Writing confidentiality and anonymity into collaboration agreements

By Edgar Cardenas, L. Michelle Bennett, and Michael O’Rourke

authors_edgar-cardenas_l-michelle-bennett_michael-orourke
1. Edgar Cardenas (biography)
2. L. Michelle Bennett (biography)
3. Michael O’Rourke (biography)

How might teams create norms to scaffold the use of confidentiality and anonymity in team settings? How could a team integrate language about confidentiality and anonymity into their collaboration agreement? How can teams use these approaches and simultaneously build psychological safety and trust?

In an earlier i2Insights contribution, we provided a collaboration agreement template to help teams improve their chances of collaboration success by facilitating dialogue about shared values, norms, and processes of collaboration. This template is designed around three central dimensions of collaborative research: team management, team dynamics, and team communication.

In a companion i2Insights contribution we addressed issues concerning confidentiality and anonymity in teamwork, and in this post we provide an example of one possible approach to integrating language about confidentiality and anonymity into a collaboration agreement—specifically, into the “Team Communication” part of a collaboration agreement built using our template.

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Confidentiality and anonymity in teams

By Edgar Cardenas, L. Michelle Bennett, and Michael O’Rourke

authors_edgar-cardenas_l-michelle-bennett_michael-orourke
1. Edgar Cardenas (biography)
2. L. Michelle Bennett (biography)
3. Michael O’Rourke (biography)

Do confidentiality and anonymity have a place in teamwork? What are the risks and how might they be mitigated? Can teams move past the need for confidentiality and anonymity?

It takes time and intentional effort to create an environment within a team that is safe for interpersonal risk-taking (ie., a psychologically safe environment). As a team works to develop a psychologically safe environment, teammates will likely be more and more willing to speak openly about challenges. As part of this work, and in an effort to make certain all team members are comfortable sharing issues and challenges, teams may suggest adopting confidential and/or anonymous communication channels; however, there are significant risks associated with their use in teams. Here we detail some of the common risks and provide a set of design elements for dealing with them.

Confidentiality

Teammates who have concerns and are uncomfortable sharing them openly with the full team might choose to communicate confidentially with another person, who may be on the team or outside of the team.

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Collaboration agreement template

By L. Michelle Bennett, Edgar Cardenas and Michael O’Rourke

1. L. Michelle Bennett (biography)
2. Edgar Cardenas (biography)
2. Michael O’Rourke (biography)

As scientific research continues to move towards collaborative knowledge production, scientists must become more adept at working in teams. How can teams improve their chances of collaboration success? What is a good way to facilitate dialogue about shared values, norms and processes of collaboration? Are there ways of anticipating, identifying, and addressing obstacles as they arise?

We have designed a collaboration agreement template to assist teams in:

  • Making explicit and therefore transparent important aspects of their approach to collaboration
  • Ensuring they have a shared vision for their work together
  • Recognizing that their working relationships are dynamic, individually and as a team, and will require flexibility and a willingness to adapt over time
  • Establishing expectations for working together, including what they do and say
  • Preparing for disagreements and even conflicts, especially in the early stages and along the way when there are changes in team composition.

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Collaboration and team science: Top ten take aways

By L. Michelle Bennett and Christophe Marchand

l-michelle-bennett
L. Michelle Bennett (biography)

What are the key lessons for building a successful collaborative team? A new version of the Collaboration and Team Science Field Guide (Bennett et al., 2018) provides ten top take aways:

1. TRUST
It is almost impossible to imagine a successful collaboration without trust. Trust provides the foundation for a team. Trust is necessary for establishing other aspects of a successful collaboration such as psychological safety, candid conversation, a positive team dynamic, and successful conflict management.

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