Collaboration agreements

Four tips for developing norms for collaboration agreements

By Edgar Cardenas.

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Edgar Cardenas (biography)

Norms are the foundational building blocks for collaboration agreements. Hence, we must consider what’s an effective way for teams to develop the norms underpinning a collaboration agreement? How can teams build on experience and avoid getting bogged down when negotiating norms?

In helping teams to develop norms that enable productive collaborations, I use Richard Hackman’s definition of norms as “shared agreements among members about what behaviors are valued in the group, and what behaviors are not. They refer only to behavior, including things members say, not to unexpressed private thoughts and feelings” (Hackman, 2011, p.103).

In other words, norms that help you collaborate better must be grounded by clearly identifiable behaviors and team members must agree to abide by these norms. When developing a norm, the team then has to ask: “Is the behavior clear enough that team members have a shared understanding of the specific behavior?” and “Do we agree to using this norm?”

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Establishing, discussing, and sustaining accountability in your team: Seven strategies

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

authors_l-michelle-bennett_michael-orourke_edgar-cardenas
1. L. Michelle Bennett (biography)
2. Michael O’Rourke (biography
3. Edgar Cardenas (biography)

How can I hold my teammates accountable?

Being willing and able to hold yourself and others accountable depends heavily on the collaborative culture created by the team (see previous i2Insights contribution by L. Michelle Bennett on Mindset matters for interdisciplinary teams: Choose a collaborative one).

Collaborative cultures characterized by psychological safety, transparency, and an ability to engage in productive conflict provide the strongest foundation for accountability.

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Mindset matters for interdisciplinary teams: Choose a collaborative one

By L. Michelle Bennett

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L. Michelle Bennett (biography)
  • How often do you think about what you are thinking about?
  • How about what you believe? What your values are? Or your deep set needs?
  • Do you recognize that everything you say, do, or write as a member of an interdisciplinary team is influenced by what is in your head? And your team members by what is in theirs?

We can all relate to what it is like to be doing a project with close colleagues when things work seamlessly, the group is productive, everyone innately seems to know what to do and how to do it, people are comfortable pointing out things that need to be changed or fixed, and everyone is fully present.

I’m guessing we can all also relate to what it is like when there is tension among colleagues. Maybe there is something amiss that everyone sees or notices, but no one is willing to surface for discussion, so everyone sidesteps.

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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.

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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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Clarifying incentives and expectations in research collaborations

By Alisa Zomer and Varja Lipovsek

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1. Alisa Zomer (biography)
2. Varja Lipovsek (biography)

In which areas do research collaborations between academics and practitioners often run into trouble? What difficult questions can we ask ourselves and our partners at the outset of a research collaboration that can set us up for a successful partnership? How can we learn from past successful and failed aspects of research partnerships?

In our experience four areas where collaborations can have problems are:

  • Incentives and expectations
  • Timelines
  • Collaborative decision making and team buy-in
  • Learning and dissemination.

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Managing risk and equity in collaborative research

By Alisa Zomer and Selmah Goldberg

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1. Alisa Zomer (biography)
2. Selmah Goldberg (biography)

How do the perceived costs, benefits and risks that researchers envision compare to reality when a project is implemented? How can we best support equitable exchange and decision-making for all actors involved in research study design and implementation? 

We have developed a risk and equity matrix to stimulate systematic consideration of potential impacts for stakeholders, researchers and others involved in a research process, to ensure that risks and benefits of research collaborations are distributed in a more equitable manner.

The risk and equity matrix is meant to:

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