Collaboration Setup

Last modified by Veronika Kocher on Friday, 04 Sep 2026 14:45

Setting up collaboration in artistic and research projects
PREPARE · SET UP INFRASTRUCTURE & COLLABORATION

Set up collaboration so that roles, access, files and responsibilities do not depend on individual people

Shared working environments, institutional accounts, clear access groups and documented roles create a resilient basis for collaborative projects. Decide early how the team works, who may access what, where decisions are recorded and how handovers are organised.

Start with people, roles and shared resources. Describe who is involved, which tasks and decision rights exist, which systems are shared and what must be handed over when roles change or the project ends.
Good collaboration is organisational and technical at the same time. Roles without appropriate access rights work just as poorly as shared folders without clear responsibility. Plan working agreements, accounts, files, communication and handover together.
STEP 1 · CLARIFY PEOPLE & ROLES

Define who is responsible for what in the project

Roles do not need to be complicated. What matters is that key tasks, decisions and handovers have a responsible person or function.

Project lead: Who carries overall project responsibility and decides on goals, resources or priorities?
Specialist / artistic roles: Who is responsible for content, methods, artistic work, research or production?
Technical roles: Who manages systems, equipment, storage locations, accounts or technical workflows?
Administrative roles: Who handles budgets, contracts, funder documents, reports or organisational processes?
Data / documentation: Who keeps project decisions, files, metadata or data management traceable?
External partners: Which tasks, access rights and deliverables sit outside the University?
Approvals: Who may approve content, data, publications, expenditure or public communication?
Substitution / handover: Who can take over critical tasks if someone is absent or leaves the project?
KEY DISTINCTIONS

These things should not be treated as equivalent in collaborative projects

Role ≠ account.
A specialist or organisational role should not be defined only by one person holding a technical login.
Access ≠ responsibility.
Being able to open a file does not automatically make someone responsible for its quality, approval, backup or long-term retention.
Shared folder ≠ shared working agreement.
Collaboration also needs rules for naming, versions, approvals, communication and responsibility.
Personal account ≠ project account.
If critical resources depend on personal logins, handover, continuity and institutional responsibility can become difficult.
Project partner ≠ identical access rights.
External partners need only the access and information required for their tasks.
Project end ≠ automatic handover.
Accounts, folders, permissions, equipment, agreements and open tasks need to be transferred, closed or documented deliberately.
STEP 2 · SET UP THE SHARED WORKING ENVIRONMENT

Define where and how the team works together

01

Choose shared systems

Define which institutional systems are used for files, communication, planning, documentation and collaboration.

02

Prefer institutional accounts

Where possible, use institutionally managed accounts and project-appropriate access routes instead of private individual accounts.

03

Define access groups

Assign permissions by role and task rather than giving everyone full access by default.

04

Define shared storage

Set one authoritative project storage location and avoid unclear parallel main copies on personal devices.

05

Define communication routes

Decide where binding information, decisions and operational coordination are documented.

06

Define approvals

Specify which content or decisions require formal or documented approval.

07

Limit external access

Give partners only the access they need and document when and how it will be removed.

08

Ensure substitution

Avoid technical or organisational single points of failure by keeping critical responsibilities transferable.

STEP 3 · DOCUMENT THE WORKING AGREEMENT

A short shared standard prevents many later misunderstandings

The agreement can be concise, but it should live in one central place and be understandable to new team members.

