"hybrid" kt & project planning template

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www.neurodevnet.ca “HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS – KBHN (formerly NeuroDevNet) KT Core June 22, 2015 Authors: Anneliese Poetz, David Phipps, Michael Johnny “HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

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Page 1: "Hybrid" KT & Project Planning Template

www.neurodevnet.ca

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

KBHN (formerly NeuroDevNet) KT CoreJune 22, 2015

Authors:Anneliese Poetz, David Phipps, Michael Johnny

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

Page 2: "Hybrid" KT & Project Planning Template

Introduction to this Guide Document

The purpose of this document is to help you think through and sketch out both the project management and knowledge translation planning aspects of your chosen high impact research projects. While it is critical to have a KT Plan in place it is equally important to have a project management plan with clear deliverables and timelines. After reviewing several KT Planning guides1,2, as well as examples of project charters it became clear that we needed to create a tool that combined both KT planning and project management components in order to accommodate this need. Since such a document does not currently exist, this document, a ‘hybrid’ KT/Project Planning tool was created. While it can be applied to any research project, it was created to serve as a ‘project charter’ for each of the High Impact Projects for Cycle II. It will serve as a reference document for your KT Plan in much the same way as your research proposal serves as a reference document when you are carrying out your research; you can see what

out this document it will not only help you plan and track your KT activities for your research project, it will also help you plan in advance for (collecting data towards) evaluating the intended and unintended impacts of your work—which will make your progress reporting easier.

We wish to thank Melanie Barwick (Sick Kids) and Purnima Sundar (Ontario Centre of Excellence for Child and Youth Mental Health) for permission to use content from their KT Planning tools.

1 Melanie Barwick’s KT Planning Template http://www.melaniebarwick.com/training.php2 Ontario Centre of Excellence for Child and Youth Mental Health http://www.kmbtoolkit.ca/

NeuroDevNet’s Goals

Your ResearchProject’s Goals

Your KT Plan’s Goals

Figure 1. ‘Map’ connecting tables 2.1, 2.2 and 2.3 to illustrate how your KT Plan will be nested within your project, and the Network. Arrows depict how your evaluation of your KT Plan’s goals by default contribute to measurement of your project’s goals and subsequently NeuroDevNet’s goals.

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

1.0

2

Page 3: "Hybrid" KT & Project Planning Template

Instructions for HIPs using this Template

Use this template in conjunction with the GUIDE which contains additional explanation for each section The KT Core

You will be

September 2015 where it will be signed by all project team members including partners/collaborators and the KT Core. This document, once completed and signed, will serve as both a ‘contract’ among all project team members, partners/collaborators, and NeuroDevNet’s KT Core as well as a living document which will be revisited/revised annually.

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

1.1

Colour Key for Sections of the Hybrid Template

1.0 INTRODUCTION

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E

3

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2.0 RESEARCH PROJECT DETAILS

3 copy/paste from project info you emailed to KT Core when High Impact Project candidates were solicited in March 2015

Program of research:

Target Project Completion Date: Version No. Version Date:

Project Team Members: Title* Name*

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

Project Name:

Project background3:

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

PART A: Your Research Project2.0 WHAT

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E4

*CAUTION: Titles and Names are all linked between Section 2.1 (Research Project Details), Table 3.1 (WHO) and Table E.1 (Signatures). Any changes to Titles or Names in ANY of those tables will affect the other linked fields. However, the fields to the right on this page are NOT linked to the Name, so use caution whenever adding, deleting, editing or rearranging Titles or Names.

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TABLE 2.1 NeuroDevNet’s Network Goals

NeuroDevNet’s specific Network Goals (latest draft as of June 19, 2015)

NG1 - IMPACTFUL DISCOVERYUse a transdisciplinary approach with multidisciplinary research teams to develop solutions to critical patient and family-identified problems of prevention, early diagnosis, evidence-based interventions and improved support for families. Partnerships are used to help enable results to reach the front-lines.

N.Obj 1: Conduct high quality research in high-impact areas as identified by partners, patients, and/or families supported by evidence.

N.Obj 2: Maximize the impact potential for programs, projects and cores through KT planning for valorization / commercialization opportunities.

N.Obj 3: Drive cross-project collaboration and/or sharing where feasible and valuable.

N.Obj 4: Develop and leverage front line partnerships to accelerate the dissemination of NDN informed research results.

NG2 - TRAININGDevelop a national training program to provide the next generation of researchers with training in developmental neurosciences to improve their competiveness in areas deemed relevant to potential employers.

N.Obj 5: Provide trainees with experiences and tools to enter the workforce.

N.Obj 6: Fill trainee knowledge gaps in academic programs.

N.Obj 7: Expose trainees to different research environments.

TABLE 2.1 represents NeuroDevNet’s re-defined Network goals. Please reference these goals when filling out table 2.2 as they correspond to the goals that your research project addresses.

NG3 - AWARENESSRaise awareness of childhood neurodevelopmental disorders in order to accelerate high impact changes to improve the lives of patients and families and reduce the disease burden upon society.

N.Obj 8: Work with partners to elaborate a policy position on high impact topic areas with an associated implementation strategy.

N.Obj 9: Raise the profile and visibility of NDN to advance such objectives as fundraising and policy impact.

NG4 - PARTNERSExpand the reach of the network by developing and strengthening key national and international partnerships to leverage existing resources ($ and in-kind) and build Canada’s international visibility.

N.Obj 10: Develop a charitable foundation to better be able to raise prospective partnership funds.

N.Obj 11: Establish at least three major financial partnerships ($1 million +) to provide additional financial support for research and commercialization, including research valorization.

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

PART A: Your Research Project2.0 WHAT

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E5

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TABLE 2.2 Type (or copy and paste) your project’s goals from your proposal:

Your Research Project’s Goals

Goals of your research:

Select from the list below, to indicate which NeuroDevNet goal(s) your research goals will address

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

PART A: Your Research Project2.0 WHAT

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E6

NG1 Impactful discoveryNG2 TrainingNG3 AwarenessNG4 Partners

NG1 Impactful discoveryNG2 TrainingNG3 AwarenessNG4 Partners

NG1 Impactful discoveryNG2 TrainingNG3 AwarenessNG4 Partners

NG1 Impactful discoveryNG2 TrainingNG3 AwarenessNG4 Partners

NG1 Impactful discoveryNG2 TrainingNG3 AwarenessNG4 Partners

NG1 Impactful discoveryNG2 TrainingNG3 AwarenessNG4 Partners

R1

R2

R3

R4

R5

R6

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TABLE 2.3 Use this table to outline the goals for your KT plan, relating them to the goals of your research project by check box.

Your Research Project’s Goals as entered in Table 2.2

Goals of your research:

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

PART B: Your KT Plan2.1 Your KT Goals

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E7

2.1 YOUR KT GOALSUse Table 2.3 to outline the goals for your KT plan and relate them to the goals for your research project, by selecting appropriate check box(es).

Select correspondingResearch Goals thatrelate to your KT Goals

Goal of your KT Plan:

Your KT Plan’s Goals(this Table allows entry of up to six KT Plan goals, one per page)

A.

By filling in Tables 2.2 and 2.3, you now have a KT plan that is nested within the overall goals of your research project, and the Network.

R1

R2

R3

R4

R5

R6

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TABLE 2.3 Use this table to outline the goals for your KT plan, relating them to the goals of your research project by check box.

