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Building a Knowledge
Mobilization Strategy
David Phipps, Executive Director
Research & Innovation Services

@researchimpact
1
Overview
1. Check in on Knowledge Mobilization
2. Building a KMb plan for a research project – strategic framework
3. Case Study
4. Report Back
5. Evaluation

2
KMb Summary
1.

Confusion around terminology

2.

At the basis of KMb is the two-way exchange processes. It is all about
relationships and engagement.

3.

Co-production distinguishes KMb from:
•
•

4.
3

Knowledge Translation & Transfer (often thought as one way push)
Knowledge Exchange (which does support active two-way
exchange)

Impact is measured at the level of partners
KMb / KT / K2A Research Planning
Peter Levesque – Knowledge Mobilization Works
http://www.knowledgemobilization.net/

CIHR – Knowledge to Action
http://www.cihr-irsc.gc.ca/e/documents/kt_casebook_e.pdf
http://www.cihr-irsc.gc.ca/e/documents/kt_lm_ktplan-en.pdf

Knowledge Network for Applied Educational Research
http://www.knaer-recrae.ca/knowledge-mobilization/knaer-resources

Melanie Barwick – 13 Step KT Planning Framework
http://www.melaniebarwick.com/training.php
4
Knowledge Mobilization Research Planning

What is Strategy?
A Plan to Fulfill the Goals
www.knowledgemobilization.net
Knowledge Mobilization Works

5
Knowledge Mobilization & Research Planning

Where does strategy fit?
Vision – Mission – Goals – Strategy – Activity – Outputs – Outcomes - Impact

6
Using Evidence

7
Acknowledgements
Adapted by research and development from:

Dr. Melanie Barwick
The Hospital for Sick Children, Toronto

and
Dr. Donna Lockett
KT Consultant

8
http://www.melaniebarwick.com/training.php
9
KMb Planning Template – 13 steps
1.

Identify Partners

2.

Partner Engagement

3.

KMb Expertise

4.

Main Messages (for research projects)

5.

Audiences

6.

Goals

7.

Methods

8.

Process

9.

Impact

10. Partners Role
11. Resources Required
12. Related Budget Items
13. Estimated Costs
10
KMb Research Planning Template – 13 steps
13 Steps into 4 Main Headings
Engagement (steps 1-5, 10)
•

Who are your audience(s)/collaborators

Goal (steps 4, 6)
•

What are you going to accomplish (objectives)

Activity (steps 7, 8)
•

How are you planning to do this (activities)

Impact and Accountability (steps 9 – 13)
•

11

What will result from this work, and how will you demonstrate it.
Step 1 – Research Partners
 Researchers

Brokers Bits

 Public / Consumers

York U Knowledge
Brokers can help
identify collaborators
for a research
project.

 Decision Makers (org,
comm, govt)
 Policy Makers (govt, comm)
 Private Sector
 Funding Body

12

Leveraging the
national network, we
can help find
research expertise
from across
Canada.
Step 2 – Partner Engagement
Option A
-

Initial – from conception to grave

Option B
-

Early - After conception to grave

Option C
-

End - Dissemination / Project End only

Option D
-

13

Beyond the project (ongoing, extended)

Brokers Bits
What does the term
‘partner’ mean to
you? Is your
expectation clear
and consistent with
those you’re
collaborating with?
Be explicit from the
beginning.
Meaningful
engagement
requires honest,
respectful dialogue.
Step 3 – KMb Expertise Needed?
Lots of options to consider:
Brokers Bits

•

Researcher with KMb expertise

•

Consultant with KMb expertise

•

Knowledge Broker / Specialist

•

Organizational KMb support

•

KMb support within the partner
organization

•

Project Manager with KMb
responsibility

14

So why a dedicated
knowledge broker?
Sometimes, simply
creating
knowledge/products is
not good enough.
Brokers can help
move knowledge into
action using an array
of tools and activities,
tailored to the needs
of your audiences.
Step 4 – Main Messages
What messages do you anticipate
sharing?
•

Briefly, what your
research/project seeks to:

•

You can consider this for
multiple audiences

15
Step 5 – KMb Audiences
What audiences will you target?
•

Researchers
Brokers Bits

•

Practitioners / Service Providers

•

Public

•

Media

•

Consumers

•

Decision Makers

•

Policy makers

•

Private Sector / Industry

What audiences will you prioritize?
16

This is an important
element to consider.
Understanding your
audience(s) will help
shape the work you
will do.
Not all audiences
want to receive
information the same
way.
Step 6 – KMb Goals
Are you seeking to:
Generate
• Awareness
• Interest
• Practice change
• Behaviour change
• Policy Action
Impart
• Knowledge
• Tools
Inform
• Research
• Policy
• Practice

17

Brokers Bits
Always consider the
ethical and legal
principles in your KMb
efforts.
Consider goals for
each audience group
you’re engaging.
Step 7 – KMb Methods
What KMb methods/activities will you use?
• Broker / KMb Specialist
• Research Summaries
• Website / IT
• Multi stakeholder collaboration
• Mass Media Campaign
• Financial Intervention/Incentive
• Performance Feedback
• Capacity Building / Training
• Peer Reviewed Publication
• Conference
• Social Media Tools
• Others...

