Table 4. Guidance for Proposal Development .
Criteria Associated with Success | Rationale | Implications for Funders | Implications for Health System | Implications for Researchers |
Identification of important, researchable, feasible question | The purpose of collaborative research is to address research questions of importance to KUs. The proposal must also meet grant criteria and be feasible within the funds available. |
- Support planning grants to promote collaborative development of useful questions - Include in application process request for evidence that research question is key priority for KUs (eg, letter of support from KUs) - Include in review process reviewer guidelines to assess relevance and potential impact of the project, its feasibility, and adequacy of funding requested to complete the task |
- Establish KU organizational process for prioritizing research questions of relevance to health system - Develop, in collaboration with affected partners, mechanisms to reach consensus on the research question - Clarify areas of expertise (research, program) for formulating question - If questions have been determined by one or more senior decision-makers, ensure that rationale for decision is clearly communicated within the organization |
- In collaboration with KU partners develop mechanisms to reach consensus on the research question - Clarify areas of expertise (research, program) for formulating question |
Good project management practice | The complexity, and short time lines of many grant opportunities require efficient time management and good coordination. | - Support planning grants to enable prospective teams to develop needed infrastructure |
- As a team, develop work plan with time lines and assigned responsibilities - Identify and negotiate needed organizational logistical support before beginning task |
- As a team, develop work plan with time lines and assigned responsibilities - Consider use of development or other funds to support work best conducted from within the partner organization(s) |
Support for role of identified relationship broker | Time constraints risk making this phase simply task oriented. A relationship broker is needed to flag potentially sensitive areas or misunderstandings, negotiate between diverse perspectives and competing priorities, and address roadblocks in a timely way. | - Ensure funding guidelines recognize importance of funding such individuals in KU organizations and recognize related costs as eligible expenses |
- Ask for regular updates from the relationship broker to identify potential areas of difficulty, and specific areas where KUs may need assistance (eg, developing CVs) - Provide support in addressing any identified problems - Ensure relationship broker has direct access to decision- makers |
- Work with relationship broker to understand KU organization(s) and cultures - Ask for regular updates on tasks to be completed by organizational members, and any difficulties encountered |
Abbreviation: KU, knowledge user.