Your Research Project’s Goals as entered in Table 2.2

Goals of your research:

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

PART B: Your KT Plan2.1 Your KT Goals

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E8

2.1 YOUR KT GOALSUse Table 2.3 to outline the goals for your KT plan and relate them to the goals for your research project, by selecting appropriate check box(es).

Select correspondingResearch Goals thatrelate to your KT Goals

Goal of your KT Plan:

Your KT Plan’s Goals(this Table allows entry of up to six KT Plan goals, one per page)

B.

By filling in Tables 2.2 and 2.3, you now have a KT plan that is nested within the overall goals of your research project, and the Network.

R1

R2

R3

R4

R5

R6

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TABLE 2.3 Use this table to outline the goals for your KT plan, relating them to the goals of your research project by check box.

Your Research Project’s Goals as entered in Table 2.2

Goals of your research:

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

PART B: Your KT Plan2.1 Your KT Goals

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E9

2.1 YOUR KT GOALSUse Table 2.3 to outline the goals for your KT plan and relate them to the goals for your research project, by selecting appropriate check box(es).

Select correspondingResearch Goals thatrelate to your KT Goals

Goal of your KT Plan:

Your KT Plan’s Goals(this Table allows entry of up to six KT Plan goals, one per page)

C.

By filling in Tables 2.2 and 2.3, you now have a KT plan that is nested within the overall goals of your research project, and the Network.

R1

R2

R3

R4

R5

R6

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TABLE 2.3 Use this table to outline the goals for your KT plan, relating them to the goals of your research project by check box.

Your Research Project’s Goals as entered in Table 2.2

Goals of your research:

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

PART B: Your KT Plan2.1 Your KT Goals

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E10

2.1 YOUR KT GOALSUse Table 2.3 to outline the goals for your KT plan and relate them to the goals for your research project, by selecting appropriate check box(es).

Select correspondingResearch Goals thatrelate to your KT Goals

Goal of your KT Plan:

Your KT Plan’s Goals(this Table allows entry of up to six KT Plan goals, one per page)

D.

By filling in Tables 2.2 and 2.3, you now have a KT plan that is nested within the overall goals of your research project, and the Network.

R1

R2

R3

R4

R5

R6

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TABLE 2.3 Use this table to outline the goals for your KT plan, relating them to the goals of your research project by check box.

Your Research Project’s Goals as entered in Table 2.2

Goals of your research:

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

PART B: Your KT Plan2.1 Your KT Goals

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E11

2.1 YOUR KT GOALSUse Table 2.3 to outline the goals for your KT plan and relate them to the goals for your research project, by selecting appropriate check box(es).

Select correspondingResearch Goals thatrelate to your KT Goals

Goal of your KT Plan:

Your KT Plan’s Goals(this Table allows entry of up to six KT Plan goals, one per page)

E.

By filling in Tables 2.2 and 2.3, you now have a KT plan that is nested within the overall goals of your research project, and the Network.

R1

R2

R3

R4

R5

R6

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TABLE 2.3 Use this table to outline the goals for your KT plan, relating them to the goals of your research project by check box.

Your Research Project’s Goals as entered in Table 2.2

Goals of your research:

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

PART B: Your KT Plan2.1 Your KT Goals

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E12

2.1 YOUR KT GOALSUse Table 2.3 to outline the goals for your KT plan and relate them to the goals for your research project, by selecting appropriate check box(es).

Select correspondingResearch Goals thatrelate to your KT Goals

Goal of your KT Plan:

Your KT Plan’s Goals(this Table allows entry of up to six KT Plan goals, one per page)

F.

By filling in Tables 2.2 and 2.3, you now have a KT plan that is nested within the overall goals of your research project, and the Network.

R1

R2

R3

R4

R5

R6

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

TABLE 2.4 Things that are “in scope” and “out of scope” items for your KT plan

“IN” Scope

Describe specific items that WILL be included as part of the KT work performed as part of this research project

“OUT” of Scope

Use Table 2.4 to list items that are within and outside of the scope of this project. Things that are in scope are achievable with the time and resources available for this project. Things that are out of scope are things that might be possible with unlimited resources but are not realistically achievable within the resource and time limitations of this project.

Describe specific items that WILL NOT be included as part of the KT work performed as part of this research project

PART B: Your KT Plan2.2 Project Scope

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E13

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

Table 3.1 below should be auto-populated from the information you entered into Table 2.0 such as the project sponsor, project team members including partners/collaborators and other stakeholders. Use Table 3.1 to indicate each individuals’ roles and responsibilities. Certain columns have a multiple selection list where you can select (highlight) your chosen answer(s) as well as an area below the list where you can enter your own description (e.g. in case the answer that is most accurate for your situation is not contained within the multiple selection list). Note the GUIDE contains hypothetical information as an example to show you how to fill out the table.

See section 4.3 Reporting for questions that will help you think through responsibilities for reporting and evaluation, then assign these responsibilities to one or more individuals within this table.

PART B: Your KT Plan3.0 WHO

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E14

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PART B: Your KT Plan3.0 WHO

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

TABLE 3.1 All project team members4, roles and contact information page 1

When selecting or deselecting within a multiple selection menu (as used below), PC users should hold CTRL key and left click on the menu item(s), and Mac users should hold CMND key and left click on the menu item(s).

Title* Role(s) /Responsibilities5

Degree of PartnerEngagement

Organization& Location

KT Expertiseon Team

4 Project team: Include: researchers, caregivers and families, children and youth, general public, decision makers, government partners, private sector/industry, research funding body, volunteers, community partners, practitioner/service providers, others.

5 Partners: What do your partners bring to the table? How will your partner(s) assist with planning, doing and evaluating your KT efforts?

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E15

Name*

Email Address

*CAUTION: Titles and Names are all linked between Section 2.1 (Research Project Details), Table 3.1 (WHO) and Table E.1 (Signatures). Any changes to Titles or Names in ANY of those tables will affect the other linked fields. However, the fields to the right on this page are NOT linked to the Name, so use caution whenever adding, deleting, editing or rearranging Titles or Names.

2.

1.

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PART B: Your KT Plan3.0 WHO

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

TABLE 3.1 All project team members4, roles and contact information page 2

When selecting or deselecting within a multiple selection menu (as used below), PC users should hold CTRL key and left click on the menu item(s), and Mac users should hold CMND key and left click on the menu item(s).

Title* Role(s) /Responsibilities5

Degree of PartnerEngagement

Organization& Location

KT Expertiseon Team

4 Project team: Include: researchers, caregivers and families, children and youth, general public, decision makers, government partners, private sector/industry, research funding body, volunteers, community partners, practitioner/service providers, others.

5 Partners: What do your partners bring to the table? How will your partner(s) assist with planning, doing and evaluating your KT efforts?

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E16

Name*

Email Address

*CAUTION: Titles and Names are all linked between Section 2.1 (Research Project Details), Table 3.1 (WHO) and Table E.1 (Signatures). Any changes to Titles or Names in ANY of those tables will affect the other linked fields. However, the fields to the right on this page are NOT linked to the Name, so use caution whenever adding, deleting, editing or rearranging Titles or Names.

4.

3.

