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学会协同合作——一项关于公众参与的研究项目反思性分析的经验教训

Learning to work together - lessons from a reflective analysis of a research project on public involvement.

作者信息

Howe A, Mathie E, Munday D, Cowe M, Goodman C, Keenan J, Kendall S, Poland F, Staniszewska S, Wilson P

机构信息

Norwich Medical School, University of East Anglia, Norwich, NR4 7TJ UK.

Centre for Primary and Community Care at the University of Hertfordshire, Hatfield, UK.

出版信息

Res Involv Engagem. 2017 Jan 9;3:1. doi: 10.1186/s40900-016-0051-x. eCollection 2017.

Abstract

PLAIN ENGLISH SUMMARY

Patient and public involvement (PPI) in research is very important, and funders and the NHS all expect this to happen. What this means in practice, and how to make it really successful, is therefore an important research question. This article analyses the experience of a research team using PPI, and makes recommendations on strengthening PPI in research. There were different PPI roles in our study - some people were part of the research team: some were on the advisory group; and there were patient groups who gave specific feedback on how to make research work better for their needs. We used minutes, other written documents, and structured individual and group reflections to learn from our own experiences over time. The main findings were:- for researchers and those in a PPI role to work in partnership, project structures must allow flexibility and responsiveness to different people's ideas and needs; a named link person can ensure support; PPI representatives need to feel fully included in the research; make clear what is expected for all roles; and ensure enough time and funding to allow meaningful involvement. Some roles brought more demands but also more rewards than others - highlighting that it is important that people giving up their time to help with research experience gains from doing so. Those contributing to PPI on a regular basis may want to learn new skills, rather than always doing the same things. Researchers and the public need to find ways to develop roles in PPI over time. We also found that, even for a team with expertise in PPI, there was a need both for understanding of different ways to contribute, and an evolving 'normalisation' of new ways of working together over time, which both enriched the process and the outputs.

ABSTRACT

Patient and public involvement (PPI) is now an expectation of research funders, in the UK, but there is relatively little published literature on what this means in practice - nor is there much evaluative research about implementation and outputs. Policy literature endorses the need to include PPI representation at all stages of planning, performing and research dissemination, and recommends resource allocation to these roles; but details of how to make such inputs effective in practice are less common. While literature on power and participation informs the debate, there are relatively few published case studies of how this can play out through the lived experience of PPI in research; early findings highlight key issues around access to knowledge, resources, and interpersonal respect. This article describes the findings of a case study of PPI within a study PPI in research. The aim of the study was to look at how the PPI representatives' inputs had developed over time, key challenges and changes, and lessons learned. We used realist evaluation and normalisation process theory to frame and analyse the data, which was drawn from project documentation, minutes of meetings and workshops, field notes and observations made by PPI representatives and researchers; documented feedback after meetings and activities; and the structured feedback from two formal reflective meetings. Key findings included the need for named contacts who support, integrate and work with PPI contributors and researchers, to ensure partnership working is encouraged and supported to be as effective as possible. A structure for partnership working enabled this to be enacted systematically across all settings. Some individual tensions were nonetheless identified around different roles, with possible implications for clarifying expectations and deepening understandings of the different types of PPI contribution and of their importance. Even in a team with research expertise in PPI, the data showed that there were different phases and challenges to 'normalising' the PPI input to the project. Mutual commitment and flexibility, embedded through relationships across the team, led to inclusion and collaboration. Work on developing relationships and teambuilding are as important for enabling partnership between PPI representatives and researchers as more practical components such as funding and information sharing. Early explicit exploration of the different roles and their contributions may assist effective participation and satisfaction.

摘要

通俗易懂的总结

患者及公众参与(PPI)研究非常重要,资助者和英国国民医疗服务体系(NHS)都期望能实现这一点。因此,这在实际中意味着什么以及如何才能真正取得成功,是一个重要的研究问题。本文分析了一个研究团队运用PPI的经验,并就加强研究中的PPI提出了建议。在我们的研究中有不同的PPI角色——有些人是研究团队的一部分;有些人在咨询小组;还有患者群体就如何使研究更好地满足他们的需求给出了具体反馈。我们利用会议记录、其他书面文件以及结构化的个人和小组反思,随着时间推移从我们自己的经验中学习。主要发现如下:研究人员和承担PPI角色的人员要建立伙伴关系,项目结构必须具有灵活性,能够响应不同人的想法和需求;指定一名联络人可以确保提供支持;PPI代表需要感到完全融入研究;明确所有角色的期望;并确保有足够的时间和资金以实现有意义的参与。有些角色带来的要求更多,但回报也更多——这凸显了让人们抽出时间帮助研究并从中获得经验很重要。定期为PPI做出贡献的人可能希望学习新技能,而不是总是做同样的事情。研究人员和公众需要找到随着时间推移在PPI中发展角色的方法。我们还发现,即使对于一个在PPI方面有专业知识的团队,也需要理解不同的贡献方式,以及随着时间推移新的合作方式不断“常态化”,这既能丰富过程,也能提升成果。

摘要

在英国,患者及公众参与(PPI)如今已成为研究资助者的一项期望,但关于这在实际中意味着什么的已发表文献相对较少——关于实施和成果的评估研究也不多。政策文献认可在规划、开展和研究传播的所有阶段都需要有PPI代表参与,并建议为这些角色分配资源;但关于如何使这些投入在实际中发挥有效作用的细节则较少见。虽然关于权力和参与的文献为这场辩论提供了信息,但关于这如何能通过PPI在研究中的实际经验体现出来的已发表案例研究相对较少;早期研究结果突出了围绕获取知识、资源和人际尊重的关键问题。本文描述了一项关于研究中PPI的案例研究的结果。该研究的目的是考察PPI代表的投入如何随着时间发展、关键挑战和变化以及吸取的经验教训。我们运用现实主义评估和常态化过程理论来构建和分析数据,这些数据来自项目文档、会议和研讨会记录、PPI代表和研究人员所做的实地记录和观察;会议和活动后的书面反馈;以及两次正式反思会议的结构化反馈。主要发现包括需要有指定的联系人来支持、整合并与PPI贡献者和研究人员合作,以确保鼓励并支持伙伴关系尽可能有效地发挥作用。伙伴关系的工作结构使这能在所有环境中系统地实施。不过,围绕不同角色发现了一些个人层面的紧张关系,这可能对明确期望以及加深对不同类型PPI贡献及其重要性的理解产生影响。即使在一个在PPI方面有研究专长的团队中,数据显示将PPI对项目的投入“常态化”存在不同阶段和挑战。通过团队内部的关系所体现的相互承诺和灵活性,带来了包容与合作。建立关系和团队建设工作对于促成PPI代表和研究人员之间的伙伴关系与资金和信息共享等更实际的要素同样重要。尽早明确探讨不同角色及其贡献可能有助于有效参与和满意度提升。

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