Practical advice for involvement

NIHR INVOLVE provides a series of briefings for researchers with practical advice and help, as do many local Research Design Services. INVOLVE has distilled the following key practical messages:

  • involve people as early as possible
  • be clear with the people you want to involve
  • be accessible
  • resource public involvement in research
  • offer training and support
  • clarify organisational responsibilities
  • document and record public involvement in your research

Researchers we talked to offered a wealth of practical advice from their experience, which features in many of the topics on this site (for example ‘Finding people to involve in research‘; ‘Payment, expenses and funding issues in patient and public involvement‘; ‘Training needs for involvement‘; ‘Learning from experience of involving patients and public‘; ‘Organisational support and leadership for patient and public involvement‘; ‘Measuring the impact of involvement‘; and ‘Messages to researchers/colleagues about patient and public involvement‘). Below we draw together a few overarching comments.

One area that researchers felt was important was being flexible about where and how to involve people, and not being bound by traditional committee structures. People who would like to get involved may not find it easy to travel or to access university buildings, perhaps because of their own health issues, or caring responsibilities, or financial difficulties. They may also find the university environment an intimidating space. Although face to face meetings might be preferable in many ways, Suzanne pointed out that some people may prefer to contribute by Skype or Facebook (for example people with cystic fibrosis, worried about exposure to infection). Alternatively meeting people at home or in existing community settings might be an option. Where possible, some researchers recommended booking and paying for travel tickets and accommodation for people in advance, or reimbursing people in cash.

Pam says it’s the researchers and institutions who are hard to reach, not the people. Practical things such as a crèche and a flexible approach to paying expenses can help.

Age at interview 54

Gender Female

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We need to think of alternatives to traditional committee structures to enable more people to get involved. Suzanne suggests social media can help.

Age at interview 40

Gender Female

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If possible, Andy prefers to reimburse expenses in cash on the day, but it took some negotiation with the university’s finance team. Thank you’ payments are a different system.

Age at interview 49

Gender Male

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As well as thinking about the venue for meetings and access, a common theme was getting the atmosphere right on the day. Good catering was one important aspect of this, both in terms of thinking carefully about dietary needs and preferences, but also creating a welcoming and hospitable environment, to foster the building of relationships. Having people on site may involve other practical issues such as safeguarding (with children and young people) as Hayley described, and there was enthusiasm for having a dedicated involvement coordinator post to help run things smoothly. Felix also stressed the importance of building plenty of time into grant proposals, not just so the researchers have time to plan involvement but also to allow time for people to read documents in advance, and time to explain and communicate. Working to build long term relationships might extend to organising explicitly social events.

Hayley’s work as a PPI coordinator includes both expert facilitation and practical issues such as health and safety and dietary requirements. Her background as a youth workers helps.

Age at interview 30

Gender Female

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Informal, face to face relationships are important, and Felix always brings cake to meetings. It is vital to build in enough time, both for researchers and the people involved.

Age at interview 36

Gender Male

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Chris never had any training in involvement but his advice is to treat people as you would like to be treated – with courtesy, hospitality and a friendly welcome.

Age at interview 48

Gender Male

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Once a year Valerie’s research unit organises a family fun day out for families involved in their research.

Age at interview 39

Gender Female

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The importance of skilled and sensitive chairing was frequently mentioned, and ensuring people are prepared and supported to take part if formal meetings are the main vehicle for involvement. One of Catherine’s tips was to have name cards in front of all participants at every meeting, and she was considering getting the chair to have a pre-meeting with PPI advisers.

Young people especially may need active help to understand how meetings work and how to contribute though adults can also benefit from this. Gail sees this as one of her main roles.

Age at interview 42

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Chairing and facilitation are key to good involvement. Pam recommends a training course in chairing, and bringing in others with good facilitation skills.

Age at interview 54

Gender Female

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Catherine would love to see more training in basic good PPI practice, but senior researchers who need it might not attend. Small acts by a good chair can make a big difference.

Age at interview 29

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Being clear with people about their expected role and ensuring they get feedback on how they have contributed were also common themes.

Practical things to consider include being clear what is expected of people, making sure they get feedback on their role, and encouraging a wider group of people to get involved.

Age at interview 40

Gender Female

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Giving positive and constructive feedback is important. Sometimes parents on the panel will moderate each other if the discussion is drifting off topic.

Age at interview 48

Gender Male

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Gail learnt from some early guidance about providing glossaries and giving people a job description, but it has been a steep learning curve and there is still more to learn.

Age at interview 42

Gender Female

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It’s important to be clear about the limits to involvement and to be realistic about what people can expect, so neither they nor researchers waste their time.

Age at interview 47

Gender Female

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The question of whether to use some form of contractual arrangement with people was discussed, and most researchers were cautious about it. Pam commented, ‘it can be an obstacle for members of the public that dont understand or might even be frightened by some of those very bureaucratic formal procedures.’ She was more concerned about cutting through bureaucracy and reducing barriers to involvement, which included making sure people were reimbursed promptly.

Alison wonders if a more contractual arrangement would be fairer and help ensure value for money but it could also exclude people.

Age at interview 47

Gender Female

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Pam describes how the Research Design Service has developed pre-grant funding support, helped reduce bureaucracy in payment systems and provided advice on benefits.

Age at interview 54

Gender Female

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People can get involved in all sorts of ways. Chris advocates a light dip in and out approach’ so people can choose flexibly what to do, rather than giving them a contract.

Age at interview 48

Gender Male

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The whole issue of building the evidence base for patient and public involvement is considered in ‘Measuring the impact of involvement‘. In practical terms, researchers advised trying to keep a record as they went of what had been done and what had happened as a result, and using this to help with regular feedback to the people who have been involved.

It’s important to keep a record at the time of what involvement activities have taken place and what happened afterwards.

Age at interview 52

Gender Male

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Hayley describes how young people and researchers assess the impact of involvement. Young people understand not every idea can be used but appreciate it if researchers are honest about this.

Age at interview 30

Gender Female

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In our study of the experiences of patients and the public who get involved in research, there are many more practical ideas and advice for improving involvement. See, for example:
Patient and public involvement, Factors which make it easier to get involved
Patient and public involvement, Difficulties and barriers to involvement.