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PART B: Your KT Plan3.0 WHO

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

TABLE 3.1 All project team members4, roles and contact information page 3

When selecting or deselecting within a multiple selection menu (as used below), PC users should hold CTRL key and left click on the menu item(s), and Mac users should hold CMND key and left click on the menu item(s).

Title* Role(s) /Responsibilities5

Degree of PartnerEngagement

Organization& Location

KT Expertiseon Team

4 Project team: Include: researchers, caregivers and families, children and youth, general public, decision makers, government partners, private sector/industry, research funding body, volunteers, community partners, practitioner/service providers, others.

5 Partners: What do your partners bring to the table? How will your partner(s) assist with planning, doing and evaluating your KT efforts?

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E17

Name*

Email Address

*CAUTION: Titles and Names are all linked between Section 2.1 (Research Project Details), Table 3.1 (WHO) and Table E.1 (Signatures). Any changes to Titles or Names in ANY of those tables will affect the other linked fields. However, the fields to the right on this page are NOT linked to the Name, so use caution whenever adding, deleting, editing or rearranging Titles or Names.

6.

5.

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PART B: Your KT Plan3.0 WHO

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

TABLE 3.1 All project team members4, roles and contact information page 4

When selecting or deselecting within a multiple selection menu (as used below), PC users should hold CTRL key and left click on the menu item(s), and Mac users should hold CMND key and left click on the menu item(s).

Title* Role(s) /Responsibilities5

Degree of PartnerEngagement

Organization& Location

KT Expertiseon Team

4 Project team: Include: researchers, caregivers and families, children and youth, general public, decision makers, government partners, private sector/industry, research funding body, volunteers, community partners, practitioner/service providers, others.

5 Partners: What do your partners bring to the table? How will your partner(s) assist with planning, doing and evaluating your KT efforts?

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E18

Name*

Email Address

*CAUTION: Titles and Names are all linked between Section 2.1 (Research Project Details), Table 3.1 (WHO) and Table E.1 (Signatures). Any changes to Titles or Names in ANY of those tables will affect the other linked fields. However, the fields to the right on this page are NOT linked to the Name, so use caution whenever adding, deleting, editing or rearranging Titles or Names.

8.

7.

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PART B: Your KT Plan3.0 WHO

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

TABLE 3.1 All project team members4, roles and contact information page 5

When selecting or deselecting within a multiple selection menu (as used below), PC users should hold CTRL key and left click on the menu item(s), and Mac users should hold CMND key and left click on the menu item(s).

Title* Role(s) /Responsibilities5

Degree of PartnerEngagement

Organization& Location

KT Expertiseon Team

4 Project team: Include: researchers, caregivers and families, children and youth, general public, decision makers, government partners, private sector/industry, research funding body, volunteers, community partners, practitioner/service providers, others.

5 Partners: What do your partners bring to the table? How will your partner(s) assist with planning, doing and evaluating your KT efforts?

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E19

Name*

Email Address

*CAUTION: Titles and Names are all linked between Section 2.1 (Research Project Details), Table 3.1 (WHO) and Table E.1 (Signatures). Any changes to Titles or Names in ANY of those tables will affect the other linked fields. However, the fields to the right on this page are NOT linked to the Name, so use caution whenever adding, deleting, editing or rearranging Titles or Names.

10.

9.

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PART B: Your KT Plan3.0 WHO

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

TABLE 3.1 All project team members4, roles and contact information page 6

When selecting or deselecting within a multiple selection menu (as used below), PC users should hold CTRL key and left click on the menu item(s), and Mac users should hold CMND key and left click on the menu item(s).

Title* Role(s) /Responsibilities5

Degree of PartnerEngagement

Organization& Location

KT Expertiseon Team

4 Project team: Include: researchers, caregivers and families, children and youth, general public, decision makers, government partners, private sector/industry, research funding body, volunteers, community partners, practitioner/service providers, others.

5 Partners: What do your partners bring to the table? How will your partner(s) assist with planning, doing and evaluating your KT efforts?

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E20

Name*

Email Address

*CAUTION: Titles and Names are all linked between Section 2.1 (Research Project Details), Table 3.1 (WHO) and Table E.1 (Signatures). Any changes to Titles or Names in ANY of those tables will affect the other linked fields. However, the fields to the right on this page are NOT linked to the Name, so use caution whenever adding, deleting, editing or rearranging Titles or Names.

12.

11.

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

TABLE 4.1 starts next page KT activities and target audiences toward expected/intended outcome(s)

Please fill in Table 4.1 with information about how your KT plan will be delivered in the context of your research project. The column shaded pink is distinguished from all the other columns, because you won’t actually be able to craft your main messages until the research is completed. However, you need to think about your target audience(s)/knowledge users now (at the beginning of the project) so you can inform the rest of your KT Plan with them in mind. In other words, identifying your target audience(s)/KUs and crafting your intended outcome(s) for each, will help you determine what KT activities you will plan and budget for.

4.1 How are you going to “Do” your KT? PART B: Your KT Plan4.0 HOW

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E21

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

TABLE 4.1 KT activities and target audiences toward expected/intended outcome(s) page 1

PART B: Your KT Plan4.0 HOW

6 Guide to Knowledge Translation Planning at CIHR : Integrated and End-of-Grant Approaches : http://www.cihr-irsc.gc.ca/e/45321.html#a32.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E22

KT Activity KT Process (choose one for each KT activity)6

Target audience/Knowledge Users (KUs)

Intended Outcome(s)for Each Audience

What knowledge do you want to mobilize? What are the main messages that you want to share?

When selecting or deselecting within a multiple selection menu (e.g. KUs column), PC users should hold CTRL key and left click on the menu item(s), and Mac users should hold CMND key and left click on the menu item(s).

iKT/stakeholderengagement activities

End-of-grant KT

Both

1.

iKT/stakeholderengagement activities

End-of-grant KT

Both

2.

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

TABLE 4.1 KT activities and target audiences toward expected/intended outcome(s) page 2

PART B: Your KT Plan4.0 HOW

6 Guide to Knowledge Translation Planning at CIHR : Integrated and End-of-Grant Approaches : http://www.cihr-irsc.gc.ca/e/45321.html#a32.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E23

KT Activity KT Process (choose one for each KT activity)6

Target audience/Knowledge Users (KUs)

Intended Outcome(s)for Each Audience

What knowledge do you want to mobilize? What are the main messages that you want to share?

When selecting or deselecting within a multiple selection menu (e.g. KUs column), PC users should hold CTRL key and left click on the menu item(s), and Mac users should hold CMND key and left click on the menu item(s).

iKT/stakeholderengagement activities

End-of-grant KT

Both

3.

iKT/stakeholderengagement activities

End-of-grant KT

Both

4.

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

TABLE 4.1 KT activities and target audiences toward expected/intended outcome(s) page 3

PART B: Your KT Plan4.0 HOW

6 Guide to Knowledge Translation Planning at CIHR : Integrated and End-of-Grant Approaches : http://www.cihr-irsc.gc.ca/e/45321.html#a32.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E24

KT Activity KT Process (choose one for each KT activity)6

Target audience/Knowledge Users (KUs)

Intended Outcome(s)for Each Audience

What knowledge do you want to mobilize? What are the main messages that you want to share?

When selecting or deselecting within a multiple selection menu (e.g. KUs column), PC users should hold CTRL key and left click on the menu item(s), and Mac users should hold CMND key and left click on the menu item(s).

iKT/stakeholderengagement activities

End-of-grant KT

Both

5.

iKT/stakeholderengagement activities

End-of-grant KT

Both

6.

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

TABLE 4.1 KT activities and target audiences toward expected/intended outcome(s) page 4

PART B: Your KT Plan4.0 HOW

6 Guide to Knowledge Translation Planning at CIHR : Integrated and End-of-Grant Approaches : http://www.cihr-irsc.gc.ca/e/45321.html#a32.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E25

KT Activity KT Process (choose one for each KT activity)6

Target audience/Knowledge Users (KUs)

Intended Outcome(s)for Each Audience

What knowledge do you want to mobilize? What are the main messages that you want to share?

When selecting or deselecting within a multiple selection menu (e.g. KUs column), PC users should hold CTRL key and left click on the menu item(s), and Mac users should hold CMND key and left click on the menu item(s).

iKT/stakeholderengagement activities

End-of-grant KT

Both

7.

iKT/stakeholderengagement activities

End-of-grant KT

Both

8.

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

Fill in Table 4.2 with information about the budget you have for your KT Activities. How will your KT activities be funded? (you can lift this information from your previously established budget for KT activities, that was contained within your research proposal to NeuroDevNet).

Note: the KT Core can provide support and consultation but cannot fund your activities.

Please identify any activities including those of your partners, receptors and other stakeholders that will also require external funding, and indicate in the corresponding cells in the table how much funding you require and for which year(s). The KT Core will work with you to identify new sources of funding including cash and in-kind contributions from partners.

TABLE 4.2 Research project’s budget for KT activities

Budget Category TOTAL $Year 9(2018 / 2019)

Year 8(2017 / 2018)

Year 7(2016 / 2017)

Year 6(2015 / 2016)

TOTALS - Yearly and Overall KT Budget

PART B: Your KT Plan4.0 HOW

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E26

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

It is a reality that sometimes things happen that prevent us from accomplishing what we set out to do. In the above sections you have thought through how you are going to “do” your KT activities for your research project. In order to maximize your chances of being able to accomplish the things you are setting out to do, you need to think through any risks (things that hopefully won’t happen but have the potential to), constraints (e.g. budget, human resources, legal, ethical), assumptions and any outstanding issues. Once you list these, you should have a contingency plan for what you can do in the event one of the things you list as a ‘risk’ happens, so that you can make sure your KT plan has the greatest potential to be operationalized as you planned. Use Table 4.3 to outline any risks, constraints, assumptions or outstanding issues pertaining to your project team’s ability to carry out your KT activities. See the GUIDE for examples.

TABLE 4.3 Risks, constraints, assumptions and issues, with associated mitigation and/or contingency plan

Risk / constraint / assumption / issues Mitigation and / or contingency plan

4.2 Risks, Constraints and Other IssuesPART B: Your KT Plan4.0 HOW

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E27

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

In order to make sure the project proceeds as planned, it is necessary to figure out how you are going to communicate within your project team, as well as with NeuroDevNet’s KT Core.

• How will you report on the progress of your project, and how often?

• Who will be responsible for communicating your progress?

• What information do you need to share, and to whom, in order to keep the delivery of the KT activities on-track?

• As part of your evaluation plan you should decide who will collect and report on indicator data. What is the source of the data, how often do they report and to who? Refer to section 7.0 about evaluation/measurement including indicators.

You should articulate these responsibilities when entering information into Table 3.1.

4.3 ReportingPART B: Your KT Plan4.0 HOW

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E28

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

When selecting or deselecting within a multiple selection menu, PC users should hold CTRL key and left click on the menu item(s), and Mac users should hold CMND key and left click on the menu item(s).

When you think about the rationale for your KT Plan, it can help you refine your ideas further. You will not be able to fill out Table 5.1 until your research is complete and you have messages to share based on your findings. Once you are able to complete Tables 5.1 and 5.2 you should refer back to the goals that you set for your KT plan (Table 2.3) and decide within your project team whether you need to go back and revisit your KT activities (Table 4.1) and make revisions.

TABLE 5.1 Rationale for your KT plan, based on expected impact page 1

Why are these messages meaningful? Why should others see or use this product?

Why are you doing this? What impact10

are you trying to have with your KT efforts?

PART B: Your KT Plan5.0 WHY

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E29

What knowledge do you want to mobilize? What are the main messages that you want to share?

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

When selecting or deselecting within a multiple selection menu, PC users should hold CTRL key and left click on the menu item(s), and Mac users should hold CMND key and left click on the menu item(s).

When you think about the rationale for your KT Plan, it can help you refine your ideas further. You will not be able to fill out Table 5.1 until your research is complete and you have messages to share based on your findings. Once you are able to complete Tables 5.1 and 5.2 you should refer back to the goals that you set for your KT plan (Table 2.3) and decide within your project team whether you need to go back and revisit your KT activities (Table 4.1) and make revisions.

TABLE 5.1 Rationale for your KT plan, based on expected impact page 2

Why are these messages meaningful? Why should others see or use this product?

Why are you doing this? What impact10

are you trying to have with your KT efforts?

PART B: Your KT Plan5.0 WHY

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E30

What knowledge do you want to mobilize? What are the main messages that you want to share?

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

When selecting or deselecting within a multiple selection menu, PC users should hold CTRL key and left click on the menu item(s), and Mac users should hold CMND key and left click on the menu item(s).

When you think about the rationale for your KT Plan, it can help you refine your ideas further. You will not be able to fill out Table 5.1 until your research is complete and you have messages to share based on your findings. Once you are able to complete Tables 5.1 and 5.2 you should refer back to the goals that you set for your KT plan (Table 2.3) and decide within your project team whether you need to go back and revisit your KT activities (Table 4.1) and make revisions.

TABLE 5.1 Rationale for your KT plan, based on expected impact page 3

Why are these messages meaningful? Why should others see or use this product?

Why are you doing this? What impact10

are you trying to have with your KT efforts?

PART B: Your KT Plan5.0 WHY

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E31

What knowledge do you want to mobilize? What are the main messages that you want to share?

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

When selecting or deselecting within a multiple selection menu, PC users should hold CTRL key and left click on the menu item(s), and Mac users should hold CMND key and left click on the menu item(s).

When you think about the rationale for your KT Plan, it can help you refine your ideas further. You will not be able to fill out Table 5.1 until your research is complete and you have messages to share based on your findings. Once you are able to complete Tables 5.1 and 5.2 you should refer back to the goals that you set for your KT plan (Table 2.3) and decide within your project team whether you need to go back and revisit your KT activities (Table 4.1) and make revisions.

TABLE 5.1 Rationale for your KT plan, based on expected impact page 4

Why are these messages meaningful? Why should others see or use this product?

Why are you doing this? What impact10

are you trying to have with your KT efforts?

PART B: Your KT Plan5.0 WHY

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E32

What knowledge do you want to mobilize? What are the main messages that you want to share?

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

KT Activity(will automatically fill from the same column in Table 4.1)

TABLE 5.2 Rationale for your chosen KT strategy page 1

Why are you choosing these strategies? Why are they best for you? Consider what resources you have available (refer to table 4.2), how complex the information is that you are trying to mobilize and how connected your target audience is to this information.

PART B: Your KT Plan5.0 WHY

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E33

1.

2.

