1. Strong, deliberate matching between researchers & health systems is a critical for successful embedded research experiences.
The quality of the Scholar health system match – alignment in substantive interests, methodological skills, and working styles – was consistently one of the strongest determinants of partnership success. Poor matches led to delays, miscommunication, and diminished engagement.
Implications:
Invest in intentional matching processes in the pre-award period (e.g., facilitated discussions to explore the priority topic, discuss alignment of interests) and work with the health system to select participants with aligned interests who have demonstrated communication skills, flexibility, and readiness for embedded work.
2. Early & explicit alignment on goals, scope, timelines & expectations is foundational.
Partnerships sometimes faltered because initial goals or timelines were unrealistic, or because partners held unspoken assumptions about what could be achieved within a short period. Initiatives should require structured expectation‑setting before and at project launch, with explicit discussion of feasibility, institutional constraints, required approvals, and shared definitions of success. Also, in most cases identifying and planning a health system‑aligned project requires more than 12 months.
Implications:
Build structured kickoff processes (e.g., scoped workplans, feasibility check‑ins) and design planning periods that realistically account for time needed to meet regulatory requirements, create data use agreements, acquire data, and build relationships.
3. Effective mentorship & a designated health system liaison create essential scaffolding for success.
Researchers thrived when supported by academic mentors who understood both methodological demands and health system context. Health system counterparts were more engaged and effective
when there was a clearly identified liaison who had protected time and/or were empowered by their roles to champion the Scholar work, facilitate access, broker relationships, and maintain momentum.
Implications:
Require both an academic mentor with relevant expertise and a health system liaison with defined responsibilities and protected time to support coordination and alignment.
4. Anticipating regulatory, data & IT challenges is necessary for realistic planning.
Partnership projects, especially those that rely on health system data, consistently encountered delays related to institutional review board (IRB) review, data use agreements, and limited analytic or IT support. These challenges are predictable and should be addressed proactively.
Implications:
Provide early regulatory and data access planning guidance, standardized templates for IRB and data agreements, and modest resources to support informatics, analytics, or IT collaboration.
5. Protected time & modest support for both researchers & health system staff strengthen engagement and momentum.
Researchers struggled to balance competing demands without adequate protected effort, and health system stakeholders, particularly clinicians, sometimes contributed without compensation while still expected to meet productivity goals.
Implications:
Include protected effort for researchers and modest funding to support health system participation, stakeholder engagement, and technical or analytic contributions.
6. Sustained relationship-building & regular communication are key drivers of impact.
The strongest partnerships were characterized by frequent touchpoints, trust‑building interactions,
and repeated opportunities to co‑interpret context and data. These relational elements were central to identifying feasible projects, overcoming barriers, and sustaining collaboration beyond the planning phase.
Implications:
Require structured engagement plans with regular communication milestones and recognize relationship development as a core deliverable.
7. Cross-project learning enhances problem-solving & accelerates progress.
Participants benefited from opportunities to learn from peers also embedded in health systems, who were facing similar challenges, such as navigating regulatory processes, accessing data, or adapting to shifting priorities.
Implications:
Integrate structured peer learning opportunities, such as cohort meetings, communities of practice, or shared troubleshooting sessions, to amplify learning and reduce duplication across projects.