Five core themes of intentional team formation
Data files
Mar 12, 2026 version files 21.49 KB
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Data_for_Dyrad.csv
13.24 KB
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Dryad_Codes.csv
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README.md
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Abstract
Cohesive group dynamics and innovative scientific ideas are essential components of successful research collaborations. However, the group dynamics (i.e., the “people”) and the scientific process and outcomes (i.e., the “science”) are often considered separately and with unequal emphasis, such as when the focus on the science comes at the expense of individual team members. This results in a loss of team energy, motivation, and direction. Innovative ideas will only arise and thrive if team members feel psychological safety to propose, take ownership of, and pursue new project directions. As a case study, we describe a large collaborative and crossdisciplinary project team navigating the proposal development process. These efforts were carried out with design grant funding, and the sudden onset of the COVID-19 pandemic necessitated a fully virtual collaboration. This experience led us to identify Five Core Themes of Intentional Team Formation to develop and align teams and ideas: Team Development, Effective Communication, Perspective Alignment, Team Management, and Project Workflow. Here, we use the experience gained from our own crossdisciplinary proposal project to: (1) explain the importance of each theme to team formation, (2) describe our team's approach to each theme in terms of process and interventions, and (3) evaluate the extent to which these approaches contributed to team formation and function with an emphasis on multiple metrics of success. We found that when individual contributions and expectations are aligned through psychological safety, mutual trust, and respect, idea generation and contributions can launch a team towards achieving goals and objectives. In this article, we discuss limitations, future directions, and crossdisciplinary team applications of our five core themes for team formation. Ultimately, these five core themes provide teams with the team formation tools they need to set a strong foundation to effectively tackle big challenges.
Five core themes of intentional team formation
Social network edgelist. Data were collected via survey from the rosters of a scientific team. Data was exported into Excel spreadsheets and put into one repository CSV files. Data was used to visualize networks of the program. Data was collected in the 2022.
Description of the data and file structure
Every respondent is given an ID number. If, in the survey, a respondent notes that there is a connection between themself and another person, then the respondent's ID number is listed in column A labeled “From Name” and the person they marked in the survey is listed in column B labeled “To Name”.
The same questions were asked pre/posttest. In column C, the words “before” and “after” are used to denote if the question was asked about relationships “before” joining the team or “after” joining the team.
Subsequent columns D through O are for different social network questions (described below). If a connection is marked in the survey, there is a 1. If there is no connection is marked in the survey, there is a zero or a blank. Blanks and zeros are read the same in social network analysis software programs. Data range 0-1.
Columns D through O in the data in the repository were based on the following social network questions from the social network survey. Below is the name of the column and the subsequent social network questions that make up that column. Most (if not all) social network analysis software programs read edgelists with multiple columns containing data. The data is in the file called Data_for_Dyrad.csv The column headings are abbreviated with one word to note the survey question. The following text describes the code and the survey question. This information is also in the file called: Dryad_Codes.csv
Code: Survey Questions BEFORE
Ideas: I talked about possible joint research/ ideas/ concepts/ connections with __
Research: I worked on joint research/ideas with __
Products: I worked on joint publications presentations, or conference proceeding with __
Proposals: I worked on or submitted a grant proposal (not the BII) with __
Advice: I sought advice from __
Fun: I hung out with __ for fun
Leader: __ was a leader
Mentor: __ was a mentor to me
Friend: __ was a friend
Energize: __ energized me
Learn: I learned from ______
Met: I had met _______ in person
Code: Survey Questions AFTER
Ideas: I talked about possible joint research/ ideas/ concepts/ connections with __
Research: I worked on joint research/ideas with __
Product: I worked on joint publications presentations, or conference proceeding with __
Proposal: I worked on or submitted a grant proposal (not the BII) with __
Advice: I sought advice from __
Fun: I hung out with __ for fun
Leder: __ was a leader
Mentor: __ was a mentor to me
Friend: __ was a friend
Energize: __ energized me
Learn: I learned from ______
Met: I had met _______ in person
Sharing/Access information
Data was collected via an electronic survey and archived in CSV files.
Code/Software
This data set has previously been analyzed using UCInet, Netdraw, Visone, and RStudio.
Human subjects data
The statement below is included in the manuscript and the form below was completed by participants:
Statement: The University of New Mexico’s Institutional Review Board conducted a preliminary review of our project description and survey protocols and deemed a full review was not required (protocol #2210023672, dated November 11, 2022). Ethics approval was sought retrospectively because team data were originally collected with the sole purpose of improving team processes and dynamics. The idea to write an article on team science developed organically as the project progressed. Results from the team surveys informed subsequent actions that benefited our team, which we thought may be valuable to document to assist other crossdisciplinary teams. Ethics approval was sought upon deciding to pursue this team science article.
Form:
Link to Qualtrics Survey
Dissemination Date: 03/16/22
Due Date: 03/26/22, end of day
TREETIME Survey Data Use Permission
Terrestrial Responses to Emerging Environments through Time, Integrated from Moments to Eons
Dear TREETIME collaborator (past or current),
Thank you for your participation in the TREETIME NSF Biology Integration Institute (BII) design project and team science and development surveys implemented throughout the process. A TREETIME team is in the early stages of developing a manuscript based on the unique team science-based approach used throughout the project. We are writing to obtain permission to use your de-identified TREETIME team development survey data, confidentially, in the statistical analyses for this manuscript. Information collected through the surveys will be aggregated and kept strictly confidential and your name and identifying information will not be revealed in the manuscript or to anyone beyond the core research team:
Dr. Andrea Brennan: TREETIME coordinator & lead paper author; Morton Arboretum; abrennan@mortonarb.org
Dr. Christy Rollinson: TREETIME lead PI; Morton Arboretum; crollinson@mortonarb.org
Dr. Hannah Love: professional facilitator & team science expert; Divergent Science; teamdivergentscience@gmail.com
Dr. Ellen Fisher: professional facilitator & team science expert; Divergent Science; erfisher21@unm.edu
Questions about the TREETIME manuscript data use process can be directed to any of the core research team members listed above.
The data requested to be used for the TREETIME team science manuscript are from the following surveys (note: depending on when you joined the process, you might not have participated in every one of these surveys):
Post-workshop synthesis survey (June 2021)
Fall check-in/ team development survey (September 2021)
Final team development survey of design process (January 2022)
Social Network Analysis (SNA) survey (January 2022)
Inclusion of your unique perspective from your TREETIME survey responses will help contribute to understanding virtual team formation and collaboration of large, transdisciplinary, highly-distributed teams and best practices for success.
Name
First name: ______
Last name: ______
Survey Data Use Permission
Do you give your permission for the TREETIME team science manuscript author team to include your de-identified data, confidentially as described above, and from the surveys listed above, in the statistical analyses for the manuscript?
Yes
No
Partially → list surveys to not include:___________
Optional Comments
Is there anything else you would like to comment or elaborate on in relation to the confidential use of your survey data for the TREETIME team science manuscript?
(600 character limit/~100 words)
If you have questions or concerns please contact one of the people mentioned above.
Thank you.
