Table 1.
Stages of Engagement | Description |
---|---|
Stage 1: initial contact | Initial contact between client and consult service representative Consult meeting is scheduled Request for consult form is sent before the consult meeting |
Stage 2: consultation meeting | Includes discussing project and specific needs of the individual or organization Meeting summary including recommended next steps is provided Consult meeting satisfaction form is sent 2 weeks post initial meeting |
Stage 3: follow-up | Specific service need identified Information provided to individual or organization (sample forms, articles, contact information, etc.) |
Stage 4: planning | Necessary courses of action to complete project tasks are identified |
Stage 5: implementation | Implementation of project tasks |
Stage 6: completion | Project completed Long-term follow-up service is sent 6 months to 1 year following project completion |
To effectively track the progress of research projects, a 6-level “Stages of Engagement” model was developed to allow the consult team to assess where the client is in their project and to determine which steps in the research process the client has completed from the point of initial contact (stage 1) to research project completion (stage 6).