Training and learning

We asked people to tell us about ‘factors which made it easier to get involved‘. One of the most important was training for the role. Walking into a room full of research experts – who, as Hazel noted, may all know each other – can be intimidating. Andrew said professions can seem like ‘conspiracies against the laity’, and that their use of jargon tends to exclude others. Roger A said his first experience of neurology was like ‘mystical sciencealchemy.’ Others pointed out this applies not just to medical research but also other types of health research.

Training and learning opportunities may go some way to correct this ‘power imbalance’, as Kath put it. She also stressed the importance of researchers accurately costing in training when they are applying for funding. This may be funding people to go on formal training courses, as well as informal support and guidance. The type of training which will be most useful depends partly on the type of involvement, but people we talked to identified some general things it can be useful to have explained. These included jargon, acronyms and abbreviations; different research methods and science awareness; the medical research process and terminology; research ethics and good clinical practice; how to review documents; how to contribute effectively in meetings. Advice on how to prepare emotionally can also help. Kath said, ‘Some of these research projects have occasionally stuck sharp sticks into those wounds and, and it has been very upsetting sometimes. But that’s fine, that’s part of what I’m doing and I need to be able to deal with that.’

Roger A has had some training through a research network. The biggest difficulty is dealing with jargon.

Age at interview 65

Gender Male

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People need to be trained because research is a specialist area.

Age at interview 64

Gender Female

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Maggie went on a course in the US on cancer research and is now running a similar course in the UK. Learning from scientists has been amazing.

Age at interview 71

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Derek runs training. People don’t need to know all the technical detail, but they need advice on how to do specific tasks, ask the right questions, and cope emotionally.

Age at interview 62

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The question of whether to share personal experience and feelings in meetings was a point of disagreement. Some felt it was completely appropriate and was part of helping researchers see things through the patient’s eyes, and sometimes they just couldn’t help it. Others felt it was important to learn how to ‘leave the emotion associated with your own child’s situation or your own condition outside the room’, as Catherine put it. Margaret’s group had had a training evening about when it was appropriate to share your own story, and decided it shouldn’t be every time because researchers ‘would have switched off because they would have heard it before.’ Roger B chairs meetings and agreed it wasn’t helpful for people to tell their story every time, but ‘you’ve got to allow them to tell their story at least once.

Roger B said the chair has a crucial role in ensuring peoples voices are heard, so it’s important that they’re trained to help people find the right time to tell their story.

Age at interview 67

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Part of Catherines early training for involvement was about learning to take a wider view beyond your own experience.

Age at interview 51

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Jennifer has sometimes cried in meetings about her mum’s experience, but in a way that has helped researchers understand the impact of dementia.

Age at interview 58

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Although the amount and variety of training available to support involvement is much better than it used to be, some people had bad experiences of not being offered training, and in some cases the opportunities offered had not been very good quality.

Marney went on a training course bringing lay people and researchers together but it was not very helpful.

Age at interview 53

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Hazel is annoyed by so-called conferences where you are lectured at and don’t get a chance to learn through discussion.

Age at interview 67

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There is a dilemma around how much training is needed to contribute effectively. It sometimes felt to people as if they couldn’t win; either researchers said they couldn’t be involved because they didn’t know enough about research (which David Z said was ‘an easy excuse’) – or they couldn’t be involved because they knew too much about research and were therefore no longer able to bring a really lay perspective. Dave G felt the idea that he was a ‘professional patient’ was ‘an insult’. (See also ‘Long term involvement and expertise’) and thought more structured training with national standards was needed.

Dave G strongly feels training is essential. He disagrees that being well trained means you become too professional.

Age at interview 67

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Although formal training can be really helpful (and enjoyable), what’s needed will depend on the individual and what they are being asked to do. People pointed out that there are some things you can’t teach, and some you can only learn through experience. Sometimes, as Richard suggested, it’s only after doing it for a while that you can work out what else you need to know.

Derek would like to see more online learning, but some things are best learnt by doing it, meeting people and asking questions.

Age at interview 62

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You don’t need training for everything, but Kath thinks people should be given clear information about what’s expected of them.

