Assessment Instruments for Measuring Community Engagement

What Instruments & questions can be used in different communities & contexts to assess engagement?
Twenty-eight Instruments were identified to support assessing community engagement. In this context, Instruments are standard questions or question sets to assess community engagement in a consistent way. These Instruments can be used to measure various domains and indicators in the Conceptual Model. See below for more information on the methodology.
Each Instrument Summary includes:
- An overview of the Instrument, which audiences used it, and what it assesses
- How the Instrument and the questions align to the Assessing Community Engagement Conceptual Model
- Highlights from articles and reports on the development and use of the Instrument, how community was engaged in the process, and key findings
- Information on language translations, psychometric properties, and more
Instrument Summaries
Explore the Instruments and Summaries
Each Instrument may align with different community engagement goals and objectives. To learn more about the Instruments, the questions they use, and the alignment to the Conceptual Model, review the Assessment Instrument Summaries herein. To learn more about the content in the Summaries, review this Navigation Guide.
Instrument name in alphabetical order
- Coalition Self-Assessment Survey
- Common Partnership Indicators
- Community Agency Capacity Questionnaire
- Community Engagement in Research Index
- Community Engagement Measure
- Community Impacts of Research Oriented Partnerships
- Community Ownership and Preparedness Index
- Community-Based Participatory Practice Competencies Survey
- Early Partnership Indicators
- Engage for Equity Community Engagement Survey
- Engage for Equity Key Informant Survey
- Five Factor Scale for Nonleaders
- Guidelines for Participatory Research in Health
- Health Democracy Index
- Internal Coalition Effectiveness Instrument
- Kapazitätsentwicklung Im Quartier (Capacity Building In Small Areas/Neighbourhoods Instrument)
- Mature Partnership Indicators
- Organization Questionnaire for the Public and Patient Engagement Evaluation Tool
- Participant Questionnaire for the Public and Patient Engagement Evaluation Tool
- Participatory Evaluation Measurement Instrument
- Partnership Self-Assessment Tool
- Project Questionnaire for the Public and Patient Engagement Evaluation Tool
- Research Engagement Survey Tool
- Scoresheet for Tangible Effects of Patient Participation
- Six Factor Scale for Leaders
- Three-Model Approach
- Youth-Adult Partnership Assessment Tool
Most coverage of the Conceptual Model
Conceptual Model domain alignment
Strengthened Partnerships + Alliances
- Coalition Self-Assessment Survey
- Common Partnership Indicators
- Community Engagement in Research Index
- Community Engagement Measure
- Community Impacts of Research Oriented Partnerships
- Community Ownership and Preparedness Index
- Community-Based Participatory Practice Competencies Survey
- Early Partnership Indicators
- Engage for Equity Community Engagement Survey
- Engage for Equity Key Informant Survey
- Five Factor Scale for Nonleaders
- Guidelines for Participatory Research in Health
- Health Democracy Index
- Internal Coalition Effectiveness Instrument
- Kapazitätsentwicklung Im Quartier (Capacity Building In Small Areas/Neighbourhoods Instrument)
- Mature Partnership Indicators
- Organization Questionnaire for the Public and Patient Engagement Evaluation Tool
- Participant Questionnaire for the Public and Patient Engagement Evaluation Tool
- Participatory Evaluation Measurement Instrument
- Partnership Self-Assessment Tool
- Project Questionnaire for the Public and Patient Engagement Evaluation Tool
- Research Engagement Survey Tool
- Scoresheet for Tangible Effects of Patient Participation
- Six Factor Scale for Leaders
- Three-Model Approach
- Youth-Adult Partnership Assessment Tool
Expanded Knowledge
- Coalition Self-Assessment Survey
- Common Partnership Indicators
- Community Engagement Measure
- Community Impacts of Research Oriented Partnerships
- Early Partnership Indicators
- Engage for Equity Community Engagement Survey
- Engage for Equity Key Informant Survey
- Guidelines for Participatory Research in Health
- Internal Coalition Effectiveness Instrument
