

Getting a new research group off the ground—or keeping an existing one organized—takes clear policies, shared expectations, and practical tools. To support you and your team, we’ve gathered a set of templates and resources that cover everything from onboarding and data management to open science practices and lab handbooks. Whether you are setting up your first group, hiring students, or refining your team’s workflows, these examples provide ready-to-use starting points and best practices drawn from UC Berkeley and beyond.
Check out these resources:
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New faculty setting up your policies and procedures for your research team? Check out this UC Berkeley-specific template for writing a Research Group Handbook: Template_Research-Group-Handbook
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Hiring a student working with research data? Here’s a sample of potential data-related trainings that may be relevant to your onboarding process: New Hire Onboarding Checklist
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Practices you may consider building into your team’s workflors: Open Science Team Agreement
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Starting a large research data project? Plan your team’s approach with this Operational Data Management Plan Template
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Check out these additional templates for great examples and best practices of research group collaboration protocols and handbooks
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Berkeley Public Health Professor David Gonzalez’s team handbook: Managing Your Research Project: EQUIS Lab Handbook
- Best practices for writing human and machine readable document titles with Jenny Bryan - naming things