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VA Health Systems Research

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SERVE Toolkit Section 6: Resources

If you have difficulty locating any of the resources listed here, contact your local VA librarian for assistance.

6.1 Case Studies – Models of Veteran Engagement across VA

Case Studies:


6.2 Governance – Bylaws, Charters, and Memo of Understanding





6.3 Recruitment Materials

Trifold Brochures:


Information Sheet & Application


Position Descriptions

Interview Materials

Letters and Memos

Recruitment Report

Below are examples of recruiting materials from two Veteran Engagement Groups funded in FY22. The Rural Colorado Veterans Research Engagement Board (RCVREB) is sustainably funded and facilitated by the GROVE Center. The Iowa materials come from a project-specific Veteran Engagement Board for a project titled Serious Illness Care Conversations (SICC).

6.4 Training Materials

6.4.1 Researchers

6.4.2 Veterans and Stakeholders

Durham VetREP Veteran Engagement Training Toolkit

Facilitation Training Information, General

Technology Distribution (internet-ready devices provided to Veterans)

6.5 Templates for Abstracts, Agendas, and Notes/Minutes

Meeting Agendas


Orientation Agenda

Meeting Minutes

6.6 Evaluation Materials

Evaluation Plan

Evaluation Template

Interview Guides


6.7 Dissemination Products




6.8 Cyberseminars

Several cyberseminars regarding Veteran Engagement have been recorded and are available to view through the links listed here.

6.9 Additional Toolkits

Engaging Veterans in Research Toolkit. Safdar N, Brys NA. William S. Middleton Memorial Veterans Hospital. Madison, WI; 2017. This toolkit is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License. Its materials are available free of charge and can be used without permission; however, the authors ask that you register with HIPxChange prior to using the toolkit so that they may provide information on usage to their funders.

Available at (Accessed 5/10/18) Also see: Brys N, Whittle J, Safdar N. Development of a Veteran Engagement Toolkit for Researchers. J Comp Eff Res 2018; In press.

Advanced Topics for Implementation Science Research: Community Based Participatory Research and Community Engaged Research: Facilitating Implementation Science Outcomes

Available at: (Accessed 4/1/18)

Patient Engagement Workbook. Madrid S, Wright L. Healthcare Systems Research Network Patient Engagement in Research Scientific Interest Group (PER SIG). 10/2/2014.

Available at:

(Accessed 5/17/18)

6.10 Reports about Veteran Engagement (to date)

PCORI Ways of Engaging ENgagement ACtivity Tool (WE-ENACT): Preliminary Results

Available at: (Accessed 4/1/18)

Veteran Engagement Workgroup, Final Report. Oct. 2, 2015. Available on the intranet at: (Accessed 5/23/18)

6.11 Consultation Assistance

University of Wisconsin School of Nursing. Available at: (Accessed 5/10/18)

The HSR&D Veteran Engagement Workgroup. At the time of publication, the contacts for this program are:

JAM SESSIONS, an informal monthly call to discuss Veteran Engagement activities and draw on the wisdom of colleagues. At the time of publication, the contacts for this program are:

6.12 Opportunities, or Engagement Beyond Advice

There are numerous areas for expansion of engagement that go beyond the scope of this Toolkit. A few ideas are listed below. These are merely early thoughts about what else can be considered as we continue to move Veteran Engagement forward and improve our processes over time.

  • Increased collaboration with Veteran organizations – The DryHootch Partners for Veterans Health, including the Wisconsin Warrior Summit, has taken further steps in Engagement beyond feedback. There is a lot of information about the program, including abstracts from the summit.
    • See also this video detailing the origins of Dryhootch.
    • This white paper details VSO partnerships made by Dr. Jeff Whittle and Mr. Mark Flower.
  • Expand the role of research into providing repositories for data, as in the work presented by Mark Helfand and DIPEx collaborators. See Erika Cottrell’s and Rachel Grob’s cyberseminar “Leveraging Health Experience Research to Enhance Veteran Engagement in Research” (accessed 5/24/18)
  • Incorporate patients and system users to increase relevance of research. The Congressionally Directed Medical Research Programs (CDMRP), administered through the Army branch of the active duty military, addressed stakeholder engagement. More information is available at: (Accessed 5/10/18)
  • Incorporate Photo Voice or Photo Elicitation into your research. This is an FAQ style toolkit for investigators looking to use photovoice methods or photo-elicitation interviews in their project, written by Dr. Gala True.

