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Resource Kit
Resources
This section contains all of the resources referenced throughout the PHIN CoP Resource Kit. The resources provided are intended to help you determine the current stage of your CoP, and provide you with downloadable, customizable templates to support you in each stage of your CoP’s lifecycle. To open a resource, click on the Resource Name in the following table. If you have questions or suggestions about any of the Resources, please complete the online form on the Contact Us page.| Resource Name | Summary | Phase | Audience |
| You Might Be A CoP If… | If you’re part of a group but not sure if it is functioning as a Community of Practice, this quiz may help you decide. | Quiz | Members of existing groups who may want to explore becoming a PHIN CoP |
| In What Phase Is My CoP? | This quiz will help you decide which sections of the Resource Kit are most useful to you. This quiz may also assist you in determining at which stage in the CoP lifecycle your community operates. | Quiz | Leaders of existing PHIN CoPs |
| Could It Be A CoP? | Have an idea for a new CoP? These questions will help you vet the idea with your peers and make sure you are on the right track. | Plan | Individuals that would like to start a new PHIN CoP |
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CoP Charter Template CoP Charter Overview |
CoP charters, developed by each CoP, include mission, scope, objectives, and other course-setting components needed. These resources give you ideas for the type of information you may want to include. | Plan | Leaders of new and existing PHIN CoPs |
| Community Expectations | It is important to provide guidelines to members to ensure they follow expectations that allow your CoP to thrive. This resource provides examples of general guidelines for participating in a CoP and specific guidelines for participating in a CoP meeting. | Plan | Leaders of new and existing PHIN CoPs |
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Request an Executive Sponsor Case for Sponsorship Brief |
As a new CoP it is important to retain a sponsor to support the community. These resources provide examples on how to demonstrate the value of sponsoring a CoP. | Plan | Leaders of new and existing PHIN CoPs that need an executive sponsor |
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Facilitation Tip Sheet Advanced Facilitation Guide |
The facilitator is responsible for managing meetings, keeping conversations on track, and ensuring each member’s voice is heard. These resources provide suggestions for accomplishing these tasks. | Plan | Leaders and members acting as PHIN CoP Facilitators |
| SME Tip Sheet | As a Subject Matter Expert for your community, your responsibilities include inviting experts to speak to your CoP, bringing in new ideas, identifying topics for meeting agendas, and maintaining the CoP focus. This tip sheet gives ideas for how to get all of this done. | Plan | Leaders and members acting as PHIN CoP Subject Matter Experts |
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Technical Management Tip Sheet Technology Tool Comparison |
You’re technically savvy, but for your CoP you also need to help identify the right tools for your group, define account permissions and roles, and help develop collaboration rules to ensure everyone acts respectfully. These resources provide ideas on selecting and managing technology within your CoP. | Plan | Leaders and members acting as PHIN CoPs Technical Managers |
| Formation Announcement Template | Your CoP has formed and now it is time to spread the word. This template offers boilerplate text for your use. | Launch | Leaders of new PHIN CoPs |
| Invitation Approach | After identifying people who may be interested in joining your CoP, you may want to reach out to them personally. This template offers dialogue and text ideas to get you started. | Launch | Leaders of new and existing PHIN CoPs |
| E-mail Invitations | If you’d like to reach out to potential members by sending them an email invitation to join your CoP, this template offers general text as a starting point. | Launch | Leaders of new and existing PHIN CoPs |
| Membership Tracking Template | You’ll want to track both the people you invited to join your CoP, as well as those who have joined. This template makes it easy to log both in one central location. | Launch | Leaders of new and existing PHIN CoPs |
| Newsletter Template | As your CoP begins maturing, you may want to develop a CoP newsletter for your domain. This template gives you a great start. | Launch | Leaders of new and existing PHIN CoPs |
| Case for Participation Reflection Guide | Members may need to obtain permission or organizational support to participate in a CoP. By sharing this completed guide, potential members can identify mutual or shared goals with the CoP and determine how practical it is for them to participate. This resource also allows potential members to create a plan for obtaining support from their managers and sharing information about the CoP. | Sustain & Evolve | Individuals who are interested in joining a PHIN CoPs and want to justify and explain their involvement in the CoP to their managers and peers |
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The Case For Participation Case for Participation Brief |
These resources aid potential members in sharing information about the CoP, as part of their plan to obtain support from their managers. | Sustain & Evolve | Individuals who are interested in joining a CoP and want to explain the concept to their peers or request permission to participate from their managers |
| Biographical Sketch Template | To help your CoP members get to know one another, you can ask each to share information about their personal and professional interests. This resource provides the framework for capturing this information. | Sustain & Evolve | Members of PHIN CoPs who would like to provide a brief biography of themselves to their community |
| Mentor-Protégé Agreement | If you set up a Mentor-Protégé program, it may be helpful to give participants guidelines for creating an agreement. This resource may also be used by community members who want to enter into a mentor/protégé relationship on their own. This resource can be used to ensure participants are considering concrete action items when making their arrangement. | Sustain & Evolve | Members of PHIN CoPs who are interested in forming a Mentor/Protégé relationship as either Mentor or Protégé |
| SWOT Analysis Tool | A SWOT analysis will help you identify internal and external factors in the environment (strengths, weaknesses, opportunities, and threats) that can help with the development of your CoP's goals and objectives. | Evaluate | Leaders of new and existing PHIN CoPs |
| SMART Objectives Template | When you begin to define the goals and objectives of your CoP, this template will walk you through the process of developing specific, measurable, achievable, realistic, and time-based objectives. | Evaluate | Leaders of new and existing CoPs |
| Core Evaluation Template | This template helps you start your evaluation process by aligning it with the standard evaluation for all PHIN CoPs. The template contains core questions that gather the same information across all PHIN CoPs. Each CoP can then modify the template by adding additional questions that are specific to its goals and objectives. | Evaluate | Leaders of new and existing PHIN CoPs |
| Innovation Tracking Tool | Creation and dissemination of new products and ideas are important outcomes of CoP collaborations. This template provides a means to record and track innovations from PHIN CoPs. | Evaluate | Leaders of new and existing PHIN CoPs |
| PowerPoint Template | Microsoft PowerPoint template with PHIN CoPs design elements for use by your CoP. | General | Leaders of new and existing CoPs |
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Word Template
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Microsoft Word template with PHIN CoPs design elements for use by your CoP in Color and B&W. | General | Leaders of new and existing CoPs |
Contact Us:
- Communities of Practice Program
- Public Health Information Network (PHIN)
- National Center for Public Health Informatics
- Centers for Disease Control and Prevention
- Atlanta, Georgia 30345
- 404-498-6455
- PHIN@cdc.gov
