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Centre for Sustainable Agrifood Systems

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STARTProject Development Toolkit

Workshop tool

Give & Take matrix

Use this when a new consortium needs to put everyone's expectations on the table and see what each partner brings.

Where it’s used:Step 2: Identify partners

How to use it

Once partners are contacted, the group should adjust expectations as early as possible. Play with open cards and make sure everyone's agenda for participating is visible.

  1. Ask every participant what they wish to achieve from the collaboration: funding for their salary, a couple of high-impact papers, new equipment, a new PhD student, merging an existing project with a new one, a larger network, etc. It must be specific for each collaborator.
  2. Write the collaborators' names in the top row and left column, and their wants on the diagonal.
  3. Ask: what can I do for everyone else to achieve their wants? Each collaborator answers what they can do for the others.

When the matrix is filled out, it becomes clear what everyone brings to the table and what everyone can achieve. It also shows whether someone has unrealistic expectations or does not really bring anything to the table.

Use the matrix continuously as you progress. What people want to achieve might change over time, or new things could come up.

Give & Take matrixA 3 by 3 matrix with the collaborators in the top row and left column. The diagonal holds what each person wants to achieve; every other cell asks what the person in the row can give to the person in the column to help them achieve it.Gives to:Person APerson APerson BPerson BPerson CPerson CWants toachieve X!What can Agive B toachieve Z?What can Agive C toachieve Y?What can Bgive A toachieve X?Wants toachieve Z!What can Bgive C toachieve Y?What can Cgive A toachieve X?What can Cgive B toachieve Z?Wants toachieve Y!

Shown for three people; the handbook example has seven (Persons A–G).

Give & Take matrix: wants on the diagonal, what each person can give in the other cells (handbook p. 12).

Video

Using the Give & Take matrixPlaceholder video

0:45· Aligning expectations in a new consortium, one row at a time.

Source: START Triple-I project development tool kit, pp. 12–13.