Resource Library - You and Me Healthy

Roadmap for Community Engagement

A tool to support effective collaboration and community partnerships to promote the co-design of public health and research programs. View the complete Roadmap

Roadmap Sections

Topics

Type

Compass +

This quick-start guide to the Roadmap for Community Engagement provides a structured approach to help users navigate the Roadmap. The Roadmap does not need to be followed from beginning to end and partners are encouraged to begin with the sections that best align with their current program needs.

Organization: You and Me, Healthy

View Resource

Source: DCRI

Glossary +

This glossary contains terms and definitions found throughout the Roadmap for Community Engagement.

View Resource

NIH Clinical Research Trials and You +

The NIH Clinical Trials and You website is a resource for people who want to learn more about clinical trials. You can read answers to common questions about taking part in a clinical trial.

Organization: National Institutes of Health

View Resource

Source: NIH

Preparing for Community Partnerships Checklist +

This checklist helps foster community-engaged health research by sharing steps for collaborative partnerships.

Organization: Patient-Centered Outcomes Research Institute (PCORI)

View Resource

Source: PCORI

Community Pulse Survey +

A Community Pulse Survey is a valuable tool for gathering insights from community members on issues that are important to them.

Organization: Duke Clinical Research Institute

View Resource

Source: DCRI

Program Planning Worksheet +

The Program Planning Worksheet is a structured guide to help you outline and organize the fundamentals of your project.

Organization: Duke Clinical Research Institute

View Resource

Source: DCRI

SMART Goals Template +

This document explains how to create program goals that are clear, actionable, and achievable by ensuring that they are specific, measurable, achievable, relevant and time bound.

Organization: Duke Clinical Research Institute

View Resource

Source: DCRI

Strengths, Weaknesses, Opportunities, Threats (SWOT Analysis) +

A SWOT analysis is a strategic planning technique you can use to identify internal and external factors of your program and analyze them to inform decisions.

View Resource

Communications Plan Example +

This is an example of a communications plan for a community-engaged research program. It may help in developing your own communications plan.

Organization: Duke Clinical Research Institute

View Resource

Source: DCRI

Communications Plan Template +

This template allows you to fill in program-specific information to create a customized communications plan for a community-engaged program.

Organization: Duke Clinical Research Institute

View Resource

Source: DCRI

Community Demographics Template +

Use this template to consider, research, and describe the communities served for your program. Determining demographics such as race/ethnicity, income, and age can help program teams understand the populations and create descriptions for funding applications.

Organization: Duke Clinical Research Institute

View Resource

Source: DCRI

Community IRBs and Research Review Boards +

This publication discusses the results of a study to identify and describe processes to strengthen the ethics review of community-engaged research. Source: Nancy Shore et al. “Understanding Community-Based Processes for Research Ethics Review: A National Study”, American Journal of Public Health 101, no. S1 (December 1, 2011): pp. S359-S364.

View Resource

Gathering and Displaying Program Data Information Sheet +

This resource is designed to help program leaders to evaluate and select data collection platforms that best suit their program’s needs. It provides an overview of commonly used technology tools for sending surveys, collecting responses, and visualizing program data. The comparison table below highlights popular platforms, though the landscape of data collection tools continues to evolve. The information in this document was last updated in September 2025.

Organization: Duke Clinical Research Institute

View Resource

Source: DCRI

How to Set-Up a Gmail Account +

This infographic includes clear steps and instructions to set up a new email account on Google. It has page links to begin the Gmail account setup process and create a strong password.

Organization: Duke Clinical Research Institute

View Resource

Source: DCRI

IRB Registration with OHRP Video +

This video explains the requirements for registering a new IRB with the Office for Human Research Protections (OHRP) and updating the registration for an existing IRB.

View Resource

Source: U.S. Department of Health and Human Services (HHS) Office for Human Research Protections (OHRP)

Office for Human Research Protections (OHRP) IRB Registration Process +

This webpage from the Office for Human Research Protections (OHRP) answers frequently asked questions about the process to register an IRB.

View Resource

Source: U.S. Department of Health and Human Services (HHS) Office for Human Research Protections (OHRP)

Community Partner Feedback Survey +

This is an example of a feedback survey that you can use to understand community partners’ experiences with your program or events.

Organization: Duke Clinical Research Institute

View Resource

Source: DCRI

Photo and Video Consent Form +

This is a template you can customize to get written consent from participants to take and share photos or video recordings of program activities.

Organization: Duke Clinical Research Institute

View Resource

Source: DCRI

Social Media Platform Comparison +

Use this document to evaluate which social media platforms might work best for your program to reach its intended audience. The table below covers popular social media platforms, but this space is continually evolving. The information was last updated September 2025.

Organization: Duke Clinical Research Institute

View Resource

Source: DCRI

Program Reflection and Debrief Worksheet +

This worksheet helps teams evaluate completed programs by capturing key insights on planning, goals, partnerships, costs, and communication. It’s designed to guide structured conversations, highlight successes, and identify areas for improvement.

Organization: Duke Clinical Research Institute

View Resource

Source: DCRI