STAKEHOLDER ENGAGEMENT NAVIGATOR

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Liberating Structures' Ecocycle Planning

The Ecocycle model is a way that health researchers can engage with stakeholders to look at the overall sustainability of a study, group, or organization. Like climate and the natural cycles of the planet, this engagement tool explores how different pieces of a problem or solution interconnect and works to maximize strengths, prioritize, eliminate unnecessary elements and achieve balance and efficiency in finding solutions and management strategies for an array of issues that may arise in health sciences research.

far fa-dollar-sign fa-sm Budget (e.g. personnel, space, equipment) Low Medium High far fa-user-clock Time per interaction I expect to engage stakeholders for... An hour or less Half a day A full day far fa-calendar-check Number of interactions I expect to interact with stakeholders... 1-2 times Appx. 5 times 10+ times Engagement Purposes far fa-scrubber Identify and explore new perspectives or understanding far fa-scrubber Identify which topics are most important to stakeholders far fa-scrubber Develop research questions relevant to stakeholders far fa-scrubber Select outcomes and measures that matter to stakeholders far fa-scrubber Refine and help implement effective recruitment strategies far fa-scrubber Investigate best ways to successfully implement a study, based on stakeholder insights far fa-scrubber Disseminate findings to relevant audiences far fa-scrubber Design strategies for translating research into practice far fa-clock Time Frame

95 minutes

fal fa-tasks-alt Workload LIGHT MEDIUM HEAVY
Appropriate Applications More useful for: far fa-scrubber Establishing priorities far fa-scrubber Exploring different ideas and perspectives far fa-scrubber Identifying waste and opportunities to free up resources Less useful for: far fa-scrubber Collecting generalizable information Key Characteristics Resources Needed fas fa-money-bill-waveMoney far fa-scrubber Money needed for activity supplies, facilitator, invitations or flyers (if applicable), follow up communications and thank yous. fas fa-paperclipMaterials and Resources far fa-scrubber Blank Ecocycle map worksheets for each participant and a large wall-poster version posted on the wall far fa-scrubber Chairs for people to sit in groups of 4, with or without small round tables far fa-scrubber A room with an open flat wall and open space for participants to stand comfortably in front of the wall far fa-scrubber Post-it notes for each activity fas fa-usersPersonnel far fa-scrubber Facilitator How To Introduce Ecocycle Planning and hand out a blank map to each participant. (5 min) Ask participants to individually generate a list of all the activities that occupy their time. (5 min) Ask participants to work in pairs to plot each activity on their Ecocycle map. (10 min) Invite participants to form small groups (~4) to compare and finalize the placement of activities on the Ecocycle map. (15 min) Ask each group to write its activities on Post-it notes and then place them on the wall-poster version of the Ecocycle map to create a single version. (15 min) Give the participants time to reflect on the pattern of the placements. Ask them to first focus on all the activities on which there is consensus about their placement. Ask, “What activities do we need to creatively destroy or stop to move forward? What activities do we need to expand or start to move forward?” (15 min) For activities identified as needing to be stopped (activities that are in the Rigidity Trap), have participants form small groups to create a first-action step. (10 min. or more depending on the number of activities and groups) For each activity that needs to start or needs more resources (activities in the Poverty trap), have the small groups create a first-action step. (10 min. or more as above) Ask all the groups to now focus on all the activities for which there is no consensus. Do a quick round of conversation to make sense of the differences in placement. When possible, create first-action steps to address each one. (10 min) Adapted from LiberatingStructures.com: http://www.liberatingstructures.com/31-ecocycle-planning/ Tips Be very clear on the domain or type of activities being considered - check activities to be sure they are on a similar scale and domain Include views from inside and outside the organization or function (diverse participants and clients can help) Don't hesitate to do a second round Variations Ask participants to make a list of all their important relationships with internal and external customers/suppliers (in addition to their activities) and to place them on the Ecocycle. Ask them to evaluate the relationships with the same questions used for the activities and to include them in the last four steps of the Ecocycle planning process. References / Other Resources http://www.liberatingstructures.com/31-ecocycle-planning/ https://www.fsg.org/blog/new-systems-thinking-tool-ecocycle-mapping https://www.fsg.org/tools-and-resources/guide-ecocycle-mapping

The Stakeholder Engagement Navigator is a service of the Data Science to Patient Value Initiative at the
University of Colorado Anschutz Medical Campus

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