6.13 Literature: Selected Readings

Arkind J, Likumahuwa-Ackman S, Warren N, Dickerson K, Robbins L, Norman K, DeVoe JE. Lessons learned from developing a patient engagement panel: an OCHIN report. J Am Board Fam Med. 2015 Sept-Oct;28(5)632-638. Available at: (Accessed 5/10/18.)

See also: (Accessed 5/10/18)

Black A, Strain K, Wallsworth C, Charlton SG, Chang W, McNamee K, Hamilton C. What constitutes meaningful engagement for patients and families as partners on research teams? J Health Serv Res Policy. 2018 Jan;1:1-10. (epub ahead of print). PMID 29504424

Black KZ, Hardy CY, De Marco M, Ammerman AS, Corbie-Smith G, Council B, Ellis D, Eng E, Harris B, Jackson M, Jean-Baptiste J, Kearney W, Legerton M, Parker D, Wynn M, Lightfoot A. Beyond incentives for involvement to compensation for consultants: increasing equity in CBPR approaches. Prog Community Health Partnersh. 2013 Fall;7(3):263-70. PMID 24056508

Bodison SC, Sankaré I, Anaya H, Booker-Vaughns J, Miller A, Williams P, Norris K, Community Engagement Workgroup. Engaging the community in the dissemination, implementation, and improvement of health-related research. Clin Transl Sci. 2015 Dec;8(6):814-9. PMID 26546337

Bowen DJ, Hyams T, Goodman M, West KM, Harris-Wai J, Yu JH. Systematic review of quantitative measures of stakeholder engagement. Clin Transl Sci. 2017 Sep;10(5):314-336. PMID 28556620

Carman KL, Dardess P, Maurer M, Sofaer S, Adams K, Bechtel C, Sweeney J. Patient and family engagement: a framework for understanding the elements and developing interventions and policies. Health Aff (Millwood). 2013 Feb;32(2):223-31. PMID 23381514. Also available at

Cartwright E, Schow D. Anthropological perspectives on participation in CBPR: Insights from the water project, Maras, Peru. Qual Health Res. 2016 Jan;26(1):136-40. PMID 26613969

Castillo EG, Shaner R, Tang L, Chung B, Jones F, Whittington Y, Miranda J, Wells KB. Improving depression care for adults with serious mental illness in underresourced areas: Community coalitions versus technical support. Psychiatr Serv. 2018 Feb 1;69(2):195-203. PMID 29032700

Center for Advanced Health. Here to stay: what health care leaders say about patient engagement. Released 6/30/14. Available at: (Accessed 5/10/18)

Centre for Social Justice and Community Action. Community-based participatory research: ethical challenges. Published November 2011. Durham University, UK.

Available here.

Chung B, Jones L, Dixon EL, Miranda J, Wells K, Community Partners in Care Steering Council. Using a community partnered participatory research approach to implement a randomized controlled trial: Planning community partners in care. J Health Care Poor Underserved. 2010 Aug;21(3):780-95. PMID 20693725

Dick DM. Rethinking the way we do research: The benefits of community-engaged, citizen science approaches and nontraditional collaborators. Alcohol Clin Exp Res. 2017 Nov;41(11):1849-1856. PMID 29028120

Domecq JP, Prutsky G, Elraiyah T, Wang Z, Nabhan M, Shippee N, Brito JP, Boehmer K, Hasan R, Firwana B, Erwin P, Eton D, Sloan J, Montori V, Asi N, Dabrh AM, Murad MH. Patient engagement in research: A systematic review. BMC Health Serv Res. 2014 Feb;14(1):89. PMID 24568690

