Collaborative Agreement Template - Section 1 to Section 2 - Collaborative team agreement example

Sep 16, 2026

Upload by Liam

Collaborative Agreement Template provides an example collaborative team agreement for a research project titled CAIRS: Clean Air ImpRovement Solutions. It defines the onboarding area and outlines Section 1 Team Vision, including the overarching research problem, long-term vision, tangible success metrics, and mechanisms for building shared vision and mental models through meetings and a logic model. Section 2 People, Roles, and Responsibilities assigns duties to ABCH and LRU, covering coordination, education, data activities, reporting to the funder, and project management communications.

LanguageEnglish

CategoryLetters

FormatPDF

Pages10

Reading Time4 min

AccessFree to download

Section 1: Team Vision

Section 1.A - 1.E

Section 2: People, Roles, and Responsibilities

Section 2.A

Collaborative Agreement Template This resource was adapted from COALESCE at Northwestern University The following is an example of a collaborative team agreement. Onboarding area | | Cultural | | --- | --- | Project Title: CAIRS: Clean Air ImpRovement Solutions | Question | Team Notes | | --- | --- | | Section 1: Team Vision | | | 1.A. What is the overarching research question or problem you’d like to answer/solve with this work? | The purpose of this study is to raise awareness for and assess factors affecting air quality in ABC Health’s (ABCH) community catchment area and expand and evaluate the existing locally relevant respiratory management health intervention. | | 1. B. What is the long-term vision for this team? | The long-term vision for this team is to successfully implement this project as outlined per this agreement, to utilize findings to inform sustainability plans for this program and utilize findings to inform future project opportunities. | | 1.C. For this particular project, what does success look like in tangible terms.(e. g., collect preliminary data on X, pilot test an intervention) . | Project success:
• Complete a minimum of 350 interviews
• Host monthly Community Coalition meetings
• Provide a minimum of 12 educational sessions
• Distributing all new medical resources and information
• Analyze data and share results with the Community Coalition
• Incorporate Community Coalition feedback into draft of final report.
• Submit funder reports complete and on-time
• Work with the Community Coalition members to develop sustainability plans | | 1. D. How can your team create a shared vision of what success looks like for the project as a whole and the individual components?(e. g., kick-off meetings, highlighting the vision at each meeting) . | Fostering an environment where we have a shared vision can happen by:
• Hosting weekly internal team meetings between ABCH and LRU teams.
• Hosting monthly Community Coalition meetings.
• Posting the vision at the top of each agenda for the internal team meetings and the
• Community Coalition meetings.
• Celebrating each milestone that is achieved.
• Creating opportunities for Community Feedback to validate vision course | | 1. E. How can your team create shared mental models/frameworks of your project’s scientific conceptsand shared vocabulary, especially if your team has a number of disciplines represented who may be approaching their work with different models/ frameworks? What kinds of conversations does your team have about these? | • The team will create a logic model—(a visual representation of the scientific concepts informing the work) that can be reviewed by the internal planning team and Community Coalition. The logic model will outline a theory of change and how each project activity aligns to a component in the model.
• All parties involved in the project will receive an orientation to the visual model. Discussions about the model will center on alignment and providing Q&A for the team and coalition members. | | --- | --- | | Section 2: People, Roles, and Responsibilities | | | 2.A. Who is on this team and what skill set do they contribute to achieving your team’s shared goals for this project? | ABCH
• Activelysupportthepartnership.
• Participate in the partnership through membership in the Community Coalition.
• Communicate with LRU and the Community Coalition members regarding administrative and programmatic issues related to the project.
• Recruit members for the Community Coalition.
• Provide co-supervision of community education staff.
• Outreach and Recruitment of participants (New Person-ABC Health)
• Interviewparticipants (Enola–ABCHealth / Takashi–ABCHealth)
• Child Education (NewPerson-ABCHealth)
• Provide office space for staff, program education sessions, Community Coalition meetings.
• Provide project management Project Director: Naomi Lewis (4 percent e

FAQs

What is the overarching research purpose described in Section 1.A?

The study aims to raise awareness for and assess factors affecting air quality in ABC Health’s community catchment area, while expanding and evaluating a locally relevant respiratory management health intervention.

What tangible outcomes define project success in Section 1.C?

Success includes completing at least 350 interviews, hosting monthly Community Coalition meetings, providing at least 12 educational sessions, distributing new medical resources, analyzing and sharing results, incorporating coalition feedback, and submitting complete, on-time funder reports, along with developing sustainability plans.

What responsibilities are assigned to ABCH and LRU in Section 2.A?

ABCH contributes partnership participation, community coalition recruitment, co-supervision of education staff, outreach, office space, and co-supervision and communication duties, while LRU provides program oversight, data collection and analysis, financial and programmatic reporting to the funder, serves as NHLBI contact, supports orientation, and coordinates community forums and dissemination.

Sep 16, 2026

Upload by Liam