4) Toolkits

On this page, you will find larger toolkits and / or workbooks to guide you through steps of the engagement journey.

  • Care Partnership Implementation Guide (available in French only) Towards optimal collaborative practice between stakeholders and with the patient
    Source: Integrated University Health Network of the Université de Montreal, 2014 (Canada)
  • Resource Toolkit for Engaging Families and Patients at the Planning Table A variety of tools useful for all stages of a patient and family advisory council initiative. The toolkit is organized chronologically to guide the user through each step of the engagement process, from initiating an idea through to evaluating the success of the initiative.
    Source: Alberta Health Services (Canada)

Please read and comply with this copyright note, and the disclaimer, below: resources accessed from third-party websites are subject to the copyright terms and conditions of that website. Resources housed directly on this website may be used, adapted, posted on websites and reproduced with acknowledgement of the source.


This collection of links is intended to support patient/client, caregiver and family engagement efforts. In most cases, clicking on the links will redirect you to third-party websites, or resources housed on third- party websites. These links are for information purposes only, and not meant to be exhaustive representations of all available content or services. The inclusion of these links does not imply endorsement by the Champlain LHIN. Please contact the individual organization for more information about their resources.

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2016 Forum Presentations

Resources by Stages of Engagement

1) Getting Started: Self- Assessment & Readiness

Resources for health care providers, organisations or networks beginning their engagement journey, or moving into a new area of engagement.

2) Ingredients for Successful Engagement

Overview of patient  /client engagement - various strategies and approaches.

3) Recruitment, Recognition, Retention, Evaluation

Resources to support different aspects of working with volunteer patient / client advisors and representatives.

4) Toolkits - you are here

Examples of larger toolkits and / or workbooks to guide you through steps of the engagement journey.

5) Community Engagement

Examples of guidelines and strategies for engaging communities, particularly diverse communities and specific populations in health.

6) Patient / Client Feedback

Examples of, approaches to, and support for incorporating patient/client feedback in the engagement process.

Full Resource List

An alphabetical listing of resources 1) through 6), above. 

More Helpful Links

External links to more information from patient / client engagement leaders.