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Speaking Notes: Community
                             Driven Planning, Priority Setting
                                            and Governance



Ontario Hospital Association Conference
Community Engagement in a LHINs Environment
June 26, 2006



Bob Gardner, PhD
Director, Public Policy


                           © The Wellesley Institute         1
                          www.wellesleyinstitute.com
Starting Points

•   Community engagement is here to stay
     – it is mandated for the LHINs
     – the current Minister and government is very serious about it
     – community engagement is going to be a critical success factor in all
       facets of health care reform
•   What community engagement really means and how to ensure it
    really works are going to be crucial challenges of the coming years




                                © The Wellesley Institute                     2
                               www.wellesleyinstitute.com
Building on a Good Start

•   The LHINs have made a good start in community engagement
•   The challenge is how to build on this start:
     – how to sustain community involvement and enthusiasm
     – how to ensure that the full diversity of community needs and
       perspectives is included
     – how to permanently embed community involvement in LHINs planning
       processes and work culture
•   The focus of this talk is on how this challenge can be met




                             © The Wellesley Institute                    3
                            www.wellesleyinstitute.com
Community Ownership

•   Which community? Who owns what?

•   Need to differentiate different organizations and components of
    ‘the community’ – who can have very different perspectives,
    priorities and needs

•   1. the dense web of agencies and groups that deliver services
    outside of institutional settings in neighborhoods and communities:
    –   each with specific organizational needs for funding and sustainability
    –   many of these agencies are self-organized into networks and
        partnerships
    –   these networks are a tremendous building block for the LHINs
    –   one element of the good start has been working with these existing
        networks and partnerships



                               © The Wellesley Institute                         4
                              www.wellesleyinstitute.com
Diverse and Complex
                                                                   Communities

•   2. community-based can mean more than simply where services
    are delivered – some service providers have particularly solid roots
    in specific communities:
    –   their origins may be in a particular ethno-cultural community or a
        community neglected by mainstream institutions
    –   they may have elected boards, local advisory committee and other
        ways of staying accountable to particular communities
    –   staying connected to their particular communities is a crucial part of
        their ethos
    –   they may use community-based research and other techniques to
        understand their communities better

•   3. advocacy groups – for particular conditions or communities;
    and

•   4. residents and consumers of health care services who live in
    particular neighborhoods and communities
                               © The Wellesley Institute                         5
                              www.wellesleyinstitute.com
Principles of Community
                                                              Engagement

•   The LHINs will be able to develop a responsive and effective
    community engagement strategy by:

     – building on, and working closely with, the large number of service
       networks and coordinating bodies that have been created over the
       years;
     – developing local and neighbourhood planning committees that can
       understand local needs and feed these priorities up into LHIN planning
       in a systematic way;
     – using a wide range of flexible and innovative forums and processes to
       tap into the full diversity of community needs, views and perspectives;




                                © The Wellesley Institute                        6
                               www.wellesleyinstitute.com
Principles of Community
                                                         Engagement II

– paying particular attention to engaging the most vulnerable and
  marginalized populations whose voice is seldom heard
– providing the information and tools for communities and individuals to
  meaningfully participate in planning and priority setting;
    • and recognizing that there is a cost to under-funded community agencies in
      participating
– developing clear indicators for how successful community engagement
  will work in practice
    • which also means consulting with the community on what the goals and
      indicators should be in the first place




                            © The Wellesley Institute                              7
                           www.wellesleyinstitute.com
Two Examples

•    I will illustrate these principles of community engagement by
     discussing two crucial challenges:

    1.   how to ensure that the voices and interests of the most marginalized
         and vulnerable communities are included
    2.   how to ensure that the planning and priorities reflect the full diversity
         of communities

•    then I will come back to challenges in sustaining community
     engagement




                                © The Wellesley Institute                            8
                               www.wellesleyinstitute.com
Involving the Marginalized and
                                                             Excluded

•   The usual kinds of forums, surveys and meetings simply do not work for
    homeless, poor or many marginalized communities
•   One of the most effective ways to ensure their voices are heard will be
    working with front-line service providers who have built up trust and long-
    standing relationships with these populations:
     – Street Health – working with and for homeless people for 20 years
     – St Christopher's House and other multi-service neighbourhood agencies