Age at interview 55

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Initial training is useful, but Richard thinks it should be ongoing, so you can work out what you need after some basic experience.

Age at interview 54

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On the other hand, Hazel was still finding it difficult to learn ‘on the job’ because asking questions in meetings can be hard. Andrew suggested that more feedback from researchers about what difference you’d made could also be a good way of learning.

Lay people could design their own training. Andrew has always felt able to learn by asking questions, but would like more feedback about the value of his contribution.

Age at interview 64

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Learning by asking questions in meetings is not easy, especially if taking part by phone. Hazel feels meetings are often not chaired well.

Age at interview 67

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As people get more involved they may want different types of training. Richard would have found training in dealing with national committees useful; several people had gone on courses to learn how to chair meetings as lay people, and several suggested researchers could also benefit from this.

The suggestion that researchers also need training in involvement was common. Brin said that researchers need to ‘look at the needs of the person that you’re working with. Don’t necessarily think that they know what they can do or how they can help you. It’s the researcher’s job to use their skill to enable the patient to provide the researcher with the optimum involvement experience.’ On the other hand, Derek suggested researchers often don’t really know themselves what they want from involvement, and like Kath (above) suggested it was important to have a clear discussion at the outset about what was expected. Written role descriptions are increasingly recommended, and NHS INVOLVE provides templates people can adapt for local use. Joint training for lay people and researchers was also suggested as a useful approach.

Researchers don’t always know what they want from involvement, so it’s important for people to get this clear and ask for training.

Age at interview 62

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Neil missed the training when he first started but has now been on several courses. The best was a joint workshop with researchers.

Age at interview 65

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Researchers with little training or experience of involvement can be patronising in meetings. Younger researchers and social scientists seem more open to it.

Age at interview 69

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Margaret helps run joint training for lay people and researchers. It helps researchers see how people can help rather than hinder research.

Age at interview 63

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Several people talked about the need to take responsibility for some personal learning – to ‘do your homework’ and ‘be prepared to read around your research subject’ as Charles and Dave G put it. Francesco noted that researchers may want to work with people ‘who can hit the ground running’ but that this may make it difficult to involve a wider group of people. Kath and others suggested that rather than training people to meet researchers on their terms, researchers could be more creative about changing their own way of working. She had herself developed training for local people.

Kath has developed training for people who haven’t been to university like her. Researchers need to be more inventive about how to involve people.

Age at interview 55

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Using the skills of people who already had experience of involvement to support others was widely welcomed. This might be through user-led training, but also through more informal support networks and mentoring, both face-to-face and through social media such as Twitter, Facebook and LinkedIn. Several people also recommended the support available through INVOLVE, though some felt it could do more as an organisation to encourage networking.

Working on your own can be isolating, so Helen really enjoyed meeting others involved in a range of projects at a training event.

Age at interview 41

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Andrew has always felt accepted by professionals, but it’s essential to have more than one person on a committee. They will leave if they feel isolated and threatened.

Age at interview 64

Gender Male

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Opportunities for lay people to give each other support are really important, but it needs funding and organising. Social media may help.

Age at interview 44

Gender Female

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Researchers have their own support networks already but users don’t. A buddy’ system can help prepare people for meetings.

Age at interview 55

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As well as support from other lay people, paid patient and public involvement co-ordinators were also a valuable source of support for many – though Jennifer felt ‘really disheartened’ when her local involvement manager seemed to feel she was getting involved in a project without her permission and took the project away from her. But Dave X thought the personal mentoring provided by his local involvement coordinator was excellent and described her as ‘an absolute mine of information.’

See also ‘Difficulties and barriers to involvement‘, ‘Factors which make it easier to get involved‘ and ‘Long term involvement and expertise‘.

Our section on experiences of clinical trials provides information on what’s involved in the clinical trial process and the meaning of commonly used terms such as ‘randomisation’, ‘blinding’, ‘placebos’ and ‘controls’. This may be useful for people just starting to get involved.

Last reviewed July 2017.

Skills and background for involvement

People who get involved in health research can come from all sorts of backgrounds and bring various skills and experience. Although they are often motivated...