The Patient Engagement Resource Centre is funded by the INSPIRE-Primary Health Care Research Network

of the Ontario SPOR (Strategy for Patient Oriented Research) SUPPORT Unit (OSSU).


The following guides will be helpful in planning a research project involving patients as partners. Content is updated regularly, so if you have questions that are not addressed by the sections and topics outlined below, please send us an email with your question or suggestions for content.


1. Building Patient Engagement in Research: A Guide for Research Teams (By: PERC Advisory Board)
2. Toolkit for Patient Partners (By: PERC Advisory Board)


1. Planning and preparation for patient engagement 

In Briefing Note 5 of the INVOLVE document, key considerations are offered to help you to plan for patient engagement in research, such as when to approach patients, how to communicate effectively, developing terms of reference for their engagement, and supporting their involvement by addressing practical issues and building their capacity to contribute meaningfully. 

3. Participatory Methods Toolkit: A Practitioner's Manual 
4. CIHR: Citizen Engagement Handbook
5. Rules of Engagement: Lessons from PANORAMA (The Change Foundation)
6. Should money come into it? A Tool for deciding whether to pay for patient-engagement participants (The Change Foundation)
7. The Community Scholar Program Guidelines
8. Get involved as a Patient and Public Research Partner!
Training is a top priority for the Aging, Community and Health Research Unit (ACHRU). 

1. Get involved as a Patient and Public Partner 

2. An overview of health and social care research

3. Developing the research plan

4. Collecting data

5. Analyzing data

6. Sharing findings