Esmail L, Moore E, Rein A. Evaluating patient and stakeholder engagement in research: Moving from theory to practice. J Comp Eff Res. 2015 Mar;4(2):133-45. PMID 25825842

Forsythe L, Heckert A, Margolis MK, Schrandt S, Frank L. Methods and impact of engagement in research, from theory to practice and back again: Early findings from the Patient-Centered Outcomes Research Institute. Qual Life Res. 2018 Jan;27(1):17-31. PMID 28500572

Franco Z, Flower M, Curry B, Whittle J, Berte K. Surviving the peace: redefining community based veteran services through the DryHootch partnership. In: The Praeger Handbook of Social Justice and Psychology: Well-Being and Professional Issues, Vol. 2. Friedman H, Johnson C, Diaz J, Franco Z, Nastasi B (eds); Johnson C and Friedman H (series eds.). Praeger: Santa Barbara, CA. pp. 127-142.

Franco Z E, Flower M, Whittle J, Sandy M. Professional ethics and virtue ethics in community-engaged healthcare training. In: Professional Responsibility: The Fundamental Issue in Education and Health Care Reform. Mitchell MD, Ream RK (eds). In Advances in Medical Education. Lajoie S and Steinert Y (series eds). Springer International Publishing, Switzerland 2015.

Goodman MS, Sanders Thompson VL. The science of stakeholder engagement in research: Classification, implementation, and evaluation. Transl Behav Med. 2017 Sep;7(3):486-491. PMID 28397159

Hamilton CB, Hoens AM, Backman CL, McKinnon AM, McQuitty S, English K, Li LC. An empirically based conceptual framework for fostering meaningful patient engagement in research. Health Expect. 2018 Feb;21(1):396-406. PMID 28984405

Harrison JD, Anderson WG, Fagan M, Robinson E, Schnipper J, Symczak G, Hanson C, Carnie MB, Banta J, Chen S, Duong J, Wong C, Auerbach AD. Patient and Family Advisory Councils (PFACs): Identifying challenges and solutions to support engagement in research. Patient. 2018 Feb 1:1-11. (epub ahead of print). PMID 29392529

Hoffman A, Montgomery R, Aubry W, Tunis SR. How best to engage patients, doctors, and other stakeholders in designing comparative effectiveness studies. Health Aff. 2010 Oct;29(10):1834-1841. PMID 20921483

Kelly G, Wang SY, Lucas G, Fraenkel L, Gross CP. Facilitating meaningful engagement on community advisory committees in patient-centered outcome research. Prog Community Health Partnersh. 2017;11(3):243-251. PMID 29056616

Khodyakov D, Stockdale S, Jones A, Mango J, Jones F, Lizaola E. On Measuring Community Participation in Research.Health Educ Behav. 2013 Jun;40(3):346-354. PMID 23041704

Khodyakov D, Stockdale SE, Smith N, Booth M, Altman L, Rubenstein LV. Patient engagement in the process of planning and designing outpatient care improvements at the Veterans Administration Health-care System: Findings from an online expert panel. Health Expect. 2017 Feb;20(1):130-145. PMID 26914249

Kirwan JR, de Wit M, Frank L, Haywood KL, Salek S, Brace-McDonnell S, Lyddiatt A, Barbic SP, Alonso J, Guillemin F, Bartlett SJ. Emerging guidelines for patient engagement in research. Value Health. 2017 Mar;20(3):481-486. PMID 28292494

Li A, Martella A, Owina M (eds). Centre for Addiction and Mental Health (CAMH). Tools and lessons learned: a resource for individuals and organizations. 2011. Available at: (Accessed 5/10/18)

Mackie TI, Sheldrick RC, de Ferranti SD, Saunders T, Rojas EG, Leslie LK. Stakeholders' perspectives on stakeholder-engaged research (SER): Strategies to operationalize patient-centered outcomes research principles for SER. Med Care. 2017 Jan;55(1):19-30. PMID 27547942

Mallery C, Ganachari D, Fernandez J, Smeeding L, Robinson S, Moon M, Lavallee D, Siegel J. Innovative methods in stakeholder engagement: an environmental scan. Prepared by the American Institutes for Research under contract No. HHSA 290 2010 0005 C. AHRQ Publication NO. 12-EHC097-EF. Rockville, MD: Agency for Healthcare Research and Quality; May 2012.