ElementWhat to recordWhy it matters
RolesWho takes on which specialist, technical and administrative tasks?Makes responsibility and substitution traceable.
Working environmentWhich systems and storage locations are authoritative for the project?Prevents unclear parallel working environments.
AccessWhich roles receive which permissions?Connects collaboration with protection needs.
File & version rulesHow are files named, versions distinguished and master files identified?Reduces confusion in shared storage.
DecisionsWhere are important project decisions documented?Prevents context from remaining only in private messages or conversations.
ApprovalsWho may approve which outputs, expenses or publications?Makes responsibility clear before release.
External partnersWhich access rights, deliverables and handovers apply?Prevents unclear interfaces between organisations.
Role changesHow are accounts, files, open tasks and knowledge handed over?Maintains continuity during staff changes.
Project closureWhat is handed over, closed, preserved or archived?Makes the transition out of active collaboration manageable.
COMMON SCENARIOS

Different project types need different collaboration agreements

Small internal project team

Even with only a few people, shared storage, roles, approvals and substitution should be clear so work does not depend on personal devices or accounts.

Interdisciplinary project

Different working practices and specialist languages need clear interfaces, shared documentation locations and traceable responsibilities.

External project partners

Clarify access, exchange formats, responsibilities, deliverables and removal of permissions from the start.

Artistic collaboration

Alongside technical access, document roles, contributions, approvals and, where relevant, rights or publication questions.

Funded collaborative project

Partner roles, deliverables, reporting duties, institutional responsibilities and handovers should align with funder requirements.

Team change during the project

Accounts, project knowledge, open tasks, permissions and authoritative files should be documented so that a change can happen without losing control.

STEP 4 · PLAN HANDOVER FROM THE BEGINNING

Collaboration is resilient only when critical tasks and resources can be handed over

Accounts: Which logins need to be transferred, closed or replaced by new roles?
Access groups: Which people need to be removed or added?
Files: Where are the authoritative project, master and closure files?
Open tasks: Which decisions, deadlines or deliverables are still unresolved?
Documentation: Where can a new person find the key project rules, systems and decisions?
External contacts: Which partners, suppliers or specialist services need to know about role changes?
Contracts / agreements: Which formal responsibilities or cooperation arrangements need to be reviewed or updated?
Project closure: Which resources remain, close or transfer to another unit?
STOP & CHECK

Common warning signs in collaboration setup

Only one person has the central account.
The project has a technical and organisational single point of failure.
Important decisions exist only in private chats or email.
Context and traceability are lost during team changes or handover.
Everyone has full access to everything.
Permissions have not been structured according to tasks and protection needs.
External partners keep access indefinitely.
There is no defined end point for permissions and project access.
Roles are named, but tasks and approvals are not.
Formal titles alone do not clarify who actually decides or is responsible.
Handover is planned only on the last project day.
Accounts, files, agreements, open tasks and knowledge can no longer be brought together cleanly.
SERVICES & SUPPORT

Which service is responsible depends on the collaboration question

Project / host unit Primary responsibility for roles, working agreements, internal responsibility and project-level organisational processes.
IT & Digitalisation / ZID For accounts, institutional digital working environments, shared access and technical implementation.
Legal Department For formal cooperation agreements, contract questions or legally binding collaboration where required.
Support Kunst und Forschung (SKF) Coordinates partners, proposal/project routes and project-level handover dependencies in funded research projects.
RELATED TOPICS

Collaboration is closely connected to these decisions

TRAINING & WORKSHOPS

Training, workshops & consultation sessions

Relevant opportunities for this topic will be shown here automatically from the central calendar.

COMING SOON
PRACTICAL RESOURCES

Info sheets, tutorials and templates

Info SheetsCOMING SOON
Short guidance on roles, accounts, access groups, working agreements and project handover.
TutorialsCOMING SOON
Step-by-step workflows for team setup, access review and role changes.
Checklists & TemplatesCOMING SOON
Template for a Collaboration Plan, role matrix and project handover.
Need help finding the right project route? Clarify roles and working agreements with the project or host unit, and technical access with IT/ZID. In funded projects involving several partners, SKF can coordinate the project route, interfaces and handover dependencies.
Search terms & related topics
collaboration · teamwork · roles · responsibilities · accounts · access groups · permissions · shared workspace · shared folder · project partners · role matrix · working agreement · communication · approval · handover · role change · partner access · project coordination · collaborative project · institutional accounts