- Kapazitätsentwicklung Im Quartier (Capacity Building In Small Areas/Neighbourhoods Instrument)
- Mature Partnership Indicators
- Participant Questionnaire for the Public and Patient Engagement Evaluation Tool
- Partnership Self-Assessment Tool
- Project Questionnaire for the Public and Patient Engagement Evaluation Tool
- Research Engagement Survey Tool
Improved Health + Health Care Programs + Policies
- Coalition Self-Assessment Survey
- Common Partnership Indicators
- Community Engagement in Research Index
- Community Impacts of Research Oriented Partnerships
- Community Ownership and Preparedness Index
- Community-Based Participatory Practice Competencies Survey
- Early Partnership Indicators
- Engage for Equity Community Engagement Survey
- Engage for Equity Key Informant Survey
- Health Democracy Index
- Kapazitätsentwicklung Im Quartier (Capacity Building In Small Areas/Neighbourhoods Instrument)
- Partnership Self-Assessment Tool
- Project Questionnaire for the Public and Patient Engagement Evaluation Tool
- Research Engagement Survey Tool
Thriving Communities
Place of initial Instrument use
Academic/Research Institution/University
- Common Partnership Indicators
- Community Agency Capacity Questionnaire
- Community Engagement in Research Index
- Community Engagement Measure
- Community Impacts of Research Oriented Partnerships
- Early Partnership Indicators
- Engage for Equity Community Engagement Survey
- Engage for Equity Key Informant Survey
- Guidelines for Participatory Research in Health
- Mature Partnership Indicators
- Participatory Evaluation Measurement Instrument
- Partnership Self-Assessment Tool
- Three-Model Approach
Community/Community-Based Organization
- Coalition Self-Assessment Survey
- Community Agency Capacity Questionnaire
- Community Engagement in Research Index
- Community Engagement Measure
- Community Impacts of Research Oriented Partnerships
- Community Ownership and Preparedness Index
- Engage for Equity Community Engagement Survey
- Engage for Equity Key Informant Survey
- Five Factor Scale for Nonleaders
- Guidelines for Participatory Research in Health
- Health Democracy Index
- Internal Coalition Effectiveness Instrument
- Kapazitätsentwicklung Im Quartier (Capacity Building In Small Areas/Neighbourhoods Instrument)
- Organization Questionnaire for the Public and Patient Engagement Evaluation Tool
- Participant Questionnaire for the Public and Patient Engagement Evaluation Tool
- Partnership Self-Assessment Tool
- Project Questionnaire for the Public and Patient Engagement Evaluation Tool
- Research Engagement Survey Tool
- Scoresheet for Tangible Effects of Patient Participation
- Six Factor Scale for Leaders
- Three-Model Approach
- Youth-Adult Partnership Assessment Tool
Funder, Philanthropy, and Other Investors
Government
- Coalition Self-Assessment Survey
- Common Partnership Indicators
- Early Partnership Indicators
- Engage for Equity Community Engagement Survey
- Engage for Equity Key Informant Survey
- Mature Partnership Indicators
Hospital, Clinic, or Health System
- Engage for Equity Community Engagement Survey
- Engage for Equity Key Informant Survey
- Organization Questionnaire for the Public and Patient Engagement Evaluation Tool
- Participant Questionnaire for the Public and Patient Engagement Evaluation Tool
- Project Questionnaire for the Public and Patient Engagement Evaluation Tool
- Scoresheet for Tangible Effects of Patient Participation
Local Health Departments
Non-Profit Organizations
Non-Governmental Organizations
Available language translations
Spanish
- Coalition Self-Assessment Survey
- Engage for Equity Community Engagement Survey
- Engage for Equity Key Informant Survey
Dutch
- Organization Questionnaire for the Public and Patient Engagement Evaluation Tool
- Participant Questionnaire for the Public and Patient Engagement Evaluation Tool
- Project Questionnaire for the Public and Patient Engagement Evaluation Tool
German
Italian
- Organization Questionnaire for the Public and Patient Engagement Evaluation Tool
- Participant Questionnaire for the Public and Patient Engagement Evaluation Tool
- Project Questionnaire for the Public and Patient Engagement Evaluation Tool
French
- Organization Questionnaire for the Public and Patient Engagement Evaluation Tool
- Participant Questionnaire for the Public and Patient Engagement Evaluation Tool
