1. Building A Team: Patient/Stakeholder –
Researcher Matching
Sue Sheridan, MIM, MBA
Director, Patient Engagement
March 10, 2013

2. Methodology Standards Associated with
Patient-Centeredness
PC-1 Engage people representing the population of
interest and other relevant stakeholders in ways that are
appropriate and necessary in a given research context.
Stakeholders can be engaged in the processes of:
 Formulating research questions;
 Defining essential characteristics of study participants, comparators, and
outcomes;
 Identifying and selecting outcomes that the population of interest notices
and cares about (e.g., survival, function, symptoms, health-related quality
of life) and that inform decision making relevant to the research topic;
 Monitoring study conduct and progress; and
 Designing/suggesting plans for dissemination and implementation
activities.
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3. Video Clip: Ming Tai Seale
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4. Review Criterion 7: Team and Environment
(Current)
 Are the investigators appropriately trained and experienced to carry out
The 8 Merit Review Criteria: the planned studies?
1. Impact of the Condition  Is the work proposed appropriate to the experience level of the principal
investigator?
2. Innovation/Potential for
 Does the study team have complementary and integrated expertise?
Improvement
 Is their leadership approach, governance, and organizational structure
3. Impact on Healthcare appropriate for the project?
Performance
4. Patient-Centeredness
 Are relevant patients and other key
stakeholders of the study information
5. Rigorous Research Methods
appropriately involved in the design and
6. Inclusiveness of Different implementation of the study?
Populations
 Do the experiments proposed take advantage of unique features of the
7. Team and Environment scientific environment or employ useful collaborative arrangements?
8. Efficient Use of Resources  Is there evidence of institutional or other support?
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5. Video Clip: David Thorn
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6. Challenge Background
PCORI is committed to meaningful
patient, caregiver and stakeholder engagement as
a tool for rigorous research.
PCORI funding announcements require patients be
fully engaged throughout research process.
Engagement is among the criteria PCORI uses to
score applications.
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7. The Challenge
Develop a “matching” system that can connect
researchers and potential patient partners.
Solution could be:
 A well-articulated conceptual model.
 An adaptation of existing matching protocol.
 A prototype or an entirely new web-based service or app.
 Some combination of these approaches, or something
else entirely.
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8. The Challenge
Two first-place awards:
 Conceptual model -- $10,000
 Prototype of app -- $40,000
Winners’ work may be considered for additional
PCORI support, depending on outcome of the
review process.
Submission materials: slide deck (5 slides),
overview doc (5 pgs), video demo (5 min), link to
working app (optional)
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9. Evaluation Criteria
Technical feasibility, usability and scalability of the
proposed conceptual model/prototype.
Differences in ways patients, caregivers and
researchers understand, describe and seek
answers to problems or issues they face.
Maximizing “patient-centeredness” & scientific
rigor.
Particular challenges of serving "hard-to-reach"
audiences: ethnic & racial minorities, rural
pops, the elderly, physically challenged and non-
English speakers.
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10. Timeline
Submission period began: December 14, 2012
Submission period ends: April 15, 2013
Winners notified: May 15, 2013
Winners announced: at a major national health
conference in the spring of 2013
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11. Video Clip: Dr. Vinod Bhutani/Kris Schulze
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12. Engagement Awards:
From Partnerships to Proposals
Sue Sheridan, MIM, MBA

13. Concept origin
Proposed by participants at
October 2012 Transforming
Patient-Centered Research
patient engagement
workshop
Workshop participants identified that few resources have been directed
to non – research entities for community development, capacity
building, or for infrastructure development for engagement in research
as partners
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14. Purpose
Expedite building “community”
Strengthen reciprocal relationships between researchers and non-
research communities
Support capacity building, co- learning, creating research questions and
the development of a sustainable infrastructure to facilitate “research
done differently”
Accelerate proposal submission (or re-submission) to PCORI or other
PCOR related research institutes
Fast track implementation
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15. Design
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