Evaluation and closure
Preparations must be made for evaluating PPI and closing relationships. Consider the following points:

PPI must always be evaluated

The aims of evaluation are to learn from the experience in terms of its effectiveness, any perverse, adverse or costly outcomes, and whether the objectives were achieved. PPI activity should be monitored and maintained and systems must be in place to evaluate PPI in implementation/service improvement activities.

Evaluation does not have to be a drawn-out and complicated. It must focus on the process of PPI, the effectiveness of the approach, as well as on its impact on individuals, communities, organisations and services.

The exact format of the evaluation should have been considered early in the planning stage but must take into account individuals’ needs and preferences. Some groups, for example people with dementia, may benefit from immediate evaluation, whereas in other cases external evaluation might be more appropriate. Wherever possible involve participants in determining how they would like to evaluate their involvement.

Evaluation will ensure that all participants learn from the experience and this knowledge should be used to improve future PPI engagement in implementation and service improvement activities.


It is important to plan for the end of the project and give consideration to how relationships will be closed. Where possible, ensure that participants are clear about the fixed duration of their involvement so that they are not surprised when it finishes.

At the end of the project, make sure that participants are thanked for their involvement.  Also make certain that they receive copies of any reports relating to the outcome of the work and give them the opportunity to contact the project lead to discuss these. With their permission, include the names of the participants in the final reports.