Skip to main content
. 2024 Nov 5;19(11):e0301314. doi: 10.1371/journal.pone.0301314

Table 3. Summary overview of checklists satisfying inclusion criteria and utilised in reviewing themes.

No. Checklist Overview of contents
CEPPP Checklists
1. Engagement Toolkit,—H.P.O.I.H. System, 2016 [22] Checklist including all areas of PPI best practice in addition to questionnaire to analyse team collaboration skills.
2. PPEET—Public and Patient Engagement Collaborative MU [20] Set of questionnaires to gather opinions and experiences of PPI members for short-term and long-term participation.
3. Rifkin Spidergram—Rifkin SB, et al., 1988 [25] Use of a plotting system based on 5 separate characteristics of PPI to visually compare and contrast advances and shortcomings between trials.
4. STEPP—Kreindler SA et al., 2016 [38] Checklist designed to monitor and retrospectively review PPI within trials by using a score sheet format
5. The Participation Toolkit, Scottish health Council 2014 [34] Toolkit and questionnaire designed to evaluate facilitation of public and patient members and to assess planning.
6. Well connected–a self-assessment tool on community involvement South J, et al., 2005 [27] This tool focused on a scoring system to analyse public involvement in research with the aim of identifying strengths and weaknesses from this involvement.
7. An Evaluation of In-Person and Online Engagement in Central Newfoundland Wilton P, et al., 2015 [30] Assessing in-person and virtual collaboration and implementation in a trial in Newfoundland. Results of questionnaire were examined and retrospectively showed need for the checklist.
8. PAIR Arora PG, et al., 2015 [31] Checklist includes 5 ‘dimensions’ for examination of PPI used in trials, with specific goal to comment on collaboration, benefits, and lessons learned.
9. PiiAF Group PS, 2014 [21] Checklist taking a two-pronged approach to evaluate firstly the structure and initial planning for PPI and secondly methods to evaluate the impact and contribution of PPI.
10. RAPPORT Wilson P, et al., 2015 [35] Reporting of PPI within six trials using a three-stage approach including dividing types of PPI into a ‘one-off’ model, fully intertwined model and an outreach model.
11. Patients as Partners in Research, Maybee et al., 2016, Maybee et al. 2016 [23, 24] Questionnaire for patient/caregiver and researcher groups to assess quality and organisation of collaboration in PPI.
Literature Review Yield Checklists
1. The Public and Patient Engagement Evaluation Tool Garratt A et al., 2022 [19] Checklist to evaluate PPI for improve health care services and organisation of these methods.
2. Checklist for Public Involvement in Clinical Effectiveness Processes Committee NCE 2018 [26] Questionnaire based evaluation of PPI used in trials for patient participants including pre-trial deliberations and collaboration throughout trial.
3. Metrics and Evaluation Tools for Patient Engagement in Healthcare Organisation Dukhanin V et al., 2018 [28] Review of advantages and disadvantages of current PPI evaluation checklists including pointers for future research.
4. A protocol for the evaluation of the process and impact of embedding formal and experiential Public and Patient Involvement training in a structured PhD programme Foley L et al., 2021 [29] A protocol of using focus groups, reflections and individual interviews to assess PPI use during PhD programmes.
5. Public Participation Methods Rowe G, Frewer, L. J, 2000 [13] A checklist concerned with theoretically evaluating PPI by analysing acceptance and process criteria.
6. Evaluating Organisational Collaborations Woodland RH, Hutton, M. S., 2018 [32] An accumulation of 5 aims of PPI evaluation including describing participation, examining collaboration and measure effects of participation over time.
7. GRIPP2 Staniszewska S et al., 2017 [33] An international approach to evaluating PPI with an evidence-based checklist which aims to evaluate transparency and quality of PPI in research.
8. Dialogue Model Applied Broerse JE et al., 2010 [36] Application of the dialogue model to a trial identified similarities and differences in the ideas of the research group compared to the patient group.
9. Dialogue Model Abma TA, Broerse JE, 2010 [37] This checklist contained six phases of evaluation of PPI based on review of case studies related to chronic disease management.