18

Brokers Bits
York has structured their
activity into three streams:
People – capacity
building, internships, and
educational efforts
Spaces – creating space
for people to meet and
interact
Projects – user generated
collaborative project
19
Step 8 – KMb Process – when will KMb occur?
See Step 2: partner engagement
Option 1
•

Integrated KMb – researchers and
research users will shape the research
process (setting questions, methodology,
tools, analysis, dissemination...)

Option 2
•

20

End of Grant KMb – KMb activities are
employed once the project is completed
Step 9 – KMb Impact – behaviour, practice, policy, research
How will you evaluate impact?
•

Reach Indicators
•
Copies Distributed
•
Copies Requested
•
# downloads, hits, visits
•
Media Exposure

•

Usefulness Indicators
•
Satisfied With
•
Usefulness of
•
Changed Views
•
Gained Knowledge

•

Use Indicators
•
# intend to use
•
# adapting the information
•
# using to inform policy/practice

•

Partnership Indicators (#’s)

21
Step 10 – Partners Roles
See #2 and #8
How will partners assist in developing,
implementing or evaluating the KMb plan?

22
Step 11 – Required Resources
What resources do you require?
•
•
•
•

Human
Financial
IT
Web

•
•
•
•
•
•

Leadership
Management
Workers
Board
Volunteer
Others

23
Step 12/13 – Budget Items / Estimated Costs
Identify budget items related to your
plan
•
•
•
•
•
•
•
•
•
24

Knowledge Broker
Project Manager / KMb Specialist
Clear Language Writer
Web development / IT
Travel
Workshops / Venue
Public Relations
Web 2.0 (social media)
Others
KMb Research Planning Template – 13 steps
now what?
13 Steps into 4 Main Headings
Engagement (steps 1-5, 10)
•

Who are your audience(s)/collaborators

Goal (steps 4, 6)
•

What are you going to accomplish (objectives)

Activity (steps 7, 8)
•

How are you planning to do this (activities)

Impact and Accountability (steps 9 – 13)
•

25

What will result from this work, and how will you demonstrate it.
Knowledge Mobilization Planning Table

26
‘Tools’ for building a KMb / KT Strategy
KMb Strategy Table
1. Activity (and matching audiences)
2. Outcomes (and outcome indicators)
3. Impact (and desired timelines)
Summary (paragraph or page)
- Who are your
audience(s)/collaborators
- What are you going to accomplish
(objectives)
- How are you planning to do this
(activities)
- What will result from this work,
and how will you demonstrate it.
(monitoring and evaluation)
27
David Phipps
dphipps@yorku.ca
www.researchimpact.ca
@researchimpact

28

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Building a KMb Strategy Dalhousie 140307