•   Another is to use solidly grounded community-based research
     – one of them most innovative methods to enable marginalized communities to
       define their own needs has been inclusion research
     – Count Us In from the Ontario Women's Health Network, Ontario Prevention
       Clearing house and other partners involved homeless and under-housed women
       researching the health, service and other needs and barriers facing marginalized
       women http://www.owhn.on.ca/home.htm



                                  © The Wellesley Institute                           9
                                 www.wellesleyinstitute.com
Lead on Diversity

•   One of the crucial challenges in Toronto especially, but all across
    the province, is the incredible diversity of the population

•   This diversity must be reflected in all aspects of LHINs governance,
    planning and resource allocation:
     – not just as a simple matter of social justice and equity
     – but because planning will inevitably fail that does not reflect and include
       this diversity




                                 © The Wellesley Institute                      10
                                www.wellesleyinstitute.com
Diversity Into Practice

•   This means developing particular forms of engagement for particular
    communities
•   It also means thinking carefully about representativeness:
     – on LHIN boards, management and staff
     – and where these are not reflective of the diversity of their communities, then
       setting up advisory committees or other means to ensure involvement by all
       sectors of the community
     – representatives and accountability should be among the standards LHINs expect
       from all hospitals and agencies they fund
•   And it means ensuring that culturally competent care is one of the driving
    principles of health care delivery in every agency funded by the LHINs:
     – this means far more than having translation available wherever needed
     – communities have to define what competent and appropriate care means for
       them




                                  © The Wellesley Institute                        11
                                 www.wellesleyinstitute.com
Diversity Into Practice II

• Here again, the LHINs and all providers can build on
  existing resources and foundations
   – many hospitals have diversity coordinators or programmes, often
     under-funded and under-used
   – the Diversity Health Practitioners Network includes members
     who work in many hospitals,
   – a working group is currently developing diversity tools and
     resources that can be used throughout the system




                          © The Wellesley Institute               12
                         www.wellesleyinstitute.com
Building Community Engagement


•   I will finish by focusing on the next six months in the development
    of the LHINs’ working relationships with their communities

•   Action is needed on three key challenges:

      1.   learning from the first round of engagement
      2.   sharing and building on the lessons learned
      3.   sustaining community engagement for the long-term




                              © The Wellesley Institute               13
                             www.wellesleyinstitute.com
Assessing Early Community
                                                           Engagement

•   The first action needed is to involve community partners in evaluating the
    initial round of consultation and communication

     – in the Toronto Central LHIN, this would be the networks who took a lead in
       coordinating the action planning days, participants in those days and other
       stakeholders who were involved
     – the goal would be to look forward – what lessons can be learned for ongoing
       consultations and collaborations?

•   The means could be community conferences in each LHIN to:

     – report on the findings from the consultations and planning days – as a check-
       back mechanism
     – reflect on how the process worked and can be made better for the future




                                  © The Wellesley Institute                            14
                                 www.wellesleyinstitute.com
Sharing Lessons Learned

•   The second challenge is sharing these lessons learned:

     –   I expect the 14 CEOs and Directors of Planning, Integration and Community Engagement will
         be meeting to share their experiences
     –   take that further -- choose several community representatives from the post-consultation
         evaluation conferences I just recommended for each LHIN
     –   convene a province-wide working conference of these community representatives

•   This model of community representatives from all the LHINs could be used not just
    for this immediate evaluation of the early engagement, but for sharing lessons
    learned on an ongoing basis:

     –   just as senior management regularly meet, so too could effective forums for province-wide
         sharing among community partners be institutionalized
     –   one such forum could be annual conferences of community representatives from every LHIN




                                       © The Wellesley Institute                                15
                                      www.wellesleyinstitute.com
Institutionalizing Community
                                       Involvement in LHIN Planning

•   The third key challenge is sustaining community engagement
•   Not just the LHINs, but all institutions must build long-term
    collaborative relationships
     – not just scrambling around for community partners at accreditation time
       or to fill out a research LOI
     – working relationships and trust needs to built up over the years


•   Most importantly, community involvement in planning has to be both
    systematic and significant




                               © The Wellesley Institute                     16
                              www.wellesleyinstitute.com
Institutionalizing Community
                                                    Impact in LHIN Planning