3.

4.

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

KT Activity(will automatically fill from the same column in Table 4.1)

TABLE 5.2 Rationale for your chosen KT strategy page 2

Why are you choosing these strategies? Why are they best for you? Consider what resources you have available (refer to table 4.2), how complex the information is that you are trying to mobilize and how connected your target audience is to this information.

PART B: Your KT Plan5.0 WHY

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E34

5.

6.

7.

8.

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

7 Mobilizers could be your dedicated KT person on your project team, champions/key individuals in the community who have large networks of stakeholders who they have a trusting relationship with.

8 Are there other things going on during the project that will have an impact on your ability to carry out your activities at the times you want to do them? Do you have the time and resources you will need to achieve your intended impact?

When do you intend to implement this plan? Ensure that your timelines make sense for both the target audience as well as your project team, including the mobilizers.7, 8 Keep these things in mind as you fill in the chart below.

The start and end-dates for the entire research project will be found in your original research proposal but you may not have defined start and end dates for your KT activities. Please use Tables 6.1 and 6.2 to enter these dates. The KT Core will use this information to enter into MS Project in order to create a detailed timeline for your KT plan.

KT Activity(will automatically fill from the same column in Table 4.1)

TABLE 6.2 When will KT occur? Use the following table to detail the project’s KT deliverables and timeline.

Start Date End Date

Timeline for your entire research project:

TABLE 6.1 What is the start and end date for your entire high impact research project?

End DateStart Date

PART B: Your KT Plan6.0 WHEN

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E35

1.

2.

3.

4.

5.

6.

7.

8.

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

7.0 MeasureRefer back to the goals that you outlined in Table 2.3. How will you know if you have achieved them? Your KT activities, outputs (deliverables) and indicators should all relate to the achievement of your KT goals. You should strive for a combination of quantitative and qualitative indicators. Usually, indicators for research and dissemination are more quantitative (e.g. # of research questions informed by stakeholders, # of publications) while indicators for uptake, implementation and impact are more qualitative in nature. Interviews can inform a narrative ‘success story’ while a quantitative measure of impact can be # of success stories written.

7.1 Evaluation Framework and IndicatorsNeuroDevNet has adopted Phipps’ Co-Produced Pathway to Impact (CPPI) evaluation framework. Basically, the framework shows stakeholder engagement including interaction between researchers, partners and end-users (which the NCE refers to as ‘receptors’) throughout the research process from the beginning of the research,

through dissemination, uptake, implementation and eventual impact (improved lives of children with neurodevelopmental disorders and their families through policy and/or practice change informed by your research findings). Please consider developing indicators for your project as it progresses through each stage of this framework from research to impact.

7.0 MEASURE

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E

ACADEMIC RESEARCHERS

PARTNERS AND RECEPTORS IMPACT

STA

KE

HO

LDE

R E

NG

AG

EM

EN

T

RESEARCHDISSEMINATION

UPTAKEIMPLEMENTATION

IMPROVEDSERVICE DELIVERY,

CLINICAL PRACTICES AND POLICY

ADOPTION & USE OFEVIDENCE

AWARENESS & ACCESS TO

EVIDENCE

EVIDENCE & INPUTS

Figure 2. Phipps’ Co-Produced Pathway to Impact evaluation framework for NeuroDevNet NCE

36

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7.1 Evaluation Framework and Indicators continued7.0 MEASURE

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E

Use the example indicators in Table 7.1a in the Guide to help you think about which indicators would make sense for your project, as well as how they would map onto NeuroDevNet’s evaluation framework (the Co-Produced Pathway to Impact). Please note, these are examples only to stimulate your thinking, please use as-is and/or modify them to suit your project’s context/situation as appropriate. Several of the indicators in Table 7.1a (in the Guide) were included in NeuroDevNet’s renewal application so we have an obligation to collect data on them. To this end, please try to report on as many of these as you are able to.

The different sections of the CPPI are represented in the column headings in Table 7.1b. The goals of your KT plan will be auto-populated into the table; please place corresponding indicators into the same row as the goal it is intended to evaluate.

37

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Goals of your KT Plan(from Table 2.3)

Co-production (stakeholder engagement)

Research Dissemination Uptake Implementation Impact

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

7.1 Evaluation Framework and Indicators continued

TABLE 7.1b Indicators for measuring the goals of your KT plan throughout the lifespan of the project, for each section of the CPPI

7.0 MEASURE

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E38

A.

B.

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Goals of your KT Plan(from Table 2.3)

Co-production (stakeholder engagement)

Research Dissemination Uptake Implementation Impact

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

7.1 Evaluation Framework and Indicators continued

TABLE 7.1b Indicators for measuring the goals of your KT plan throughout the lifespan of the project, for each section of the CPPI

7.0 MEASURE

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E39

C.

D.

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Goals of your KT Plan(from Table 2.3)

Co-production (stakeholder engagement)

Research Dissemination Uptake Implementation Impact

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

7.1 Evaluation Framework and Indicators continued

TABLE 7.1b Indicators for measuring the goals of your KT plan throughout the lifespan of the project, for each section of the CPPI

7.0 MEASURE

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E40

E.

F.

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

7.1 Evaluation Framework and Indicators continued7.0 MEASURE

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E

Remember: you are not alone. The KT Core will work with you to develop your KT plan including indicators. However, since you are the expert on your project and what you wish to achieve in terms of impact on children and families with neurodevelopmental disorders, you are the best person to formulate initial ideas about indicators before meeting with the KT Core.

As mentioned in section 3.0 “Who”, you should be sure to indicate where data will be collected from (partners, researchers, etc.) and who will be responsible for collecting it. This responsibility should be outlined in the “roles” column in Table 3.1 when you identify the project team members.

It is recommended that (especially for quantitative data) you develop a system (e.g. a database, excel workbook, as well as scheduled data entry time(s) and process(es)) for collecting and analyzing the reporting data at the outset, to make sure the data are collected regularly so that reporting will be easier.

41

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Expected Outcome(s) [short-term, intermediate term, long-term] 13

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

This chart is a summary table used for mapping your project’s KT activities, linking with stakeholders/target audiences and the “why” (rationale) for the planned activities. Sample data are included in this table9 in the Guide to give you an idea of the information you could put into the table in relation to your specific project’s KT plan. By filling out this table now, it will help you to do your progress reporting which is an annual requirement of the NCE Secretariat. Note: you can copy/paste the information in the blue sections of this table into the table with the same column headings in your progress report to the NCE Secretariat. Refer to Table 4.3 to fill in the “expected challenges” column using previously identified risks, constraints, assumptions, and/or issues.

