Scope Your Project
Understand the Management Need
- None
Get to Know End User Needs
- Tool: Understanding End User Needs
- En Español: Entendiendo las Necesidades de Usuarios Finales
Define Your Project's Purpose
- Resource: Example Problem Statements
Additional Resources
- Case Study: Communicating project goals with logic models
- Other resources:
Design Your Project
Decide Who Needs to Be Involved and How
- Case Study: Engaging student volunteers in collaborative projects
- Tool: Determining Participant Roles
- En Español: Determinando los Posiciones de Participantes
Build Your Team
- Case Study: Including community leaders on the team
- Tool: Mapping Team Roles and Responsibilities | Section: Build Your Team
Enable Participation
- None
Design Your Collaborative Process
- Case Study: Adjusting collaborative approach based on end user feedback
- Resource: Example Problem Statements
Additional Resources
- Other resources:
- Collective Advice for Advancing the Success of Collaborative Research
- Conceptualizing and Designing Collaborative Science Projects
- FAST: Expert Panel Process for Decision Making
- Table: Related frameworks and methodologies that can support collaborative science
Enhance Your Collaboration
Plan Timelines and Team Roles
- Tool: Developing a Project Charter
- En Español: Construyendo una Carta del Proyecto
- Tool: Final Data Sharing and Archiving Requirements
Track and Respond to Feedback
- Case Study: Orchestrating large-scale workshops
Work Through Challenges
- Case Study: Begin planning early for next steps
- Case Study: Project team changes
- Case Study: Resolving conflict
- Resource: Developing an action plan for buffers
Additional Resources
- Tool: Reflections on Engaging End Users
- Other resources:
- Introduction to Planning and Facilitating Effective Meetings
- Techniques for Facilitating Virtual Meetings
- Virtual engagement resources from the Science Collaborative
- Dealing with Disruptive Behaviors in Meetings
- Resilience Dialogues: Strategies for Conflict Management in Collaborative Science
- Introduction to Stakeholder Participation
Fine-Tune the Products
Plan Communications Efforts
- Case Studies: Creating a project name and identity (multiple: go to location)
- Case Study: Values-based communications
Engage Users in Communications Work
- Case Study: Building future partnerships while improving your research
- Case Study: Evaluating the cost effectiveness of restoration (no separate link: go to location)
- Case Study: Leveling the communications playing field
- Case Study: Tools can extend a project's reach (no separate link: go to location)
Identify the Products That Will Meet a Need
- Resource: Beta testing exercise
- Table: Examples of Usable Products (no separate link: go to location)
Additional Resources
- Other resources: