The checklist follows four phases of typical research or assessment process:
Initiation & Planning: Early partnership, roles and expectations, recruitment, participation supports, and capacity building.
Execution: Engagement in practice, including co-creation of materials and methods, accessible communication, and integration of patient experience and preference data.
Monitoring: Tracking engagement activities over time, planning for missing data and evidence gaps, and adjusting based on feedback.
Discrimination & Assessment: Sharing results back with patients and communicating uncertainties, and preparing materials for HTA and payers.
For each phase, the checklist provides:
A brief objective
A question or prompt to guide discussion
A response scale indicating how fully the item has been addressed
Links to guidance text and examples for users who want more detail