First Steps to Engaging


Who Should I Be Engaging?

These are four considerations when you are identifying patient/public partners.

Ask yourself:

  1. “Who is affected differently by this health issue?”  Consider things like: gender expression, race, socioeconomic status, ethnicity, Indigeneity, culture, ability, sexual orientation, gender identity, immigrant status, age, religion, location, etc.
  2.  “Who has different access to health care services associated with this health issue?” Think about geographical barriers (i.e. urban/rural) and systemic barriers (i.e. colonialism, racism, sexism, homophobia, ableism, classism, etc.).
  3. “Where are patients at with their health issue?” People who have recently developed a health condition will likely have a very different perspective than someone who has had it for years. Engagement may be more appropriate or feasible at different times depending on the condition.
  4. “How can I ensure a diversity of perspectives are involved in my research project?” The best way to determine what participatory approaches will be the most inclusive is to talk with communities and ask how they would prefer to be engaged.

5 Key Reminders about Engagement

  1. The Earlier the Better – Start engagement at the earliest possible stage of research.
  2. Be Accessible – It takes time and effort to build these relationships.
  3. Choose an Inclusive Participatory Approach – The appropriate method depends on the research and the people you are working with. Remember to ask your patient/public partners how they prefer to be engaged.
  4. Safety First – Have a discussion about safety and safe spaces with your team and patient partners. What does safety mean to everyone, what does it look like and what does it feel like?
  5. Ensure People Feel Supported – Ask how you can help meet partners' needs, and provide them with necessary resources.