Collaboration resources

Copy these planning templates into your document and adapt them together. The agreement checklist helps identify discussion points; obtain appropriate legal review where an enforceable contract is needed.

Project brief

• Organization and contact person:
• Social mission and audience:
• Communication challenge:
• Support and skills needed:
• Deliverables and desired impact:
• Available information, images and permissions:
• Deadline and time commitment:
• Who reviews the work:

Project scope

• Included tasks and exclusions:
• Milestones and delivery dates:
• Feedback rounds and approvals:
• Access and information required:
• How scope or deadline changes will be agreed:

Collaboration agreement checklist

• Identify both parties and contact details.
• Confirm the voluntary arrangement and agree any expenses.
• Describe tasks, deadlines and responsibilities.
• Agree ownership, publication permission, credit and portfolio use.
• Discuss handling of personal and confidential information.
• Agree how either party may pause or end the collaboration.

Guide for organizations

1. Choose one focused challenge.
2. Write a specific brief and realistic time estimate.
3. Review relevant volunteer experience.
4. Agree scope and permissions before sharing materials.
5. Assign one person to give timely feedback.
6. Review results, give agreed credit and close the request.