Code of Conduct for Ethical Fieldwork: This guide was developed by the University of Oxford to provide "principles and questions to help researchers improve equity in their fieldwork." This document can assist in planning for ethical fieldwork and reflecting after you return from the field.
Developing a Field Safety Program: This workbook provides activities that teach participants to build a field safety program in their organization. In addition, there are very useful resources included on risk assessment.
GAR Risk Calculation Worksheet: Developed by the Scientific Boating Safety Associating, the Green-Amber-Red Risk Assessment System is a tool that allows for field teams to assess risks as a group and set hard No Go criteria. This document is used in planning prior to fieldwork as well as in active incidents or risky situations.
Report of the Workshop to Promote Safety in Field Sciences: Created by the Desert Studies Center and Consortium for Ocean Leaderhsip, this report provides recommendations on culture, accountability, policy development, and reporting in fieldwork. It also includes recommended trainings, DEIJ considerations, and a pre-expedition checklist.
Safety Guidelines for Field Researchers: This document from Berkeley's EH&S helps identify environmental and physical hazards globally and discusses risks from specific animals, pests, and diseases. Please note that some information in this document may be outdated.
Step by Step Guide to the High Risk Fieldwork Risk Assessment: The Univeristy of Leeds provides a risk assessment for specific to high risk fieldwork, which can be adapted for any high risk sites globally. This document can help planning and risk assessment prior to leaving for fieldwork.
Tips and Advice for Tropical Rainforest Fieldwork: This document from Toby Marthews (Oxford) provides basic advice for planning fieldwork in tropical rainforests and safety considerations that are unique to that environment. He also lists recommended field skills and safety courses to consider taking prior to any fieldwork.
Work Plan: This template can help you explicitly detail expectations for work and set milestones and a timeline. It includes goals that are comfortable vs ideal/stretch goals. It also breaks goals down into individual tasks and provides space to discuss how progress will be monitored.
Norms Agreement Template: ADVANCEing FieldSafety provides this template to ensure your team considers all important topics in the categories of comunication, leadership, expedition team mentality, culture of respect, private spaces, and logistics.
Example Codes of Conduct recommended by ADVANCEing FieldSafety
CAICE Code of Conduct: here
UAF Handbook on Creating a Community of Respect: here
Harvard Forest Code of Conduct: here
CUAHSI Code of Conduct: here
UNC Circle Lab Code of Conduct: here
APECS Code of Conduct: here
The 5 D's of Bystander Intervention: This is a flyer version of the 5 D's of bystander intervention (distract, direct, delegate, double back, and document). It provides field specific examples.
Active Listening Techniques: This article provides guidance on how to active listen as a leader. This can assist in mentoring and conflict resolution.
Anonymous Reporting Form: ADVANCEing FieldSafety created this document to allow team members to report misconduct anonymously during or after a field project.
Debrief Template: ADVANCEing FieldSafety's debrief template helps structure debriefs in the field to ensure that concerns of safety and worker's responsibilities are being talked about open, honestly, and often. This promotes a culture of safety and respect within the team.
Decision-Making Styles Cheat Sheet: This document from ADVANCEing FieldSafety helps us consider when we should be making decisions as a leader vs as a group and how that can impact group moral, safety, and cooperation.
Guide to Facilitation: ADVANCEing FieldSafety reminds us that conflict resolution in the field often involves facilitating hard discussions between team members and/or the community. This document can help you improve as a facilitator and provides tips and tricks.
How to Have a Coaching Conversation: This document from the Center for Creative Leadership may help you navigate conversations with mentees in and out of the field and better develop their skills.
In-Team Safety and Communication (ITSAC) Plan: This template from ADVANCEing FieldSafety helps you and your team plan communcation pathways and expectations prior to going to the field.
Individual Development Plan: An individual development plan is a tool for career development planning. For students or mentees that conduct fieldwork, these documents should include discussion of their work in the field, handling themselves in emergencies, and conducting safe science.
Leadership Styles Exercise: This exercise was developed for the ADVANCEing FieldSafety workshop building inclusive and safe field teams. It is designed to encourage all members of a team to discuss their leadership roles and how they respond to direction in the field.
Mentoring Agreement Template: ADVANCEing FieldSafety created this template to encourage open lines of communication between mentors and mentees while lowering barriers to entry into our field and supporting individual goals of the mentee.
Microaggressions Resource: This piece includes relevant studies about microaggressions, information on how to classify them, and how to address them in the workplace.
Model for Coaching and Reflection Questions: Coaching Questions provide a tool for mentors to empower the mentee to solve challenges by themselves. By asking the right types of questions and providing constructive criticism, mentors give agency to the mentees over their research and career.
Non-Punitive Approaches to Conflict Resolution: This document, created by ADVANCEing FieldSafety, provides ways to address conflict resolution in the field without having a winner and a loser. It aims at solving problems while ensuring no one is harmed in the process.
Ouch and Educate Tool: This toolkit provides a guide on how to introduce a culture of learning, avoid microaggressions, and keep lines of communication open and honest. This can be taught at the beginning of a field season and guide tough conversations throughout the time that the team spends together.
The Etiquette of Mentoring Do's and Don'ts: This flyer lists dos and don'ts for mentors, which can be extended to fieldwork especially in relation to lines of communications, expectations, and safety.
Tool for Interrupting Microaggressions: This handout provides helpful examples of how to interrupt a variety of types of microaggressions and myths that promote racism, sexism, ablism, xenophobia, etc.
Support Network Creation: Earth Science Women's Network provides this exercise to assist people in determining who is in their support network, identify where they could use more support, and ensure people have access to at least part of the network while in the field.
Community Perspectives in Field Sciences: This document, produced by a variety of field scientists, identifies their perceived barriers to entry, benefits from fieldwork, solutions to barriers, and recommendations for creating inclusive field teams.
Cultural Awareness Guidebook: Engineers without Borders USA created this guidebook to provide teams with "adequate awareness, knowledge, training, and resources to successfully work with different cultures."
Cultural Inclusivity Framework Info Sheet: ADVANCEing FieldSafety created this framework to improve self-reflection, learning, awareness building, implementation, and humility in building and improving inclusion.
Cultural Competence Self-Assessment Checklist: Created by the Central Vancouver Island Multicultual Society, this checklist is helpful when preparing to engage with different cultures and challenge your biases prior to entering their community.
Enhancing Cultural Competence Toolkit: This toolkit aids in assessing and enhancing cultural competence when interaction with your community.
Field Safety! an e-zine by & for trans & queer scientists: This zine was developed by the Trans & Gender Non-conforming Fieldwork Alliance to assist queer scientists in setting up fieldwork in new environments and protecting themselves from queer and trans specific identity based risks.
Inclusive and Accessible Field Safety: This page includes resources and essays about discrimination, accessibility, and inclusive action in fieldwork.
Pre-Field Accommodation Survey Template: This document can be used to discuss and identify medical, emotional, dietary, and identity-based risks and accommodations needed by team members before going to the field.
Questions to Consider for Keeping Diverse Field Teams Safe Prior to Heading into the Field: This document provides your team with guidance on how to plan for and address identity-based risks for everyone on the team. It also has questions about risk assessment.