8.0 PART C

10SpecificActivitiesaretargetedtospecificaudiencesaccordingtotherationaleprovided.Theseactivitieswillresultinkeyoutcomeswhichwillbeevaluated using outcome indicators. Refer to Table 4.1 for your KT Strategy/Activities.11 Refer to table 2.3 for your KT planning goals 12 Refer to section 5.0 for your rationale for each KT strategy/activity.13Refertodefinitionofoutcomesatbeginningofdocument.Short-termoutcomesarethosethatcanbeaccomplishedinunder12months,intermediate-term outcomes can be accomplished in 12 months – 5 years, long-term outcomes are those that take more than 5 years to accomplish14 Refer to Table 4.3 for risks, constraints, assumptions and/or issues and place them in this table where they correspond with the rest of the information15Refertodefinitionofimpactatbeginningofdocument.TheultimateimpactofKTstrategiesisenhanceduseofresearchtoinformdecisionsabouthealth policy and health practices and thus improved health of Canadians and a strengthened health care system; however, these impacts will be realized over the course of years. Refer to Table 5.1 for the impacts you outlined in relation to your KT strategy

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E42

TABLE C.1 Overview of KT Activities, goals, target audiences and rationale for proposed activities with expected outcomes and desired impacts

Helps achieve which goal(s)11 Targeted Audience(s) Rationale (Is it relevant / useful / accessible? Broad-reaching?) How will it be used? 12

Outputs (achieved during Year 6 only)

Expected Challenge(s) 14 Performance Indicators Desired Impact(s) 15

9 Original table source: Michael Johnny, KMb Unit, York University

Potential Impact of the KT Activities & Strategies

KT Activity10

1.

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Expected Outcome(s) [short-term, intermediate term, long-term] 13

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

This chart is a summary table used for mapping your project’s KT activities, linking with stakeholders/target audiences and the “why” (rationale) for the planned activities. Sample data are included in this table9 in the Guide to give you an idea of the information you could put into the table in relation to your specific project’s KT plan. By filling out this table now, it will help you to do your progress reporting which is an annual requirement of the NCE Secretariat. Note: you can copy/paste the information in the blue sections of this table into the table with the same column headings in your progress report to the NCE Secretariat. Refer to Table 4.3 to fill in the “expected challenges” column using previously identified risks, constraints, assumptions, and/or issues.

8.0 PART C

10SpecificActivitiesaretargetedtospecificaudiencesaccordingtotherationaleprovided.Theseactivitieswillresultinkeyoutcomeswhichwillbeevaluated using outcome indicators. Refer to Table 4.1 for your KT Strategy/Activities.11 Refer to table 2.3 for your KT planning goals 12 Refer to section 5.0 for your rationale for each KT strategy/activity.13Refertodefinitionofoutcomesatbeginningofdocument.Short-termoutcomesarethosethatcanbeaccomplishedinunder12months,intermediate-term outcomes can be accomplished in 12 months – 5 years, long-term outcomes are those that take more than 5 years to accomplish14 Refer to Table 4.3 for risks, constraints, assumptions and/or issues and place them in this table where they correspond with the rest of the information15Refertodefinitionofimpactatbeginningofdocument.TheultimateimpactofKTstrategiesisenhanceduseofresearchtoinformdecisionsabouthealth policy and health practices and thus improved health of Canadians and a strengthened health care system; however, these impacts will be realized over the course of years. Refer to Table 5.1 for the impacts you outlined in relation to your KT strategy

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E43

TABLE C.1 Overview of KT Activities, goals, target audiences and rationale for proposed activities with expected outcomes and desired impacts

Helps achieve which goal(s)11 Targeted Audience(s) Rationale (Is it relevant / useful / accessible? Broad-reaching?) How will it be used? 12

Outputs (achieved during Year 6 only)

Expected Challenge(s) 14 Performance Indicators Desired Impact(s) 15

9 Original table source: Michael Johnny, KMb Unit, York University

Potential Impact of the KT Activities & Strategies

KT Activity10

2.

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Expected Outcome(s) [short-term, intermediate term, long-term] 13

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

This chart is a summary table used for mapping your project’s KT activities, linking with stakeholders/target audiences and the “why” (rationale) for the planned activities. Sample data are included in this table9 in the Guide to give you an idea of the information you could put into the table in relation to your specific project’s KT plan. By filling out this table now, it will help you to do your progress reporting which is an annual requirement of the NCE Secretariat. Note: you can copy/paste the information in the blue sections of this table into the table with the same column headings in your progress report to the NCE Secretariat. Refer to Table 4.3 to fill in the “expected challenges” column using previously identified risks, constraints, assumptions, and/or issues.

8.0 PART C

10SpecificActivitiesaretargetedtospecificaudiencesaccordingtotherationaleprovided.Theseactivitieswillresultinkeyoutcomeswhichwillbeevaluated using outcome indicators. Refer to Table 4.1 for your KT Strategy/Activities.11 Refer to table 2.3 for your KT planning goals 12 Refer to section 5.0 for your rationale for each KT strategy/activity.13Refertodefinitionofoutcomesatbeginningofdocument.Short-termoutcomesarethosethatcanbeaccomplishedinunder12months,intermediate-term outcomes can be accomplished in 12 months – 5 years, long-term outcomes are those that take more than 5 years to accomplish14 Refer to Table 4.3 for risks, constraints, assumptions and/or issues and place them in this table where they correspond with the rest of the information15Refertodefinitionofimpactatbeginningofdocument.TheultimateimpactofKTstrategiesisenhanceduseofresearchtoinformdecisionsabouthealth policy and health practices and thus improved health of Canadians and a strengthened health care system; however, these impacts will be realized over the course of years. Refer to Table 5.1 for the impacts you outlined in relation to your KT strategy

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E44

TABLE C.1 Overview of KT Activities, goals, target audiences and rationale for proposed activities with expected outcomes and desired impacts

Helps achieve which goal(s)11 Targeted Audience(s) Rationale (Is it relevant / useful / accessible? Broad-reaching?) How will it be used? 12

Outputs (achieved during Year 6 only)

Expected Challenge(s) 14 Performance Indicators Desired Impact(s) 15

9 Original table source: Michael Johnny, KMb Unit, York University

Potential Impact of the KT Activities & Strategies

KT Activity10

3.

Page 45: "Hybrid" KT & Project Planning Template

Expected Outcome(s) [short-term, intermediate term, long-term] 13

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

This chart is a summary table used for mapping your project’s KT activities, linking with stakeholders/target audiences and the “why” (rationale) for the planned activities. Sample data are included in this table9 in the Guide to give you an idea of the information you could put into the table in relation to your specific project’s KT plan. By filling out this table now, it will help you to do your progress reporting which is an annual requirement of the NCE Secretariat. Note: you can copy/paste the information in the blue sections of this table into the table with the same column headings in your progress report to the NCE Secretariat. Refer to Table 4.3 to fill in the “expected challenges” column using previously identified risks, constraints, assumptions, and/or issues.

8.0 PART C

10SpecificActivitiesaretargetedtospecificaudiencesaccordingtotherationaleprovided.Theseactivitieswillresultinkeyoutcomeswhichwillbeevaluated using outcome indicators. Refer to Table 4.1 for your KT Strategy/Activities.11 Refer to table 2.3 for your KT planning goals 12 Refer to section 5.0 for your rationale for each KT strategy/activity.13Refertodefinitionofoutcomesatbeginningofdocument.Short-termoutcomesarethosethatcanbeaccomplishedinunder12months,intermediate-term outcomes can be accomplished in 12 months – 5 years, long-term outcomes are those that take more than 5 years to accomplish14 Refer to Table 4.3 for risks, constraints, assumptions and/or issues and place them in this table where they correspond with the rest of the information15Refertodefinitionofimpactatbeginningofdocument.TheultimateimpactofKTstrategiesisenhanceduseofresearchtoinformdecisionsabouthealth policy and health practices and thus improved health of Canadians and a strengthened health care system; however, these impacts will be realized over the course of years. Refer to Table 5.1 for the impacts you outlined in relation to your KT strategy

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E45

TABLE C.1 Overview of KT Activities, goals, target audiences and rationale for proposed activities with expected outcomes and desired impacts

Helps achieve which goal(s)11 Targeted Audience(s) Rationale (Is it relevant / useful / accessible? Broad-reaching?) How will it be used? 12

Outputs (achieved during Year 6 only)

Expected Challenge(s) 14 Performance Indicators Desired Impact(s) 15

9 Original table source: Michael Johnny, KMb Unit, York University

Potential Impact of the KT Activities & Strategies

KT Activity10

4.

