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Patient and Public Involvement

You are here: Home > Practical tools for patient and public involvement

Practical tools for patient and public involvement

The NIHR defines public involvement in research as, “research being carried out ‘with’ or ‘by’ members of the public rather than ‘to’, ‘about’ or ‘for’ them.  It is an active partnership between patients, carers and members of the public with researchers that influences and shapes research”. (From NIHR Briefing Notes).

Professor Helen McShane by the Oxford Mail
Photo credit: Professor Helen McShane by the Oxford Mail

“I would like to strongly encourage all researchers to use the resources on these pages and please do contact Rachel or Angeli for advice and support”Professor Helen McShane, Director, Oxford Biomedical Research Centre

The policies, guidance and templates have been developed by the Oxford PPIE staff Group and public contributors. Researchers and other staff undertaking and supporting PPI can use these to support their PPI activities.

Patient and public involvement policies

Policies have been through several levels of approval and should only be changed with agreement from senior managers within your department.

Example PPI payment policyDownload zipped Word file

Patient and public involvement guidance documents

Guidance documents are not to be changed.

Click/tap the preview images to open PDFs in their own windows and/or to download

ppi1 preview
1 – Key points for researchers when recruiting and working with PPI contributors
ppi2 preview
2: Recruiting PPI contributors from clinics
ppi3 preview
3: Recruiting PPI contributors (general)
ppi4 preview
4: Raising difficult issues – guidance for PPI contributors and staff
ppi5 preview
5: Guidance for researchers making public talks
ppi6 preview
6: Setting up a PPI group

Other patient and public involvement templates

These template files can be used and adapted as appropriate:

  • PPI template 1: Feedback form
  • PPI template 2: Confidentiality agreement
  • PPI template 3: PPI payment guidance for a specific event
  • PPI template 4: Guidance for meetings with PPI contributors
  • PPI template 5: Advert for recruiting PPI contributors
  • PPI template 6: Terms of Reference (Diversity in Research Group)
  • PPI template 7: Privacy Statement (OUH adapted from Oxford Cancer)
PPI-templatesDownload all as zipped Word files

Notes about using the templates

– Consider what is most appropriate to your project and adapt accordingly 

– Retain intro text

– Replace / include the relevant logo  

– Update any references to organisations/department/contacts referred to in the document  

– Consider changing the font to a bigger size for public contributors  

– Consider whether you can develop the document with PPI contributors (e.g guidance for meetings) 


Recording patient and public involvement activities

The following external links are tools to record patient and public involvement activities and it recommended one of these is used for each activity:

GRIPP2 PPI reporting tool

ARC West PPI impact log

Oxford PPI reporting tool (PDF link to follow)

FOR PATIENTS AND THE PUBLIC → Post an opportunity for patient and public involvement
Follow @OxfordPPI

PPIE for researchers

  • Practical tools for patient and public involvement
  • Recruiting and working with contributors
  • Inclusive Research
  • Reporting patient and public involvement
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