Learning Together : Evaluation framework for Patient and Public Engagement (PPE) in research

The Learning Together Evaluation framework for Patient and Public Engagement (PPE) in research is a national adaptable tool, which can be used to plan and to evaluate patient engagement before, during and at the end of a project. 

The Learning Together Framework can be used in multiple ways with the purpose of mutual learning and understanding by all partners. It is rooted in seven (7) guiding principles of patient engagement defined by the patient-oriented research community: Relationship building, Co-building, Equity, diversity and inclusion, Support and barrier removal, Transparency, Sustainability, and Transformation.

This framework can be used as a guide to plan engagement strategies. Users can identify and implement best practices before the project has started, improve while the project is ongoing, and report back on the transformation their work has contributed to bring about. Users can also use the framework to build their own logic model for assessing patient engagement when conducting research. 

This tool offers a list of indicators that were highlighted by the community as essential to good engagement (“must have”) and items that pushes the engagement and its evaluation further (“nice to have”). Users can choose to assess either one or all of the components of the framework: the guidelines and resources that structure the foundation of their partnership (the first six dimensions represented on the pathway), the development and refinement of their partnership (the dimensions represented by the reel) and the different forms of transformation (the mountain) partnership can contribute to generate.

Ultimately, the Learning Together framework can serve to catalyze best practices and common strategies for PPE implementation and evaluation across the Canadian patient-oriented research community, while encouraging continuous reflection in- and on- action to sustain a learning health system that truly takes into account the needs, priorities and perspectives of patients, communities and citizens.

Learning Together

Evaluation framework for Patient and Public Engagement (PPE)
– Interactive PDF

Learning Together. Evaluation framework for Patient and Public Engagement (PPE)

This tool is complementary to the interactive PDF, it aims to support the use of the framework.

–  Standard PDF

If you want to know more about the context, method and research process that lead to the construction of the Learning Together framework, you can find the protocol here:

L’Espérance, A., O’Brien, N., Grégoire, A., Abelson, J., Canfield, C., Del Grande, C., Dogba, M. J., Fancott, C., Levasseur, M. A., Loignon, C., Majnemer, A., Pomey, M.-P., Rasiah, J., Salsberg, J., Santana, M., Tremblay, M.-C., Urquhart, R., & Boivin, A. (2021). Developing a Canadian evaluation framework for patient and public engagement in research : Study protocol. Research Involvement and Engagement, 7(1), 10. https://doi.org/10.1186/s40900-021-00255-4

Site: https://researchinvolvement.biomedcentral.com/articles/10.1186/s40900-021-00255-4

To cite this framework : 

Audrey L’Espérance, Eleonora Bogdanova, Carolyn Canfield, Mary Anne Levasseur, Claudio Del Grande, Julia Abelson, Maman Joyce Dogba, Carol Fancott, Christine Loignon, Annette Majnemer, Marie-Pascale Pomey, Jananee Rasiah, Jon Salsberg, Maria Santana, Marie-Claude Tremblay, Robin Urquhart, and Antoine Boivin. 2023. Learning Together Evaluation framework for Patient and Public Engagement (PPE).


This work is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License. It may be used for education purposes and for use in public sector organizations. It may not be used for commercial purposes or product marketing.

You must provide attribution to the creator when the Learning Together Framework is used and shared. All attributions must be the following statement: “Learning Together: An Evaluation Framework for Patient and Public Engagement in Research has been licensed under a Creative Commons Attribution-NonCommercial-Share Alike 4.0 International License. ©2023, L’Espérance, Boivin, Bogdanova, Canfield, Levasseur, Del Grande and the PPE Evaluation Framework Research Team, Centre of Excellence on Partnership with Patients and the Public. All rights reserved.”


This project was made possible through a collective effort between SPOR-funded entities (Units and Networks), organizations such as Health Excellence Canada and Patient Advisors Network, and the involvement of many patient partners, patient engagement professionals, and researchers throughout Canada. 

We sincerely thank the Canadian Institutes of Health Research (CIHR), the Unité Soutien SSA Québec and the Centre of Excellence on Partnership with Patients and the Public (CEPPP) for financially supporting this initiative.

We warmly thank all the SPOR-funded entities’ executives and patient-engagement leads for helping our team tremendously at the recruitment stages of this project, and we highlight the precious contributions of patient, family and community partners, engagement experts, and health system leaders who participated in the development of this framework at one phase or another.

In collaboration with :

ACCESS Open Minds
– BC SUPPORT (Support for People & Patient-Oriented Research & Trials) Unit
– Can-SOLVE CKD Network
– Healthcare Excellence Canada
– Chronic Pain Network
– Diabetes Action Canada
– Hotiì ts’eeda (Northwest Territories SPOR SUPPORT Unit)
– IMAGINE Chronic Disease Network
– George & Fay Yee Centre for Healthcare Innovation

– Maritimes SPOR SUPPORT Unit (MSSU)
– Newfoundland & Labrador (NL) SPOR SUPPORT Unit
– Ontario SPOR SUPPORT Unit
– Patient Advisors Network (PAN)
– Pan-Canadian SPOR Network in Primary and Integrated Health Care Innovations Network (PIHCI Network)
– Saskatchewan Centre for Patient-Oriented Research (SCPOR)
– Unité de Soutien SSA du Québec

We thank all the co-researchers on the research team for their time and their contributions at all stages of this project:

– Audrey L’Espérance
Antoine Boivin
– Carolyn Canfield
– Mary Anne Levasseur
– Claudio Del Grande
– Julia Abelson
– Maman Joyce Dogba
– Carol Fancott

– Christine Loignon
– Annette Majnemer
– Marie-Pascale Pomey
– Jananee Rasiah
– Jon Salsberg
– Maria Santana
– Marie-Claude Tremblay
– Robin Urquhart

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Centre d’Excellence sur le Partenariat
with Patients and the Public

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The Center of Excellence on Partnership with Patients and the Public is a joint initiative supported by the University of Montreal (UdeM), the Faculty of Medicine of the UdeM and the Research Center of the Center hospitalier de l'Université de Montreal (CRCHUM).

CEPPP 2024. All rights reserved