•   Systematic means:
     – building community involvement in at all stages of the planning and budget
       processes:
          •   identifying needs and gaps
          •   developing plans and priorities that reflect and balance those needs
          •   allocating resources to put those priorities into action
          •   monitoring and evaluating outcomes and how well plans and services worked out
     – then starting the planning cycle all over again and re-adjusting for the next year
     – there are always going to be trade-offs
          • consultation and involvement can’t be endless or it will not be effective
          • but significant community involvement will make the inevitable compromises between
            competing local interests and priorities easier, not harder




                                      © The Wellesley Institute                                  17
                                     www.wellesleyinstitute.com
Institutionalizing Community
                                                   Impact in LHIN Planning II

•   Significant means:
     – community input and involvement have to be seen to have an impact -- otherwise
       people won’t bother to participate
     – most immediately, the LHINs need a transparent process:
          • where community partners are involved in analyzing the initial consultations and
            planning days, and helping to turn this input into plans and priorities
          • obviously this can’t take away from the key role of LHIN staff – but neither can it merely
            be a report back after all the priorities are set
     – and then they need a permanent process where community partners are
       involved in monitoring the planning process to ensure that community input is
       taken seriously and acted on
          • which, of course, doesn't mean that every community recommendation is accepted –
            rather that the full range of input is seriously analyzed and responded to




                                       © The Wellesley Institute                                    18
                                      www.wellesleyinstitute.com
Summary: Action
                                                 Recommendations

• Each LHINs should convene a community conference or
  meeting soon to:
   – check back on the results of the first rounds of consultations
   – assess these processes from a community standpoint and learn
     lessons for the future
• A province-wide conference should be held where
  community representatives from each LHIN share their
  experiences and conclusions on initial community
  engagement and map out the way forward
• Community partners should be involved in analyzing the
  initial consultations and recommending priorities to feed
  into development of the first integration report

                          © The Wellesley Institute               19
                         www.wellesleyinstitute.com
Conclusions: Benefits of
                                                Effective and Responsive
                                                Community Collaboration
•   Involving the widest range of community partners will result in far more
    nuanced and detailed understanding of community health needs
•   There will be far more significant and insightful input into planning →
    planning and priority setting will be far more effective
•   Community providers are the essential building blocks of a seamless
    continuum of care – involving them in planning is essential to making the
    continuum a reality
•   Widespread community involvement can yield the new ways of thinking and
    new ideas and innovations that are vital for reforming the system
•   Engaged communities can be a positive force for overall reform – not least
    as a way to counterbalance the weight of other interests reluctant to change




                                © The Wellesley Institute                     20
                               www.wellesleyinstitute.com

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Community Driven Planning, Priority Setting and Governance

