Community Advisory Boards (CAB) serve a vital role in research, projects, program development, policy initiatives and more, but they should not be the only mechanism employed for community collaboration or for eliciting stakeholder input. Exploring alternative pathways is key to establishing more meaningful and lasting connections.
CAB Toolkit
This video introduces CTSI’s Community Advisory Board (CAB) toolkit, a comprehensive resource designed to support research teams in building, managing, and concluding a CAB. The video will help you navigate the toolkit which has resources to help with goal setting, recruitment, meeting facilitation, payment, and much more. The toolkit also includes ready-to-use templates, sample agendas, and evaluation tools. The CTSI Community Engagement team also offers free consultations to strengthen your community engagement work at any stage in the CAB process.
CTSI Community Engagement: Community Advisory Board Toolkit Full Document
The UCSF CTSI Community Advisory Board Toolkit provides guidance on establishing more meaningful and lasting connections with the community through the formation of Community Advisory Boards (CABs). This toolkit also provides essential tips on creating, maintaining, and closing a Community Advisory Board.
UCSF CTSI CAB Toolkit (BEFORE)
This is the "Before" Section of the UCSF CTSI CAB Toolkit. This section explains how to conduct outreach and recruitment for Community Advisory Boards (CABs).
UCSF CTSI CAB Toolkit (DURING)
This is the "During" Section of the CTSI CAB Toolkit. This section explains how to facilitate Community Advisory Board (CAB) Meetings.
UCSF CTSI CAB Toolkit (AFTER)
This is the "After" section of the CTSI CAB Toolkit. This section describes how to close a Community Advisory Board (CAB). This includes sample evaluation questions.
Featured Resource: UCSF Lived Experience Advisory Board (LEAB) Toolkit
This featured resource, the Lived Experience Advisory Board (LEAB) Toolkit offers guidance for forming and sustaining meaningful, authentic, and effective partnerships between organizations and lived experts. is the result of a two-year partnership between UCSF Benioff Homelessness and Housing Initiative researchers and a group of 10 people with lived expertise.
CTSI CAB Toolkit: Post-Meeting Community Advisory Board Feedback Survey Template
If you’re evaluating a single Community Advisory Board (CAB) meeting and not the overall experience, the goal is to capture immediate feedback on clarity, engagement, respect, and usefulness. You want questions that are quick, repeatable, and actionable. Here’s a set of sample questions you can give CAB members as a starting point!
CTSI CAB Toolkit: Recruitment Email Template
This document is provided as an example survey for research and project teams to use when recruiting potential Community Advisory Board (CAB) members. It is intended to serve as a template and reference.
UCSF Youth Research Advisory Council (YRAC)
The Youth Research Advisory Council (YRAC) is a group of young people who come together in partnership with the YMCA to advise UCSF researchers about our health needs and the needs of our communities.
CTSI CAB Toolkit: End-of-CAB Experience Survey Template
This survey is provided as an example to help teams reflect on Community Advisory Board (CAB) members’ overall experiences at the end of your CAB. It is intended as a reference, and you are encouraged to adapt the questions to fit your goals.
CTSI CAB Toolkit: Template for Recruiting, Surveying, or Polling Potential Community Advisory Board Members
This document is provided as an example of a survey that research and project teams can use when recruiting potential Community Advisory Board (CAB) members. It is intended to serve as a template and reference, demonstrating the types of questions and structure that may be helpful when gathering information from prospective participants.
CTSI CAB Toolkit: Invoice Template
This document provides a sample invoice template for UCSF researchers to use when compensating Community Advisory Board (CAB) members.