................................................. 20

    Step 4 – Identify decision-making processes and commitment to stakeholder(s) ..................................... 23

    4.1 - DECISION PROCESS MAPPING AND ENGAGEMENT OBJECTIVES .................................................... 23

    4.2 - ENGAGEMENT DESIGN.................................................................................................................... 26

    4.3 - COMMUNICATIONS PLANNING ...................................................................................................... 28

    Step 5 – Develop an implementation plan ................................................................................................. 30

    5.1 - PROJECT MANAGEMENT ................................................................................................................ 30

    5.2 – MEASUREMENT AND EVALUATION ............................................................................................... 31

    5.3 - REPORTING AND FOLLOW UP ......................................................................................................... 35

    Glossary ............................................................................................................................................................... 36

    Appendix A .......................................................................................................................................................... 39

    Engagement Planning Guide – Overview ........................................................................................................ 39

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  • 4

    1.1 - ENGAGEMENT PLANNING TEAM ............................................................................................................ 42

    Notes ............................................................................................................................................................... 42

    1.2 - PROJECT OVERVIEW ................................................................................................................................ 43

    2.1 - ENGAGEMENT NEEDS ANALYSIS ............................................................................................................. 44

    2.2 - STAKEHOLDER MAPPING ........................................................................................................................ 45

    3.1 - ENGAGEMENT SPECTRUM ................................................................................................................ 47

    Notes ............................