Prepare
What should I be focusing on now?
You do not need every detail fixed before you start. You do need enough shared decisions to make the project workable, responsible and easy to continue.
- What is the scope, and who is responsible for which decisions?
- Which funding opportunities and funder requirements apply?
- What data, materials and outputs will be created, collected or reused?
- Do I need a Data Management Plan?
- Which copyright, permissions or licences need to be clarified?
- Will personal, sensitive, confidential or ethically complex materials be involved?
- Which decisions should be documented from the beginning?
- Who will be responsible for shared accounts, access and handover?
- How should files and folders be organised and named?
- Where will materials be stored and backed up?
- Who should have access?
- Which infrastructure, services and tools are appropriate?
You should have a workable project setup
Four areas to get your project ready
Start with the area that matches what you need to decide or set up now.
Orient yourself and choose a workable level of setup
Use these pages if you are just starting out, unsure which topics apply, or need a practical minimum setup for a smaller project.
Define what the project needs and how it will be organised
Clarify scope, responsibilities, funding conditions, expected materials and outputs, and the basic data-management approach before active work begins.
Clarify rights, permissions, protection needs and responsibilities
Identify legal, ethical or data-protection issues early enough to obtain permissions, make agreements and avoid unnecessary restrictions later.
Create a working environment the project can actually use
Decide where project materials live, how they are backed up and protected, which tools are appropriate and how access and collaboration will work.
Continue in Work & Manage
The setup decisions made here should guide the project, but they are not fixed forever. During active project work, organise, document, secure and review how the project is actually working.
Continue to Work & ManageTraining, workshops & consultation sessions
Relevant opportunities for this topic will be shown here automatically from the central calendar.
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