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VisioningwiththeCommunityBasedParticipatoryResearch(CBPR)ModelFacilitatorGuideandWorkbookUsingCBPRModelforPlanningandEvaluation

ofCommunity-EngagedPartnerships ThisVisioningExerciseusestheCBPRModelasastorylineorlogicmodeltoshowtheconnections

betweenyourpartneringandcommunityengagementpractices,andyourgoalstobetterservecommunitiesandimproveinequitiesinhealth,education,andcommunitydevelopment.TheVisioningactivityfacilitatesuseoftheModel,notasastaticframework,butasadynamicguidetoadapt,brainstormideas,andco-createanewversionoftheModelthatworksbestforyourpartnership.Althoughitwascreatedasaresearchmodel,feelfreetoreflectonthefourfollowingdomainsforprogramplanningandevaluation,communityinitiativesandothereffortsdirectedatsocialchange.

Therearefourdomainsofthemodel:1. Contextsarethesocial,cultural,economic,political,andotherfactorsthatgroundpartnershipsin

local,state,ornationalconditions.2. PartnershipProcessesarepracticesforsuccessfulpartnering.Theseinclude:individualcharacteristics

(skills&attitudesacademic-communitypartnersbringtothepartnership);relationships(howpartnersmakedecisions,andinteractwitheachothertoachievegoals);andstructuralfeatures(whoarethestakeholdersandwhataretheiragreements,values,andguidelinesforpartnering).

3. Intervention/ResearchDesignsarethenshapedbythenatureofpartneringandtheextentofequalcontributionofknowledgefromdifferentpartners,includingcommunitymembers,clinicians,healthprofessionals,government,andacademicmembers.Thisdomainincludesbothprocessesandoutputs.

4. Outcomesincludearangeofintermediatesystemandcapacitychanges,i.e.,newpolicyenvironments,sustainabilityofprojectandpartnership,sharedpowerrelationsinresearch,andincreasedcapacities;aswellaslong-termoutcomesofcommunityandsocialtransformation,healthandhealthequity.

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Thisvisioningexerciseandaccompanyingworkshopsoffersguidancefor:1. HowtoADAPTthemodeltofityourcommunitycontext;2. Ifyouarejuststarting,howtousethemodeltohelpPLANnewresearchproject,anewintervention,ornew

program;3. IfyouarereadytoEVALUATE,howtoevaluateyourpartnershippractices;4. HowtoASSESStheimpactofyourpracticesonyourdesiredoutcomes.Useasmuchoraslittleoftheguideasyouneed.Itismeanttohelpyouguideyoureffortstoimprovepartnershipforhealthequity!Formoreinformation,pleaserefertotheEngageforEquityprojectattheUniversityofNewMexicoCenterforParticipatoryResearch:http://cpr.unm.edu/research-projects/cbpr-project/cbpr-e2.htmlWeoffertwopracticalactivitiesforUsingtheCBPRModelforVisioning,withguidancealongtheway:ACTIVITYONE:UsingtheCBPRModelasaPlanningToolIfyouareplanninganewcollaborativeresearchproject,usethemodelasatriggerforyourthinking.Ask:whatareyourownContexts,PartneringProcesses(thatyouhaveorwouldliketosee),ResearchorInterventionMethods(thatyouhavechosenorstillneedtochoose)andyourdesiredOutcomes.Thisexercisewillhelpyoucreateyourownplanningmodel-asharedvisionofyourpartnership.ACTIVITYTWO:UsingtheCBPPRModelasanEvaluationandReflectionToolToevaluateortoreflectonyourpartnershiporcollaborativeresearchproject,reviewtheModel.Ask:whatfactorsineachofthefourdomainsdoyouthinkarethemostimportantforyourpartnership.Reflectonyourexperiencesfromyourdifferentpointsofview,yourcontexts,historyofcollaboration,valuesrelatedtoyourpartnering,andtheimpactthesehavehadonyourinterventionandresearchdesignandoutcomes.Thisexercisewillhelpyouadaptandcreateyourownmodelthatintegratesyourcontextsandyourpracticestowardstheoutcomesyouhavereachedorstillenvisionreaching.

©EngageforEquity,NinaWallerstein,http://cpr.unm.edu/research-projects/cbpr-project/cbpr-e2.html,UniversityofNewMexico,2017.Forfurtherinformation,contactnwallerstein@salud.unm.edu;orcpr@salud.unm.edu

CBPR Definition: “Collaborative efforts between multi-sector stakeholders who gather and use research and data to build on the strengths and priorities of the community in

order to co-develop multi-level strategies to improve health & social equity.” Wallerstein, Duran, Oetzel, Minkler (in press, 2017)

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ACTIVITY:UsingtheCBPRModelasaPlanningTooThankyousomuchforparticipatingintheVisioningsession.Thepurposeistolearnfromeveryone’sperspectivesothatwecanidentifythemostimportantissuesforourpartnership.WewillstartwithlookingataModelofCBPRpartnering,andgostepbystepthrougheachDomain.AswegothroughtheModel,wewillreflectonwhichissuesaremostimportanttous,i.e.,whatismostimportantaboutourcontext,ourcurrentengagementorpartneringpractices,andwhatoutcomeswewouldliketoachieve.