  • 1. Speaking Notes: Community Driven Planning, Priority Setting and Governance Ontario Hospital Association Conference Community Engagement in a LHINs Environment June 26, 2006 Bob Gardner, PhD Director, Public Policy © The Wellesley Institute 1 www.wellesleyinstitute.com
  • 2. Starting Points • Community engagement is here to stay – it is mandated for the LHINs – the current Minister and government is very serious about it – community engagement is going to be a critical success factor in all facets of health care reform • What community engagement really means and how to ensure it really works are going to be crucial challenges of the coming years © The Wellesley Institute 2 www.wellesleyinstitute.com
  • 3. Building on a Good Start • The LHINs have made a good start in community engagement • The challenge is how to build on this start: – how to sustain community involvement and enthusiasm – how to ensure that the full diversity of community needs and perspectives is included – how to permanently embed community involvement in LHINs planning processes and work culture • The focus of this talk is on how this challenge can be met © The Wellesley Institute 3 www.wellesleyinstitute.com
  • 4. Community Ownership • Which community? Who owns what? • Need to differentiate different organizations and components of ‘the community’ – who can have very different perspectives, priorities and needs • 1. the dense web of agencies and groups that deliver services outside of institutional settings in neighborhoods and communities: – each with specific organizational needs for funding and sustainability – many of these agencies are self-organized into networks and partnerships – these networks are a tremendous building block for the LHINs – one element of the good start has been working with these existing networks and partnerships © The Wellesley Institute 4 www.wellesleyinstitute.com
  • 5. Diverse and Complex Communities • 2. community-based can mean more than simply where services are delivered – some service providers have particularly solid roots in specific communities: – their origins may be in a particular ethno-cultural community or a community neglected by mainstream institutions – they may have elected boards, local advisory committee and other ways of staying accountable to particular communities – staying connected to their particular communities is a crucial part of their ethos – they may use community-based research and other techniques to understand their communities better • 3. advocacy groups – for particular conditions or communities; and • 4. residents and consumers of health care services who live in particular neighborhoods and communities © The Wellesley Institute 5 www.wellesleyinstitute.com
  • 6. Principles of Community Engagement • The LHINs will be able to develop a responsive and effective community engagement strategy by: – building on, and working closely with, the large number of service networks and coordinating bodies that have been created over the years; – developing local and neighbourhood planning committees that can understand local needs and feed these priorities up into LHIN planning in a systematic way; – using a wide range of flexible and innovative forums and processes to tap into the full diversity of community needs, views and perspectives; © The Wellesley Institute 6 www.wellesleyinstitute.com
  • 7. Principles of Community Engagement II – paying particular attention to engaging the most vulnerable and marginalized populations whose voice is seldom heard – providing the information and tools for communities and individuals to meaningfully participate in planning and priority setting; • and recognizing that there is a cost to under-funded community agencies in participating – developing clear indicators for how successful community engagement will work in practice • which also means consulting with the community on what the goals and indicators should be in the first place © The Wellesley Institute 7 www.wellesleyinstitute.com
  • 8. Two Examples • I will illustrate these principles of community engagement by discussing two crucial challenges: 1. how to ensure that the voices and interests of the most marginalized and vulnerable communities are included 2. how to ensure that the planning and priorities reflect the full diversity of communities • then I will come back to challenges in sustaining community engagement © The Wellesley Institute 8 www.wellesleyinstitute.com
  • 9. Involving the Marginalized and Excluded • The usual kinds of forums, surveys and meetings simply do not work for homeless, poor or many marginalized communities • One of the most effective ways to ensure their voices are heard will be working with front-line service providers who have built up trust and long- standing relationships with these populations: – Street Health – working with and for homeless people for 20 years – St Christopher's House and other multi-service neighbourhood agencies • Another is to use solidly grounded community-based research – one of them most innovative methods to enable marginalized communities to define their own needs has been inclusion research – Count Us In from the Ontario Women's Health Network, Ontario Prevention Clearing house and other partners involved homeless and under-housed women researching the health, service and other needs and barriers facing marginalized women http://www.owhn.on.ca/home.htm © The Wellesley Institute 9 www.wellesleyinstitute.com
  • 10. Lead on Diversity • One of the crucial challenges in Toronto especially, but all across the province, is the incredible diversity of the population • This diversity must be reflected in all aspects of LHINs governance, planning and resource allocation: – not just as a simple matter of social justice and equity – but because planning will inevitably fail that does not reflect and include this diversity © The Wellesley Institute 10 www.wellesleyinstitute.com
  • 11. Diversity Into Practice • This means developing particular forms of engagement for particular communities • It also means thinking carefully about representativeness: – on LHIN boards, management and staff – and where these are not reflective of the diversity of their communities, then setting up advisory committees or other means to ensure involvement by all sectors of the community – representatives and accountability should be among the standards LHINs expect from all hospitals and agencies they fund • And it means ensuring that culturally competent care is one of the driving principles of health care delivery in every agency funded by the LHINs: – this means far more than having translation available wherever needed – communities have to define what competent and appropriate care means for them © The Wellesley Institute 11 www.wellesleyinstitute.com
