Strategic Collaboration Abstract Image

Team Formation and Collaboration Planning

Strong teams are not defined only by the number of investigators involved. Competitive team-based proposals need clear roles, complementary expertise, shared goals, and a credible plan for coordination and decision-making.

Use this resource when:

  • A proposal requires interdisciplinary or cross-school collaboration.
  • The team is still forming.
  • The PI is unsure which expertise is missing.
  • External partners, community partners, industry partners, or institutional stakeholders may be needed.
  • The project requires shared leadership or multiple interacting components.

Questions for team planning:

  • What expertise is essential to the project?
  • Which roles are scientific, operational, translational, educational, or advisory?
  • Are all team members necessary to the proposal’s central argument?
  • Are there gaps in expertise, infrastructure, stakeholder access, or methods?
  • How will the team communicate and make decisions?
  • Who is responsible for integration across aims, cores, or work packages?
  • Are partner roles substantive, symbolic, required, or strategic?

Role clarity table:

Role type Proposal function
PI / Lead PI Provides overall vision and scientific leadership
Co-PI / Senior personnel Leads major intellectual, technical, or operational components
Core or thrust lead Oversees a defined part of the proposed structure
Partner organization Provides expertise, access, implementation setting, translation pathway, or stakeholder connection
Advisory board Offers external guidance, review, and strategic perspective
Project manager / coordinator Supports coordination, timeline tracking, communication, and integration

YRD can help with:

  • Identifying missing team functions
  • Clarifying proposal roles
  • Framing collaboration structures
  • Supporting team formation conversations
  • Connecting team structure to sponsor expectations