Page 46: "Hybrid" KT & Project Planning Template

Expected Outcome(s) [short-term, intermediate term, long-term] 13

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

This chart is a summary table used for mapping your project’s KT activities, linking with stakeholders/target audiences and the “why” (rationale) for the planned activities. Sample data are included in this table9 in the Guide to give you an idea of the information you could put into the table in relation to your specific project’s KT plan. By filling out this table now, it will help you to do your progress reporting which is an annual requirement of the NCE Secretariat. Note: you can copy/paste the information in the blue sections of this table into the table with the same column headings in your progress report to the NCE Secretariat. Refer to Table 4.3 to fill in the “expected challenges” column using previously identified risks, constraints, assumptions, and/or issues.

8.0 PART C

10SpecificActivitiesaretargetedtospecificaudiencesaccordingtotherationaleprovided.Theseactivitieswillresultinkeyoutcomeswhichwillbeevaluated using outcome indicators. Refer to Table 4.1 for your KT Strategy/Activities.11 Refer to table 2.3 for your KT planning goals 12 Refer to section 5.0 for your rationale for each KT strategy/activity.13Refertodefinitionofoutcomesatbeginningofdocument.Short-termoutcomesarethosethatcanbeaccomplishedinunder12months,intermediate-term outcomes can be accomplished in 12 months – 5 years, long-term outcomes are those that take more than 5 years to accomplish14 Refer to Table 4.3 for risks, constraints, assumptions and/or issues and place them in this table where they correspond with the rest of the information15Refertodefinitionofimpactatbeginningofdocument.TheultimateimpactofKTstrategiesisenhanceduseofresearchtoinformdecisionsabouthealth policy and health practices and thus improved health of Canadians and a strengthened health care system; however, these impacts will be realized over the course of years. Refer to Table 5.1 for the impacts you outlined in relation to your KT strategy

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E46

TABLE C.1 Overview of KT Activities, goals, target audiences and rationale for proposed activities with expected outcomes and desired impacts

Helps achieve which goal(s)11 Targeted Audience(s) Rationale (Is it relevant / useful / accessible? Broad-reaching?) How will it be used? 12

Outputs (achieved during Year 6 only)

Expected Challenge(s) 14 Performance Indicators Desired Impact(s) 15

9 Original table source: Michael Johnny, KMb Unit, York University

Potential Impact of the KT Activities & Strategies

KT Activity10

5.

Page 47: "Hybrid" KT & Project Planning Template

Expected Outcome(s) [short-term, intermediate term, long-term] 13

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

This chart is a summary table used for mapping your project’s KT activities, linking with stakeholders/target audiences and the “why” (rationale) for the planned activities. Sample data are included in this table9 in the Guide to give you an idea of the information you could put into the table in relation to your specific project’s KT plan. By filling out this table now, it will help you to do your progress reporting which is an annual requirement of the NCE Secretariat. Note: you can copy/paste the information in the blue sections of this table into the table with the same column headings in your progress report to the NCE Secretariat. Refer to Table 4.3 to fill in the “expected challenges” column using previously identified risks, constraints, assumptions, and/or issues.

8.0 PART C

10SpecificActivitiesaretargetedtospecificaudiencesaccordingtotherationaleprovided.Theseactivitieswillresultinkeyoutcomeswhichwillbeevaluated using outcome indicators. Refer to Table 4.1 for your KT Strategy/Activities.11 Refer to table 2.3 for your KT planning goals 12 Refer to section 5.0 for your rationale for each KT strategy/activity.13Refertodefinitionofoutcomesatbeginningofdocument.Short-termoutcomesarethosethatcanbeaccomplishedinunder12months,intermediate-term outcomes can be accomplished in 12 months – 5 years, long-term outcomes are those that take more than 5 years to accomplish14 Refer to Table 4.3 for risks, constraints, assumptions and/or issues and place them in this table where they correspond with the rest of the information15Refertodefinitionofimpactatbeginningofdocument.TheultimateimpactofKTstrategiesisenhanceduseofresearchtoinformdecisionsabouthealth policy and health practices and thus improved health of Canadians and a strengthened health care system; however, these impacts will be realized over the course of years. Refer to Table 5.1 for the impacts you outlined in relation to your KT strategy

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E47

TABLE C.1 Overview of KT Activities, goals, target audiences and rationale for proposed activities with expected outcomes and desired impacts

Helps achieve which goal(s)11 Targeted Audience(s) Rationale (Is it relevant / useful / accessible? Broad-reaching?) How will it be used? 12

Outputs (achieved during Year 6 only)

Expected Challenge(s) 14 Performance Indicators Desired Impact(s) 15

9 Original table source: Michael Johnny, KMb Unit, York University

Potential Impact of the KT Activities & Strategies

KT Activity10

6.

Page 48: "Hybrid" KT & Project Planning Template

Expected Outcome(s) [short-term, intermediate term, long-term] 13

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

This chart is a summary table used for mapping your project’s KT activities, linking with stakeholders/target audiences and the “why” (rationale) for the planned activities. Sample data are included in this table9 in the Guide to give you an idea of the information you could put into the table in relation to your specific project’s KT plan. By filling out this table now, it will help you to do your progress reporting which is an annual requirement of the NCE Secretariat. Note: you can copy/paste the information in the blue sections of this table into the table with the same column headings in your progress report to the NCE Secretariat. Refer to Table 4.3 to fill in the “expected challenges” column using previously identified risks, constraints, assumptions, and/or issues.

8.0 PART C

10SpecificActivitiesaretargetedtospecificaudiencesaccordingtotherationaleprovided.Theseactivitieswillresultinkeyoutcomeswhichwillbeevaluated using outcome indicators. Refer to Table 4.1 for your KT Strategy/Activities.11 Refer to table 2.3 for your KT planning goals 12 Refer to section 5.0 for your rationale for each KT strategy/activity.13Refertodefinitionofoutcomesatbeginningofdocument.Short-termoutcomesarethosethatcanbeaccomplishedinunder12months,intermediate-term outcomes can be accomplished in 12 months – 5 years, long-term outcomes are those that take more than 5 years to accomplish14 Refer to Table 4.3 for risks, constraints, assumptions and/or issues and place them in this table where they correspond with the rest of the information15Refertodefinitionofimpactatbeginningofdocument.TheultimateimpactofKTstrategiesisenhanceduseofresearchtoinformdecisionsabouthealth policy and health practices and thus improved health of Canadians and a strengthened health care system; however, these impacts will be realized over the course of years. Refer to Table 5.1 for the impacts you outlined in relation to your KT strategy

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E48

TABLE C.1 Overview of KT Activities, goals, target audiences and rationale for proposed activities with expected outcomes and desired impacts

Helps achieve which goal(s)11 Targeted Audience(s) Rationale (Is it relevant / useful / accessible? Broad-reaching?) How will it be used? 12

Outputs (achieved during Year 6 only)

Expected Challenge(s) 14 Performance Indicators Desired Impact(s) 15

9 Original table source: Michael Johnny, KMb Unit, York University

Potential Impact of the KT Activities & Strategies

KT Activity10

7.

