Professional collaboration intake

Start with the need.
Build the right evidence.

This initial exploration helps us use the first conversation well. It begins with the problem, intended decision and people affected before moving to methods or solutions.

Essential questions take less than 8 minutesOptional detail supports a more targeted first meetingReview everything before emailing

Approach

Informed by CSIRO ON Prime customer discovery and professional consulting intake practice, adapted for health research, implementation, evaluation, digital innovation and AI.

Essential questions take less than 8 minutes

Essential information is highlighted and marked ***. Everything else is optional. If time is limited, complete the five essential questions only. Answering the optional questions where possible will help make our first meeting more targeted, efficient and productive.

Why complete it before we meet?

Your responses help me assess fit, identify missing information, involve the right people and prepare focused questions. Our first meeting can then concentrate on decisions, feasible options and next steps rather than collecting background.

Contact and context

Enough information to understand who is enquiring and where the work would sit.

Name ***Email ***Organisation and roleLocation and time zone

Which example feels closest?

Select any examples that resemble your situation, then describe your own case in the space below. The examples are prompts, not fixed service packages.

Company, app or digital platform

We have a multilingual platform that translates evidence into practical education for health workers. It is being piloted, and we need to evaluate comprehension, usability, adoption, outcomes and equity before scaling to more services and regions.

Health service or model of care

We are introducing a flexible model of care across metropolitan and rural sites. We need co-design and evaluation of participation, implementation, experience, clinical outcomes, costs and requirements for safe scale-up.

Grant or research partnership

We are preparing a competitive grant application. We need evidence synthesis, research questions, methods, an evaluation work package, partner roles, data strategy, budget inputs and a credible impact pathway.

AI or clinical technology

We have an AI-enabled tool with promising technical performance. We need applied AI evaluation of trust, comprehension, workflow fit, responsible use, user-centred metrics and readiness for implementation.

Policy, community or communication

We need to translate evidence into a policy or service decision and engage affected communities. Support may include evidence synthesis, co-design, knowledge translation, an awareness campaign and evaluation of reach and influence.

Data, modelling or impact prediction

We have service, survey or user data and need statistical, computational or predictive modelling to understand drivers, compare scenarios, forecast likely impact and create decision-ready metrics or scorecards.

Other or different situation

Tick this if none of the examples fits, then explain your situation below in your own words.

Briefly describe your project, its current stage and what you need now ***Write in your own words or adapt one of the examples above. Include only what is currently known.

The need before the solution

Inspired by CSIRO ON Prime customer discovery: begin with the problem people experience and the evidence that it matters.

Who is experiencing the problem, and what is difficult for them now?Example: Rural patients cannot consistently access or complete clinic-based rehabilitation.What are the consequences, and what evidence shows the need is important?Consider access, safety, experience, equity, workflow, outcomes, cost, policy requirements or service data.What has already been tried, and why is the current approach insufficient?What happens if the problem is not addressed?

Objective, decision and value

Define the decision the evidence must support, not only the activity to be delivered.

What decision, change or investment must this work inform? ***Example: Decide whether to adapt, implement, scale, fund or stop a model of care or digital tool.What would meaningful success look like, for whom and by when?Example: Better access and completion without compromising safety, experience, equity or cost.Which outcomes or indicators would demonstrate value?

Partners, governance and strategic fit

Surface decision authority and hidden dependencies early.

Who owns the decision, and which organisations, communities or teams are involved?How does the work connect with organisational priorities or a trigger event?Examples: grant opportunity, regulatory change, service redesign, implementation decision or new market.What stakeholder involvement and governance will be required?Consumers, clinicians, community, policymakers, ethics, data agreements, Indigenous data governance or confidentiality.

Time, resources and delivery readiness

Information used to assess feasibility, effort and the most suitable collaboration model.

Preferred startDecision or delivery deadlineExpected engagement duration

What drives the deadline, and which milestones are immovable?Indicative budget or funding positionOther budget or funding context

Resources your organisation may contributeProject lead and executive sponsorAccess to consumers, clinicians, sites or partnersRecruitment and stakeholder engagementExisting datasets, documents or service reportsData extraction, IT or analytics supportEthics, governance and data-access coordinationSubject-matter expertiseAdministration, communications or project managementOtherOther - please explain

Expected staff availability or time commitmentExample: Project lead 0.1 FTE; data analyst 20 hours; consumer group for three workshops.Key constraints, dependencies, risks or explicit exclusionsWho will review and approve the proposal, budget and final outputs?

Working relationship

Optional preferences that help shape an efficient partnership.

Preferred engagementPreferred update style

Other engagement, update or collaboration preferenceWhat do you value most in an external research and evaluation partner?

Meeting preferences

Once your needs are clear, suggest suitable times for a focused Teams conversation. The final invitation will be confirmed by email.

Preferred dates and times, including time zone ***Example: Tuesday or Thursday, 10 am–1 pm ACST. You may instead write: Please suggest suitable times.Preferred meeting lengthOther meeting preference or explanationOptional link to a non-confidential brief or background document

Ready to submit your needs and request a focused Teams conversation?Select the button to open an email addressed to Dr Piñero de Plaza with your completed needs assessment, preferred meeting times and other responses included. Review the email, make any final edits, then select Send. Your appointment is confirmed only after you receive a meeting invitation. Your information is not stored on this site.