Person-Centered Engagement at the Organizational Level Change Package
Center for Consumer Engagement in Health Innovation Health Care Transformation Task Force
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Developing Standard Tools and Resources

Developing standard tools and resources can help facilitate the spread of engagement strategies and provide uniformity across departments, service lines or sites. Examples of tools and resources include training materials to orient staff as well as new patient and family advisors to the goals and purpose of the engagement effort, standard templates for participant outreach and onboarding, tips for effective meeting management, guidelines for participant supports and recognition programs and guidance on evaluation strategies.

Key steps for tool and resource development

Self-Assessment Questions

On a scale of 1 to 5 (with 1 indicating “strongly disagree” and 5 indicating “strongly agree”), rate your organization’s performance on the following questions:

  • My organization has engaged patients and staff experienced in engagement efforts to create a playbook for others trying to replicate our work.
  • We have tracked and cataloged the resources our engagement groups have developed and the outside resources we have used to support our engagement efforts.
  • We have a clear idea of the gaps in our existing resources and have a plan for developing new resources as needed.


The views expressed here do not necessarily reflect the views of the Foundation.

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