Wefirstwillstartwithidentifyingourpriorityissue,andthengototheoutcomes,orendpointswe’dliketosee.Thenwe’llreturntocontext.Startwiththepriorityissue.OUTCOMES:Withyourpartners,envisiontheoutcomesyou’dliketoseeasaresultofyourpartnership.Reviewthetwocategoriesofoutcomesandthelistbelowinthecoloredbox:

1) intermediatesystemandcapacityoutcomes;and2) longtermcommunitytransformation,health,andhealthequityoutcomes.

OUR PRIORITY ISSUE:

OutcomesIntermediate:SystemandCapacity

Long-TermSocialJustice

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CONTEXT:Reviewthecategoriesofcontext.Contextualfactorscanshapethenatureofthepartnershipandinfluencehowprojectsarecarriedout.Theycanbe:A. Social-economic,cultural,geographic,political-historical,environmentalfactors;forexample,povertyand

health.B. Policies/trends:national/localgovernanceandpoliticalclimate;forexample,localpoliciesthataffectour

ownprojects.C. Historicdegreeofcollaborationandtrustbetweenourpartnerinstitutions,forexamplehowhasthe

UniversitybeenperceivedinthecommunityD. Community:capacity,readiness&experience;forexample,isthecommunityreadytoworkonpriority

projects?E. University:capacity,readiness&reputation:forexample,isiteasyforthecommunitytoworkwithour

University?F. Perceivedseverityofhealthissues-forexample,areweaddressinghealthissuesthatareimportanttothe

community

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Part3:PartnershipProcessesReviewthethreemajorcategoriesandlistedbelowthatimpactpartnerinteractions:1)Individualcharacteristics(ie.,flexibility,humility,etc)2)Relationships(ie.howyoumakedecisionstogether,peoplefeelingvoicesareheard,etc)3)Partnershipstructures(ie.,diversityofwhoisinvolved,sharedprinciples,andformalagreementsforworkingtogether).Foreachcategory,whatissuesdoyouthinkaremostimportantforyourpartnershiptointeracteffectively?Howandwhyaretheyimportant?Whichoneswillyouneedtoworkon,i.e.,haveyoudecidedyethowyouwillmakedecisionscollaboratively?Provideexamples.Nextpossibleprobes:WhatotherpartnershipprocessissuesdoyouwanttoincludethatarenotintheModel?Howwouldyoudefinethem?Examples?Addwhat’simportantinpartnershipprocessestoyourbutcherpaper.

Individual Characteristics

Relationships

Partnership Structures

Relationships:Safety/Respect/TrustInfluence/VoiceFlexibilityDialogue&Listening/MutualLearning

ConflictManagementLeadershipCollectiveReflection/Reflexivity

ResourceManagementParticipatoryDecision-makingTaskRolesRecognized

IndividualCharacteristics:MotivationtoParticipateCulturalIdentities/HumilityPersonalBeliefs/ValuesSpiritualityReputationofP.I.

PartnershipStructures:Diversity:Whoisinvolved

ComplexityFormalAgreementsControlofResources%DollarstoCommunity

CBPRPrinciplesPartnershipValuesBridgingSocialCapitalTimeinPartnership

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Nextpossibleprobes:WhatotherpartnershipdynamicissuesdoyouwanttoincludethatarenotintheModel?wouldyoudefinethem?Examples?THENADDWHATISIMPORTANTTOYOURBUTCHERPAPER

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Part4:Interventions/ResearchDesignInterventions/ResearchDesign:ReviewthethreeInterventionandResearchDesignconstructsandtheirprocessesandoutputs.InterventionscanalsobecalledPrograms;andResearchmayalsobecalledEvaluationDesigns.Ask:1)Howcanyouensureyourinterventions/programswillintegrateculturalandcommunityknowledgetoproduceinterventionsthatmatchcommunityvalues,norms,orpractices?2)Whatareyourempoweringprocessesthatproducepartnershipsynergyforyourcollectivework;an3)Howareyouinvolvingcommunitymembersinallstagesofresearchandevaluation,andhowdoesthisorwillthisimpacttheappropriatenessofyourresearchorevaluationdesign?

Review your ideas on the butcher paper to see your whole newly-created Model