- Project Questionnaire for the Public and Patient Engagement Evaluation Tool
Malay
Portuguese
Psychometric properties
Validity
- Common Partnership Indicators
- Community Agency Capacity Questionnaire
- Community Engagement in Research Index
- Community Ownership and Preparedness Index
- Early Partnership Indicators
- Mature Partnership Indicators
- Organization Questionnaire for the Public and Patient Engagement Evaluation Tool
- Participant Questionnaire for the Public and Patient Engagement Evaluation Tool
- Research Engagement Survey Tool
- Three-Model Approach
- Youth-Adult Partnership Assessment Tool
Reliability
- Coalition Self-Assessment Survey
- Community Engagement Measure
- Kapazitätsentwicklung Im Quartier (Capacity Building In Small Areas/Neighbourhoods Instrument)
Validity + Reliability
- Community Impacts of Research Oriented Partnerships
- Community-Based Participatory Practice Competencies Survey
- Engage for Equity Community Engagement Survey
- Engage for Equity Key Informant Survey
- Five Factor Scale for Nonleaders
- Guidelines for Participatory Research in Health
- Health Democracy Index
- Participatory Evaluation Measurement Instrument
- Partnership Self-Assessment Tool
- Scoresheet for Tangible Effects of Patient Participation
- Six Factor Scale for Leaders
Examples of how to navigate the instruments
A multistakeholder group is interested in understanding and improving the relationships among their community, policy, and academic partners. To find Assessment Instruments that could support their goals, they explore Instruments under the Strengthened Partnerships + Alliances domain in the Conceptual Model. They find several Instruments that they want to review more closely, and they plan to review the Assessment Instrument Summaries to determine which indicators are most important to assess.
A community group is interested in understanding the outcomes of their engagement with local community members. They are interested in seeing the Instruments that can help assess a range of outcomes in the Assessing Community Engagement Conceptual Model. They explore the Instruments that have the most coverage of the Conceptual Model. The decide to select one Instrument that aligns best with their community context and the range of engagement outcomes that they want to assess.
How were the Instruments identified?

Using a literature search and prioritization process, 28 Instruments were identified. All Instruments were developed, implemented, and/or evaluated with communities and were psychometrically tested.
To identify the 28 Instruments, project staff:
- Reviewed over 1400 abstracts from published for articles/reports produced through February 2020
- Read 369 full text articles/reports
- Identified 82 articles/reports with 112 Instruments that assessed community engagement
With guidance from the Organizing Committee, the 82 articles/reports were prioritized. The prioritization process yielded 37 articles/reports and a total of 28 Instruments. These 28 Instruments are now summarized for use by various audiences to support assessing engagement. More information about the literature search and prioritization process will be available later this year.
Tools
External Tools on Developing a Plan for Assessing Engagement
Download a list of external tools for developing a plan for assessing engagement as a PDF. Please note this is not a comprehensive list of all available tools.
Explore project resources to support engagement & dissemination
1: Conceptual Model
Presents the dynamic relationship between community engagement & outcomes.
2: Impact Stories
Demonstrates how groups have engaged their communities & the outcomes observed.
Project Homepage
Get the background on the project, information on the organizing committee, and more.
Acknowledgments
The Organizing Committee would like to thank Fasika Gebru, Peak Sen Chua, and Dionna Attinson for their support reviewing and abstracting information during the literature search process.
Contact Information
We want to hear from you!
Assessing community engagement involves the participation of many stakeholders. Click below to share feedback on these resources, insights on using the resources, or email [email protected] and include “measure engagement” in the subject line to learn more about the NAM’s Assessing Community Engagement project.