1 of 17

Principles of Engagement

Reciprocal Relationships-roles and decision making authority of all partners are defined collaboratively and clearly stated.

Co-Learning-stakeholder partners are not turned into researchers are helped to understand the process. In turn the researchers will learn about patient centeredness, engagement and incorporate partners into the research process.

Partnerships-Time and contributions of stakeholder partners are valued and demonstrated in fair financial compensation, reasonable and thoughtful requests of time. The team is also committed to diversity, cultural competency and include accommodations for the needs of the stakeholder community when appropriate.

Transparency-major decisions are made inclusively and information is shared readily with all research partners.

Honesty and Trust -All partners are committed to open and honest communication with one another.

Adapted from the Patient Centered Outcomes Research Institute

for full text see: https://www.pcori.org/sites/default/files/Engagement-Rubric.pdf

2 of 17

3 of 17

4 of 17

Nothing

About

Me

Without

Me

5 of 17

If you want to go fast, go alone. If you want to go far, go together. -African Proverb

Partnering Rally Cry

6 of 17

EMPATHY

a feeling of being with another

EYE CONTACT

MUSCLES OF EXPRESSION

POSTURE

AFFECT

TONE OF VOICE

HEARING THE PERSON

YOUR RESPONSE

Let no one ever come to you without leaving better

Mother Teresa

7 of 17

Tips for Facilitators

  • Stay neutral but kind to all
  • Ask open ended questions to generate shared understanding.
  • Ask specific questions to eliminate assumptions and ensure accuracy.
  • Listen reflectively. Affirm what you hear, summarize, capture and share notes for accuracy and edits
  • Attend promptly to signs of disengagement. (do you know them?) Ongoing criticism, contempt, withdrawal or defensiveness may be a sign of unmet needs.
  • Assume nothing said is personal or intended to be harmful. (everyone is fighting a big battle!)
  • Remain calm during "storms" of conflict. Guide the team THROUGH conflict, don't avoid it.
  • Face confusion or concerns with compassion and confidence. (We've Got This!)
  • Believe in everyone's best intentions.
  • Believe in each members brilliance, intelligence, worthiness and right to influence outcomes.
  • Listen deeply to the desires of the group.
  • Empathize with suffering.
  • Motivate action. Relate thoughts and ideas to next steps.
  • Face down the tyranny of the urgent with composure.
  • People first, then project goals. Health and Safety preempt tasks and assignment.
  • Believe that crucial conversations are learning opportunities.
  • Challenges faced are life enhancing and transformative.

She who does the work, reaps the rewards

8 of 17

9 of 17

Cultural and Social Awareness

Look for the helpers. You will always find people who are helping.

Fred Rogers

10 of 17

Struggle can find no foothold when confronted with gentleness, because conflict can only exist when fed by two opposing forces.

Teamwork Makes the Dream Work

11 of 17

The 5Rs for Successful Teamwork

Coming together is a beginning

Staying together is progress

Working together is success

Henry Ford

Grownups know that little things matter … and that relationships are based on respect and reciprocity.

— Margaret Carlson, Time, 4 June 2001

Teamwork depends on a clear understanding of:

ROLES

RESPONSIBILITIES

REQUIREMENTS

RESOURCES

RESPECT

12 of 17

The 6Cs of Successful Partnerships

Communication

Confidentiality

Compensation

Conflict

Conversations

Credit

A different language is a different vision of life

Federico Fellini

13 of 17

Conversation is Food for the Soul

Proverb

14 of 17

The 7Ss of Successful Partnering

Success is no accident.

It is hard work, perseverance, learning, studying, sacrifice and MOST of all, LOVE of what you are doing.

-Pele

Showing Up

Staying Informed

Speaking Up

Sharing Wisdom

Seeking All Perspectives

Staying Steady

Sticking Together

Photo courtesy of Anne Marie Littenberg

15 of 17

O.A.R.S.

The Spirit of Motivational Interviewing

Insight, I believe, refers to the depth of understanding that comes by setting experiences, yours and mine, familiar and exotic, new and old, side by side, learning by letting them speak to one another. The human species thinks in metaphors and learns through stories.

Mary Catherine Bateson

OPEN ENDED QUESTIONS

AFFIRMING RESPONSE

REFLECTIVE LISTENING

SUMMARIZE UNDERSTANDING

16 of 17

The Appreciative Response Process

Lead In Talking Points

The goal of our session today will be to create an environment of bi-directional learning, collaboration, shared decision making, responsibility and accountability.

  • During this meeting/session we will be considering all points of view and opinions about (topic). (name of developer) is/has been/will be paying close attention to your lived experience and what you care about.
  • We all hold a stake in the outcomes of this (product) so today is a chance for everyone to influence the outcomes.
  • We all will influence the process by how we present our point of view.
  • Use I statements : (I appreciate, I need more clarity, I want to understand, I would like to suggest, I can imagine, I can envision, I can help...)
  • Remember: We will not be making any final decisions today.
  • We will collect all ideas and contributions and match them to the needs and strengths of the end users of the (product) under review.
  • There are 6 steps to this facilitated process- We may or may not get to all 6 steps today. No matter how much we accomplish it will be valuable to our developers.
  • Avoid cross talk, private side conversation or criticizing another’s point of view.
  • Brainstorming and problem solving comes in steps 5 and 6.
  • To ask for clarification please say, “Please say more about…” Or “Please clarify” or “Could you give an example?” or “Could you be more specific?”
  • The time will be carefully moderated so that all have a chance to be heard.
  • A spirit of co-learning and appreciation will be facilitated in order to keep our team respectful at all times.
  • Please do not enter into argument with anyone.
  • Please take notes to remember any thoughts occuring while another is speaking.
  • Please do not use the chat feature (if meeting is virtual) unless you have a tech or participation concern. If you prefer observing, and providing comments after the meeting, please let us know at the beginning of the meeting.
  • Optional: Decisions to make changes to the (product) under review will be made either as a group by consensus, nominal group voting or if necessary, the developer will be designated a leader to break a tie.

17 of 17

The Appreciative Response Process

(at a glance)

STEP Forward towards collaboration

PURPOSE OF STEP

FACILITATION TALKING POINTS

1. Identify SPECIFIC STRENGTHS AND VALUE

To establish shared values that match the needs of developers and future users

Please be as specific as possible about what you like, what is of value to you and what you consider a strength.

2. Identify GENERAL AREAS OF CONFUSION

To clarify misunderstandings and contribute to improved understanding for future users

Please ask the developer to say more about or to clarify a general area that you don’t understand or find confusing

3. Identify SPECIFIC CONCERNS

To locate “red flags” that might help prevent the opposite of what is intended from occurring to future users.

Please be as specific about your concern(s) as possible.

4.Identify Possible MISSING ELEMENTS

An opportunities to innovate improved outcomes for the end users and others stakeholders

Please tell us what would be ideal if it were added or included.

5. Identify SPECIFIC SUGGESTIONS

To consider all possibilities to support successful outcomes. To welcome the spirit of brainstorming and problem solving..

Please share your ideas or your wisdom about how it could be improved.

6. Brainstorm IMPLEMENTATION of Improvements

To help consider facilitators and remove any barriers to making any suggested improvements the group contributes.

Please help us figure out how to make a suggestion become a reality.