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Research ArticleMethodology

Case Study With a Participatory Approach: Rethinking Pragmatics of Stakeholder Engagement for Implementation Research

Catherine Hudon, Maud-Christine Chouinard, Mathieu Bisson, Alya Danish, Marlène Karam, Ariane Girard, Pierre-Luc Bossé and Mireille Lambert
The Annals of Family Medicine November 2021, 19 (6) 540-546; DOI: https://doi.org/10.1370/afm.2717
Catherine Hudon
1Department of Family Medicine and Emergency Medicine, University of Sherbrooke, Sherbrooke, Quebec, Canada
MD, PhD
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  • For correspondence: Catherine.Hudon@USherbrooke.ca
Maud-Christine Chouinard
2Faculty of Nursing, University of Montreal, Montreal, Quebec, Canada
RN, PhD
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Mathieu Bisson
1Department of Family Medicine and Emergency Medicine, University of Sherbrooke, Sherbrooke, Quebec, Canada
MA
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Alya Danish
1Department of Family Medicine and Emergency Medicine, University of Sherbrooke, Sherbrooke, Quebec, Canada
PhD
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Marlène Karam
2Faculty of Nursing, University of Montreal, Montreal, Quebec, Canada
PhD
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Ariane Girard
1Department of Family Medicine and Emergency Medicine, University of Sherbrooke, Sherbrooke, Quebec, Canada
RN, PhD
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Pierre-Luc Bossé
1Department of Family Medicine and Emergency Medicine, University of Sherbrooke, Sherbrooke, Quebec, Canada
MSW
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Mireille Lambert
3Integrated University Health and Social Services Centre, Chicoutimi, Quebec, Canada
MA
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    Figure 1.

    Twelve steps to conduct a case study with a participatory approach.

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    Table 1.

    Comparison of Epistemological Assumptions of Yin, Stake, Merriam, and Reilly (Inspired by Patton15)

    MethodologistEpistemological PositionReality AssumptionsKnowledge AssumptionsMethodological Assumptions
    Robert K. Yin, PhDPostpositivismReality exists, but we cannot know it perfectly. Reality is governed by natural, causal, or other laws, but they cannot be absolutely known.Knowledge is the result of the combination of experimentations leading to a closer approximation of actual mechanisms.All methods have their limits, so both quantitative and qualitative methods are needed to generate empirical evidence and test plausible rival hypotheses.
    Robert E. Stake, PhDConstructivismMultiple socially constructed realities are built through interactions with others and human lived experiences.Human experience can be known, and each human knows his/her own experience of the real.Qualitative methods need to capture the diversity of realities through a deep understanding of peoples’ perspectives and experiences regarding a specific situation or phenomenon.
    Sharan B. Merriam, MEd, EdDConstructivist PragmatismReality is constructed through meanings and understandings developed socially and experientiallyHuman experience can be known, and each human knows his/her own experience of the real. The finality of knowledge is to address concrete problems and provide answers or direction to progress. The truth will be what works in practice.All methods are considered. What is important is to guide the research process by the principles of ethical and scientific rigor, and to clarify hypotheses.
    Rosemary C. Reilly, PhD, MedTransformative ParadigmReality is the product of critical interpretation that aims to transform the social world in order to emancipate marginalized groups or communities.The knowledge is ideologically oriented, and the focus is empowering in its goal.Qualitative method is privileged. Participants to the research are experts into the underlying causes of the issues within their social world.

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      Supplemental appendix; supplemental figure

  • In Brief

    Case Study With a Participatory Approach: Rethinking Pragmatics of Stakeholder Engagement for Implementation Research

    Catherine Hudon and colleagues

    Background Engaging stakeholders in case study development may enhance implementation of complex health care interventions in primary care.

    What This Study Found Researchers defined several levels of stakeholder engagement of varying intensity, from full involvement in all stages of the research to involvement in certain stages. They then provide twelve steps for conducting case studies with a participatory approach, illustrated by a practical example of how one primary care research team used the case study approach to assess the implementation of a complex health care innovation.

    Researchers defined several levels of stakeholder engagement of varying intensity, from full involvement in all stages of the research to involvement in certain stages. They then provide twelve steps for conducting case studies with a participatory approach, illustrated by a practical example of how one primary care research team used the case study approach to assess the implementation of a complex health care innovation.

    Implications

           
  • Incorporating case study methodology, with varying levels of stakeholder participation and engagement, can support complex primary care interventions.
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The Annals of Family Medicine: 19 (6)
The Annals of Family Medicine: 19 (6)
Vol. 19, Issue 6
1 Nov 2021
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Case Study With a Participatory Approach: Rethinking Pragmatics of Stakeholder Engagement for Implementation Research
Catherine Hudon, Maud-Christine Chouinard, Mathieu Bisson, Alya Danish, Marlène Karam, Ariane Girard, Pierre-Luc Bossé, Mireille Lambert
The Annals of Family Medicine Nov 2021, 19 (6) 540-546; DOI: 10.1370/afm.2717

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Case Study With a Participatory Approach: Rethinking Pragmatics of Stakeholder Engagement for Implementation Research
Catherine Hudon, Maud-Christine Chouinard, Mathieu Bisson, Alya Danish, Marlène Karam, Ariane Girard, Pierre-Luc Bossé, Mireille Lambert
The Annals of Family Medicine Nov 2021, 19 (6) 540-546; DOI: 10.1370/afm.2717
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  • Article
    • Abstract
    • BACKGROUND
    • EPISTEMOLOGICAL ASSUMPTIONS OF 3 PROMINENT CASE STUDY METHODOLOGISTS
    • THE WHY AND HOW OF USING A CASE STUDY WITH A PARTICIPATORY APPROACH IN IMPLEMENTATION RESEARCH
    • TWELVE STEPS FOR CONDUCTING CASE STUDIES WITH A PARTICIPATORY APPROACH IN HEALTH CARE IMPLEMENTATION RESEARCH
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Subjects

  • Methods:
    • Participatory / action research
  • Other research types:
    • Health services
  • Other topics:
    • Organizational / practice change
    • Social / cultural context

Keywords

  • case study
  • participatory approach
  • implementation
  • health care innovation
  • change, organizational
  • health services research
  • primary care

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