Available at: (Accessed 5/10/18)

Manafo E, Petermann L, Mason-Lai P, Vandall-Walker V. Patient engagement in Canada: A scoping review of the 'how' and 'what' of patient engagement in health research. Health Res Policy Syst. 2018 Feb 7;16(1):5. PMID 29415734

Mayan MJ, Daum CH. Worth the risk? Muddled relationships in community-based participatory research. Qual Health Res. 2016 Jan;26(1):69-76. PMID 26612889

Mehta P, Brown A, Chung B, Jones F, Tang L, Gilmore J, Miranda J, Wells K. Community partners in care: 6-month outcomes of two quality improvement depression care interventions in male participants. Ethn Dis. 2017 Jul;27(3):223-232. PMID 28811733

Patel DI, Winkler P, Botello J, Villarreal J, Puga F. The citizen scientist: Community-academic partnerships through Translational Advisory Boards. Patient Educ Couns. 2016 Dec;99(12):2087-2090. PMID 27432015

Shippee ND, Domecq Garces JP, Prutsky Lopez GJ, Wang Z, Elraiyah TA, Nabhan M, Brito JP, Boehmer K, Hasan R, Firwana B, Erwin PJ, Montori VM, Murad MH. Patient and service user engagement in research: A systematic review and synthesized framework. Health Expect. 2015 Oct;18(5):1151-66. PMID 23731468

Snow ME, Tweedie K, Pederson A. Heard and valued: The development of a model to meaningfully engage marginalized populations in health services planning. BMC Health Serv Res. 2018 Mar;18(1):181. PMID 29544486

Staniszewska S, Brett J, Simera I, Seers K, Mockford C, Goodlad S, Altman DG, Moher D, Barber R, Denegri S, Entwistle A, Littlejohns P, Morris C, Suleman R, Thomas V, Tysall C. GRIPP2 reporting checklists: Tools to improve reporting of patient and public involvement in research. Br Med J. 2017 Aug;3(13):j3453. PMID 29062538

Stephens R, Staniszewska S. Research involvement and engagement: Reflections so far and future directions. Res Involv Engagem. 2017 Nov 8;3:24. PMID 29152330

Weil AR. The patient engagement imperative. Health Aff (Millwood). 2016 Apr;35(4):563. PMID 27044951

Wendel M, Prochaska JD, Clark HR, Sackett S, Perkins K. Interorganizational network changes among health organizations in the Brazos Valley, Texas. J Prim Prev. 2010 Apr;31(1-2):59-68. PMID 20127513

Witteman HO, Chipenda Dansokho S, Colquhoun H, Fagerlin A, Giguere AMC, Glouberman S, Haslett L, Hoffman A, Ivers NM, Légaré F, Légaré J, Levin CA, Lopez K, Montori VM, Renaud JS, Sparling K, Stacey D, Volk RJ. Twelve lessons learned for effective research partnerships between patients, caregivers, clinicians, academic researchers, and other stakeholders. J Gen Intern Med. 2018 Jan;33(4):558-562. PMID 29327211

Woodgate RL, Zurba M, Tennent P. Advancing patient engagement: youth and family participation in health research communities of practice. Res Involv Engagem. 2018 Mar;4:9. PMID 29560275

Woolf SH, Zimmerman E, Haley A, Krist AH. Authentic engagement of patients and communities can transform research, practice, and policy. Health Aff (Millwood). 2016 Apr;35(4):590-594. PMID 27044956

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