These tools are designed to assess not only whether engagement exists, but how it is structured, governed, and translated into decisions.

They are designed for the use in environments where credibility, alignment, and accountability are critical.

Each tool can be used independently or combined with advisory support.

Governance Tools

Patient Engagement Governance Diagnostic (Industry)

A structured diagnostic designed for pharmaceutical and MedTech organisations to assess how patient engagement is governed and integrated into decision-making across functions.

The tool helps identify gaps in alignment, governance, and accountability, while highlighting areas of risk and opportunities to strengthen how patient insight informs strategy, research, and access decisions.

It is particularly relevant for organisations working across multiple markets or functions where consistency and credibility are essential.

Use cases:

  • Internal assessment of patient engagement practices

  • Preparation for strategic initiatives or audits

  • Alignment across global and local teams

Governance Diagnostic for Patient Organisations (NGOs)

A practical framework designed to support patient organisations in strengthening internal governance, improving clarity of roles and responsibilities, and enhancing credibility in external engagement.

The tool helps organisations reflect on how they represent patient perspectives, manage partnerships, and maintain independence while engaging with stakeholders.

It is particularly valuable for organisations looking to grow, formalise their structure, or engage more confidently at national or international level.

Use cases:

  • Internal governance review

  • Board or leadership discussions

  • Preparation for partnerships or funding opportunities

Multi-Stakeholder Governance Diagnostic

A structured tool designed for collaborative initiatives involving industry, NGOs, and policy stakeholders.

It supports assessment of alignment, decision-making structures, and integration of patient perspectives across partners in complex, multi-stakeholder environments.

The tool helps identify where collaboration may be misaligned or unclear, and where governance structures need strengthening to ensure effective and sustainable outcomes.

Use cases:

  • Multi-stakeholder project alignment

  • Governance review in partnerships

  • Workshop facilitation across stakeholders

Guided Application & Advisory Available

Each tool can be combined with tailored advisory support to ensure results are interpreted and applied effectively.

This includes:

  • structured review of results

  • identification of key risks and gaps

  • development of targeted actions and recommendations

Available for individual or organisational use.

For access or tailored application, please get in touch.