Trust Assessment Rubric
Toolkit: PI3-TAR
Participatory Investing toolkit

Trust Assessment Rubric

for Health Institutions and Community Partners

Introduction

Advancing Community Governance
of Health Equity Resources

Health institutions seeking to advance health equity must create conditions where trust can thrive—not just through words, but through action. This assessment tool, developed through Shift Health Accelerator’s application of the Bio360 Trust Framework, helps health institutions evaluate approaches that foster authentic, trust-based partnerships with communities. This assessment recognizes that trust-building is a foundation upon which health equity, racial justice, and healing can be built.

Specifically, the assessment tool helps health institutions evaluate their approach to trust-building and power-sharing in decision-making and resource governance over health-related funding, a key, but often overlooked, determinant of health. The health ecosystem, which encompasses healthcare institutions, health plans, philanthropy and conversion foundations, impact investing, public health, and other agencies, holds significant and diverse capital meant to strengthen equitable health outcomes in community settings.

However, much of this health-focused capital is traditionally invested in projects and programs driven by institutions’ own priorities, rather than into community-led solutions that successfully advance health equity. Accordingly, the tool places particular emphasis on how institutions share decision-making authority over various forms of capital—including grants, investments, endowments, and operating budgets—recognizing that financial governance is a critical indicator of genuine power-sharing necessary to achieve health equity.

When health institutions shift from traditional top-down resource allocation to participatory models where communities have meaningful control over financial resources, they address historical power imbalances that have undermined trust and deepened inequities.

A foundational input for this assessment is the recently launched Bio360 Trust Framework, which draws on biomimicry to understand how trust-like dynamics emerge in living systems across eight domains: Willingness, Discovery, Familiarity, Honesty, Cooperation, Reliability, Boundaries, and Feedback Loops. Shift Health Accelerator has adapted these insights specifically for health institutions making commitments to health equity work, translating biological principles into practical approaches for reshaping resource governance between health institutions and communities. The Bio360 framework reveals deep and broad insights about creating conditions for trust to emerge—findings directly applicable to health institutions seeking to build authentic partnerships with communities.

Shift participated in a cohort convened by Biomimicry for Social Innovation to explore the Nature of Trust, gleaning and applying lessons from nature to inform community-driven health equity efforts. 



Learn more: https://bsisocial.org/nature-of-trust

From Scores to Action

After completing the assessment, institutions should: review areas with lower scores and develop focused trust-building plans; maintain and deepen high-scoring practices; and crucially, engage community partners to validate results against actual community experiences and to identify gaps and opportunities for deeper collaboration. While this tool can be used as an internal reflection, we recommend working through the assessment in dialogue and with community leaders as a trust-building exercise. Further, this is not a one-time exercise but a commitment to ongoing trust-building through consistent actions that redistribute power, validate community expertise, establish responsive feedback mechanisms, and support community agency in defining health priorities. Effective trust-building requires not just assessment, but a fundamental reshaping of institutional practices centered on collaborative power.
section One

Using the Assessment Tool

This tool provides a framework for institutional reflection and action. For each domain, institutions evaluate trust-building behaviors, partnership readiness, and support for community governance and agency using a 1-5 scale:

1

Extractive

Community treated as passive subjects

Institution controls funding & decisions to meet institutional goals; community has no real say

2

minimal

Tokenistic involvement

Community input is sought but not influential over funding decisions

3

developing

Emerging collaborative practices

Some shared decision-making, but institutional control over resources remains dominant

4

Substantive

Meaningful but not fully integrated
partnership

Community input directly influences decisions and resource distribution

5

transformative

True co-governance and shared decision-making

Community holds decision-making power over health resources, capital, and funding
section two
trust assessments
1.   willingness

willingness

The calculated choice to engage where potential benefits outweigh risks.

Key Question:

Do we take meaningful institutional risks to share power and shift multiple forms of capital and funding into community hands?

Provide Your Details to Access Your Full 8-Step Assessment Summary

1. WILLINGNESS
2. DISCOVERY
3. FAMILIARITY
4. HONESTY
5. COOPERATION
6. RELIABILITY
7. BOUNDARIES
8. FEEDBACK LOOPS
section three
interpreting your score
[add in your scores for each assessment… change this text]

34-68

Extractive relationship requiring fundamental transformation

69-102

Early developmental stage with significant room for improvement

103-136

Emerging partnership with positive elements but key gaps

137-170

Excelling {change this text}
Provide Your Details to Access Your Full 8-Step Assessment Summary
1. WILLINGNESS
Total
2. DISCOVERY
Total
3. FAMILIARITY
Total
4. HONESTY
Total
5. COOPERATION
Total
6. RELIABILITY
Total
7. BOUNDARIES
Total
8. FEEDBACK LOOPS
Total
1. WILLINGNESS
2. DISCOVERY
3. FAMILIARITY
4. HONESTY
5. COOPERATION
6. RELIABILITY
7. BOUNDARIES
8. FEEDBACK LOOPS

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