  • 12. Diversity Into Practice II • Here again, the LHINs and all providers can build on existing resources and foundations – many hospitals have diversity coordinators or programmes, often under-funded and under-used – the Diversity Health Practitioners Network includes members who work in many hospitals, – a working group is currently developing diversity tools and resources that can be used throughout the system © The Wellesley Institute 12 www.wellesleyinstitute.com
  • 13. Building Community Engagement • I will finish by focusing on the next six months in the development of the LHINs’ working relationships with their communities • Action is needed on three key challenges: 1. learning from the first round of engagement 2. sharing and building on the lessons learned 3. sustaining community engagement for the long-term © The Wellesley Institute 13 www.wellesleyinstitute.com
  • 14. Assessing Early Community Engagement • The first action needed is to involve community partners in evaluating the initial round of consultation and communication – in the Toronto Central LHIN, this would be the networks who took a lead in coordinating the action planning days, participants in those days and other stakeholders who were involved – the goal would be to look forward – what lessons can be learned for ongoing consultations and collaborations? • The means could be community conferences in each LHIN to: – report on the findings from the consultations and planning days – as a check- back mechanism – reflect on how the process worked and can be made better for the future © The Wellesley Institute 14 www.wellesleyinstitute.com
  • 15. Sharing Lessons Learned • The second challenge is sharing these lessons learned: – I expect the 14 CEOs and Directors of Planning, Integration and Community Engagement will be meeting to share their experiences – take that further -- choose several community representatives from the post-consultation evaluation conferences I just recommended for each LHIN – convene a province-wide working conference of these community representatives • This model of community representatives from all the LHINs could be used not just for this immediate evaluation of the early engagement, but for sharing lessons learned on an ongoing basis: – just as senior management regularly meet, so too could effective forums for province-wide sharing among community partners be institutionalized – one such forum could be annual conferences of community representatives from every LHIN © The Wellesley Institute 15 www.wellesleyinstitute.com
  • 16. Institutionalizing Community Involvement in LHIN Planning • The third key challenge is sustaining community engagement • Not just the LHINs, but all institutions must build long-term collaborative relationships – not just scrambling around for community partners at accreditation time or to fill out a research LOI – working relationships and trust needs to built up over the years • Most importantly, community involvement in planning has to be both systematic and significant © The Wellesley Institute 16 www.wellesleyinstitute.com
  • 17. Institutionalizing Community Impact in LHIN Planning • Systematic means: – building community involvement in at all stages of the planning and budget processes: • identifying needs and gaps • developing plans and priorities that reflect and balance those needs • allocating resources to put those priorities into action • monitoring and evaluating outcomes and how well plans and services worked out – then starting the planning cycle all over again and re-adjusting for the next year – there are always going to be trade-offs • consultation and involvement can’t be endless or it will not be effective • but significant community involvement will make the inevitable compromises between competing local interests and priorities easier, not harder © The Wellesley Institute 17 www.wellesleyinstitute.com
  • 18. Institutionalizing Community Impact in LHIN Planning II • Significant means: – community input and involvement have to be seen to have an impact -- otherwise people won’t bother to participate – most immediately, the LHINs need a transparent process: • where community partners are involved in analyzing the initial consultations and planning days, and helping to turn this input into plans and priorities • obviously this can’t take away from the key role of LHIN staff – but neither can it merely be a report back after all the priorities are set – and then they need a permanent process where community partners are involved in monitoring the planning process to ensure that community input is taken seriously and acted on • which, of course, doesn't mean that every community recommendation is accepted – rather that the full range of input is seriously analyzed and responded to © The Wellesley Institute 18 www.wellesleyinstitute.com
  • 19. Summary: Action Recommendations • Each LHINs should convene a community conference or meeting soon to: – check back on the results of the first rounds of consultations – assess these processes from a community standpoint and learn lessons for the future • A province-wide conference should be held where community representatives from each LHIN share their experiences and conclusions on initial community engagement and map out the way forward • Community partners should be involved in analyzing the initial consultations and recommending priorities to feed into development of the first integration report © The Wellesley Institute 19 www.wellesleyinstitute.com
  • 20. Conclusions: Benefits of Effective and Responsive Community Collaboration • Involving the widest range of community partners will result in far more nuanced and detailed understanding of community health needs • There will be far more significant and insightful input into planning → planning and priority setting will be far more effective • Community providers are the essential building blocks of a seamless continuum of care – involving them in planning is essential to making the continuum a reality • Widespread community involvement can yield the new ways of thinking and new ideas and innovations that are vital for reforming the system • Engaged communities can be a positive force for overall reform – not least as a way to counterbalance the weight of other interests reluctant to change © The Wellesley Institute 20 www.wellesleyinstitute.com