Knowledge translation planning primer

A Summary of

Public Health Agency of Canada. (2012). Knowledge Translation (KT) Planning Primer. Ottawa, ON: Public Health Agency of Canada.


Developed by the Public Health Agency of Canada, the Knowledge Translation (KT) Planning Primer provides a user guide, worksheet and strategies to support knowledge sharing and exchange, as well as indicators to measure the impact of knowledge translation initiatives.

This KT tool builds on KT resources that help users to plan, implement and evaluate a KT strategy. The KT Planning Primer includes a worksheet to be used with each identified audience, available in a fillable MS Word format, to document planning, implementing and evaluating KT strategies.

Other related resources include:

  • John Lavis' framework for knowledge transfer
  • The Institute for Work & Health's From Research to Practice: A knowledge transfer planning guide, which includes worksheets for five questions outlined by Lavis.
  • Scientist Knowledge Translation Training's Knowledge Translation Planning Template, which also includes indicators to assess the impacts of KT strategies.
Access the Tool

Format of the Tool


  • English
  • French


On-line Access



Using the Tool

Time for Participation/Completion

Information not available

Additional Resources and/or Skills Needed for Implementation

Not Specified

Steps for Using Method/Tool

The KT Planning Primer consists of the following steps:

  • Who will you reach?
  • Why (KT objectives)?
  • What is the message?
  • How will you reach your audience (format and delivery)?
  • How (opportunities and barriers for knowledge exchange)?
  • How (your resources)?
  • Impact (measure and revise)?

Appendices provide additional information and strategies for:

  • Types of key messages
  • Six principles of sticky ideas
  • Effectiveness of KT strategies (see resource from Institute of Health Economics)
  • Potential indicators for measuring impact of KT products

Who is involved

Individuals or groups that are planning, implementing or evaluating knowledge translation interventions could use this tool.

Conditions for Use

© Her Majesty the Queen in Right of Canada, 2012

Evaluation of the Tool


Information not available


Not applicable


Not applicable

Methodological Rating

Not applicable

Development of the Tool


Public Health Agency of Canada

Method of Development

The KT Planning Primer was developed from other knowledge translation resources and is based on the work of regional knowledge development and exchange analysts at the Public Health Agency of Canada.

Release Date


Contact Person/Source

Munira Lalji
Public Health Agency of Canada
#301, 351 Abbott Street
Vancouver, BC V6B 0G6
Phone: (604) 666-9586

These summaries are written by the NCCMT to condense and to provide an overview of the resources listed in the Registry of Methods and Tools and to give suggestions for their use in a public health context. For more information on individual methods and tools included in the review, please consult the authors/developers of the original resources.

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