Community Engagement Toolkit Resources

 

Use the filters to below search for resources relevant to you. These are the 6 resource types:

Best Practices

General guidelines and resource manuals for community engagement

Language Access

Resources for translating recruitment materials and other documents

Community Advisory Boards

Guidelines and information about establishing and maintaining a CAB

Programs and Case Studies

Programs promoting community engagement and examples of successful projects

Templates

Templates and instructions useful for community-engaged research

Recruitment

Recruitment resources and strategies for community-engaged research

Case Study: HERE with Community: Healthcare Access for Farmworkers (Spanish)

Este video es un ejemplo de investigadores que trabajan con la comunidad para abogar por cambios de polices. El proyecto HERE con Community exploró las barreras existentes entre las instituciones de investigación, los centros de salud comunitarios y, por extensión, sus poblaciones de pacientes en el Valle Central.

Case Study: HERE with Community: Healthcare Access for Farmworkers (English)

This video is an example of researchers working with the community to advocate for policy change. The HERE with Community project explored barriers between research institutions, community health centers, and, by extension, their patient populations in the Central Valley.

Linguistica Rate Sheet

CTSI RAGE logo

Linguistica Interpreting and Translation, LLC, is a translation firm based in California that offers a range of interpretation and translation services. They are a registered vendor in BearBuy, but are not endorsed by CTSI or UCSF. They turnaround times vary based on the complexity of the request, and the languages involved. Click on the link to view their rate sheet for translation and interpretation services.

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The Language Bank Translation and Interpretation Rate Sheet

CTSI RAGE logo

The Language Bank offers comprehensive language interpretation and translation services for UCSF research and clinical services. They are registered as a vendor in BearBuy and have been utilized by many research project teams and by CTSI. Click on the link to view their rate sheet. While funding is no longer available to directly support translation of research documents, CTSI's consulting service can assist researchers with language access for research.

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Report: Community Input into the UCSF Informed Consent Form

CTSI RAGE logo

In 2025, the CTSI Research Action Group for Equity (RAGE) partnered with the UCSF Institutional Review Board (IRB) to solicit community feedback on the Informed Consent Form (ICF) Template. The linked report summarizes the feedback gathered during 3 listening sessions and enumerates recommendations from our community partners. Many of the recommendations were adopted in the ICF released in May 2026.

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CTSI CAB Toolkit: Invoice Template

A group of people that are part of a Community Advisory Board

This document provides a sample invoice template for UCSF researchers to use when compensating Community Advisory Board (CAB) members.

CTSI CAB Toolkit: Template for Recruiting, Surveying, or Polling Potential Community Advisory Board Members

A group of people that are part of a Community Advisory Board

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: Recruitment Email Template

A group of people that are part of a Community Advisory Board

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.

CTSI CAB Toolkit: Post-Meeting Community Advisory Board Feedback Survey Template

A group of people that are part of a Community Advisory Board

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: End-of-CAB Experience Survey Template

A group of people that are part of a Community Advisory Board

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.

UCSF CTSI CAB Toolkit (AFTER)

A group of people that are part of a Community Advisory Board

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.

UCSF CTSI CAB Toolkit (DURING)

A group of people that are part of a Community Advisory Board

This is the "During" Section of the CTSI CAB Toolkit. This section explains how to facilitate Community Advisory Board (CAB) Meetings.