Table 2.

Engagement Goals and Key Activities

Goal for engagement	Key activities
Develop SICP adaptation	Involve PFAs and other partners in development of • The training materials • Patient facing materials, for SICP and for study recruitment • ACP workflows
Focus on important outcomes that matter to patients and their families	Use numerous mechanisms (e.g., focus groups, surveys, and break-out sessions at meetings) to capture ideas, thoughts, suggestions from early stages through decision making on outcomes measurement, analysis, and reporting.
Assure successful implementation of SICP	Include PFAs in PBRN Operations Groups to ensure that their ideas are heard and integrated into workflows that address both patient needs and the differences across practices. Ensure clinicians and administrators provide critical perspectives so that SICP implementation is feasible. Support clinics in engaging their patients and their communities in promoting ACP and the study. Enhance study recruitment and retention strategies.
Promoting integration of ACP in primary care	Develop strong relationships with patient, family, clinician, and primary care practice partners to increase comfort with SICP and ACP conversations. Document implementation barriers and facilitators from multiple perspectives to encourage replication and spread. Explore ways of engaging patients, families, and PCCs and practices in this conversation outside study parameters (ongoing communication).

ACP, advance care planning; PBRN, practice-based research network; PFA, Patient and Family Advisor.