  • 1. Building a Knowledge Mobilization Strategy David Phipps, Executive Director Research & Innovation Services @researchimpact 1
  • 2. Overview 1. Check in on Knowledge Mobilization 2. Building a KMb plan for a research project – strategic framework 3. Case Study 4. Report Back 5. Evaluation 2
  • 3. KMb Summary 1. Confusion around terminology 2. At the basis of KMb is the two-way exchange processes. It is all about relationships and engagement. 3. Co-production distinguishes KMb from: • • 4. 3 Knowledge Translation & Transfer (often thought as one way push) Knowledge Exchange (which does support active two-way exchange) Impact is measured at the level of partners
  • 4. KMb / KT / K2A Research Planning Peter Levesque – Knowledge Mobilization Works http://www.knowledgemobilization.net/ CIHR – Knowledge to Action http://www.cihr-irsc.gc.ca/e/documents/kt_casebook_e.pdf http://www.cihr-irsc.gc.ca/e/documents/kt_lm_ktplan-en.pdf Knowledge Network for Applied Educational Research http://www.knaer-recrae.ca/knowledge-mobilization/knaer-resources Melanie Barwick – 13 Step KT Planning Framework http://www.melaniebarwick.com/training.php 4
  • 5. Knowledge Mobilization Research Planning What is Strategy? A Plan to Fulfill the Goals www.knowledgemobilization.net Knowledge Mobilization Works 5
  • 6. Knowledge Mobilization & Research Planning Where does strategy fit? Vision – Mission – Goals – Strategy – Activity – Outputs – Outcomes - Impact 6
  • 8. Acknowledgements Adapted by research and development from: Dr. Melanie Barwick The Hospital for Sick Children, Toronto and Dr. Donna Lockett KT Consultant 8
  • 10. KMb Planning Template – 13 steps 1. Identify Partners 2. Partner Engagement 3. KMb Expertise 4. Main Messages (for research projects) 5. Audiences 6. Goals 7. Methods 8. Process 9. Impact 10. Partners Role 11. Resources Required 12. Related Budget Items 13. Estimated Costs 10
  • 11. KMb Research Planning Template – 13 steps 13 Steps into 4 Main Headings Engagement (steps 1-5, 10) • Who are your audience(s)/collaborators Goal (steps 4, 6) • What are you going to accomplish (objectives) Activity (steps 7, 8) • How are you planning to do this (activities) Impact and Accountability (steps 9 – 13) • 11 What will result from this work, and how will you demonstrate it.
  • 12. Step 1 – Research Partners  Researchers Brokers Bits  Public / Consumers York U Knowledge Brokers can help identify collaborators for a research project.  Decision Makers (org, comm, govt)  Policy Makers (govt, comm)  Private Sector  Funding Body 12 Leveraging the national network, we can help find research expertise from across Canada.
  • 13. Step 2 – Partner Engagement Option A - Initial – from conception to grave Option B - Early - After conception to grave Option C - End - Dissemination / Project End only Option D - 13 Beyond the project (ongoing, extended) Brokers Bits What does the term ‘partner’ mean to you? Is your expectation clear and consistent with those you’re collaborating with? Be explicit from the beginning. Meaningful engagement requires honest, respectful dialogue.
  • 14. Step 3 – KMb Expertise Needed? Lots of options to consider: Brokers Bits • Researcher with KMb expertise • Consultant with KMb expertise • Knowledge Broker / Specialist • Organizational KMb support • KMb support within the partner organization • Project Manager with KMb responsibility 14 So why a dedicated knowledge broker? Sometimes, simply creating knowledge/products is not good enough. Brokers can help move knowledge into action using an array of tools and activities, tailored to the needs of your audiences.
  • 15. Step 4 – Main Messages What messages do you anticipate sharing? • Briefly, what your research/project seeks to: • You can consider this for multiple audiences 15
  • 16. Step 5 – KMb Audiences What audiences will you target? • Researchers Brokers Bits • Practitioners / Service Providers • Public • Media • Consumers • Decision Makers • Policy makers • Private Sector / Industry What audiences will you prioritize? 16 This is an important element to consider. Understanding your audience(s) will help shape the work you will do. Not all audiences want to receive information the same way.
  • 17. Step 6 – KMb Goals Are you seeking to: Generate • Awareness • Interest • Practice change • Behaviour change • Policy Action Impart • Knowledge • Tools Inform • Research • Policy • Practice 17 Brokers Bits Always consider the ethical and legal principles in your KMb efforts. Consider goals for each audience group you’re engaging.
  • 18. Step 7 – KMb Methods What KMb methods/activities will you use? • Broker / KMb Specialist • Research Summaries • Website / IT • Multi stakeholder collaboration • Mass Media Campaign • Financial Intervention/Incentive • Performance Feedback • Capacity Building / Training • Peer Reviewed Publication • Conference • Social Media Tools • Others... 18 Brokers Bits York has structured their activity into three streams: People – capacity building, internships, and educational efforts Spaces – creating space for people to meet and interact Projects – user generated collaborative project
  • 19. 19
  • 20. Step 8 – KMb Process – when will KMb occur? See Step 2: partner engagement Option 1 • Integrated KMb – researchers and research users will shape the research process (setting questions, methodology, tools, analysis, dissemination...) Option 2 • 20 End of Grant KMb – KMb activities are employed once the project is completed
  • 21. Step 9 – KMb Impact – behaviour, practice, policy, research How will you evaluate impact? • Reach Indicators • Copies Distributed • Copies Requested • # downloads, hits, visits • Media Exposure • Usefulness Indicators • Satisfied With • Usefulness of • Changed Views • Gained Knowledge • Use Indicators • # intend to use • # adapting the information • # using to inform policy/practice • Partnership Indicators (#’s) 21
  • 22. Step 10 – Partners Roles See #2 and #8 How will partners assist in developing, implementing or evaluating the KMb plan? 22
  • 23. Step 11 – Required Resources What resources do you require? • • • • Human Financial IT Web • • • • • • Leadership Management Workers Board Volunteer Others 23
  • 24. Step 12/13 – Budget Items / Estimated Costs Identify budget items related to your plan • • • • • • • • • 24 Knowledge Broker Project Manager / KMb Specialist Clear Language Writer Web development / IT Travel Workshops / Venue Public Relations Web 2.0 (social media) Others
  • 25. KMb Research Planning Template – 13 steps now what? 13 Steps into 4 Main Headings Engagement (steps 1-5, 10) • Who are your audience(s)/collaborators Goal (steps 4, 6) • What are you going to accomplish (objectives) Activity (steps 7, 8) • How are you planning to do this (activities) Impact and Accountability (steps 9 – 13) • 25 What will result from this work, and how will you demonstrate it.
  • 27. ‘Tools’ for building a KMb / KT Strategy KMb Strategy Table 1. Activity (and matching audiences) 2. Outcomes (and outcome indicators) 3. Impact (and desired timelines) Summary (paragraph or page) - Who are your audience(s)/collaborators - What are you going to accomplish (objectives) - How are you planning to do this (activities) - What will result from this work, and how will you demonstrate it. (monitoring and evaluation) 27