Page 49: "Hybrid" KT & Project Planning Template

Expected Outcome(s) [short-term, intermediate term, long-term] 13

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

This chart is a summary table used for mapping your project’s KT activities, linking with stakeholders/target audiences and the “why” (rationale) for the planned activities. Sample data are included in this table9 in the Guide to give you an idea of the information you could put into the table in relation to your specific project’s KT plan. By filling out this table now, it will help you to do your progress reporting which is an annual requirement of the NCE Secretariat. Note: you can copy/paste the information in the blue sections of this table into the table with the same column headings in your progress report to the NCE Secretariat. Refer to Table 4.3 to fill in the “expected challenges” column using previously identified risks, constraints, assumptions, and/or issues.

8.0 PART C

10SpecificActivitiesaretargetedtospecificaudiencesaccordingtotherationaleprovided.Theseactivitieswillresultinkeyoutcomeswhichwillbeevaluated using outcome indicators. Refer to Table 4.1 for your KT Strategy/Activities.11 Refer to table 2.3 for your KT planning goals 12 Refer to section 5.0 for your rationale for each KT strategy/activity.13Refertodefinitionofoutcomesatbeginningofdocument.Short-termoutcomesarethosethatcanbeaccomplishedinunder12months,intermediate-term outcomes can be accomplished in 12 months – 5 years, long-term outcomes are those that take more than 5 years to accomplish14 Refer to Table 4.3 for risks, constraints, assumptions and/or issues and place them in this table where they correspond with the rest of the information15Refertodefinitionofimpactatbeginningofdocument.TheultimateimpactofKTstrategiesisenhanceduseofresearchtoinformdecisionsabouthealth policy and health practices and thus improved health of Canadians and a strengthened health care system; however, these impacts will be realized over the course of years. Refer to Table 5.1 for the impacts you outlined in relation to your KT strategy

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E49

TABLE C.1 Overview of KT Activities, goals, target audiences and rationale for proposed activities with expected outcomes and desired impacts

Helps achieve which goal(s)11 Targeted Audience(s) Rationale (Is it relevant / useful / accessible? Broad-reaching?) How will it be used? 12

Outputs (achieved during Year 6 only)

Expected Challenge(s) 14 Performance Indicators Desired Impact(s) 15

9 Original table source: Michael Johnny, KMb Unit, York University

Potential Impact of the KT Activities & Strategies

KT Activity10

8.

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

Template for KT Plan Narrative (Optional)9.0 PART D

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E50

By the time you reach this section, you will have already created a comprehensive KT plan for your research project. This section is optional because it involves repeating a lot of the information you provided in the sections above, just in a narrative format. This section provides a template that is intended to help you write a narrative KT plan that contains the critical components. Since you will be drawing upon the information you provided in sections A, B and C, this section can only be completed once the above sections have been completed and reviewed by the KT Core.

You will find this section useful if you need to include a KT section (narrative) in an application for additional funding or for another purpose such as engaging with a (potential) new partner.

See the GUIDE for more information about creating a narrative version of your KT Plan.

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3. Activities What KT activities will you carry out? How will these activities roll out?

2. Objectives & Goals Related to the overall projects’ objectives and goals, what are the goals of your KT strategy? How do they relate to NeuroDevNet’s overall Network goals/objectives? How do they relate to the goals of the NCE program?

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

Template for KT Plan Narrative (Optional) continued

9.0 PART D

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E51

TABLE D.3 Narrative KT Plan for your research project page 1

Critical component for KT Plan What does it mean

1. Engagement Who will be engaged in your research? (e.g. as part of integrated knowledge translation plan, partners/collaborators, other researchers, stakeholders etc.). How will they be engaged? (e.g. stakeholder consultation event, social media, regular teleconferences, etc.)

Page 52: "Hybrid" KT & Project Planning Template

5. Accountability Who will do the work? Who will manage and report on the budget and project spending? Who will ensure the project timeline and deliverables remain on track? Who is responsible for ensuring the quality/accuracy of the research, the messages communicated as part of the KT plan etc.?

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

Template for KT Plan Narrative (Optional) continued

9.0 PART D

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E52

TABLE D.3 Narrative KT Plan for your research project page 2

Critical component for KT Plan What does it mean

4. Impact What are the expected impact(s) of your research project and associated KT activities?

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

Signature Page10.0 PART E

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E53

This document serves as both a KT plan and a project management tool for you to maximize the potential for impact of your research project. Provided below, is an opportunity to formalize this document as an agreement between the project sponsor, partners/funder(s), collaborators and any other members of the project team. By signing this document, it signifies a commitment to the planning that has been detailed, and should ideally inform future decision-making with respect to the project. Since KT plans often evolve over time due to their nature and the nature of discovery and innovation, this document will be revisited and revised annually in order to allow flexibility, facilitate discussion and consensus on any changes to be made, and document those changes. Documenting changes to the KT/Project Management plan is important for your project team as well as the KT Core who will be responsible for tracking progress.

By signing this document, members agree to plan, execute, monitor, control and complete the project in accordance with the goals, activities, and constraints outlined in this document. By signing, members also agree that they understand what needs to be done, what resources will be available, and how success of the project will be measured. Sign-off by project partners/collaborators signifies that they have understood their roles and responsibilities as outlined in Table 3.1 and there is joint commitment and agreement to proceed.

This document will be signed during the Impact Summit (Fall 2015) in order to publicly signify the commitment of all members to the projects’ successful delivery during Cycle II, on or before the target completion date.

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“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

Signature Page continued10.0 PART E

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E54

TABLE E.1 Project Team Member Signatures page 1

Signature DateTitle*

Name*

Organization& Location

continued on next page

*CAUTION: Titles and Names are all linked between Section 2.1 (Research Project Details), Table 3.1 (WHO) and Table E.1 (Signatures). Any changes to Titles or Names in ANY of those tables will affect the other linked fields. However, the fields to the right on this page are NOT linked to the Name, so use caution whenever adding, deleting, editing or rearranging Titles or Names.

1.

2.

3.

4.

5.

6.

Page 55: "Hybrid" KT & Project Planning Template

“HYBRID” KT & PROJECT PLANNING TEMPLATE – FOR CYCLE II HIGH IMPACT PROJECTS –

Signature Page continued10.0 PART E

2.0 WHAT

3.0 WHO

4.0 HOW

5.0 WHY

6.0 WHEN

7.0 MEASURE

8.0 PART C

9.0 PART D

10.0 PART E55

TABLE E.1 Project Team Member Signatures page 2

Signature DateTitle*

Name*

Organization& Location

*CAUTION: Titles and Names are all linked between Section 2.1 (Research Project Details), Table 3.1 (WHO) and Table E.1 (Signatures). Any changes to Titles or Names in ANY of those tables will affect the other linked fields. However, the fields to the right on this page are NOT linked to the Name, so use caution whenever adding, deleting, editing or rearranging Titles or Names.

7.

8.

9.

10.

11.

12.